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岩山科技(002195) - 2025年6月5日投资者关系活动记录表
2025-06-05 10:24
上海岩山科技股份有限公司 投资者关系活动记录表 编号:2025-002 | | □特定对象调研□分析师会议 | | | --- | --- | --- | | 投资者关系活动类 | □媒体采访□业绩说明会 | | | | □新闻发布会路演活动 | | | 别 | 现场参观 | | | | √其他(券商策略会) | | | 活动参与人员 | 汇丰晋信许晓威、人保资产李哲超、国泰海通杨林及国泰 | | | | 海通邀请的其他投资者 | | | 时间 | 2025 年 月 5 日 | 6 | | 地点 | 上海浦东香格里拉大酒店 | | | 形式 | 现场方式 | | | 上市公司接待人员 | 董事、董事会秘书张未名 | | | 交流内容及具体问 | 主要内容如下: | | | | 1、公司脑机接口业务团队有多大规模?公司运用脑机 接口技术操控《黑神话悟空》的技术水平如何?脑控技术 | | | | 有哪些应用场景? | | | | 公司脑机接口及类脑智能业务团队目前约 40 人。 | | | | 公司下属岩思类脑研究院基于稳态视觉诱发电位 | | | | (Steady State Visually Evoke ...
每日市场观察-20250604
Caida Securities· 2025-06-04 03:49
每日市场观察 2025 年 6 月 4 日 【今日关注】 周二是六月的第一个交易日,端午节期间外围市场虽有所波动,但 A 股 周二走势较稳,三大股指开盘小幅低开后,全天稳步上涨,收盘三大股 指均小幅收涨,沪指涨 0.43%,深证成指涨 0.16%,创业板指涨 0.48%。 沪深两市成交额超过 1.14 万亿元,量能基本维持前两个交易日的水平, 行业板块涨多跌少,农业、医药、银行、有色、传媒等行业涨幅居前; 细分行业方面,免疫治疗、创新药、培育钻石、数字货币、无人机等板 块热点较为突出,两市上涨股票数量接近 3400 只。 三大股指总体上维持震荡格局,从沪指的 K 线看,前期的调整未跌破 6 0 日均线,短线 K 线组合属于偏强势的氛围,但量能上略显不足;信息 面上,美国近期出台多项对华歧视性限制措施,包括发布 AI 芯片出口 管制指南、停止对华 EDA 的销售、宣布撤销中国留学生签证等,对 A 股 市场还是有一定影响,总体分析,市场继续延续震荡反弹的基调,投资 者操作上优化布局,轻指数,重个股。 近期从市场结构和资金运行的特征分析,在市场的震荡性行情中,更加 突出细分行业的成长亮点。从近期市场的表现看,医药中 ...
泡泡玛特再创历史新高,市值升破3100亿港元|首席资讯日报
首席商业评论· 2025-06-04 03:36
点评:潮玩龙头IP势能爆发,全球化扩张驱动市值新高。 2.微软将在瑞士投资4亿美元建设AI基础设施和云计算 微软日前在瑞士伯尔尼表示,将在瑞士投资4亿美元,用于人工智能基础设施和云计算。这笔资金将用于扩 大和升级微软在日内瓦和苏黎世附近的四个数据中心,以响应瑞士对人工智能和云计算服务日益增长的需 求。此次扩建将服务于现有和新客户,并确保数据存储在瑞士境内,这对医疗、金融和政府等行业来说是 一项重要要求。微软还将扩大与中小企业的合作,并加大培训力度,帮助人们使用人工智能和数字工具。 目前微软在瑞士拥有1000名员工,但没有详细说明这笔投资未来将创造多少就业岗位。 3.监管摸排资本市场小作文情况,整治网络"黑嘴"乱象 记者了解到,有地方证监局向涉资本市场主体(含上市公司、机构)下发通知,摸排涉股市"小作文"线索、 案例及建议,旨在更好推动整治资本市场网络"黑嘴"伤企乱象,共同营造风清气正的资本市场舆论环境。此 次摸排是对政策端的执行,日前中央网信办公开印发《关于开展"清朗•优化营商网络环境⼀整治涉企网 络'黑嘴'"专项行动的通知》。 点评:重拳整治虚假信息,净化市场生态,护航投资者权益。 4.估值达90亿美元,马 ...
一线城市新房价格领涨,近两百家中小银行撤并 | 财经日日评
吴晓波频道· 2025-06-04 00:49
点击上图 ▲立即加入 5月财新制造业PMI降至48.3 6月3日,标普全球公布的数据显示,中国5月财新制造业PMI为48.3,较4月前值50.4下降2.1%,为2024年10月来首次跌至临界点以下。标普全 球指出,当月制造业景气放缓,主要是新订单减少。新接业务量录得逾两年半以来最显著收缩,受访企业反映需求环境恶化,同时一定程度上也 是出口订单连续两月下滑所致。随着新业务量减少,制造业产出在19个月来首度录得下降。 此前,国家统计局公布的5月制造业PMI回升至49.5,比上月上升0.5%,制造业景气水平改善,非制造业延续扩张。大型制造业企业PMI升至临 界点以上,高技术制造业延续扩张,连续4个月保持在扩张区间;进出口指数均有回升。(华尔街见闻) |点评| 5月财新PMI和官方PMI一降一升,主要还是因为来自出口端的扰动。财新PMI的统计样本更侧重于东南沿海的中小型出口企业,而官 方PMI则更为全面,大型企业数量更多。5月中美贸易关系略有缓和,部分陷入停滞的美国出口订单重新恢复。贸易商们的信心略有修复,却仍 在担心后续两国贸易关系大概率还会有很多反复,出口新订单指数保持低位运行。 国内需求缓慢修复,主要集中在有" ...
钛媒体科股早知道:这类技术正从实验室快速走向商业化应用
Tai Mei Ti A P P· 2025-06-04 00:01
Group 1: Quantum Communication - A Chinese research team has proposed a new theoretical framework for long-distance, large-scale, scalable quantum direct communication, successfully achieving a 300-kilometer quantum direct communication network among four nodes [2] - The fidelity of the shared quantum state between nodes remains above 85% after transmission, confirming the reliability of the scheme for long-distance communication [2] - The global quantum industry is projected to reach $5 billion in 2024 and exceed $800 billion by 2035, with a CAGR of 59% [2] Group 2: Analog Chip Market - The global inventory cycle for analog chips is believed to have bottomed out after nearly six quarters of adjustment, according to a report from CITIC Securities [3] - The analog chip market is driven by long-term demand from consumer electronics, automotive electronics, and industrial control, as well as emerging fields like AI and electric vehicles [3] Group 3: Brain-Computer Interface (BCI) Technology - The first clinical ward for brain-computer interface technology has been established at Beijing Tiantan Hospital, marking a significant step towards the clinical application of BCI technology [4][5] - The year 2025 is seen as a critical year for the formal entry of BCI technology into clinical settings in China, with plans for multiple invasive product trials by 2030 [5] - Major milestones in the BCI field include Neuralink receiving FDA approval for human clinical trials and the completion of the first wireless implantation surgery in China [5] Group 4: Stablecoin Regulation in Hong Kong - The Hong Kong government has officially enacted the Stablecoin Ordinance, establishing a licensing system for issuers of fiat-backed stablecoins [6] - This regulation aims to promote financial innovation while maintaining financial stability, marking a significant advancement in Hong Kong's digital asset landscape [6] - The regulatory framework for stablecoins is expected to enhance cross-border payment efficiency and compliance, facilitating the integration of stablecoins with real-world assets (RWA) [6]
专家访谈汇总:脑机接口进入医保,只要6500元
阿尔法工场研究院· 2025-06-03 16:19
Group 1: Gold Market Insights - Despite a slight strengthening of the dollar, the mainstream market expectation is that the Federal Reserve will initiate a rate cut cycle by 2025, supported by recent moderate inflation data, which is a core driver for gold prices [1] - As the interest rate hike cycle approaches its end, the trend of declining real interest rates is clear, reducing the opportunity cost of holding gold as a non-yielding asset, thus solidifying the mid-term bullish outlook [1] - The expansion of the U.S. fiscal deficit raises concerns about the sustainability of U.S. debt, coupled with the Biden administration's tough stance on international trade, leading to systemic doubts among investors regarding the dollar and U.S. assets [1] Group 2: Brain-Computer Interface Market - Hubei Province has included invasive brain-computer interface surgeries in medical insurance, priced at 6,552 yuan (approximately 936 USD), significantly lower than Neuralink's cost of 50,000 USD, highlighting a competitive advantage [1] - The price difference reflects not only lower manufacturing and surgical costs but also China's systematic support for brain-computer interface technology in medical policies, which is expected to stimulate large-scale market demand, particularly in rehabilitation, elderly care, and treatment of neurological diseases [1] - Advanced flexible electrode technology, significantly smaller than a human hair, enables paralyzed patients to control games with their minds, while Brain Tiger Technology's "North Brain No. 1" allows epilepsy patients to operate WeChat and Taobao through brain control, showcasing technological advancements comparable to Neuralink [1] Group 3: Collagen Market Dynamics - The controversy surrounding Giant Bio's "Kefumei" product's collagen content is fundamentally a market competition between two technological routes: hyaluronic acid vs. recombinant collagen [1] - Huaxi Bio's active involvement and direct questioning of the capital market's excessive hype around the "recombinant collagen" concept indicate its defensive posture amid profit declines and industry shifts [1] - According to Frost & Sullivan, the overall collagen market is projected to reach 173.8 billion yuan by 2027, significantly surpassing the current scale of the hyaluronic acid industry, with a compound annual growth rate exceeding 50% [1] Group 4: Dairy Industry Challenges - Bright Dairy is facing a structural downturn in the industry characterized by weak consumer demand and intensified price wars, coupled with conservative internal business strategies, leading to a decline from being the "first stock in dairy" to a marginal competitor [3] - Although it maintains a leading position in the low-temperature milk sector, its market share is being closely approached by Yili and Mengniu, with emerging brands continuously eroding its market share [3] - For investors, this indicates that Bright Dairy currently lacks a stable competitive moat and core growth drivers, and without structural transformation, its long-term value will continue to be eroded [3] Group 5: Hair Care Market Trends - The hair care market is expected to grow from 22 billion yuan in 2025 to 50 billion yuan by 2030, with a compound annual growth rate of 15.3%, significantly outpacing the overall personal care industry [5] - The user base is projected to exceed 300 million, with young people, women, and postpartum groups being the main driving forces, as consumption scenarios expand from simple hair loss prevention to "daily care + precise repair + digital experience" [5] - AI scalp detection and genetic screening are creating personalized solutions, significantly improving user retention rates, with repurchase rates reaching over 45% [5]
智通港股解盘 | 特朗普下最后通牒催化市场 美元弱化资源类走强
Zhi Tong Cai Jing· 2025-06-03 13:11
Group 1 - The US government is pressuring countries to submit their best trade negotiation proposals by June 4, including tariffs and quotas for purchasing US agricultural products, or face punitive measures [1] - The Chinese government is tightening controls to prevent illegal outflow of strategic minerals, with various provinces enhancing regulatory measures [2] - The weakening of the US dollar is becoming a consensus among Wall Street banks, with the ICE dollar index down 8.9% year-to-date, leading to a rise in gold prices [3] Group 2 - Circle, a major stablecoin company, is set to go public on June 5, marking the first IPO in the stablecoin sector, which has positively impacted related stocks [4] - The Chinese government has issued new policies to improve the electricity service environment, which is expected to lower costs for small private enterprises and benefit power equipment companies [7] - Pharmaron, a leading CRO, is expanding its reach into overseas markets by investing in a healthcare fund, with a significant increase in revenue and new orders reported [8][10]
脑机接口板块热度升温!微创脑科学涨逾19.9%
Sou Hu Cai Jing· 2025-06-03 11:44
Group 1 - The brain-computer interface (BCI) concept stocks experienced a significant surge, with companies like Guanhao Biological and Xiangyu Medical seeing substantial gains [2] - Neuralink, a startup owned by Elon Musk, announced the completion of a $650 million Series E funding round, reigniting interest in the BCI sector [2] - BCI technology aims to facilitate communication between the brain and external devices, potentially addressing various neurodegenerative diseases [2] Group 2 - The first clinical cohort study for BCI has officially started, aiming to validate the effectiveness and safety of implanted BCIs in treatment [3] - Recent advancements in BCI technology include a demonstration where a subject controlled a video game using thought, marking a significant milestone in invasive BCI trials [3] - National and local policies are increasingly supportive of BCI development, with initiatives to streamline clinical application and pricing for BCI services [3] Group 3 - Many institutions express optimism about the BCI industry's future, viewing it as a core technology for next-generation human-machine interaction [4] - The application of BCI technology is expected to focus primarily on medical rehabilitation in the short term [4] - Continuous technological advancements and favorable policies are anticipated to accelerate the commercialization of BCI companies in China [4]
脑机接口,现在可以刷医保了
3 6 Ke· 2025-06-03 11:29
但在2025年的中国,这样的"黑科技",已经正式进医保了! 今年3月,湖北省率先在全国公布了脑机接口的医疗服务价格标准,侵入式脑机接口植入手术仅需6552元人民币(约936美元),非侵入式更是低至966元 人民币(约138美元)。 按照马斯克自己的说法,Neuralink在量产后的价格大约为5000美元至1万美元;考虑术后监测、康复等,保险公司报销后的总费用可能高达5万美元(约35 万人民币) 这差距不是一点半点,而是几十倍!这相当于是中国科技的又一次降维"逆袭";而这还不是全部。 提到脑机接口,很多人想到的,往往是科幻片里高不可攀的黑科技。 就在今年第一季度,国内的阶梯医疗已经完成了中国首例侵入式脑机接口临床试验,成为全球第二家(仅次于Neuralink)、中国第一家进入产品临床试 验阶段的侵入式脑机接口公司。 并且,相比Neuralink,阶梯医疗的产品尺寸更小、柔软程度更高。 阶梯医疗开发的超柔性电极 通过微纳加工工艺和材料科学,阶梯医疗将电极做到了细胞尺寸,即一根头发丝的1/100。 靠着这项技术,阶梯医疗成功让一个瘫痪多年,连手指都动不了的患者,靠脑子直接玩马里奥赛车,操控小车在赛道上漂移、冲刺! ...
马斯克的脑接机口公司又融资了,估值百亿美元!
第一财经· 2025-06-03 09:36
2025.06. 03 本文字数:1071,阅读时长大约2分钟 作者 | 第一财经 钱童心 当地时间6月2日,马斯克的脑机接口公司Neuralink宣布,公司的脑植入设备已进入临床试验阶段, 并在最新一轮融资中筹集了6.5亿美元。 在上一轮的融资后,Neuralink估值已经达到90亿美元,最新融资后,该公司的估值将突破百亿美 元。 Neuralink表示,最新一轮融资的主要投资者包括 ARK Invest、G42、Human Capital、 Lightspeed、卡塔尔投资局(QIA)、红杉资本、Thrive Capital等。 目前,中国和美国的脑机接口设备都已经开始进入临床阶段,意念控制设备("脑控")已经实现, 未来脑机接口设备还将帮助患者恢复语言和视觉功能。 去年,Neuralink公司用于视觉恢复的脑机接口设备获得了美国FDA"突破性"设备标签;上个月,该 公司用于语言恢复的脑机接口设备又获得了同样的标签。 Neuralink公司表示:"这笔新资金将帮助我们将技术惠及更多人,帮助那些医疗需求尚未得到满足 的人恢复独立生活,并突破脑机接口的极限。" Neuralink已在美国、加拿大和中东启动了脑 ...