脑机接口硬件设备主要包括脑电采集设备、脑机接口芯片，以及电源、采集器、同步器、刺激器、解码 器等设备零部件。其中，脑机接口硬件设备最为核心的便是用于脑电信号采集或神经反馈的脑电采集设 备(即电极)，以及用于脑电信号处理的脑机接口芯片。脑机接口芯片分为侵入式和非侵入式两大类，其 中侵入式脑机接口芯片要求远高于非侵入式。在侵入式脑机接口中，芯片的主要功能包括数据读出和信 号激励，此外为了保证方便和外界沟通还需要使用无线传输。 | 数据或出 | 数据读出主要是指脑机接口从脑部该取特定区域的信号,并且在芯片上做一系列初步处理,包括滚波 | | --- | --- | | | 等。具体多少信号处理在芯片上做,多少传输到片外完成则取决于整个芯片的设计考量。例如,对于 | | | 一些需要做快速反应的脑机接口芯片(例如检测颠縮并快速介入),则需要把尽可能多的处理在芯片 | | | 上实现,以满足延迟的需求。此外,通常经过芯片处理的信号比起原始信号的数据量会小,因此脑机 | | | 接口片上处理部分和无线数据传输部分是一对重要的权衡对象;片上处理越简单,则相关电路逻辑面 | | | 积和功耗越小,但是需要无线传输的数据量就越 ...

行 机械设备 2026 年 01 月 31 日 业 研 究 机械设备 超声脑机接口启新篇，中国方案破解脑病治疗困局 投资要点： "十五五"重点赛道，脑机接口市场规模有望快速增长 根据 precedence research，2024 年全球脑机接口市场规模约为 26.2 亿美元，预计 2025 年将达到 29.4 亿美元，到 2034 年有望增长至 124 亿美元，十年间复合年增长率为 17.35%；据工信微报，2024 年中国脑 机接口市场规模为 32.0 亿元，预计到 2028 年将达 61.4 亿元。《中共 中央关于制定国民经济和社会发展第十五个五年规划的建议》提出前 瞻布局未来产业，推动脑机接口等成为新的经济增长点。这些产业蓄 势发力，未来 10 年将再造一个中国高技术产业。 建议关注 岩山科技、汉威科技、三博脑科、创新医疗、东方中科、翔宇医 疗、熵基科技、诚益通、伟思医疗、麦澜德、爱朋医疗、倍益康等。 风险提示 证 市场竞争加剧、政策支持力度不及预期、技术研发及新产品开发 不利、脑机产品造成病患受伤等风险 技术突破创新，超声精准打开血脑屏障 行 业 定 期 报 告 近日，复旦大学联合华山医院在国家重 ...

行 机械设备 2026 年 01 月 31 日 业 研 究 机械设备 超声脑机接口启新篇，中国方案破解脑病治疗困局 投资要点： 技术突破创新，超声精准打开血脑屏障 行 业 定 期 报 告 近日，复旦大学联合华山医院在国家重点研发计划项目启动会上， 发布国内首例采用自主研制超声诊疗一体化装置"UltraBrainPad"的临 床试验成果。该半侵入式技术为全球第三种方案，通过手持式探头结 合 AI 图像识别，3 分钟即可打开胶质母细胞瘤患者血脑屏障，药物浓 度平均提升 8 倍，6 小时后屏障自动关闭，操作便捷、成本可控且安全 性优于国际水平，成功破解传统技术感染风险高、精度不足等难题。 赛道拓展赋能，惠及多种脑病治疗场景 作为国家重点研发计划项目，该技术已启动复发胶质母细胞瘤临 床研究，未来将打造超声脑机接口新赛道。除脑肿瘤药物治疗外，其 科研成果还将向神经调控、脑机融合方向转化，有望为阿尔兹海默病、 头痛、失眠等多种脑病提供全新治疗路径，凭借基层可及的优势，让 更多患者受益于这一"中国方案"。 岩山科技、汉威科技、三博脑科、创新医疗、东方中科、翔宇医 疗、熵基科技、诚益通、伟思医疗、麦澜德、爱朋医疗、倍益康等。 ...

证券代码：301293 证券简称：三博脑科 公告编号：2026-005 三博脑科医院管理集团股份有限公司 关于办公地址变更的公告 | 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 | | --- | | 记载、误导性陈述或重大遗漏。 | 因经营发展需要，三博脑科医院管理集团股份有限公司（以下简称"公司"） 于近日搬迁至新办公地址。为便于投资者与公司沟通交流，现将公司办公地址变 更的情况公告如下： | 变更事项 | 变更前 | | 变更后 | | | | --- | --- | --- | --- | --- | --- | | 办公地址 | 北京市海淀区香山一棵松 | 50 | 北京市海淀区板井路 | 69 | 号世纪 | | | 号 23 号楼 | | 金源商务中心写字楼 | 3 | 层 A | | 邮政编码 | 100093 | | 100097 | | | 公司对外披露的办公地址、董事会秘书和证券事务代表联系地址、公司年度 报告备置地点同步变更。公司注册地址、网址、联系电话、传真、电子邮箱等其 他信息均保持不变。 以上办公地址自公告之日起正式启用，公司后续将及时办理注册地址变更及 ...

强脑科技仿生手现场展示，脑机接口赋能残障群体 1月29日，"为中国经济点赞——企业家之夜"在北京举行。浙江强脑科技有限公司创始人兼CEO韩璧丞出席接受致敬。 活动现场，强脑科技仿生手受益人、假肢售后负责人古月与韩璧丞共同展示了前沿脑机接口技术如何深刻改变残障人士的 生活。古月展示了其佩戴的智能仿生手。他介绍，这只手无需手术植入，可通过直观的意念进行操控，感觉"仿佛我的左手 重新回来了"。随后，他先后完成了抓举10公斤及5公斤哑铃、弹钢琴、远程操控仿生手抓橘子的展示。 【机构观点】 截至2026年1月30日 13:25，医疗设备ETF(159873)换手6.47%，成交1616.21万元。跟踪的中证全指医疗保健设备与服务指数 (H30178)下跌1.22%。成分股方面涨跌互现，澳华内镜领涨10.79%，振德医疗上涨2.65%，华强科技上涨1.83% 截至1月29日，医疗设备ETF(159873)最新规模创近1年新高。医疗设备ETF(159873)近1周份额增长3000.00万份，实现显著 增长。 资金流入方面，医疗设备ETF(159873)近20个交易日内有16日资金净流入，合计"吸金"超1.4亿元。 【产品亮 ...

Group 1 - The core viewpoint of the news is the performance and financial details of Sanbo Brain Science Hospital Management Group Co., Ltd, which saw a stock price increase of 5.12% to 80.28 CNY per share, with a trading volume of 601 million CNY and a market capitalization of 16.537 billion CNY [1] - The company, established on November 25, 2003, and listed on May 5, 2023, primarily provides medical services, with revenue composition as follows: 74.35% from medical services, 25.02% from pharmaceuticals, 0.39% from other sources, and 0.24% from supply chain [1] Group 2 - From the perspective of the top ten circulating shareholders, Huabao Fund's Huabao CSI Medical ETF (512170) reduced its holdings by 749,300 shares in the third quarter, now holding 4.0556 million shares, which accounts for 2.52% of the circulating shares [2] - The estimated floating profit from this reduction is approximately 15.8575 million CNY [2] - The Huabao CSI Medical ETF was established on May 20, 2019, with a current scale of 25.263 billion CNY, yielding 4.83% this year, ranking 3398 out of 5551 in its category, and 14.55% over the past year, ranking 3650 out of 4285 [2] Group 3 - The fund manager of Huabao CSI Medical ETF is Hu Jie, who has a cumulative tenure of 13 years and 109 days, managing total assets of 101.358 billion CNY [3] - During Hu Jie's tenure, the best fund return was 161.34%, while the worst was -98.01% [3]

Group 1 - Tianqi Co., Ltd. has entered the brain-computer interface (BCI) sector by investing in Suzhou Huahui Chip, focusing on high-density flexible neural electrode technology, achieving animal testing stages, and becoming a key player in domestic BCI hardware localization. The developed flexible neural electrode has 1024 channels, with signal acquisition precision and anti-interference capabilities at an internationally advanced level. The company has also completed biocompatibility surface modification technology to reduce inflammation after electrode implantation, with core patents authorized by the National Intellectual Property Administration [1][2][3] - Innovation Medical, through its subsidiary Boling Brain Machine, is one of the first companies in China to commercialize BCI rehabilitation products. The core product, Cyberlink AC5, was officially launched in October 2025, generating sales revenue of 114,000 yuan in 2025. Another product, Cyberlink AM5, has completed multi-center clinical trials and is progressing through the approval process. The company plans to establish five additional clinical cooperation centers to accelerate the application of BCI technology in treating neurological diseases [4][5][6] - iFlytek is a leading company in the non-invasive BCI field, leveraging its artificial intelligence technology to develop BCI collaborative technology. The company has established long-term partnerships with universities for research and development. Its non-invasive BCI system has been piloted in 120 schools nationwide, improving student attention by 30%. In the medical field, a collaboration with Beijing Tiantan Hospital has achieved a 92% accuracy rate in identifying abnormal brain signals for epilepsy [7][8][9] Group 2 - Jiahe Intelligent focuses on the research and mass production of BCI hardware, particularly EEG acquisition devices and core components, serving both consumer and medical-grade markets. The company has achieved large-scale production of EEG acquisition headphones with a signal recognition accuracy of 92%, primarily used in sleep monitoring and attention training. It plans to expand into overseas BCI hardware markets by 2026 [10][11][12] - Tom Cat is the first company in China to apply BCI technology in consumer scenarios, focusing on interactive games and rehabilitation training products. The company launched a mind-controlled game product in 2025, which quickly gained over 500,000 users. It also collaborates with rehabilitation institutions to develop BCI rehabilitation training systems, showing a 35% average improvement in patient motor function scores [13][14][15] - Hanwei Technology, through its subsidiary Weisheng Technology, is a leading company in the EEG sensor field, with an annual shipment of over 2 million units. The company has developed an epilepsy early warning system with an 88% accuracy rate in clinical tests. It also focuses on flexible pressure sensors for invasive BCI electrodes, addressing industry pain points [16][17][18] Group 3 - StarNet Ruijie leverages its network communication technology to develop low-power, high-stability EEG signal transmission systems and data encryption modules, becoming a core supplier for BCI data links. The developed transmission system supports real-time transmission of 1024-channel EEG signals with a latency of less than 10ms and a stability of 99.9% [19][20][21] - Yijiahe focuses on the integration of BCI and embodied intelligent robots, exploring applications in smart healthcare. The company has signed a strategic cooperation agreement to develop real-time emotional companionship and brain-controlled robots, enhancing the emotional care capabilities of robots [22][23][24] - Lihua Technology is focused on incubating and investing in the BCI sector, successfully incubating three high-tech companies in the field. The company collaborates with the Shenzhen Institute of Advanced Technology to provide comprehensive services for incubated companies, addressing development pain points [25][26][27] Group 4 - Sanbo Neurosurgery is a leading private hospital in the neurosurgery field, focusing on the clinical application and research of BCI. The company has successfully conducted an interventional BCI surgery, accumulating valuable experience for clinical applications. It is also recruiting participants for ongoing clinical trials [28][29][30] - Shiyun Circuit is a core enterprise in the PCB field, providing customized PCB products for BCI devices. The company focuses on high-density, flexible PCB designs, achieving low signal loss rates below 2% [31][32][33] - Meihua Medical is a leading supplier of core components for BCI, having entered the core supply chain for invasive BCI products. The company has developed components that have passed biocompatibility tests, ensuring long-term stability and safety for implanted devices [34][35][36]

Market Overview - The medical services sector experienced a decline of 1.41% on January 26, with Meidisi leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers in the medical services sector included: - Guangzheng Eye Hospital (002524) with a closing price of 5.05, up 10.02% on a trading volume of 266,400 shares and a transaction value of 132 million [1] - Lanwei Medical (301060) closed at 12.28, up 3.98% with a trading volume of 325,000 shares and a transaction value of 392 million [1] - Major decliners included: - Meidisi (688202) closed at 60.88, down 7.28% with a trading volume of 71,600 shares and a transaction value of 444 million [2] - Meinian Health (002044) closed at 7.26, down 6.08% with a trading volume of 3.7675 million shares and a transaction value of 2.776 billion [2] Capital Flow - The medical services sector saw a net outflow of 1.318 billion from institutional investors, while retail investors had a net inflow of 1.011 billion [2] - The capital flow for specific stocks showed: - Boteng Co. (300363) had a net outflow of 39.83 million from institutional investors [3] - Guangzheng Eye Hospital (002524) had a net inflow of 39.29 million from institutional investors [3] - Lanwei Medical (301060) had a net inflow of 24.71 million from institutional investors [3]

本报讯（记者孙杰）今天，首都医科大学三博脑科东坝新院区正式开诊。 三博脑科医院于2004年由一批神经外科专家参与创建而成，是一家集医疗、教学、科研为一体的学院型 医院。东坝新院区位于朝阳区东坝中路36号1号楼，地铁3号线东坝南站出站即到。医院总建筑面积6.3 万平方米，共设置480张床位，13间手术间，并配备复合手术室及术中核磁共振等大型设备。 记者在新院区看到，新院区整洁明亮，各项医疗服务功能完善。以中间的门诊大厅为界，院区分为南北 两楼，北楼主要是神经肿瘤、特需病房和研究型病房；南楼主要是功能神经外科、脑血管病、小儿神经 外科、脊柱脊髓外科及骨科等。 新院区预计年门诊量将超10万人次，此次新引进多台大型设备，并采用智能化技术提升医疗服务体验。 比如，门诊药房采用智能机器人分拣药品，并通过传送带送至药房窗口。每个处方的药品从分拣到窗 口，大约仅需15秒钟就可完成。 ...

Core Viewpoint - The company Sanbo Brain Science (301293.SZ) is relocating its hospital to a new site, with operations commencing on January 26 at 8:00 AM [1] Company Overview - Sanbo Brain Science was founded by experts in neurology and medical management, including renowned figures such as Luan Guoming, Yu Chunjiang, Shi Xiangen, and Zhang Yang [1] - The company has developed into a specialized chain group focusing on neurological diseases over more than 20 years, establishing itself as a leader in the neurology specialty field in China [1]