【导读】多只牛股公告 兄弟姐妹们啊，今晚多只商业航天、脑机接口概念的牛股齐发公告，不是停牌核查就是提示风险！ 6天4板北斗星通：商业航天仅为公司产品和服务的应用场景之一 中国卫星（600118）公告，公司股票自2025年12月3日以来收盘价格累计上涨幅度为156.07%，同期申 万军工行业涨幅23.92%，上证A指涨幅5.31%，公司股票短期涨幅明显高于同期行业及上证指数涨幅， 但公司基本面未发生重大变化，存在市场情绪过热、非理性炒作风险，公司股票击鼓传花效应明显，交 易风险极大，存在股价短期快速回落风险。 北斗星通（002151）公告称，公司股票交易价格连续3个交易日收盘价格涨幅偏离值累计超过20%，属 于股票交易异常波动情形。公司留意到近期市场对于商业航天概念股的关注度颇高，公司主营业务为卫 星导航芯片、模组、天线、数据服务，下游应用场景包括测量测绘、智能驾驶、智慧农业、割草机器 人、无人机等，商业航天仅为公司产品和服务的应用场景之一，请投资者注意风险。 航天环宇：预计2025年公司商业航天相关收入占比不足15% 航天环宇公告，公司股票于2025年12月31日、2026年1月5日、1月6日连续三个交易日内 ...

| 最高: 54.97 | 今年:4 | | --- | --- | | 最低:49.98 | 昨收:49 | | 量比: 0.70 | 换手:10 | | 委比:100.00% | 振幅:9. | | 每股收益:-0.49 | 股息(TTI | | 每股净资产:9.50 | 股息率(T | | 52周最高: 54.97 | 52周最低 | 【导读】多只牛股公告 中国基金报记者 泰勒 兄弟姐妹们啊，今晚多只商业航天、脑机接口概念的牛股齐发公告，不是停牌核查就是提示风险！ 6天4板北斗星通： 商业航天仅为公司产品和服务的应用场景之一 北斗星通公告称，公司股票交易价格连续3个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。公司留意 到近期市场对于商业航天概念股的关注度颇高，公司主营业务为卫星导航芯片、模组、天线、数据服务，下游应用场景包括测量 测绘、智能驾驶、智慧农业、割草机器人、无人机等，商业航天仅为公司产品和服务的应用场景之一，请投资者注意风险。 | 成交量: 74.80万手 | | --- | | 成交额:39.95亿 | | 市盈率(TTM)： | | 市净率:5.79 | | 总市值: ...

1月5日，2026年A股第一个交易日，受到马斯克宣布脑机接口将量产消息的刺激，脑机接口概念板块多 只个股涨停，其中倍益康30cm涨停，三博脑科、翔宇医疗、美好医疗、爱朋医疗、诚益通等十余只个 股20cm涨停，南京熊猫、亿嘉和等个股10cm涨停。 收盘至晚间，多家上市公司开始密集披露脑机接口相关进展，进一步点燃市场热情。 首先是亿嘉和，其在收盘后披露2025年12月份投资者关系活动中的内容，表示公司积极探索包括"脑机 接口"在内的前沿技术与具身智能机器人技术融合，并表示已与麦澜德签署战略合作协议，旨在共同探 索"脑机接口+具身智能机器人"技术在智能康养等场景的应用可能性。 2026年开年，A股市场的首个交易日，脑机接口概念板块成为最亮眼的明星。 1月6日，该板块延续前一日的热度，倍益康、美好医疗、三博脑科、岩山科技、南京熊猫、创新医疗等 多股竞价涨停，伟思医疗、爱朋医疗、熵基科技、翔宇医疗等高开超10%。 这场资本狂欢的导火索，来自特斯拉创始人埃隆·马斯克在2025年12月31日发布的重磅消息。当天马斯 克在社交媒体上宣布，其脑机接口公司Neuralink将于2026年"大规模生产"其脑机接口产品。而十几天 前 ...

2连板翔宇医疗：目前主要聚焦非侵入式脑机接口技术，截至2025年末相关产品尚未实现规模化销售 2连板伟思医疗：在脑机接口领域的新产品仍处于市场培育初期，尚未实现规模化销售 2连板麦澜德：在脑机接口领域的产品尚处于研发及市场培育期，尚未实现规模化销售 ►暂不涉及脑机接口业务 ►脑机接口业务进展 2连板三博脑科：目前不涉及脑机接口产品的研发、生产及销售 2连板航天长峰：目前公司未实际开展脑机接口等相关业务、不从事商业航天相关业务 ...

Core Insights - The brain-computer interface (BCI) industry is transitioning from "scientific experiments" to "commercialization," with Neuralink planning large-scale production by 2026, igniting market expectations [1] - China is accelerating its progress in the BCI field through supportive policies and technological breakthroughs, with significant investments being made in the sector [1][12] - The market is characterized as a "0 to 1" incremental market, driven by short-term sentiment from Neuralink's production expectations and favorable domestic policies [1] Investment Landscape - Strong Brain Technology recently completed approximately 2 billion yuan in financing, marking the second-largest funding round in the BCI sector after Neuralink [1] - Investors are advised to focus on companies with core technological advantages, such as self-developed chips and flexible electrodes, as well as those that can achieve commercial closure in rehabilitation and consumer electronics [1] Technology Comparison - The BCI technology landscape is divided into invasive, semi-invasive, and non-invasive routes, each with distinct differences in signal quality, safety, and commercialization timelines [2] - Invasive methods, like those used by Neuralink, involve surgical implantation of electrodes for high-resolution signal acquisition but come with high costs and long development cycles [5] - Non-invasive methods utilize external sensors for signal collection, offering lower costs and safety but facing challenges with signal attenuation [8] Competitive Landscape - The U.S. leads in invasive BCI technology by 2-5 years, while China is catching up, particularly in non-invasive applications where both countries are on par [9][11] - Chinese companies are making significant strides in clinical trials, with several achieving notable milestones in both invasive and non-invasive technologies [12] Company Developments - Companies like BrainCo and Huashan Hospital have completed pioneering clinical trials in invasive BCI systems, demonstrating the ability to control devices through thought [12][13] - Strong Brain Technology has received FDA and CE certifications, positioning itself as a leader in the commercialization of BCI products [12] - Other companies, such as Beijing Chip Intelligence and ZhiDian Medical, are also advancing in the invasive BCI space, with various clinical trials and product developments underway [13][14] Regulatory Environment - The Chinese government has included BCI in its national strategic emerging industries, with plans for independent billing standards and industry regulations to facilitate commercialization [11]

今日， 被称作"杭州六小龙"之一的强脑科技被曝完成约20亿元融资，为脑机接口领域除马斯克旗下的Neuralink以外世界第二大规模融资。 以下文章来源于科创日报 ，作者张真 科创日报 . 科创圈都在关注的主流媒体，上海报业集团主管主办，《科创板日报》出品。 可孚医疗在互动平台表示，公司非常关注并看好脑机接口赛道，所以在早期以战略投资的方式进行布局。2025年底，公司投资力 之智能，持股比例12.45%。该公司致力于非侵入式脑机接口机器人等产品研发，未来有望与公司康复辅具类、呼吸支持类产品实现 战略协同。 开源证券1月6日研报表示，考虑到脑机接口目前处于商业化起步阶段，当前市场主要以主题投资风格为主，建议关注美股映射机遇和侵入式 脑机临床试验进度。从产业趋势上看，建议侵入式和非侵入式参考不同的标准，部分临床进展较快，神经调控等产品已经获批，非侵入式产 品商业化路径明确，规模化收入潜力可期。此外在软件、硬件（电极、芯片）及实验材料和设备（脑膜、DSA等）方面的脑机接口标的具有 稀缺性。 据悉，此次投资人阵容强大，包括著名投资机构IDG、由英特尔CEO陈立武创 立的华登国际，"果链"巨头蓝思科技、领益智造，战略投资 ...

人民财讯1月6日电，据翔宇医疗消息，公司"一种基于医用下肢功率车的训练方法及系统"获发明专利。 该专利通过训练方法流程、动态阻力调节等技术创新，核心是实现医用下肢功率车的动态阻力自适应训 练，通过实时数据闭环确保训练在目标转速区间内平稳进行，解决传统训练中"阻力固定、响应滞后、 安全风险高"的行业痛点。 ...

Group 1 - WuXi AppTec's third, fourth, and sixth largest shareholders reduced their holdings by 2% from November 20, 2025, to January 5, 2026, totaling 59.6751 million shares at prices ranging from 84.66 to 95.08 CNY per share [1] Group 2 - Robotech's subsidiary ficonTEC signed a significant contract worth approximately 770,000 euros (about 63.0784 million CNY) with a Swiss client, representing over 5.70% of the company's audited revenue for 2024 [2] Group 3 - Times New Material signed a sales contract for wind turbine blades worth approximately 3.32 billion CNY, effective from October 1, 2025, to December 31, 2025, which is expected to positively impact the company's performance [3] Group 4 - YHLO signed a strategic cooperation framework agreement with Brain Machine Star Chain to enhance market expansion and sales of brain-machine interface products, leveraging both companies' resources [4] Group 5 - Guanshang Technology plans to acquire 100% of Liao Jing Electronics through a combination of stock issuance and cash payment, with the deal expected to create synergies in the defense technology sector [5] Group 6 - Siwei Control announced the termination of its control change planning due to a lack of agreement on core terms, with no significant adverse impact on its business operations [6] - Baihua Pharmaceutical also terminated its control change planning for similar reasons, with no major negative effects on its operations [8] Group 7 - Chaoying Electronics adjusted the investment amount for its AI high-end printed circuit board expansion project from 1.468 billion CNY to 3.315 billion CNY, with a new production capacity target of 166,500 square meters annually [9] Group 8 - Baotailong's controlling shareholder was ordered to rectify its failure to fulfill a share buyback commitment, having only bought back 10.0018 million shares out of a planned 20 to 40 million shares [10]

格隆汇1月6日丨翔宇医疗(688626.SH)公布，近期资本市场对人脑工程、脑机接口等概念关注度较高， 相关板块股价涨幅较大。公司目前主要聚焦非侵入式脑机接口技术，覆盖作业疗法、运动疗法、认知言 语、吞咽等康复全场景布局，与当前国际上的侵入式脑机接口技术路线存在差异。公司在脑机接口方面 的投入，目前在技术、产品、渠道市场等方面形成一定的布局，但招投标和销售等具有滞后性，截至 2025年末，相关产品尚未实现规模化销售，营收占比较小。 ...

人民财讯1月6日电，据翔宇医疗消息，近日，翔宇医疗与滕州市中心人民医院共建的脑机接口神经调控 康复治疗与临床研究转化中心正式揭牌成立。该中心将重点聚焦脑卒中、脊髓损伤、认知障碍等神经系 统疾病的康复治疗与研究，精准打通"临床需求—技术研发—产品落地"的闭环链路，推动脑机接口等前 沿技术快速转化为适配临床场景的康复方案，助力患者重建大脑与肢体的功能连接，提升康复效率与生 活质量。 ...