Group 1 - The core viewpoint of the news is the acceleration of the industrialization and commercialization of brain-computer interface (BCI) technology in China, supported by a joint policy from multiple government departments [1][2] - The policy emphasizes upgrading smart terminals and supporting breakthroughs in edge models and application toolchains, focusing on AI-enabled devices such as smartphones, computers, tablets, and smart home products [1] - The global BCI industry is experiencing rapid development, with a competitive landscape where the U.S. leads in invasive technologies while China excels in non-invasive approaches [2] Group 2 - Recent announcements from companies like Neuralink indicate plans for large-scale production of BCI devices by 2026, highlighting advancements in fully automated surgical processes [1] - The BCI industry encompasses a wide range of sectors, including materials, chips, surgery, and medical rehabilitation, with significant policy support and healthcare pricing measures in place to facilitate commercialization in China [1][2] - Key competitive factors in the BCI industry include electrodes, chips, and algorithms, with a focus on non-invasive commercialization in the short term and a shift towards flexible electrodes and high-throughput low-power chips in the long term [2]

Group 1 - The core viewpoint of the article highlights a significant decline in brain-computer interface concept stocks, with notable drops in companies such as Nanjing Panda Electronics, Lens Technology, BrainCo, and Micron Brain Science [1] - Nanjing Panda Electronics reported an 8.29% drop to HKD 5.53, while Lens Technology fell by 5.74% to HKD 28.26, BrainCo decreased by 5.7% to HKD 7.11, and Micron Brain Science dropped by 2.23% to HKD 13.15 [1] - Nanjing Panda has stated that its main business focuses on smart transportation, safe cities, industrial internet, and green service-oriented electronic manufacturing, with no current changes or mature products related to brain-computer interfaces [1] Group 2 - Wanlian Securities indicated that the commercialization of brain-computer interfaces is currently more focused on non-invasive methods, while the long-term core lies in (semi) invasive technologies, including flexible electrodes and high-throughput low-power chips [1] - Future industry development catalysts include policy support, medical insurance payments, breakthroughs in clinical registration nodes, core technology advancements, and domestic replacements [1] - For invasive methods, attention should be on research teams, clinical resources, and financing environments, while non-invasive methods should focus on branding, distribution channels, and cost control [1]

脑动极光截至2025年6月30日止6个月中期业绩显示，该集团取得收入1亿元，同比增加92.82%；经调整 净亏损8802.2万元，同比增加11.64%；公司拥有人应占亏损1.26亿元，同比增加10.53%；每股亏损0.11 元。 智通财经APP获悉，香港联交所最新资料显示，1月8日，脑动极光-B(06681)股东将股票存入香港上海汇 丰银行，存仓市值7.42亿港元，占比8.13%。 ...

Core Viewpoint - The stock of Brainstorm Cell Therapeutics Inc. (脑动极光-B) experienced a significant increase of nearly 10%, reaching a peak price of 8.14 HKD per share, with a total market capitalization of approximately 10 billion HKD as of January 8, 2026 [1][2]. Group 1: Stock Performance - The stock opened at 7.46 HKD and reached a maximum price of 8.14 HKD, with a closing price of 7.21 HKD the previous day [2]. - The stock's 52-week high is 17.79 HKD, while the 52-week low is 3.51 HKD [2]. - The trading volume was 39.6 million shares, with an external trading volume of 22.58 million and an internal trading volume of 17.02 million [2]. Group 2: Company Developments - Brainstorm Cell Therapeutics announced on January 7 that it has signed important business cooperation agreements with Peking University Sixth Hospital and Shandong Provincial Mental Health Center to advance the research and commercialization of digital therapies for mental health [1][2]. - The company, in collaboration with Peking University Sixth Hospital and the National Engineering Research Center for Software Engineering at Peking University, has received approval to establish the "Beijing Key Laboratory for Precision Intelligent Diagnosis and Treatment of Mental Disorders" [1][2].

Group 1 - Brain-computer interface concept stocks saw a majority increase in early trading [1][2] - Brain洞极光-B (06681) rose by 9.57%, reaching HKD 7.90 [1][2] - 微创脑科学 (02172) increased by 6.76%, trading at HKD 13.26 [1][2] - 脑洞科技 (02203) experienced a rise of 9.33%, priced at HKD 0.246 [1][2]

Group 1 - The core viewpoint of the article highlights the upward trend in brain-computer interface (BCI) concept stocks, driven by supportive government policies and technological advancements [1] - As of the report, notable stock performances include Brainhole Aurora-B (06681) up 7.91% to HKD 7.78, Micron Brain Science (02172) up 6.2% to HKD 13.19, and Brainhole Technology (02203) up 3.56% to HKD 0.233 [1] - The Ministry of Industry and Information Technology, along with eight other departments, issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'" on January 7, focusing on accelerating the upgrade of smart terminals and emphasizing the industrialization and commercialization of new terminals like AR/VR devices and BCIs [1] Group 2 - Financial analysts believe that the BCI industry is entering a critical phase of scaling applications, supported by strong policy backing, the implementation of medical insurance payments, and continuous technological breakthroughs [1] - Guosen Securities indicates that the BCI sector is at a pivotal point of transitioning from technological breakthroughs to commercialization, driven by a combination of policies, technology, and application scenarios [1] - The industry is expected to benefit from the "14th Five-Year Plan" focus, medical insurance coding, and the establishment of medical device standards, alongside anticipated mass production of Neuralik and breakthroughs in domestic clinical applications, leading to explosive growth in the global market [1]

Core Viewpoint - The company, Brainstorm Aurora-B (06681), has signed significant business cooperation agreements with Peking University Sixth Hospital and Shandong Mental Health Center to advance the research and commercialization of digital therapies for mental health [1][4]. Group 1: Business Developments - The company’s stock price increased by 8.46%, currently trading at 7.82 HKD with a transaction volume of 149 million HKD [1][4]. - The collaboration with Peking University Sixth Hospital and Shandong Mental Health Center aims to enhance the development of mental health digital therapy products [1][4]. - The company has also received approval to establish the "Precision Intelligent Diagnosis and Treatment Innovation and Transformation Key Laboratory for Mental Disorders" in collaboration with Peking University Sixth Hospital and the National Engineering Research Center for Software Engineering [1][4]. Group 2: Strategic Partnerships - The company has formed a close commercial partnership with Beijing Anding Hospital, a top-tier mental health hospital and national center for mental disorders, to promote the clinical application of mental health digital therapy products [1][4]. - The recent partnerships expand the company's network within core mental health specialty hospitals across the country, creating a comprehensive commercial implementation network from national flagship centers to regional hubs and key specialty hospitals [1][4].

Core Viewpoint - The company, Brainstorm Cell Therapeutics-B (06681), has seen its stock price increase by over 8%, currently trading at 7.75 HKD with a transaction volume of 58.17 million HKD, following the announcement of significant business collaborations aimed at advancing digital therapies for mental health [1] Group 1: Business Collaborations - The company has signed important business cooperation agreements with Peking University Sixth Hospital and Shandong Provincial Mental Health Center to jointly promote the research and commercialization of digital therapy products for mental health [1] - The collaboration with Peking University Sixth Hospital and the National Engineering Research Center for Software Engineering at Peking University has led to the establishment of a key laboratory for precision intelligent diagnosis and treatment of mental disorders in Beijing [1] Group 2: Clinical Applications and Network Expansion - The company has established close commercial cooperation with Beijing Anding Hospital, a top-tier mental health hospital and national center for mental disease medicine, to promote the clinical application of digital therapy products for mental health [1] - The recent partnerships further expand the company's presence in core mental health specialty hospitals across the country, creating a comprehensive commercial network from national flagship centers to regional hubs and key specialty hospitals [1]

Core Viewpoint - The company, Brainstorm Aurora-B (06681), has seen its stock price increase by over 8%, currently trading at 7.75 HKD with a transaction volume of 58.17 million HKD, following the announcement of significant business collaborations aimed at advancing digital therapies for mental health [1] Group 1: Business Collaborations - The company has signed important business cooperation agreements with Peking University Sixth Hospital and Shandong Provincial Mental Health Center to jointly promote the research and commercialization of digital therapy products for mental health [1] - The collaboration with Peking University Sixth Hospital and the National Engineering Research Center for Software Engineering at Peking University has led to the establishment of a key laboratory for precision intelligent diagnosis and treatment of mental disorders in Beijing [1] Group 2: Clinical Applications and Network Expansion - The company has established close commercial cooperation with Beijing Anding Hospital, a top-tier mental health hospital and national center for mental disorders, to promote the clinical application of digital therapy products for mental health [1] - The recent partnerships further expand the company's presence in core mental health specialty hospitals across the country, creating a comprehensive commercial network from national flagship centers to regional hubs and key specialty hospitals [1]

Group 1 - The core point of the article highlights that Brainstorm Aurora-B (06681) has deposited shares worth HKD 1.959 billion into Guotai Junan (Hong Kong), representing 20.77% of the total shareholding [2] Group 2 - Brainstorm Aurora has recently signed significant business cooperation agreements with Peking University Sixth Hospital and Shandong Provincial Mental Health Center to advance the research and commercialization of digital therapies for mental health [3] - The company, in collaboration with Peking University Sixth Hospital and the National Engineering Research Center for Software Engineering at Peking University, has successfully applied for the establishment of the "Beijing Key Laboratory for Precision Intelligent Diagnosis and Treatment of Mental Disorders" [3]