Group 1 - The ChiNext index experienced a significant rise, driven by the performance of the optical module and medical device sectors [1] - Other sectors such as gas, port shipping, and brain-computer interfaces also saw gains, while energy metals and military equipment sectors faced adjustments [1] - The trading volume of the ChiNext ETF (159915) exceeded 1.6 billion yuan during the morning session [1]

Core Viewpoint - Beijing Zhirun Medical Technology Co., Ltd. has completed over 300 million RMB in Series A financing, indicating strong market recognition of its technology and commercialization prospects [3] Group 1: Company Overview - Zhirun Medical focuses on developing a next-generation invasive flexible brain-computer interface (BCI) platform, aiming to revolutionize human-machine interaction [4][5] - Since its establishment in 2022, Zhirun Medical has raised nearly 500 million RMB in total funding, reflecting significant investor confidence in its technological direction [3] Group 2: Technology and Innovation - The invasive BCI technology is gaining attention due to its high bandwidth capabilities, which surpass non-invasive and semi-invasive methods in signal acquisition and neural control [5] - Zhirun Medical has chosen the challenging invasive technology route, similar to Elon Musk's Neuralink, based on a deep understanding of BCI technology's essence [5][6] Group 3: Key Technical Developments - The core of invasive BCI development lies in electrode technology, with Zhirun Medical pioneering high-throughput flexible electrodes that have received patent authorization in both China and the U.S. [7] - The company's innovative design addresses electrode displacement issues, significantly reducing inflammation and ensuring long-term signal stability [7][10] Group 4: Strategic Positioning and Future Plans - Zhirun Medical has established a complete closed-loop system from R&D to large-scale production, ensuring full control over clinical-grade products [10] - The company is well-positioned to leverage recent government policies aimed at promoting BCI industry innovation, aligning its strategy with national objectives [10][11] Group 5: Market Potential and Investor Sentiment - Investors express strong confidence in the commercial potential of invasive BCI technology, highlighting Zhirun Medical's unique position in the market and its comprehensive approach to technology development [11][12] - The company is seen as a leading contender in the BCI field, with expectations for its technology to address unmet medical needs and expand into various applications [11][12][12]

今天上午，上证指数盘中最高冲至3669.04点，再创今年以来新高，逼近2024年10月8日的盘中高点3674.4点。伴随指数再创阶段新高，今天上午，几个"老 面孔"盘中股价又创历史新高：农业银行、新易盛、胜宏科技、工业富联。 被网友称为"AI一哥"的寒武纪（688256）上午在各大投资群刷屏。经历早盘震荡调整，10:12左右，寒武纪开始拉升，之后涨幅不断扩大，上午上涨 15.61%，报817.8元/股，时隔5个月，股价重返800元，且逼近前期的历史高点818.87元。寒武纪上午成交额为89.36亿元，居A股第一。在寒武纪拉升过程 中，半导体板块跟随走强，光刻机板块领涨。 上午收盘，上证指数上涨0.51%，深证成指上涨0.34%，创业板指上涨0.91%。 | 大金融走强 | | --- | | 今天上午，大金融再度走强，多元金融、保险、银行、证券等板块集体上涨。 | | 多元金融板块领涨，九鼎投资、南华期货等个股大涨。证券板块中，国盛金控涨停。 | | 银行板块中，除了农业银行，邮储银行上午盘中股价也创历史新高。 | | 兴业银行 | 23.21 | 1.44% | 4912亿 | | --- | --- | ...

Market Performance - The Shanghai Composite Index reached a new high of 3669.04 points, approaching the previous high of 3674.4 points from October 8, 2024 [1] - The index closed up 0.51%, with the Shenzhen Component Index rising 0.34% and the ChiNext Index increasing by 0.91% [3] Financial Sector Strength - The financial sector showed strong performance, with multi-financial, insurance, banking, and securities sectors collectively rising [4] - Notable stocks included Agricultural Bank and Postal Savings Bank, both reaching historical highs [4] Bank Performance Insights - Major banks like Industrial Bank, CITIC Bank, and China Merchants Bank showed positive percentage increases, with Industrial Bank up 1.44% and CITIC Bank up 1.33% [5] - The market anticipates better-than-expected net interest margins and stable asset quality as banks enter the mid-year reporting season [5][6] Brain-Computer Interface Sector Growth - The brain-computer interface sector experienced significant gains, with stocks like Maikangde and Xiangyu Medical leading the rise [8][9] - Recent government initiatives aim to promote the development of the brain-computer interface industry, with a focus on establishing a robust technological and industrial framework by 2027 [11] Regulatory Support for Brain-Computer Interfaces - The National Healthcare Security Administration has issued guidelines to facilitate the pricing and clinical application of brain-computer interface technologies, paving the way for faster commercialization [12] - Industry experts highlight the diverse application scenarios and significant commercial potential in the brain-computer interface sector, particularly in non-invasive products [12]

今天上午，上证指数盘中最高冲至3669.04点，再创今年以来新高，逼近2024年10月8日的盘中高点3674.4点。伴随指数再创阶段新高，今天上午，几个"老 面孔"盘中股价又创历史新高：农业银行、新易盛（300502）、胜宏科技（300476）、工业富联（601138）。 被网友称为"AI一哥"的寒武纪（688256）上午在各大投资群刷屏。经历早盘震荡调整，10:12左右，寒武纪开始拉升，之后涨幅不断扩大，上午上涨 15.61%，报817.8元/股，时隔5个月，股价重返800元，且逼近前期的历史高点818.87元。寒武纪上午成交额为89.36亿元，居A股第一。在寒武纪拉升过程 中，半导体板块跟随走强，光刻机板块领涨。 上午收盘，上证指数上涨0.51%，深证成指上涨0.34%，创业板指上涨0.91%。 | | | | 兴业银行 | 23.21 | 1.44% | 4912亿 | | --- | --- | --- | --- | | 融 601166 | | | | | 中信银行 | 8.35 | 1.33% | 3404亿 | | 融 601998 | | | | | 民生银行 | 4.95 | 1.23% ...

1、脑机接口 麦澜德、翔宇医疗、麒盛科技、创新医疗等多股上涨。 消息面上，近日，包括国家卫健委、药监局在内的七部门联合发布了《工业和信息化部国家发展改革委教育部国家卫生健 康委国务院国资委中国科学院国家药监局关于推动脑机接口产业创新发展的实施意见》（下文简称《实施意见》），标志着我 国首次将脑机接口从一个前沿科研领域正式提升为国家级产业战略。 2、液冷服务器 申菱环境、博汇股份、新朋股份、大元泵业等多股上涨。 8月12日消息，三大指数早盘走强，创指半日涨近1%。板块方面，脑机接口概念早盘强势，麦澜德涨超10%领涨；临近午 盘港口航运板块拉升，南京港触及涨停；液冷服务器概念活跃，新朋股份、大元泵业双双涨停；下跌方面，锂矿股陷入回调， 永杉锂业、融捷股份跌幅居前；军工装备板块集体走弱，捷强装备、佳驰科技领跌；稀土永磁板块走低，奔朗新材跌幅居前。 总体来看，个股跌多涨少，下跌个股超3300只。 截至午间收盘，沪指报3666.33点，涨0.51%；深成指报11330.34点，涨0.34%；创指报2401.52点，涨0.91%。 盘面上，燃气、港口航运、脑机接口板块涨幅居前，能源金属、军工装备、稀土永磁板块跌幅居前。 ...

Market Overview - A-shares experienced a rebound on August 12, with a half-day trading volume of 1.2 trillion, an increase of approximately 59 billion compared to the previous day [1] - The Shanghai Composite Index rose by 0.51%, the Shenzhen Component Index increased by 0.34%, and the ChiNext Index gained 0.91% [1] - Strong performance was noted in the financial sector, including brokerage, insurance, and banking, with Guosheng Jinkong hitting the daily limit [1] Sector Highlights Brain-Computer Interface Sector - The brain-computer interface and medical device sectors saw significant gains, with companies like Qisheng Technology and Innovation Medical leading the rise [2] - The Ministry of Industry and Information Technology and six other departments recently issued guidelines to promote the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 [2] Liquid Cooling Server Concept - Stocks related to liquid cooling servers rebounded, with companies like Xinpeng Co. and Dayuan Pump Industry hitting the daily limit [3] - According to Zheshang Securities, the liquid cooling market is expected to grow rapidly, with projected market sizes of 354 billion, 716 billion, and 1,082 billion from 2025 to 2027 [3] Xinjiang Revitalization Concept - The Xinjiang revitalization concept saw renewed activity, with companies like Bayi Steel and Beixin Road Bridge achieving three consecutive daily limits [4] - The establishment of a new railway company with a registered capital of 95 billion is expected to accelerate development in the region, supported by significant infrastructure projects [4] Consumer Retail Sector - The retail sector strengthened, with stocks like Guoguang Chain and Hebai Group hitting the daily limit [5] - Customs data indicated that July's export total reached 321.8 billion, a year-on-year increase of 7.2%, surpassing market expectations [5] Institutional Insights Huaxi Securities - Huaxi Securities emphasized the upward trend of the current A-share market, driven by various sources of incremental capital, including institutional and retail investors [6] - The firm remains optimistic about A-shares reaching new highs in 2024, supported by a shift in asset allocation towards equity assets [7] Zhongyuan Securities - Zhongyuan Securities noted that the domestic liquidity remains ample, with margin trading balances exceeding 2 trillion, indicating potential for further capital inflow [8] - The firm anticipates a steady upward trend in the A-share market, while cautioning against potential performance pressures on high-valuation stocks [8] Dongfang Securities - Dongfang Securities believes that the Shanghai Composite Index is close to reaching last year's high, with a positive outlook for market rotation [9] - The firm suggests focusing on sectors like military, robotics, and aerospace communications for potential investment opportunities [9]

另外，锂矿股回调，永杉锂业、融捷股份跌超4%，锂业分会倡议抵制"内卷式"恶性竞争；军工装备板 块走低，捷强装备、佳驰科技跌超6%；稀土永磁概念股普跌，奔朗新材跌超5%，盛和资源、久吾高科 跌超4%。(格隆汇) MACD金叉信号形成，这些股涨势不错！ 格隆汇8月12日｜A股三大指数集体收涨，截至午盘，沪指涨0.51%报3666.33点，深成指涨0.34%，创业 板指涨0.91%，北证50指数跌0.33%。沪深京三市半日成交额12101亿元，较上日放量605亿元，全市场 超1800只个股上涨。 盘面上，产业创新发展实施意见发布，脑机接口概念走强，麦澜德涨近17%，翔宇医疗涨超10%；港口 航运板块盘中短线拉升，南京港涨停，国航远洋涨近11%；燃气板块全线上涨，东方环宇、新疆火炬、 洪通燃气涨停；地产股普涨，沙河股份、电子城涨停，深振业A涨超8%；银行股集体上涨，农业银行 盘中一度涨近2%续创新高，光大银行、工商银行等涨超1%。 ...

Group 1 - The core viewpoint of the article highlights the significant funding round completed by Zhiran Medical, raising over 300 million yuan, bringing the total financing to nearly 500 million yuan since its establishment in 2022 [2] - The funding will primarily be used for core technology research and large-scale clinical trials, indicating a strong focus on advancing their invasive brain-machine interface technology [2][8] - Zhiran Medical's approach aligns with high-difficulty invasive solutions, utilizing ultra-thin flexible electrodes, which are considered crucial for efficient human-machine interaction [3][5] Group 2 - The company has developed a high-throughput flexible electrode that has received patent authorization in China and the U.S., designed to minimize implantation damage and enhance long-term signal stability [5][7] - A fully implanted high-throughput wireless signal acquisition system has been self-developed, capable of collecting action potentials from 1024 channels, which is complemented by deep neural network algorithms for precise intent decoding [7] - The establishment of a clinical-grade micro-nano processing workshop and GMP workshop allows for a fully controllable process from research and design to mass production, ensuring industrialization for future medical applications [7] Group 3 - The investment community views the invasive brain-machine interface as transitioning from laboratory research to clinical application, with breakthroughs in core technology and systematic implementation being key competitive indicators [8] - The Chinese government has issued policies encouraging the development of high-performance brain signal sensing components and surgical robots, providing a supportive environment for industry growth [8] - The combined effect of technology, capital, and policy is accelerating the clinical and industrialization processes of invasive brain-machine interfaces, making the performance of Zhiran Medical and similar companies a focal point for ongoing observation [8]

今日A股早盘震荡走高，三大指数小幅上涨， 沪指再创年内新高 。 沪深两市半日成交额1.14万亿，较上个交易日放量585亿。盘面上热点较为杂乱， 个股跌多涨少，全市场超3300只个股下跌。 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 下跌方面，军工股展开调整，捷强装备等跌超5%。板块方面，脑机接口、港口、新疆、液冷服务器等板块涨幅居前，锂矿、军工、稀土永 磁、光伏等板块跌幅居前。截至收盘，沪指涨0.53%，深成指涨0.34%，创业板指涨0.91%。 下载财联社APP获取更多资讯 从板块来看， AI硬件股再度大涨， 胜宏科技等多股再创历史新高，寒武纪涨超15%。脑机接口概念股表现活跃，麦澜德涨超10%。新疆本 地股维持强势，新疆交建等多股3连板。 ...