Group 1 - The stock price of Aipeng Medical reached 35.74 yuan as of August 13, 2025, with an increase of 0.65 yuan, representing a rise of 1.85% from the previous trading day [1] - The opening price was 34.40 yuan, with a highest point of 35.80 yuan and a lowest point of 33.80 yuan, while the trading volume was 226,600 hands and the total transaction amount reached 795 million yuan [1] - Aipeng Medical operates in the medical device sector, focusing on pain management and nasal care, with products including microcomputer injection pumps and nasal care spray [1] Group 2 - The brain-computer interface concept became active in the afternoon, leading to significant movements in related stocks, including a rapid rebound in Aipeng Medical's stock, which saw an increase of over 2% within five minutes [1] - On August 13, the net outflow of main funds was 2.0586 million yuan, with a cumulative net outflow of 130 million yuan over the past five days [1]

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 Ministry of Industry and Information Technology, along with several other government bodies, has issued an implementation opinion to promote the innovation and development of the brain-computer interface (BCI) industry, aiming for significant breakthroughs in key technologies by 2027 and the establishment of a competitive industrial ecosystem by 2030 [1] - The opinion outlines a high-quality development goal for the BCI industry, focusing on five areas: strengthening basic hardware and software, creating high-performance products, promoting technology transfer, expanding innovation entities, and enhancing industrial support capabilities [1] - Specific actions include three major projects: core hardware and software strengthening, high-quality complete machine engineering, and application expansion, with 17 detailed measures to build a comprehensive innovation promotion system [1] Group 2 - The opinion encourages the development of non-invasive BCI products that are lightweight, low-power, and wearable, while also promoting integrated BCI products for consumer applications [2] - In the healthcare sector, the focus is on addressing neurodegenerative and mental disorders, enhancing research on pathological and physiological mechanisms, and innovating neuro-regulation technologies to improve diagnosis and treatment levels [2] - Aipeng Medical (300753) is positioned to benefit from new opportunities in the BCI field, aligning its innovative products for ADHD, anesthesia management, and sleep assessment with the non-invasive application path outlined in the opinion [2] Group 3 - Aipeng Medical's new generation ADM series anesthesia depth monitor utilizes non-invasive EEG monitoring technology to provide quantitative references for anesthesiologists, helping to assess patients' consciousness levels during anesthesia [3] - The device has achieved upgrades in algorithm accuracy, EEG spectrum visualization, and stability, making EEG monitoring more continuous, real-time, stable, and accurate [3] - In the field of neuro-rehabilitation, Aipeng Medical's subsidiary focuses on the development of digital therapeutic products for diagnosing neurological diseases, cognitive training, and sleep monitoring [3] Group 4 - Aipeng Medical is implementing BCI technology across multiple brands in sleep management, with a focus on non-drug therapies like the t-VNS device for improving sleep disorders and alleviating anxiety [4] - Collaborations with companies like Shenzhen Yunrui have led to the development of sleep monitoring devices that provide precise quantification and analysis of sleep processes [4] - The company is creating a comprehensive sleep management system that integrates various products to standardize diagnosis and treatment, ensuring data integration and management closure [4] - The implementation opinion provides a top-level design for the foundational research and engineering efforts in BCI technology, opening policy channels for its application in healthcare, sleep medicine, and cognitive rehabilitation [4]

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]

Group 1 - The brain-computer interface (BCI) concept stocks have been active, with multiple stocks rising significantly, and several exceeding 100% increase in price year-to-date [1][3][4] - A recent policy document issued by seven government departments aims to accelerate the BCI industry's development, proposing 17 specific measures to enhance hardware and software capabilities, application of technological achievements, and support for innovation [2][4] - The document outlines a roadmap for BCI development, with milestones set for 2025 and 2027, including the establishment of a comprehensive support system and the cultivation of leading enterprises [5][6] Group 2 - The policy encourages various application scenarios, including industrial manufacturing, healthcare, and consumer applications, aiming to break down departmental barriers and enhance collaboration across the industry [7][8] - The BCI industry is transitioning from research to commercialization, with significant advancements in non-invasive technologies and ongoing efforts to develop core components domestically [8][9] - The medical sector is identified as the fastest-growing area for BCI commercialization, with a projected global market size of $40 billion by 2030, driven by the treatment of central nervous system diseases [9][10] Group 3 - Recent developments include the establishment of pricing for BCI medical services, with specific costs outlined for invasive and non-invasive procedures, providing a foundation for clinical application [12][13] - Several listed companies are actively engaging in the BCI sector, with ongoing research and product development in invasive and semi-invasive BCI applications [13][15] - Companies are also preparing to establish funds and partnerships to support innovation and investment in the BCI field, indicating a strong interest in the sector's growth [14][15]

Core Viewpoint - The news highlights the stock reduction by a senior executive of Aipeng Medical, indicating potential shifts in insider sentiment and market dynamics [1][3]. Group 1: Executive Stock Transactions - On August 8, 2025, Li Qing, a senior executive at Aipeng Medical, reduced his holdings by 89,300 shares at an average price of 37.94 yuan, totaling a transaction value of 3.388 million yuan, leaving him with 387,300 shares [1][3]. - Other executives also engaged in stock transactions, including Ying Haifeng and Zhu Hongyi, with varying amounts and prices, indicating ongoing trading activity among company insiders [3]. Group 2: Company Business Overview - Aipeng Medical's main business includes a wide range of medical and healthcare products, with significant revenue contributions from pain management products (248 million yuan, 61.52%) and nasal and upper airway products (123 million yuan, 30.55%) [2]. - The company operates in various sectors, including medical device production, internet sales of food and medical products, and technology services, showcasing a diverse business model [2]. Group 3: Market Capitalization - As of the latest closing, Aipeng Medical's total market capitalization stands at 4.318 billion yuan, reflecting its position in the market [3].

来源：金融界 主力资金净流出居前的分别为安杰思（1536.17万元）、科华生物（1457.06万元）、海利生物（1440.72 万元）、华大基因（1419.47万元）、福瑞股份（1329.15万元）。 序号代码名称最新价涨跌幅主力净流入主力净占比1300760迈瑞医疗230.5-0.098724.29万元 6.07%2300753爱朋医疗34.261.935531.45万元7.53%3300314戴维医疗15.2510.035504.85万元 11.77%4603658安图生物42.343.394457.47万元15.08%5688273麦澜德44.759.234025.59万元9.14%6002432 九安医疗40.121.192866.50万元6.27%7600587新华医疗18.144.432682.44万元3.88%8300453三鑫医疗 9.413.982472.80万元10.27%9688271联影医疗130.68-0.021943.47万元5.25%10603309维力医疗 14.92.831756.01万元10.29% 8月11日，医疗器械行业上涨1.65%，今日主力资金流出4.97亿元，成分 ...

此前，湖北、浙江、江苏等多地对脑机接口相关项目进行具体定价，行业商业化进一步提速。 同时，脑机接口写入医保。 政策大利好刺激，脑机接口今日大涨。 截至目前，际华集团2连板，创新医疗一度涨停，三博脑科、博拓生物涨超9%，乐普医疗涨超8%，倍 益康涨超6%，爱朋医疗涨超4%。 | 代码 名标 | | 现价 · 派唱 | | | --- | --- | --- | --- | | 601718 际华集团 | | 5.28 +10.00% | | | 688273 麦澜德 | | 40.85 | +9.66% | | 301293 | 三博脑科 | | 59.78 +9.51% | | 688767 博拓生物 | | 35.75 | +9.49% | | 300003 乐普医疗 | | | 17.53 +8.54% | | 002173 创新医疗 | | 18.75 | +7.33% | | 870199 倍益康 | | 44.91 | +6.93% | | 300753 爱朋医疗 | | | 35.73 +4.23% | | 002195 | 岩山科技 | 5.95 | +3.48% | | 300884 狄耐克 ...

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 ...

Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant growth driven by favorable government policies and technological advancements, with expectations for substantial market expansion in the coming years [1][4]. Group 1: Market Performance - On August 8, stocks related to the brain-computer interface concept surged, with notable gains including Beiyikang at 13% limit up and Sanbo Brain Science at over 11% [1]. - Other companies such as Innovation Medical and Jihua Group also reached their limit up, indicating strong market interest [1]. Group 2: Government Policies - The Ministry of Industry and Information Technology, along with six other departments, issued implementation opinions aimed at promoting innovation in the BCI industry, targeting breakthroughs in key technologies by 2027 [2]. - By 2030, the goal is to establish a reliable industrial system and cultivate globally influential leading enterprises within the BCI sector [2]. Group 3: Industry Insights - The National Medical Insurance Administration has introduced a pricing mechanism for newly launched drugs and medical devices, facilitating the commercialization of new technologies [3]. - Recent reports indicate that the BCI sector is accelerating its commercial transformation, with non-invasive applications in medical rehabilitation and emotional management gaining traction [4]. - The domestic BCI market is expected to expand rapidly, supported by favorable policies and advancements in technology [4].