Core Insights - The company has successfully transformed from an automotive parts manufacturer to a leading player in the internet gaming industry, capitalizing on China's digital transformation strategy since 2014 [1][2] - In the first half of 2025, the company reported significant growth with revenue reaching 17.2 billion yuan, a year-on-year increase of 85.5%, and net profit soaring to 2.656 billion yuan, up 129.33% [1] Business Segments - The company operates three main business segments: internet gaming, automotive parts manufacturing, and artificial intelligence cloud data, while also exploring cutting-edge fields like AI and brain science [1][2] - The company has made substantial investments in "hard technology" and virtual-interactive fields, including the development of digital therapy products for conditions like ADHD and Alzheimer's [3] Technological Innovations - The company has engaged in the construction of a digital red culture experience space, integrating AR, VR, and AI technologies to enhance cultural education [3] - It has also invested in AI-driven quality inspection robots for various industries, addressing challenges like labor shortages and high energy consumption [4] Global Expansion - Century Games, a subsidiary, has expanded its gaming business globally, covering over 200 countries and regions, and has seen explosive growth through innovative game releases [5][6] - The game "Whiteout Survival" has achieved over 100 million downloads and topped global mobile game revenue charts, significantly contributing to the company's overseas income of 8.958 billion yuan in the first half of 2025 [6] Cultural Initiatives - The company integrates traditional culture into gaming, creating immersive experiences that promote cultural heritage through modern technology [7] - Collaborations with educational institutions have led to the development of games that serve as resources for traditional culture education [7] Social Responsibility - The company has established a sustainable development committee and has made over 30 million yuan in charitable donations, focusing on community service and social responsibility [8][9] - It has initiated various projects aimed at protecting minors and enhancing digital literacy, demonstrating a commitment to social trust and responsibility [9]

值得关注的是，国家药监局最新批准发布了《采用脑机接口技术的医疗器械术语》医疗器械行业标准。 这是中国第一项脑机接口医疗器械标准，为脑机接口医疗器械产业高质量发展奠定基础。该标准将于 2026年1月1日正式实施。 脑动极光-B(06681)拉升逾14%，截至发稿，涨14.08%，报8.5港元，成交额3.11亿港元。 消息面上，近日，工业和信息化部部长李乐成在第25届中国国际工业博览会开幕式上致辞时表示，要实 施培育新兴产业打造新动能行动，统筹技术创新、规模化发展和应用场景建设，加快打造一批新兴支柱 产业；建立未来产业投入增长机制，加强前沿技术研发和应用推广，开辟人形机器人、脑机接口、元宇 宙、量子信息等新赛道，创建一批未来产业先导区。 据了解，脑动极光核心产品是脑功能信息管理平台软件系统，为中国首款获得监管批准的认知障碍数字 疗法产品。公司将脑科学与人工智能技术相结合，其核心产品系统具备虚拟人技术和AI技术等独特技 术优势。作为中国首家开发出针对认知障碍的医疗级数字疗法产品的公司，具有先发优势。其核心产品 已纳入中国30个省份的省级医保报销目录，且公司已成功帮助超过120家医院在中国建立认知中心，其 中包括多家 ...

Group 1 - The core concept of the article revolves around the innovative digital therapy solutions provided by Yuan Yikang Health Technology Co., Ltd., which utilizes virtual reality to treat phobias and cognitive disorders [1][4] - Yuan Yikang's therapy involves immersive experiences where patients wear headsets to simulate high-altitude environments, gradually increasing their tolerance to heights [2][3] - The company integrates XR (Extended Reality) and AI technology to offer personalized treatment plans, enhancing diagnostic efficiency and resource management in healthcare [3][4] Group 2 - The digital therapy industry in Hainan has gained significant attention, with the province implementing over 30 supportive policies since 2022 to promote the sector [4] - By July 2025, Hainan is expected to host 73 digital therapy companies, with many being leading firms in their respective niches, particularly within the Hainan Eco-Software Park [4] - Yuan Yikang's cognitive function assessment and training software has received multiple certifications, including EU CE and UK MHRA, and is being marketed in Southeast Asia and Europe [4] Group 3 - The potential applications of digital therapy extend beyond phobias, exploring treatments for PTSD, addiction, autism, and cognitive recovery in elderly patients [5]

Core Viewpoint - The stock of Brainstorm Aurora-B (06681) experienced significant volatility, reaching a new high of 13.8 HKD before dropping over 14% in the afternoon, with a total trading range of 32% throughout the day [1] Group 1: Stock Performance - The stock had previously risen for four consecutive trading days, accumulating a total increase of 125% [1] - As of the latest report, the stock was down 14.84%, trading at 10.04 HKD, with a total transaction volume of 1.724 billion HKD [1] Group 2: Market Activity - Starting from September 8, Brainstorm Aurora was officially included in the Hong Kong Stock Connect list [1] - On September 9, the company attracted southbound capital for stock accumulation, with northbound investors holding 2.1124 million shares, representing 1.66% of total shares [1] Group 3: Company Overview - Brainstorm Aurora is the first domestic company to develop medical-grade digital therapy products targeting cognitive impairment [1] - Its core product is the first cognitive impairment digital therapy product in China to receive regulatory approval, with the first registration certificate obtained in September 2018 [1] Group 4: Financial Performance - In the first half of this year, the company reported revenue of 100 million RMB, reflecting a year-on-year increase of 92.82% [1] - The adjusted net loss for the same period was 88.022 million RMB, which is an increase of 11.64% year-on-year [1]

消息面上，9月8日起，脑动极光正式获纳入港股通名单。数据显示，9月9日，脑动极光获得南下资金建 仓，截至9月12日，北水持股为2112.4万股，持股占比为1.66%。据悉，脑动极光是国内首家开发出针对 认知障碍的医疗级数字疗法产品的公司，其核心产品也是国内首个获得监管批准的认知障碍数字疗法产 品(2018年9月获得产品首张注册证)。值得注意的是，今年上半年，该公司取得收入1亿元，同比增加 92.82%；经调整净亏损8802.2万元，同比增加11.64%。 脑动极光-B(06681)早盘高见13.8港元创上市以来新高，午后跌幅扩大逾14%，全天振幅达32%。值得注 意的是，该股此前连续四个交易日走高，累计涨幅高达1.25倍。截至发稿，跌14.84%，报10.04港元， 成交额17.24亿港元。 ...

9月15日，脑动极光-B(06681)以近乎狂暴的方式闯入投资者视野。该股股价在早盘一度飙涨超83%，触 及13.78港元的上市新高，短短半日换手率便高达15.35%。若将时间线拉长至其入选港股通(9月8日)以 来，其最大涨幅已达到惊人的1.6倍。 这其中，30.107%的换手率尤为关键。这意味着在极短时间内，近三分之一的流通股本完成了换手，这 是一个颠覆性的筹码大转移过程：旧的持仓结构(包括长期投资者与历史套牢盘)被彻底打破，新的、看 好公司"入通"后长期价值的资金全面接手。这种彻底的换血，不仅为股价的飞跃扫清了障碍，更将市场 的平均持股成本抬升至9.286港元，构成了未来股价一道坚实的价值支撑线。 多空博弈："假阴真涨"与量能真相 K线形态与涨跌关系的微妙悖论，揭示了多空博弈的复杂性。区间内上涨4天，但阳线仅3天。这种差异 源于9月8日——股价大幅高开，盘中遭遇抛压回落，致使收盘价低于当日开盘价(形成一根"阴线")，但 收盘价仍高于前一日收盘价(因此统计为"上涨")。 这种"假阴真涨"的K线，是多空双方短兵相接、搏杀惨烈的标志。它表明多头在奋力上攻时，遭遇了空 头(获利盘与解套盘)的猛烈反扑。 然而，量能 ...

9月15日，脑动极光-B(06681)以近乎狂暴的方式闯入投资者视野。该股股价在早盘一度飙涨超83%，触 及13.78港元的上市新高，短短半日换手率便高达15.35%。若将时间线拉长至其入选港股通(9月8日)以 来，其最大涨幅已达到惊人的1.6倍。 智通财经APP认为，脑动极光的此次暴涨，是"入选港股通"带来的巨大流动性红利与"国内认知障碍数 字疗法第一股"稀缺基本面的一次完美共振。本文将从数据层面深度解构这场价值重估盛宴的资金逻辑 与市场博弈。 战略全景：极致的多头风暴与筹码大转移 自9月8日正式入选港股通至9月15日早盘，脑动极光在6个交易日内上演了一场极致的多头行情。区间数 据显示：涨幅达88.91%，振幅高达158.23%，换手率30.107%，总成交额35.4亿港元。 | ●○○ | | | 06681 区间统计 | | | | | --- | --- | --- | --- | --- | --- | --- | | 起始时间:2025-09-08 ◀ ▶ | | | 终止时间:2025-09-15 ◀ 绕计个数:6 | | | | | 13.780 最高: | 最低: | 5.220 | 总量: ...

Group 1 - The market perceives that companies listed on the Hong Kong stock market benefit from being included in the Hong Kong Stock Connect, as it attracts southbound capital and enhances company visibility [1] - Brain动极光-B (06681.HK) experienced a significant price increase, rising by 32% last Friday and peaking at over 80% before a notable pullback, ultimately trading at HKD 10.4, reflecting a nearly 40% increase [1] - Since entering the Hong Kong Stock Connect, Brain动极光-B has seen its stock price nearly double, with a peak increase exceeding 100% within a week [1] Group 2 - Brain动极光 is the first Chinese company to combine brain science with advanced artificial intelligence to develop medical-grade digital therapy products for cognitive impairments [3] - The company's product pipeline addresses a wide range of cognitive impairments caused by vascular diseases, neurodegenerative diseases, mental disorders, and developmental defects in children [3] - In the first half of this year, Brain动极光 reported revenue of RMB 100 million, marking a year-on-year growth of 92.82% [3] Group 3 - Other stocks that entered the Hong Kong Stock Connect on September 8 also experienced significant price increases, such as药捷安康-B (02617.HK) with a cumulative rise of over 220% and映恩生物-B (09606.HK) with a cumulative rise of over 30% [3]

消息面上，9月8日起，脑动极光正式获纳入港股通名单。据悉，脑动极光是国内首家开发出针对认知障 碍的医疗级数字疗法产品的公司，其核心产品也是国内首个获得监管批准的认知障碍数字疗法产品 (2018年9月获得产品首张注册证)。9月12日，脑动极光公众号称，公司系列产品获北京市新技术新产品 新服务证书。产品以智能评估和精准干预为核心，并具备以下优势：依托大样本常模，实现精准评估； 多模态精细化评估，提升干预效能；智能数字诊疗平台，突破场景限制。 脑动极光-B(06681)早盘一度大涨超83%，高见13.78港元创上市新高，入通以来该公司股价累涨1.3倍。 截至发稿，涨61.73%，报12.13港元，成交额10.54亿港元。 ...

消息面上，9月8日起，脑动极光正式获纳入港股通名单。据悉，脑动极光是国内首家开发出针对认知障 碍的医疗级数字疗法产品的公司，其核心产品也是国内首个获得监管批准的认知障碍数字疗法产品 (2018年9月获得产品首张注册证)。9月12日，脑动极光公众号称，公司系列产品获北京市新技术新产品 新服务证书。产品以智能评估和精准干预为核心，并具备以下优势：依托大样本常模，实现精准评估； 多模态精细化评估，提升干预效能；智能数字诊疗平台，突破场景限制。 智通财经APP获悉，脑动极光-B(06681)早盘一度大涨超83%，高见13.78港元创上市新高，入通以来该 公司股价累涨1.3倍。截至发稿，涨61.73%，报12.13港元，成交额10.54亿港元。 ...