脑机接口产业联盟秘书长李文宇对贝壳财经记者表示，脑机接口产业生态层面，已初步形成产学研医协 同网络，上海等地已建立脑机接口集聚区；政策支持力度加大，此次七部门联合发文表明国家层面正推 动技术标准、审批通道、医保支付等关键环节的协同突破。 脑机接口概念股持续活跃！8月11日，多只个股再度大涨，年内多只个股股价涨超100%，板块热度居高 不下。 概念股火热背后，今年以来，为加速脑机接口产业落地与临床转化，利好政策不断出台。 近日，工信部、国家发改委等七部门印发《关于推动脑机接口产业创新发展的实施意见》（下称《意 见》）。围绕加强基础软硬件攻关、打造高性能产品、推动技术成果应用、壮大创新主体、提升产业支 撑能力以及保障措施等方面提出17项具体举措。 到2030年，脑机接口产业创新能力显著提升，形成安全可靠的产业体系，培育2至3家有全球影响力的领 军企业和一批专精特新中小企业，构建具有国际竞争力的产业生态，综合实力迈入世界前列。 李文宇对贝壳财经记者表示，《意见》明确了我国脑机接口发展的技术路径与产业阶段目标，使得脑机 接口技术能有序分层推进，文件提出阶段性里程碑，例如提出2025年形成"基础-临床-应用"全链条支撑 ...

[Table_Main] 行业研究|医疗保健 证券研究报告 医疗保健行业周报 2025 年 08 月 11 日 [Table_Title] 政策持续鼓励脑机接口，关注受益标的 ——医药生物行业周报（2025.8.4-2025.8.8） [Table_Summary] 报告要点： 医药板块本周跑输沪深 300 指数 2025 年 8 月 4 日至 8 月 8 日，申万医药生物指数下跌 0.84%，跑输 沪深 300 指数 2.07pct，在 31 个申万一级行业指数中排名第 31。2025 年初至今，申万医药生物指数上涨 21.28%，跑赢沪深 300 指数 16.96pct，涨跌幅在 31 个申万一级行业指数中排名第 5。截至 2025 年 8 月 8 日，医药板块估值为 30.71 倍（TTM 整体法，剔除负值）， 相对于沪深 300 估值溢价率为 158.50%。 本周南模生物、海辰药业和赛诺医疗等表现较好 涨幅排名前十的个股分别为：南模生物（+42.48%）、海辰药业 （+41.29%）、赛诺医疗（+39.52%）、诚意药业（+35.81%）、大博医 疗（+31.49%）、利德曼（+29.35%）、翔宇 ...

证券代码：688273 证券简称：麦澜德 公告编号：2025-027 南京麦澜德医疗科技股份有限公司 关于控股股东、实际控制人续签《共同控制协议》及原 《一致行动协议》到期解除、部分股东重新签订《一致 行动协议》暨权益变动的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 本次权益变动是由于南京麦澜德医疗科技股份有限公司（以下简称"公司" 或"麦澜德"）控股股东、实际控制人杨瑞嘉先生与史志怀先生在公司首次公开发行 股票上市前签署的《共同控制协议》，以及二人与陈彬先生、屠宏林先生、周干 先生、周琴女士签署的原《一致行动协议》到期解除，杨瑞嘉先生与史志怀先生 续签《共同控制协议》，并与陈彬先生、屠宏林先生、周琴女士及王旺先生重新 签订《一致行动协议》所致。由于周干先生未续签《一致行动协议》，与其他股 东的一致行动关系解除，周干先生不再与公司实际控制人构成一致行动关系。本 次权益变动不触及要约收购。 ? 本次权益变动后，公司控股股东、实际控制人杨瑞嘉先生、史志怀先生直 接持股情况不变，与一致行动人的 ...

Core Viewpoint - The brain-computer interface (BCI) industry is expected to experience significant growth, with 2023 being a pivotal year for its development and application across various sectors [2][8]. Group 1: Market Performance - The BCI concept stocks have seen a strong rally, with several companies like Sainuo Medical, Guangdian Co., and Shangrong Medical hitting their daily price limits [4]. - Notable stock performances include Lide Man and Botuo Bio, which rose over 11%, and Meilan De, which increased by 10% [4]. Group 2: Technological Advancements - BCI technology connects the brain with external devices for information exchange, showing promise in medical fields such as disease diagnosis and treatment [6]. - Significant advancements have been made in BCI technology, particularly in biomedical applications, neuro-rehabilitation, and intelligent robotics [6]. Group 3: Industry Outlook - According to McKinsey, the global market for BCI medical applications is projected to reach $40 billion by 2030 and $145 billion by 2040 [7]. - The Chinese BCI industry, although starting late, is rapidly developing, with multiple policies introduced since 2025 to support its growth [9][10]. Group 4: Policy Support - Recent government initiatives aim to accelerate the commercialization of BCI technology, with specific action plans released by cities like Beijing and Shanghai [9][10]. - The Ministry of Industry and Information Technology and other departments have set ambitious goals for the BCI industry over the next five years, focusing on technological breakthroughs and establishing a robust industrial ecosystem [10]. Group 5: Application Areas - The BCI industry has two primary application areas: serious medical applications, such as rehabilitation for stroke and spinal injury patients, and consumer applications addressing issues like sleep disorders [11]. - A significant challenge for the industry is to reduce costs, making BCI technologies more accessible to the general public [11][12].

证券代码：688273 证券简称：麦澜德 公告编号：2025-027 南京麦澜德医疗科技股份有限公司 关于控股股东、实际控制人续签《共同控制协议》及原 《一致行动协议》到期解除、部分股东重新签订《一致 行动协议》暨权益变动的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 本次权益变动是由于南京麦澜德医疗科技股份有限公司（以下简称"公司" 或"麦澜德"）控股股东、实际控制人杨瑞嘉先生与史志怀先生在公司首次公开发行 股票上市前签署的《共同控制协议》，以及二人与陈彬先生、屠宏林先生、周干 先生、周琴女士签署的原《一致行动协议》到期解除，杨瑞嘉先生与史志怀先生 续签《共同控制协议》，并与陈彬先生、屠宏林先生、周琴女士及王旺先生重新 签订《一致行动协议》所致。由于周干先生未续签《一致行动协议》，与其他股 东的一致行动关系解除，周干先生不再与公司实际控制人构成一致行动关系。本 次权益变动不触及要约收购。 本次权益变动后，公司控股股东、实际控制人杨瑞嘉先生、史志怀先生直 接持股情况不变，与一致行动人的合计直接 ...

8月8日，受利好消息影响，脑机接口概念早盘拉升，截至发稿，倍益康13%涨停，三博脑科涨超 11%，创新医疗、际华集团涨停，麦澜德、爱朋医疗、博拓生物等多股跟涨。 | 代码 | 名称 | 報 | 到什 | | --- | --- | --- | --- | | 870199 | 信益康 | 13.57% | 47.70 | | 301293 | 三博脑科 | 11.69% | 60.99 | | 002173 | 创新医疗 | 10.02% | 19.22 | | 601718 | 际华集团 | 10.00% | 5.28 | | 688273 | 麦澜德 | +9.42% | 40.75 | | 300753 | 爱朋医疗 | +8.63% | 37.24 | | 688767 | 博拓生物 | +8.15% | 35.31 | | 688626 | 翔宇医疗 | +7.63% | 63.60 | | 300003 | 乐普医疗 | +6.56% | 17.21 | | 688580 | 节制医疗 | +6.35% | 56.95 | | 300884 狄耐克 | | +6.08% | 15.18 | 费通道 ...

Group 1 - The total salary scale of CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - In the medical device sector, the average annual salary of CFOs is 1.0652 million yuan, with 31% earning below 500,000 yuan, 43% between 500,000 and 1 million yuan, 20% between 1 million and 2 million yuan, and 6% above 2 million yuan [2] - The age distribution of CFOs shows that 54% are aged between 40 and 50, 35% are over 50, and 11% are 40 or younger, with the youngest being 30 years old and the oldest being 65 years old [1] Group 2 - The top three highest-paid CFOs in the medical device sector are Zhao Yun from Mindray Medical with 8.4134 million yuan, Liu Lihua from Yuyue Medical with 4.3136 million yuan, and Jing Xiaoqian from Wandong Medical with 1.6412 million yuan [2] - The CFO with the largest salary decrease in 2024 is Zhang Qiu from Kangtong Medical, with a year-on-year decrease of 31.23%, while Xu Ning from Mcland saw the largest increase at 165.59% [2] - The educational background of CFOs shows that 71% hold a bachelor's degree, 23% a master's degree, and only 3% hold a doctoral degree, with only one CFO having a PhD [1]

Core Viewpoint - The company has approved the use of up to RMB 52,600 million of temporarily idle raised funds for cash management, ensuring that this does not affect the implementation of fundraising investment projects and is in the interest of all shareholders [3][22]. Group 1: Meeting Details - The second meeting of the supervisory board was convened on July 25, 2025, via communication, with all three supervisors present, complying with relevant laws and regulations [2]. - The meeting's resolutions were deemed legal and effective [2]. Group 2: Fund Management Proposal - The supervisory board approved the proposal to use up to RMB 52,600 million of temporarily idle raised funds for cash management, which aligns with regulatory requirements and does not conflict with the intended use of the raised funds [3][22]. - The funds will be invested in low-risk, high-liquidity products such as structured deposits, large certificates of deposit, and time deposits, with a usage period of 12 months from the approval date [7][11]. Group 3: Fundraising Overview - The company raised a total of RMB 100,725 million through its initial public offering, with a net amount of RMB 90,975.85 million after deducting issuance costs [7][8]. - All raised funds are stored in a dedicated account, and the company has established a three-party supervision agreement with the underwriter and the bank [8]. Group 4: Investment Purpose and Benefits - The purpose of using idle funds for cash management is to enhance fund utilization efficiency and increase returns while ensuring the safety of the raised funds [10]. - This strategy is expected to improve overall performance and provide better returns for shareholders [17]. Group 5: Approval and Oversight - The proposal received unanimous approval from the supervisory board, confirming that it complies with relevant regulations and does not harm shareholder interests [22][23]. - The underwriter has also expressed no objections to the cash management plan, affirming that it will not affect the company's main business operations [24].

Group 1 - The company held its 12th meeting of the second Supervisory Board on July 25, 2025, via communication, with all three supervisors present, ensuring compliance with relevant laws and regulations [1][2] - The Supervisory Board approved the proposal to use up to RMB 526 million of temporarily idle raised funds for cash management, stating that this decision aligns with regulatory requirements and does not conflict with the implementation of investment projects [1][2] - The decision to manage idle funds is expected to enhance the company's capital efficiency and yield good financial returns, with unanimous support from all supervisors [1]

南京证券股份有限公司 使用部分暂时闲置募集资金进行现金管理的核查意见 南京证券股份有限公司（以下简称"南京证券"或"保荐机构"）作为麦澜 德医疗科技股份有限公司（以下简称"麦澜德"或"公司"）首次公开发行股票 并在科创板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《上市公 司募集资金监管规则》《上海证券交易所科创板股票上市规则》《上海证券交易 所科创板上市公司自律监管指引第 1 号——规范运作》等法律法规和规范性文件 的要求，对麦澜德使用部分暂时闲置募集资金进行现金管理的事项进行了认真、 审慎的核查，核查情况如下： 一、本次募集资金基本情况 根据中国证券监督管理委员会（以下简称"中国证监会"）出具的《关于同 意南京麦澜德医疗科技股份有限公司首次公开发行股票注册的批复》（证监许可 〔2022〕1189 号），公司获准向社会公众公开发行人民币普通股（A 股）2,500 万 股，每股面值为人民币 1 元，每股发行价格为人民币 40.29 元，募集资金总额为人 民币 100,725.00 万元，扣除各项发行费用人民币 9,749.15 万元（不含增值税）后， 实际募集资金净额为人民币 90,975.85 万元 ...