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相关部门发文支持脑机接口医疗器械发展,医疗健康ETF泰康(159760)午后盘中涨超1%
Xin Lang Cai Jing·2025-07-04 05:26

Group 1 - The National Medical Products Administration (NMPA) has announced ten measures to support the innovation and development of high-end medical devices, indicating a clear regulatory support for brain-computer interface technology [1][2] - The establishment of China's first brain-computer interface industrial cluster, "Brain Intelligence World," in Shanghai aims to cultivate over five innovative enterprises with core technology and product development capabilities by 2030 [1] - The healthcare ETF Taikang (159760) has seen a rise of 1.01%, while the index it tracks, the National Certificate Public Health and Medical Health Index (980016), increased by 0.83% [1] Group 2 - The NMPA's recent announcement optimizes the entire lifecycle supervision of high-end medical devices, enhancing policies across various dimensions such as review mechanisms and post-market supervision [2] - Key development directions identified include medical robots, high-end medical imaging equipment, and artificial intelligence medical devices, with expectations for supportive policies in the brain-computer interface sector [2] - The healthcare industry is anticipated to experience sustained recovery due to the advancement of equipment renewal policies and increased government bond issuance [2] Group 3 - As of May 30, 2025, the top ten weighted stocks in the National Certificate Public Health and Medical Health Index (980016) account for 52.46% of the index, including companies like Heng Rui Medicine (600276) and WuXi AppTec (603259) [3]