责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 脑机接口概念股早盘多数上扬，截至发稿，脑洞极光-B（06681）上涨9.57%，报7.90港元；微创脑科学 （02172）上涨6.76%，报13.26港元；脑洞科技（02203）上涨9.33%，报0.246港元。 责任编辑：卢昱君 脑机接口概念股早盘多数上扬，截至发稿，脑洞极光-B（06681）上涨9.57%，报7.90港元；微创脑科学 （02172）上涨6.76%，报13.26港元；脑洞科技（02203）上涨9.33%，报0.246港元。 ...

Core Viewpoint - Neuralink's announcement of mass production in 2026 marks a significant shift from laboratory research to commercial application in the brain-computer interface (BCI) sector, with strong potential benefits for China's BCI industry due to rigid medical demand and supportive policies [1] Group 1: Event Overview - Neuralink, founded by Elon Musk in 2016, plans to start large-scale production of brain-computer interfaces on January 1, 2026, transitioning to a more streamlined and fully automated surgical process [1] - The company has developed three main product lines: Telepathy for motor function disorders, Blindsight for visual reconstruction, and Deep for neurological regulation [2][3] Group 2: Market Potential - The global BCI market is projected to reach approximately $3.19 billion by 2025, with medical applications expected to grow to $40 billion by 2030 and $145 billion by 2040 [4] - In China, the BCI market is anticipated to exceed 3.8 billion yuan by 2025, with a compound annual growth rate of around 20%, reaching 6.14 billion yuan by 2028 [5] Group 3: Policy and Technological Support - China has established a comprehensive support system for the BCI industry, with policies aimed at fostering innovation and establishing a competitive ecosystem by 2030 [6][7] - Significant technological advancements have been made, including successful clinical trials and the development of high-performance BCI systems, indicating a transition from laboratory to large-scale application [7] Group 4: Related Companies - Key companies in the BCI sector include Yanshan Technology, Entropy Technology, Dineike, BGI, Linying Intelligent Manufacturing, Lens Technology, Hanwei Technology, Dongfang Zhongke, Pulite, and Puni Testing [7]

观点精粹: 最新报告摘要 林清轩(2657.HK)公司深度报告："以油养肤"快速破圈前景广阔，高端国货护肤产品渠道多维发力--林清轩/商 贸零售(02657/2145) 公司 PPT 报告（港股美股） Neuralink 量产在即，国产脑机链有望充分受益--事件点评 2026 年 01 月 08 日 晨会纪要 研究所： 证券分析师： 余春生 S0350513090001 yucs@ghzq.com.cn [Table_Title] 晨会纪要 ——2026 年第 3 期 证券研究报告 1、最新报告摘要 1.1、林清轩(2657.HK)公司深度报告："以油养肤"快速破圈前景广阔，高 端国货护肤产品渠道多维发力--林清轩/商贸零售(02657/2145) 公司 PPT 报 告（港股美股） 分析师：李宇宸 S0350524030001 分析师：芦冠宇 S0350521110002 以山茶花油为核心成分的国产高端护肤品牌。林清轩 2003 年成立，开创"以油养肤"理念及山茶花面部精华 油，聚焦抗皱紧致类护肤品市场，提供基于天然、山茶花成分的高端护肤改善方案而著称。产品组合的大单品 为山茶花精华油，截至 2025 年上半 ...

1月7日，据心玮医疗官微消息，其全资子公司上海玮脑智联科技有限公司（以下简称"玮脑智联"）完成 工商注册登记，正式落户上海脑机接口未来产业集聚区。此举标志着心玮医疗在脑机接口赛道的战略布 局迈入实质化落地阶段。 对于此次子公司成立，心玮医疗表示，标志着公司脑机接口业务布局进入独立化、专业化运营的新阶 段。未来，公司将依托入选国家人工智能医疗器械创新任务"揭榜挂帅"课题的优势，在主管部门的统筹 指导与政策赋能下，稳步推进脑机接口项目落地，推动前沿技术向实用化产品转化。（厉平） 值得关注的是，此前的2025年12月，心玮医疗申报的"面向运动功能障碍的介入式脑机接口系统"项目成 功入选2025年人工智能医疗器械创新任务揭榜挂帅名单，成为介入式脑机领域唯一入选的代表企业。此 次"揭榜挂帅"核心目标为遴选具备较强创新实力与技术转化能力的单位开展集中攻关，推动人工智能医 疗器械领域的技术突破与产品落地应用，共有16个脑机接口项目入选。 据悉，心玮医疗申报项目采用创新性介入式脑机接口技术路线，相较于传统的侵入式和非侵入式脑机接 口，该技术路线采用微创介入手术将电极支架植入脑部血管，无需开颅操作，大幅降低手术创伤，有效 规避 ...

港股脑机接口概念股再度活跃，其中，脑动极光大涨10%领衔，微创脑科学涨7.25%，南京熊猫电子涨 6.58%，脑洞科技涨3.56%，心玮医疗涨1.45%。 本文源自：金融界AI电报 ...

脑机接口板块持续走强，爱朋医疗20cm涨停创新高，南京熊猫此前涨停录得4连板，创新医疗、岩山科 技、塞力医疗涨幅居前。 ...

股价狂飙背后，脑机接口，这一曾只存在于科幻作品中的概念，正在加速走进现实。在业内专家看来， 2026年有望成为脑机接口产业化的关键年。技术的进步、资本的涌入和市场的期待正共同推动这一前沿 领域加速发展。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 06681 | 脑动极光-B | 7.920 | 9.85% | | 02172 | 微创脑科学 | 13.320 | 7.25% | | 00553 | 南京熊猫电子股 | 6.800 | 6.58% | | 02203 | 脑洞科技 | 0.233 | 3.56% | | 06609 | 心玮医疗-B | 59.600 | 1.45% | 港股脑机接口概念股再度活跃，其中，脑动极光大涨10%领衔，微创脑科学涨7.25%，南京熊猫电子涨 6.58%，脑洞科技涨3.56%，心玮医疗涨1.45%。 消息上，工信部等八部门日前表示，加快增强现实/虚拟显示（AR/VR）可穿戴设备、脑机接口等新型 终端的产业化、商业化进程。据脑机接口产业联盟表示，脑机接口产业联盟、脑机交互与人机共融海河 实验室及天津大学拟于2 ...

Summary of the Conference Call for Xinwei Medical Company Overview - **Company**: Xinwei Medical - **Industry**: Brain-Computer Interface (BCI) and Neurointervention Key Points and Arguments Product Development and Technology - Xinwei Medical employs a minimally invasive endovascular approach to implant electrode stents via the internal jugular vein to capture motor cortex signals, reducing the risks associated with open brain surgery and improving signal stability. Animal experiments show stable signals even after 18 months [2][3] - The company plans to complete the registration application for its brain-computer interface product by 2028 and finish human clinical trials by 2027, with an expected recruitment of 30-50 patients for motor function recovery [2][4][5] - A collaboration with J.T. Medical aims to develop a new endovascular brain-computer interface that addresses the issue of electrode displacement in traditional invasive systems. Xinwei Medical is responsible for the design and development of the stent [2][6] Financial and Operational Aspects - Xinwei Medical anticipates having nearly 800 million yuan in cash by the end of 2025, with operating cash flow exceeding 100 million yuan, sufficient to cover the R&D costs of the brain-computer interface project, estimated at several tens of millions [3][17] - The estimated cost for mass production of the electrode stent is around 3,000-4,000 yuan, with total costs expected to remain under 10,000 yuan, potentially decreasing to a few thousand yuan in the future [9] Clinical Trials and Regulatory Pathway - The clinical trial plan is not fully finalized but is expected to follow a model similar to that of Boruikang, which conducted approximately 32 human experiments. The first patient recruitment is set to begin in the second half of this year [5][12] - The company is in communication with regulatory bodies to establish industry standards for the registration process, with patient recruitment expected to start in 2026 [14] Market and Competitive Landscape - The company aims to collaborate with leading consumer electronics companies like Huawei and Xiaomi to develop software functionalities for their products once the new indications are established [11] - The invasive brain-computer interface is designed for specific applications, primarily targeting patients with motor function impairments, with potential future applications in vision, language, and emotional control [10][22] Team and Resource Allocation - Xinwei Medical currently has a team of about 10 people focused on the brain-computer interface project, with plans to expand the team, particularly in signal decoding [8][7] - The company is actively seeking partnerships with software teams, universities, and research institutions to enhance its capabilities in software development [8] Future Outlook - The company is optimistic about the future of the brain-computer interface market, with a positive sentiment reflected in recent financing activities in the sector [16] - Xinwei Medical's neurointervention business is expected to grow at an annual rate of 30%-35% in the coming years, contributing to overall revenue growth [22] Challenges and Considerations - The main challenges in patient recruitment include ensuring safety and acceptance of the new technology among medical professionals and potential patients, particularly those with severe motor function impairments [12][18] - The company is preparing for potential overseas market entry, contingent on successful domestic registration and compliance with international regulations [20][21] Additional Important Information - The company is focused on optimizing its product, with static samples already available and dynamic samples expected to be showcased soon [13] - The reimbursement policies for invasive procedures are still being defined, with expectations that insurance coverage could reach 70%-80% once the product proves its safety and efficacy [15]

09:28电子气体概念大幅高开，三孚股份、和远气体封涨停，金宏气体、华特气体、硅烷科技、雅克科 技涨幅靠前。 09:25 A股开盘丨指数集体低开 沪指低开0.20%，深成指低开0.42%，创业板指低开0.63%，科创综指低开0.21%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | N/V | 4077.72 | -8.06 | -0.20% | | 399001 | 深证成指 | m | 13971.89 | -58.67 | -0.42% | | 399006 | 创业板指 | MIN | 3308.74 | -20.95 | -0.63% | | 000680 | 科创综指 | NV | 1743.14 | -3.58 | -0.21% | 2026.01.08 本文字数：652，阅读时长大约1分钟 作者 |一财阿驴 09:31创业板指跌超1%，沪指跌0.27%，深成指跌0.72%，券商、保险、零售、CPO等板块跌幅居前，市 场下跌个股超3000只。 09:29脑机接口概 ...

消息面上，1月7日，工业和信息化部等八部门印发《"人工智能+制造"专项行动实施意见》，其中提 出，加速智能终端升级。聚焦工业巡检、远程医疗等重点场景，加快增强现实/虚拟显示(AR/VR)可穿戴 设备、脑机接口等新型终端的产业化、商业化进程。财信证券认为，脑机接口行业作为融合多学科前沿 技术的高成长赛道，在政策强力支持、医保支付落地与技术持续突破的驱动下，正迈向规模化应用关键 阶段。 国信证券指出，脑机接口已进入"技术突破向商业业化跃迁"的关键节点，锚定"政策+技术+场景"三重主 线。当前行业受益于"十五五"规划重点布局、医保赋码与医疗器械标准落地等政策红利，叠加Neuralik 量产预期与国内临床突破的催化，全球市场规模有望迎来爆发式增长。随着芯片、电极、算法等技术的 发展，法规标准的不断完善，预计未来几年脑机接口产品将迎来密集商业化。 脑机接口概念股多数上扬，截至发稿，脑洞极光-B(06681)涨7.91%，报7.78港元；微创脑科学(02172)涨 6.2%，报13.19港元；脑洞科技(02203)涨3.56%，报0.233港元。 ...