截至10月20日收盘，脑机接口概念上涨2.81%，位居概念板块涨幅第5，板块内，40股上涨，创新医疗 涨停，倍益康、狄耐克、爱朋医疗等涨幅居前，分别上涨11.28%、10.19%、7.42%。跌幅居前的有ST华 通、喜临门、成都华微等，分别下跌4.94%、0.40%、0.22%。 资金流入比率方面，创新医疗、仁和药业、岩山科技等流入比率居前，主力资金净流入率分别为 30.84%、10.82%、9.32%。（数据宝） 科 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 培育钻石 | 6.69 | 黄金概念 | -2.09 | | 可燃冰 | 3.86 | 金属铅 | -1.99 | | F5G概念 | 3.42 | 金属锌 | -1.89 | | 页岩气 | 3.15 | 金属铜 | -0.87 | | 脑机接口 | 2.81 | 小金属概念 | -0.55 | | 煤炭概念 | 2.77 | 金属钴 | -0.42 | | 智慧灯杆 | 2.71 | 转基因 | -0.33 | | 6G概念 | 2.65 | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300096 | ST易联众 | 7.86 | -7.53% | 24.95万 | | 2.01亿 | | 300523 | 辰安科技 | 24.52 | -2.43% | 5.39万 | + 1.34亿 | | | 920184 | 国源科技 | 20.66 | -2.36% | 3.75万 | 7895.31万 | | | 688228 | 开首云 | 180.29 | -2.23% | 3.52万 | | 6.39亿 | | 300448 | 浩云科技 | 7.18 | -2.05% | 37.53万 | | 2.71亿 | | 600536 | 中国软件 | 50.97 | -2.00% | 32.78万 | | 16.94亿 | | 600756 | 浪潮软件 | 15.90 | -1.79% | 17.18万 | | 2.75亿 | | 300290 | 荣科科技 | 21.85 | -1.53% | 21.69万 | ...

Key Points - The low-altitude economy continues to attract significant financing, with capital concentrating on leading companies. Recently, Zero Gravity Aircraft Industry (Hefei) Co., Ltd. announced the completion of A++++ round financing amounting to nearly 300 million yuan, bringing its total financing in two months to nearly 700 million yuan [4][11]. - Quantum computing competition is intensifying, with multiple technological routes being pursued. Logic Bit, a superconducting quantum computing company, completed a Pre-A round financing of tens of millions of yuan, primarily from existing shareholders [4][13]. Additionally, Bosc Quantum completed an A++ round financing of several hundred million yuan [4][15]. - In the health sector, early-stage tools and platform technologies are receiving support. OxTium Technology announced the completion of several million yuan in angel+ round financing led by Sequoia China Seed Fund [5][33]. - The new consumption sector is also seeing active financing, with Velotric completing a B round financing led by Shunwei Capital [8]. - The hard technology sector is witnessing significant investments, with companies like Rock Energy and BridGene Biosciences completing substantial financing rounds [14][36]. - The healthcare industry is experiencing a surge in financing, with companies like Yike Medical and Wuyou Jump completing rounds of several million to nearly 200 million yuan [28][30]. - The AI and enterprise service sectors are also active, with companies like Future Intelligence and Aishi Technology completing significant financing rounds [43][46]. Group 1 - Low-altitude economy financing remains high, with Zero Gravity Aircraft Industry raising nearly 300 million yuan [4][11] - Quantum computing competition is heating up, with Logic Bit and Bosc Quantum securing significant funding [4][13][15] - Health sector tools and platforms are gaining early-stage support, exemplified by OxTium Technology's financing [5][33] Group 2 - New consumption sector financing is active, with Velotric's B round led by Shunwei Capital [8] - Hard technology sector investments are significant, with Rock Energy and BridGene Biosciences completing major financing [14][36] - Healthcare industry financing is surging, with Yike Medical and Wuyou Jump securing substantial rounds [28][30] Group 3 - AI and enterprise service sectors are also seeing significant financing, with Future Intelligence and Aishi Technology completing major rounds [43][46]

Core Viewpoint - Yan Mountain Technology (002195) announced that its subsidiary Yan Chao Fusion has completed a multi-hundred million RMB angel round financing, aimed at advancing the research and development of fusion devices and superconducting technology applications [1] Financing and Investment - The financing round was co-led by Yan Mountain Technology and Yan Mountain Investment, with the funds designated for the development of advanced superconducting fusion devices [1] Technological Development - Yan Chao Fusion is focusing on an advanced superconducting fusion route, emphasizing its unique steady-state operation advantages and future grid compatibility [1] - The company is advancing the research of an advanced superconducting fusion system using internationally leading quasi-equilibrium magnetic configurations and leveraging AI and 3D printing to accelerate device development [1] Collaborative Efforts - The company is establishing a "Fusion and New Energy Joint Laboratory" in collaboration with Peking University in Shenzhen, focusing on the physics and engineering of fusion devices, AI for science, superconducting materials, and energy applications [1] - Yan Chao Fusion is actively expanding international research cooperation channels and plans to recruit globally recognized fusion experts to form a top-tier academic advisory committee [1]

Group 1 - The core viewpoint of the articles highlights the positive performance of the gaming and cultural media sector, particularly the increasing participation of Chinese companies in international markets, especially in Japan [1][2] - The China Securities Index for Hong Kong and Shanghai gaming and cultural media shows mixed performance among its constituent stocks, with notable gains from companies like DaMai Entertainment and ZhongGong Education [1] - The Gaming Media ETF has seen significant net inflows recently, totaling 5.06 million yuan over three days, indicating strong investor interest in the sector [1] Group 2 - The index tracks 50 listed companies involved in gaming, film, broadcasting, marketing, publishing, education, and cultural performances, reflecting the overall performance of the gaming and cultural media theme in the Hong Kong and mainland markets [2] - As of September 30, 2025, the top ten weighted stocks in the index account for 56.63% of the total, with major players including Kuaishou-W, Tencent Holdings, and Bilibili-W [2] - The increasing engagement of Chinese game developers in international markets, particularly through high-quality projects and localized operations, is seen as a key growth driver for the industry [1]

Core Viewpoint - Huainan Yanshan Technology Co., Ltd. has been established with a registered capital of 500,000 RMB, focusing on manufacturing and sales of various construction materials and sanitary products [1] Company Summary - The legal representative of the company is Shen Yizou [1] - The registered capital of the company is 500,000 RMB [1] Business Scope - The company engages in the manufacturing and sales of thermal insulation and soundproof materials [1] - It also manufactures and sells lightweight building materials [1] - The company is involved in the production and sales of asbestos cement products [1] - It manufactures building decoration, plumbing parts, and other metal products for construction [1] - The company sells sanitary ceramic products and engages in the wholesale of kitchenware and daily miscellaneous goods [1] - It is involved in the manufacturing and research and development of sanitary ware [1] - The company produces and sells engineered wood products [1] - It has the capability for import and export of goods and technology [1]

Core Viewpoint - The company, Rock Mountain Technology, announced that its subsidiary, Niu Mai Technology (Shanghai) Co., Ltd., has signed a General Pricing Agreement with a leading international automotive parts supplier to provide a specific model of "forward visual perception algorithm" [1] Summary by Categories Company Developments - Niu Mai Technology has entered into a General Pricing Agreement with a major automotive parts supplier, which is confidential due to business information protection [1] - The agreement is effective immediately upon signing [1] Financial Projections - Based on preliminary forecast data provided by the customer, the expected sales revenue from 2026 to 2030 is approximately 339 million RMB [1]

证券代码：002195 证券简称：岩山科技 公告编号：2025-050 上海岩山科技股份有限公司 关于控股子公司签署《通用定价协议》的自愿性信息披露公 告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 特别提示： 1.本协议已由双方签名或盖章后生效。 2.本协议预计不会在本年度产生收入，不会对公司本年度经营业绩产生重大 影响，但将有利于增厚公司未来年度业务收入。 3.本协议为框架性约定，未明确下游客户最终的实际采购金额，实际销售金 额将以后续订单结算金额为准。能否实现销售及后续具体业务开展情况存在不确 定性，存在业务合作不能开展或不达预期等风险。 4.项目整体实施周期较长，期间可能受到汽车市场变化、全球宏观经济形势 波动等因素影响，进而导致客户的销售计划和采购需求出现不确定性，引发供货 量波动。 5.纽劢科技需按照客户既定节点完成相关产品开发并通过验收后，才具备后 续交付的前提条件。开发工作能否按期完成及是否顺利通过客户验收，均存在不 确定性。 6.尽管合同双方具备履约能力，但在合同履约过程中，可能会出现因产品开 发遇阻、客户销售不达预期或不可抗力等原因， ...

Core Viewpoint - The company announced that its subsidiary, NiuMai Technology (Shanghai) Co., Ltd., has signed a General Pricing Agreement with a leading international automotive parts supplier to provide a specific model of "forward visual perception algorithm" [1] Group 1: Agreement Details - The agreement is expected to generate approximately 339 million RMB in sales revenue from 2026 to 2030 based on preliminary forecast data provided by the client [1] - The agreement is effective immediately upon signing and is not expected to generate revenue in the current fiscal year [1] Group 2: Financial Impact - The agreement is anticipated to positively impact the company's future business revenue, although it will not have a significant effect on the company's operating performance for the current year [1]

Core Insights - The AI corpus concept index rose by 1.09%, ranking 9th among concept sectors, with 30 stocks increasing in value, led by Mango Super Media, Kunlun Wanwei, and Yanshan Technology, which saw gains of 8.47%, 7.40%, and 5.67% respectively [1] - The AI corpus sector experienced a net inflow of 239 million yuan from main funds, with 24 stocks receiving net inflows, and 7 stocks exceeding 30 million yuan in net inflow, with Yanshan Technology leading at 258 million yuan [1][2] Sector Performance - The top-performing concept sectors included China AI 50 with a 2.36% increase, while the South Korea-China Free Trade Zone saw a decline of 1.87% [1] - Other notable sectors with positive performance included controllable nuclear fusion (1.39%), Kuaishou concept (1.36%), and copper cable high-speed connection (1.26%) [1] Fund Flow Analysis - The stocks with the highest net inflow ratios included Century Tianhong (11.08%), Tuolisi (8.91%), and Haitan Ruisheng (8.51%) [2] - Yanshan Technology had a trading volume of 25.79 million yuan and a net inflow ratio of 4.19%, while Chinese Online and Tuolisi followed with net inflow ratios of 7.79% and 8.91% respectively [2][3] Stock Performance - The top gainers in the AI corpus sector included Yanshan Technology (5.67%), Chinese Online (4.11%), and Tuolisi (4.75%) [2] - Conversely, the stocks with the largest declines included Kaipu Cloud (-5.71%), Jiadu Technology (-2.20%), and Shenzhen Ruijie (-2.12%) [1][3]