Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant growth in the A-share market, with the BCI index reaching a historical high, indicating a promising future for the industry [2][3]. Industry Overview - The BCI technology is seen as a new frontier, with applications in medical fields such as disease warning, diagnosis, treatment, and functional enhancement, as well as in non-medical sectors like consumer and industrial applications [5][6]. - The global market for BCI medical applications is projected to reach $40 billion by 2030 and $145 billion by 2040, highlighting the substantial growth potential in this sector [5]. Company Developments - Several companies, including Sainuo Medical, Guangdian Co., and Shangrong Medical, have seen their stock prices surge, with multiple stocks hitting the daily limit up [3]. - Companies like Lide Man and Botuo Bio have reported significant gains, with Lide Man increasing over 11% and Botuo Bio rising by 10% [3]. - Sanbo Brain Science has completed an interventional BCI trial, showcasing China's innovation capabilities in this field and marking a significant step in treating movement disorders [3]. Strategic Initiatives - Chengyitong has established a dual-track strategy focusing on both invasive and non-invasive BCI technologies, aiming to integrate existing rehabilitation devices with BCI [4]. - Yanshan Technology's subsidiary has developed a brain-computer interface system that has demonstrated excellent performance in clinical trials, indicating advancements in the technology [5]. Policy Support - The Chinese government has been actively promoting the BCI industry through various policies, with multiple regions releasing action plans to accelerate development [6]. - The Ministry of Industry and Information Technology has outlined goals for the BCI sector over the next five years, aiming for breakthroughs in key technologies and the establishment of a robust industrial ecosystem by 2030 [6][7]. Market Challenges and Opportunities - The BCI industry faces challenges in making technology affordable for the general public, with current rehabilitation robots costing around 1 million yuan, which is still considered expensive [7][8]. - The integration of BCI technologies into medical insurance reimbursement lists is seen as a critical step for commercial viability and wider adoption [8].

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].

Group 1 - The core viewpoint of the news is that Sanbo Brain Science has seen a significant increase in its stock price, reaching 57.59 yuan, which is a 5.50% rise, while its rolling PE ratio has dropped to 107.94, marking a new low in 306 days [1] - The total market capitalization of Sanbo Brain Science is 11.863 billion yuan, and it ranks 38th in the medical services industry based on PE ratio, which has an average of 46.98 and a median of 58.58 [1][2] - In terms of capital flow, on August 8, Sanbo Brain Science experienced a net outflow of 328.60 million yuan, with a total outflow of 249.01 million yuan over the past five days [1] Group 2 - The main business of Sanbo Brain Science is clinical medical services, with key products including medical services, pharmaceuticals, and supply chain operations [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating income of 393 million yuan, representing a year-on-year increase of 16.78%, and a net profit of 38.31 million yuan, up 14.56%, with a gross profit margin of 26.44% [1]

截至8月8日午后一小时，主力资金流出前20的股票分别为：中芯国际（-8.56亿元）、东方财富（-7.15 亿元）、长城军工（-5.98亿元）、东方精工（-5.44亿元）、寒武纪-U（-5.31亿元）、天娱数科（-5.31 亿元）、海立股份（-4.86亿元）、拓维信息（-4.56亿元）、昆仑万维（-4.51亿元）、三六零（-4.32亿 元）、汉得信息（-4.27亿元）、鼎捷数智（-3.85亿元）、硕贝德（-3.65亿元）、常山北明（-3.65亿 元）、华胜天成（-3.64亿元）、东信和平（-3.63亿元）、浪潮信息（-3.56亿元）、万兴科技（-3.46亿 元）、用友网络（-3.39亿元）、三博脑科（-3.30亿元）。 作者：金股通 本文源自：金融界 ...

此前，湖北、浙江、江苏等多地对脑机接口相关项目进行具体定价，行业商业化进一步提速。 同时，脑机接口写入医保。 政策大利好刺激，脑机接口今日大涨。 截至目前，际华集团2连板，创新医疗一度涨停，三博脑科、博拓生物涨超9%，乐普医疗涨超8%，倍 益康涨超6%，爱朋医疗涨超4%。 | 代码 名标 | | 现价 · 派唱 | | | --- | --- | --- | --- | | 601718 际华集团 | | 5.28 +10.00% | | | 688273 麦澜德 | | 40.85 | +9.66% | | 301293 | 三博脑科 | | 59.78 +9.51% | | 688767 博拓生物 | | 35.75 | +9.49% | | 300003 乐普医疗 | | | 17.53 +8.54% | | 002173 创新医疗 | | 18.75 | +7.33% | | 870199 倍益康 | | 44.91 | +6.93% | | 300753 爱朋医疗 | | | 35.73 +4.23% | | 002195 | 岩山科技 | 5.95 | +3.48% | | 300884 狄耐克 ...

本报记者 许林艳 8月8日，脑机接口概念股进一步上涨。截至午间收盘，际华集团（601718）涨停，麦澜德涨停超10%， 三博脑科（301293）、乐普医疗（300003）涨超8%，爱朋医疗（300753）、诚益通（300430）等纷纷 跟涨。 福州公孙策公关咨询有限公司合伙人詹军豪表示，目前我国脑机接口技术已取得显著进展，非侵入式技 术在医疗康复等领域实现初步应用，侵入式技术也进入了临床试验阶段。 根据中国电子信息产业发展研究院数据，2024年中国脑机接口市场规模为32亿元，同比增长18.8%；预 计到2027年将达到55.8亿元。 多地均在积极推进脑机接口产业发展。今年年初，北京印发《加快北京市脑机接口创新发展行动方案 （2025-2030年）》，其中提出，到2030年打造1-2个脑机接口产业发展集聚示范区，实现脑机接口创新 产品在医疗、康养、工业、教育等领域的规模化商用。 同期，上海印发《上海市脑机接口未来产业培育行动方案（2025-2030年）》，其中提出2030年前，实 现高质量控脑，脑机接口产品全面实现临床应用，打造全球脑机接口产品创新高地，产业链核心环节实 现自主可控。 政策利好不断，脑机接口产业 ...

Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant growth driven by favorable government policies and technological advancements, with expectations for substantial market expansion in the coming years [1][4]. Group 1: Market Performance - On August 8, stocks related to the brain-computer interface concept surged, with notable gains including Beiyikang at 13% limit up and Sanbo Brain Science at over 11% [1]. - Other companies such as Innovation Medical and Jihua Group also reached their limit up, indicating strong market interest [1]. Group 2: Government Policies - The Ministry of Industry and Information Technology, along with six other departments, issued implementation opinions aimed at promoting innovation in the BCI industry, targeting breakthroughs in key technologies by 2027 [2]. - By 2030, the goal is to establish a reliable industrial system and cultivate globally influential leading enterprises within the BCI sector [2]. Group 3: Industry Insights - The National Medical Insurance Administration has introduced a pricing mechanism for newly launched drugs and medical devices, facilitating the commercialization of new technologies [3]. - Recent reports indicate that the BCI sector is accelerating its commercial transformation, with non-invasive applications in medical rehabilitation and emotional management gaining traction [4]. - The domestic BCI market is expected to expand rapidly, supported by favorable policies and advancements in technology [4].

本文源自：金融界 作者：金股通 截至8月8日开盘一小时，主力资金流出前20的股票分别为：中芯国际（-4.73亿元）、天娱数科（-4.70 亿元）、寒武纪-U（-4.65亿元）、长城军工（-4.28亿元）、东方精工（-4.13亿元）、东方财富（-3.72 亿元）、华胜天成（-3.22亿元）、汉得信息（-3.01亿元）、鼎捷数智（-2.97亿元）、硕贝德（-2.94亿 元）、三博脑科（-2.87亿元）、用友网络（-2.49亿元）、常山北明（-2.40亿元）、东方国信（-2.39亿 元）、万兴科技（-2.39亿元）、赛力斯（-2.34亿元）、利德曼（-2.33亿元）、海立股份（-2.32亿 元）、指南针（-2.22亿元）、拓维信息（-2.19亿元）。 ...

文件提出，到2027年，脑机接口关键技术取得突破，初步建立先进的技术体系、产业体系和标准体系。 8月8日，受利好消息影响，脑机接口概念早盘拉升，截至发稿，倍益康13%涨停，三博脑科涨超11%， 创新医疗、际华集团涨停，麦澜德、爱朋医疗、博拓生物等多股跟涨。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 870199 | 倍益康 | 13.57% | 47.70 | | 301293 | 三博脑科 | 11.69% | 66'09 | | 002173 | 创新医疗 | 10.02% | 19.22 | | 601718 | 际华集团 | 10.00% | 5.28 | | 688273 | 麦澜德 | +9.42% | 40.75 | | 300753 | 爱朋医疗 | +8.63% | 37.24 | | 688767 | 博拓生物 | +8.15% | 35.31 | | 688626 | 翔宇医疗 | +7.63% | 63.60 | | 300003 | 乐普医疗 | +6.56% | 17.21 | | 688680 | 伟思医疗 | +6.3 ...

Group 1 - The brain-computer interface concept stocks have seen a significant increase, with companies like Innovation Medical and Jihua Group reaching their daily limit up [1] - Beikang has risen over 20%, while Sanbo Neuroscience, Aipeng Medical, and Chengyitong have all increased by more than 10% [1]