机构表示，外部地缘政治变化不断促发军工关注度，提升军工行业整体估值，且军工板块二季度业绩初步 预期逐渐落地，部分白马股有望触底反转；叠加"十五五"规划逐步推动，军工板块后续将逐渐上涨。 6月最后一个交易日，A股全线走高，创业板指、科创50指数等涨超1%。全月来看，沪指上涨2.9%， 深证成指、创业板指分别上涨4.23%、8%。 港股今日疲弱，尾盘加速跳水，恒生指数跌近1%。 具体来看，A股主要股指盘中强势上扬，创业板指等涨超1%。截至收盘，沪指涨0.59%报3444.43点，深 证成指涨0.83%报10465.12点，创业板指涨1.35%报2153.01点，科创50指数涨1.54%，沪深北三市合计 成交15175亿元，较此前一日减少584亿元。 场内超4000股飘红，军工板块延续强势，中光防雷斩获3连板，北方长龙、长城军工续创历史新高；光刻 机概念爆发，蓝英装备20%涨停，广信材料涨超15%；人脑工程概念崛起，翔宇医疗20%涨停，爱朋医疗 涨超10%；创新药概念拉升，毕得医药、药康生物、奥浦迈等涨超10%。券商、银行板块疲弱，国盛金控 大幅回落。 港股方面，截至收盘，恒生指数跌0.87%，恒生科技指数跌0.7 ...

【导读】多个利好，全线大涨！ 中国基金报记者 泰勒 大家好啊，今天市场全线大涨！一起回顾下发生了什么事情。 6月30日，A股全天反弹，创业板指领涨。截至 收盘，沪指涨0.59%，深成指涨0.83%，创业板指涨1.35%。 市场共4056家公司上涨，1127家公司下跌，92只个股涨停！ 从上半年市场表现来看，主要股指全线上涨。其中沪指上半年 涨2.76%，北证50指数大涨39.45%，一度创出历史新高。 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 92 | | 涨幅 > 7% | 172 | | 涨幅 5-7% | 159 | | 涨幅 3-5% | 440 | | 涨幅 0-3% | 3286 | | 跌幅 0-3% | 1072 | | 跌幅 3-5% | 35 | | 跌幅 5-7% | 12 | | 跌幅 > 7% | 8 | | 其中 跌停 | 5 | | 上涨家数 | 4056 | | 下跌家数 | 1127 | | 平盘停牌 | 237 | | 总品种数 | 5420 | | 总成交额 | 15173.70亿 | | 总成交量 | 114608.8万 | | ...

截至2025年6月30日 13:30，上证科创板综合指数(000680)强势上涨1.51%，成分股翔宇医疗(688626)上涨 20.01%，华强科技(688151)上涨16.29%，晶品特装(688084)上涨15.29%，毕得医药(688073)，药康生物 (688046)等个股跟涨。科创综指ETF(589680)上涨1.56%，最新价报0.98元。 科创综指ETF(589680)，场外联接A：023757；联接C：023758；联接I：024141。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 民生证券称，AI应用百花齐放，医疗、司法、金融、教育等具备广阔落地潜力。随着国产模型、国产 算力生态成熟，AI应用在多个垂直场景有望加速落地。以医疗为例，6月26日，蚂蚁集团推出全新的AI 健康应用"AQ"。基于蚂蚁的医疗大模型，AQ提供健康科普、就诊咨询、报告解读、健康档案等AI功 能，连接了全国超5000家医院、近百万医生、近200个名医AI分身等医疗服务。阿里、蚂蚁、字节、腾 讯等国内科技巨头纷纷入局，以模型能力为基石，联合拥有深刻行业Know-how的IT厂商，加速推进AI 应 ...

| | 技 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 002246 | 北化股 份 | 7.00 | 5.45 | 13.45 | 14.22 | 5.74 | | 000590 | 启迪药 业 | 6.85 | 3.82 | 10.21 | 10.77 | 5.48 | | 300269 | 联建光 电 | 12.60 | 18.26 | 5.26 | 5.54 | 5.40 | （文章来源：证券时报网） 6月30日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300581 | 晨曦航 空 | 19.99 | 12.90 | 17.78 | 20.47 | 15.14 | | 873169 | 七丰精 工 | 15.15 | 17.92 | 40.16 | 44.85 | 11.69 | ...

Group 1 - The core viewpoint of the articles highlights the significant advancements in brain-computer interface (BCI) technology, particularly through Neuralink's recent demonstrations, which have led to a surge in related stock prices for companies in the sector [1][2] - Neuralink has successfully implanted its N1 brain-computer interface in 7 patients, including 4 with spinal cord injuries and 3 with amyotrophic lateral sclerosis (ALS), enabling them to control computers using their thoughts [1] - The market for BCI technology is projected to grow significantly, with an estimated additional market space of approximately $10 billion globally over the next decade, and the potential for China's market to exceed 100 billion yuan [2] Group 2 - Non-invasive brain-computer interfaces currently dominate the market, accounting for 86% of the total market share, while invasive interfaces present significant potential due to high barriers to entry [2] - The ongoing clinical trials in the BCI field are expected to validate the feasibility of technology paths and optimize core performance indicators, thereby reducing technical risks and laying a solid foundation for large-scale commercialization [2] - The investment cycle for BCI technology is suggested to be divided into three stages: the implementation of BCI devices in medical scenarios, the expansion into consumer scenarios, and the development of downstream application scenarios [2]

上海市通力律师事务所 关于河南翔宇医疗设备股份有限公司 2025年员工持股计划相关事宜的法律意见书 致:河南翔宇医疗设备股份有限公司 上海市通力律师事务所(以下简称"本所")接受河南翔宇医疗设备股份有限公司(以下 简称"公司"或"翔宇医疗")的委托,指派朱晓明律师、黄雅程律师(以下简称"本所律师") 作为公司的特聘专项法律顾问,根据《中华人民共和国公司法》《中华人民共和国证券法》 《关于上市公司实施员工持股计划试点的指导意见》(以下简称"《指导意见》")、《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》(以下简称"《规范运作》") 和有权立法机构、监管机构已公开颁布、生效且现行有效之有关法律、法规和规范性文件(以 下简称"法律、法规和规范性文件",为本法律意见书之目的,本法律意见书所述的"法律、 法规和规范性文件"不包括香港特别行政区、澳门特别行政区以及台湾地区的法律、法规 和规范性文件),就翔宇医疗实施 2025年员工持股计划(以下简称"本次员工持股计划")相 关事宜出具本法律意见书。 为出具本法律意见书,本所律师已经严格履行法定职责,遵循了勤勉尽责和诚实信用 原则. 对翔宇医疗本次 ...

Investment Summary - The innovative pharmaceutical and medical device sectors are entering a commercialization phase, with significant reductions in losses for many companies in 2024. Research and development in dual/multi-antibody drugs, radiopharmaceuticals, antibody-drug conjugates (ADC), and gene therapies are gaining momentum [5][16] - The medical device sector is experiencing a substantial growth trend in bidding and procurement, with a reported increase of approximately 67% in the first quarter of 2025 compared to the previous year [22] - The rise of health-conscious consumer behavior is creating new opportunities in traditional Chinese medicine, pharmacies, and healthcare services, with the health consumption market expected to grow rapidly [5][24] Sector Performance Review - As of June 10, 2025, the pharmaceutical and biotechnology sector has seen a year-to-date increase of 10.65%, outperforming the CSI 300 index by 12.42 percentage points [9][12] - The chemical pharmaceutical sub-sector led the gains with a 26.71% increase, while traditional Chinese medicine saw a decline of 1.29% [12][13] Innovative Pharmaceuticals - The Chinese pharmaceutical industry is witnessing a surge in the number of innovative drugs developed domestically, with a total of 3,575 active innovative drugs as of December 31, 2024, surpassing the United States [18] - The commercialization phase for innovative drugs is marked by significant revenue growth for companies like Baiyi Tianheng, which reported a revenue increase of 936.31% in 2024 [18][19] - The trend of licensing-out agreements is on the rise, with a total of 76 transactions reported in 2024, reflecting the growing international competitiveness of Chinese biotech firms [20] Medical Devices - The medical device sector is experiencing structural differentiation, with a market value decline from 1.54 trillion yuan to 1.31 trillion yuan in 2024, a decrease of nearly 15% [22] - The introduction of policies aimed at promoting innovation and updating equipment is expected to revitalize the medical device industry [22][23] New Health Consumption - The Chinese government has introduced policies to promote health consumption, which is expected to drive rapid growth in the health consumption sector [24] - The health consumption market is characterized by low spending levels and rapid growth, with the total revenue of the health industry reaching 9 trillion yuan in 2024 [24][25] - AI technology is enhancing medical services, improving patient experiences and diagnostic efficiency, particularly in traditional Chinese medicine [25][26]

Market Performance - The brain-computer interface concept declined by 1.40%, ranking among the top declines in concept sectors, with major declines seen in Rongtai Health, Beiqing Song, and Innovation Medical [1] - The top gainers in the sector included Jihua Group, Dongfang Zhongke, and Yanshan Technology, which rose by 1.57%, 0.38%, and 0.37% respectively [1] Concept Sector Overview - The leading concept sectors for the day included: - Military Equipment Restructuring: +8.73% - Electronic ID: +2.89% - Domestic Aircraft Carrier: +2.19% - Military Informationization: +2.05% - Brain-Computer Interface: -1.40% [2] Fund Flow Analysis - The brain-computer interface sector experienced a net outflow of 940 million yuan, with 27 stocks seeing net outflows, and 5 stocks exceeding 50 million yuan in outflows [2] - The stock with the highest net outflow was ST Huatuo, with a net outflow of 309 million yuan, followed by Hanwei Technology, Innovation Medical, and Tom Cat with net outflows of 109 million yuan, 63 million yuan, and 58 million yuan respectively [2] Individual Stock Performance - The stocks with the highest net outflows in the brain-computer interface sector included: - ST Huatuo: -2.51%, turnover rate 2.25%, net outflow 30.89 million yuan - Hanwei Technology: -2.03%, turnover rate 11.85%, net outflow 10.94 million yuan - Innovation Medical: -4.28%, turnover rate 17.95%, net outflow 6.31 million yuan [3]

"来，体验一下用意念操控虚拟航天器。"李治锋邀请记者戴上特制设备。当记者在脑海中想象转向动作 时，面前屏幕上的虚拟航天器竟朝着记者想象的方向转动。 "这是我们实验室承担的国家重点研发计划项目之一，预计明年年底建成神经响应模型，完成千例临床 验证，届时将显著提升我国航天遥操作的精准度。"李治锋说。 据悉，该实验室与南开大学联合申报的医疗康复项目也在加紧测试，预计2027年年底开发出"脑—腿— 臂—手"模块化康复机器人系统，实现全周期康复训练与脑功能协同康复，推动神经康复从"自动化"迈 向"智能化"。 如何让人类大脑和精密仪器之间建立"合体"连接？又如何通过这种连接实现瘫痪患者重获自主运动能 力？6月20日，在位于安阳市内黄县的河南翔宇医疗设备股份有限公司（以下简称"翔宇医疗"），记者 见证了这一前沿科技照进现实的时刻。 在实验室，工作人员头戴脑电设备，仅凭大脑想象下肢运动的指令，一旁的康复器械便精准响应，带动 腿部完成流畅屈伸，上演现实版的"人机合体"。 "这就是脑机接口技术的力量。"翔宇医疗研发中心副总监李治锋向记者解释，"我们目前所应用的非侵 入式脑机接口技术，可以将捕捉到的脑电波转化为可识别指令，实现大脑 ...

河南翔宇医疗设备股份有限公司 2025 年第一次临时股东大会会议资料 证券代码：688626 证券简称：翔宇医疗 河南翔宇医疗设备股份有限公司 会议资料 河南翔宇医疗设备股份有限公司 2025 年第一次临时股东大会会议资料 河南翔宇医疗设备股份有限公司 议案 1：关于《公司 2025 年员工持股计划（草案）》及其摘要的议案 ....... 8 议案 3：关于提请股东大会授权董事会办理公司 2025 年员工持股计划相关事宜 河南翔宇医疗设备股份有限公司 2025 年第一次临时股东大会会议资料 河南翔宇医疗设备股份有限公司 河南翔宇医疗设备股份有限公司（以下简称"公司"）为维护全体股东的合 法权益，保证股东大会的正常秩序和议事效率，确保大会的顺利进行，根据《中 华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》 （以下简称"《证券法》"）、《上市公司股东大会规则》及《公司章程》、《股 东大会议事规则》及中国证券监督管理委员会、上海证券交易所的有关规定，公 司特制定本会议须知： 一、为确认出席大会的股东或其代理人或其他出席者的出席资格，会议工作 人员将对出席会议者的身份进行必要的核对工作，请给 ...