智通财经APP讯，心玮医疗-B(06609)发布公告，于2026年1月8日，该公司斥资32.58万港元回购5500 股。 ...

心玮医疗-B(06609)发布公告，于2026年1月8日，该公司斥资32.58万港元回购5500股。 ...

格隆汇1月8日丨心玮医疗-B(06609.HK)发布公告，2026年1月8日耗资32.58万港元回购5500股，回购价 格每股58.75-59.8港元。 ...

Core Insights - Elon Musk's Neuralink plans to start large-scale production of brain-machine interface devices in 2026, indicating a shift from clinical trials to commercialization in the industry [1] - The domestic brain-machine interface sector is benefiting from favorable policies, including the introduction of medical service pricing and discussions on insurance coverage for invasive procedures [1] - Shanghai-based WeBrain, a subsidiary of Xinwei Medical, is focusing on the research and clinical application of brain-machine interface technology, marking a significant step in the commercialization of this technology [1] Industry Trends - The competition in the global brain-machine interface market is fundamentally a contest of technological routes and clinical application capabilities [2] - Neuralink's invasive approach has precision advantages but is limited by surgical risks, while Xinwei Medical's interventional approach mitigates these risks and aligns with its expertise in neurointervention [2][4] - The interventional brain-machine interface system developed by Xinwei Medical is expected to complete its first human clinical enrollment by the end of 2026 and achieve market launch by 2027, positioning it among the leading companies in the domestic sector [2] Market Potential - The global brain-machine interface market is projected to reach $12.4 billion by 2034, with a compound annual growth rate of 17% from 2025 to 2034 [6] - Xinwei Medical's technology addresses critical issues of accessibility and payment feasibility in high-value medical technology, aligning with the industry's growth potential [6] Company Developments - Xinwei Medical's recent establishment in Shanghai's brain-machine interface industrial cluster enhances its connections with academic, research, and clinical resources, providing a competitive edge in technology development and commercialization [6] - The company has made significant capital movements, including executive stock purchases and share buybacks, reflecting management's confidence in long-term value [8][9][10] - In 2025, Xinwei Medical reported a revenue of 186 million yuan, a year-on-year increase of 44.39%, marking its entry into a phase of scalable profitability [12] Strategic Initiatives - Xinwei Medical has initiated an A-share IPO process, aiming to leverage its financial data from 2025 to enhance its capital platform and support ongoing expansion in high-value medical sectors [14] - The IPO is expected to improve liquidity, reduce financing costs, and enhance brand credibility, facilitating market penetration and product expansion [14][15] Conclusion - The brain-machine interface market is on the verge of significant growth, with Xinwei Medical's interventional approach poised to capture market opportunities due to its safety and accessibility advantages [20] - The company's strategic capital actions, solid performance, and clear growth plans position it favorably within the industry, suggesting that its intrinsic value may be in the early stages of reassessment [20]

翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 上海心瑋醫療科技股份有限公司 (於中華人民共和國註冊成立的有限責任公司) 呈交日期： 2026年1月8日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 06609 | 說明 | H股 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | ...

Core Viewpoint - The establishment of Shanghai Weinao Intelligent Technology Co., Ltd. marks a significant step in the strategic deployment of Xinwei Medical in the brain-computer interface (BCI) sector, transitioning from planning to practical implementation [1][2] Group 1: Company Developments - Xinwei Medical's subsidiary, Weinao Intelligent, has completed its business registration and is now located in the Shanghai Brain-Computer Interface Future Industry Cluster [1] - The company aims to focus on the research and clinical application of BCI technology, facilitating the transition from basic research to clinical treatment [1][2] - The establishment of Weinao Intelligent signifies a new phase of independent and specialized operations for Xinwei Medical in the BCI business [2] Group 2: Technological Innovations - The BCI project submitted by Xinwei Medical utilizes an innovative minimally invasive approach, implanting electrode stents into brain blood vessels without the need for craniotomy, significantly reducing surgical trauma [2] - This new method effectively avoids complications associated with traditional invasive surgeries, such as intracranial infections and long-term rejection reactions [2] - The intravascular electrodes can closely adhere to blood vessel walls, achieving a balance between high-quality neural signal acquisition and long-term stability [2] Group 3: Strategic Initiatives - Xinwei Medical's BCI project was selected for the 2025 Artificial Intelligence Medical Device Innovation Task, highlighting its strong innovation capabilities and potential for technology transfer [1] - The initiative aims to promote breakthroughs in AI medical devices and facilitate the practical application of products, with 16 BCI projects being selected [1]

港股脑机接口概念股再度活跃，其中，脑动极光大涨10%领衔，微创脑科学涨7.25%，南京熊猫电子涨 6.58%，脑洞科技涨3.56%，心玮医疗涨1.45%。 本文源自：金融界AI电报 ...

Group 1 - The core viewpoint of the news is that the brain-computer interface (BCI) sector is experiencing a surge in stock activity, driven by government support and industry events, with 2026 expected to be a pivotal year for commercialization [1][2] - The Ministry of Industry and Information Technology, along with eight other departments, has announced plans to accelerate the industrialization and commercialization of new terminal devices such as augmented reality/virtual reality (AR/VR) wearables and brain-computer interfaces [1] - The Brain-Computer Interface Industry Alliance and other organizations are set to hold the "2026 Brain-Computer Interface Developer Conference" in Tianjin on February 3-4, 2026, indicating a growing focus on this technology [1] Group 2 - Notable stock performances include Brain动极光 (up 9.85%), 微创脑科学 (up 7.25%), 南京熊猫电子 (up 6.58%), 脑洞科技 (up 3.56%), and 心玮医疗 (up 1.45%) [2] - The rapid increase in stock prices reflects a broader market enthusiasm for brain-computer interfaces, which were once considered a concept of science fiction but are now moving closer to reality [1]

Summary of the Conference Call for Xinwei Medical Company Overview - **Company**: Xinwei Medical - **Industry**: Brain-Computer Interface (BCI) and Neurointervention Key Points and Arguments Product Development and Technology - Xinwei Medical employs a minimally invasive endovascular approach to implant electrode stents via the internal jugular vein to capture motor cortex signals, reducing the risks associated with open brain surgery and improving signal stability. Animal experiments show stable signals even after 18 months [2][3] - The company plans to complete the registration application for its brain-computer interface product by 2028 and finish human clinical trials by 2027, with an expected recruitment of 30-50 patients for motor function recovery [2][4][5] - A collaboration with J.T. Medical aims to develop a new endovascular brain-computer interface that addresses the issue of electrode displacement in traditional invasive systems. Xinwei Medical is responsible for the design and development of the stent [2][6] Financial and Operational Aspects - Xinwei Medical anticipates having nearly 800 million yuan in cash by the end of 2025, with operating cash flow exceeding 100 million yuan, sufficient to cover the R&D costs of the brain-computer interface project, estimated at several tens of millions [3][17] - The estimated cost for mass production of the electrode stent is around 3,000-4,000 yuan, with total costs expected to remain under 10,000 yuan, potentially decreasing to a few thousand yuan in the future [9] Clinical Trials and Regulatory Pathway - The clinical trial plan is not fully finalized but is expected to follow a model similar to that of Boruikang, which conducted approximately 32 human experiments. The first patient recruitment is set to begin in the second half of this year [5][12] - The company is in communication with regulatory bodies to establish industry standards for the registration process, with patient recruitment expected to start in 2026 [14] Market and Competitive Landscape - The company aims to collaborate with leading consumer electronics companies like Huawei and Xiaomi to develop software functionalities for their products once the new indications are established [11] - The invasive brain-computer interface is designed for specific applications, primarily targeting patients with motor function impairments, with potential future applications in vision, language, and emotional control [10][22] Team and Resource Allocation - Xinwei Medical currently has a team of about 10 people focused on the brain-computer interface project, with plans to expand the team, particularly in signal decoding [8][7] - The company is actively seeking partnerships with software teams, universities, and research institutions to enhance its capabilities in software development [8] Future Outlook - The company is optimistic about the future of the brain-computer interface market, with a positive sentiment reflected in recent financing activities in the sector [16] - Xinwei Medical's neurointervention business is expected to grow at an annual rate of 30%-35% in the coming years, contributing to overall revenue growth [22] Challenges and Considerations - The main challenges in patient recruitment include ensuring safety and acceptance of the new technology among medical professionals and potential patients, particularly those with severe motor function impairments [12][18] - The company is preparing for potential overseas market entry, contingent on successful domestic registration and compliance with international regulations [20][21] Additional Important Information - The company is focused on optimizing its product, with static samples already available and dynamic samples expected to be showcased soon [13] - The reimbursement policies for invasive procedures are still being defined, with expectations that insurance coverage could reach 70%-80% once the product proves its safety and efficacy [15]

心玮医疗-B(06609)发布公告，该公司于2026年1月7日斥资220.01万港元回购3.82万股股份，每股回购价 格为56.6-58.75港元。 ...