Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant growth in the A-share market, with the BCI index reaching a historical high, indicating a promising future for the industry [2][3]. Industry Overview - The BCI technology is seen as a new frontier, with applications in medical fields such as disease warning, diagnosis, treatment, and functional enhancement, as well as in non-medical sectors like consumer and industrial applications [5][6]. - The global market for BCI medical applications is projected to reach $40 billion by 2030 and $145 billion by 2040, highlighting the substantial growth potential in this sector [5]. Company Developments - Several companies, including Sainuo Medical, Guangdian Co., and Shangrong Medical, have seen their stock prices surge, with multiple stocks hitting the daily limit up [3]. - Companies like Lide Man and Botuo Bio have reported significant gains, with Lide Man increasing over 11% and Botuo Bio rising by 10% [3]. - Sanbo Brain Science has completed an interventional BCI trial, showcasing China's innovation capabilities in this field and marking a significant step in treating movement disorders [3]. Strategic Initiatives - Chengyitong has established a dual-track strategy focusing on both invasive and non-invasive BCI technologies, aiming to integrate existing rehabilitation devices with BCI [4]. - Yanshan Technology's subsidiary has developed a brain-computer interface system that has demonstrated excellent performance in clinical trials, indicating advancements in the technology [5]. Policy Support - The Chinese government has been actively promoting the BCI industry through various policies, with multiple regions releasing action plans to accelerate development [6]. - The Ministry of Industry and Information Technology has outlined goals for the BCI sector over the next five years, aiming for breakthroughs in key technologies and the establishment of a robust industrial ecosystem by 2030 [6][7]. Market Challenges and Opportunities - The BCI industry faces challenges in making technology affordable for the general public, with current rehabilitation robots costing around 1 million yuan, which is still considered expensive [7][8]. - The integration of BCI technologies into medical insurance reimbursement lists is seen as a critical step for commercial viability and wider adoption [8].

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].

本报记者 许林艳 8月8日，脑机接口概念股进一步上涨。截至午间收盘，际华集团（601718）涨停，麦澜德涨停超10%， 三博脑科（301293）、乐普医疗（300003）涨超8%，爱朋医疗（300753）、诚益通（300430）等纷纷 跟涨。 福州公孙策公关咨询有限公司合伙人詹军豪表示，目前我国脑机接口技术已取得显著进展，非侵入式技 术在医疗康复等领域实现初步应用，侵入式技术也进入了临床试验阶段。 根据中国电子信息产业发展研究院数据，2024年中国脑机接口市场规模为32亿元，同比增长18.8%；预 计到2027年将达到55.8亿元。 多地均在积极推进脑机接口产业发展。今年年初，北京印发《加快北京市脑机接口创新发展行动方案 （2025-2030年）》，其中提出，到2030年打造1-2个脑机接口产业发展集聚示范区，实现脑机接口创新 产品在医疗、康养、工业、教育等领域的规模化商用。 同期，上海印发《上海市脑机接口未来产业培育行动方案（2025-2030年）》，其中提出2030年前，实 现高质量控脑，脑机接口产品全面实现临床应用，打造全球脑机接口产品创新高地，产业链核心环节实 现自主可控。 政策利好不断，脑机接口产业 ...

Group 1 - The brain-computer interface concept stocks have seen a significant increase, with companies like Innovation Medical and Jihua Group reaching their daily limit up [1] - Beikang has risen over 20%, while Sanbo Neuroscience, Aipeng Medical, and Chengyitong have all increased by more than 10% [1]

（文章来源：证券日报） 证券日报网讯诚益通8月4日在互动平台回答投资者提问时表示，公司脑机产品未来取得医疗器械注册证 并销售到医院之后就可以在医院使用了。 ...

Core Viewpoint - The company expresses confidence in the development of the brain-computer interface (BCI) industry due to supportive policies from the government and clear medical insurance charging mechanisms [1] Group 1: Company Development - The company plans to continue investing in core technology research and development for brain-computer interfaces [1] - The company aims to advance the application of BCI technology in both serious medical and consumer scenarios [1] - The company is actively responding to the national strategy for independent innovation [1] Group 2: Industry Context - The encouragement and support from national and local governments for the BCI industry are expected to drive further development [1] - The clarification of medical insurance charging mechanisms is seen as a catalyst for the growth of the BCI sector [1]

Group 1 - The core point of the article highlights the recent performance of Chengyitong (300430), which closed at 19.93 yuan, down 1.39% as of August 1, 2025, with a trading volume of 12.18 million shares and a transaction amount of 2.45 billion yuan [1] - The company experienced a net outflow of main funds amounting to 18.98 million yuan, accounting for 7.74% of the transaction amount, with significant outflows from large orders and super large orders [1] - Chengyitong's latest quarterly report shows total operating revenue of 189 million yuan, a year-on-year decrease of 29.42%, and a net profit attributable to shareholders of 12.59 million yuan, down 59.09% year-on-year [1] Group 2 - Chengyitong has made investments in 9 companies and participated in 107 bidding projects, indicating active engagement in business development [2] - The company holds 44 trademark registrations and 157 patents, showcasing its focus on intellectual property [2] - Chengyitong has 9 administrative licenses, reflecting its compliance and operational capabilities [2]

北京诚益通控制技术集团股份有限公司 证券代码：300430 证券简称：诚益通 公告编号：2025-033 关于使用闲置自有资金进行委托理财的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 北京诚益通控制技术集团股份有限公司（以下简称"公司"）于 2025 年 5 月 14 日召开 2024 年度股东大会，审议通过了《关于使用闲置自有资金进行委托 理财的议案》。同意公司及子公司使用额度不超过 1 亿元人民币的闲置自有资金 进行委托理财，购买低风险、流动性好、安全性高的理财产品，上述额度可由公 司及子公司共同滚动使用，并授权公司管理层具体实施相关事宜，期限自 2024 年度股东大会审议通过之日起至 2025 年度股东大会召开之日止，同意对相关理 财的资金情况每月定期披露进展。 近日公司及子公司使用闲置自有资金在授权范围内购买了理财产品，现将相 关事项公告如下： | 投资主体 | 受托方 | 关联 | 产品名称 | 产品 | 委托理财金 | 起息日 | 到期日 | 预期年化收 益率 | | --- | --- | --- | --- | --- | --- ...

天眼查商业履历信息显示，北京诚益通控制技术集团股份有限公司，成立于2003年，位于北京市，是一 家以从事科技推广和应用服务业为主的企业。企业注册资本27304.7596万人民币，实缴资本9979.1427万 人民币。公司法定代表人为梁凯。 通过天眼查大数据分析，北京诚益通控制技术集团股份有限公司共对外投资了9家企业，参与招投标项 目107次，知识产权方面有商标信息44条，专利信息157条，此外企业还拥有行政许可9个。 来源：金融界 金融界消息 截至2025年7月30日收盘，诚益通（300430）报收于20.12元，下跌2.61%，换手率6.62%， 成交量17.21万手，成交金额3.51亿元。 资金流向方面，今日主力资金净流出2732.76万元，占比成交额7.79%。其中，超大单净流出2565.21万 元、占成交额7.31%，大单净流出167.55万元、占成交额0.48%，中单净流出流入1555.98万元、占成交 额4.43%，小单净流入1176.78万元、占成交额3.35%。 诚益通最新一期业绩显示，截至2025一季报，公司营业总收入1.89亿元、同比减少29.42%，归属净利润 1259.18万元，同比减 ...

Group 1 - The Beijing Future Science City Management Committee has developed a draft implementation plan for the "Artificial Intelligence + Pharmaceutical Health" industry in Changping District, focusing on brain-computer interface (BCI) innovation [1] - The plan emphasizes the development and application of BCI products, supporting research in key areas such as neural signal acquisition, decoding, control, and feedback [1] - The document encourages medical and health institutions in the region to adopt BCI products for clinical applications in treating neurological and mental disorders, as well as in smart rehabilitation and health monitoring [1] Group 2 - Open Source Securities highlights the significant potential of the downstream application market for brain-computer interfaces, which connect the brain with external devices for information exchange [2] - The BCI technology is expected to accelerate its implementation due to favorable policies and technological advancements, benefiting companies such as Rock Mountain Technology, Zhongke Information, and others [2] - The applications of BCI span across medical fields for disease warning, diagnosis, treatment, and functional enhancement, as well as in consumer and industrial sectors [2]