Group 1 - The brain-computer interface sector opened high, with Innovation Medical (002173) hitting the limit-up price at the opening [1] - Sanbo Brain Science (301293), Jihua Group (601718), Zhongke Information (300678), and Xiangyu Medical also experienced upward movement [1]

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。 ...

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。 8月7日，三博脑科今日收盘54.59元，上涨5.12%，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102.32倍，创96天以来新低，总市值112.45亿元。 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46.96倍，行业中值57.43倍，三博脑科排 名第38位。 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。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13三博脑科102.32107.064.81112.45亿行业平均 46.9658.894.14193.90亿行业中值57.4363.203.3068.87亿1药明康德19.0227.724.372619.75亿2康龙化成 27.5128.663.66513.90亿3爱尔眼科32.3833.755.501200.18亿4诺禾致源33.3834.502.6867.88亿5普蕊斯 33.6028.762.5930.61亿6华康洁净35.0750.531 ...

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。 ...

三博脑科医院管理集团股份有限公司 投资者关系活动记录表 编号：2025-003 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | ☑现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 中信证券：沈睦均、张斌斌 | | | 东北证券：叶菁汇添富基金：毕宇倩 | | | 宝盈基金：杨明隽华宝基金：魏扬帆 | | | 长盛基金：黄施齐朱雀基金：徐睿潇 | | 人员姓名 | 华泰资管：朱新彦时真基金：张若昳 | | | 华创证券：孙芊荟招商证券：张语馨 | | | 国海证券：李明云能资本：张子帅 | | 时间 | 2025年8月5日14:00-16:00 | | 地点 | 云南省昆明市官渡区季宏路1790号昆明三博脑科医院2层会议室 | | | 副总经理、董事会秘书：胡卫卫 | | | 独立董事：蔡江南、张雅萍、杨争媛 | | 上市公司接待人 | 昆明三博副院长：卜风雷 | | 员姓名 | 昆明三博副院长、心脏中心主任、心外科主任：王忠明 | | | 证券事务 ...

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]