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]

狄耐克董事长缪国栋表示，在产业战略上，狄耐克既关注医疗健康领域的严格标准，也重视民用市场的 广泛需求，将以医疗领域的高标准自我要求，积极拓展民用市场。未来，狄耐克将继续加速推动这项前 沿技术从实验室走向规模化应用，把科研成果转化为产品。同时，持续加大在脑电波交互技术领域的投 入，联合产业链上下游的力量，打造一个开放、协同的产业生态。 脑机交互不仅能为睡眠健康、专注培优、认知康复等多个领域带来变革，还会在智慧生活、人机协作等 方面产生深远的影响。此次论坛汇聚了国内外顶尖专家和行业翘楚，共同探讨脑机接口技术的最新进展 及创新应用。 本报讯(记者李婷)2025年7月11日，以"脑机智能.赋能心脑健康"为主题的第一届脑机智能与心脑健康创 新发展及应用论坛在厦门大学科学艺术中心圆满举行。本次论坛由福建省人工智能学会、厦门大学信息 学院主办，厦门大学脑认知与智能计算实验室和厦门狄耐克（300884）智能科技股份有限公司(以下简 称"狄耐克")联合承办。 与会领导和专家表示，近年来，在国家高度重视与支持下，脑机接口作为战略性新兴产业，正加速成为 培育经济新动能、提升国际竞争力的重要力量。尽管脑机接口技术仍面临诸多技术挑战， ...

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]

Group 1 - The brain-computer interface concept is gaining initial traction, with companies such as Innovent Medical (002173) and Aipeng Medical (300753) hitting the daily limit up [1] - Other companies like Nanjing Panda (600775), Sanbo Neuroscience (301293), Chengyitong (300430), and Dineike (300884) also opened significantly higher [1] - Overnight, US stocks in the brain regeneration technology sector surged by 283% [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].

证券代码：300884 证券简称：狄耐克 公告编号：2025-028 厦门狄耐克智能科技股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 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。 厦门狄耐克智能科技股份有限公司（以下简称"公司"或"狄耐克"）于 2025年4月28日召开第三届董事会第十八次会议和第三届监事会第十一次会议， 审议通过了《关于使用暂时闲置募集资金及部分自有资金进行现金管理的议案》， 同意公司使用不超过人民币 1.90 亿元（含本数）暂时闲置募集资金进行现金管 理，购买安全性高、流动性好的保本型产品，使用期限自前次闲置募集资金进行 现金管理的授权到期之日起 12 个月内有效，即有效期自 2025 年 5 月 17 日至 2026 年 5 月 16 日。在上述额度及有效期内，资金可循环滚动使用。 公司监事会、保荐机构已发表明确同意的意见。具体内容详见公司 2025 年 4 月 29 日在巨潮资讯网披露的《关于使用暂时闲置募集资金及部分自有资金进 行现金管理的公告》（公告编号：2025-017）。 近日，公司使用暂时闲置募集资金进行现金管理 ...