近日，海淀侵入式脑机接口领军企业智冉医疗宣布完成3亿元人民币A+轮融资。本轮融资由中科创星领 投，老股东君联资本、北京市医药健康产业投资基金、IDG资本、顺为资本、联想创投、元生创投、红 杉中国、美团龙珠、BV百度风投、杏泽资本、佳银资本持续跟投。 左：高通量可拉伸柔性电极；右：《自然・电子学》官网发布截图 除此之外，智冉医疗还实现了其余关键技术底座的全面突破：其国产神经信号采集芯片仅有硬币大小， 功耗较传统芯片直降75%；深度神经网络解码算法，依托海量神经元脑电数据进行训练，可实现高精度 的实时解码；配套的高效率、高精度智能化电极植入机器人，则打通了高通量侵入式脑机接口技术大规 模临床应用的"最后一公里"。 值得关注的是，这是智冉医疗在半年内完成的第二轮融资，短时间内连续获得资本青睐，充分印证了市 场对其在侵入式脑机接口赛道技术实力与发展潜力的双重认可。据悉，本轮所募资金将主要用于推进大 规模临床试验与高通量柔性脑机接口产品迭代，加速该技术向临床应用落地。 当前，全球脑机接口产业已进入技术分化与临床转化的关键窗口期，侵入式、半侵入式、非侵入式三大 技术路线呈现差异化竞争格局。其中，侵入式路线凭借神经信号采集 ...

Recent Events - Yahui Long (688575) announced on February 6, 2026, that it received a notice of investigation from the China Securities Regulatory Commission (CSRC) due to misleading statements in a brain-computer interface strategic cooperation announcement made on January 7, 2026, which initially claimed the partner had invasive technology but later corrected it to only non-invasive technology [2] - Tian Sheng New Materials (300169) was also investigated on the same day, potentially involving undisclosed related party transactions for the year 2023. The company is at a critical period of control change, with the investigation results pending final determination by the CSRC [2] Performance and Operations - Yahui Long reported a 72.36% year-on-year decline in net profit for the first three quarters of 2025, indicating that the brain-computer interface cooperative product is still in the early stages of development, which carries uncertainties [3] - Tian Sheng New Materials has incurred losses for six consecutive years and has negative net assets, with the investigation potentially affecting the process of control change [3]

2月11日，港股医药有所分化。创新药大面积回调，创新药纯度100%的港股通创新药ETF（520880）微 跌0.19%止步三连阳。医疗主题板块继续上行，港股通医疗ETF华宝（159137）走出四连涨，站上20日 均线。 | 分时 多日 1分 5分 15分 30分 · 给会屏 F9 后复农 超级盘加 面试 工具 @ (1) > | | 港般通医疗ETF华宝 | | 159137 | | --- | --- | --- | --- | --- | | 159137.SZ[桃投通四疗ETF华宜] 2026/02/11 歌 1.024 幅0.49%(0.005) 开 1.025 高 1.030 低 1.019 均回 | | | | | | MAS 1.0021 MA10 0.998 MA20 1.022 2026/01/12-2026/02/11(23日)▼ | | 0 | | +0.005 +0.499 | | | 1,160 | SZSE CNY 15:00:00 闭槽 | | T+0 / 0 | | 4-1,152 | | 净值走势 | | 华宝中证港股通医疗主题ETF | | | | DEF | -51.86 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 来源：公司公告 2026年2月6日，深圳市亚辉龙生物科技股份有限公司（股票代码：688575，以下简称"亚辉龙"）发布公告称，公司于当日收到中国证券监督管理委员会 （以下简称"证监会"）下发的《立案告知书》。 因公司涉嫌在信息披露中存在误导性陈述，根据《中华人民共和国证券法》等相关法律法规，证监会决定对公司立案调查。 尽管亚辉龙已收到交易所警示，但监管并未止步。2月6日，证监会正式对其立案调查。下一步，证监会将在全面调查的基础上依法处理，切实维护市场健 康发展。 本文为转载发布，仅做分享，文章中观点仅代表原平台作者观点，与本平台无关。如若本文有与贵平台发布原创内容有重合之处，或未经授权使用，系原 平台行为，本平台仅转载。您可以第一时间联系我们删除文章，我们会立即响应！ 登录新浪财经APP 搜索【信披】查看更多考评等级 来源：公司公告 亚辉龙（股票代码：688575）成立于2008年，总部位于深圳，是一家专注于体外诊断（IVD）领域的高新技术企业。公司主营业务为化学发光免疫诊断试 剂、生化诊断试剂及相关仪器的研发、生产和销售，拥有自主研发的磁微粒化学发光技术平台 ...

1.【雷军：初代SU7正式停产】小米创办人、董事长雷军在微博表示，初代SU7正式停产了。（新浪 财经） 4.【广州黄埔区落地小鹏汽车全国最大销售服务中心】2月10日，小鹏汽车董事长何小鹏在社交媒体 上宣布，小鹏汽车全国最大的销售服务中心正式焕新开业。该中心位于广州黄埔区，占地2.5万平方 米，本次升级新增标准化售后中心。（同花顺） 2.【奇瑞汽车公布融合脑机接口的头枕专利，可输出电流缓解异常状态】奇瑞汽车股份有限公司申请 的"一种融合脑机接口的头枕及包括其的座椅、汽车"专利公布。摘要显示，本申请包括：头枕本体； 头带，分为两段，第一段头带的第一端经第一枢转件与头枕本体的第一侧连接，第二段头带的第一端 经第二枢转件与头枕本体的第二侧连接；第一段头带的第二端和第二段头带的第二端配置有磁吸扣； 电极组件，设置于头带内部和头枕本体内部，包括用于采集脑电波信号的第一电极组和用于发射电流 信号的第二电极组；控制模块，设置于头枕本体内部，与电极组件连接，控制第一电极组采集脑电波 信号和/或控制第二电极组发射电流信号。本方案，将脑机接口设备的头带和电极组件与头枕整合为 一个整体，既能够对异常状态进行检测，还能够输出电流缓解异 ...

近7天(2026年2月5日至11日)，优宁维股价区间涨跌幅为1.12%，最高价34.31元(2月10日)，最低价33.11 元(2月6日)。2月11日最新收盘价33.53元，当日下跌1.50%，成交额4235万元；2月10日主力资金净流出 16.48万元，股价上涨1.16%。技术面显示，股价近期处于多头行情，20日压力位33.93元，支撑位31.91 元。 机构观点 经济观察网优宁维（301166）于2026年2月5日召开第四届董事会第十一次会议，审议通过使用闲置资金 进行现金管理的议案，拟动用不超过14.8亿元资金(其中闲置募集资金不超过0.80亿元，自有资金不超过 14.00亿元)，投资于安全性高、流动性好的金融产品，以提升资金使用效率。该议案尚需提交2026年2 月26日临时股东会审议，若通过，资金使用期限为12个月。 股票近期走势 东莞证券在2026年2月6日发布的医药生物行业双周报中，将优宁维列为科学服务板块关注标的之一，报 告指出行业受第十一批国采落地影响整体回调，但脑机接口等未来产业获政策支持。机构预测2025年公 司净利润同比增长32.08%，营收同比增长19.79%。 以上内容基于公开资料整 ...

医疗器械 渠道积淀筑底，自研驱动与战略拓展打开成长空间 可孚医疗（301087.SZ） 证券研究报告/公司深度报告 2026 年 02 月 11 日 | 评级： | 买入（首次） | 公司盈利预测及估值 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | | | 营业收入（百万元） | 2,854 | 2,983 | 3,384 | 4,098 | 5,100 | | 分析师：祝嘉琦 | | 增长率 yoy% | -4% | 5% | 13% | 21% | 24% | | 执业证书编号：S0740519040001 | | 归母净利润（百万元） | 254 | 312 | 359 | 436 | 551 | | Email：zhujq@zts.com.cn | | 增长率 yoy% | -16% | 23% | 15% | 22% | 26% | | | | 每股收益（元） | 1.22 | 1.49 | 1.72 | 2.09 | ...

Core Viewpoint - Kefu Medical is transitioning from hardware manufacturing to an "AI + healthcare" strategy, focusing on intelligent health management systems and product innovation [2] Group 1: Stock Performance - Kefu Medical's stock price closed at 55.20 yuan on February 10, 2026, with a daily increase of 1.28% and a trading volume of 139 million yuan [1] - Institutional investors showed optimism with a net inflow of 10.61 million yuan, while retail investors experienced net outflows of 2.41 million yuan and 8.20 million yuan respectively [1] - Over the past five trading days, the stock has risen by 3.36%, but it has decreased by 6.91% over the last 20 days, indicating significant volatility [1] Group 2: Recent Developments - On February 5, 2026, Kefu Medical established the Kefu Artificial Intelligence Research Institute in Changsha, Hunan, marking a strategic upgrade towards AI and data capabilities [2] - The research institute will focus on medical large models and multi-modal data analysis, aiming to transition products from functional devices to intelligent health management terminals [2] - The company plans to release the internal large model version 1.0 this year, initially validating AI algorithms on new respiratory devices [2] Group 3: Financial Performance - Kefu Medical reported a revenue of 2.398 billion yuan for the first three quarters of 2025, a year-on-year increase of 6.63%, with a net profit of 260 million yuan, up 3.30% [3] - The third quarter saw a significant revenue increase of 30.72% year-on-year, reaching 902 million yuan, with net profit and net profit excluding non-recurring items growing by 38.68% and 62.68% respectively [3] - The company's debt ratio stands at 27.37%, with financial expenses recorded at -3.77 million yuan, indicating stable financial operations [3] Group 4: Institutional Insights - Recent market attention towards Kefu Medical has been moderate, with neutral sentiment, but frequent institutional research activity [4] - Ten institutions have set a consensus target price of 54.56 yuan, indicating a potential downside of 1.16% from the latest stock price of 55.39 yuan [4] - Over the past 90 days, five institutions have rated the stock as "buy" or "hold," reflecting confidence in its long-term growth potential, with projected net profit growth of 17.13% in 2025 and 26.37% in 2026 due to AI technology implementation and industry demand expansion [4]

医疗器械 渠道积淀筑底，自研驱动与战略拓展打开成长空间 可孚医疗（301087.SZ） 证券研究报告/公司深度报告 2026 年 02 月 11 日 | 评级： | 买入（首次） | 公司盈利预测及估值 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | | | 营业收入（百万元） | 2,854 | 2,983 | 3,384 | 4,098 | 5,100 | | 分析师：祝嘉琦 | | 增长率 yoy% | -4% | 5% | 13% | 21% | 24% | | 执业证书编号：S0740519040001 | | 归母净利润（百万元） | 254 | 312 | 359 | 436 | 551 | | Email：zhujq@zts.com.cn | | 增长率 yoy% | -16% | 23% | 15% | 22% | 26% | | | | 每股收益（元） | 1.22 | 1.49 | 1.72 | 2.09 | ...

Group 1 - Dongguan Securities has identified Kaili Medical (300633) as a key focus in the medical device sector, highlighting brain-computer interfaces as a future industry outlined in the "14th Five-Year Plan," with ongoing policy support suggesting investment opportunities [1] - Zhongyou Securities reported on February 9 that policy-driven structural optimization in the pharmaceutical and biological industry may indirectly benefit the medical device sub-sector [1] Group 2 - As of February 10, 2026, Kaili Medical's stock price closed at 27.15 yuan, with a cumulative decline of 1.09% over the past five days, underperforming the pharmaceutical and biological sector, which rose by 0.60%, and the medical device sub-sector, which increased by 0.22% [2] - Technical analysis indicates that the stock is in a bearish trend, with the 20-day moving average at 28.02 yuan, and the current price below this average; there was a net outflow of 3.7381 million yuan from main funds, with retail investors dominating [2] Group 3 - On February 5, the Ministry of Industry and Information Technology and seven other departments jointly issued the "Implementation Plan for High-Quality Development of Traditional Chinese Medicine Industry (2026-2030)," which, while focused on the traditional medicine industry chain, is expected to positively impact the overall pharmaceutical and biological industry, potentially benefiting medical device companies through industry upgrades [3] - The results of the 11th batch of national drug procurement accelerated in February, with multiple regions starting implementation, which may have a potential impact on the demand for medical device procurement [3]