截至2025年一季报，共有1家机构持仓三博脑科，其中基金1家，合计持股数53.59万股，持股市值0.28亿 元。 7月31日，三博脑科今日收盘50.08元，上涨3.58%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到93.87倍，总市值103.16亿元。 从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均48.19倍，行业中值59.42倍，三博脑科排 名第37位。 三博脑科医院管理集团股份有限公司的主营业务是临床医疗服务。公司的主要产品是医疗服务、药品、 供应链、其他业务。 最新一期业绩显示，2025年一季报，公司实现营业收入3.93亿元，同比16.78%；净利润3831.36万元， 同比14.56%，销售毛利率26.44%。 来源：金融界 序号股票简称PE(TTM)PE(静)市净率总市值(元)13三博脑科93.8798.224.41103.16亿行业平均 48.1960.404.23199.54亿行业中值59.4265.523.2467.81亿1药明康德20.0829.264.622765.08亿2康龙化成 29.6030.843.94553.02亿3爱尔眼科32.3333.705.49 ...

格隆汇7月31日丨三博脑科(301293.SZ)于投资者互动平台表示，公司部分院区部分科室有运用到AI智能 化产品和技术，一定程度上可以提高医疗服务质量和效率，但对公司业绩不会产生重大影响。 ...

Core Viewpoint - Sanbo Brain Science's stock price increased to 50.08 yuan as of July 31, 2025, reflecting a rise of 1.73 yuan from the previous trading day, indicating positive market sentiment towards the company [1]. Company Overview - Sanbo Brain Science specializes in the medical services sector focused on neurosurgery, providing diagnosis, treatment, and rehabilitation services for brain diseases [1]. - The company operates medical institutions in Beijing and covers niche areas such as precision medicine [1]. Market Activity - On July 31, the stock experienced a rapid rebound, with a price increase of over 2% within a 5-minute window from 14:45 to 14:50 [1]. - The trading volume for the day was 145,676 hands, with a total transaction amount reaching 719 million yuan [1]. - There was a net inflow of 27.91 million yuan from major funds on that day, suggesting strong investor interest [1].

Core Viewpoint - The news highlights a significant rise in brain-computer interface (BCI) concept stocks, driven by new pricing mechanisms introduced by the National Healthcare Security Administration (NHSA) to support innovation in pharmaceuticals and medical devices [1] Group 1: Market Reaction - BCI-related stocks such as Innovation Medical are nearing their daily limit up, with other companies like Aipeng Medical, Sanbo Brain Science, Entropy Technology, Qisheng Technology, and Yanshan Technology also experiencing gains [1] Group 2: Policy Changes - The NHSA has established a new pricing mechanism for newly launched drugs, adding over 100 pricing items related to new medical technologies [1] - Specific pricing items for the nervous system have been introduced, including "BCI implantation fees" and "BCI adaptation fees," which will facilitate rapid clinical application and charging once BCI technology is approved for clinical use [1] - Guidelines for ear, nose, and throat (ENT) procedures now include pricing for "cochlear implant fees" and "speech device installation fees," encouraging medical institutions to assist more patients in communication [1] - Pricing items for radiation therapy have been standardized, including "proton therapy" and "heavy ion therapy," promoting the clinical application of advanced medical equipment [1]

消息面上，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。神经系统类立项指南统一设立"脑机接口置入费""脑机接口适配费"等 价格项目，脑机接口技术成熟获批进入临床后，可快速进入临床应用并收费。耳鼻喉类立项指南统一设 立"人工耳蜗植入费""发音装置安装费"等价格项目，鼓励医疗机构帮助更多患者"听得见、说得出"。放 射治疗类立项指南统一设立"质子放疗""重离子放疗"等价格项目，促进高端医疗设备的临床转化应用。 与此同时，为鼓励药品研发创新，国家医保局还制定了新上市药品首发价格机制。 格隆汇7月31日｜脑机接口概念股拉升，其中，创新医疗逼近涨停，爱朋医疗、三博脑科、熵基科技、 麒盛科技、岩山科技等跟涨。 ...

A股脑机接口概念尾盘异动拉升，爱朋医疗涨超8%，创新医疗、优刻得-W、三博脑科等跟涨。消息面 上，据央视新闻报道，国家医保局支持脑机接口等新技术进入临床并收费。 ...

序号股票简称PE(TTM)PE(静)市净率总市值(元)13三博脑科90.6294.824.2699.59亿行业平均 48.1561.164.30202.33亿行业中值61.3466.033.1865.82亿1药明康德20.6230.044.742839.19亿2康龙化成 30.6331.914.08572.22亿3爱尔眼科33.1134.515.621227.22亿4诺禾致源33.5534.662.6968.22亿5普蕊斯 36.1530.952.7932.94亿6华康洁净36.4152.462.0335.05亿7诺思格39.5940.453.0456.71亿8通策医疗 40.6241.494.94208.03亿9华厦眼科40.8140.212.92172.37亿10凯莱英41.3643.312.39410.97亿11阳光诺和 46.3235.056.0462.18亿12万邦医药47.6937.742.1632.28亿 来源：金融界 股东方面，截至2025年3月31日，三博脑科股东户数37673户，较上次增加3257户，户均持股市值35.28 万元，户均持股数量2.76万股。 三博脑科医院管理集团股份有限公司 ...

资金流向方面，今日主力资金净流出4095.19万元，占比成交额12.15%。其中，超大单净流出1606.36万 元、占成交额4.77%，大单净流出2488.83万元、占成交额7.38%，中单净流出流出1186.35万元、占成交 额3.52%，小单净流入5281.54万元、占成交额15.67%。 三博脑科最新一期业绩显示，截至2025一季报，公司营业总收入3.93亿元、同比增长16.78%，归属净利 润3831.36万元，同比增长14.56%，扣非净利润3860.63万元，同比增长19.40%，流动比率1.879、速动比 率1.767、资产负债率25.59%。 天眼查商业履历信息显示，三博脑科医院管理集团股份有限公司，成立于2003年，位于北京市，是一家 以从事卫生为主的企业。企业注册资本20598.6987万人民币，实缴资本20598.6987万人民币。公司法定 代表人为张阳。 通过天眼查大数据分析，三博脑科医院管理集团股份有限公司共对外投资了12家企业，参与招投标项目 2次，知识产权方面有商标信息33条，此外企业还拥有行政许可3个。 来源：金融界 金融界消息 截至2025年7月29日收盘，三博脑科（3012 ...

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]

从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均48.04倍，行业中值58.89倍，三博脑科排 名第37位。 最新一期业绩显示，2025年一季报，公司实现营业收入3.93亿元，同比16.78%；净利润3831.36万元， 同比14.56%，销售毛利率26.44%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13三博脑科91.7195.964.31100.79亿行业平均 48.0458.954.14194.93亿行业中值58.8965.713.2364.41亿1药明康德23.5427.854.392631.53亿2康龙化成 29.3530.583.91548.40亿3爱尔眼科32.8334.225.571216.96亿4诺禾致源33.3234.432.6867.76亿5普蕊斯 36.4831.242.8233.25亿6诺思格37.2138.012.8653.30亿7通策医疗40.1340.994.88205.53亿8华厦眼科 40.4739.882.90170.94亿9华康洁净40.4742.361.6328.30亿10凯莱英42.8344.852.48425.57亿11万邦医药 46.613 ...