基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据。基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。1.22日共有16位基金经理发生任职变动。 根据巨灵统计的数据，近30天（12.23-1.22）共有595只基金产品的基金经理发生离职。其中今天（1.22）日有18只基金产 品发布基金经理离职公告，涉及8名基金经理。从变动原因上来看，有5位基金经理是由于工作变动而从管理的7只基金产品 中离职。有1位基金经理是由于产品到期而从管理的1只基金产品中离职。有1位基金经理是由于辞职而从管理的2只基金产 品中离职。有1位基金经理是由于个人原因而从管理的8只基金产品中离职。 | | | 基金代码 | 公告日期 | | | | | --- | --- | --- | --- | --- | --- | --- | | ■開切/し | | 005607 | 2026/1/22 | 20: | | | | | 华宝中证500增强C | 005608 | 2 ...

来源：钛媒体 本周机构调研热度环比下降，被调研公司数量整体减少，但头部个股受关注度升高。调研数据不仅反映了资金关注方向，也折射出当前行业景气度 的变化趋势。谁是本周最受机构青睐的公司？ 翔宇医疗（688626） 【公司简介】 1月13日，翔宇医疗接待了多家机构调研，包括长江证券、海富通基金、山证资管、同泰基金、中邮证券、泉汐投资、国信证券、中国人保资产等 208家机构。翔宇医疗专注于康复医疗器械的研发、生产与销售，主营业务涵盖康复评定设备、康复训练设备、康复理疗设备等系列产品，广泛服务 于各级医疗机构、养老机构、康复中心等下游场景。公司深耕康复医疗领域多年，在产品技术研发与临床应用适配方面积累了深厚经验。随着人口 老龄化进程加快、居民健康意识提升以及国家对康复医疗产业支持政策的落地，公司在康复器械智能化、家用化等方向的布局正成为中长期成长的 核心驱动力。本次调研显示机构对其产品创新能力与市场拓展潜力保持高度关注。 【济安金信上市公司竞争力评级】 与全国 5168 家 A 股上市公司对比，翔宇医疗在八项能力维度中的表现如下： ● 机会（Opportunities）：相较于行业龙头三一重工及行业基准，翔宇医疗在多 ...

近日，记者走进安阳市内黄县，在这座豫北小城里，脑机接口正以一种"看得见、摸得着"的方式，悄然 改变着康复医疗的想象边界。 在河南翔宇医疗设备股份有限公司（以下简称"翔宇医疗"）展厅，记者刚坐上康复训练设备，还未刻意 发力，腿部已随之抬起、放下。"挺神奇的，感觉是脑子在'指挥'，身体自己动了。"一句话，道出了不 少初次接触脑机接口产品体验者的直观感受。 作为国内康复医疗器械行业的领军企业之一，翔宇医疗是河南"新字号"企业的代表。近年来，这家扎根 内黄的企业不断向前沿技术挺进，脑机接口正是其重点布局的新赛道。 让创新在安静中生长 在内黄翔宇医疗的实验室里，脑机接口褪去了"高科技"的神秘光环，展现出最质朴的"真实"。当意念驱 动轮椅前行，当设备辅助肢体抬起，技术不再是冰冷的概念，而是切实解决康复需求的工具。 当前，国内脑机接口产业正处在技术加速迭代、应用场景不断拓展的关键期，形成了侵入式和非侵入式 两条技术路线并行发展的格局。"侵入式技术需要手术植入电极，信号精度高，但风险和成本较高，应 用场景相对有限。"翔宇医疗脑科学实验室产品副总监陈宣伯介绍，相比之下，非侵入式脑机接口通过 脑电帽等方式采集信号，更安全、便捷， ...

近日，记者走进安阳市内黄县，在这座豫北小城里，脑机接口正以一种"看得见、摸得着"的方式，悄然 改变着康复医疗的想象边界。 在河南翔宇医疗设备股份有限公司（以下简称"翔宇医疗"）展厅，记者刚坐上康复训练设备，还未刻意 发力，腿部已随之抬起、放下。"挺神奇的，感觉是脑子在'指挥'，身体自己动了。"一句话，道出了不 少初次接触脑机接口产品体验者的直观感受。 作为国内康复医疗器械行业的领军企业之一，翔宇医疗是河南"新字号"企业的代表。近年来，这家扎根 内黄的企业不断向前沿技术挺进，脑机接口正是其重点布局的新赛道。 走进翔宇医疗脑科学实验室，脑电采集设备、外骨骼机器人等一字排开。工作人员引导记者戴上脑电 帽，目光专注于屏幕上的指定区域，随着模块有节律地闪动，康复训练设备迅速启动。"不用用力，只 需要'想'。"工作人员介绍，这是通过非侵入式脑机接口技术，将脑电信号转化为设备指令，帮助康复 人员完成肢体训练。 在另一侧的体验区，一台轮椅吸引了记者的注意。"这不是普通轮椅，可以用意念控制。"在确认指令模 块后，记者尝试集中注意力，轮椅随即缓慢前行、后退。"如果抬头或低头，系统会立刻触发紧急停 止，安全性是首要考虑。"工作人员 ...

脑机接口市场发展情况如何？未来的产业发展方向是什么？翔宇医疗如何紧抓市场机遇？带着这些问 题，《证券日报》记者走进翔宇医疗，与公司董事长何永正展开探讨与交流。 脑机接口赋能主动康复 脑机接口作为康复领域的创新技术，正引领着康复行业从"被动康复"转向"主动康复"。该技术通过实时 捕捉脑电信号并解码，驱动外部设备对大脑进行针对性刺激，形成"感知－响应－强化"的神经发育闭 环，让康复训练更高效、更精准。 本报记者 肖艳青 作为连接大脑与外部设备的颠覆性技术，脑机接口正被全球科技界视为重构人机交互范式的核心方向。 在政策支持、技术突破与资本涌入等多重因素驱动下，脑机接口产业发展提速，应用前景已从医疗康复 延伸至消费电子等多元场景，展现出巨大的市场潜力。 河南翔宇医疗设备股份有限公司（以下简称"翔宇医疗"）凭借在康复医疗领域的技术积淀，自2015年起 便开始布局脑机接口及类脑研究。目前该公司率先实现脑机接口技术的临床转化，相关产品已进入国内 超600家三级甲等医院，覆盖神经康复、运动功能重建等核心领域，成为国内脑机接口医疗应用的领军 企业。 "主动康复效果强于被动康复。"何永正表示，"脑机接口技术是一种让大脑持续深度参 ...

证券之星消息，1月21日医疗器械板块较上一交易日上涨0.54%，N爱舍伦领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。医疗器械板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688108 赛诺医疗 | | 6917.57万 | 10.43% | -2441.95万 | -3.68% | -4475.62万 | -6.75% | | 300003 乐普医疗 | | 4854.48万 | 7.83% | 516.81万 | 0.83% | -5371.29万 | -8.67% | | 688607 康众医疗 | | 4784.76万 | 10.90% | -1895.85万 | -4.32% | -2888.91万 | -6.58% | | 301235 华康洁净 | | 4691.14万 | 6.12% | -1334.42万 | -1.74 ...

| | | 基金代码 | 公告日期 | 2 | | | | --- | --- | --- | --- | --- | --- | --- | | | | 266910 | 2026/1/21 | 20: | | | | | 八八十五十八年四十四年四川十五十八 | 866510 | 2026/1/21 | 20'cui 11 46 | 14746 | MALERH I | | 张耀 | 永康上证科创板100指数增强C | 021279 | 2026/1/21 | 2026/1/20 | 蜜脂 | 工作变动 | | | 永藤上证科创板100指数增强A | 021278 | 2026/1/21 | 2026/1/20 | 蜜脂 | 工作变动 | | | 中信保诚稳瑞债券D | 022993 | 2026/1/21 | 2026/1/19 | 盟 配 | ■ 作受动 | | 减湿玲 | 中信保诚稳瑞债券C | 003278 | 2026/1/21 | 2026/1/19 | 屋配 | 工作变动 | | | 中信保诚稳瑞债券A | 003277 | 2026/1/21 | 2026/1/19 | 离起 | ■ 作变动 ...

Core Viewpoint - The rehabilitation industry is viewed as a "golden track" with significant growth potential, driven by brain-computer interface (BCI) technology, which is expected to reshape the industry landscape [1] Group 1: Technological Innovation - The company focuses on three cutting-edge areas: brain-computer interfaces, rehabilitation robots, and AI medical technology, with BCI technology accelerating commercialization [2] - A comprehensive product matrix for rehabilitation robots has been established, with plans to launch 5-6 new products by 2026, including various specialized robots [2][4] - The company has initiated a brain science laboratory and developed five technical platforms to enhance its BCI technology, achieving compatibility between EEG devices and rehabilitation equipment [4] Group 2: Research and Development Investment - The company plans to maintain R&D investment at over 20% of revenue for the next 3-5 years, with more than 30% allocated to frontier technology research [5] - In the first three quarters of 2025, R&D investment reached approximately 49.09 million yuan, a year-on-year increase of 27.67%, accounting for 27.58% of quarterly revenue [5] Group 3: Market Transformation - The company has partnered with over 600 leading hospitals to establish BCI rehabilitation treatment and clinical research centers, enhancing treatment precision and effectiveness [6] - The company is transitioning from passive to active rehabilitation models, leveraging BCI technology to empower various rehabilitation products [6] Group 4: International Expansion - The company is accelerating its international market strategy, with overseas sales expected to double in 2024 compared to 2023, aiming for international revenue to account for over 30% by 2030 [7] - The company is pursuing compliance certifications such as EU CE and US FDA to facilitate international market entry and is exploring partnerships and acquisitions to enhance its global presence [7] Group 5: Ecosystem Development - The company is focused on building a comprehensive rehabilitation ecosystem, emphasizing the integration of BCI technology into rehabilitation devices, which is seen as essential for future products [8] - The trend towards lightweight, portable, and home-based rehabilitation devices is expected to drive significant growth in the home rehabilitation market [8] Group 6: Industry Integration - The company plans to strengthen its supply chain for core components and aims to execute 3-5 mergers and acquisitions between 2026 and 2030 to integrate high-growth startups [9] - The company targets to establish chain rehabilitation hospitals featuring BCI and rehabilitation robots, with a goal of achieving over 20% of service revenue by 2030 [9]

Core Viewpoint - The rehabilitation industry is viewed as a "golden track" with significant growth potential, driven by brain-computer interface (BCI) technology, which is expected to reshape the industry landscape [1] Group 1: Technological Innovation - The company focuses on three cutting-edge areas: brain-computer interfaces, rehabilitation robots, and AI medical technology, with BCI technology accelerating commercialization [2] - A comprehensive product matrix in rehabilitation robotics has been established, with plans to launch 5-6 medical device registrations by 2026 [2] - The company has initiated a brain science laboratory and developed five technical platforms to enhance BCI technology integration with rehabilitation equipment [3] - Continuous R&D investment is planned to remain above 20% of revenue over the next 3-5 years, with a significant portion allocated to frontier technology research [4] Group 2: Market Transformation - The company has partnered with over 600 leading hospitals to establish BCI rehabilitation treatment and clinical research centers, aiming to create regional treatment benchmarks [5] - The integration of BCI technology into multi-joint exoskeleton robots and various rehabilitation products is expected to enhance treatment precision and effectiveness [6] - A dual strategy of deepening medical institution engagement while expanding into outpatient markets is being implemented, targeting public hospitals, private hospitals, and rehabilitation institutions [6] Group 3: International Expansion - The company is accelerating its international business, with overseas sales expected to double in 2024 compared to 2023, aiming for international revenue to account for over 30% by 2030 [6][7] - Compliance with international certification standards, such as EU CE and US FDA, is being prioritized to facilitate market entry [7] Group 4: Ecosystem Development - The company is focused on building a comprehensive rehabilitation ecosystem, emphasizing the importance of BCI technology in future rehabilitation devices [8] - The trend towards lightweight, portable, and home-based rehabilitation devices is noted, with a vision to integrate rehabilitation equipment into everyday household items [8] Group 5: Industry Integration - Strengthening the supply chain for core components like chips and sensors is a priority, along with plans for mergers and acquisitions to consolidate industry resources [9] - The company aims to establish chain rehabilitation hospitals featuring BCI and rehabilitation robotics, targeting a service revenue contribution of over 20% by 2030 [9]

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