近日，工业和信息化部等七部门印发《关于推动脑机接口产业创新发展的实施意见》，提出，到2027 年，脑机接口关键技术取得突破，初步建立先进的技术体系、产业体系和标准体系。电极、芯片和整机 产品性能达到国际先进水平，脑机接口产品在工业制造、医疗健康、生活消费等加快应用。产业规模不 断壮大，打造2至3个产业发展集聚区，开拓一批新场景、新模式、新业态。到2030年，脑机接口产业创 新能力显著提升，形成安全可靠的产业体系，培育2至3家有全球影响力的领军企业和一批专精特新中小 企业，构建具有国际竞争力的产业生态，综合实力迈入世界前列。 国元证券指出，脑机接口通过在脑与机器之间建立信息通道，实现生物智能与机器智能的协同交互，是 生命科学和信息科学融合发展的前沿技术。当前，脑机接口创新成果持续涌现，产业加速壮大，正孕育 颠覆性突破，已成为科技创新和产业创新深度融合的重要领域。随着脑机接口技术加速发展，产业政策 日趋明晰，已有北京、上海、南京、四川、山东等省区市发布了相关政策，同时一些医疗机构、企业也 加速推进脑机接口的创新技术研发，产业链中上游的技术进步带来下游应用端不断突破，国内脑机接口 公司有望逐步实现商业化应用，并向产 ...

格隆汇8月8日丨维峰电子(301328.SZ)于投资者互动平台表示，公司暂未涉足人脑工程领域。 ...

据央视新闻报道，美国总统特朗普周三（当地时间6日）表示，美国将对芯片和半导体征收约100% 的关税，但不针对"在美国建厂"的公司。他特别强调，如果在美国制造，将不收取任何费用。 不少人比较担心半导体、芯片对美出口问题，达哥查看了相关数据。 根据海关总署和中国半导体行业协会的数据测算，2024年中国集成电路产品对美国的出口金额，占 整体出口金额的比例约为1.4%，占国内集成电路销售规模的比例也仅约1%。从结构上来看，国内集成 电路产品对美出口，主要是处理器、控制器和存储器。 由此可见，特朗普称美将对芯片和半导体征收约100%的关税，其对中国半导体行业的影响较为有 限。 海关总署今天公布的数据显示，今年前7个月，我国出口集成电路7784.5亿元，增长21.8%。 7月份集成电路出口延续强势表现，出口金额同比大幅增长29.16%，环比也实现3.89%的增幅。这 一数据延续了前期增长势能，已连续4个月保持20%以上的同比增幅，增长动力强劲且持续释放，成为 出口领域亮眼的增长引擎。 此前，美议员呼吁美出口的先进芯片必须配备"追踪定位"功能，加上特朗普对芯片和半导体的最新 关税态度，从情绪上利好自主可控先进制程光刻机。 ...

Core Insights - The article provides a ranking of open-end funds based on their net asset value growth as of August 7, 2025, highlighting the top and bottom performers in the market [2][4][6]. Fund Performance Summary - The top 10 funds with the highest net value growth include: 1. Qianhai Kaiyuan Hong Kong-Shenzhen Core Resource Mixed C 2. Qianhai Kaiyuan Hong Kong-Shenzhen Core Resource Mixed A 3. Shenwan Hongyuan Consumption Growth Mixed C 4. Harvest CSI Rare Earth Industry ETF 5. Fortune CSI Rare Earth Industry ETF 6. Shenwan Hongyuan Consumption Growth Mixed A 7. E Fund CSI Rare Earth Industry ETF 8. Huatai-PB CSI Rare Earth Industry ETF 9. Harvest CSI Rare Earth Industry ETF Linked C 10. Harvest CSI Top Ten Industry ETF Linked A [2][4]. - The bottom 10 funds with the lowest net value growth include: 1. Minsheng Jianyin Medical Health Stock A 2. Minsheng Jianyin Medical Health Stock C 3. Baoying Innovation Medical Mixed Initiated C 4. Baoying Innovation Medical Mixed Initiated A 5. Nuon Selected Value Mixed C 6. Nuon Selected Value Mixed A 7. Wanji CSI Hong Kong Stock Connect Innovative Drug ETF 8. Harvest CSI Hong Kong Stock Connect Innovative Drug ETF 9. Huatai-PB Hang Seng Innovative Drug ETF 10. Hong Kong Stock Connect Innovative Drug ETF ICBC [4][6]. Market Analysis - The Shanghai Composite Index showed slight fluctuations, while the ChiNext Index experienced a rise after a dip, with a total trading volume of 1.85 trillion yuan. The number of advancing stocks was 2118, while declining stocks numbered 3086 [6]. - Leading sectors included mineral products and warehousing logistics, both rising over 2%, while the pharmaceutical sector faced declines [6]. Fund Holdings Overview - The top holdings of the Qianhai Kaiyuan Hong Kong-Shenzhen Core Resource Mixed C fund include: 1. Ningbo Yunsheng 2. Jinli Permanent Magnet 3. Guangsheng Nonferrous 4. Zhenghai Magnetic Materials 5. China Rare Earth 6. Zhongke Sanhuan 7. Chifeng Gold 8. Shenghe Resources 9. Shanjin International 10. Zhaojin Mining The fund's top ten holdings account for 68.41% of its total assets, indicating a focus on the rare earth permanent magnet sector [7]. - The top holdings of the Minsheng Jianyin Medical Health Stock A fund include: 1. Kangfang Biotech 2. Innovent Biologics 3. Zai Lab 4. East China Pharmaceutical 5. Zai Lab 6. Three Life Pharmaceuticals 7. Aosaikang 8. BeiGene 9. Tigermed 10. Zai Lab The fund's top ten holdings account for 59.58% of its total assets, reflecting its focus on the pharmaceutical sector [7].

Market Overview - On August 7, the Shanghai Composite Index closed at 3639.67 points, up 0.16%, with a trading volume of 749.7 billion yuan. The Shenzhen Component Index closed at 11157.94 points, down 0.18%, with a trading volume of 1075.79 billion yuan. The ChiNext Index closed at 2342.86 points, down 0.68%, with a trading volume of 552.15 billion yuan. The STAR Market 50 Index closed at 1058.21 points, down 0.15%, with a trading volume of 38.436 billion yuan. The total trading volume of both markets was 1825.49 billion yuan, an increase of 91.422 billion yuan compared to the previous trading day [1]. Sector Performance - Among the industry sectors, non-ferrous metals, beauty care, real estate, textile and apparel, transportation, electronics, banking, and coal showed strong performance. Concepts such as rare earth permanent magnets, brain engineering, storage chips, blind box economy, Shanghai Free Trade Zone, millet economy, express delivery, and semiconductors were active. Conversely, the pharmaceutical biology, power equipment, insurance, communication, national defense and military industry, and home appliances sectors experienced declines [3]. Capital Flow - The net outflow of main funds in the Shanghai and Shenzhen markets was 26.748 billion yuan, with the ChiNext experiencing a net outflow of 14.285 billion yuan. The CSI 300 index saw a net outflow of 6.139 billion yuan, while the STAR Market had a net inflow of 1.184 billion yuan. Among the 31 primary industries, 8 sectors saw net inflows, with the electronics sector leading at 1.846 billion yuan. Other sectors with net inflows included non-ferrous metals, transportation, and beauty care [4][5]. Individual Stock Performance - A total of 2145 stocks experienced net inflows, with 70 stocks receiving over 100 million yuan in net inflows. Tianyu Digital Science saw the highest net inflow at 643 million yuan, followed by Shuo Beid, Yingfang Micro, Zhenghai Magnetic Materials, and Huaying Technology [7]. Conversely, 2995 stocks faced net outflows, with 115 stocks experiencing over 100 million yuan in net outflows. The stock with the highest net outflow was Zhongji Xuchuang, with an outflow of 829 million yuan [9]. Institutional Activity - According to the post-market data, institutional investors had a net sell of approximately 306 million yuan, with 9 stocks seeing net purchases and 18 stocks facing net sales. The stock with the highest net purchase was Dongfang Precision, with a net inflow of about 161 million yuan [10][11].

8月5日，上证指数早盘高开高走，午后持续上扬，再度站上3600点；深证成指早盘冲高回落，午后震荡 上扬；创业板指早盘冲高回落，午后探底回升；科创50指数早盘窄幅震荡，午后震荡回升。截至收盘， 上证指数报3617.60点，涨0.96%，成交额6563.83亿元；深证成指报11106.96点，涨0.59%，成交额 9396.98亿元；创业板指报2343.38点，涨0.39%，成交额4784.81亿元；科创50指数报1053.65点，涨 0.4%，成交额268.02亿元。沪深两市合计成交15960.81亿元，成交额较上一交易日增加975.3亿元。 银行、保险等行业走强 *ST亚振5连板 盘面上来看，行业板块、概念涨多跌少。其中，银行、保险、钢铁、传媒、通信、证券、汽车、房地产 等行业涨幅靠前；PEEK材料、铜缆高速连接、人脑工程、空间站、3D玻璃、复合集流体、液冷、轮毂 电机、汽车热管理等概念走势活跃。玻璃玻纤、珠宝首饰、生物制品等行业跌幅居前；重组蛋白、肝 炎、智谱AI、创新药、财税数字化等概念走势较弱。涨停个股主要集中在机械设备、汽车、通信、化 工、医药生物等行业。 个股涨跌情况，截至收盘，沪深两市合计3767 ...

Group 1 - A-shares experienced significant activity on August 5, with 68 stocks hitting the daily limit up and 2 stocks hitting the limit down [1] - The human brain engineering concept saw active trading, with Innovation Medical reaching the limit up [1] - The PEEK materials concept strengthened, leading to limit up performances for Zhongxin Fluorine Materials and Xinhan New Materials [1] Group 2 - *ST Yuancheng and Honghe Technology both hit the limit down [2]

Group 1 - The brain engineering concept experienced significant market activity, with several companies in the sector seeing notable stock price increases [1] - Innovation Medical (002173) reached the daily limit increase, indicating strong investor interest [1] - Xiangyu Medical saw a rise of over 15%, reflecting positive market sentiment towards the brain engineering sector [1] Group 2 - Other companies such as Aipeng Medical (300753), Sanbo Brain Science (301293), and Entropy Technology (301330) also experienced slight increases in their stock prices, contributing to the overall positive trend in the industry [1]

Core Viewpoint - The A-share market experienced a collective decline across the three major indices, indicating a bearish sentiment among investors [1] Market Performance - The Shanghai Composite Index closed at 3573.21 points, down 1.18%, with a trading volume of 845.893 billion [1] - The Shenzhen Component Index closed at 11009.77 points, down 1.73%, with a trading volume of 1,090.142 billion [1] - The ChiNext Index closed at 2328.31 points, down 1.66%, with a trading volume of 541.201 billion [1] Sector Performance - Major sectors such as coal, steel, chemical fiber, oil, non-ferrous metals, real estate, brokerage, insurance, electricity, and liquor all saw declines [1] - Conversely, the AI industry chain stocks showed resilience, with liquid cooling servers and computing power concepts performing strongly [1] - The assisted reproduction concept also saw gains, along with active performance in brain engineering and innovative drug concepts [1]

岩山科技7月31日收盘报5.74元，较前一交易日上涨1.23%。当日成交量为2778.21万手，成交金额达 15.81亿元，换手率为4.96%。 该公司属于互联网服务行业，同时涉及人脑工程、人工智能等概念领域。岩山科技是一家专注于信息技 术服务的企业，业务涵盖多个科技前沿领域。 7月31日主力资金净流入2957.49万元。近期国家医保局发布新规，支持脑机接口等医疗新技术进入临床 并收费，为人脑工程领域带来政策利好。 风险提示：股市有风险，投资需谨慎。 ...