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On June 24th, the Office of the Guangdong Provincial Science and Technology Commission issued the "Guangdong Province Brain-Computer Interface (BCI) Technology and Industry Coordinated Development Action Plan (2026–2030)" (hereinafter referred to as the "Action Plan"). The plan outlines phased goals, aiming for significant breakthroughs in BCI key technologies by 2027. It targets the multi-dimensional analysis of neural circuit theories and regulatory mechanisms for over five major brain diseases, and the development of BCI systems for disease assessment, screening, intervention, and rehabilitation. The plan also calls for the research and development of core BCI components, key instruments, systems, platforms, and products, the cultivation of more than 10 leading industrial chain enterprises, and the initial formation of industrial clusters in Guangzhou and Shenzhen to provide crucial support for industrial scale-up. By 2030, the goal is to add 100 BCI technology enterprises and cultivate a group of unicorn companies with core competitiveness; to create more than 10 popular non-invasive BCI products, with several invasive BCI products entering clinical translation and obtaining medical device registration certificates; to establish a "Top 100" benchmark of BCI application scenarios, build 200 BCI wards in the medical field, and cumulatively serve over 500,000 patients. The core BCI industry is targeted to reach a scale of tens of billions of yuan, radiating to an upstream and downstream industry scale of hundreds of billions.
Interpretation: In 2026, "brain-computer interface" was first included in the Chinese government work report, becoming one of the key future industries to be cultivated during the 15th Five-Year Plan period. The "China Brain-Computer Interface Commercialization Outlook Report" points out that, driven by a combination of industrial policy support, technological breakthroughs, and emerging market demand, BCI technology is expected to enter a "golden window" for large-scale commercial implementation. According to the report's statistics, in the first quarter of this year, the total financing amount for BCI enterprises has already exceeded that of the entire previous year, and the Chinese BCI market size is expected to exceed 5 billion yuan. Researchers of the report believe that during the 15th Five-Year Plan period, the industry will show a head effect, with 3–5 internationally influential comprehensive leading enterprises emerging.
In the race for future sectors, the "Jiangsu Province Brain-Computer Interface Industry Innovation and Development Action Plan" released in March this year proposes that by 2030, the industrial development system will be initially perfected, forming a relatively complete industrial ecosystem covering basic materials, core components, complete products, and application services, with comprehensive industrial competitiveness ranking among the top in the nation. Around the same time, the "Guangdong Province Action Plan for Accelerating the Cultivation and Development of New Tracks to Lead the Construction of a Modern Industrial System (2026–2035)" was released, clearly identifying the first batch of 53 key new tracks for development, including brain science and brain-computer interface. It proposes tackling key areas such as high-channel, high-speed acquisition chips, high-performance, low-power processing chips, brain signal encoding, and specialized software tools for control and interaction.
Now, the newly released "Action Plan" can be seen as a more systematic industrial layout—aiming for the province's core BCI industry to reach a scale of tens of billions of yuan by 2030, radiating to an upstream and downstream industry scale of hundreds of billions. At the urban division of labor level, it aims to build a Guangdong-Hong Kong-Macao Greater Bay Area BCI technology and industrial development pattern with Guangzhou and Shenzhen as the core, coordinated by Pearl River Delta cities, and linked with Hong Kong and Macao.
Specifically, Shenzhen will build a globally influential industrial cluster for brain science and brain-computer engineering, strengthening the source of original innovation for key BCI technologies. It will focus on key areas such as neural signal decoding, invasive device design, and system integration, establishing a complete technological system from "material preparation - device R&D - functional verification - system construction." Guangzhou, on the other hand, will build a globally influential BCI industry cluster, with the core goal of constructing a full-chain ecosystem of "technology-clinical-manufacturing-application." It will support the establishment of a dual-core, multi-park BCI future industry pilot zone, the "Guangzhou Brain Valley," with Haizhu and Tianhe districts as the core, and encourage various districts to formulate supporting special policies to attract professional institutions and enterprises for agglomeration development.
Furthermore, Guangdong has even more distant goals—looking ahead to 2035, BCI technology will deeply integrate with frontier fields such as artificial intelligence, robotics, and virtual reality. BCI leading enterprises will form global influence, technology enterprises will possess core competitiveness, application scenarios will be comprehensively promoted, and Guangdong will become a globally influential highland for BCI technological innovation and industrial coordinated development.
Recent Developments
Zhejiang Aims to Build a Worker Growth-Oriented Society
Recently, the Zhejiang Provincial Federation of Trade Unions, in conjunction with multiple departments including the Provincial Party Committee Organization Department, the Provincial Development and Reform Commission, and the Provincial Department of Economy and Information Technology, issued the "Implementation Plan for the Construction of a Worker Growth-Oriented Society in Zhejiang Province (2026–2028)." The "Implementation Plan" proposes that by the end of 2028, a five-level worker growth ecosystem (province, city, county, township, enterprise) will be basically formed, striving to establish and improve a good social ecosystem within about ten years where the vast number of workers want to grow, can grow, and grow quickly. To precisely quantify the effectiveness of this ecosystem's construction, the plan breaks the limitations of traditional economic indicators, shifting the evaluation focus from "things" to "people," and clarifies 12 core indicator guidelines to make worker growth visible, tangible, and quantifiable.
Li Dianxun Investigates Commercial Aerospace Industry in Wuhan
On the afternoon of June 24th, Li Dianxun, Deputy Secretary of the Hubei Provincial Party Committee and Governor, visited CASIC Rocket Technology Co., Ltd., CASIC Space Engineering Development Co., Ltd., and Kepler Satellite Technology (Wuhan) Co., Ltd. to understand the progress in star-rocket technology research, achievement transformation, application expansion, and the development of related commercial aerospace industrial parks. Li Dianxun emphasized the need to proactively adapt to global trends in commercial aerospace technological innovation and industrial development, fully leverage Hubei's multiple advantages in scientific and educational resources, industrial foundation, and application scenarios, adhere to demand traction and innovation drive, and promote the rapid and healthy development of the province's commercial aerospace industry with more scientific and pragmatic measures.
Beijing-Tianjin-Hebei Region to Accelerate Projects Like the Xiong'an-Shangqiu High-Speed Railway
Approved by the joint work symposium of the main leaders of the Beijing, Tianjin, and Hebei Party and government, the Beijing-Tianjin-Hebei Transportation Coordination Special Working Group issued the "Key Measures to Promote Transportation Convenience in the Modern Capital Metropolitan Circle Commuting Belt." Focusing on major commuting directions such as Guomao-Tongzhou-Yanjiao, Yizhuang-Guangyang-Wuqing-Tianjin, and Lize-Daxing International Airport-Xiong'an, the "Measures" specify accelerating the construction of projects including the Xiong'an-Shangqiu High-Speed Railway, the Beijing-Binhai Intercity Railway, the Pinggu Line, the M101 Line, and the Xiong'an R1 Line, and promoting the optimization and adjustment of the third phase of Beijing's urban rail transit planning.
Great Wall Motor Establishes R&D Center in Tianjin
Tianjin Great Wall Motor R&D Co., Ltd. was recently registered and established in the Tianjin Economic-Technological Development Area (TEDA), marking the official landing of the Great Wall Motor Tianjin R&D Center. As an important part of Great Wall Motor Company Limited's (ASX: 601633) technology R&D system, the Tianjin R&D Center's business covers areas such as intelligent cockpits, intelligent driving, and cloud platforms, possessing full-stack automotive intelligent R&D capabilities from product design to project management. In recent years, TEDA has accelerated the transformation and upgrading of the automotive industry, with the region gathering over ten related R&D institutions including CATARC (Tianjin) Automotive Engineering Research Institute, FAW Toyota R&D Branch, Volkswagen (China) Technology Co., Ltd. Tianjin Branch, AVL R&D Center, Schaeffler Tianjin R&D Center, and Longchuang Automotive Design.
Key Statements
Suzhou Municipal Party Committee Special Meeting: Learn from Shanghai, Integrate with Shanghai, Serve Shanghai, Act as an Important Link Between Jiangsu and Shanghai
On June 24th, Fan Bo, Secretary of the Suzhou Municipal Party Committee, presided over a special meeting. The meeting noted that promoting the integrated development of key areas between Shanghai and Suzhou is a key task specified in the national 15th Five-Year Plan and a major opportunity for Suzhou to serve the national strategy and plan for future development. It is essential to focus on systematic planning, deepen reform and innovation, make efforts to study new situations and solve new problems, learn from Shanghai, integrate with Shanghai, serve Shanghai, and act as an important link between Jiangsu and Shanghai in advancing the implementation of major national strategies. Efforts should concentrate on key areas and strengthen implementation, closely focusing on serving Shanghai's "Five Centers" construction and metropolitan area development, seizing opportunities such as building a key support point for the Shanghai (Yangtze River Delta) International Science and Technology Innovation Center and a national demonstration zone for new industrialization. It is also important to proactively serve the construction of a unified national market, further optimize the regional business environment, and promote coordinated linkage in technological innovation and industrial development, interconnected infrastructure, convenient sharing of public services, and joint protection and governance of the ecological environment. It is necessary to strengthen overall coordination and form a joint force for advancement, explore the establishment of a regular scheduling mechanism, and promote the implementation of various key tasks.
Data Insights
May Import and Export Data: ASEAN Surpasses EU to Become Shanghai's Largest Trading Partner
In May, Shanghai's imports and exports with ASEAN reached 70.11 billion yuan, a year-on-year increase of 26.4%. In the same period, trade with the EU was 69.57 billion yuan, up 2.6% year-on-year. With a slight advantage of about 540 million yuan, ASEAN surpassed the EU for the first time to become Shanghai's largest trading partner. Among this, Shanghai's imports and exports with Vietnam grew at a high rate of 110.4%, becoming a growth pole within the ASEAN bloc. As the leading city in the Yangtze River Delta, the change in Shanghai's trading partners undoubtedly reflects the diversification and trend changes in China's foreign trade market. However, a single-month reversal in May does not yet signify a complete change in the annual pattern. Based on full-year 2025 data, the EU remains Shanghai's largest trading partner.
Rankings Released
"2026 Global Unicorn List" Released, China Ranks Second Globally
On the afternoon of June 25th, the Hurun Research Institute released the "2026 Global Unicorn List" in Guangzhou. The list shows that the number of global unicorn companies has reached a record high of 1,603, an increase of 80 companies or 5.3% compared to last year. The United States leads with 806 unicorn companies, an increase of 48 from last year, accounting for 50.3% of the global total. China ranks second globally with 381 unicorn companies, an increase of 38 from last year. The United Kingdom, with 70 unicorn companies, surpasses India (61) to rank third. From a city perspective, San Francisco, with 222 unicorns (an increase of 23), retains its title as the "Global Unicorn Capital," followed by New York with 141. In China, the cities with the most unicorns are Beijing (86), Shanghai (74), Shenzhen (44), Hangzhou (25), and Guangzhou (24). In Europe, London leads with 60, followed by Paris (27) and Berlin (16). Rupert Hoogewerf, Chairman and Chief Researcher of the Hurun Group, stated, "The number of Chinese unicorn companies has grown to 381, an increase of 38 from last year, with 80 new faces added, averaging one new unicorn every five days. This pace is significantly faster than last year, which averaged one every ten days. At the growth rate of recent years, the number of Chinese unicorns is expected to exceed 500 within five years."
Personnel Changes
Hu Jun Appointed Vice Mayor and Acting Mayor of Anyang City
On June 24th, the 28th meeting of the Standing Committee of the 15th Anyang Municipal People's Congress was held. The meeting voted to pass relevant resignations and personnel appointment and removal proposals, deciding to appoint Hu Jun as Vice Mayor and Acting Mayor of the Anyang Municipal People's Government. Hu Jun, born in August 1973, previously served as Deputy Secretary of the Nanyang Municipal Party Committee and Secretary of the Political and Legal Affairs Committee.
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