证券代码：688580 证券简称：伟思医疗 公告编号：2026-002 南京伟思医疗科技股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东持有的基本情况 截止本公告披露日，南京伟思医疗科技股份有限公司（以下简称"公司"） 相关股东持股情况如下： 南京志达创业投资中心（有限合伙）（以下简称"志达创投"）作为南京伟思 医疗科技股份有限公司（以下简称"公司"）的股东，持有公司 6,758,338 股股 份，占公司总股本 7.06%。志达创投与公司实际控制人王志愚为一致行动人关系。 志达创投拟通过集中竞价、大宗交易方式减持公司股份，合计减持不超过 2,873,137 股，合计减持比例不超过公司总股本的 3%。其中，通过集中竞价交易 方式减持股份的，减持股份数量合计不超过 957,712 股，即不超过公司股份总数 的 1%，自本公告披露之日起 15 个交易日后的 3 个月内进行；通过大宗交易方式 减持股份的，减持股份数量合计不超过 1,915,425 股，即不超过公司 ...

智通财经APP讯，伟思医疗(688580.SH)公告，公司股东志达创投拟通过集中竞价、大宗交易方式减持 公司股份，合计减持不超过287.31万股，合计减持比例不超过公司总股本的3%。 ...

伟思医疗(688580.SH)公告，公司股东志达创投拟通过集中竞价、大宗交易方式减持公司股份，合计减 持不超过287.31万股，合计减持比例不超过公司总股本的3%。 ...

Investment Rating - The report maintains an "Overweight" rating for the medical device industry [5]. Core Insights - The medical device industry in China has a prominent supply chain advantage, with overseas markets expected to maintain rapid growth. The brain-computer interface (BCI) sector is at a critical turning point, likely to see demand release. AI medical applications are gradually becoming operational, poised to reshape the health market [3]. Summary by Relevant Sections Investment Recommendations - For the overseas medical device sector, recommended stocks include: United Imaging Healthcare, Nanwei Medical, Microelectronic Physiology, Guichuang Tongqiao, Yuyue Medical, and New Industry. Stocks to watch include: Jingfeng Medical, MicroPort Scientific, and Chuangli Medical [5]. - In the brain-computer interface sector, recommended stocks are: Lepu Medical, Weisi Medical. Stocks to watch include: Meihao Medical, Xiangyu Medical, Mcland, Xinwei Medical, Aipeng Medical, Chengyitong, Chuangxin Medical, and Botuo Bio [5]. - For the AI + device sector, recommended stocks are: Yuyue Medical, BGI Genomics, KingMed Diagnostics, and United Imaging Healthcare. Stocks to watch include: Dian Diagnostics [5]. Overseas Market Growth - The supply chain advantage of domestic medical devices is significant, with exports expected to grow rapidly. In the first three quarters of 2025, United Imaging Healthcare's overseas revenue increased by 41.97% year-on-year, becoming a crucial growth driver for the company. The company continues to expand its market share in key regions due to superior product performance and localized service capabilities. By December 2025, MicroPort Scientific's global cumulative order volume exceeded 160 units, with core products in endoscopy, orthopedics, and vascular intervention surpassing 230 units in total orders. In 2025, Jingfeng Medical achieved a breakthrough in multiple key global markets, leading to explosive growth in overseas orders [5]. Brain-Computer Interface Market - The brain-computer interface market is at a pivotal turning point, with anticipated demand release. China's "14th Five-Year Plan" explicitly suggests a forward-looking layout for future industries, promoting BCI as a new economic growth point. In December 2025, Elon Musk announced that Neuralink would begin large-scale production of BCI devices in 2026, transitioning to a more streamlined and nearly fully automated surgical process. In January 2026, China's BCI company Strong Brain Technology announced it had completed a new round of financing of approximately 2 billion yuan, setting a record for the second-largest single financing in the field globally, following Neuralink. The funds will be used to accelerate core technology research and development, extreme engineering breakthroughs, and product scaling and mass production [5]. AI Medical Applications - AI medical applications are gradually becoming operational, with the potential to reshape the health market. In June 2025, Ant Group launched the AI Health Manager AQ, which was officially upgraded to "Antifufu" in December 2025. By January 2026, the "Antifufu" app had over 30 million monthly active users, with daily inquiries exceeding 10 million, 55% of which came from third-tier cities and below. In January 2026, Tempus AI reported preliminary revenue of approximately 1.27 billion USD for 2025, representing an 83% year-on-year increase, exceeding initial expectations. OpenAI announced the acquisition of the healthcare tech startup Torch to expand into the healthcare sector, while Google launched the next-generation open-source medical AI model MedGemma1.5 and released the open-source medical speech-to-text model MedASR [5].

资料显示，南京伟思医疗科技股份有限公司位于江苏省南京市雨花台区宁双路19号9栋，成立日期2001 年1月10日，上市日期2020年7月21日，公司主营业务涉及康复医疗器械的研发、生产和销售,以研发创 新为发展驱动力,致力于在盆底及产后康复、神经康复、精神康复等细分领域为医疗及专业机构提供安 全、有效的康复医疗产品及整体解决方案。主营业务收入构成为：磁刺激类39.44%，耗材及配件 19.42%，电生理类19.18%，激光射频类10.26%，电刺激类8.42%，其他3.28%。 伟思医疗所属申万行业为：医药生物-医疗器械-医疗设备。所属概念板块包括：人脑工程（脑机接 口）、医疗器械、增持回购、融资融券、机器人概念等。 截至9月30日，伟思医疗股东户数8098.00，较上期增加0.04%；人均流通股11826股，较上期减少 0.04%。2025年1月-9月，伟思医疗实现营业收入3.26亿元，同比增长11.58%；归母净利润1.02亿元，同 比增长30.68%。 资金流向方面，主力资金净流出87.05万元，特大单买入244.72万元，占比4.93%，卖出364.56万元，占 比7.35%；大单买入1381.34万元 ...

Investment Rating - The report maintains a rating of "Overweight" for the pharmaceutical and biotechnology sector [4]. Core Insights - The brain-computer interface (BCI) sector is showing active performance, with recommendations to continue monitoring thematic opportunities. The global BCI market is projected to reach USD 7.63 billion by 2029, indicating a rapidly opening blue ocean market [20][21]. - The investment strategy emphasizes the importance of clinical value in the pharmaceutical sector, focusing on innovative drug chains and medical devices. Key recommendations include companies involved in BD overseas acceleration and high-end medical devices [23][25]. Summary by Sections Market Review - The A-share pharmaceutical and biotechnology index rose by 7.81%, outperforming the CSI 300 index by 5.03 percentage points and the ChiNext index by 2.10 percentage points, ranking 6th among 31 sub-industries. The Hong Kong Hang Seng Healthcare Index increased by 10.26%, surpassing the Hang Seng Index by 11.57 percentage points [15][9]. R&D Progress - Recent clinical applications include IMM2510 and Tida-Paclitaxel from Yiming Anke, with ongoing Phase III trials for Tiengoteini from Yaokang and Phase II trials for SYS6017 from Shiyao Group [28]. Key Recommendations - Focus on three categories of companies: 1. Medical scene integrators (e.g., Xiangyu Medical, Weisi Medical) benefiting from insurance payment integration and existing rehabilitation needs [21]. 2. Leaders in invasive/semi-invasive technologies (e.g., Xinwei Medical, Jieti Medical) with significant technological advantages [21]. 3. Full-process support providers (e.g., Meihua Medical, Sanbo Neuroscience) focusing on high-certainty segments like supply chain production and clinical development [21]. Financial Forecasts and Valuations - Key companies and their projected earnings per share (EPS) and price-to-earnings (PE) ratios for 2024-2026 include: - Tianzhili: EPS of 0.64, PE of 24 [3]. - Innovent Biologics: EPS of -0.06, PE of NA [3]. - WuXi AppTec: EPS of 3.27, PE of 30 [3]. - Mindray Medical: EPS of 9.62, PE of 21 [3]. - Weisi Medical: EPS of 1.06, PE of 62 [3]. Policy and Industry Resonance - The report highlights a structural shift in domestic policies favoring innovative drugs, with a focus on clinical value and the potential for valuation recovery in the pharmaceutical sector. The report suggests that the investment attractiveness of the pharmaceutical sector will continue to grow [23][24].

Industry Overview - Brain-Computer Interface (BCI) is a new cross-disciplinary technology that creates a communication channel between the brain and external devices, enabling direct information exchange [6] - BCIs can be classified into three types: invasive, semi-invasive, and non-invasive, with applications in medical rehabilitation, consumer interactions, and military fields [7] - The global BCI market is projected to reach $7.63 billion by 2029, growing from $1.2 billion in 2019 to nearly $2 billion in 2023, with a compound annual growth rate (CAGR) exceeding 13% from 2019 to 2023 [13][14] - Over 1,500 financing events in the global BCI sector have raised nearly $10 billion, with significant investments in both the U.S. and China [16] Policy Guidance - Major countries have launched brain initiatives to support BCI development, with the U.S. investing approximately $4.5 billion in its BRAIN Initiative since 2013 [37][40] - China has initiated its "Brain Science and Brain-Like Intelligence Technology" project, with funding expected to reach hundreds of billions of yuan [39][42] Clinical Situation - The medical demand for BCIs is driven by the need for rehabilitation in stroke and disabled populations, with significant clinical research already underway for various diseases [3][33] - Clinical trials for BCIs are accelerating globally, with a rapid increase in the number of trials in China [3][11] Industry Progress - Notable advancements include Neuralink's implantation of over 10 devices and Synchron's achievement of brain-controlled iPad functionality [4][4] - Key overseas companies like Neuralink and Synchron are leading in the invasive BCI field, focusing on treatment and human-computer interaction [4][4] - Domestic companies are also making strides, with clinical trials accelerating and real-time Chinese language decoding being achieved [4][4] Industry Chain Analysis - The BCI industry chain consists of upstream hardware and software supply, midstream BCI product supply, and downstream applications in various fields [18] - Upstream technology innovation barriers are high, with breakthroughs in flexible electrodes and chips being critical [20][21] - Downstream applications are primarily in the medical field, which is the most mature area for commercialization [30]

Group 1 - The stock price of Weisi Medical (688580) closed at 65.7 yuan on January 9, 2026, representing a 35.74% increase from the previous week's closing price of 48.4 yuan [1] - The stock reached a nearly one-year high of 72.27 yuan on January 7, 2026, and recorded a low of 51.9 yuan on January 5, 2026 [1] - The company has a current market capitalization of 6.292 billion yuan, ranking 62nd out of 127 in the medical device sector and 2932nd out of 5182 in the A-share market [1] Group 2 - Weisi Medical's stock experienced abnormal trading fluctuations, with a cumulative price deviation of over 30% for three consecutive days, leading to its appearance on the "Dragon and Tiger List" on January 6, 2026 [2][3] - The company confirmed that there are no undisclosed matters affecting its operations, and its business remains stable [2] - For the first three quarters of 2025, Weisi Medical reported revenue of 326 million yuan, an increase of 11.58% year-on-year, and a net profit attributable to shareholders of 102 million yuan, reflecting a year-on-year growth of 30.68% [2][3]

Group 1 - The core focus of the news is the surge in stock prices of companies involved in brain-computer interface (BCI) technology, reminiscent of the AI boom following AlphaGo's victory over Lee Sedol in 2016, with a notable increase in the sector's stock prices exceeding 12% on the first trading day of 2026 [1] - Companies like Sanbo Neuroscience and Xiangyu Medical have experienced consecutive trading halts, with Xiangyu Medical and Weisi Medical achieving two 20% trading halts in four trading days, indicating strong market interest [1] - The market's enthusiasm is driven by the perceived potential of the BCI sector, with Morgan Stanley predicting that the U.S. market for BCI implant devices could reach $80 billion by 2035 [1] Group 2 - Despite the excitement, experts caution that medical-grade applications of BCI are expected to take 3 to 5 years for approval, while consumer-grade products face challenges such as bulkiness, low user engagement, and high costs [2] - Historical precedents raise concerns about the sustainability of the current hype, with past instances like the metaverse index and AI stocks experiencing significant volatility [2] - Investment in the BCI sector has seen 16 financing events totaling 983 million yuan in 2025, but no products have been commercially launched yet, indicating that many startups are still in the concept validation stage [2] Group 3 - Sanbo Neuroscience clarified that it does not engage in the research, production, or sales of BCI products, and the revenue from neuro-regulation technology is minimal, having little impact on overall performance [3] - Xiangyu Medical acknowledged its investment in BCI technology but noted that related products have not achieved significant sales volume as of the end of 2025 [3] - Some companies, like Yahui Long, faced regulatory warnings for inaccurate disclosures related to BCI partnerships, highlighting the risks of speculative trading in this sector [3]

Group 1 - The core viewpoint of the article highlights a significant surge in A-share market stocks related to brain-computer interface (BCI) technology, driven by recent developments in the sector [1] - Aipeng Medical reached a 20% daily limit increase, while Kefu Medical rose over 15%, indicating strong investor interest in BCI-related companies [1] - Notable stocks such as Nanjing Panda, Pulite, and Innovation Medical achieved a 10% daily limit increase, reflecting a broader trend of positive market sentiment towards BCI stocks [1] Group 2 - The article mentions that on January 6, Strong Brain Technology, a leading company in the BCI field, announced the completion of approximately 2 billion RMB in financing, marking a significant milestone for the industry [1] - This financing round is noted to be the second largest globally in the BCI sector, only behind Neuralink, which is owned by Elon Musk [1] - The financing success of Strong Brain Technology is expected to further stimulate interest and investment in the BCI market, potentially leading to more advancements and innovations in the field [1]