中国经济网北京1月28日讯 岩山科技（002195）(002195.SZ)今日收报9.78元，跌幅3.17%。 岩山科技最近一份研报是国投证券股份有限公司研究员胡又文、凌晨2019年4月15日发布的《二三四五 (002195)：业绩高增长 移动端业务发展势头良好》。此后6年9个月岩山科技没有新的公司研报。 2023年8月，公司名称由"上海二三四五网络控股集团股份有限公司"变更为"上海岩山科技股份有限公 司"。 ...

Group 1 - Tianqi Co., Ltd. has entered the brain-computer interface (BCI) sector by investing in Suzhou Huahui Chip, focusing on high-density flexible neural electrode technology, achieving animal testing stages, and becoming a key player in domestic BCI hardware localization. The developed flexible neural electrode has 1024 channels, with signal acquisition precision and anti-interference capabilities at an internationally advanced level. The company has also completed biocompatibility surface modification technology to reduce inflammation after electrode implantation, with core patents authorized by the National Intellectual Property Administration [1][2][3] - Innovation Medical, through its subsidiary Boling Brain Machine, is one of the first companies in China to commercialize BCI rehabilitation products. The core product, Cyberlink AC5, was officially launched in October 2025, generating sales revenue of 114,000 yuan in 2025. Another product, Cyberlink AM5, has completed multi-center clinical trials and is progressing through the approval process. The company plans to establish five additional clinical cooperation centers to accelerate the application of BCI technology in treating neurological diseases [4][5][6] - iFlytek is a leading company in the non-invasive BCI field, leveraging its artificial intelligence technology to develop BCI collaborative technology. The company has established long-term partnerships with universities for research and development. Its non-invasive BCI system has been piloted in 120 schools nationwide, improving student attention by 30%. In the medical field, a collaboration with Beijing Tiantan Hospital has achieved a 92% accuracy rate in identifying abnormal brain signals for epilepsy [7][8][9] Group 2 - Jiahe Intelligent focuses on the research and mass production of BCI hardware, particularly EEG acquisition devices and core components, serving both consumer and medical-grade markets. The company has achieved large-scale production of EEG acquisition headphones with a signal recognition accuracy of 92%, primarily used in sleep monitoring and attention training. It plans to expand into overseas BCI hardware markets by 2026 [10][11][12] - Tom Cat is the first company in China to apply BCI technology in consumer scenarios, focusing on interactive games and rehabilitation training products. The company launched a mind-controlled game product in 2025, which quickly gained over 500,000 users. It also collaborates with rehabilitation institutions to develop BCI rehabilitation training systems, showing a 35% average improvement in patient motor function scores [13][14][15] - Hanwei Technology, through its subsidiary Weisheng Technology, is a leading company in the EEG sensor field, with an annual shipment of over 2 million units. The company has developed an epilepsy early warning system with an 88% accuracy rate in clinical tests. It also focuses on flexible pressure sensors for invasive BCI electrodes, addressing industry pain points [16][17][18] Group 3 - StarNet Ruijie leverages its network communication technology to develop low-power, high-stability EEG signal transmission systems and data encryption modules, becoming a core supplier for BCI data links. The developed transmission system supports real-time transmission of 1024-channel EEG signals with a latency of less than 10ms and a stability of 99.9% [19][20][21] - Yijiahe focuses on the integration of BCI and embodied intelligent robots, exploring applications in smart healthcare. The company has signed a strategic cooperation agreement to develop real-time emotional companionship and brain-controlled robots, enhancing the emotional care capabilities of robots [22][23][24] - Lihua Technology is focused on incubating and investing in the BCI sector, successfully incubating three high-tech companies in the field. The company collaborates with the Shenzhen Institute of Advanced Technology to provide comprehensive services for incubated companies, addressing development pain points [25][26][27] Group 4 - Sanbo Neurosurgery is a leading private hospital in the neurosurgery field, focusing on the clinical application and research of BCI. The company has successfully conducted an interventional BCI surgery, accumulating valuable experience for clinical applications. It is also recruiting participants for ongoing clinical trials [28][29][30] - Shiyun Circuit is a core enterprise in the PCB field, providing customized PCB products for BCI devices. The company focuses on high-density, flexible PCB designs, achieving low signal loss rates below 2% [31][32][33] - Meihua Medical is a leading supplier of core components for BCI, having entered the core supply chain for invasive BCI products. The company has developed components that have passed biocompatibility tests, ensuring long-term stability and safety for implanted devices [34][35][36]

| 宁德时代 | -1.43 | -10.26亿元 | 电池 | | --- | --- | --- | --- | | 中国卫通 | -10 | -9.71亿元 | 通信服多 | | 蓝色光标 | 0.92 | -9.28亿元 | 文化传媒 | | 中国长城 | -5.8 | -9.07亿元 | 计算机设 | | 乾照光电 | 8.55 | -8.97亿元 | 光学光电 | | 捷佳伟创 | -1.86 | -8.90亿元 | 光伏设备 | | 航天发展 | -9.99 | -8.86亿元 | 通信设管 | | 铜陵有色 | 10.06 | -7.96亿元 | 有色金属 | | 岩山科技 | -5.04 | -7.68亿元 | 互联网服 | *数据仅供参考，不构成投资建议 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 航天电子 | -9.98 | -38.16亿元 | 航天航空 | | 中国卫星 | -10 | -25.95亿元 | 航天航空 | | 信维通信 | -10.05 | -18.59亿元 | 消费电子 | | 三花智控 ...

扬子晚报网1月26日讯(记者范晓林)今天是周一，上周五锋龙股份（002931）18连板，江化微（603078）5连板，白银有色（601212）4连板，巨力索具 （002342）3连板，汉商集团（600774）5天3板。指数尾盘震荡拉升，北证50指数大涨超3%。沪深两市成交额3.09万亿，较上一个交易日放量3935亿。盘 面上，市场热点快速轮动，全市场超3900只个股上涨。板块方面，光伏、商业航天、黄金、AI应用端领涨。日前，OpenAI已开始在聊天机器人ChatGPT 平台为数十家广告商提供广告位服务，首批广告预计于2月初上线。AI应用端表现持续回暖，浙文互联（600986）反包涨停走出11天5板，带动易点天下 （301171）、蓝色光标（300058）、天龙集团（300063）、岩山科技（002195）等前期人气股不同程度展开反弹。 A.利好精选 18连板锋龙股份：2025年12月25日至2026年1月23日股价涨幅405.74%自1月26日开市起停牌核查 锋龙股份(002931.SZ)发布股票交易异常波动风险提示暨停牌核查的公告，公司股票自2025年12月25日至2026年1月23日已连续17个交易日涨停 ...

Investment Rating - The industry rating is "Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% over the next 6 months [14]. Core Insights - A breakthrough in Alzheimer's treatment was observed when a focused ultrasound surgery unexpectedly improved the cognitive function of a patient, challenging the traditional belief that Alzheimer's is irreversible. This condition affects nearly 17 million patients in China, leading to significant caregiving burdens [4][5]. - The research team led by Professor Sun Bomin is exploring a new approach using high-energy ultrasound to directly stimulate brain neural circuits, with initial clinical trials showing an average improvement rate of about 50% among seven moderate to severe patients [5]. - The global brain-computer interface (BCI) market is projected to grow rapidly, with an estimated size of approximately $2.62 billion in 2024, reaching $2.94 billion in 2025, and potentially growing to $12.4 billion by 2034, reflecting a compound annual growth rate of 17.35% over the next decade [6]. Summary by Sections Industry Overview - The report highlights the significant unmet medical need in Alzheimer's treatment and the potential for innovative therapies to emerge from recent clinical findings [4][5]. Market Potential - The brain-computer interface market is expected to see substantial growth, with specific projections for both global and Chinese markets, indicating a strategic focus on high-tech industries as outlined in national economic plans [6]. Investment Recommendations - The report suggests monitoring companies such as Yanshan Technology, Hanwei Technology, Sanbo Brain Science, and others, which are positioned to benefit from advancements in the BCI and related technologies [6].

Group 1 - The AI application ecosystem is deepening, with policies enabling computing power upgrades, as Alibaba's Qianwen App integrates with various services, marking a shift from technical capabilities to user-perceived commercial applications [1] - Walmart announced the integration of Google's generative AI chatbot Gemini into its shopping process, enhancing consumer experience in product discovery and purchasing [1] - OpenAI plans to test ChatGPT advertisements in the U.S. for free and entry-level subscription users, indicating a move towards monetizing AI capabilities [1] Group 2 - Guosen Securities is optimistic about GEO (AI-generated engine optimization) reshaping the traffic and content service ecosystem, suggesting investment opportunities in the media sector driven by AI applications [2] - Douyin's giant engine reported a peak daily consumption of 30 million in the comic drama sector, with a projected market size of 22 billion yuan by 2026, reflecting high industry vitality [2] - AI technology is deeply integrated into the comic drama pipeline, significantly reducing costs and increasing efficiency, while top AI dramas enhance commercial value through copyright distribution [2] Group 3 - As of January 23, 2026, the CSI Media Index rose by 2.71%, with the Media ETF (512980) increasing by 3.39%, indicating strong market performance [3] - The Media ETF saw a significant scale increase of 60.78 million yuan in the past week, with a notable share growth of 24.6 million shares [3] - The Media ETF closely tracks the CSI Media Index, which includes major GEO concept stocks, with GEO weight exceeding 32% [3]

Core Viewpoint - The A-share market is experiencing a surge in autonomous driving concept stocks, driven by positive developments in regulatory approvals for Tesla's Full Self-Driving (FSD) technology [1][2]. Group 1: Stock Performance - Ruichuang Micro-Nano (688002) reached a 20% limit up, with a total market capitalization of 56.8 billion and a year-to-date increase of 22.33% [2]. - Jingwei Hengrun (688326) rose by 16.7%, with a market cap of 17.3 billion and a year-to-date increase of 22.61% [2]. - Hanxin Technology (920092) increased by 10.72%, with a market cap of 2.854 billion and a year-to-date increase of 22.81% [2]. - Siwei Tuxin (002405) saw a rise of 9.98%, with a market cap of 26.6 billion and a year-to-date increase of 24.75% [2]. - Other notable performers include Huayi Technology (688071) up by 9.75%, Jiu Zhi Yang (300516) up by 9.32%, and Jingjin Electric (688280) up by 8.61% [2]. Group 2: Market Trends - The overall trend in the A-share market indicates a strong interest in autonomous driving technologies, as evidenced by the significant price increases in related stocks [1]. - Tesla CEO Elon Musk's announcement at the Davos World Economic Forum regarding the potential approval of FSD in Europe and China has likely contributed to the bullish sentiment in the market [1].

Group 1 - The A-share market has seen a continued rise in certain AIGC concept stocks, indicating positive market sentiment towards this sector [1] - Zhejiang Wenhu Internet has reached its daily limit increase, showcasing strong investor interest [1] - Century Tianhong has increased by over 7%, reflecting robust performance among AIGC-related companies [1] Group 2 - Other notable gainers include Guangyun Technology, Chaotu Software, Dian Diagnostics, and Qianfang Technology, all rising by more than 5% [1] - Companies such as Jiuzhoutong, Danghong Technology, Leizhi Group, Fushi Holdings, Keda Guochuang, Yanshan Technology, and Zhongkong Technology have all seen increases of over 4% [1]

1月23日，A股市场部分AIGC概念股继续上涨，其中，浙文互联涨停，世纪天鸿涨超7%，光云科技、超 图软件、迪安诊断、千方科技涨超5%，九州通、当虹科技、垒知集团、福石控股、科大国创、岩山科 技、中控技术涨超4%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 600986 | 浙文互联 | 1 | 10.05 | 179亿 | 54.09 | | 300654 | 世纪天鸿 | | 7.63 | 42.36亿 | 16.75 | | 688365 | 光云科技 | | 5.91 | 113亿 | 57.32 | | 300036 | 超图软件 | 演 | 5.34 | 99.10亿 | 10.74 | | 300244 | 迪安诊断 | 豪 | 5.27 | 174亿 | 75.21 | | 002373 | 千方科技 | 兼 | 5.24 | 209亿 | 12.57 | | 600998 | 九州通 | 1 | 4.90 | 281亿 | 8.79 | | 688039 | 当虹科技 | | ...

Core Viewpoint - The A-share market saw a significant rise in AIGC concept stocks, driven by news of OpenAI's upcoming advertising service for ChatGPT, set to launch in early February [1] Group 1: Stock Performance - Huakai Yibai experienced a 20.03% increase, reaching a market capitalization of 6.13 billion [2] - Zhejiang Wenlian rose by 10%, with a total market value of 16.7 billion [2] - Bona Film Group saw a 9.96% increase, bringing its market cap to 12.9 billion [2] - Zhongwen Online increased by 6.81%, with a market capitalization of 24.1 billion [2] - Wanxing Technology rose by 5.3%, reaching a market value of 18.6 billion [2] - Other notable increases include BlueFocus (4.45%, 69.9 billion), Fantou Shuchuang (4.83%, 3.166 billion), and several others with gains over 3% [2] Group 2: Year-to-Date Performance - Huakai Yibai has a year-to-date increase of 39.59% [2] - Zhejiang Wenlian's year-to-date performance stands at 43.48% [2] - Bona Film Group has a year-to-date increase of 23.42% [2] - Zhongwen Online shows a year-to-date increase of 31.81% [2] - Wanxing Technology has a year-to-date increase of 36.38% [2] - BlueFocus leads with a year-to-date increase of 69.01% [2]