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脑动极光-B拉升逾14% 脑机接口产业迎政策催化 公司认知障碍数字疗法产品具先发优势

Core Insights - The stock of Brain Dynamics Aurora-B (06681) surged over 14%, reaching HKD 8.5 with a trading volume of HKD 311 million [1] Industry Developments - The Minister of Industry and Information Technology, Li Lecheng, emphasized the need to cultivate emerging industries and create new momentum during the 25th China International Industry Fair, focusing on technological innovation and the establishment of new pillar industries [1] - The National Medical Products Administration has approved the first medical device standard for brain-computer interface technology, which will be implemented on January 1, 2026, laying the foundation for the high-quality development of the brain-computer interface medical device industry [1] Company Highlights - Brain Dynamics Aurora's core product is a brain function information management platform software system, recognized as China's first regulatory-approved digital therapy product for cognitive impairment [2] - The company combines brain science with artificial intelligence, offering unique technological advantages such as virtual human technology and AI [2] - As the first company in China to develop a medical-grade digital therapy product for cognitive impairment, Brain Dynamics Aurora holds a first-mover advantage [2] - The core product is included in the provincial medical insurance reimbursement catalog across 30 provinces in China, enhancing product accessibility and market promotion [2] - The company has successfully established cognitive centers in over 120 hospitals in China, including several leading hospitals certified as "National Medical Centers" [2]