金融界消息 截至2025年8月15日收盘，狄耐克（300884）报收于15.23元，下跌1.23%，换手率14.3%， 成交量27.38万手，成交金额4.16亿元。 资金流向方面，今日主力资金净流出2093.53万元，占比成交额5.03%。其中，超大单净流出1321.61万 元、占成交额3.18%，大单净流出771.92万元、占成交额1.85%，中单净流出流入2528.18万元、占成交 额6.07%，小单净流出434.65万元、占成交额1.04%。 狄耐克最新一期业绩显示，截至2025一季报，公司营业总收入1.14亿元、同比减少9.24%，归属净利润 271.07万元，同比减少351.68%，扣非净利润684.36万元，同比减少14.13%，流动比率2.709、速动比率 2.355、资产负债率25.41%。 来源：金融界 天眼查商业履历信息显示，厦门狄耐克智能科技股份有限公司，成立于2005年，位于厦门市，是一家以 从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本25386.282万人民币，实缴资本 9000万人民币。公司法定代表人为缪国栋。 通过天眼查大数据分析，厦门狄耐克智能科技股份有限公司共 ...

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].

证券代码：300884 证券简称：狄耐克 公告编号：2025-030 厦门狄耐克智能科技股份有限公司 关于高级管理人员股份减持计划实施完成的公告 公司高级管理人员黄发扬先生保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 厦门狄耐克智能科技股份有限公司（以下简称"公司"）于 2025 年 7 月 2 日在巨潮资讯网（http://www.cninfo.com.cn）上披露了《关于公司高级管理人员 减持股份的预披露公告》（公告编号：2025-029）。公司高级管理人员黄发扬先 生持有公司股份 120,000 股，占公司总股本的 0.0473%，占剔除公司回购专用证 券账户持股数量后总股本的 0.0482%，计划自上述公告披露之日起 15 个交易日 后的 3 个月内（窗口期除外）通过集中竞价交易方式减持公司股份不超过 30,000 股，占公司总股本的比例不超过 0.0118%，占剔除公司回购专用证券账户持股数 量后总股本的比例不超过 0.0121%。 近日，公司收到高级管理人员黄发扬先生出具的《关于股份减持计划实 ...

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]

Industry Insights - Shanghai YanSi Brain-like AI Research Institute collaborates with Huashan Hospital to achieve breakthroughs in brain-computer interface technology, enabling real-time display of intended Chinese phrases from patients with implanted electrodes [1] - Brain-computer interfaces are recognized as a frontier technology with vast applications in healthcare, wellness, and education, with 2025 anticipated as a pivotal year for the industry [1] - The global market for brain-computer interfaces is projected to grow by approximately $10 billion over the next decade, with China's market rapidly catching up, potentially exceeding a trillion yuan in comprehensive industry scale [1] Company Developments - Dineike focuses on the brainwave interaction sector, particularly in sleep health, cognitive rehabilitation, and concentration enhancement, with initial production of smart sleep devices and brainwave monitoring instruments underway [2] - Innovation Medical has stakes in Boling Brain Machine, a tech company centered on brain-computer interface technology and high-end medical devices, and in Quan Diagnostic, which specializes in AI medical product development and sales [2]

Group 1 - The first "Brain-Machine Intelligence and Brain Health Innovation Development and Application Forum" successfully concluded, marking a new stage of deep integration between industry, academia, and medicine in the field of brain-machine interface technology [1] - The forum highlighted the significance of brain-machine interfaces as a core area for cultivating new economic momentum and enhancing international competitiveness, supported by national strategic initiatives [2] - Experts discussed breakthroughs in brain-machine interface technology, emphasizing its applications in medical rehabilitation and cognitive enhancement, which are expected to lead to significant advancements in human cognition [2][3] Group 2 - The company Dineike announced its strategic focus on brainwave interaction technology, targeting three key areas: sleep health, focus enhancement, and cognitive rehabilitation, with plans to implement a closed-loop system for monitoring and intervention [3] - Dineike's chairman emphasized the company's capabilities in research and development, multi-scenario adaptation, and advanced manufacturing systems, which will facilitate the expansion and commercialization of brainwave interaction technology [3][4] - The national emphasis on brain-machine interaction technology provides a broad development space for technology companies like Dineike, which aims to foster an open and collaborative industrial ecosystem while creating social value [4]

Investment Rating - The investment rating for the computer industry is optimistic (maintained) [1] Core Insights - The brain-computer interface (BCI) market has significant potential, with global medical applications expected to reach $40 billion by 2030 and $145 billion by 2040 [5][36] - The technology is maturing, with companies like Neuralink receiving FDA approval for human trials, indicating a shift from concept to practical application [6][8] - Policy support is increasing, with various regions in China implementing plans to accelerate the commercialization of BCI technologies [7][45] Summary by Sections 1. Brain-Computer Interface: Continuous Breakthrough - BCI creates a communication channel between the brain and external devices, enabling direct information exchange [17] - The global BCI market was valued at $2.35 billion in 2023, with a projected CAGR of 16.55% from 2023 to 2033 [35] 2. Policy and Technology Resonance: Bright Commercial Prospects for BCI 2.1 Policy: BCI Medical Pricing Implementation Accelerates Commercialization - Major countries are investing in BCI research, with the U.S. and EU leading in funding and project initiatives [41][44] - China's government has issued multiple directives to guide BCI development, including the establishment of independent pricing for BCI services [45][46] 2.2 Technology: Positive Progress in Clinical Trials, Approaching Industrialization - The BCI system faces numerous technical barriers, particularly in balancing performance and commercial viability [48] - China's BCI sector is rapidly advancing, with increasing publications and patents in the field [51][52] 3. Beneficiary Companies 3.1 Neuralink: Pioneer in Invasive BCI Technology - Neuralink is leading in invasive BCI technology, having initiated human trials and planning further patient implants [55][66] 3.2 Strong Brain Technology: Leader in Non-Invasive BCI - Strong Brain Technology focuses on non-invasive BCI solutions, having developed multiple products and secured significant funding [67][69] 3.3 Rock Mountain Technology: Forward-Looking Layout of Brainwave Large Models - Rock Mountain Technology is developing brainwave large models to enhance human-computer interaction systems [80]

证券代码：300884 证券简称：狄耐克 公告编号：2025-029 厦门狄耐克智能科技股份有限公司 公司于近日收到高级管理人员黄发扬先生出具的《股份减持计划告知函》， 现将相关情况公告如下： 一、股东的基本情况 | 股东名称 | 职务 | 持有公司股 | 占公司总股本 | 占剔除回购专用证券账户 | | --- | --- | --- | --- | --- | | | | 份数量（股） | 比例 | 持股数量后总股本比例 | | 黄发扬 | 副总经理 | 120,000 | 0.0473% | 0.0482% | 二、本次减持计划的主要内容 （一）减持计划 关于公司高级管理人员减持股份的预披露公告 公司高级管理人员黄发扬先生保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 厦门狄耐克智能科技股份有限公司（以下简称"公司"或"本公司"）高级 管理人员黄发扬先生持有公司股份 120,000 股，占公司总股本的 0.0473%，占剔 除公司回购专用证券账户持股数量后总股本的 0.0482%，计划自本 ...

Core Insights - Dr. Peng Junren from Dineike's Brain-Computer Interface (BCI) division published a paper in the "Annals of the New York Academy of Sciences" discussing a new approach to shared autonomy between human electroencephalography and TD3 deep reinforcement learning [1] - The study indicates that approximately 15%-30% of users are unable to effectively operate traditional BCI systems due to physiological differences, highlighting a gap in current technology that only measures internal brain activity without considering environmental factors [1] - Dineike's BCI division proposes an active BCI co-control scheme based on deep reinforcement learning, aiming to provide a new paradigm for the universal application of BCIs through collaborative decision-making between humans and AI agents [1] - The next steps for Dineike involve focusing on breakthroughs in core technologies related to brainwave interaction and the industrialization of these technologies, moving from laboratory research to practical applications [1]

Market Overview - The A-share market experienced an overall increase on May 29, with the Shanghai Composite Index closing at 3363.45 points, up 0.7%, the Shenzhen Component Index at 10127.2 points, up 1.24%, and the ChiNext Index at 2012.55 points, up 1.37%. The North Star 50 Index rose by 2.73%. Total trading volume reached 12136.01 billion yuan, an increase of 1795.28 billion yuan compared to the previous trading day [1]. Capital Flow - The net inflow of main funds in the A-share market was 74.33 billion yuan, with an opening net outflow of 19.58 billion yuan and a closing net inflow of 23.89 billion yuan [2]. - The net inflow for the CSI 300 was 12.91 billion yuan, while the ChiNext saw a net inflow of 42.65 billion yuan, and the STAR Market experienced a net outflow of 17.3 billion yuan [4]. Sector Performance - Among the 23 sectors, the computer industry led with a net inflow of 191.73 billion yuan, followed by the electronics sector with 124.39 billion yuan, and the pharmaceutical and biological sector with 112.04 billion yuan. The non-bank financial sector saw a net inflow of 47.51 billion yuan, while the communication sector had 34.87 billion yuan [6][7]. - The sectors with the largest net outflows included food and beverage with -21.56 billion yuan, basic chemicals with -12.02 billion yuan, and banking with -8.89 billion yuan [7]. Individual Stock Activity - The stock with the highest net inflow was Shanzhi Gaoke, with 7.11 billion yuan [8]. - Institutional investors showed significant interest in several stocks, with Wangzi New Materials receiving a net buy of 41.11 million yuan, and Sifang Precision receiving 36.17 million yuan [11][12]. Institutional Focus - Recent institutional ratings highlighted several stocks, including Huichuan Technology with a target price of 73.00 yuan, indicating an upside potential of 8.83%, and Longying Precision with a target price of 24.70 yuan, suggesting a 19.73% upside [14].