每经记者｜陈晴 每经编辑｜张海妮 京东方A6月24日晚间公告，截至目前，公司已与彩虹股份签署《股权转让协议》，拟以48.49亿元收购 咸阳彩虹光电科技有限公司30%股权。 建龙微纳：拟控股上海汉兴能源科技 建龙微纳6月24日晚间公告，公司正在筹划以支付现金受让股权的方式合计取得上海汉兴能源科技股份 有限公司不少于51%的股份。本次交易完成后，公司将成为标的公司的控股股东。 增减持 丽尚国潮：股东计划减持不超过2.11%公司股份 丽尚国潮6月24日晚间公告，股东红楼集团有限公司计划减持公司股份不超过1607.64万股，即不超过总 股本的2.11%。 并购重组 未名医药：子公司拟增资取得固康药业51%股权 未名医药公告，公司全资子公司上海未名拟向四川固康药业有限责任公司（以下简称固康药业）增资 4500万元，取得固康药业51%股权。增资完成后，固康药业将成为上海未名的控股子公司。本次交易不 构成关联交易或重大资产重组。 京东方A：拟以48.49亿元收购彩虹光电30%股权 腾龙股份6月24日晚间公告，公司实控人的一致行动人蒋依琳拟以集中竞价方式减持其持有的公司股份 不超过490.8万股，即不超过公司总股本的1%；以 ...

Group 1 - The brokerage sector led a significant rally in the A-share market on June 24, with Guosheng Jin控 reaching the daily limit and other stocks like Xiangcai Co. showing strong performance, driven by multiple factors including overseas market recovery and expectations of interest rate cuts from the Federal Reserve [2][3] - The macroeconomic landscape included the release of the "Internet Platform Enterprises Tax Information Reporting Regulations" and a call from the Ministry of Foreign Affairs to de-escalate the Israel-Iran conflict, contributing to a heightened market risk appetite [2] - Investment opportunities were identified in sectors such as brain-computer interfaces, cross-border payments, and carbon fiber, reflecting a diverse range of interests among investors [2] Group 2 - On June 24, Trump announced a complete ceasefire agreement between Israel and Iran, which led to a significant drop in international oil prices and a rise in U.S. stock markets, as investor sentiment improved regarding the Middle East situation [3][5] - Citic Securities highlighted the increasing global military expenditure driven by geopolitical tensions, suggesting a focus on military metal sectors such as titanium and high-temperature alloys, which are expected to see demand growth [3] - The People's Bank of China and six other departments issued guidelines to support and expand consumption, proposing 19 key measures aimed at enhancing consumer capacity and optimizing the consumption environment [3] Group 3 - Highfields Capital and other investment institutions expressed interest in acquiring Starbucks' China operations, with the transaction estimated at $5 to $6 billion, potentially leading to cost optimization amid local brand competition [4] - A concentration of shares in several stocks was noted, with 22 stocks experiencing a decline in shareholder numbers by over 10%, indicating potential for greater price appreciation as institutional investors show interest [4] - The significant drop in oil prices may open a window for interest rate cuts, with the Federal Reserve's July meeting being closely monitored for potential policy shifts [4][5]

证券研究报告 科幻照进现实，产业落地加速 行业投资评级：强于大市｜维持 孙业亮/丁子惠/常雨婷 中邮证券研究所 计算机团队 中邮证券 1 1 发布时间：2025-06-24 投资要点 请参阅附注免责声明 2 Ø 多学科融合，技术迎来爆发期：根据技术路径差异，脑机接口可分为三大类别：侵入式、半侵入式和非侵入式，其 中非侵入式虽受限于头皮干扰导致信号分辨率较低，却以零创伤、低成本的特点成为医疗康复、教育训练等场景的主流 选择。中国在半侵入式以及非侵入式脑机接口技术方面处于全球领先地位，侵入式技术也在多个场景获得应用。近日， 上海阶梯医疗科技有限公司对外宣布，其自主研发的侵入式脑机接口系统，已于今年一季度在复旦大学附属华山医院成 功完成国内首例侵入式脑机接口系统人体长期埋植前瞻性（FIM）临床试验。 Ø 各国加速布局，商业应用广泛落地：2024 年，据Precedence research统计数据，全球脑机接口市场规模为 26.2 亿美元，预计到 2034 年将增加到约 124 亿美元，复合年增长率达 17.35%，在医疗、娱乐、智能家居、军事等多领域 具有巨大的市场潜力和发展前景。目前世界各国纷纷加大战略布局，我 ...

浙江东日（600113）发布股票交易风险提示公告，公司关注到市场较为关注"脑机接口"的相关信息。公 司目前日常经营不涉及"脑机接口"业务；培安美(浙江)科技股份有限公司为我司参股公司，注册资本 1000万元，我司持股比例为40%，经了解，前期培安美公司有相关人员拜访首都医科大学，与该校校长 进行交流，没有形成书面合作协议。 ...

Group 1 - The Hong Kong stock market is experiencing a collective rise, with the Hong Kong Stock Connect Innovative Drug ETF (159570) surging over 2% and achieving a trading volume exceeding 1.4 billion yuan [1] - As of 10:25, most constituent stocks of the Hong Kong Stock Connect Innovative Drug ETF (159570) are performing well, with Rongchang Bio rising over 6% and several other companies like CSPC Pharmaceutical, WuXi Biologics, and BeiGene increasing by over 2% [3] - Recent policies have provided support for innovative drugs and medical devices, including discussions on the adjustment of the national medical insurance drug list and optimization of clinical trial approvals [4] Group 2 - The pharmaceutical and biotechnology sector experienced significant declines last week, but the innovative drug sector has shown strong performance year-to-date, indicating a potential for medium to long-term investment opportunities despite short-term adjustments [5] - The China Securities Regulatory Commission has proposed measures to expedite the review and approval process for innovative drug clinical trials, aiming to encourage the development and market entry of innovative drugs [5] - The 2025 mid-term investment strategy emphasizes the importance of both domestic stability and international expansion, highlighting China's competitive advantages in population, manufacturing, and innovation capabilities [6][8] Group 3 - The Hong Kong Stock Connect Innovative Drug ETF (159570) has a strong focus on the innovative drug industry, with nearly 72% of its top ten holdings in leading companies [8] - The ETF is characterized by a high concentration in innovative drugs, with an 85% weight in this category, and is currently undervalued compared to historical price-to-sales ratios [8] - The ETF allows for T+0 trading and is positioned as a medium-risk investment suitable for balanced investors [8]

Investment Rating - The report maintains a "Positive" investment rating for the industry [8]. Core Insights - The computer sector experienced a decline of 2.11% last week, ranking 19th among primary industries in the Yangtze River region, with a trading volume share of 10.53% [2][5]. - The successful clinical trial of China's first invasive brain-computer interface marks a significant advancement in the technology, positioning China as the second country globally to enter this phase [18][22]. - The Huawei Developer Conference (HDC 2025) showcased the release of HarmonyOS 6, indicating ongoing evolution in the ecosystem [25][29]. Summary by Sections Market Performance - The computer sector faced a downturn, with the Shanghai Composite Index closing at 3359.90 points, down 0.51% [5][13]. - The sector's trading volume share was noted at 10.53%, with stablecoin concepts gaining traction [2][5]. Key Developments - The launch of MiniMax Agent and related AI products is expected to accelerate the commercialization of AI agents in various sectors such as education, healthcare, and enterprise services [7][44]. - The report emphasizes the importance of AI agent-related companies and the domestic AI chip leader, Cambricon, within the inference computing industry chain [7][44]. Notable Events - The successful clinical trial of an invasive brain-computer interface in China is a landmark achievement, with the market for such technology projected to grow significantly, reaching over 5.5 billion yuan by 2027 [22][24]. - The Huawei Developer Conference highlighted advancements in the HarmonyOS ecosystem, with over 30,000 applications in development, indicating a robust growth trajectory [29][30]. Recommendations - The report suggests focusing on AI agent-related manufacturers, the inference computing industry chain, cloud service providers, and IDC collaborations with major companies like Tencent, Alibaba, and ByteDance [7][44].

今年是中国人民抗日战争暨世界反法西斯战争胜利80周年，也是台湾光复80周年。在海峡论坛大会现 场，台湾雾峰林家第九代、台湾抗日志士亲属协进会理事长林铭聪深情分享家族先辈的爱国忠义故事， 现场不时报以热烈掌声。"林家先祖一代代前赴后继，抵御外敌，都是爱祖国爱民族的表现。"林铭聪 说，这些年，他和自己的两个女儿多次到大陆寻根问祖，就是为了让她们不要忘记自己的根在哪里。 海峡两岸同根同源、同文同种，是两岸同胞不可割舍的羁绊。本届论坛上，许多台胞都通过亲身经历表 达了自己和家族成员身上浓厚的家国情怀。 台青张钧凯是福建晋江鉴湖张氏三十五世孙，在海峡论坛子活动——海峡青年论坛的现场，他分享了自 己的寻亲故事。2024年，首次回到位于晋江的"鉴湖"堂号起源地时，张钧凯戴上"主祭"的披肩，与宗亲 们一同拜祖。"那天的场景让我无比光荣，更永难忘怀。所有张姓族亲相聚一堂，虽素未谋面，却因历 史与血缘的纽带，彼此热络不已。国与家，我的家族见证了两者的密不可分。" 近年来，《黑神话：悟空》《哪吒2》等大陆文娱IP在台湾持续走红，以中华文化为内核的创意表达跨 越海峡引发深度共鸣。与会的台湾艺术创生文化基金会会长李永萍呼吁，希望岛内年 ...

Group 1 - The core focus of the article is on the advancements in brain-computer interface (BCI) technology, particularly its application in rehabilitation for patients with paralysis, showcasing the integration of human brain signals with precision instruments [3][4]. - The company, Xiangyu Medical, is a leading player in the rehabilitation medical industry in China, holding the largest market share for its core product series [5]. - Xiangyu Medical has independently developed key components in BCI technology, including hardware, chips, electrodes, algorithms, and rehabilitation devices, making it a pioneer in the practical application of BCI technology in the country [5]. Group 2 - The article highlights the rapid development of BCI technology in China, emphasizing its transition from laboratory research to clinical applications, supported by government initiatives to foster future industries [4]. - A significant project mentioned is the collaboration between Xiangyu Medical and Nankai University, aiming to develop a modular rehabilitation robot system by the end of 2027, which will enhance comprehensive rehabilitation training and brain function coordination [4]. - The company is also involved in a national key research and development project that aims to improve the precision of remote operations in aerospace by establishing a neural response model, expected to be completed by the end of next year [4].

每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ...

该研究于 2025 年 6 月 12 日发表于 国际顶尖学术期刊 Nature ，论文题为： An instantaneous voice-synthesis neuroprosthesis ，论文作者来自加州大学戴 维斯分校。 该研究利用植入式 脑机接口 （BCI） ，结合 低延迟处理和 AI 驱动的解码模型，将一位已瘫痪的 渐冻症 （ALS） 患者大脑中的神经活动转化为语言，并通过扬 声器实时合成并输出 （仅延迟 8.5 毫秒） ，从而帮助他实现流畅、且有感情地" 说话甚至唱歌 "。 研究团队将 脑机接口 （BCI） 植入到一名已经几乎完全失去发音能力的 渐冻症 （ALS） 患者的大脑，通过 256 个微电极记录负责语言运动功能的 腹侧中央前 回 的神经活动，并实时合成语音，通过 闭环音频反馈进行调整 ，克服了训练神经解码器时缺乏真实语音的难题，成功准确合成了他的声音。除了语音内容，研 究团队还从大脑神经活动中解码出了副语言特征，使患者能够实时调节其脑机接口合成的声音，从而改变语调并哼唱简短的旋律。这项临床研究 表明， 通过脑机 接口让瘫痪者清晰且富有感情地说话是可行的 。 撰文丨王聪 编辑丨王多鱼 排版 ...