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].

证券代码：301363 证券简称：美好医疗 公告编号：2026-001 深圳市美好创亿医疗科技股份有限公司 关于公司股价异动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 深圳市美好创亿医疗科技股份有限公司（以下简称"公司"）股票（证券代码： 301363，证券简称：美好医疗）2026年1月5日、6日连续两个交易日收盘价格涨幅偏 离值累计达到40.32%（超过30％），根据深圳证券交易所的有关规定，属于股票交 易异常波动的情形。 二、公司关注及核实情况说明 4、经核实，公司、控股股东和实际控制人不存在关于本公司的应披露而未披露 的重大事项，或处于筹划阶段的重大事项。 5、在公司本次股票异常波动期间，不存在公司控股股东、实际控制人及公司董 事买卖公司股票的情况。 三、是否存在应披露而未披露信息的说明 公司董事会确认，除在指定媒体已公开披露的信息外，公司目前没有任何根据 《深圳证券交易所创业板股票上市规则》等有关规定应予以披露而未披露的事项或 1 与该事项有关的筹划、商谈、意向、协议等；董事会也未获悉公司有根据《深圳证 券交 ...

Core Insights - The market experienced a strong performance with 120 stocks hitting the daily limit up, and a total of 43 stocks classified as consecutive limit-up stocks, indicating a bullish sentiment among investors [1] - The advancement rate of consecutive limit-up stocks reached 71.42%, excluding ST and delisted stocks, showcasing a significant increase in market enthusiasm [1] Group 1: Market Performance - Over 4,100 stocks rose in the market, with more than 100 stocks hitting the limit up for the second consecutive trading day [1] - The stock of Victory Energy, which resumed trading, achieved a limit up with a T-shaped pattern, marking its 13th consecutive limit-up [1] - Jia Mei Packaging, which underwent a shareholding change, also saw a limit up, achieving 12 limit-ups over 16 days [1] Group 2: Sector Performance - Resource stocks, particularly in non-ferrous metals and chemicals, showed strong performance, with Luoyang Molybdenum and Zijin Mining both rising over 6% to reach historical highs [1] - Hengli Petrochemical has increased over 20% since December, reaching a nearly four-year high [1] Group 3: Emerging Concepts - The brain-computer interface sector continued its strong momentum, with nearly 20 stocks achieving consecutive limit-ups, including Sanbo Brain Science, Meihao Medical, and Aipeng Medical [1] - The commercial aerospace concept remained active, with notable performances from large-cap stocks such as China Satellite Communications, which achieved 4 limit-ups in 6 days, and Goldwind Technology, which hit a limit up and reached a historical high [1]

Market Performance - The A-share and Hong Kong stock markets continued their "opening red" trend, with the Shanghai Composite Index achieving a rare 13 consecutive days of gains, setting a record and reaching a new high in over 10 years [2] - The total market turnover in the Shanghai and Shenzhen stock exchanges reached 2.83 trillion yuan, marking a new high in over three months [2] - The Hang Seng Index and other indices rose over 1%, with the financial sector leading the gains, particularly Chinese brokerage firms [4][5] Sector Highlights - The commercial aerospace sector saw significant gains, with multiple stocks hitting the daily limit, driven by favorable developments such as the IPO of Blue Arrow Aerospace and accelerated low-orbit satellite launches [2] - The brain-computer interface concept also experienced a surge, with several stocks achieving consecutive gains [2] - The financial sector collectively rose, with stocks like Huayin Securities and Dazhihui hitting the daily limit [3] Precious Metals - Gold and silver prices continued to soar, with silver rising over 3% and gold surpassing 4,460 USD per ounce [6] - Analysts noted that the rise in precious metals is linked to geopolitical events, particularly the situation in Venezuela, and the global competition for key resources in the AI race [7][8]

Market Overview - The Shanghai Composite Index experienced a rare 13 consecutive days of gains, breaking the previous high from November 14, 2025, and reaching a new high since July 2015, closing up by 1.50% [1] - The market saw over 4,100 stocks in the green, with significant contributions from financial sectors such as brokerage, insurance, and internet finance [1] Seasonal Trends - According to Zheshang Securities, the first quarter typically sees a "spring rally," where small and mid-cap growth indices perform best, setting the stage for February's market performance [1] Key Sectors Financial Sector - Major financial stocks like Dazhihui and Hualin Securities hit the daily limit, while China Ping An reached a new five-year high [1] Brain-Computer Interface - The brain-computer interface sector saw a surge, with nearly 20 stocks hitting the daily limit, driven by breakthroughs in clinical trials for a new fully implanted device [3] - The industry is expected to enter a critical phase of large-scale application, supported by policy backing and ongoing technological advancements [3] Non-Ferrous Metals - The non-ferrous metals sector strengthened, with companies like Luoyang Molybdenum and Zijin Mining reaching historical highs, influenced by rising global metal prices [4] - The London Metal Exchange reported significant price increases for tin and copper, indicating strong demand and supply dynamics [4] Solid-State Batteries - The solid-state battery sector experienced a rally, with several stocks hitting the daily limit, following the announcement of a commercially viable solid-state battery by Donut Lab [5] - The sector is expected to progress towards industrialization, supported by policy focus and active participation from industry players [5] Semiconductor Sector - The semiconductor sector remained active, with storage chips and semiconductor equipment leading the gains, as companies like Beifang Huachuang reached historical highs [6] - Price increases for DRAM chips were reported, with significant hikes expected in Q1 2026 [7] Institutional Insights - Guotai Junan Securities highlighted the internal trend of a "transformation bull market" in China, driven by economic shifts and capital market reforms [8] - Debon Securities expressed optimism for a slow bull market following the New Year, with expectations for continued upward movement in the A-share market [8] - Dongfang Securities noted that the market's upward trend is supported by strong investor confidence and the commercialization of new industries like brain-computer interfaces and AI [9]

Group 1 - The core focus of the news is the explosive growth of the brain-computer interface (BCI) sector in the A-share market, with significant stock price increases observed on the first trading day of 2026, particularly for companies involved in BCI technology [1][5] - Notable stock performances include BeiYikang with a 30% increase, and other companies like Sanbo Brain Science, Xiangyu Medical, and Meihai Medical all achieving around 20% gains [1][5] - The surge in the BCI sector is attributed to three major developments: Neuralink's announcement of large-scale production of BCI devices, the implementation of new industry standards in China, and successful clinical trials demonstrating the technology's effectiveness [3][4][6] Group 2 - Neuralink, led by Elon Musk, announced that its BCI devices will enter mass production in 2026, along with a breakthrough in automated surgical technology for implanting devices [3] - A new industry standard for BCI medical devices in China, effective January 1, 2026, aims to provide regulatory clarity and facilitate clinical trials and product approvals [4] - A successful human trial in China demonstrated the ability to restore movement in paralyzed patients using implanted electrodes, showcasing rapid advancements in BCI technology [6] Group 3 - Investment interest in the BCI sector is heightened, with major international banks like Goldman Sachs, BNP Paribas, and Morgan Stanley focusing on companies like Innovation Medical, which has a strategic advantage due to its hospital resources [8] - The global BCI market is projected to reach $12.4 billion by 2034, with a compound annual growth rate of 17% from 2025 to 2034, indicating strong long-term growth potential [9] - The potential applications of BCI technology are expanding beyond medical uses, with possibilities in consumer electronics and smart home integration, suggesting a broader market impact [11] Group 4 - Despite the excitement, challenges remain in ensuring the long-term viability of implanted electrodes and improving the accuracy of non-invasive BCI systems [12] - Following the stock price surge, regulatory bodies have issued inquiries to several companies in the BCI sector to ensure transparency regarding their business operations and R&D progress [12] - Innovation Medical's stock has seen significant increases, but analysts caution that its current valuation is high, and investors should monitor the actual progress of its BCI projects and their impact on profitability [14]

创新医疗、倍益康、三博脑科、南京熊猫、美好医疗涨停，熵基科技涨超15%，麦澜德、爱朋医疗涨超 10%。 (本文来自第一财经) ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The brain-computer interface (BCI) technology is undergoing a period of accelerated transformation, with various technical paths available, including invasive, semi-invasive, and non-invasive methods, each with its own advantages in signal quality, safety, and operational difficulty [5][19] - The Chinese brain-computer interface market is projected to grow significantly, with the market size reaching approximately 1.73 billion yuan in 2023, accounting for 12.5% of the global market [6] - The industry is supported by a three-pronged policy approach focusing on planning, payment, and standards, which is expected to facilitate rapid development [6][33] Summary by Sections 1. Brain-Computer Interface Overview - BCI is a multidisciplinary technology that integrates neuroscience, computer science, and engineering to enable communication between the brain and external devices [17] - The technology operates through a closed-loop system involving signal input, processing, device control, and feedback [17] 2. Policy Support for BCI Development - The Chinese government has issued several policies to support the BCI industry, including the "Implementation Opinions on Promoting the Innovation and Development of the Brain-Computer Interface Industry" which outlines goals for 2027 and 2030 [6][43] - The policies aim to establish a robust industrial ecosystem, enhance innovation capabilities, and promote clinical applications of BCI technologies [43][44] 3. Technological Advancements and Applications - Core technological breakthroughs are occurring in the upstream segment of the BCI industry, particularly in hardware such as electrodes and chips [7] - The medical application of BCI is predominant, with 56% of the market share in 2023, focusing on various therapeutic areas including cognitive disorders and movement disabilities [7][9] - Companies like Lepu Medical and Aipeng Medical are actively involved in developing deep brain stimulation (DBS) technologies, with some preparing for IPOs [7][8] 4. Investment Recommendations - The report suggests focusing on both invasive and non-invasive BCI products, with specific companies identified as beneficiaries based on their clinical trial progress and commercialization potential [8] - Notable companies include Aipeng Medical and Lepu Medical for invasive products, and Xiangyu Medical and Innovation Medical for non-invasive products [8]

Market Performance - The Shanghai Composite Index reached a new high since July 3, 2015, at 4061.12 points on January 6, with overall market trading activity being robust, as the combined trading volume of the Shanghai and Shenzhen markets exceeded 1 trillion yuan shortly after 10 AM [1] Sector Performance - The metal, insurance, and brokerage sectors showed significant gains, with Huayin Securities (002945) hitting the daily limit, and Huashan Securities (600909) rising over 9%. Other securities firms such as Northeast Securities, Huatai Securities, and Caida Securities also experienced upward movement [1] Concept Trends - The brain-computer interface concept continued its strong performance from the previous day, with related indices rising over 4%. Stocks like Aipeng Medical (300753), Xiangyu Medical, Meihao Medical (301363), and Innovation Medical (002173) reached their daily limits [3] - According to a report by Open Source Securities, the brain-computer interface industry is in a high-growth phase driven by technological breakthroughs, policy support, and expectations of robotic ecosystem collaboration [3] Solid-State Battery Developments - On January 5, Finnish electric mobility technology company Donut Lab announced it would debut the world's first commercially viable solid-state battery at the 2026 CES, emphasizing that it is now ready for production [3] - Guangfa Securities noted that solid-state batteries have entered the pilot production stage, with equipment manufacturers benefiting from industrial breakthroughs, and some companies have already shipped related equipment and are collaborating with downstream clients for process validation [3]

| 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | 1 | 4069.38 | 45.96 | 1.14% | | 深证成指 | 2 | 13940.24 | 111.61 | 0.81% | | 科创综指 | 3 | 1713.58 | 17.74 | 1.05% | | 万得全A | 4 | 6611.54 | 73.60 | 1.13% | | 创业板指 | 5 | 3293.18 | -1.37 | -0.04% | | 北证50 | 6 | 1479.07 | 12.65 | 0.86% | | 沪深300 | 7 | 4772.17 | 54.42 | 1.15% | | 中证500 | 8 | 7766.29 | 115.09 | 1.50% | | 中证800 | O | 5279.36 | 65.13 | 1.25% | | 中证1000 | 10 | 7821.96 | 68.08 | 0.88% | 人脑工程概念股大爆发，多股连续20%涨停。有色金属概念股早间集体走强，个股大涨。 1月6日早盘，A股继续 ...