医疗板块开门红！2026年1月5日早盘，医疗板块全线飘红，全市场规模最大医疗ETF（512170）高开高 走，盘中涨超4%，今日有望创下近3个月来最大单日涨幅！实时成交超6.5亿元。 医疗ETF50只成份股全部上涨，脑机接口概念股集体爆发，三博脑科、美好医疗、乐普医疗20CM涨 停！CXO亦强势，昭衍新药涨停，巨头药明康德涨近6%。 医疗板块开门红！2026年1月5日早盘，医疗板块全线飘红，全市场规模最大医疗ETF（512170）高开高 走，盘中涨超4%，今日有望创下近3个月来最大单日涨幅！实时成交超6.5亿元。 医疗ETF50只成份股全部上涨，脑机接口概念股集体爆发，三博脑科、美好医疗、乐普医疗20CM涨 停！CXO亦强势，昭衍新药涨停，巨头药明康德涨近6%。 消息面上，马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进 行"大规模生产"。 | 分时 多日 1分 5分 · | | | | | | | F9 盘前盘后 露加 九轮 面线 工具 @ 2 > | | | | | | | | | | 医疗ETF O | | | | --- | --- | --- | --- ...

一、行情表现 1月5日，脑机接口板块开盘大涨。三博脑科（20CM）、岩山科技、创新医疗、南京熊猫等集体一字板，塞力医疗、盈趣科技、翔宇医疗（20CM）、荣泰 健康、国际医学、爱朋医疗（20CM）、熵基科技（20CM）、麦澜德（20CM）、诚益通（20CM）、伟思医疗（20CM）、迈普医学（20CM）等集体涨 停。 | 脑科学 +12.41% | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 理由 | | 马斯克旗下脑机接口公司2026年将启动脑机接口设备"大规模生产" | | | | | | 股票名称 | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 ◆ | 解读 | | 三博脑科 | 70.78 | +20.01% | 09:25:00 | 6.18% | 113.92 乙 | 公司是以神经专科为特色的医疗服务集 | | 301293.SZ | | | | | | 院,其中神经专科医院4家,综合性医院 | | 美好医疗 | | | | | 107.71亿 | 公司正与下游脑机接口客户开展产品合 批量出货的商业 ...

早盘中，人脑工程板块表现活跃。板块内9只个股涨停。三博脑科、翔宇医疗、美好医疗20CM涨停， 熵基科技涨超19%，爱朋医疗、诚益通、麦澜德涨超17%，博拓生物涨超15%，伟思医疗涨超13%，狄 耐克、乐普医疗涨超11%，塞力医疗、岩山科技、荣泰健康、创新医疗、南京熊猫、盈趣科技涨停。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 美好医疗 | 28.86 | 4.81 | 20.00% | | 翔宇医疗 | 72.60 | 12.10 | 20.00% | | 爰朋医疗 | 32.61 | 4.86 | 17.51% | | 乐普医疗 | 17.55 | 1.74 | 11.01% | | 创新医疗 | 23.66 | 2.15 | 10.00% | | 三七互娱 | 25.96 | 2.36 | 10.00% | | 赛诺医疗 | 21.05 | 1.81 | 9.41% | | 汉威科技 | 57.55 | 3.95 | 7.37% | | 冠昊生物 | 14.88 | 1.03 | 7.44% | | 北陆药业 | 8.35 | 0.41 | 5. ...

对此，开源证券指出，Neuralink的规模化生产预期+自动化手术方案，以及Merge布局新一代超声波脑 机接口技术具备双重意义。（1）标志着脑机接口从临床验证阶段开始向商业化规模化阶段迈进，推动 脑机接口从"医疗试验工具"到"可普及产品"的落地。2）未来随着技术方案成熟度的进一步提升，也将 为Neuralink脑机接口与特斯拉Optimus人形机器人的协同应用奠定基础。 该机构表示，脑机接口行业正处于技术突破、政策支持、机器人生态协同预期等多重因素驱动下的高增 蓄势期，根据Precedence Research数据，预计到2034年全球脑机接口市场规模将增长到约124亿美元， 2025年—2034年CAGR为17%。在近期Neuralink规模化量产预期和技术突破的催化下，A股脑机接口相 关标的也有望受益。 人脑工程概念5日盘中强势拉升，截至发稿，倍益康30%涨停，三博脑科、翔宇医疗、伟思医疗、美好 医疗等均涨停，熵基科技涨超18%。 消息面上，马斯克近日在社交媒体上表示，旗下Neuralink将在2026年启动脑机接口设备大规模生产，并 同步推进流程高度精简、几乎完全自动化的手术方案，最关键的突破在于，设 ...

北京商报讯(记者丁宁)1月5日，脑机接口概念股走强，其中，三博脑科（301293）、美好医疗 （301363）、翔宇医疗"20cm"涨停，创新医疗（002173）同样涨停，爱朋医疗（300753）、博拓生物 等涨超10%。 ...

消息面上，马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进 行"大规模生产"。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301293 | 三博脑科 | 1 | 20.01 | 146亿 | 20.01 | | 688626 | 翔宇医疗 | 8 | 20.00 | 116亿 | 20.00 | | 301363 | 美好医疗 | 液 | 20.00 | 164亿 | 20.00 | | 301330 | 熵基科技 | 1 | 18.34 | 92.05亿 | 18.34 | | 300753 | 爰朋医疗 | 要 | 17.80 | 41.21亿 | 17.80 | | 300430 | 诚益通 | | 17.07 | 61.44亿 | 17.07 | | 688273 | 麦澜德 | 1 | 16.39 | 49.49亿 | 16.39 | | 688767 | 博拓生物 | | 15.91 | 65.39亿 | 15.91 | | 688580 ...

格隆汇1月5日｜A股市场脑机接口概念股全线飙升，其中，三博脑科、翔宇医疗、美好医疗20CM涨 停，熵基科技涨超18%，爱朋医疗、诚益通涨超17%，麦澜德涨超16%，博拓生物涨超15%，伟思医疗 涨超14%，狄耐克涨超12%，乐普医疗涨超11%，塞力医疗（维权）、岩山科技、荣泰健康、创新医 疗、南京熊猫（维权）、盈趣科技10CM涨停. 消息面上，马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进 行"大规模生产"。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 301293 | 三博脑科 | 1 | 20.01 | 146亿 | 20.01 | | 688626 | 翔宇医疗 | 1 | 20.00 | 116亿 | 20.00 | | 301363 | 美好医疗 | -06- | 20.00 | 164Z | 20.00 | | 301330 | 熵基科技 | 1 | 18.34 | 92.05 Z | 18.34 | | 300753 | 爰朋医疗 | ...

每经AI快讯，1月5日，沪指高开0.46%，深成指高开0.80%，创业板指高开0.84%，人脑工程、贵金属、 石油石化等板块指数涨幅居前。脑机接口概念表现活跃，创新医疗涨停，美好医疗、三博脑科20cm涨 停，倍益康、爱朋医疗、翔宇医疗涨超10%，博拓生物、伟思医疗跟涨。 （文章来源：每日经济新闻） ...

Group 1 - The report indicates that geopolitical tensions, particularly the U.S. actions in Venezuela, are expected to boost oil and gold prices, while the impact on equity assets is manageable. Attention should be paid to the Federal Reserve chair nomination, liquidity, and the CES conference, with U.S. stocks showing signs of recovery. [4][12][13] - Domestic PMI for December showed a significant rebound, driven by new subsidies, major projects, and proactive real estate policies. The report anticipates a positive start for A-shares, supported by policy initiatives, increased capital inflow, and technological catalysts. [4][18][19] - The report emphasizes a focus on technology and cyclical industries, particularly in sectors like commercial aerospace, robotics, AI, and semiconductors, as well as lithium batteries, non-ferrous metals, and chemicals. [4][20] Group 2 - The report lists the top ten stocks for January, including companies from various sectors such as electronics, automotive, and healthcare, with no specific ranking provided. [5][10] - Semiconductor company SMIC (688981.SH) is highlighted as a leader in integrated circuit manufacturing, with a projected revenue growth from 574.77 billion to 742.45 billion from 2024 to 2026, reflecting its critical role in the industry. [21][22] - Tianfu Communication (300394.SZ) is noted for its strong revenue growth driven by high-speed optical module demand, with a forecasted revenue increase from 57.33 billion to 106.87 billion from 2025 to 2027. [23][26] - New energy company Haopeng Technology (001283.SZ) is focusing on AI applications and has begun mass production of AI-related products, with projected net profits increasing from 2.47 billion to 5.50 billion from 2025 to 2027. [44][46] - Zhongmin Resources (002738.SZ) is expanding its lithium salt production capacity and has significant projects underway, with revenue expectations of 56.91 billion to 97.27 billion from 2024 to 2026. [48][52] - China Aluminum (601600.SH) reported a revenue increase of 13.95% in Q1 2025, with a focus on improving cash flow and reducing debt levels, indicating a strong operational performance. [54][56]

Group 1 - The core investment theme for the pharmaceutical industry in 2025 is the overseas expansion of innovative drugs, which is expected to yield excess returns compared to the broader pharmaceutical sector and the CSI 300 index [2][21] - The innovative drug index has shown a significant increase, outperforming the pharmaceutical biological index by 37.48 percentage points, with a year-to-date increase of 65.99% [21] - Major transactions in the ADC and dual antibody fields are anticipated to continue, while there is a need to avoid repetitive competition in areas like small nucleic acids and focus on unmet clinical needs [3][4] Group 2 - The report emphasizes the importance of overseas markets for both innovative drugs and medical devices, suggesting that companies should seek growth opportunities beyond domestic market saturation [4][5] - The Chinese pharmaceutical industry is gradually becoming a global innovation center, with significant advancements in dual antibodies and ADCs, while also making strides in emerging fields like small nucleic acids and inhalation formulations [5][6] - The report highlights that the overseas authorization revenue has become a crucial funding source for innovative drug development, with a total upfront payment of $4.551 billion in the first three quarters of 2025 [29][32] Group 3 - The medical device sector is experiencing a shift towards overseas expansion, with a focus on high-value consumables and IVD products, as Chinese companies enhance their market share [7][55] - The export growth of high-value consumables is significant, with a recorded increase of 10.75% in the first half of 2025, particularly in the North American and European markets [57][66] - The report notes that the certification and market establishment processes for high-value consumables are long-term investments, requiring compliance with stringent regulations in the EU and the US [60][61] Group 4 - The recovery of financing in the domestic innovative drug sector has been robust, with a total of 324 financing events amounting to $5.51 billion in the first three quarters of 2025, marking a 67.6% increase year-on-year [70][72] - The CXO industry is experiencing varied recovery rhythms across different segments, with some areas like CDMO seeing order growth due to overseas financing recovery [74]