Core Viewpoint - The company Jianfa Zhixin (301584.SZ) has confirmed that it is currently not engaged in the sales of brain-computer interface devices [1] Company Summary - Jianfa Zhixin has clarified its business focus, indicating no involvement in the brain-computer interface equipment market [1]

港股晨报 1. 国证视点：突发停产影响铜板块活跃，美国经济数据喜 忧参半 周四，港股三大指数涨跌不一，恒生指数跌 0.13%，国企指数涨 0.01%，恒生 科技指数涨 0.89%。大市成交金额 3148.90 亿元，主板总卖空金额 451.61 亿 元，占可卖空股票总成交额比率为 16.05%。南向资金流（北水）微跌。港股通 净流入金额为 110.46 亿港元。港股通 10 大成交活跃股中，北水净买入最多的 是阿里巴巴 9988.HK、腾讯控股 700.HK、中芯国际 981.HK；净卖出最多的是小 米集团 1810.HK、晶泰控股 2228.HK、光大控股 165.HK。北向资金方面，9 月 25 日北向资金共成交 2984.25 亿元，占两市总成交额的 12.59%。工业富联 601138.SH、海光信息 688041.SH、寒武纪 688256.SH 位列沪股通成交前三，成 交额分别为 29.33 亿、24.07 亿、20.08 亿；立讯精密 002475.SZ、宁德时代 300750.SZ、中际旭创 300308.SZ 位列深股通成交前三，成交额分别为 52.65 亿、45.36 亿、38.09 亿。 ...

Core Viewpoint - The company emphasizes its commitment to clinical value and long-term strategy in cutting-edge fields such as brain-computer interfaces and rehabilitation robots, focusing on the maturity of technology and commercial viability [1] Group 1: Strategic Focus - The company is advancing clinical explorations and collaborations based on the maturity of technology and business synergy, given the high technical barriers and strict regulatory requirements in the medical industry [1] - The company aims to continuously communicate its strategic path focused on the entire industry chain of tumor pre-diagnosis and treatment through regular reports, announcements, and investor engagement activities [1] Group 2: Future Plans - The company plans to leverage resources from the Haier ecosystem to steadily enhance its core capabilities while actively seeking frontier collaboration opportunities that align with its strategy [1] - Management will continue to optimize team structure and broadly recruit professional talent to drive high-quality development of the company [1]

转自： CSDN（ID：CSDNnews） 如果不是亲眼看到，谁能想到一家全球顶级科技公司，会在万众瞩目的发布会上"亲手对自己发起 DDoS 攻击"？ 在上周的 Meta Connect 2025 大会上， 小扎 本 打算用三款 新 智能 眼镜和一只神经腕带， 让全世界看到未来人机交互的模样 —— 结果 ， 却 因 为 两次严重的 演示 翻车，硬生生 把这 "封神机会" 变成了"社死现场"。 尴尬之下，小扎紧急甩锅给现场 Wi-Fi，可绝大多数网友并不买账。 眼看着舆论持续发酵， 事后 Meta CTO Andrew Bosworth 只好主动现身。他在 Instagram 上开了场 Q&A ，逐一回应了大家关心的"翻车 细节"： 好吧，其实根本不是 Wi-Fi 的锅。 三款新品齐发，Meta 想用智能眼镜再赌一次未来 在 Meta Connect 上，扎克伯格一口气发布 了三 款 新品： 同时，Met a 还展示了神经腕带（Neural Wristband），这是 其脑机接口布局的一部分，能通过肌电信号识别手部动作，实现"空中打字"等操作。 换句话说 ， 并不是 Mancuso 的 智能 眼镜没响应， 而是 ...

点击注册小程序 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 政策与技术双轮驱动，百亿蓝海市场加速开启 脑机接口作为生命科学与信息技术融合的前沿领域，已从实验室走向产业化临界点。全球市场规模从2019 年12亿美元增至2023年20亿美元，2029年预计达76.3亿美元。政策端七部门联合发布《关于推动脑机接口 产业创新发展的实施意见》，明确2027年技术突破、2030年产业生态成型的目标，叠加卒中、渐冻症等刚 需驱动，行业进入"政策-研发-应用"闭环，商业化路径逐渐清晰。 临床产品有望加速落地，医疗+消费打造行业双增长曲线 医疗是目前脑机产业下游商业应用最成熟、产业规模最大的行业，2024年国内临床试验达31项，覆盖卒中 康复、意识障碍、抑郁症等10类疾病。政策端医保定价打通支付链路，有望推动脑机接口相关设备落地 ...

Group 1 - As of the end of August 2025, the total bond custody amount in China reached 174.54 trillion yuan, with a net increase of 1.51 trillion yuan month-on-month, although this was a decrease of 0.24 trillion yuan compared to the end of July [5] - The Democratic Republic of the Congo announced an extension of the cobalt export ban until October 15, 2025, transitioning to a quota system thereafter, with the country accounting for 76.3% of global cobalt production in 2024 [5] - USAC received a five-year exclusive contract from the US Department of Defense worth up to $245 million for the supply of antimony metal ingots, highlighting the strategic value of antimony [5] Group 2 - In the first eight months of 2025, the export growth rates for electric tools, hand tools, and lawn mowers were 1%, -5%, and 45% respectively, while forklifts, machine tools, and industrial sewing machines saw growth rates of 1%, 14%, and 16% respectively [7] - The export growth rates for major engineering machinery categories, including excavators, tractors, and mining machinery, were 14%, 25%, 30%, and 23% respectively [7] Group 3 - The global market size for brain-computer interfaces is expected to reach $7.63 billion by 2029, driven by policy support and demand from conditions like stroke and ALS [8] - The expected dividend yield for Gree Electric exceeded 7% in 2025, with a historical trend indicating a bottoming characteristic, supported by a projected profit of 33 billion yuan and a 52% cash dividend rate [8]

Core Viewpoint - The rapid development of brain-computer interface (BCI) technology in China is driven by policy support, industry promotion, and capital assistance, injecting new momentum into the innovation of the rehabilitation medical industry [1] Group 1: Company Overview - Xiangyu Medical Equipment Co., Ltd. is a leading player in the rehabilitation equipment industry, located in Anyang, Henan Province, which is known for its concentration of over 60 related enterprises [1] - The company has been proactive in BCI technology research and development since 2015, making it one of the earliest entrants in the rehabilitation medical field [2][3] Group 2: Technological Innovation - Xiangyu Medical has launched 13 BCI devices covering various fields such as upper and lower limb rehabilitation training and cognitive impairment assessment, attracting significant market attention [1] - The company aims to transition rehabilitation from passive treatment to active intervention, with BCI technology being a key enabler of this shift [2] Group 3: Research and Development - In the first half of this year, Xiangyu Medical invested 91.147 million yuan in R&D, a year-on-year increase of 38.8%, accounting for 25.39% of its total revenue [4] - The company has established a brain science laboratory and independently develops core components such as chips, electrodes, and algorithms, allowing for integrated control over product development [3][4] Group 4: Market Position and Strategy - Xiangyu Medical has achieved independent development in five key areas of BCI technology, becoming one of the companies with the widest application scenarios in the country [4] - The company is focusing on high-end product development to overcome the challenges of low-end product homogenization and foreign brand dominance in the rehabilitation equipment market [5] Group 5: Future Outlook - By the end of this year, Xiangyu Medical expects to have over 20 BCI products certified, with plans to integrate these products into comprehensive solutions for various clinical scenarios [6] - The company aims to build a "BCI+" rehabilitation industry ecosystem and actively participate in setting industry standards and clinical application norms [8]

每经AI快讯，有投资者在投资者互动平台提问：公司做的脑机接口碳纤灵巧手，是不是也可以用于人 形机器人？有没有机器人业务拓展具体时间表？ 达瑞电子（300976.SZ）9月25日在投资者互动平台表示，维斯德为脑机客户送样的碳纤智能仿生腿、灵 巧手部件，实现轻量化需求，与机器人领域的应用具有技术适配性。良好的技术适配性，加上并购整合 后，维斯德将获得公司在资金实力、大客户资源、大客户服务能力、规模化生产、严格的质量控制体 系、自动化解决方案以及供应链管理等方面的全方位资源协同，为未来共建材料技术平台向人形机器 人、具身智能机器人等高要求领域的拓展奠定基础。敬请注意风险，理性投资。 （文章来源：每日经济新闻） ...

格隆汇9月25日丨仟源医药(300254.SZ)在互动平台表示，公司不涉及脑机接口的相关业务。 ...

Group 1 - The medical sector in A-shares remains active, with the largest medical ETF (512170) rising over 1% and recovering its 5-day moving average, with a trading volume exceeding 480 million yuan [1] - Major stocks in the medical device and CXO sectors saw significant gains, with Mindray Medical rising over 4% and Jiuzhou Pharmaceutical hitting a daily limit before closing nearly 6% higher [1] - Conversely, companies like Meihua Medical and Yingke Medical experienced notable declines [1] Group 2 - The release of the industry standard for medical devices using brain-computer interface technology on September 18 is expected to promote the standardized application of this technology in the medical field [1][3] - Global brain initiatives are driving the development of brain-computer interface technology, with China's first industry standard establishing a unified technical language for the sector [3] - The Shanghai government has announced an action plan to promote the development of high-end medical devices, aiming to add over 500 Class III medical device registration certificates by 2027 and cultivate two hundred billion-level leading enterprises [3] Group 3 - The medical ETF (512170) passively tracks the CSI Medical Index, with its top ten weighted stocks including WuXi AppTec, Mindray Medical, and others [3] - The medical device sector is anticipated to reach a turning point in the second half of the year due to improvements in anti-corruption measures, centralized procurement, and equipment purchasing [3]