博拓生物公告，截至本公告披露日，实际控制人于秀萍持有公司2495.36万股，占16.71%。其因自身资 金需求，拟于2025年9月12日～2025年12月11日，通过集中竞价减持不超过149.33万股（1%）、大宗交 易减持不超过298.67万股（2%），合计不超过448万股，即不超过3%。 ...

Core Insights - On August 14, Botao Bio (688767) closed at 45.13 CNY, reaching the daily limit up with a trading volume of 4.36 billion CNY and a turnover rate of 6.99% [1][2] - The stock was listed on the daily trading list due to a price increase of 15% [1] - The net selling amount from the top five trading departments was 24.31 million CNY, with institutional special seats net buying 15.87 million CNY [1][2] Trading Activity - The main capital inflow for Botao Bio on August 14 was 51.65 million CNY [2] - The top five buying departments included: - GF Securities, Hangzhou Fuchun Road: 18.95 million CNY - Goldman Sachs (China) Securities, Shanghai Pudong: 16.63 million CNY - Institutional Special: 15.87 million CNY - Guotai Junan Securities, Yueyang: 14.73 million CNY - Huatai Securities, Beijing: 13.88 million CNY [2] - The top selling department was Hongta Securities, Changsha: 35.73 million CNY [2]

Group 1 - The fentanyl concept sector increased by 1.24%, ranking second in terms of sector gains, with one stock, Botao Bio, hitting a 20% limit up [1][2] - The main stocks in the fentanyl sector experienced mixed performance, with notable declines in Renfu Pharmaceutical, Oriental Bio, and Guoyao Modern, which fell by 3.16%, 2.59%, and 1.23% respectively [1][2] Group 2 - The fentanyl concept sector saw a net inflow of 50 million yuan, with four stocks receiving significant inflows, led by Botao Bio with a net inflow of 51.6459 million yuan [2][3] - The net inflow ratios for Botao Bio, Oriental Bio, and Wanfu Bio were 11.85%, 5.85%, and 5.04% respectively, indicating strong interest from main funds [3]

证券之星消息，8月14日医疗器械板块较上一交易日下跌2.16%，利德曼领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。医疗器械板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300289 | 利德曼 | 10.06 | -11.21% | 106.05万 | | 10.85 Z | | 300981 | 中红医疗 | 16.00 | -9.91% | 26.13万 | | 4.31亿 | | 688677 | 海泰新光 | 45.30 | -7.93% | 4.91万 | | 2.28亿 | | 301235 | や康浩浄 | 29.72 | -7.90% | 15.14万 | | 4.42亿 | | 832278 | 鹿得医疗 | 11.23 | -7.88% | 9.33万 | | 1.07亿 | | 688212 | 澳华内镜 | 49.14 | -7.79% | 4.70万 | | 2.34亿 ...

Industry Overview - On August 14, the medical device industry experienced a decline of 2.45% with a net outflow of 1.74 billion yuan in principal funds [1] - Among the component stocks, 13 increased while 87 decreased [1] Major Fund Outflows - The companies with the highest net outflows of principal funds included: - Kehua Bio (29.96 million yuan) - Baolait (29.32 million yuan) - Shangrong Medical (28.74 million yuan) - Weisi Medical (26.93 million yuan) - ST Kelly (26.25 million yuan) [1] Notable Stock Performance - Key stocks with significant movements included: - Sainuo Medical: Latest price 30.43, up 3.05%, with a net inflow of 164 million yuan (7.25% of total) [1] - Botao Bio: Latest price 45.13, up 19.99%, with a net inflow of 543.74 thousand yuan (12.47% of total) [1] - Yuyue Medical: Latest price 35.67, down 0.17%, with a net inflow of 49.30 thousand yuan (12.91% of total) [1] - Kefu Medical: Latest price 40.58, up 6.99%, with a net inflow of 470.40 thousand yuan (14.3% of total) [1] - Huatai Medical: Latest price 290.99, down 2.03%, with a net inflow of 297.47 thousand yuan (9.99% of total) [1] - Aohua Endoscopy: Latest price 49.14, down 7.79%, with a net inflow of 2363.53 thousand yuan (10.09% of total) [1] - Meihua Medical: Latest price 20.94, up 3.05%, with a net inflow of 2316.72 thousand yuan (4.81% of total) [1] - Wanfu Bio: Latest price 24.28, down 0.92%, with a net inflow of 184.26 thousand yuan (5.48% of total) [1] - Zhijiang Bio: Latest price 25.24, up 4.87%, with a net inflow of 1420.31 thousand yuan (5.07% of total) [1] - Mairande: Latest price 51.64, up 1.06%, with a net inflow of 1335.64 thousand yuan (2.42% of total) [1]

8月14日盘中科创板股博拓生物涨停，截至11:07，股价报45.13元，成交3.89亿元，换手率6.29%，振幅 17.63%。 科创板个股中，截至发稿上涨的共有116只，涨幅在10%以上的共有6只，涨幅较高的有博拓生物、龙图 光罩、有方科技等，分别上涨19.99%、18.80%、13.31%，下跌的有468只，跌幅较大的有鼎阳科技、科 威尔、金橙子，分别下跌10.80%、8.13%、7.79%。 资金面上，博拓生物上一交易日主力资金净流出1033.96万元，近5日净流出1848.69万元。 融资融券数据显示，该股最新（8月13日）两融余额为1.88亿元，其中，融资余额为1.88亿元，较上一个 交易日减少1040.00万元，降幅为5.25%；近10日两融余额合计增加1.09万元，增幅为0.01%，其间融资 余额增长0.01%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

格隆汇8月13日丨博拓生物(688767.SH)在互动平台表示，公司通过子公司杭州博肽智投企业管理有限公 司投资了杭州青石永隽医疗设备有限公司（以下简称"青石永隽"），投后占比5%。青石永隽是由浙江 大学侵入式脑机接口团队创办成立，是南湖脑机交叉研究院首个科技成果转化企业，该公司的首款产品 面向全球3亿抑郁症患者中近30%的难治性重症抑郁患者，通过装备AI算法的三类有源植入医疗器械， 为患者提供因人、因病、因时的个性化治疗方案。通过手术方式将电极植入患者大脑皮层，接触脑组织 传递神经信号，通过植入式脑深部神经刺激（DBS）精准刺激靶点进而达到重大疾病的治疗目的。目前 已进入科研性临床试验阶段，尚未取得医疗器械注册证书。 ...

Group 1 - The core viewpoint of the news is that the brain-computer interface concept stocks in the A-share market have shown strong performance, with several companies experiencing significant price increases [1] Group 2 - Company performance highlights include: - Innovation Medical (002173) saw a price increase of 10.00%, with a total market capitalization of 9.995 billion and a year-to-date increase of 184.55% [2] - Pulite (002324) increased by 7.51%, with a market cap of 15.9 billion and a year-to-date increase of 50.88% [2] - Chengyitong (300430) rose by 6.65%, with a market cap of 6.657 billion and a year-to-date increase of 59.67% [2] - Saily Medical (603716) increased by 5.45%, with a market cap of 5.878 billion and a year-to-date increase of 326.18% [2] - Sanbo Brain Science (301293) rose by 3.79%, with a market cap of 12.9 billion and a year-to-date increase of 44.76% [2] - The MACD golden cross signal formation indicates a positive trend for these stocks [1]

Core Viewpoint - The brain-computer interface (BCI) industry is expected to experience significant growth, with 2023 being a pivotal year for its development and application across various sectors [2][8]. Group 1: Market Performance - The BCI concept stocks have seen a strong rally, with several companies like Sainuo Medical, Guangdian Co., and Shangrong Medical hitting their daily price limits [4]. - Notable stock performances include Lide Man and Botuo Bio, which rose over 11%, and Meilan De, which increased by 10% [4]. Group 2: Technological Advancements - BCI technology connects the brain with external devices for information exchange, showing promise in medical fields such as disease diagnosis and treatment [6]. - Significant advancements have been made in BCI technology, particularly in biomedical applications, neuro-rehabilitation, and intelligent robotics [6]. Group 3: Industry Outlook - According to McKinsey, the global market for BCI medical applications is projected to reach $40 billion by 2030 and $145 billion by 2040 [7]. - The Chinese BCI industry, although starting late, is rapidly developing, with multiple policies introduced since 2025 to support its growth [9][10]. Group 4: Policy Support - Recent government initiatives aim to accelerate the commercialization of BCI technology, with specific action plans released by cities like Beijing and Shanghai [9][10]. - The Ministry of Industry and Information Technology and other departments have set ambitious goals for the BCI industry over the next five years, focusing on technological breakthroughs and establishing a robust industrial ecosystem [10]. Group 5: Application Areas - The BCI industry has two primary application areas: serious medical applications, such as rehabilitation for stroke and spinal injury patients, and consumer applications addressing issues like sleep disorders [11]. - A significant challenge for the industry is to reduce costs, making BCI technologies more accessible to the general public [11][12].

Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant growth due to favorable government policies and advancements in technology, leading to increased market activity and investment opportunities [1][3]. Policy Support - The Ministry of Industry and Information Technology, along with six other departments, issued an implementation opinion aimed at promoting innovation in the BCI industry, setting construction goals for the next five years [3]. - By 2027, key technologies in BCI are expected to achieve breakthroughs, establishing an advanced technical, industrial, and standard system, with products reaching international advanced levels [3]. - By 2030, the BCI industry is anticipated to have a significantly enhanced innovation capability, fostering 2 to 3 globally influential leading enterprises and a number of specialized small and medium-sized enterprises [3]. Market Activity - Several companies in the BCI sector have seen substantial stock price increases, with notable gains including: - Jihua Group up 10% to 5.28 - Innovation Medical up 7.33% to 18.75 - Sanbo Brain Science up 9.51% to 59.78 - Botao Biology up 9.49% to 35.75 [1][2]. Insurance Integration - The National Medical Insurance Administration has standardized pricing for BCI-related procedures, such as "BCI implantation fees" and "BCI adaptation fees," facilitating quicker clinical application and reimbursement once the technology is approved [5][4]. Commercialization Outlook - The BCI technology is maturing, with the first BCI outpatient clinic in Central China operational and successful surgeries conducted [6]. - Analysts from Open Source Securities and Zheshang Securities express optimism about the commercialization of BCI technology, highlighting the rapid expansion of the market and encouraging attention to companies within the BCI supply chain [6]. - Key players in the upstream hardware and software sectors include Entropy Technology, iFlytek, and others, while downstream medical solution providers include Aipeng Medical, Xiangyu Medical, and others [6].