证券日报网讯 三博脑科（301293）8月7日在互动平台回答投资者提问时表示，公司与梅奥进行过学术 交流，业务层面暂无合作。 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Sanbo Brain Science, which closed at 54.59 yuan, up 5.12%, with a rolling PE ratio of 102.32, marking a new low in 96 days, and a total market capitalization of 11.245 billion yuan [1] - The average PE ratio for the medical services industry is 46.96, with a median of 57.43, placing Sanbo Brain Science at the 38th position within the industry [1] - As of the first quarter of 2025, only one institution holds shares in Sanbo Brain Science, with a total of 535,900 shares valued at 2.8 million yuan [1] Group 2 - Sanbo Brain Science's main business is clinical medical services, with primary products including medical services, pharmaceuticals, supply chain, and other businesses [1] - The latest performance report for the first quarter of 2025 shows that the company achieved operating revenue of 393 million yuan, a year-on-year increase of 16.78%, and a net profit of 38.3136 million yuan, a year-on-year increase of 14.56%, with a gross profit margin of 26.44% [1] - The PE ratios for Sanbo Brain Science are 102.32 (TTM) and 107.06 (static), with a price-to-book ratio of 4.81 [2]

资金面上看，今日脑机接口概念板块获主力资金净流入4.21亿元，其中，17股获主力资金净流入，6股 主力资金净流入超3000万元，净流入资金居首的是际华集团，今日主力资金净流入3.88亿元，净流入资 金居前的还有创新医疗、汉威科技、三博脑科等，主力资金分别净流入2.26亿元、5017.95万元、 4944.78万元。 截至8月7日收盘，脑机接口概念上涨2.69%，位居概念板块涨幅第2，板块内，27股上涨，际华集团、 创新医疗等涨停，倍益康、翔宇医疗、爱朋医疗等涨幅居前，分别上涨17.75%、11.74%、8.45%。跌幅 居前的有谱尼测试、普利特、均普智能等，分别下跌1.77%、1.75%、1.68%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 稀土永磁 | 3.24 | 减肥药 | -1.70 | | 脑机接口 | 2.69 | CRO概念 | -1.66 | | 高压氧舱 | 2.56 | 创新药 | -1.41 | | 太赫兹 | 1.65 | 仿制药一致性评价 | -1.34 | | 血氧仪 | ...

格隆汇8月7日丨三博脑科(301293.SZ)于投资者互动平台表示，公司与梅奥进行过学术交流，业务层面 暂无合作。 ...

格隆汇8月7日丨三博脑科(301293.SZ)于投资者互动平台表示，公司与梅奥进行过学术交流，业务层面 暂无合作。 ...

Group 1: Sanbo Brain Science (三博脑科) - Sanbo Brain Science has been operating since 2014 and has conducted numerous neurosurgeries, with plans to relocate to a new facility by May 2025, which will include equipment upgrades and the addition of a cardiology department [1] - The company employs a mix of local technical staff, high-end talent, and experienced experts from Beijing, enhancing its operational capabilities [1] - The implementation of DRG payment by medical insurance is positively correlated with the number of patients treated, indicating a potential for revenue growth [1] - The "Ten-Hundred-Thousand" plan aims to increase business through referrals, focusing on brand promotion and awareness [1] - The company is exploring brain-computer interface technology, particularly invasive and semi-invasive applications, and is preparing a brain science innovation fund [1] Group 2: Zhongchong Co., Ltd. (中宠股份) - Zhongchong Co., Ltd. achieved a revenue of 2.432 billion in the first half of 2025, representing a year-on-year growth of 24.32%, with a net profit of 203 million, up 42.56% [2] - The company operates 22 production bases globally, with collaborative operations in North America, and plans to complete a second factory in the U.S. by 2026 [2] - An investment of 100 million in a factory in Mexico, covering 10,000 square meters, focuses on the pet food category [2] - The company's products comply with the USMCA agreement and are not affected by tariff adjustments [2] - The domestic market is expanding, although it remains fragmented, with increasing brand concentration [2] - The WNPY brand is a core strength, enhanced through brand building, product development, and cultural initiatives [2] - The company is committed to building its own brand while accelerating expansion into overseas markets [2]

（编辑 袁冠琳） 证券日报网讯 三博脑科8月6日发布公告，在公司回答调研者提问时表示，公司"十百千"计划项目推进 过程中，通过转诊带来了一定的业务增量，但对公司整体业务规模不会产生重要影响。该项目对公司业 务的赋能主要体现在品牌宣传层面，通过帮扶行动建立了医疗宣传网络，提升了三博脑科的品牌认知 度，使得主动慕名而来的患者数量增加。 ...

Group 1: Hospital Overview - Kunming Sanbo Brain Hospital officially began operations in 2014, performing thousands of neurosurgical procedures, with over 80% classified as level 3 and 4 surgeries [2][3] - The hospital relocated to a new facility in May 2025, significantly upgrading its medical environment and equipment, including the addition of a medical linear accelerator, gamma knife, and hyperbaric oxygen chamber [2][3] Group 2: Medical Equipment and Capabilities - The new hospital features advanced surgical equipment such as DSA hybrid operating rooms, 4K neuroendoscopes, top-tier surgical microscopes, surgical robots, and neuro-navigation systems, enhancing precision in diagnosis and treatment [3] - The hospital has established a multidisciplinary collaboration model focusing on neurosurgery, neurology, cardiology, and rehabilitation, with emergency care and chronic disease management as supporting wings [3] Group 3: Talent Acquisition and Training - Medical personnel are categorized into three groups: local recruits trained in Beijing, high-end talent with equity incentives, and established experts from Beijing stationed locally [4] - The hospital introduced a top cardiac medical team led by Wang Zhongming in January 2025, who has performed over 10,000 heart surgeries with a 99% success rate [4] Group 4: Insurance and Financial Aspects - The hospital operates under DRG (Diagnosis-Related Group) payment systems, where the reimbursement amount is positively correlated with patient volume, without a total cap on insurance payments [5] Group 5: Strategic Initiatives - The "Ten-Hundred-Thousand" plan aims to enhance business through referral networks and support for county-level hospitals, primarily boosting brand recognition rather than significantly impacting overall business scale [6] - The company is exploring brain-machine interface technologies, focusing on invasive and semi-invasive applications, and is preparing to establish a brain science innovation fund for collaborative investments [7] Group 6: Facility Tour and Engagement - Following the Q&A session, participants toured the new hospital facility, examining outpatient services, departments, and advanced medical equipment, which provided a comprehensive understanding of the hospital's operations and future plans [8]

Group 1 - The brain engineering concept experienced significant market activity, with several companies in the sector seeing notable stock price increases [1] - Innovation Medical (002173) reached the daily limit increase, indicating strong investor interest [1] - Xiangyu Medical saw a rise of over 15%, reflecting positive market sentiment towards the brain engineering sector [1] Group 2 - Other companies such as Aipeng Medical (300753), Sanbo Brain Science (301293), and Entropy Technology (301330) also experienced slight increases in their stock prices, contributing to the overall positive trend in the industry [1]

（原标题：突然大爆发，601606股价创新高！这一领域迎利好，主力资金抢筹股出炉） 我国脑机接口正处于由基础研究向临床应用转化的重要阶段。 7月31日，市场全天震荡调整，三大股指午后均跌超1%。算力概念股活跃，英维克、川润股份等多股涨 停。创新药概念延续强势，钢铁、煤炭等周期股集体调整，油气、有色金属等板块跌幅居前。 军工股尾盘爆发，长城军工(601606)涨停再创新高，北方长龙涨17.22%，捷强装备、内蒙一机等个股尾 盘快速上涨。 国家医保局支持脑机接口等新技术进入临床并收费 据央视新闻报道，为支持药品和医疗器械创新发展，国家医保局制定新上市药品首发价格机制，新增了 100多项与医疗新技术相关的价格项目。国家医保局从立项、定价等方面入手，畅通新技术的收费通 道，助力满足临床急需的新技术新产品加快收益回报。 | | | 主力资金净流入额居前的脑机接口概念股一览 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 总市值 (亿元) | 年内涨跌幅 (%) | 7月31日丰力 净流入额 | | 300418 | 昆仑万维 | 450.67 | -6.70 | (亿 ...