In the opening year of 2026, the brain-computer interface (BCI) sector witnessed a dual surge in capital and technology. Elon Musk's Neuralink announced the mass production of BCI devices, directly igniting the "human brain engineering" sector on the A-share market, with the index surging over 12% in a single day, and multiple stocks such as Sanbo Brain Science and Weisi Medical experiencing涨停. In this wave of industrial transformation driven by technological breakthroughs, Meiyuan Health (002044.SZ), a leader in preventive medicine, has become a core focus for both capital and the industry, thanks to its "AI + neuroscience" dual-driven strategy, early screening technology, billion-level data, clinical scenarios, and a full-cycle service loop.
Policy and demand drive the brain health industry toward a trillion-dollar blue ocean
China has included brain science and neuromorphic research in the "Innovation 2030" major projects. Beijing, Shanghai, Shenzhen and other places have launched intensive special policies, fully increasing support in R&D subsidies, clinical access, and industrial chain development. At the same time, the demand for preventing neurological diseases such as stroke and Alzheimer's is rapidly increasing, and brain health screening is moving from "high-end medical care" to "a must-have for national health management".
Tianfeng Securities pointed out that with the decline in technical costs and the release of policy dividends, the brain health sector is expected to grow into a trillions of yuan market, and companies with "policy, equipment, algorithms, and clinical" closed-loop capabilities will be the first to reap the benefits.
"NaoRuiJia" fills the gap, AI + imaging builds an early screening barrier
Meiyuan Health's first domestic product for early screening of stroke and Alzheimer's disease, "NaoRuiJia," has become a key carrier of its technological moat:
- Relying on high-precision brain magnetic resonance imaging (MRI);
- Integrating deep learning algorithms with a comprehensive standard brain database of healthy people across all age groups;
- Accurately identifies minor structural abnormalities and early functional degeneration, enabling intervention during the asymptomatic stage.
This product not only fills a domestic gap but also accumulates billions of high-quality brain imaging data, providing rare resources for BCI algorithm training and clinical validation.
Eight AI disciplines collaborate to build a brain health "technology flywheel"
Meiyuan Health, centered on neuroscience, has built eight AI-driven disciplinary systems (ultrasound intelligence, respiratory/lung health, digestive tract, breast/cervix, metabolism management, anti-aging genes, intelligent primary examination, etc.), forming an "early screening - chronic disease management - ecological collaboration" matrix:
- The "ultrasound quality control large model" enhances the accuracy of brain examinations in real time;
- The full-chain AI quality control system covers pre-examination, during examination, and post-examination;
- The "Health Xiao Mei" AI primary examination system has an accuracy rate of 95%, ensuring the reliability of reports.
Technology feeds back to scenarios, scenarios accumulate data, and data optimize algorithms — an self-reinforcing AI health flywheel has already taken shape.
Collaborating with Younao Galaxy, building a full cycle of "screening - intervention - rehabilitation"
To break through the industry bottleneck of "screening without treatment", Meiyuan Health has deepened cooperation with Younao Galaxy (the world's first company to complete personalized brain mapping - neural modulation clinical transformation):
- Screening: leveraging Meiyuan's 600+ medical centers nationwide and the huge volume of health traffic;
- Intervention: introducing Younao Galaxy's precise neural modulation technology covering 18 types of brain diseases;
- Rehabilitation: focusing on post-stroke cognitive rehabilitation and early Alzheimer's intervention, which are clinical necessities.
The two parties are jointly building a cross-institutional neurorehabilitation collaborative network, promoting "data-driven precision rehabilitation" from pilot programs to scale, creating the first commercial closed loop in China's brain health management.
AIbase Observation: From "health check-up entrance" to "brain health platform", Meiyuan Health is redefining preventive medicine
While Neuralink expands in the hardware field, Meiyuan Health is building a moat in the application and data fields. Its advantage lies not only in technology, but more importantly in transforming cutting-edge neuroscience into accessible, affordable, and implementable public health services.
