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 report indicates that the Federal Reserve is unlikely to restart interest rate cuts in the first quarter of 2026, as the job market stabilizes and inflation has not yet shown a downward turning point [2] - The report highlights that New Oriental's FY26Q2 performance exceeded expectations, with net revenue of $1.191 billion, a year-on-year increase of 14.7%, and a net profit of $45.45 million, up 42.3% year-on-year [5] - The report projects an upward revision of New Oriental's net profit forecasts for FY26 to FY28, with estimates raised to $497 million, $585 million, and $680 million respectively, reflecting a 13%, 14%, and 17% increase [5] Group 2 - The A-share stock selection for February 2026 includes companies such as Zhongji Xuchuang, Hikvision, and China Life, indicating a focus on stable holdings during the holiday period [3] - The report notes that the bond market is increasingly influenced by non-bank financial sectors, emphasizing the need for macro-prudential mechanisms to address risks in the bond market [4]

Core Insights - The accessibility industry focuses on providing services for the elderly and disabled, aiming to eliminate barriers to their daily lives and enhance their quality of life [1][3] - The industry includes a variety of products and services, such as mobility aids, communication devices, and smart technology, catering to different needs and scenarios [1][3] Industry Overview - The accessibility industry is characterized by its social care attributes, demand-driven features, and integration of resources across multiple fields [1] - Key products include rehabilitation aids like prosthetics and wheelchairs, communication tools like Braille software, and smart devices for navigation and monitoring [1] Market Trends - The electric wheelchair market is projected to grow from approximately 49.4 billion yuan in 2020 to about 70.5 billion yuan by 2024, with a compound annual growth rate (CAGR) of 7% [6][7] - The rehabilitation robot market is expected to expand significantly, from 3.7 billion yuan in 2019 to 15.29 billion yuan by 2024, reflecting a CAGR of over 30% [8] Policy Development - The legal framework for the accessibility industry began to take shape in 2023, with the implementation of the "Barrier-Free Environment Construction Law" marking a shift towards a regulated industry [12] - Prior to 2023, policies focused on basic support for disabled individuals and the elderly, with initiatives aimed at promoting rehabilitation and accessibility services [12]

我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2026年1月29日 | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 4151.24 | | 0.27% | 上证当月连续 | 3065.6 | -0.03% | | 深证成指 14342.89 | | 0.09% | 沪深当月连续 | 4727.8 | 0.08% | | 创业板指 | 3323.56 | -0.57% | 恒生期货指数 | 35848.43 | 2.66% | 宏观消息汇总 1.国家药监局: 《采用脑机接口技术的医疗器械范式设计与应 用规范运动功能重建》等2项医疗器械行业标准立项。 2国家能源局:截至2025年底,全国累计太阳能发电装机容量 12亿千瓦，同比增长35.4%。 3.国务院国资委：大力推进战略性、专业化重组和高质量并购。 2.盈新发展(000620)：拟5.2亿元收购长兴半导体60%股权，切入 存储芯片领域。 3.中牧股份(600195)：预计2025年度实现归属于上市公司股东的 净利润1.49亿元到1.92亿元 ...

一、交易提示 | | 你 | 基金经理 | 首次蔡集[ | | | | --- | --- | --- | --- | --- | --- | | | | | (477) | | | | 026109 | 广发中证 500 指数量化增强 A | 李肯意 | 80.00 | 股票配 | 2026-02-09 | | 026110 | 广发中证 500 指数量化增强 C | 李肯懿 | 80.00 | Bonner | 2026-02-09 | | 026223 | 广发消费领航股票 A | 孙迪 | 80.00 | Bo Bear Par | 2026-02-03 | | 026224 | 广发消费领航股票 C | 孙迪 | 80.00 | 股票型 | 2026-02-03 | | 026066 | 易方达成长驱动混合 A | 何一钱,姚欢宸 | 20.00 | 温合型 | 2026-02-10 | | 026067 | 易方达成长驱动混合 C | 何一钱姚欢宸 | 20.00 | 混合型 | 2026-02-10 | | 026462 | 景顺长城均衡增长股票 | 壬肝展 | 未公布 | 股票型 | 2026 ...

2026年1月以来，公募基金调研活动持续升温，科技成长板块成为核心布局方向，AI应用、商业航天、 创新药及半导体等领域的上市公司获得重点关注。其中，大金重工、翔宇医疗、海天瑞声、爱朋医疗、 熵基科技、美好医疗、博拓生物、天承科技、三七互娱、航天宏图等多家企业均获超百家机构调研。多 位基金经理密集调研细分赛道龙头企业，聚焦技术壁垒高、场景落地明确的优质标的，清晰反映出机构 对科技领域"技术突破+业绩兑现"的双重重视。 ...

记者｜庞华玮 编辑｜包芳鸣 2026年伊始，A股市场迎来机构调研热潮。 截至1月26日，已有超过500家上市公司接受机构调研，其中工业机械、电子元件、电气设备、 半导体及汽车零配件等行业成为关注重点。 其中，"硬科技"与"出海"主线尤为突出。 在个股层面，大金重工、翔宇医疗、海天瑞声等14家公司获得超百家机构扎堆调研，其中大金 重工以209家机构调研数量位居第一。 机构调研热潮 新年伊始，机构调研活跃。Wind数据显示，截至1月26日，开年以来共有512家A股上市公司 接受了机构调研，调研总次数达801次。这一数据保持了较高的市场热度。 值得关注的是，个股层面，超百家机构扎堆调研14家A股公司，这些个股涨幅显著。 其中，大金重工以209家机构调研数量领先，这家电气设备公司受到了市场的广泛关注。 此外，医疗行业的翔宇医疗、爱朋医疗、美好医疗和博拓生物等分别获得208家、177家、125 家和117家机构调研；计算机行业的海天瑞声、熵基科技、能科科技和航天宏图，分别获得207 家、132家、107家和101家机构调研；汽车领域的超捷股份，获138家机构调研；工业机械领 域的耐普矿机，获132家机构调研；电子领域的 ...

Core Insights - The A-share market has seen a surge in institutional research activities at the beginning of 2026, with over 500 listed companies undergoing institutional surveys, particularly in sectors like industrial machinery, electronic components, electrical equipment, semiconductors, and automotive parts [1][3] - The main themes of focus are "hard technology" and "going global," with significant interest in companies demonstrating technological breakthroughs and expansion strategies [5][11] Institutional Research Activity - As of January 26, 2026, a total of 512 A-share companies have been surveyed by institutions, with 801 total survey instances, indicating a high level of market engagement [3] - The frequency of surveys shows that Taihe New Materials leads with 12 surveys, followed by Ice Wheel Environment with 10, and several others with 9 or 8 surveys, primarily in manufacturing and technology innovation sectors [3][4] Industry Focus - The industrial machinery sector has the highest number of surveyed companies at 55, followed by electronic components with 35, and various other sectors including electrical equipment, automotive parts, and integrated circuits [3][4] - Notable companies receiving significant attention include Dajin Heavy Industry with 209 surveys, Xiangyu Medical with 208, and others in the medical and technology sectors [4] Stock Performance - The surveyed companies have generally experienced significant stock price increases, with Dajin Heavy Industry, Xiangyu Medical, and others showing double-digit growth since the beginning of the year [4] - Specifically, Dajin Heavy Industry's stock has risen by 18.43%, while the highest increase was seen in Dike Co., Ltd. at 80.19% [4] Institutional Preferences - Institutions are focusing on companies with technological advancements, capacity expansion, international strategies, and commercialization progress [5][10] - Different types of institutions exhibit varied preferences, with public funds tracking technology growth and high-end manufacturing, while insurance asset management focuses on value and dividend-oriented companies [9][10] Future Trends - The trend of institutional research is expected to continue focusing on "hard technology" and globalization, particularly in AI computing power, semiconductors, and high-end manufacturing sectors [11][12] - Institutions are likely to adopt a more refined approach, concentrating on leading companies in specific segments and assessing their performance and long-term growth potential [12]

Core Insights - The A-share market has seen a surge in institutional research activities at the beginning of 2026, with over 500 listed companies undergoing institutional investigations, particularly in sectors like industrial machinery, electronic components, electrical equipment, semiconductors, and automotive parts [1][3][10] - The main themes of focus are "hard technology" and "going global," with a notable concentration on high-growth sectors [5][11] Institutional Research Activity - As of January 26, 2026, a total of 512 A-share companies have been researched by institutions, with 801 total research instances, indicating a high level of market engagement [3][4] - The frequency of research is led by Taihe New Materials with 12 instances, followed by Ice Wheel Environment with 10, and several others with 9 or 8 instances, primarily in manufacturing and technology innovation [3][4] Industry Focus - The industrial machinery sector has the highest number of researched companies at 55, followed by electronic components with 35, and various other sectors including electrical equipment, automotive parts, and integrated circuits [3][4] - Notable companies receiving significant attention include Dajin Heavy Industry with 209 institutions, Xiangyu Medical with 208, and others in the medical and technology sectors [4][6] Stock Performance - The 14 companies that attracted over 100 institutional research instances have generally seen significant stock price increases, with Dajin Heavy Industry rising by 18.43% and the highest increase being 80.19% for Dike Shares in the photovoltaic equipment sector [4][6] Institutional Preferences - Institutions are focusing on companies with technological breakthroughs, capacity expansion, international strategies, and commercialization progress [5][10] - Different types of institutions show varied preferences, with public funds tracking companies like Huichuan Technology and Taihe New Materials, while insurance asset management focuses on value and dividend-oriented companies [9][10] Future Trends - The trend for institutional research is expected to continue focusing on "hard technology" and globalization, particularly in AI computing power, semiconductors, and high-end manufacturing [11][12] - Institutions are likely to adopt a more refined approach, concentrating on leading companies in specific sectors and assessing their performance and long-term growth potential [12]

Industry Overview - The 2026 Brain-Computer Interface (BCI) Developer Conference will be held on February 3-4, 2026, in Tianjin, focusing on "technology open-source, ecological co-construction, and industrial landing" to promote the commercialization of BCI technology from laboratories to clinical and consumer applications [1] - The BCI industry is accelerating its transition from laboratory research to clinical and consumer applications, with policies supporting its development, including its inclusion in the "14th Five-Year Plan" and the establishment of independent billing items by the National Medical Insurance Administration by 2025 [1] - The global market for medical applications in the BCI sector is projected to reach $40 billion by 2030 and grow to $145 billion by 2040, according to McKinsey [1] Company Developments - Xiangyu Medical has made significant progress in BCI, establishing a comprehensive product matrix and five brain science laboratories, with two EEG machines expected to receive registration certificates by June 2025 [1] - Meihua Medical's cochlear implant business is a key application of BCI and represents one of the most successful technologies in clinical applications, with the company collaborating closely with downstream BCI clients to facilitate efficient commercialization from laboratory development to mass production [2]