证券之星消息，9月26日计算机设备板块较上一交易日下跌2.83%，旋极信息领跌。当日上证指数报收于 3828.11，下跌0.65%。深证成指报收于13209.0，下跌1.76%。计算机设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300368 | 汇金股份 | 1.45 Z | 10.19% | -4689.12万 | -3.29% | -9842.60万 | -6.90% | | 300302 | 同有科技 | 3284.94万 | 1.99% | -2007.70万 | -1.21% | -1277.24万 | -0.77% | | 300270 | 中威电子 | 3010.59万 | 5.17% | -1842.42万 | -3.16% | -1168.17万 | -2.01% | | 002177 | 御银股份 | 2569.66万 | 5.39% | 2433.37万 | 5. ...

Core Insights - The company held an earnings briefing on September 19, 2025, to address investor inquiries regarding its business prospects and technological capabilities [1]. Group 1: Market Potential and Business Strategy - The brain-machine interface market is expected to grow significantly over the next three years, supported by technological advancements, demand from an aging population, and policy backing, although the company's future revenue contribution from this segment remains uncertain [2][4]. - The company emphasizes its core technology in multi-modal BioCV (biometric recognition and computer vision) and other advanced technologies, creating a competitive edge through a closed-loop system of technology, research, products, and market [2][3]. Group 2: Financial Performance - For the first half of 2025, the company reported a main revenue of 929 million yuan, a year-on-year increase of 2.9%, and a net profit attributable to shareholders of 93.24 million yuan, up 18.56% [5]. - The company's net profit growth outpaced revenue growth due to an increase in export sales, reduced sales expenses, and lower financial costs from exchange gains [3][5]. Group 3: International Operations and Product Development - 76% of the company's revenue comes from overseas markets, with significant growth in regions such as the Americas, Asia-Pacific, Middle East, and Europe, primarily from smart space technology products and solutions [3][5]. - The company is advancing its brain-machine interface business, focusing on emotion analysis, with a prototype expected to be launched by March 2026 [4].

Group 1: Market Potential and Business Strategy - The brain-machine interface market is expected to grow significantly due to technological advancements, aging population, and policy support, with a focus on sustainable development [2] - The company acknowledges uncertainties regarding future revenue contributions from the brain-machine business and advises investors to consider associated risks [2] - The company aims to deepen the integration of AI and BioCV core technologies to drive product innovation and implement a multi-brand strategy [3] Group 2: Financial Performance - The company's non-GAAP net profit growth rate has significantly outpaced revenue growth, primarily due to increased export ratios leading to higher gross margins and reduced sales expenses [3] - 76% of the company's revenue comes from overseas markets, with notable growth in the Americas, Asia-Pacific, Middle East, and Europe [3] Group 3: Technological Capabilities - The company has developed core technologies in brainwave detection, eye movement analysis, multimodal small model analysis, audio analysis, and facial micro-expression analysis for human-computer interaction [3] - The company is progressing with the development of a brain-machine interface product, focusing on emotion analysis, with a prototype expected by March 2026 [3] Group 4: Acquisition and Expansion Plans - The company is advancing its acquisition of Longzhiyuan and will provide updates through official announcements [3] - The construction of the manufacturing facility in Atlanta, USA, is currently underway [3]

关于开立闲置募集资金现金管理专用结算账户的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 为提高闲置募集资金使用效率，合理利用暂时闲置的募集资金，增加公司投 资收益和股东回报，熵基科技股份有限公司（以下简称"公司"）于 2025 年 9 月 10 日召开第三届董事会第二十次会议和第三届监事会第十九次会议，审议通 过了《关于使用部分暂时闲置募集资金进行现金管理的议案》，同意公司及子公 司使用不超过人民币 80,000 万元（含本数）的部分暂时闲置募集资金（含超募 资金）进行现金管理，该使用额度及授权的有效期自公司董事会审议通过之日起 12 个月内有效，并在上述额度内滚动使用。具体内容详见公司于 2025 年 9 月 10 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于使用部分暂时闲置募 集资金进行现金管理的公告》（公告编号：2025-080）。 一、开立闲置募集资金现金管理专用结算账户的情况 近日，公司新开立了闲置募集资金现金管理专用结算账户，账户具体信息如 下： | 开户银行 | 账户名称 | 账户号码 | | --- | ...

瑞银证券有限责任公司 关于熵基科技股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐机构名称：瑞银证券有限责任公司 | 被保荐公司简称：熵基科技 | | | --- | --- | --- | | 保荐代表人姓名：宫乾 | 联系电话：010 | – 58328888 | | 保荐代表人姓名：蔡志伟 | 联系电话：010 | – 58328888 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0 次 | | 2.督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括但不限 | | | 于防止关联方占用公司资源的制度、募集资金管理 | 是 | | 制度、内控制度、内部审计制度、关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 每月 1 次 | | （2）公司募集资金项目进展是否与信息披露文件一 | 是 ...

证券代码：301330 证券简称：熵基科技 公告编号：2025-082 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参与 本次互动交流，活动时间为 2025 年 9 月 19 日（星期五）15:30-17:00。 届时公司董事长车全宏先生、董事兼总经理金海荣先生、财务总监王友武先 生、副总经理兼董事会秘书郭艳波女士将在线就公司 2025 年半年度业绩、公司 治理、发展战略、经营状况等投资者关心的问题，与投资者进行沟通与交流，欢 迎广大投资者踊跃参与！ 特此公告。 熵基科技股份有限公司董事会 熵基科技股份有限公司 关于参加广东辖区 2025 年投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，熵基科技股份有限公司（以下简称"公 司"）将参加由广东证监局、广东上市公司协会与深圳市全景网络有限公司联合 举办的"向新提质 价值领航——2025 广东上市公司投资者关系管理月活动投资 者网上集体接待 ...

证券代码：301330 证券简称：熵基科技 公告编号：2025-081 熵基科技股份有限公司 关于开立闲置募集资金现金管理专用结算账户的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 为提高闲置募集资金使用效率，合理利用暂时闲置的募集资金，增加公司投 资收益和股东回报，熵基科技股份有限公司（以下简称"公司"）于 2025 年 9 月 10 日召开第三届董事会第二十次会议和第三届监事会第十九次会议，审议通 过了《关于使用部分暂时闲置募集资金进行现金管理的议案》，同意公司及子公 司使用不超过人民币 80,000 万元（含本数）的部分暂时闲置募集资金（含超募 资金）进行现金管理，该使用额度及授权的有效期自公司董事会审议通过之日起 12 个月内有效，并在上述额度内滚动使用。具体内容详见公司于 2025 年 9 月 10 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于使用部分暂时闲置募 集资金进行现金管理的公告》（公告编号：2025-080）。 一、开立闲置募集资金现金管理专用结算账户的情况 近日，公司全资子公司熵基科技（广东）有限 ...

Core Viewpoint - The financing activities of Shangji Technology (301330) indicate a positive sentiment among investors, with a net buying trend observed over recent trading days [1][2]. Financing Activities - On September 11, 2025, Shangji Technology had a financing buy of 44.12 million yuan and a financing repayment of 42.09 million yuan, resulting in a net financing purchase of 2.03 million yuan [1]. - The financing balance stood at 250 million yuan, with a net buying total of 15.31 million yuan over the last three trading days [1][2]. - In the last 20 trading days, there were 13 days with net financing purchases, indicating sustained investor interest [1]. Financing Balance Changes - The financing balance increased by 0.82% on September 11, 2025, compared to the previous day [3]. - The financing balance on September 10 was 248 million yuan, reflecting a 4.18% increase from the previous day [3]. - The financing balance on September 9 was 238 million yuan, with a 1.42% increase from the previous day [3]. Margin Trading Knowledge - Financing refers to securities companies lending money to investors to buy stocks, while margin trading involves borrowing stocks to sell, with the expectation of repurchasing them later [4].

Core Insights - The domestic brain-computer interface (BCI) industry is entering a phase of accelerated development in 2025, with significant advancements emerging continuously [1] - Multiple A-share listed companies have disclosed recent updates on their BCI businesses, indicating a clear industry application blueprint and a push towards commercialization [2][5] Company Developments - MaiLand has focused on non-invasive BCIs, achieving technological accumulation in areas such as upper limb and hand movement robotics and non-invasive neural regulation, with clinical validation underway for key projects [2][7] - Xiangyu Medical has launched over 10 new products, including BCIs and exoskeleton robots, and has established a collaborative center for BCI rehabilitation treatment and neural regulation [3][7] - QiSheng Technology is exploring cross-industry integration with BCI technology, particularly in sleep health, and has set up a digital sleep industry fund [3] - Zhongke Information has established a laboratory for cognitive and smart medical applications, focusing on developing closed-loop BCI systems for intelligent anesthesia and rehabilitation [3][7] - Aipeng Medical is working on monitoring brain states during surgery and developing treatment systems for conditions like insomnia and ADHD [3][7] Industry Trends - The BCI industry is seeing a multi-faceted approach to commercialization, with companies accelerating investment and product rollout, supported by local policies that facilitate the commercialization process [5][6] - The Shanghai Medical Insurance Bureau has introduced new medical service pricing items for invasive and non-invasive BCI procedures, which is expected to clear obstacles for commercialization [6] - Companies like Daoshi Technology and Botuo Bio are making strategic investments in BCI-related ventures, indicating a growing interest in the sector [5][6]

每经AI快讯，熵基科技（SZ 301330，收盘价：33.38元）9月10日晚间发布公告称，公司第三届第二十 次董事会会议于2025年9月10日以现场结合通讯的方式召开。会议审议了《关于使用部分暂时闲置募集 资金进行现金管理的议案》等文件。 每经头条（nbdtoutiao）——"史上最丑"与"丑上最薄"：iPhone 17系列背后的新战事 2025年1至6月份，熵基科技的营业收入构成为：门禁产品占比47.84%，智慧出入口管理产品-其他产品 占比26.0%，考勤产品占比11.15%，智慧办公产品-其他产品占比7.18%，证卡产品占比2.21%。 （记者 王晓波） 截至发稿，熵基科技市值为79亿元。 ...