格隆汇1月7日｜A股市场部分脑机接口概念股明显回调，其中，麦澜德、熵基科技跌超10%，诚益通、 雷迪克跌超7%，博拓生物、爱朋医疗跌超6%，可孚医疗、翔宇医疗跌超5%，狄耐克、伟思医疗跌超 4%。 消息面上，多家脑机接口概念股出降温公告。其中，航天长峰称公司未实际开展脑机接口等相关业务； 伟思医疗称在脑机接口领域的新产品仍处于市场培育初期。 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688273 | 麦澜德 | 1 | -10.68 | 54.68亿 | 28.60 | | 301330 | 熵基科技 | + | -10.13 | 101亿 | 29.41 | | 300430 | 诚論通 | + | -7.55 | 69.85 69 | 33.09 | | 300652 | 雷迪克 | + | -7.14 | 83.61亿 | 14.25 | | 688767 | 博拓生物 | 源 | -6.37 | 67.63 Z | 19.88 | | 300753 | 爰朋医疗 | → | -6.38 | ...

Group 1: Data Standards and Regulations - The National Bureau of Statistics announced that by 2026, China will introduce over 30 national standards in the data field, focusing on emerging areas such as intelligent agents and embodied intelligence [2] - The development of standards for public data, high-quality datasets, and data infrastructure will be accelerated, along with key standards for urban digital transformation and a national integrated computing network [2] - In 2025, China developed 48 national standards and technical documents in the data field, with over one-third undergoing simultaneous validation trials during the drafting process [2] Group 2: Technology Developments - Huang Renxun stated at CES that server racks equipped with the new Rubin chip can be cooled without water cooling systems, requiring airflow similar to that of racks with Blackwell chips [3] - Following Huang's comments, data center cooling concept stocks experienced significant declines, with companies like Johnson Controls and Trane Technologies dropping by 10% and Modine by 20% [3] Group 3: Financing and Investment - XAI announced it raised $20 billion in its E round of financing, surpassing its $15 billion target, with strategic investors including Nvidia and Cisco [4] - Qiang Brain Technology, a brain-computer interface "unicorn," completed approximately 2 billion yuan in financing, making it the second-largest financing in the brain-computer interface field after Neuralink [5] Group 4: Market Trends - Two listed companies in lithium iron phosphate confirmed price increases of 1,500 to 2,000 yuan per ton for major clients [6] - Companies like Xiangyu Medical and Weisi Medical are focusing on non-invasive brain-computer interface technologies, but have not achieved large-scale sales as of the end of 2025 [7][8] - Micron's products in the brain-computer interface field are still in the research and market cultivation phase, with no significant impact on company performance yet [9] Group 5: Corporate Actions - Chip Origin announced the completion of the acquisition of Zhudian Semiconductor, with a new registered capital of 9.5 billion yuan, making it the largest shareholder [11] - Shengke Communication's second-largest shareholder plans to reduce its stake by up to 3% through trading methods [12] - Yandong Micro's fourth-largest shareholder reduced its stake from 6.08% to 6.00% as part of a previously disclosed plan [13]

【导读】脑机接口概念持续火热，多家上市公司回应 当日，伟思医疗、三博脑科、爱朋医疗、翔宇医疗、熵基科技、美好医疗、麦澜德、诚益通、创新医疗等17只概念股相继涨停， 多只个股斩获两连板。 伟思医疗 69.70 20.01% 11.62 2天2板 2025年3月20日回复称,公司目前在神经康复领域的技术布局 已从单一设备向"诊断-治疗-康复"全周期解决方案延伸,针对闭环神 ... 84.94 20.01% 14.16 最正宗 2天2板 股吧人气 2023年5月18日回复称脑机接口技术在神经医 学方面的临床诊疗及神经康复领域均有较大的应用前景,三博脑科作为" ... 1月6日，A股延续前一日的"开门红"，脑机接口概念板块成为最亮眼的"明星"。 翔宇医疗 688626 科创 融 2天2板 人气龙头- 2025年3月投资者关系活动记录表显示,目前,公司 已成立 Sun-BCILab 脑机接口实验室,并打造四大类产品体系,涵盖了 ... 爱朋医疗 39.96 20.00% 6 66 300753 2天2板 股吧人气 2024年3月20日回复称,脑机接口是大脑和外部设备之 间的桥梁,脑机接口系统主要由用户(大脑)、脑信号采 ...

Core Viewpoint - The brain-computer interface (BCI) concept continues to gain traction, with multiple listed companies responding positively to the trend, leading to significant stock price increases in the sector [2][3]. Group 1: Stock Performance - On January 6, several companies in the BCI sector, including Weisi Medical, Sanbo Brain Science, and Aipeng Medical, saw their stocks hit the daily limit, with many achieving consecutive gains [3]. - Weisi Medical's stock rose by 20.01% to 69.70, while Sanbo Brain Science also increased by 20.01% to 84.94, indicating strong market interest [4][5]. Group 2: Company Developments - Weisi Medical is expanding its technology layout in the neuro-rehabilitation field from a single device to a comprehensive solution covering diagnosis, treatment, and rehabilitation [4]. - Sanbo Brain Science has established a BCI laboratory and is developing a product system that includes various applications in clinical diagnosis and neuro-rehabilitation [4]. - Aipeng Medical emphasizes the role of BCI as a bridge between the brain and external devices, highlighting its potential applications [5]. Group 3: Market Trends and Projections - The rehabilitation medical device sector is a key focus area, with companies like Xiangyu Medical aiming to enter over 1,000 top-tier hospitals in China, indicating a robust commercialization strategy [11]. - The global BCI market is projected to reach approximately $12.4 billion by 2034, with a CAGR of 17% from 2025 to 2034, reflecting significant growth potential [17]. Group 4: Collaborations and Innovations - Companies are exploring collaborations to integrate BCI technology with robotics, as seen in the partnership between Yijia and Maillande to develop brain-controlled robots [13]. - Blue Si Technology has become a strategic investor in Qiangnao Technology, indicating strong interest in the BCI hardware sector [14]. - Qiangnao Technology recently completed a financing round of approximately 2 billion, making it the second-largest financing in the BCI field after Neuralink [15].

Core Viewpoint - Weisi Medical (688580) has experienced significant stock price movement, with a closing price of 69.7 yuan on January 6, 2026, marking a 20.01% increase and achieving a consecutive two-day limit-up [1]. Group 1: Trading Information - On January 6, 2026, the net inflow of main funds was 8.11 million yuan, indicating increased attention from institutional investors [3][6]. - The stock was listed on the "Dragon and Tiger List" due to its price increase deviation reaching 15% and a cumulative increase of 30% over three trading days [4][6]. Group 2: Company Announcements - Weisi Medical announced that its stock price had deviated significantly, with a cumulative increase exceeding 30% over three consecutive trading days, but confirmed that there were no undisclosed major issues and that operations remain normal [5]. - The company focuses on rehabilitation medical devices, with its brain-computer interface products still in the early stages of market cultivation and contributing limited revenue [5][6]. - For the first three quarters of 2025, Weisi Medical reported a revenue of 326 million yuan, representing a year-on-year growth of 11.58%, and a net profit attributable to shareholders of 102 million yuan, reflecting a year-on-year increase of 30.68% [5][6].

Core Viewpoint - The A-share market has reached a new record, with the Shanghai Composite Index closing at 4083.67 points, marking a 1.50% increase and breaking a ten-year high since July 2015, supported by a strong performance across various sectors and increased trading volume [1][2]. Market Performance - The A-share market exhibited a comprehensive upward trend, with significant contributions from the financial, materials, and technology sectors, driven by ongoing policy benefits and accelerated industrial trends [2]. - The financial sector, particularly securities and insurance, played a crucial role in supporting the Shanghai Composite Index above 4000 points, with companies like New China Life Insurance and China Pacific Insurance reaching new highs [2]. - The cyclical sector saw notable gains due to improved supply-demand dynamics, with the metals sector, including companies like Zijin Mining, experiencing significant price increases [2]. Emerging Trends - The technology and emerging industries continued to show structural growth, particularly in the brain-computer interface sector, which has become a hot topic, with companies like Beiyikang and Weisi Medical seeing substantial stock price increases [3]. - The brain-computer interface market in China is projected to exceed 120 billion yuan by 2040, with a compound annual growth rate of approximately 26%, indicating its potential as a key growth area in the global market [3]. Trading Volume and Capital Flow - The recent market rally is characterized by a significant increase in both trading volume and price, with the Shanghai Composite Index rising nearly 7% since December 17, 2025, and total market turnover increasing from 1.8 trillion yuan to 2.8 trillion yuan [4]. - Various funding sources, including foreign capital and margin trading, have contributed to this volume increase, with margin trading balances reaching a historical high of 25,606.48 billion yuan [4]. Institutional Outlook - Institutions are generally optimistic about the A-share market's future performance, attributing the current rally to a confluence of favorable policies, capital influx, and strong fundamentals [6]. - Analysts suggest that the ongoing "spring rally" has room for further development, with a focus on sectors benefiting from AI investments and global manufacturing recovery, such as industrial resources and equipment exports [7].

多家公司表示，其脑机接口产品尚处早期培育阶段，且技术路线与国际主流有明显区别。 近期，脑机接口等概念股持续飙涨。截至1月6日，已有多只概念股连续三个交易日收盘价涨幅偏离值累计达到30%。对 此，多家上市公司1月6日晚发布股票交易异常波动公告，称在脑机接口领域的新产品仍处于市场培育初期，且与国际主 流存在显著技术路径差异。 其中，麦澜德在公告中称，截至目前，公司在脑机接口领域的产品尚处于研发及市场培育期，尚未实现规模化销售，暂 未对公司业绩产生重大影响。技术路线上，公司主要聚焦于非侵入式脑机接口技术的研发和产品化，与当前国际主流的 侵入式脑机接口存在显著技术路径差异。 伟思医疗在公告中也表示，公司主营业务聚焦于康复医疗器械的研发、生产与销售，产品广泛应用于精神康复、盆底及 产后康复、神经康复等领域。截至2025年末，公司在脑机接口领域的新产品仍处于市场培育初期，主要布局非侵入式技 术路线，与当前国际领先的侵入式脑机接口存在显著技术路径差异，相关产品尚未实现规模化销售，对整体营业收入的 贡献仍较为有限。 证券代码:688580 证券简称:伟思医疗 公告编号:2026-001 南京伟恩医疗科技股份有限公司 股票交易 ...

Core Viewpoint - Multiple companies indicate that their brain-computer interface (BCI) products are still in the early cultivation stage, with significant differences in technical routes compared to international mainstream technologies [1]. Group 1: Company Announcements - Several listed companies, including Nanjing Mailande Medical Technology Co., Ltd., reported that their BCI products are still in the research and market cultivation phase and have not yet achieved large-scale sales, thus not significantly impacting their financial performance [4][5]. - Mailande focuses on the development and productization of non-invasive BCI technology, which differs significantly from the invasive BCI technologies currently mainstream internationally [4]. - Weisi Medical also stated that its new products in the BCI field are in the early market cultivation stage, primarily focusing on non-invasive technology, with limited contribution to overall revenue [5]. - Xiangyu Medical revealed that it is concentrating on non-invasive BCI technology, covering various rehabilitation scenarios, but has not yet achieved large-scale sales, resulting in a small revenue contribution [8]. Group 2: Market Reactions and Regulatory Actions - As of January 6, several BCI-related stocks experienced a cumulative price deviation exceeding 30% over three consecutive trading days, prompting the companies to issue announcements regarding abnormal stock trading [4]. - The Shanghai Stock Exchange issued an inquiry letter to Yahui Long, requesting additional disclosures regarding its strategic cooperation framework agreement with Shenzhen Brain Machine Star Chain Technology Co., Ltd., including details on technology routes and product types [11]. - Yahui Long's subsequent announcement clarified that its partner, Brain Machine Star Chain, is in the early stages of product development, focusing on non-invasive technologies, and has not yet entered the registration phase for its products [13].

Company Announcements - Jia Mei Packaging's stock price increased by 230% from December 17, 2025, to January 6, 2026, leading to a suspension for investigation starting January 7, 2026 [2] - Guosheng Technology's stock rose by 370.2% during the same period, prompting a suspension for investigation effective January 7, 2026 [3] - Fenglong Co., Ltd. indicated that it may apply for a suspension if its stock price continues to rise abnormally [4] - Xinfang Pharmaceutical is facing public prosecution for alleged unit bribery [7] - Shengke Communication's second-largest shareholder plans to reduce its stake by no more than 3% [8] - Chip Origin Technology completed the acquisition of Zhudian Semiconductor [9] - Robotech's subsidiary signed a significant contract for automatic optical switch packaging with a Swiss client [10] - Aerospace Changfeng clarified that it does not engage in brain-computer interface or commercial aerospace businesses [12] - Chengjian Development holds 18.91 million shares of Century Space, making it the fourth-largest shareholder [13] - Sanbo Brain Science is not involved in the research, production, or sales of brain-computer interface products [14] - Weisi Medical's new products in the brain-computer interface field are still in the early market cultivation stage [16] - Mairande's products in the brain-computer interface area are also in the research and market cultivation phase [17] - Guankang Technology plans to acquire 100% of Liaojing Electronics, with stock resuming trading [19] - Yahui Long signed a strategic cooperation framework agreement with Brain Machine Star Chain to expand its presence in the brain-computer interface field [20] - China Satellite Communications warned that its stock price is at a historical high and may experience a significant drop [21] - Beidou Star Communication stated that commercial aerospace is just one application scenario for its products and services [22] Financial Performance - Lier Chemical expects a net profit increase of 113.62% to 132.19% for 2025 [39] - Zhongtai Co., Ltd. anticipates a net profit of 420 million to 480 million yuan for 2025, recovering from a previous loss [38] Financing and Capital Increase - Desai Xiwai is planning to issue H-shares and list on the Hong Kong Stock Exchange [40] - Xingye Yinx is also preparing to issue H-shares for listing on the Hong Kong Stock Exchange [41] Other Significant Events - Baotailong's controlling shareholder was ordered to rectify its failure to fulfill a shareholding increase commitment [42] - *ST Changyao's stock may face termination of listing due to negative net assets and other financial issues [43]

资金流向方面，该股今日全天主力资金净流入149.61万元。（数据宝） 1月6日伟思医疗（688580）收盘价69.70元，收盘涨停，全天换手率10.74%，振幅9.09%，成交额6.98亿 元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 伟思医疗1月6日龙虎榜 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.72亿元， 其中，买入成交额为7562.98 万元，卖出成交额为9590.80万元，合计净卖出2027.82万元。具体来看，今日上榜营业部中，第一大买 入营业部为高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部，买入金额为2382.30万元， 其次是摩根大通证券(中国)有限公司上海银城中路证券营业部，买入金额1522.09万元。卖出营业部中， 卖出金额居首的是国泰海通证券股份有限公司大同向阳街证券营业部，卖出金额为3505.09万元。 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 2382.30 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 1522. ...