Group 1 - The stock of Sanbo Brain Science increased by 10.45% today [1] - The trading volume reached 6.862 billion yuan, with a turnover rate of 46.31% [1] - Data from the post-market dragon and tiger list indicates that the Shenzhen Stock Connect special seat bought 341 million yuan and sold 165 million yuan, resulting in a net purchase of 266 million yuan by four institutional special seats [1]

2026年A股开门红，脑机接口相关概念股均迎来暴涨。 自1月5日开始，三博脑科（301293）、翔宇医疗、美好医疗（301363）、伟思医疗、诚益通（300430） 等股票连续多个交易日出现20%涨停，冠昊生物（300238）、塞力医疗（603716）、创新医疗 （002173）、南京熊猫（600775）、岩山科技（002195）等也都连续10%涨停。截至1月7日记者发稿， 脑机接口板块依然涨停不断。 多重利好消息传来 消息面上，埃隆.马斯克近日表示，旗下脑机接口公司Neuralink将于2026年开始大规模生产脑机接口设 备，并将同步推进流程高度精简、几乎完全自动化的外科手术方案。这一表态更是引发脑机接口相关概 念股热度快速攀升。有消息称，量产后，脑机单台植入手术的成本将从百万美元降至10万美元以内，全 自动化落地后有望进一步下探至5万美元区间，为日后脑机接口设备的大规模商业化埋下伏笔。 国内政策层面，2025年7月，工业和信息化部、国家发展改革委、教育部、国家卫生健康委、国务院国 资委、中国科学院、国家药监局七部门联合印发《关于推动脑机接口产业创新发展的实施意见》（以下 简称《意见》），首次系统性地明确了 ...

1月7日，三博脑科（301293.SZ）断板，早盘涨幅一度收窄近2%，随后强势拉升，维持震荡走势，截至 午间收盘，报94.57元/股，涨11.34%，成交额为57.3亿元，总市值为195亿元。 消息面上，1月6日晚，三博脑科发布异动公告，称公司目前不涉及脑机接口产品的研发、生产及销售， 神经调控技术带来的收入占公司营业收入比重很小，对公司业绩基本没有影响。 此前，受脑机接口设备量产等消息刺激，脑机接口板块掀起涨停潮。作为脑机接口概念股，三博脑科在 1月5日、1月6日均收获20cm涨停。期间，21财经《辟谣财知道》注意到，有网络帖文称其为"国内唯一 获批脑机接口临床植入许可的民营医院集团，累计完成300例脑机手术"，相关帖文被AI抓取到券商软件 的个股涨停分析后广泛传播。 对此，21财经·南财快讯记者以投资者身份致电三博脑科，接线工作人员回应称，已关注到相关帖文， 对于"国内唯一获批脑机接口临床植入许可的民营医院集团"这一说法，"据我这边了解应该不是，这些 信息应该是好多个东西杂糅在一起的"；而对于"完成300例脑机手术"，该工作人员澄清，"这个是假消 息"。 值得注意的是，前述澄清并不意味着三博脑科就脱离了脑 ...

南方财经1月7日电，三博脑科（301293.SZ）断板，早盘涨幅一度收窄近2%，随后强势拉升，维持震荡 走势。作为脑机接口概念股，三博脑科在1月5日、1月6日均收获20cm涨停。期间，21财经《辟谣财知 道》注意到，有网络帖文称其为"国内唯一获批脑机接口临床植入许可的民营医院集团，累计完成300例 脑机手术"，相关帖文被AI抓取到券商软件的个股涨停分析后广泛传播。21财经·南财快讯记者以投资者 身份致电三博脑科，接线工作人员回应称，已关注到相关帖文，对于"国内唯一获批脑机接口临床植入 许可的民营医院集团"这一说法，"据我这边了解应该不是，这些信息应该是好多个东西杂糅在一起 的"；而对于"完成300例脑机手术"，该工作人员澄清，"这个是假消息"。查看原文：已完成300例脑机 接口手术？三博脑科回应刚刚 ...

三博脑科 20260106 摘要 三博脑科前三季度净利润同比下降 20%，主要受去年同期非经常性利润 增加及新院区运营成本上升影响，但预计全年仍能完成年初目标。昆明 和西安新院区分别于 2025 年二季度和 9 月开业，虽初期受医保政策影 响收入有限，但运营情况乐观，为未来发展奠定基础。 三博脑科积极布局脑机接口技术，将其视为未来产业方向，并坚持医教 研一体化发展。公司通过临床需求端探索新技术产品，与清华大学联合 成立实验室，设立基金，投资 AI 脑电分析和柔性电极项目，推动技术与 产业结合。 三博脑科神经系统疾病治疗主要包括急诊创伤、功能神经疾病、颅脑肿 瘤和慢性病，占比分别为 20%、30%、50%。公司通过早期产品开发、 中期投资与股权合作、后期产品应用形成全链条布局，推动技术品牌与 业务产业协同。 面对民营医院的经营压力，三博脑科凭借完善的管理体系和技术品牌优 势，专注于神经外科为主的医疗服务，并优化新开院区运营，力求扭亏 为盈。脑机接口手术作为高风险四级手术，定价参照神经外科标准，耗 材费用另计，短期内允许自主定价。 Q&A 请介绍一下三博脑科在 2025 年度的经营情况以及业绩表现。 2025 年 ...

Core Insights - The brain-computer interface (BCI) sector is experiencing significant growth, highlighted by the recent completion of approximately 2 billion yuan financing by Qiangnao Technology, marking it as the second-largest financing in the field globally, after Neuralink [1][2] Industry Overview - The BCI sector has become the hottest investment track in the A-share market since the beginning of 2026, with multiple stocks such as Innovation Medical, Aipeng Medical, and Xiangyu Medical achieving consecutive trading limits [1] - The industry is currently driven by both policy support and technological breakthroughs, with expectations for Neuralink's large-scale production and automated surgical solutions marking a transition from clinical validation to commercial viability [3] Company Highlights - Qiangnao Technology, founded in February 2015, focuses on non-invasive BCI technology and has received FDA and CE certifications, making it one of the largest investors in BCI R&D globally [2] - The company has launched several products, including smart bionic limbs and brain-machine intelligent sleep devices, and has been recognized by TIME magazine as one of the best inventions of the year [2] Recent Developments - On January 6, multiple BCI stocks, including Sanbo Brain Science and Maillande, issued announcements regarding abnormal trading fluctuations, warning investors of potential risks [4][5][6] - Sanbo Brain Science, while experiencing significant stock price increases, clarified that it does not engage in BCI product development, and its revenue from neuro-regulation technology is minimal [4] - Maillande and Xiangyu Medical also reported that their BCI products are still in the R&D phase and have not yet achieved significant sales impact [5][6]

数据宝统计，截至09:54，三博脑科成交额42.41亿元，创上市以来新高。最新股价上涨10.67%，换手率 29.22%。上一交易日该股全天成交额为3.02亿元。（数据宝） （文章来源：证券时报网） ...

两融数据显示，该股最新（1月6日）两融余额为5.47亿元，其中，融资余额为5.45亿元，近10日减少 1265.59万元，环比下降2.27%。 公司发布的三季报数据显示，前三季度公司共实现营业收入12.73亿元，同比增长20.26%，实现净利润 8362.82万元，同比下降20.01%，基本每股收益为0.4100元，加权平均净资产收益率3.59%。（数据宝） （文章来源：证券时报网） 三博脑科股价创出历史新高，截至9:56，该股上涨13.00%，股价报95.98元，成交量4832.68万股，成交 金额43.63亿元，换手率30.03%，该股最新A股总市值达197.71亿元，该股A股流通市值154.48亿元。 证券时报·数据宝统计显示，三博脑科所属的医药生物行业，目前整体涨幅为0.69%，行业内，目前股价 上涨的有239只，涨停的有必贝特-U、嘉事堂等4只。股价下跌的有234只，跌幅居前的有锦好医疗、百 花医药、麦澜德等，跌幅分别为13.04%、9.97%、9.56%。 ...

Group 1 - The brain-computer interface sector opened high again, indicating strong investor interest and market momentum [1] - Companies such as Beiyikang and Meihao Medical reached new highs, reflecting positive performance and growth potential [1] - Innovative Medical, Nanjing Panda, and Yanshan Technology achieved three consecutive trading limit ups, showcasing significant market enthusiasm [1] Group 2 - Sanbo Brain Science and Daoshi Technology also experienced upward movement, indicating a broader trend of growth within the sector [1]

Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant growth and investment, highlighted by the recent 2 billion yuan financing of Qiangnao Technology, marking it as the second-largest financing in the field after Neuralink [3][4]. Group 1: Investment and Market Dynamics - Qiangnao Technology, part of the "Hangzhou Six Little Dragons," has completed approximately 2 billion yuan in financing, positioning itself as a major player in the BCI market [3][4]. - The BCI sector has become the hottest investment track in A-shares since the beginning of 2026, with multiple stocks like Innovation Medical, Aipeng Medical, and Xiangyu Medical achieving consecutive trading limit increases [3]. - The market is witnessing a surge in interest, with several BCI-related stocks announcing abnormal trading fluctuations, prompting warnings about investment risks [7]. Group 2: Company Developments - Qiangnao Technology, founded in 2015, focuses on non-invasive BCI technology and has received FDA and CE certifications, making it one of the largest investors in BCI R&D globally [4][5]. - The company has launched several products, including smart bionic limbs and brain-machine sleep aids, and has been recognized by Time magazine as one of the best inventions of the year [4]. - Qiangnao's investor lineup includes prominent institutions such as IDG and various strategic partners, indicating strong market confidence [4]. Group 3: Industry Trends and Future Outlook - The BCI industry is in a high-growth phase driven by policy support and technological breakthroughs, with expectations for large-scale production and automated surgical solutions from companies like Neuralink [6]. - The transition from clinical validation to commercial scalability is underway, suggesting that BCI technology is moving towards becoming widely accessible products rather than just experimental tools [6]. - Companies like Xiangyu Medical and Weisi Medical are focusing on non-invasive BCI technologies, although they currently have limited revenue contributions from these products [8][9].