【脑机接口概念延续强势 创新医疗9天6板】智通财经8月15日电，早盘脑机接口概念延续强势，创新医 疗走出9天6板，浙江东日、南京熊猫、诚益通、北陆药业、伟思医疗、三博脑科等冲高。消息面上， OpenAI及其首席执行官山姆·奥特曼将支持新脑机接口公司MergeLabs，与马斯克的Neuralink展开竞 争。MergeLabs正在进行新一轮融资，估值达8.5亿美元，新资金主要来源为OpenAI的风投。 转自：智通财经 ...

Market Overview - On August 14, the Shanghai Composite Index fell by 0.46%, briefly surpassing 3700 points, while the Shenzhen Component Index and the ChiNext Index dropped by 0.87% and 1.08%, respectively. The total trading volume in the Shanghai and Shenzhen markets exceeded 2 trillion yuan for two consecutive days, with over 4600 stocks declining. Market focus was on sectors such as insurance, brain-computer interfaces, digital currency, and electric motors [1]. Stock Performance - A total of 44 stocks hit the daily limit up, with 15 stocks on consecutive limit up, and 31 stocks failed to close at the limit, resulting in a limit-up rate of 59% (excluding ST and delisted stocks) [3]. - Notable stocks included: - Innovation Medical, which achieved 5 limit-ups in 8 days [3]. - Dayuan Pump Industry, part of the computing power industry chain, with 4 consecutive limit-ups [3]. - Shanghai Port Bay, a commercial aerospace concept stock, with 4 limit-ups in 6 days [3]. Top Net Buying and Selling Stocks - The top three net buying stocks on the Dragon and Tiger list were: - Sifang Jingchuang with a net buying amount of 9.47 billion yuan [4]. - Huasheng Tiancai with 2.93 billion yuan [4]. - Jingbeifang with 2.26 billion yuan [4]. - The top three net selling stocks were: - Great Wall Military Industry with 4.94 billion yuan [5]. - Haili Co. with 4.05 billion yuan [5]. - Beiwai Technology with 1.76 billion yuan [5]. Sector Highlights - Huasheng Tiancai (Huawei concept + AI applications + mid-term profit increase) closed at 17.81 yuan, with a price change of 10.01% and a trading volume of 6.071 billion yuan. The company expects a mid-term net profit of 120 million to 180 million yuan for 2025, representing a year-on-year increase of 148.59% to 172.88% [6]. - Jingbeifang (digital currency + stablecoin cooperation + fintech) closed at 22.8 yuan, with a price change of 9.99% and a trading volume of 3.282 billion yuan. The company has signed a strategic cooperation agreement focusing on stablecoins and virtual asset businesses [7][10]. - Changcheng Securities (securities + mid-term profit increase + state-owned enterprise) closed at 10.96 yuan, with a price change of 10.04% and a trading volume of 4.738 billion yuan. The company expects a mid-term net profit of 1.335 billion to 1.407 billion yuan for 2025, reflecting a year-on-year increase of 85% to 95% [11]. Key Trading Stocks - Innovation Medical achieved a limit-up with a trading volume of 2.609 billion yuan and a turnover rate of 25.73%, with institutional net buying of 72.3547 million yuan [12]. - Taily Technology rose by 5.35% with a trading volume of 372 million yuan and institutional net buying of 39.7389 million yuan [13]. - Huangting International increased by 7.3% with a trading volume of 585 million yuan and institutional net buying of 38.4274 million yuan [14].

文 | 医药研究社 今年以来，医疗领域有一个概念持续发酵升温。它就是脑机接口。 IT桔子数据显示，截至8月12日，2025年脑机接口领域投资事件已达13起，总投资金额为9.23亿元，相较于2024年全年投资事件6起和总金额2.01亿元明显增 长。 再看二级市场的表现，这几天，麦澜德、翔宇医疗、创新医疗等概念股持续上涨，也烘托了一波好行情。其中，创新医疗还发布了股票交易异常波动公告， 称公司股票于2025年8月11日、12日、13日连续三个交易日内日收盘价格涨幅偏离值累计超过20%。 8月14日，创新医疗也实现涨停收盘，股价上涨10.02%，收盘价为24.92元。这轮股价暴涨很可能得益于创新医疗此前的投资动作。 公告提到，创新医疗2021年初参与投资设立了博灵脑机（杭州）科技有限公司（以下简称"博灵脑机"），持有博灵脑机40%的股权。博灵脑机主要聚焦医疗 康复领域，从事脑机接口核心技术研发和相关产品的设计生产。 那么，脑机接口究竟是什么？为什么如此受关注？商业化前景又如何？我们以创新医疗为观察对象来简单谈谈。 脑机接口从科幻到现实 在大众眼中，脑机接口算是一个比较科幻的概念，主要指绕过外周神经和肌肉，直接在大脑 ...

8月14日沪指下跌0.46%，盘后龙虎榜数据显示，机构现身23只个股龙虎榜，净买入11只，净卖出12 只。深沪股通席位出现在17只个股龙虎榜。 证券时报·数据宝统计显示，8月14日机构专用席位现身23只个股龙虎榜，合计净买入2908.74万元。个股 来看，净买入11只，净卖出12只。 机构龙虎榜净买卖个股 机构专用席位净买入金额最多的是有方科技，该股今日收盘涨停，全天换手率为14.30%，成交额为8.95 亿元。因日收盘价涨幅达20.01%上榜龙虎榜，前五大买卖营业部中有2家机构专用席位，为买一、买 四，合计净买入7631.92万元。资金流向方面，该股全天资金净流入8382.63万元。 创新医疗，今日收盘涨停，全天换手率为25.73%，成交额为26.09亿元。因日涨幅偏离值达11.20%上榜 龙虎榜，前五大买卖营业部中有5家机构专用席位，为买一、买二、买五、卖一、卖三，合计净买入 7235.47万元。资金流向方面，该股全天资金净流入1.30亿元。 南模生物，今日收盘上涨16.20%，全天换手率为5.87%，成交额为2.62亿元。因日收盘价涨幅达16.20% 上榜龙虎榜，前五大买卖营业部中有1家机构专用席位，为 ...

Core Viewpoint - The brain-computer interface (BCI) industry is experiencing significant growth driven by policy support and technological advancements, with a notable increase in stock prices of leading companies in this sector [1][2][10]. Industry Overview - The brain-computer interface index has risen by 36.20% since April, reaching 1774.04 points, indicating a strong upward trend in the market [1]. - The Ministry of Industry and Information Technology and six other departments issued a policy document on August 7, 2025, outlining a national strategy for BCI development, aiming for key technological breakthroughs by 2027 and international competitiveness by 2030 [1][5]. Company Performance - Innovation Medical has seen a stock price increase of 213.07% year-to-date, with a recent weekly gain of 41.59% and a net capital inflow of 1.1781 billion yuan [2][3]. - Sino Medical, despite not having BCI products, has experienced a stock price surge of 211.48% year-to-date, driven by market speculation regarding its potential applications in BCI [2][3]. Market Dynamics - The BCI market is projected to grow from $1.98 billion in 2023 to over $6 billion by 2028, with a compound annual growth rate (CAGR) of 25.22% [4]. - The BCI sector is characterized by a concentration of capital towards companies with high technological relevance and clear market positioning [2][3]. Regional Development - Guangdong province leads the nation in BCI enterprise scale, with 80 key companies forming a complete industrial chain from research to application [6]. - The region benefits from a robust electronic information industry, abundant research resources, and a collaborative ecosystem between academia and industry, enhancing the efficiency of technology commercialization [6][9]. Technological Advancements - Companies like Xiangyu Medical and Brain Tiger Technology are making significant strides in non-invasive and invasive BCI technologies, respectively, with clinical applications underway [5][9]. - The establishment of the first clinical research ward for BCI in Guangdong marks a critical step in translating technology from the lab to clinical settings [9]. Future Outlook - The BCI industry is at a critical juncture, with expectations for rapid development in mental health, rehabilitation, and assistive technologies [9]. - As policy incentives and technological innovations continue to unfold, companies that secure a competitive edge in technology and industry chain integration are likely to lead the next growth phase [10].

近半年该股累计上榜龙虎榜12次，上榜次日股价平均涨3.01%，上榜后5日平均涨15.60%。 资金流向方面，今日该股主力资金净流入1.30亿元，其中，特大单净流入1.30亿元，大单资金净流出 40.33万元。近5日主力资金净流入3.90亿元。（数据宝） 创新医疗8月14日交易公开信息 创新医疗今日涨停，全天换手率25.73%，成交额26.09亿元，振幅6.95%。龙虎榜数据显示，机构净买入 7235.47万元，营业部席位合计净卖出1648.10万元。 深交所公开信息显示，当日该股因日涨幅偏离值达11.20%上榜，机构专用席位净买入7235.47万元。 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7.20亿元，其中，买入成交额为3.88亿 元，卖出成交额为3.32亿元，合计净买入5587.36万元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买一、买二、买五、卖一、卖三，合 计买入金额2.44亿元，卖出金额1.72亿元，合计净买入7235.47万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | ...

一、沪深股通前十大成交 | | | | 护股通( 8月14日 ) | | | | --- | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金額 (亿元) | 前一交易日净买人额 (亿元) | 深幅(%) | | 1 | 688256 | 寒武纪 | 26.38 | | | | 2 | 688041 | 海光信息 | 23.34 | | | | 3 | 600519 | 贵州茅台 | 21.35 | | | | 4 | 601138 | 工业富联 | 20.74 | | | | 5 | 603259 | 药明康德 | 19.77 | | | | 6 | 601318 | 中国平安 | 16.04 | | | | 7 | 600276 | 恒瑞医药 | 13.81 | | | | 8 | 600030 | 中信证券 | 12.06 | | | | 9 | 603993 | 洛阳铝业 | 10.01 | | | | 10 | 600415 | 小商品城 | 9.76 | | | | | | 深殷通( | 8月14日 ) | | | | 排名 | 股票代码 ...

Summary of Key Points Core Viewpoint - The trading volume of the Shanghai and Shenzhen Stock Connect reached a total of 285.28 billion, with Cambricon and CATL leading in individual stock trading volume. The banking sector saw the highest net inflow of funds, while the Standard & Poor's Consumer ETF experienced a significant increase in trading volume. Group 1: Trading Volume and Key Stocks - The total trading amount for the Shanghai Stock Connect was 136.15 billion, while the Shenzhen Stock Connect was 149.14 billion [2] - Cambricon ranked first in the Shanghai Stock Connect with a trading amount of 2.64 billion, followed by Haiguang Information and Kweichow Moutai [2][3] - CATL led the Shenzhen Stock Connect with a trading amount of 4.66 billion, followed by Zhongji Xuchuang and Dongfang Caifu [2][3] Group 2: Sector Performance - The banking sector had the highest net inflow of funds at 290 million, followed by the semiconductor sector with 226 million [4] - The defense and military sector saw the largest net outflow of funds at 10.3 billion, indicating a significant decline in investor interest [5] Group 3: Individual Stock Fund Flows - CATL had a net inflow of 1.44 billion, leading the individual stocks, followed by Huasheng Tiancheng and Zhongke Shuguang [6] - Longcheng Military experienced the highest net outflow of 1.55 billion, indicating a strong sell-off [7] Group 4: ETF Trading Activity - The Standard & Poor's Consumer ETF saw a remarkable increase in trading volume, growing by 655% compared to the previous trading day [9] - The top ten ETFs by trading volume included the Hong Kong Securities ETF and the Hong Kong Innovative Drug ETF [8] Group 5: Futures Market Activity - In the futures market, the main contracts saw an increase in long positions, particularly in the IF contract, where the number of long positions significantly exceeded short positions [10] Group 6: Institutional and Retail Trading - Institutional buying was active in stocks like Innovation Medical and Youfang Technology, with significant purchases exceeding 80 million [11][12] - Retail trading saw notable activity in stocks like Changcheng Military and Beiwai Technology, with substantial sell-offs [12][14]

Summary of Key Points Core Viewpoint - On August 14, institutional investors showed significant activity in the stock market, with notable net purchases and sales across various stocks. Group 1: Institutional Net Purchases - The top three stocks with the highest net purchases by institutions were Youfang Technology, Innovation Medical, and Nanmo Biology, with net purchase amounts of 76.32 million, 72.35 million, and 56.59 million respectively [1][2] - A total of 37 stocks were involved in institutional trading on that day, with 16 stocks experiencing net purchases and 21 stocks facing net sales [1] Group 2: Institutional Net Sales - The top three stocks with the highest net sales by institutions were Cambrian, Hongtian Shares, and Quzhou Development, with net outflow amounts of 252 million, 149 million, and 148 million respectively [1][4] - The overall trend indicated a mixed sentiment among institutional investors, with a notable number of stocks seeing significant net outflows [1][3]

截至8月14日收盘，创新医疗股价报24.92元，较前一交易日上涨2.27元。当日成交量为107.1万手，成交 金额达26.09亿元，换手率为25.73%。 创新医疗主营业务涵盖医疗服务领域，公司位于浙江省。近期脑机接口概念受到市场关注，工信部等七 部门此前联合发文推动脑机接口产业发展，提出到2027年实现关键技术突破。此外，海外科技企业也在 加速布局该领域。 风险提示：股市有风险，投资需谨慎。 来源:金融界 8月14日，创新医疗主力资金净流入1.17亿元，近五日累计净流入3.16亿元。 ...