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].

经济观察网 医疗器械板块短线拉升，尚荣医疗、赛诺医疗涨停, 爱朋医疗、翔宇医疗涨超10%，伟思医 疗、中红医疗、济高发展、冠昊生物、港通医疗等跟涨。 ...

Group 1 - The core viewpoint of the news is the significant advancements expected in brain-computer interface (BCI) technology by 2027, with the establishment of an advanced technical, industrial, and standard system [1][3] - The Ministry of Industry and Information Technology, along with six other departments, has issued implementation opinions to promote innovation and development in the BCI industry, aiming for breakthroughs in key technologies and the establishment of a robust industrial ecosystem by 2030 [3] - The BCI market is projected to expand rapidly, driven by the increasing application of BCI products in various sectors such as industrial manufacturing, healthcare, and consumer life [3][4] Group 2 - Following positive news, several BCI-related stocks experienced significant price increases, with Beiyikang reaching a 13.57% rise and Sanbo Brain Science increasing by 11.69% [2] - The report from Founder Securities highlights the acceleration of commercial transformation in the BCI sector, particularly in non-invasive applications for medical rehabilitation and emotional management, indicating a broad market outlook [4] - Open Source Securities notes that the BCI technology landscape is undergoing rapid transformation, with upstream technological advancements leading to breakthroughs in downstream applications, suggesting a promising commercial future for domestic BCI companies [4]

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报•数据宝统计显示，爱朋医疗所属的医药生物行业，目前整体跌幅为0.68%，行业内，目前股价 上涨的有88只，涨停的有赛诺医疗、创新医疗等3只。股价下跌的有381只，跌幅居前的有上海谊众、凯 莱英、首药控股等，跌幅分别为8.59%、7.60%、4.96%。 公司发布的一季报数据显示，一季度公司共实现营业收入6482.19万元，同比下降26.13%，实现净利 润-1764.92万元，同比下降1400.65%，基本每股收益为-0.1400元。（数据宝） 爱朋医疗股价创出历史新高，截至9:42，该股上涨16.16%，股价报39.82元，成交量1706.81万股，成交 金额6.26亿元，换手率20.71%，该股最新A股总市值达50.19亿元，该股A股流通市值32.83亿元。 ...

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]