Great Wall Fund Long Yufeи: Anchoring on Medical New Technology, Capitalizing on Policy Dividends of AI Healthcare and Brain-Computer Interfaces

Recently, Long Yu Fei, fund manager of Great Wall Fund, appeared on CCTV Finance live broadcast to provide professional insights on popular topics such as “AI + Healthcare” and “Brain-Computer Interfaces.” He stated that by 2026, investment value in the new medical technology sector will become prominent, with areas like AI healthcare and brain-computer interfaces expected to enter critical policy support and industry development windows, offering broad growth potential.

On the policy front, the “14th Five-Year Plan” provides clear guidance for the development of new medical technologies. Among the “10 key projects for new industries and new tracks” outlined in the plan, three are related to biomedical new technologies: biological manufacturing, brain-computer interfaces, and high-end medical devices. The plan’s “eight key projects for frontier technology breakthroughs” also include three related to biomedical new technologies: (1) Life sciences and biotechnology: developing cutting-edge technologies such as gene editing and synthetic biology to support the transformation of the biopharmaceutical industry from imitation-driven to innovation-driven; (2) Brain science and brain-like research: studying brain-computer interfaces and brain-like intelligence to promote applications in medical rehabilitation and intelligent interaction; (3) Major disease prevention and treatment and innovative drug R&D. Long Yu Fei noted that these fields mentioned in the plan have seen rapid development in the domestic industry in recent years, with many subfields offering vast growth space.

Regarding technology and demand, Long Yu Fei pointed out that under the trend of population aging, healthcare needs are becoming one of the more certain industries in the future. Traditional healthcare faces pressures from medical insurance cost controls and shortages of high-quality supply, while AI technology can help bridge gaps in healthcare quality and underserved areas to some extent. Additionally, AI in research and development—such as AI for science—may break through traditional R&D boundaries and expand more innovative possibilities.

On the catalyst front, Long Yu Fei believes that the momentum for AI healthcare and brain-computer interfaces remains strong. In AI healthcare, in November 2025, the National Health Commission and five other ministries issued the “Implementation Opinions on Promoting and Regulating the Application Development of ‘AI + Healthcare’.” The implementation of these policies this year is expected to continue catalyzing industry growth. For brain-computer interfaces, the “14th Five-Year Plan” provides long-term support; domestically, invasive product clinical progress is rapid, and overseas, Neuralink plans to start large-scale production of brain-computer interface devices this year. Mass production will be a key milestone for industry development and will drive market trends.

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