政策助力脑机接口概念股走强，沪指半日微涨0.07%

Market Overview - On August 8, A-shares showed narrow consolidation, with the Shanghai Composite Index rising by 0.07% to 3642.1 points, the Shenzhen Component Index up by 0.14%, and the ChiNext Index increasing by 0.21% [1][2] - The total trading volume for A-shares reached 1.09 trillion yuan [1] Monetary Policy - The People's Bank of China conducted a 122 billion yuan 7-day reverse repurchase operation at a fixed rate of 1.40%, with a total bid amount of 122 billion yuan and a successful bid amount of 122 billion yuan [2] - A total of 126 billion yuan in reverse repos matured on the same day, resulting in a net withdrawal of 40 billion yuan [2] Industry Trends - At the 2025 World Robot Conference, ten major trends in embodied intelligent robots were announced, focusing on enhancing generalization, practicality, and safety in social applications [3] - The Ministry of Industry and Information Technology and other departments issued a notice to promote the standardized construction and high-quality development of chemical parks, emphasizing innovation, green low-carbon, and sustainable development [3] Sector Performance - The engineering machinery sector showed strength, particularly in the super hydropower station direction, with companies like Iron Tuo Machinery and Wei Wan Sealing rising over 10% [3] - Brain-computer interface concept stocks also performed well, with companies like Innovation Medical and Jihua Group hitting the daily limit [3] Brain-Computer Interface Industry - The Ministry of Industry and Information Technology and seven other departments issued a document to promote the brain-computer interface industry, indicating a period of technological acceleration and potential for commercial applications [5] - The market for brain-computer interfaces is expected to expand rapidly due to advancements in technology and applications [5] Company Insights - Botao Bio: Focuses on brain-computer interface technology with a solid foundation in scientific research [7] - Beilu Pharmaceutical: A leading domestic contrast agent company pursuing growth through acquisitions and R&D [7] - Xiangyu Medical: Engages in the development and application of brain-computer interfaces and rehabilitation robots [7] - Dinaike: Aims to stabilize demand for intercom products while exploring growth in smart hospital solutions and brainwave interaction [7]