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]

Group 1 - The stock of Innovation Medical has experienced a significant increase, with three limit-up days recorded within six trading days, resulting in a cumulative rise of 39.59% and a turnover rate of 181.05% [2] - As of 10:11, the stock's trading volume reached 97.2046 million shares, with a transaction amount of 1.887 billion yuan and a turnover rate of 23.35% [2] - The latest total market capitalization of the stock in the A-share market is 9.086 billion yuan, with a circulating market value of 8.572 billion yuan [2] Group 2 - The stock has appeared on the Dragon and Tiger list four times due to a daily turnover rate exceeding 20% and a daily price deviation of 7% [2] - Institutional investors have net sold 25.0823 million yuan, while other trading seats collectively net bought 307 million yuan [2] - The company's semi-annual report released on August 9 shows total operating revenue of 402 million yuan for the first half of the year, a year-on-year decrease of 1.60%, and a net profit of -11 million yuan, reflecting a year-on-year increase of 29.12% [2] Group 3 - The stock's daily performance over recent trading days shows fluctuations in both price and turnover rate, with notable increases and decreases in net capital inflow [2] - Specific daily changes include a 6.36% increase on August 11 with a turnover rate of 35.46% and a net capital inflow of 201.3765 million yuan [2] - The stock also experienced a 10.01% increase on August 7, with a net capital inflow of 226.1818 million yuan [2]

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。 ...

Group 1 - The A-share market has seen a strong performance in brain-computer interface concept stocks, with notable increases in share prices for several companies [1] - Major gainers include Mailland, which rose nearly 18%, and Xiangyu Medical, which increased over 10% [1] - Other companies such as Qisheng Technology and Innovation Medical reached their daily limit up of 10%, while Chengyitong and Sanbo Brain Science rose over 8% [1] Group 2 - Detailed stock performance includes: - Mailland (688273) with a 17.99% increase and a market cap of 5.28 billion, year-to-date increase of 129.09% [2] - Xiangyu Medical (688626) with a 10.33% increase and a market cap of 10.2 billion, year-to-date increase of 119.06% [2] - Qisheng Technology (603610) with a 10.01% increase and a market cap of 5.083 billion, year-to-date increase of 15.14% [2] - Innovation Medical (002173) with a 9.99% increase and a market cap of 9.086 billion, year-to-date increase of 158.67% [2] - Chengyitong (300430) with an 8.37% increase and a market cap of 6.329 billion, year-to-date increase of 51.81% [2] - Sanbo Brain Science (301293) with an 8.19% increase and a market cap of 12.8 billion, year-to-date increase of 43.94% [2] - Aipeng Medical (300753) with a 6.54% increase and a market cap of 4.601 billion, year-to-date increase of 107.58% [2] - Weisi Medical (688580) with a 5.91% increase and a market cap of 5.376 billion, year-to-date increase of 104.65% [2] - Lepu Medical (300003) with a 5.61% increase and a market cap of 34.4 billion, year-to-date increase of 62.75% [2]

Group 1 - The core viewpoint of the article highlights the recent surge in brain-computer interface (BCI) concept stocks, with companies like Innovation Medical experiencing significant gains, including three consecutive trading limits in six days [1] - The Ministry of Industry and Information Technology, along with six other departments, has released an implementation opinion aimed at promoting innovation and development in the BCI industry [1] - The document outlines a goal for 2027, where key technologies in the BCI field are expected to achieve breakthroughs, leading to the establishment of an advanced technical system, industrial system, and standard system [1] Group 2 - Notable stock performances include Qi Sheng Technology reaching a trading limit, Bei Yi Kang increasing over 10%, and other companies like Cheng Yi Tong, Sanbo Neuroscience, Aipeng Medical, Nanjing Panda, and Jiahe Intelligent also experiencing upward trends [1] - The overall market sentiment is positively influenced by the government's supportive policies and the anticipated growth in the BCI sector [1]

Group 1 - The brain-computer interface sector is experiencing a significant rise, with several companies showing strong performance [1] - Innovative Medical has reached its daily limit increase, indicating strong investor interest and confidence [1] - Qi Sheng Technology previously hit its limit up, reflecting positive market sentiment towards the company [1] Group 2 - Companies such as Xiangyu Medical, Mcland, and Beiyikang have all seen their stock prices increase by over 10%, showcasing a broader trend of growth in the sector [1] - Other companies including Aipeng Medical, Chengyitong, Sanbo Brain Science, Weisi Medical, and Lihua Science and Technology are also experiencing upward movement in their stock prices [1]

截至3月31日，创新医疗股东户数6.82万，人均流通股6108股。 2025年1月-3月，创新医疗实现营业收入1.93亿元，同比减少3.98%；归属净利润-1393.74万元，同比减 少368.03%。 资料显示，创新医疗管理股份有限公司位于浙江省诸暨市山下湖镇郑家湖村，公司的主营业务是提供医 疗服务，旗下包括建华医院、康华医院、福恬医院和明珠医院四家医疗机构，致力于满足患者需求和提 高医疗质量。公司通过精细化管理，科室建设，人才引培等方式以提升核心竞争力，同时关注行业政 策，进行供应链整合，以优化医疗资源和提高治疗效果。 8月12日，创新医疗盘中上涨5.13%，截至09:54，报19.68元/股，成交10.33亿元，换手率13.13%，总市 值86.84亿元。 ...

Core Viewpoint - Innovation Medical reported a decline in total revenue and a significant increase in net loss, indicating challenges in the current operational environment [2][3]. Operational Overview - As of the reporting period, total revenue was 402 million yuan, a year-on-year decrease of 1.6%. The net profit attributable to shareholders was -11.36 million yuan, an increase of 29.12% year-on-year. The net profit after deducting non-recurring items was -12.88 million yuan, up 22.42% year-on-year. In Q2 alone, total revenue was 208 million yuan, a year-on-year increase of 0.73%, with a net profit of 2.58 million yuan, up 119.74% year-on-year [2]. Profitability Analysis - The company's profitability showed signs of recovery, with a gross margin of 12.06%, an increase of 2.27% year-on-year. The net margin was -2.79%, up 28.4% year-on-year. However, the company remains in a loss position, with earnings per share at -0.03 yuan, an increase of 25.0% year-on-year. The net asset per share was 4.0 yuan, down 4.82% year-on-year [3]. Cash Flow and Expense Control - The net cash flow from operating activities significantly improved, with operating cash flow per share at 0.19 yuan, a staggering increase of 2578.88% year-on-year. However, cash and cash equivalents decreased to 249 million yuan, down 55.17% from 556 million yuan in the same period last year. Accounts receivable were 74.89 million yuan, a decrease of 39.67% year-on-year. The ratio of three expenses (selling, administrative, and financial expenses) to revenue was 13.88%, an increase of 10.15% year-on-year [4]. Main Business Composition - The company's main business revenue is almost entirely derived from medical services, amounting to 400 million yuan, which accounts for 99.73% of total revenue, with a gross margin of 11.82%. Other business revenue was 1.09 million yuan, representing 0.27% of total revenue, with a high gross margin of 88.56%. Regionally, Heilongjiang had the highest revenue at 236 million yuan, accounting for 58.70% of total revenue, with a gross margin of 12.78%. Zhejiang's revenue was 147 million yuan, making up 36.73% of total revenue, with a gross margin of 10.99% [5]. Development Review and Outlook - During the reporting period, the company maintained a competitive advantage in the complex environment of the medical service industry. Four hospitals—Jianhua Hospital, Kanghua Hospital, Fu Tian Hospital, and Mingzhu Hospital—hold significant market positions in their respective regions. Jianhua Hospital optimized and integrated functional departments to reduce operating costs and enhance management efficiency, while Kanghua Hospital achieved slight revenue growth. Fu Tian Hospital experienced a decline in revenue and efficiency due to adjustments in medical insurance payment policies [6]. Financial Health Assessment - Despite a recovery in profitability, the company's cash flow situation and expense control require attention. The average operating cash flow to current liabilities ratio over the past three years was -6.09%, and the average net cash flow from operating activities over the past three years was negative, indicating a need for improvement in cash flow management and expense control [7].