人脑工程概念爆发！ A股市场今天（6月17日）上午整体窄幅震荡，多数板块和个股波动幅度不大，石油板块盘中继续走强。人脑工程概念大涨，成为上午A股市场和港股市场最大亮点 之一，其中港股市场南京熊猫电子盘中一度暴涨超过50%。 消息面上，我国成功开展首例侵入式脑机接口临床试验，成为继美国之后全球第二个进入临床试验阶段的国家。 A股市场整体窄幅震荡 A股市场今天上午整体窄幅震荡，主要指数波动幅度不大。 行业板块和赛道方面，石油板块继续上行，板块盘中涨幅超过1%，通源石油盘中涨幅一度超过15%；准油股份盘中涨停；贝肯能源一度触及涨停，截至午间收盘涨 近5%。 工程机械、酒店餐饮、运输服务、家用电器等板块表现也较好。医药、传媒娱乐、文教休闲等板块盘中走弱，表现弱于市场整体表现。 个股方面，今天上午A股市场多数个股下跌。 跌幅居前的个股方面，*ST广道（839680）大跌29.92%，触及跌停。此前，公司发布公告称，公司于2025年6月13日收到中国证监会《告知书》，根据收到的《告 知书》认定情况，公司可能触及《北京证券交易所股票上市规则》10.5.1条规定的重大违法行为，可能被实施重大违法强制退市。另外，公告还显示，公 ...

脑机接口重磅消息不断，相关概念股今日领涨港、A两市。 截至目前，港股南京熊猫电子股份暴涨27%，微创脑科学涨超18%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 00553 | 南京熊猫电子股份 ⊙ | 4.880 | +1.040 | 27.08% | 42.27% | | 1 23 States of the status of 02172 | MONTHL OTS SUPROMEMENT OF IT'S 微创脑科学 | 15.520 | +2.420 | 18.47% | 80.26% | A股倍益康30CM涨停，爱朋医疗20CM涨停，狄耐克涨超13%，南京熊猫、荣泰健康、创新医疗涨停，三博脑科、岩山科技涨超8%，中科信息涨超6%。 | 代码 | 名称 | 现价 | 涨跌 张幅� | | --- | --- | --- | --- | | 870199 倍益康 | | 41.86 | +9.66 +30.00% | | 300753 爱朋医疗 | | 33.08 | +5.51 +19.9 ...

Core Viewpoint - The current A-share market is experiencing a state of stock game with relatively disorderly performance, and a "fan-like" theme rotation is expected to continue in the short term [1][8] Market Performance - As of the midday close on June 17, the Shanghai Composite Index fell by 0.19%, the Shenzhen Component Index remained flat, and the ChiNext Index dropped by 0.14% [1] - The market is characterized by rapid rotation of hot sectors, with notable performances in brain-computer interface, consumer electronics, oil and gas, solid-state batteries, and deep-sea technology [1] Hot Sectors 1. **Brain-Computer Interface** - The sector saw explosive growth, with stocks like Aipeng Medical and Innovation Medical hitting the daily limit [3] - The U.S. brain-computer interface stock Neuralink surged by 283% overnight, with a year-to-date increase of over 460 times, indicating a potential rapid growth phase for the market [3] 2. **AI Glasses** - The AI glasses sector strengthened, with stocks such as Inpai and Biyi hitting the daily limit [4] - The upcoming release of smart glasses developed by Meta in collaboration with Oakley is expected to boost sales and drive growth across the industry [4] 3. **Solid-State Batteries** - The solid-state battery sector experienced a rally, with Yinghe Technology rising by 20% [5] - The first "Lithium Sulfide and Sulfide Solid-State Battery Forum" is scheduled for June 25, focusing on the latest technologies and applications in the field [5] Institutional Views 1. **Shenwan Hongyuan** - The firm believes that the A-share market's mid-term return to a structural bull market relies on breakthroughs in the technology sector [6] - Despite short-term volatility, the upward trend in stock prices for new consumption and innovative drug leaders is expected to continue [6] 2. **Dongwu Securities** - The firm emphasizes that the current market is in a state of stock game, with a focus on high-low rhythm to achieve excess returns [8] - After the peak of innovative drugs and new consumption, attention should shift to opportunities in AI computing power, controllable nuclear fusion, military industry, commercial aerospace, solid-state batteries, and deep-sea technology [8] 3. **Everbright Securities** - The firm anticipates that the market will likely continue to experience index fluctuations and hot sector rotations [9] - The upcoming Global High-Speed Copper Cable Innovation Technology and Supply Chain Conference is expected to stimulate related concept stocks [9]

智通财经6月17日电，市场早盘窄幅震荡，三大指数小幅下跌。沪深两市半日成交额7715亿，较上个交 易日缩量166亿。盘面上热点快速轮动，个股跌多涨少，全市场超3000只个股下跌。从板块来看，脑机 接口概念股集体大涨，爱朋医疗等涨停。固态电池概念股震荡走强，赢合科技等涨停。稳定币概念股反 复活跃，恒宝股份再度涨停。下跌方面，创新药概念股冲高回落，科兴制药跌超10%。板块方面，脑机 接口、固态电池、AI眼镜、移动支付等板块涨幅居前，影视、创新药、IP经济、军工等板块跌幅居前。 截至收盘，沪指跌0.19%，深成指跌0.00%，创业板指跌0.14%。 午评：沪指半日跌0.19% 脑机接口概念股集体大涨 ...

Market Overview - The three major A-share indices experienced collective adjustments, with the Shanghai Composite Index down by 0.19%, the Shenzhen Component Index flat, and the ChiNext Index down by 0.14% [1] - The total market turnover for the half-day session was 790.2 billion yuan, a decrease of 15.3 billion yuan compared to the previous day [1] - Over 3,000 stocks in the market were in the red [1] Sector Performance - The brain-computer interface, oil and gas, digital currency, and solid-state battery sectors saw the highest gains [2] - The brain-computer interface concept led the gains, with stocks like Aipeng Medical, Nanjing Panda, Innovation Medical, and Rongtai Health hitting the daily limit [2] - The digital currency sector remained active, with stocks such as Chuangshi Technology and Hengbao shares also hitting the daily limit, while Lakala and Sifang Jingchuang rose over 10% [2] - The solid-state battery sector also performed well, with Yinghe Technology and Keli Yuan reaching the daily limit [2] - The weight loss drug sector led the declines, with Kexing Pharmaceutical dropping over 10% [2] - The IP economy concept stocks collectively adjusted, with several stocks like Hars and Bai Xinglong falling over 5% [2] Notable Stocks and Trends - The top gainers included companies like Xiexin Energy Technology and Zhun Oil, which achieved three consecutive limit-ups [4] - Companies such as Beida Pharmaceutical and Hengbao shares recorded two consecutive limit-ups [5] - The e-commerce sector had nine stocks hitting the daily limit, with Shandong Molong and Zhujiang Piano being notable representatives [6] - The robotics concept saw seven stocks hitting the daily limit, with Gaole shares and Rongtai Health being key players [7] - The Huawei concept also had six stocks hitting the daily limit, including Xiexin Energy Technology and Hengbao shares [8] Innovation Drug Sector - The National Medical Products Administration plans to clarify the category of drugs that will be included in the 30-day review and approval channel for clinical trials of innovative drugs, aiming to support the development of innovative drugs based on clinical value [9] Digital Currency Sector - Circle's stock in the US saw a significant increase, rising nearly 21% and reaching a historical high, with a cumulative increase of over 420% since its listing [10] Brain-Computer Interface Sector - The first brain-computer interface outpatient clinic in Central China has been established, providing technical evaluation and treatment consultation for patients, which may be included in clinical trial queues for cutting-edge treatments [11] - The brain-computer interface industry is expected to grow rapidly, with McKinsey predicting a market size of $40 billion in the medical field by 2030 and potentially exceeding $145 billion by 2040 [12]

Market Overview - The A-share market experienced a slight upward trend with the Shanghai Composite Index rising by 0.06%, the Shenzhen Component Index increasing by 0.26%, and the ChiNext Index up by 0.09% [2] - The brain-computer interface (BCI) concept stocks surged, positively impacting sectors such as biotechnology, pharmaceuticals, and vaccines, while sectors like oil and gas extraction and cultural media faced adjustments [2] Brain-Computer Interface Stocks - BCI concept stocks saw significant gains, with Aipeng Medical (300753) hitting the daily limit of a 20% increase, and Beilu Pharmaceutical (300016) also reaching the 20% limit [5] - Other notable performers included Peking University Pharmaceutical (000788) and Innovation Medical (002173), both achieving daily limits, while Fudan Fuhua (600624), Lepu Medical (300003), and Guanhao Biological (300238) also experienced gains [5] - In the Hong Kong market, Nanjing Panda Electronics (600775) surged over 56%, and Microneuroscience rose over 45% [6] U.S. Market Influence - U.S. stock Brain Rejuvenation saw a dramatic increase of 283%, with a year-to-date rise exceeding 46053%, following FDA approval for its next-generation neuro-regulation chip and a partnership with the Mayo Clinic for Parkinson's disease research [7] Oil and Gas Sector - The oil and gas extraction sector displayed mixed performance, with Junyou Co. (002207) achieving a three-day consecutive rise, while companies like Potential Hengxin (300191) and Nanjing Port (002040) saw declines exceeding 5% [8][9]

Core Insights - China has successfully conducted its first prospective clinical trial of an invasive brain-computer interface (BCI), marking the country as the second globally to enter the clinical trial phase for this technology [1][3]. Industry Developments - The clinical trial was a collaboration between the Chinese Academy of Sciences' Center for Excellence in Brain Science and Intelligent Technology, Fudan University Huashan Hospital, and relevant enterprises [3]. - The trial involved a male subject who lost his limbs due to a high-voltage accident. Since the implantation of the BCI device in March 2025, the system has operated stably, allowing the subject to perform tasks like playing chess and racing games after 2-3 weeks of training [3]. - The BCI technology aims to improve the quality of life for patients with spinal cord injuries and amputations through motor function replacement technology [3]. Market Response - Following the announcement, stocks related to brain-computer interface technology saw significant increases, with companies like Beiyikang and Aipeng Medical reaching 30% and 20% gains, respectively [1][2]. - The Hong Kong stock market also showed strong performance in BCI-related stocks, with Nanjing Panda Electronics rising over 40% [1]. Regulatory Environment - Multiple government departments, including the National Medical Products Administration and the National Healthcare Security Administration, have introduced policies to encourage the development of BCI technology and accelerate clinical applications [3]. - In February, the National Medical Products Administration approved a project to revise industry standards for medical devices using BCI technology [3]. Future Outlook - According to Shanghai Securities research, the BCI technology is rapidly transitioning from laboratory to commercial application, indicating significant growth potential in the Chinese market [4]. - The BCI industry is suitable for medium to long-term investment, with a focus on technology stability, mass production capabilities, and monitoring of research and product development [4].

脑机接口领域跑出一只牛股。6月16日，在美上市的中概股公司脑再生科技（RGC.US）股价 暴涨283%，盘中多次熔断，收报60美元，创下历史新高，总市值突破296亿美元，该股年内 累计涨超500倍。 脑再生科技是一家早期生物科学公司，于2014年在香港起步，主要运营及资产均在香港，目 前员工人数为12人，其专注于研究、开发和商业化中药，用于治疗神经认知障碍和退化，特 别是注意力缺陷多动障碍（ADHD）和自闭症谱系障碍（ASD）。其计划先在香港推出三种适 合轻、中、重度ADHD和ASD患者的液体化标准化中药配方，然后在其认为合适的情况下向其 他市场推广。 引爆公司股价的是当下备受瞩目的脑机接口技术 。此前5月9日，脑再生科技宣布其新一代神 经调控芯片通过FDA临床试验审批，将与全球顶尖医疗机构梅奥诊所合作，开展帕金森病治疗 研究。该神经调控芯片技术属于脑机接口领域的前沿方向，公司计划利用这一技术开展帕金森 病治疗研究，直击全球约1000万患者市场。 不过， 脑再生科技流通盘极小，日均成交量和换手率长期处于极低水平 。截至2024年10月 末，脑再生科技第一大股东与第二大股东合计持有88.80%公司股份。这意味着 ...

Group 1 - The core viewpoint of the article highlights a significant surge in Hong Kong's brain-computer interface concept stocks, with MicroPort NeuroTech (02172.HK) rising over 35% and Nanjing Panda Electronics (00553.HK) increasing by 36% [1]

A股开盘，沪指开跌0.02%，深证成指开涨0.14%，创业板指开涨0.2%，脑机接口概念股涨幅居前。 ...