（原标题：熵基科技(301330.SZ)：公司脑机业务预计于2026年3月推出原型机） 格隆汇1月9日丨熵基科技(301330.SZ)在投资者互动平台表示，公司脑机业务预计于2026年3月推出原型 机。脑机产品尚未产生销售收入，公司提请投资者注意投资风险。 ...

09:28 商业航天板块再度高开，远东股份4连板，中国一重3连板，中衡设计、盛洋科技、巨力索具2连板。消息面上，广州提出到2035 年，打造具有全球影响力的中国商业航天新一极。 盘面上，房地产、油气板块涨幅靠前，商业航天题材仍局部活跃。 09:25 A股开盘丨沪指高开0.09% 沪指高开0.09%，深成指低开0.30%，创业板指低开0.69%，科创综指低开0.47%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | WM | 4086.76 | 3.78 | 0.09% | | 399001 | 深证成指 | 100 | 13917.78 | -41.70 | -0.30% | | 399006 | 创业板指 | 14 | 3279.38 | -22.93 | -0.69% | | 000680 | 科创综指 | lows | 1758.30 | -8.27 | -0.47% | 三只新股今日上市，MiniMax高开42.67%，公司近日公告最终发售价及配发结果，香港公开发售获1 ...

Group 1 - The A-share market experienced fluctuations with strong performance in sectors such as aerospace, shipbuilding, internet services, and power equipment, while energy metals, securities, insurance, and non-ferrous metals lagged behind [1] - Key factors supporting the market include increased attractiveness of RMB assets, expectations for early-year credit issuance, and positive changes in corporate profit structures driven by advanced manufacturing and overseas enterprises [1] - The domestic monetary policy is expected to maintain a stance of "moderate easing," with the market anticipating that the Federal Reserve will continue its rate-cutting cycle into 2026, leading to a more accommodative global liquidity environment [1] Group 2 - The A-share market continued to show a mixed trend, with large-cap stocks underperforming while small-cap stocks and thematic investments, particularly in commercial aerospace and brain-computer interface sectors, performed well [2] - The market is likely to experience structural fluctuations, with profit-taking from previous gains and a supportive environment for a "slow bull" market, suggesting a focus on mainline sectors and careful management of rotation rhythms [2] - The market remains in a healthy adjustment phase, with the CSI 1000 and Sci-Tech 50 indices outperforming others, and the overall trend for the Shanghai Composite Index remains strong as long as it does not fall back below historical trendline pressures [2]

双融日报 --鑫融讯 分析师：万蓉 S1050511020001 wanrong@cfsc.com.cn 2026 年 01 月 09 日 市场情绪：82 分（过热） 最近一年大盘走势 资料来源：Wind，华鑫证券研究 -10 0 10 20 30 (%) 沪深300 相关研究 ▌ 华鑫市场情绪温度指标：（过热） 华鑫市场情绪温度指标显示，昨日市场情绪综合评分为 82 分，市场情绪处于"过热"。历史市场情绪趋势变化可参 考图表 1 ▌ 热点主题追踪 今日热点主题：机器人、银行、脑机接口 1、机器人主题：工业和信息化部人形机器人与具身智能标准 化技术委员会于 2025 年 12 月 26 日正式成立。这一国家级标 准组织的落地，标志着行业从"技术探索"和"局部试点" 迈入 "产业协同"与"规模化落地" 的新阶段。该举措将 统一"大脑"（AI）与"身体"（硬件）的接口与标准，极 大加速技术落地与生态形成。它不仅解决了产业链协作的关 键瓶颈，降低了开发成本与复杂度，更预示着规模化应用即 将 到 来 。 相 关 标 的 ： 三 花 智 控 （ 002050 ） 、 卧 龙 电 驱 （600580） 2、银行主题：银行 ...

相关ETF： 卫星产业ETF(场内：159218) 【宏观政策】 证券日报援引分析师观点，预计2026年中国央行将降息两次，每次幅度20-30个基点，预计上下半年各 一次。 相关ETF： 国债政金债ETF(场内：511580) 【卫星互联网】 传闻SpaceX将于1月中旬开启验厂，光伏及设备厂家或在其列。 国内首个海上回收复用火箭产能基地——箭元科技总装总测及回收复用基地在杭州钱塘开工。 广州发布规划，目标到2035年打造具有全球影响力的"天空之城"。 马斯克表示，其终极目标是每年生产1万艘星舰飞船。 【人工智能】 产品与言论：OpenAI推出医疗分析工具ChatGPT Health；马斯克认为中国将凭借电力供应优势在AI计算 能力上领先世界。 产业生态：传闻豆包集成功能正在特斯拉车辆上测试；卖方称海光信息获大客户下单；市场关注下一代 技术可能涉及的铌酸锂晶体衬底。 国产力量：华为发布"与时代，共昇腾"相关文章。 相关ETF： 云计算ETF(场内：159890，场外：021716)、软件龙头ETF(场内：159899，场外：018385)、 半导体设备ETF(场内：561980，场外：020464) 【脑机接 ...

Core Viewpoint - The article discusses the significant financing of 2 billion RMB for BrainCo, positioning it as a leading player in the non-invasive brain-computer interface (BCI) sector, contrasting it with Neuralink's invasive approach, highlighting the ongoing technological rivalry in the BCI industry [5][18]. Financing and Growth - BrainCo completed a financing round of approximately 2 billion RMB, led by IDG and Huaden International, making it the second-largest BCI company in terms of funding globally, after Neuralink [5][18]. - Since 2019, BrainCo has completed four financing rounds, accumulating a total of 4.684 billion RMB [15]. Technology Pathways - BrainCo focuses on non-invasive BCI technology, utilizing devices like EEG caps to collect signals, which offers safety and ease of acceptance, while facing challenges in signal precision [6][12]. - Neuralink represents the invasive BCI route, which involves surgical implantation of electrode arrays in the brain, allowing for high-resolution signal collection but poses risks and ethical concerns [5][12]. Product Development and Market Position - BrainCo has developed several products, including smart prosthetics and sleep regulation devices, with some receiving FDA and CE certifications for international sales [6][14]. - The company achieved a milestone in 2022 by producing 100,000 units of a portable high-precision BCI product, breaking the long-standing experimental phase in the industry [14]. Competitive Landscape - The BCI market is characterized by three main technological pathways: invasive, semi-invasive, and non-invasive, each balancing performance, safety, and accessibility differently [20][22]. - Non-invasive BCIs, led by companies like BrainCo, dominate the market, accounting for approximately 82% of the BCI market share, while invasive technologies hold about 18% [22].

两连涨后两连跌，新年开门走了个寂寞。今天三大指数全天维持在中轴下方弱势盘整。截至收盘，沪指 跌0.07%，深成指跌0.51%，创业板指跌0.82%。两市合计超3700只个股下跌，合计成交额2.8万亿。 商业航天概念集体爆发，其中鲁信创投10天8板，金风科技3连板。脑机接口概念延续强势，其中创新医 疗、普利特、南京熊猫4连板。可控核聚变概念表现活跃，其中中国一重、国机重装、中国核建2连板。 AI应用概念走高，其中久其软件、宝信软件涨停。 保险板块低开低走陷入调整，截至收盘下跌2.17%，其中中国平安下跌4.18%，中国人寿下跌2.33%，中 国人保、中国太保等股跌幅均在1%上方。涨停强势的强势大回调，其中华林证券跌停。 大盘两连跌，一方面是受到宏观因素的影响，最为主要的还是对开门红的谨慎。 ...

昨天强势的证券板块大回撤，截止午盘下跌1.73%，其中华林证券触及跌停，华泰证券大跌4.04%，兴业证券、国泰海通、东方证券等多股跌幅 在3%上方。能源金属、保险、退税商店等行业板块紧随其后，且跌幅均在1%上方。 小幅低开后震荡反转，截止午盘三大指数涨跌互现，其中沪指微涨0.09%，深成指下跌0.2%，创业板指下跌0.52%。两市合计近3700只个股上 涨，合计成交额1.77万亿。 商业航天概念反复活跃，其中鲁信创投10天8板，银河电子4连板，通宇通讯2连板。AI应用概念爆发，包括久其软件、宝信软件等在内的多股 涨停。脑机接口概念走强，其中创新医疗、普利特、南京熊猫等股4连板。可控核聚变概念表现活跃，其中中国一重、国机重装、中国核建2连 板。 欢迎您在评论中分享自己的看法，大家一起学习和讨论。 ...

Group 1 - The core focus of the news is the surge in stock prices of companies involved in brain-computer interface (BCI) technology, reminiscent of the AI boom following AlphaGo's victory over Lee Sedol in 2016, with a notable increase in the sector's stock prices exceeding 12% on the first trading day of 2026 [1] - Companies like Sanbo Neuroscience and Xiangyu Medical have experienced consecutive trading halts, with Xiangyu Medical and Weisi Medical achieving two 20% trading halts in four trading days, indicating strong market interest [1] - The market's enthusiasm is driven by the perceived potential of the BCI sector, with Morgan Stanley predicting that the U.S. market for BCI implant devices could reach $80 billion by 2035 [1] Group 2 - Despite the excitement, experts caution that medical-grade applications of BCI are expected to take 3 to 5 years for approval, while consumer-grade products face challenges such as bulkiness, low user engagement, and high costs [2] - Historical precedents raise concerns about the sustainability of the current hype, with past instances like the metaverse index and AI stocks experiencing significant volatility [2] - Investment in the BCI sector has seen 16 financing events totaling 983 million yuan in 2025, but no products have been commercially launched yet, indicating that many startups are still in the concept validation stage [2] Group 3 - Sanbo Neuroscience clarified that it does not engage in the research, production, or sales of BCI products, and the revenue from neuro-regulation technology is minimal, having little impact on overall performance [3] - Xiangyu Medical acknowledged its investment in BCI technology but noted that related products have not achieved significant sales volume as of the end of 2025 [3] - Some companies, like Yahui Long, faced regulatory warnings for inaccurate disclosures related to BCI partnerships, highlighting the risks of speculative trading in this sector [3]

人脑工程板块日K线图 张大伟 制图 ◎记者 徐蔚 1月8日，A股在前期强势上涨后迎来显著分化，上证指数微幅回调，而科创综指逆势走强。脑机接口、 可控核聚变等前沿科技赛道的核心代表，在政策支持、技术突破的多重催化下，成为市场赚钱效应的集 中载体。截至收盘，上证指数跌0.07%，报4082.98点；深证成指跌0.51%，报13959.48点；创业板指跌 0.82%，报3302.31点；科创综指涨1.14%，报1766.57点。全市场3731只个股上涨，111只个股实现涨 停，成交额达2.83万亿元，连续4个交易日维持在2.5万亿元以上，交投活跃度居高不下。 普利特1月7日披露机构调研纪要称，公司的LCP薄膜产品适合作为脑机接口的柔性电极材料使用。LCP 薄膜技术壁垒极高，全球仅有三家企业具备大规模量产能力，普利特是国内唯一实现该技术突破的企 业。目前，公司已与海外客户关于公司LCP薄膜在脑机接口领域的应用进行了共同开发以及验证工作， 进展顺利。国内相关行业客户公司目前也正在积极地对接中。 可控核聚变掀涨停潮 可控核聚变概念昨日再度走强，中国核建、雪人集团、国机重装等10余只个股涨停。2026年开年以来， 可控核聚 ...