证券代码：300753 证券简称：爱朋医疗 公告编号：2026-002 特别提示： 1、本次权益变动属于股东减持公司股份，不触及要约收购，不会导致公司控股股 东及实际控制人发生变化。 2、本次权益变动后，北京章泓私募基金管理有限公司-章泓精选 1 号私募证券投资 基金持有公司股份 6,302,300 股，占公司总股本的 4.9999%，不再是公司持股 5%以上的 股东。 江苏爱朋医疗科技股份有限公司（以下简称"公司"）于 2025 年 11 月 12 日在巨 潮资讯网（http://www.cninfo.com.cn）披露了《关于持股 5%以上股东减持股份的预披 露公告》（公告编号：2025-052），持有本公司 7,058,000 股（占公司总股本的 5.60%）的持股 5%以上股东北京章泓私募基金管理有限公司-章泓精选 1 号私募证券投 资基金（以下简称"章泓基金"），计划自上述公告披露之日起十五个交易日后的三 个月内以集中竞价交易方式减持所持有的本公司股份不超过 1,260,480 股（占公司总股 本的 1%）；以大宗交易方式减持所持有的本公司股份不超过 1,260,480 股（占公司总 股本的 1%） ...

Core Viewpoint - BrainCo, a leading company in the brain-computer interface (BCI) sector, has successfully completed a financing round of approximately 2 billion RMB, marking it as the second-largest financing in the global BCI market, following Neuralink [2] Financing and Investment - The recent financing attracted a prestigious lineup of investors, including IDG, Huaden International, and major industry players like Lens Technology and Lingyi iTech [2] - BrainCo's financing history shows a consistent increase in capital recognition, with significant rounds including 400 million USD in Series A in 2019 and 30 million USD in Pre-B and 20 million USD in Series B in 2025 [3] - The company is preparing for an IPO, potentially in Hong Kong or mainland China, with a valuation exceeding 1.3 billion USD anticipated for the upcoming round [3] Company Background and Product Development - Founded in February 2015 by Han Bicheng, BrainCo focuses on non-invasive BCI technology, having developed products like smart prosthetics and sleep improvement devices [3][4] - The company has received FDA and CE certifications, making it one of the few globally to achieve large-scale production of BCI products [4] Future Plans and Market Potential - BrainCo aims to assist 1 million individuals with physical disabilities and 10 million patients suffering from Alzheimer's, autism, and insomnia over the next 5 to 10 years [5] - The company is committed to advancing non-invasive BCI solutions for mental health issues like depression and Alzheimer's, aligning with China's increased investment in brain science [5] Industry Landscape - Neuralink remains the highest-valued BCI company globally, with a valuation of 9 billion USD post-E round financing in 2025 [5] - The BCI sector is gaining traction in the capital market, with several A-share companies experiencing significant stock performance related to BCI concepts [6] - Companies like Aihuilong and Kefu Medical are entering the BCI space, indicating a growing interest and investment in this emerging field [6] Investment Opportunities - The BCI industry is in its early commercialization phase, with a focus on thematic investment strategies [6] - There is potential for significant revenue generation in non-invasive BCI products, as well as opportunities in software, hardware, and experimental materials related to BCI [6]

Group 1: Commercial Aerospace - Arrow Technology has begun construction on China's first offshore reusable rocket production base in Zhejiang Qiantang, marking a significant milestone in domestic aerospace capabilities [4] - Starlink has connected over 9 million active users across seven continents, indicating a growing scale in satellite direct-to-mobile services, with related companies like Xinwei Communication and Aerospace HuanYu seeing stock increases of 13.71% and 7.95% respectively [5] - Shunhao Co., which holds shares in Beijing Trajectory Technology and its parent company, is leading the construction of Beijing's Space Data Center, resulting in a stock price surge [7] - The commercial aerospace sector is entering a high-speed development phase driven by capital, technology, and market dynamics, with companies like Srey New Materials and Shangda Co. experiencing stock increases of 14.52% and 7.55% respectively [10] - The commercial aerospace market in China is projected to reach 7.8 trillion yuan by 2030, with companies like Tongyu Communication and Mengsheng Electronics seeing stock increases of 20.91% and 14.98% respectively [12] Group 2: Space Technology and Reusability - The domestic reusable rocket verification phase is underway, with institutions optimistic about the long-term investment logic of reusable rockets [16] - Hailanxin, which previously won a bid for a project related to a recovery ship for rockets, saw its stock rise by 20% following the news of the construction of the reusable rocket base [17] Group 3: Network Security - Shengbang Security is a leading player in the network security sector, focusing on vulnerability detection and application defense, with a recent stock increase of 9.73% after announcing a new high-performance encryption gateway for satellite communication [19] Group 4: Brain-Computer Interface - The brain-computer interface sector is experiencing significant growth, with companies like Aipeng Medical seeing a stock increase of 20% following market excitement around Elon Musk's production announcements [23] - Yanshan Technology has developed a brainwave model capable of precise Chinese language recognition, leading to a stock increase after announcing its advancements in practical brain-computer interfaces [25] Group 5: Semiconductor Industry - The Ministry of Commerce has initiated an anti-dumping investigation into imported dichlorodihydrosilane from Japan, which may impact the semiconductor materials market [27] - The domestic semiconductor materials market is expected to benefit from accelerated localization efforts, with companies like Tongcheng New Materials and Jinhong Gas seeing stock increases of 11.11% [27]

Core Insights - The medical device sector experienced a rise of 1.14% on January 8, with Kangtong Medical leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] Medical Device Sector Performance - Kangtong Medical (301515) closed at 25.48, up 20.02% with a trading volume of 123,300 shares and a transaction value of 291 million [1] - Yuanpeng Medical (300753) closed at 42.62, up 19.99% with a trading volume of 471,600 shares and a transaction value of 1.884 billion [1] - Kefu Medical (301087) closed at 54.00, up 13.52% with a trading volume of 174,300 shares and a transaction value of 92.86 million [1] - Shuoshi Biology (688399) closed at 77.21, up 13.31% with a trading volume of 73,500 shares and a transaction value of 550 million [1] - Anbiping (688393) closed at 27.60, up 6.73% with a trading volume of 69,500 shares and a transaction value of 189 million [1] Capital Flow Analysis - The medical device sector saw a net inflow of 533 million from institutional investors, while retail investors experienced a net outflow of 450 million [2][3] - Yuanpeng Medical had a net inflow of 225 million from institutional investors, but a net outflow of 103 million from retail investors [3] - Lepu Medical (300003) had a net inflow of 181 million from institutional investors, with a net outflow of 67.8 million from retail investors [3]

Group 1 - The brain-computer interface concept has seen a rise of 3.27%, ranking 9th among concept sectors, with 56 stocks increasing in value [1] - Notable stocks that reached the daily limit include Kangtong Medical, Aipeng Medical, and Puni Testing, all achieving a 20% increase, while Nanjing Panda, Pulit, and Innovation Medical also hit the limit [1] - Leading gainers in the sector include Kefu Medical, Yinkang Life, and Danghong Technology, with increases of 13.52%, 7.39%, and 6.67% respectively [1] Group 2 - The brain-computer interface sector attracted a net inflow of 1.115 billion yuan, with 41 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflow [2] - The top stock for net inflow is Yanshan Technology, with a net inflow of 974 million yuan, followed by Seli Medical, Hainan Haiyao, and Aipeng Medical with net inflows of 314 million yuan, 272 million yuan, and 237 million yuan respectively [2] Group 3 - In terms of net inflow ratio, Innovation Medical, Seli Medical, and Beilu Pharmaceutical lead with ratios of 51.56%, 17.45%, and 16.93% respectively [3] - The brain-computer interface sector's top stocks by net inflow include Yanshan Technology with a 9.96% increase and a turnover rate of 34%, and Seli Medical with a 9.98% increase and a turnover rate of 33.31% [3][4]

Market Overview - On January 8, A-share major indices showed mixed performance, with the Shanghai Composite Index up by 0.09% and the Shenzhen Component down by 0.2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.7815 trillion yuan, a decrease of 72.2 billion yuan compared to the previous trading day [1] - Over 3,700 stocks in the market experienced gains [1] Controlled Nuclear Fusion Sector - The controlled nuclear fusion sector has seen a strong resurgence, with over ten stocks, including China Nuclear Engineering and Snowman Group, hitting the daily limit [3] - Since the beginning of the year, the controlled nuclear fusion concept stocks have collectively risen by over 10% [3] - Recent breakthroughs in controlled nuclear fusion technology were reported by the Hefei Institute of Physical Science, which confirmed the existence of a density-free zone in the Tokamak [5] - The International Energy Agency predicts that the global nuclear fusion market could approach 3.5 trillion yuan by 2030 [5] Investment Trends in Controlled Nuclear Fusion - The global fusion industry has experienced explosive growth, with total investments rising from 1.9 billion USD in 2021 to 9.7 billion USD, including an additional 2.6 billion USD in 2024 alone [6] - The focus of the controlled nuclear fusion industry is on technological engineering and commercial viability breakthroughs, with significant investment opportunities concentrated in the upstream sector [6] Brain-Computer Interface Sector - Brain-computer interface stocks showed strong performance, with companies like Nanjing Panda, Plit, and Innovation Medical achieving four consecutive trading limit increases [7] - Nanjing Panda clarified that it currently has no mature products related to brain-computer interfaces and that the concept will not materially impact its operations [8] - Plit has developed LCP film products suitable for use as flexible electrode materials in brain-computer interfaces and is currently conducting clinical trials [8]

Core Viewpoint - Emerging industries such as AI applications, controllable nuclear fusion, brain-computer interfaces, and commercial aerospace are gaining strength, while traditional financial sectors are experiencing a pullback [1] AI Applications - AI applications are seeing a new surge, particularly in the area of AI for Science, which utilizes AI technology to accelerate scientific discoveries and optimize research processes [2][5] - The stock of Zhite New Materials (300986) has reached a "20CM" limit up, marking its fourth consecutive increase, with a year-to-date rise of 107.33% [3] - AI for Science addresses key pain points in R&D-intensive industries, forming a rapid transformation chain from technological breakthroughs to efficiency improvements and commercial closure [5] Controllable Nuclear Fusion - The controllable nuclear fusion sector is also witnessing gains, with stocks like Hahong Huadong (301137) and Hekang New Energy (300048) experiencing significant increases [6] Brain-Computer Interfaces - The brain-computer interface sector is seeing substantial growth, with companies like Aipeng Medical (300753) and Kefu Medical (301087) showing notable stock performance [8] - Strong Brain Technology, a unicorn in the brain-computer interface field, has completed approximately 2 billion RMB in financing, marking the second-largest financing in this sector after Neuralink [10] Commercial Aerospace - The commercial aerospace sector is on the rise, with stocks such as Shaoyang Hydraulic (301079) and Tianrun Technology showing strong performance [11] - The industry is expected to enter a high prosperity phase in 2026, driven by supportive policies and technological advancements [12]

Core Viewpoint - The artificial intelligence sector continues to show strong performance, with multiple stocks experiencing significant gains, reflecting positive market sentiment towards AI-related policies and developments [1][6]. Group 1: Stock Performance - On January 8, 21 stocks in the AI sector reached their daily limit up, including Aipeng Medical, Zhite New Materials, Meike Home, and others [1]. - Notably, Zhite New Materials, Meike Home, and others achieved a "4 consecutive limit up" status, while Far East Holdings reached a "3 consecutive limit up" [2]. - The top performers included Zhongcheng Technology (+22.67%), Aipeng Medical (+19.99%), and Zhite New Materials (+19.98%) [3]. Group 2: Policy Developments - On January 7, the Ministry of Industry and Information Technology and other departments released the "Implementation Opinions on the 'Artificial Intelligence + Manufacturing' Special Action," aiming to accelerate the integration of AI technology in manufacturing [1][4]. - The policy sets ambitious goals for 2027, including the development of 3 to 5 general large models for deep application in manufacturing and the creation of 100 high-quality industrial data sets [4][5]. - The initiative emphasizes the importance of innovation investment and the cultivation of globally influential enterprises in the AI sector [5]. Group 3: Market Dynamics - The listing of Zhipu AI on the Hong Kong Stock Exchange on January 8, with an opening price of HKD 120 per share and a market capitalization exceeding HKD 52.8 billion, is expected to inject new capital into the AI sector [6]. - The overall AI sector showed a strong upward trend on January 8, with significant capital flowing into application areas focused on industrial machinery, indicating a positive market response to policy directions [6]. - However, there is a noted structural differentiation within the sector, with some previously high-performing stocks experiencing profit-taking, suggesting potential short-term volatility risks [6][7]. Group 4: Industry Outlook - Dongxing Securities reports that the AI industry is currently in a phase of resonance among policy, technology, and demand, supported by top-down policy empowerment and potential funding [7]. - The industry is expected to maintain upward momentum, with a strong position in technology investment that is unlikely to be disrupted [7].

Group 1 - A-shares experienced significant activity with 80 stocks hitting the daily limit up and 4 stocks hitting the limit down on January 8 [1] - The VPN concept stocks were notably active, with Nanxing Co., Ltd. achieving 5 limit ups in 6 days [1] - Aerospace-related stocks showed strength, with Aerospace Electronics and Lekai Film achieving 3 limit ups in 5 days, and Aerospace Technology and Aerospace Information hitting the limit up [1] Group 2 - Fenglong Co., Ltd. achieved a remarkable 10 consecutive limit ups, while *ST Dongyi recorded 6 consecutive limit ups [1] - Luxin Investment achieved 8 limit ups in 10 days, and *ST Chengchang had 5 consecutive limit ups [1] - Other notable stocks included Yanshan Technology and Pulite with 4 consecutive limit ups, and Aipeng Medical with 3 limit ups in 4 days [1] Group 3 - ST Derun faced a continuous decline with 3 consecutive limit downs, while *ST Panda and Baihua Pharmaceutical experienced 2 consecutive limit downs [2] - *ST Chuntian also hit the limit down [2]

龙虎榜数据显示，该股因连续3个交易日内日收盘价格涨幅偏离值累计达30%、日换手率达30%上榜龙 虎榜2次，买卖居前营业部中，机构净买入4305.74万元，营业部席位合计净卖出1368.79万元。（数据 宝） | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2026.01.07 | -11.11 | 44.91 | -7370.44 | | 2026.01.06 | 20.00 | 17.90 | 7057.72 | | 2026.01.05 | 20.00 | 21.38 | 15640.44 | | 2025.12.31 | -1.00 | 4.22 | -821.14 | | 2025.12.30 | -2.98 | 7.44 | -1537.45 | | 2025.12.29 | 1.80 | 10.77 | 1361.34 | | 2025.12.26 | -1.29 | 6.77 | -530.62 | | 2025.12.25 | 3.34 | 13.54 | -735.59 | | 2025.12.24 | ...