Core Viewpoint - The company is strategically advancing in cutting-edge technologies such as brain-computer interfaces and rehabilitation robots, enhancing its competitive advantages in the rehabilitation medical device sector [1] Group 1: Technological Advancements - The company is establishing a rehabilitation robot laboratory and planning the Sun-BCI Lab for brain science, focusing on the research, transformation, and application of advanced technologies like brain-computer interfaces, rehabilitation robots, and AI in rehabilitation [1] - The company is developing a brain-controlled exoskeleton robot that integrates brain-computer interface technology, aimed at improving rehabilitation training for patients with weakened lower limb strength [1] Group 2: Market Position - The company's initiatives are expected to strengthen its competitive advantages and barriers in the rehabilitation medical device field [1]

资金流向方面，翔宇医疗8月14日主力资金净流出1101.23万元，近五个交易日累计净流出1.25亿元。 风险提示：市场有风险，投资需谨慎。 翔宇医疗主营业务为康复医疗器械的研发、生产和销售，产品覆盖康复评定、康复训练、康复理疗等领 域。公司所属板块包括医疗器械、机器人概念及AI制药（医疗）等。 消息面上，翔宇医疗于2025年6月获批两款搭载脑机接口技术的二类医疗器械注册证，并计划年内推出 20至30款相关康复设备。此外，国家医保局在2025年3月发布的《神经系统类医疗服务价格项目立项指 南（试行）》中，首次将脑机接口技术纳入独立收费项目，为行业商业化提供政策支持。 截至2025年8月14日收盘，翔宇医疗股价报64.71元，较前一交易日下跌1.50元，跌幅2.27%。当日开盘 价为65.66元，最高触及68.98元，最低下探至62.50元，成交量为8.82万手，成交额达5.74亿元。 ...

Group 1 - The core business of the company is the research, production, and sales of rehabilitation medical devices, with a wide range of products across 10 categories and over 1,000 types [2] - The company achieved a revenue of 186 million yuan in Q1 2025, representing a year-on-year increase of 10.02%, while net profit decreased by 41.26% to 22.95 million yuan [3] - The company's rolling price-to-earnings (PE) ratio reached 122.02, marking a new low in 965 days, with a total market capitalization of 10.594 billion yuan [1] Group 2 - The average PE ratio for the medical device industry is 57.48, with a median of 40.95, placing the company at 107th in industry rankings [1] - The company has received multiple awards for its projects, including first prizes from the Chinese Rehabilitation Medicine Association and various provincial awards for technological advancements in rehabilitation [2] - As of March 31, 2025, the number of shareholders increased to 5,895, with an average holding value of 352,800 yuan per shareholder [1]

（文章来源：每日经济新闻） 每经AI快讯，8月13日，医疗设备板块短线走低，麦澜德跌超7%，翔宇医疗、澳华内镜、鹿得医疗、伟 思医疗等跟跌。 ...

Group 1 - The core viewpoint is that the brain-computer interface (BCI) sector is experiencing significant activity and growth, driven by government policies aimed at fostering innovation and development in the industry [1][2]. - The Ministry of Industry and Information Technology and six other departments have issued implementation opinions to promote the innovation and development of the BCI industry, with key technological breakthroughs expected by 2027 [1]. - By 2030, the BCI industry is projected to have a significantly enhanced innovation capability, with the establishment of a reliable industrial system and the cultivation of globally influential leading enterprises [1]. Group 2 - The BCI technology is positioned at the forefront of the integration of life sciences and information sciences, facilitating collaborative interaction between biological intelligence and machine intelligence [2]. - Continuous innovation in BCI technology is leading to rapid industrial growth, with the potential for disruptive breakthroughs and the deep integration of technological and industrial innovation [2]. - The market for BCI is expected to expand rapidly as domestic companies move towards commercial application and industrialization, supported by advancements in upstream technologies [2].

Core Viewpoint - Multiple listed companies' controlling shareholders have made commitments not to reduce their holdings, reflecting confidence in the companies' future development and contributing to market stability [1][3]. Group 1: Commitments from Controlling Shareholders - Companies such as Xiangyu Medical, Wanhua Chemical, Guo New Energy, and Jinjiang Hotels have announced commitments from their controlling shareholders to refrain from selling shares for a period of 12 months [1][2]. - Xiangyu Medical's controlling shareholder, Henan Xiangyu Health Industry Management Co., Ltd., and its actual controllers have committed not to reduce their holdings from March 12, 2024, to March 11, 2025 [2]. - Wanhua Chemical's controlling shareholders have also expressed confidence in the company's future and committed to not reducing their holdings for the next 12 months [2]. Group 2: Market Stability and Confidence - The trend of controlling shareholders making long-term commitments not to sell shares is seen as a way to bolster market confidence and protect the interests of all shareholders [3][6]. - The recent increase in commitments from controlling shareholders comes amid a turbulent secondary market, with many companies taking measures to stabilize their stock prices [3][6]. Group 3: Positive Business Performance - Xiangyu Medical reported a significant increase in revenue and net profit for 2023, with total revenue reaching 745 million yuan, a year-on-year increase of 52.46%, and net profit of 230 million yuan, up 82.96% [4]. - Wanhua Chemical achieved total revenue of 175.36 billion yuan in 2023, a 5.92% increase from the previous year, with net profit of 16.81 billion yuan, reflecting a 3.57% growth [5].

近日，工业和信息化部等七部门印发《关于推动脑机接口产业创新发展的实施意见》，提出，到2027 年，脑机接口关键技术取得突破，初步建立先进的技术体系、产业体系和标准体系。电极、芯片和整机 产品性能达到国际先进水平，脑机接口产品在工业制造、医疗健康、生活消费等加快应用。产业规模不 断壮大，打造2至3个产业发展集聚区，开拓一批新场景、新模式、新业态。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。 国元证券指出，脑机接口通过在脑与机器之间建立信息通道，实现生物智能与机器智能的协同交互，是 生命科学和信息科学融合发展的前沿技术。当前，脑机接口创新成果持续涌现，产业加速壮大，正孕育 颠覆性突破，已成为科技创新和产业创新深度融合的重要领域。随着脑机接口技术加速发展，产业政策 日趋明晰，已有北京、上海、南京、四川、山东等省区市发布了相关政策，同时一些医疗机构、企业也 加速推进脑机接口的创新技术研发，产业链中上游的技术进步带来下游应用端不断突破，国内脑机接口 公司有望逐步实现商业化应用，并向产 ...

Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant growth, driven by recent policy support and technological advancements, with several companies in the field seeing substantial stock price increases. Group 1: Company Performance - QiSheng Technology (麒盛科技) saw its stock price rise by 10.01% to 14.40, with a market capitalization of 5.08 billion, focusing on sleep-related technologies and brain-machine interaction [2] - Innovation Medical (创新医疗) increased by 9.99% to 20.59, with a market cap of 8.57 billion, holding a 40% stake in BoLing Brain-Machine Technology, which is developing core BCI technologies [2] - Xiangyu Medical (翔宇医疗) surged by 13.72% to 65.97, with a market cap of 10.56 billion, having completed several key projects in the BCI field and holding numerous patents [2] - Chengpin Technology (诚品通) rose by 8.60% to 23.23, with a market cap of 6.04 billion, collaborating with Tsinghua University on both non-invasive and invasive BCI technologies [2] Group 2: Industry Developments - On August 7, the Ministry of Industry and Information Technology and six other departments released guidelines to promote BCI innovation, aiming for breakthroughs in key technologies by 2027 [3] - The establishment of the Hubei BCI Industry Innovation Development Alliance was announced on August 9, indicating a collaborative effort to advance the sector [3] - The 2025 World Robot Competition showcased non-invasive BCI products for nerve injury treatment, highlighting the practical applications of BCI technology [3] Group 3: Institutional Insights - The guidelines emphasize the establishment of an advanced technology, industry, and standard system for BCI by 2027, with expectations for BCI applications in healthcare, rehabilitation, and skill replacement [4] - BCI technology is positioned at the intersection of life sciences and information sciences, facilitating collaboration between biological and machine intelligence [4] - Various provinces and cities in China are implementing policies to support BCI development, with significant potential for commercialization in healthcare and other sectors [5]

8月12日，A股脑机接口概念板块走高，其中截至发稿，麦澜德股价涨超18%，翔宇医疗涨12%，麒盛科技涨10%。另外，创新医疗、诚益通、倍益康等多只 概念股走高。 | | 脑机接口 | | | | --- | --- | --- | --- | | | 1648.57 3.24% | | | | 基金 成分股 | 资金 板块分析 | 新闻 | 简况(F1 | | 人气龙头 | | | | | 1 创新医疗 | 2 际华集团 | | 3 翔宇医疗 | | 9.99% | -3.37% | | 12.05% | | 首板涨停 领涨15次 | 4天2板 领涨5次 | | 领涨5次 | | ●展开分析 | 最新 | 涨幅 + | 流通市值 | | 麦澜德 | 53.01 | 18.46% | 19.5亿 | | ■ 688273 | | | | | 首板涨停 最终涨停 10:14 | | | | | 翔宇医疗 | 65.00 | 12.05% | 104亿 | | 麗 688626 | | | | | 人气龙头3 | | | | | 麒盛科技 | 14.40 | 10.01% | 50.8亿 | | 603610 | ...

脑机接口概念股持续走高，麦澜德20%涨停，翔宇医疗涨超14%，麒盛科技、创新医疗涨停。 ...