证券代码：301367 证券简称：瑞迈特 北京瑞迈特医疗科技股份有限公司 投资者关系活动记录表 编号：2025—007 | | □特定对象调研 □ 分析师会议 | | | | --- | --- | --- | --- | | 投资者关系活动 | □ 媒体采访 □业绩说明会 | | | | 类别 | □ 新闻发布会 √路演活动 | | | | | □现场参观 | | | | | □其他 | | | | 参与单位名称 | 详见附件清单 | | | | 时间 | 2025 年 5 月 22 日-2025 年 月 23 日 | 5 | | | 地点 | 深圳、北京 | | | | 上市公司接待人 | 副总经理兼董事会秘书：杜祎程 | | | | 员姓名 | 证券事务代表：刘士岩 | | | | | 一、公司简要介绍 | | | | | 公司 2001 年成立，2003 年第一台多导睡眠监测仪上市，2007 | | | | | 年第一台 CPAP 睡眠呼吸机上市，2008 年通过 CE 认证，2012 | | 年 | | | 通过美国 认证，2016 年 新品牌成立，同年呼吸数据管 FDA BMC | | | | | ...

1.【仿生技术让水下机器人像鱼一样灵活游动】自然界中，鱼类能在水流复杂多变的水下灵活游动、 避开障碍，主要得益于身体两侧能感知水流变化的侧线系统。从中国科学院自动化研究所获悉，受这 一现象启发，该所科研人员开发了一种名为FlowSight的仿生侧线传感器，让水下机器人也能精准地 感知水流变化，像鱼儿一样灵活游动。相关研究成果在线发表于《IEEE机器人汇刊》。 (光明网) 2.【脑机接口柔性微电极植入机器人问世】从中国科学院自动化研究所获悉，该所科研团队成功研发 脑机接口柔性微电极植入机器人CyberSense。这台机器人能像缝纫机穿针引线一样，将比头发丝还 细的柔性微电极精准植入动物大脑，为脑机接口与脑科学研究提供支撑。"CyberSense具有自动化程 度高、可植入数量多、空间定位准、时间效率高、能灵活避让血管等优势，有效提高了成功率和植入 效果。"CyberSense项目负责人、中国科学院自动化研究所副研究员秦方博说，CyberSense可适配 多种型号的柔性微电极，应用于啮齿类、非人灵长类等动物的大脑皮层植入。 (科技日报) 3.【我国彩虹-YH1000无人物流机成功首飞，航程可达1500公里】 彩虹- ...

Group 1 - The Shanghai government has launched a "New Consumption Cultivation Action" plan aimed at fostering advanced digital consumption, focusing on the application of technologies like AI, virtual reality, and big data in the consumer sector [1] - The global AI Agent market is projected to grow from $5.1 billion in 2024 to $47.1 billion by 2030, with a compound annual growth rate (CAGR) of 44.8% [2] - The brain-computer interface market is expected to reach $3.3 billion by 2027, with a CAGR of approximately 13.5% [2] Group 2 - The primary application of invasive brain-computer interfaces is anticipated to be in the medical field, particularly for treating severe brain diseases and helping patients regain basic self-care abilities [3] - The low-altitude economy market is projected to reach 3.5 trillion yuan by 2035, with eVTOL (electric vertical takeoff and landing) aircraft being a significant component of this sector [3] - The humanoid robot market is rapidly developing, with various application scenarios including entertainment, educational services, and commercial cleaning [4][5] Group 3 - The demand for professional commercial cleaning robots is significantly higher than that for household cleaning robots, driven by the necessity for daily cleaning in commercial spaces [5] - Companies like Shanghai Qingtian Intelligent Technology Co., Ltd. are expanding their service robots into over 600 cities across 60 countries, covering various industries such as dining, hospitality, and healthcare [5]

近日，中国科学院自动化研究所脑图谱与类脑智能实验室（简称"脑与类脑实验室"）脑机接口与融合智能团队 自主研发的 柔性微电极植入机器人——CyberSense 通过深圳市"脑解析与脑模拟"重大科技基础设施（简 称"脑设施"）预验收，助力科学家将 "比头发丝更细更软"的柔性微电极 植入实验动物的大脑皮层，为脑机接 口与脑科学研究提供关键支撑。 柔性脑皮层微电极植入机器人CyberSense 植入式脑机接口是一个高度交叉的领域，涉及电极、芯片、脑外科、人工智能、神经解码等多种关键技术，需 要多学科协作创新和集成攻关。"现在的植入式电极已经做到比头发丝还细还柔软，能大大降低植入创伤和排 异反应。但要在豆腐般脆弱的脑组织里精准布线，人类医生根本无从下手，这时候就需要机器人'主刀医生'登 场。"中国科学院自动化研究所研究员余山说，高度自动化的植入机器人成为脑机接口领域的核心设备。 END 2025机器人产业需求调研问卷 诚邀您参与本次需求调研，扫码即可填写！ 如需咨询 商务合作、 宣传推广、 转载开白等事宜，请联系：18355423366 (微信同号)对接。 END 75家机器人上市公司2024年报亮点 机器人行业上市公 ...

Group 1: Industry Overview - Brain-computer interface (BCI) technology is advancing rapidly due to breakthroughs in artificial intelligence, neuroscience, and sensing technologies [1] - The Sichuan Provincial Economic and Information Technology Department has launched a plan to develop BCI products, aiming to complete the R&D of 3 invasive and 5 non-invasive BCI products by 2027 [1] - The plan also targets to serve over 50,000 medical patients annually by 2027 and to establish Sichuan as a national leader in BCI and human-computer interaction by 2030 [1] Group 2: Non-Invasive BCI Applications - Non-invasive BCI technology is expected to significantly improve the early diagnosis and treatment efficiency of Alzheimer's disease [2] - The technology aims to manage chronic diseases in the elderly through early screening and outpatient rehabilitation [2] - A project named "Swan Lake" has been developed for community-based early screening and non-drug interventions for mild cognitive impairment (MCI) [2][3] Group 3: Research Findings - Research involving over 3,000 elderly participants has shown that MCI patients exhibit abnormal frequency bands and network patterns [3] - Non-invasive BCI screening can achieve over 90% sensitivity using just 4 electrodes in a 5-10 minute test, enhancing the efficiency of MCI screening [3] - Non-invasive BCI techniques like transcranial magnetic stimulation (TMS) and transcranial electrical stimulation (TES) are being explored for outpatient rehabilitation of MCI [3] Group 4: Invasive BCI Innovations - Invasive BCI technology has achieved a breakthrough in the surgical treatment of gliomas, marking a significant advancement in neurosurgery [5][6] - The technology allows for real-time analysis of brain signals to differentiate tumor tissue from normal brain tissue, improving tumor resection rates [6] - The first successful application of invasive BCI technology for glioma surgery in China has been reported, showcasing its potential to enhance surgical outcomes [6][7] Group 5: Future Prospects - Invasive BCI technology not only maximizes safe tumor removal but also predicts tumor recurrence, potentially extending patient survival [7] - The industry is awaiting the development of mature products and technologies that could lead to transformative changes in medical practices [7]

Core Insights - The brain-computer interface (BCI) sector is experiencing significant advancements, with various developments in policy, clinical applications, and technology integration [1][4][6] Policy Developments - Sichuan province has launched a comprehensive action plan for brain-computer interface and human-computer interaction industries from 2025 to 2030, aiming to develop multiple BCI products and enhance clinical applications [4][5] - National policies are being introduced to support the development of BCI technology, including quality requirements for medical devices using BCI technology and guidelines for pricing new neuro-related medical services [4][5] Market Potential - The global BCI market is projected to reach $3.3 billion by 2027, with a compound annual growth rate (CAGR) of approximately 13.5% since 2019 [2] - In China, the BCI market is expected to grow to 3.2 billion yuan in 2024, with an annual growth rate of 18.8%, and is forecasted to exceed 5.5 billion yuan by 2027 [3] Clinical Applications - BCI technology is being applied in various medical fields, particularly in treating cognitive and motor disorders, with significant clinical trials underway [6][8] - The first clinical ward for BCI technology has been established at Beijing Tiantan Hospital, focusing on research and clinical trials [6] Technological Integration - Synchron has partnered with Apple to integrate its BCI device with Apple products, allowing users to control devices using only their thoughts [7] - Neuralink's BCI device has received "breakthrough medical device" designation from the FDA, targeting patients with severe neurological conditions [7][8] Future Outlook - The BCI industry is expected to continue evolving, with increasing clinical applications and technological advancements, although challenges related to safety, ethics, and privacy remain [8]

小而美、高弹性：港股创新药ETF（159567）跟踪国证港股通创新药指数，创新药企业权重90%为全市 场医药主题类指数中最高，有望把握AI赋能创新药研发、国产创新药出海、商业健康保险逐步完善的 创新药利好浪潮。 欧美市场的高支付能力与创新药的溢价空间，构成国产创新药出海的直接动力。以百济神州的泽布替尼 为例，其美国定价约6.3万元/瓶，而国内医保定价仅为1912元/瓶，中美售价相差超30倍。2025年一季 度，泽布替尼在美国销售额达5.63亿美元，同比增长60%，印证了"闯关欧美发达市场=手握全球通行 证"的商业逻辑。 港股创新药板块高盈利持续消化估值。港股创新药指数2月21日市盈率为64倍，5月22日最新市盈率仅为 25倍，不足两个月前的一半，当前布局性价比突出。 5月22日，港股市场低开震荡，港股创新药板块开盘下跌后快速反弹。港股创新药指数成分股中，金斯 瑞生物科技涨超5%，远大医药、亚盛医药-B、荣昌生物涨超3%，东阳光长江药业、中国生物制药涨超 1%。港股创新药ETF（159567）过去10个交易日资金净流入2.5亿元，市场热度较高。 广发证券认为，港股创新药板块作为具备全球竞争力的产业之一，其出海进 ...

Group 1 - The issuance of index-enhanced funds has surged this year, with 59 funds established, raising a total of 305.05 billion yuan, a 17-fold increase compared to last year's 11 funds that raised 130.54 billion yuan [1] - Public funds have actively participated in A-share private placements, with nearly 10 billion yuan invested, and over 80% of institutions reporting positive returns [1] - The number of low-fee funds has exceeded 1,000 for the first time, with several funds reducing management fees to as low as 0.15% [2] Group 2 - Several banks have reduced the interest rates on large certificates of deposit, with some rates now in the "1-digit" range, primarily due to pressure on net interest margins [3] - The active user base of securities apps reached 167 million in April, a 14.29% year-on-year increase, as brokerages enhance their digital services [4] - The restructuring of state-owned enterprises in the automotive sector is underway, with a focus on increasing industry concentration and competitiveness [4] Group 3 - China's direct investment in the EU and the UK has increased by 47% year-on-year, reaching 10 billion euros, driven by significant investments in electric vehicles and battery projects [5] - The commercial rollout of 5G-A networks has been completed, covering over 300 cities, presenting significant investment opportunities in the telecommunications sector [5] - A new brain-machine interface robot has been developed, enhancing the precision of electrode implantation for neuroscience research [6] Group 4 - OpenAI is acquiring the AI company io for approximately $6.5 billion, aiming to enhance its hardware capabilities with a team of 55 engineers [6] - Elon Musk predicts that the current chip supply constraints for AI will shift to a shortage of power generation capacity by mid-2026 [7] - Nvidia's CEO stated that U.S. export controls on AI chips to China have failed, resulting in significant sales losses for American companies [7] Group 5 - China Merchants Bank plans to exit a trust product with a value of 1.56 billion yuan at a 5% loss for investors if approved [8] - Vanke has signed a borrowing agreement with Shenzhen Metro Group for 4.2 billion yuan, using up to 6 billion yuan in stock as collateral [9] - AVIC Capital's stock will be delisted on May 27, 2025, following a decision by the Shanghai Stock Exchange [10] - Guokai Microelectronics is planning a major asset restructuring, leading to a temporary suspension of its stock [11]

Core Insights - The article highlights significant advancements in various sectors, including healthcare technology, artificial intelligence, and financial services, indicating a trend towards innovation and support for small businesses in China [1][3][4]. Healthcare Technology - Zhejiang University Second Hospital, in collaboration with several research institutes, successfully completed China's first "closed-loop spinal nerve interface" implantation surgery, marking a major breakthrough in the field of spinal nerve interfaces and neural function remodeling [1][10]. Financial Performance - Baidu reported a revenue of 32.452 billion yuan for Q1 2025, a year-on-year increase of 3% from 31.513 billion yuan in the same period last year. The adjusted operating profit was 5.33 billion yuan, exceeding estimates of 4.89 billion yuan. The adjusted EBITDA was 7.2 billion yuan (approximately 993 million USD), with an EBITDA margin of 22% [1][14]. - Weibo's Q1 2025 revenue reached approximately 2.883 billion yuan (396.9 million USD), with an adjusted operating profit of about 943 million yuan (129.5 million USD), surpassing Wall Street expectations [14]. Artificial Intelligence and Robotics - Shenzhen held the first Artificial Intelligence and Robotics Development Conference, unveiling the country's first government-affiliated AI agency and launching several action plans aimed at accelerating AI development in the region from 2025 to 2027 [3][7]. Small Business Support - The National Financial Supervision Administration and other departments issued measures to support small and micro enterprises in financing, emphasizing the establishment of a coordination mechanism to facilitate bank loans and improve financial services for these businesses [4][6]. Market Trends - The automotive sector saw the top ten SUV manufacturers sell 3.11 million units from January to April 2025, accounting for 69% of total SUV sales, with varying performance among manufacturers [5]. - The domestic gold jewelry price has risen above 1,000 yuan per gram, with significant daily increases noted, reflecting a recovery in the gold market [8]. Corporate Developments - Tencent Cloud launched an intelligent development platform, integrating advanced AI models and planning to release new 3D scene models [13]. - Alibaba's entertainment division rebranded as Whale Entertainment Group, aligning with its strategic focus on core entertainment services [13]. Investment Activities - Meitu announced a partnership with Alibaba involving a 250 million USD convertible bond agreement, indicating a strategic collaboration in e-commerce and AI technology [17].

记者近日从中国科学院自动化研究所获悉，该所科研团队成功研发脑机接口柔性微电极植入机器人 CyberSense。这台机器人能像缝纫机穿针引线一样，将比头发丝还细的柔性微电极精准植入动物大脑， 为脑机接口与脑科学研究提供支撑。 植入式脑机接口是一个高度交叉的领域，涉及电极、芯片、脑外科、人工智能、神经解码等多种关键技 术，需要多学科协作创新和集成攻关。"现在的植入式电极已经做到比头发丝还细还柔软，能大大降低 植入创伤和排异反应。但要在豆腐般脆弱的脑组织里精准布线，人类医生根本无从下手，这时候就需要 机器人'主刀医生'登场。"中国科学院自动化研究所研究员余山说，高度自动化的植入机器人成为脑机 接口领域的核心设备。 余山说，目前，CyberSense已成功支持了中国科学院半导体研究所和深圳微灵医疗科技有限公司等研制 的多种规格柔性微电极植入，服务于脑机接口和神经电生理研究。下一步，科研团队将继续开发柔性微 电极植入机器人系列产品，为促进国内脑机接口与脑科学发展贡献力量。 （文章来源：科技日报） 通过发挥在智能感知和机器人控制方面的技术强项，科研团队成功研发出CyberSense。"CyberSense具有 自动化程度 ...