Cofoe Medical (301087) Surges to Limit-Up, Its Brain-Computer Interface Strategic Layout Gains Market Recognition

On January 8, 2026, Cofoe Medical (301087.SZ) hit the limit-up during trading, with a single-day gain of 17%-19.78%, leading the rise in the medical devices sector [1][3]. The stock was simultaneously included in the strong stock pool, becoming the focal target of market attention that day.

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Cofoe Medical’s

in the BCI sector are the core driving force behind this surge [1][2]:

Investment Project	Investment Time	Shareholding Ratio	Business Focus
NewLink Medical	May 2024	5.83%	Implantable BCI technology, developing bionic eye and bionic ear products
Lizhi Intelligence	End of 2025	12.45%	R&D of non-invasive BCI robots and other products

These two investments form a

with the company’s existing business: NewLink’s hearing business is highly synergistic with Cofoe’s existing hearing business, which can address congenital hearing loss issues; Lizhi Intelligence’s products complement Cofoe’s rehabilitation aids and respiratory support products [1][2].

: On January 7, eight ministries including the Ministry of Industry and Information Technology (MIIT) jointly issued the Implementation Opinions on the “AI + Manufacturing” Special Action, explicitly proposing to [3]. This is a clear national-level support signal, pointing out the direction for the development of the BCI industry.

: The Sichuan Provincial Healthcare Security Bureau recently became the first to clarify the price of BCI medical service items, with a maximum implantation fee of RMB 6,583 per session, providing a clear medical insurance payment path for the commercialization of BCI technology [3].

Financing heat in the BCI sector has been surging recently. A

, becoming the world’s second-largest financing case after Elon Musk’s Neuralink [1]. The sector’s financing heat has increased the overall market’s attention to BCI concept stocks.

On the same day, the medical devices sector strengthened as a whole, with the CSI All-Share Medical Devices Index (H30217) rising

[1]. The Medical Devices ETF (159883) saw over during trading, attracting nearly in the past 5 days, showing obvious signs of continuous capital inflow [1]. Among the component stocks, Cofoe Medical led the gains, Sansure Biotech rose over 12%, and Lepu Medical rose over 7.99% [1][3].

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Indicator	Data
Gain	Hit limit-up during trading, with a gain of 17%-19.78% [1][3]
Turnover	On the previous trading day (January 7), main funds had a net inflow of RMB 23.9627 million , accounting for 5.55% [4]
Capital Flow	Hot money had a net inflow of RMB 8.8766 million, while retail investors had a net outflow of RMB 32.8393 million [4]

Based on historical data from iFinD, the stock has recently shown a

trend, with obvious capital inflow characteristics. Main funds and hot money have continued to have net inflows, while retail investors have shown signs of “profit-taking” during the rally, indicating that in this round of gains [4].

Date	Closing Price	Trading Volume (10,000 Lots)	Turnover Rate
January 7	Approximately RMB 44.67	1,682	0.87%
January 6	Approximately RMB 44.08	1,082	0.56%
January 3	Approximately RMB 44.99	2,720	1.40%

Price Type	Price
Limit-Up Price	Approximately RMB 52.50 (calculated based on RMB 44.67, with a limit-up range of approximately 20%)
Support Level	RMB 44-45 range (recent consolidation platform level)
Previous High	Approximately RMB 47.37 (high on December 11, 2025)
Stop-Loss Level	RMB 42-43 (vigilance is needed if it breaks below the consolidation platform range)

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The stock simultaneously overlays multiple hot concepts such as

[3], which aligns with the current market’s thematic investment preference for the healthcare track.

Cofoe Medical’s

. BCI has been included in the national strategic emerging industry plan; the company has entered the track through investment, which has higher efficiency and lower trial-and-error costs compared to independent R&D.

The business directions of the two investments form effective synergy with the company’s existing main business, and are expected to generate synergies in areas such as

in the future, enhancing the company’s overall competitiveness.

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Risk Type	Specific Description
Risk of Excessive Short-Term Gains	With a single-day gain of 17%-19.78%, the RSI indicator may have entered the overbought zone, bringing technical pullback pressure
Limited Fundamental Support	The BCI business currently accounts for a small proportion of revenue, investment returns are uncertain, and performance contributions have not yet been reflected
Concept Speculation Risk	The commercialization cycle of BCI technology is long; it still takes a long time from R&D to commercial implementation, with uncertainties
Market Sentiment Volatility Risk	Highly affected by overall market sentiment and sector rotation, individual stocks may experience large fluctuations when the sector pulls back

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Excessive short-term gains, coupled with potential technical pullbacks in the sector as a whole, it is recommended to adopt a wait-and-see approach. If signals such as volume expansion without price increase or opening high but closing low appear, consider reducing positions in response.

Focus on the following indicators:

• Sustainability of capital inflows into the Medical Devices ETF
• Whether there are more policy or industrial catalysts in the BCI sector
• Whether the company releases further announcements regarding its BCI business

BCI is a national strategic emerging industry, and the company’s early layout is significantly forward-looking. If the invested targets make substantive progress in the future, or if policy support continues to increase, there is room for further stock price growth.

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Cofoe Medical’s surge today is the result of

:

1. Core Driving Force
   : The company’s BCI strategic investment has gained market recognition, and the two investments form business synergy
2. Policy Catalyst
   : The document from eight ministries including MIIT clearly defines the direction of BCI industrialization
3. Capital Driving Force
   : The Medical Devices ETF has continuously attracted over RMB 800 million, with institutional funds actively entering the market

: Excessive short-term gains make it not advisable to chase highs. Investors can add it to their watchlist and consider positioning after it pulls back to the support level. In the medium to long term, focus on the company’s substantive progress in the BCI sector and continuous policy catalysts.

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• Cofoe Medical (301087) had a single-day gain of 17%-19.78%, hitting the limit-up
• BCI strategic investments (5.83% stake in NewLink Medical, 12.45% stake in Lizhi Intelligence) are the core catalysts
• MIIT’s Implementation Opinions on the “AI + Manufacturing” Special Action explicitly supports BCI industrialization
• The Medical Devices ETF has attracted nearly RMB 800 million in the past 5 days, with continuous capital inflow into the sector
• There is technical pullback pressure in the short term; in the medium to long term, track policies and business progress