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脑机接口概念股持续上演涨停潮:关注该板块低位潜力品种
Xin Lang Cai Jing· 2026-01-06 12:26
Group 1 - The brain-computer interface (BCI) concept stocks have experienced a surge, with 20 stocks hitting the daily limit up for two consecutive days, indicating strong market interest in companies involved in this sector [2][19][21] - The Shanghai Composite Index has reached a ten-year high, marking the 13th consecutive trading day of gains, suggesting a new upward trend in the A-share market [20][21] - Notable BCI stocks that have hit the daily limit include Innovation Medical, Rock Mountain Technology, Sanbo Brain Science, and others, reflecting the growing popularity of this sector [20][21] Group 2 - The Sai Ling International Investment Fund (Shanghai) has invested in several leading companies in the BCI field, including Shanghai Brain Tiger Technology, Beijing Pinchi Medical, and Beijing Brain Land Technology, indicating a strong focus on top-tier technology in this industry [22][31] - Shanghai Brain Tiger Technology is recognized as a leader in the invasive BCI sector, having developed a unique high-throughput flexible BCI technology and achieved significant clinical milestones [24][28] - Beijing Pinchi Medical specializes in invasive BCI technology and has developed a rechargeable directional Bluetooth perceivable brain pacemaker, which has been recognized as one of the top innovations in the BCI field [29][12] Group 3 - Beijing Brain Land Technology is the first company to focus on consumer-grade BCIs, with a strong emphasis on non-invasive BCI research and development, and has received multiple patents for its products [14][32] - Huake Precision (Beijing) Medical Equipment Co., Ltd. is a high-tech enterprise in the neurosurgery field, focusing on the development of medical electrodes and BCI technology, with several medical device registrations [33][16] - Beijing Mind Ark Technology Development Co., Ltd. has developed a near-infrared brain function imaging system, showcasing significant technological advantages in various applications, including mental health and brain-machine interfaces [34][17]
三博脑科(301293.SZ):不涉及脑机接口产品的研发、生产及销售
Ge Long Hui A P P· 2026-01-06 12:00
格隆汇1月6日丨三博脑科(301293.SZ)公布股票交易异常波动公告,公司是以神经专科为特色的医疗服 务集团,下属院区主要为患者提供以高精尖神经外科为主的综合医疗服务。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,敬请注意投资风险。 ...
三博脑科澄清无脑机接口业务,神经调控收入占比低
Jin Rong Jie· 2026-01-06 11:25
三博脑科于1月6日晚间发布股票交易异常波动公告。公司在公告中表示,其是以神经专科为特色的医疗 服务集团,下属院区主要为患者提供以高精尖神经外科为主的综合医疗服务。 该公司在公告中明确澄清,其目前不涉及脑机接口产品的研发、生产及销售业务。同时,公司指出,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。 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 本文源自:市场资讯 作者:观察君 近期,脑机接口领域动态频发。美国企业家埃隆·马斯克于2025年12月31日通过社交平台发布消息,称 其旗下Neuralink计划于2026年启动脑机接口设备"大规模生产",并推进几乎完全自动化的手术方案。此 外,由OpenAI首席执行官Sam Altman联合创立的脑机接口初创公司Merge Labs宣布将分拆为独立实 体,主攻基于超声波的非侵入式脑信号读取技术。 ...
万亿蓝海!脑机接口概念继续发酵,医疗ETF(512170)暴涨5.29%后再涨逾1%!三博脑科、美好医疗20CM连板
Xin Lang Cai Jing· 2026-01-06 11:22
Core Viewpoint - The medical sector is experiencing significant activity, particularly driven by advancements in brain-computer interface (BCI) technology, which is attracting investor interest and leading to substantial market movements in related stocks and ETFs [3][10][11]. Market Performance - On January 6, 2026, the largest medical ETF (512170) saw a recovery, closing up 1.12% with a total trading volume of 1.017 billion yuan, marking two consecutive days of trading over 1 billion yuan [1][8]. - The ETF's index, which includes 12 related concept stocks, has a combined weight exceeding 36%, indicating strong sector representation [11][13]. Stock Highlights - Brain-computer interface stocks, such as Sanbo Brain Science and Meihua Medical, reached their daily limit up, while stocks like Yingke Medical and Hejing Biological experienced declines [1][8]. - The BCI sector is expected to see increased valuations for related listed companies, potentially boosting market financing and capital development [3][10]. Technological Advancements - A recent breakthrough in BCI technology was reported by Fudan University Huashan Hospital, which successfully completed the first clinical trial of a fully implanted, wireless, and functional BCI product [3][10]. - The BCI technology is positioned as a key area of investment, with potential applications in disease treatment and long-term enhancements for humans, opening up a market space worth trillions [10][11]. Investment Insights - According to CITIC Construction Investment, the current valuation of the medical index is 34.28 times, which is below the 70% threshold of the past decade, suggesting a favorable investment opportunity [4][11]. - The medical ETF (512170) is recognized as an efficient tool for accessing core medical assets, with a total size exceeding 26.4 billion yuan, making it the largest medical ETF in the market [6][13].
两连板三博脑科称目前不涉及脑机接口产品的研发、生产及销售
Bei Jing Shang Bao· 2026-01-06 11:21
交易行情显示,三博脑科于1月5日—6日连续两个交易日涨停,截至1月6日收盘,三博脑科报84.94元/ 股,涨幅为20.01%。 三博脑科表示,公司是以神经专科为特色的医疗服务集团,下属院区主要为患者提供以高精尖神经外科 为主的综合医疗服务。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。 北京商报讯(记者 丁宁)1月6日晚间,连续两个交易日涨停的三博脑科(301293)发布公告称,公司 股票于1月5日、1月6日,连续2个交易日内日收盘价格涨幅偏离值累计超过30%,根据《深圳证券交易 所交易规则》的规定,属于股票交易异常波动的情形。 ...
2连板三博脑科:目前不涉及脑机接口产品的研发、生产及销售
Sou Hu Cai Jing· 2026-01-06 11:20
(本文来自第一财经) 三博脑科发布异动公告称,公司股票连续2个交易日内日收盘价格涨幅偏离值累计超过30%,属于股票 交易异常波动的情形。公司是以神经专科为特色的医疗服务集团,下属院区主要为患者提供以高精尖神 经外科为主的综合医疗服务。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,敬请注意投资风险。 ...
【研选行业】AI驱动+海外限制再收紧,国内晶圆厂加速“国产替代”,这些设备厂商核心受益
第一财经· 2026-01-06 11:06
Group 1 - The core viewpoint of the article emphasizes the importance of timely and relevant research reports in identifying investment opportunities, particularly in emerging fields like brain-computer interfaces [1] - Neuralink, led by Elon Musk, is set to begin large-scale production of brain-computer interface devices in 2026, marking a significant milestone in the integration of life sciences and information technology [1] - The brain-computer interface sector is experiencing rapid technological advancements and policy support, with expectations for commercialization to expand into AI applications and robotics by 2026 [1] Group 2 - The article highlights five key focus areas for investment as the humanoid robot sector approaches critical production milestones, with supply chains becoming more consolidated [2] - The AI wave is driving significant increases in storage prices, with DRAM prices soaring by 171.8%, while domestic wafer manufacturers are accelerating "domestic substitution" in response to tightening overseas restrictions [2] - New policies in Guangdong are encouraging insurance capital to enter the market, providing a dual boost to insurance stocks through asset and liability management [2] - A major state-owned enterprise has invested 1 billion in Thunderbird Innovation, signaling an imminent explosion in the AI glasses sector [2]
三博脑科(301293.SZ):目前不涉及脑机接口产品相关业务
智通财经网· 2026-01-06 10:51
智通财经APP讯,三博脑科(301293.SZ)公告称,公司股票于2026年1月5日、1月6日,连续2个交易日内 日收盘价格涨幅偏离值累计超过30%,属于股票交易异常波动的情形。公司是以神经专科为特色的医疗 服务集团,下属院区主要为患者提供以高精尖神经外科为主的综合医疗服务。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。 ...
三博脑科:公司目前不涉及脑机接口产品的研发、生产及销售
Xin Lang Cai Jing· 2026-01-06 10:50
三博脑科股票交易异常波动公告,公司是以神经专科为特色的医疗服务集团,下属院区主要为患者提供 以高精尖神经外科为主的综合医疗服务。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,敬请注意投资风险。 ...
三博脑科:股票交易异常波动
南财智讯1月6日电,三博脑科公告,公司股票于2026年1月5日、1月6日连续2个交易日内日收盘价格涨 幅偏离值累计超过30%,根据深圳证券交易所交易规则,属于股票交易异常波动的情形。针对上述情 况,公司通过函询及通讯方式向控股股东、实际控制人进行了核实,确认前期披露的信息不存在需要更 正或补充之处;近期公共传媒未报道与公司相关且市场关注度较高的信息;公司经营情况及内外部经营 环境未发生重大变化;公司、控股股东和实际控制人不存在应披露而未披露的重大事项,也未在筹划相 关重大事项;股票异常波动期间,控股股东及实际控制人未买卖公司股票。公司董事会确认,目前没有 任何应予以披露而未披露的事项,亦未获悉可能对公司股票交易价格产生较大影响的信息。公司同时提 示,目前正在进行2025年年度财务核算,若触及业绩预告披露标准将按规定及时披露;公司不涉及脑机 接口产品的研发、生产及销售,神经调控技术相关收入占比较小,对公司业绩基本无影响,请投资者注 意投资风险。 ...