脑机接口
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脑机接口热潮“带飞”三博脑科,私募大佬李曙军“狂揽”28亿浮盈
Huan Qiu Lao Hu Cai Jing· 2026-01-07 11:45
Core Insights - The article highlights the significant stock price increase of Sanbo Neurosurgery, driven by developments in the brain-computer interface (BCI) sector, particularly following Elon Musk's announcement regarding Neuralink's plans for mass production of BCI devices by 2026 [1][3][4]. Company Performance - Sanbo Neurosurgery's stock price rose to 93.82 yuan per share, marking a 10.45% increase on January 7, 2026, with a cumulative increase of 59.07% since the beginning of the year [1][3]. - The stock reached a peak of 100 yuan per share during trading, reflecting a 17.72% intraday increase [3]. Major Shareholder Insights - TBP3Doctors (HK) Limited, the largest shareholder of Sanbo Neurosurgery, acquired approximately 30.465 million shares at 4.44 yuan per share in December 2015, totaling an investment of 135 million yuan [1][6]. - TBP has since recouped its initial investment through partial share sales, with a current holding valued at approximately 2.834 billion yuan, resulting in a total profit of about 2.885 billion yuan, yielding a return of over 21 times [1][6][7]. Investment Background - TBP is controlled by Li Shujun, founder of Zhi Xin Capital, which manages over 8 billion USD and has invested in notable companies such as Douban and Haier [2][7]. - Li Shujun has a history of successful investments, preferring to acquire significant equity stakes in early-stage companies and later exiting through public offerings [8][9]. Industry Developments - The BCI sector is gaining traction, with Sanbo Neurosurgery being recognized as a leading player due to its strong capabilities in neurosurgery [3][4]. - Recent advancements include the successful completion of the world's first invasive BCI trial in China, which restored motor function in a paralyzed patient [4]. Strategic Investments - Sanbo Neurosurgery is actively investing in the BCI space, committing 87 million yuan to acquire a 29% stake in a venture capital fund focused on brain science tools and early-stage companies in neurological and psychiatric disorders [5]. - Additional investments include 10 million yuan for an 11.11% stake in another fund targeting medical devices for brain disease diagnosis and treatment [5].
脑机接口热度持续,多家上市公司回应
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-07 10:29
Group 1 - Neuralink plans to start mass production of brain-machine interface devices in 2026 with a nearly fully automated surgical process [1] - The announcement led to a surge in A-share brain-machine interface stocks from January 5 to January 6, followed by a pullback on January 7 [1] - Nanjing Panda stated that it has no mature products related to brain-machine interfaces and that the concept will not materially impact its current operations [1] Group 2 - Plittech announced that its LCP film products, suitable for flexible electrode materials in brain-machine interfaces, are seeing positive market prospects as the industry matures [2] - Plittech is the only domestic company capable of large-scale production of LCP film technology and is currently conducting clinical trials with overseas clients [2] - Yachuang Electronics mentioned its subsidiary's membership in the brain-machine interface industry alliance and its application of AFE96× chips in EEG and EMG detection [2] Group 3 - Hansan Technology is monitoring developments in the brain-machine interface field and may enter the market in the future, although it currently focuses on smart audio applications [3]
领益智造(002600.SZ):公司与国内首家脑机接口领域独角兽企业浙江强脑科技有限公司达成战略合作伙伴关系
Ge Long Hui· 2026-01-07 10:07
格隆汇1月7日丨领益智造(002600.SZ)在投资者互动平台表示,公司与国内首家脑机接口领域独角兽企 业浙江强脑科技有限公司达成战略合作伙伴关系。 ...
A股今日共98只个股涨停
Xin Lang Cai Jing· 2026-01-07 10:06
每经AI快讯,1月7日,Wind数据显示,A股市场共计98只个股涨停。机器人板块锋龙股份9连板;商业 航天板块雷科防务6连板、城建发展4连板;脑机接口板块多股连板,创新医疗、岩山科技等3连板。 每经AI快讯,1月7日,Wind数据显示,A股市场共计98只个股涨停。机器人板块锋龙股份9连板;商业 航天板块雷科防务6连板、城建发展4连板;脑机接口板块多股连板,创新医疗、岩山科技等3连板。 ...
龙虎榜 | 超7亿资金出逃金风科技,消闲派、城管希爆买雪人集团!
Ge Long Hui A P P· 2026-01-07 10:01
Market Overview - On January 7, the trading volume of the Shanghai and Shenzhen stock markets reached 2.85 trillion yuan, an increase of 476 billion yuan compared to the previous trading day [1] - Sectors such as storage chips, commercial aerospace, semiconductor equipment, and photoresist concepts saw significant gains, while brain-computer interfaces, titanium dioxide, and digital currency sectors experienced declines [1] Top Gainers - Shengtong Energy (001331) rose by 9.99% to 56.03 yuan, driven by a change in control and developments in robotics [2] - Fenglong Co. (002931) increased by 10.01% to 42.20 yuan, with news of a potential acquisition by UBTECH [2] - ST Dongyi (002713) gained 5.05% to 10.40 yuan, supported by restructuring expectations [2] - Lushin Investment (600783) surged by 10.00% to 26.94 yuan, linked to Blue Arrow Aerospace's IPO and AI fund developments [2] - Reco Defense (002413) rose by 10.01% to 16.71 yuan, benefiting from trends in storage chips and commercial aerospace [2] Notable Stocks - The top three net purchases on the Dragon and Tiger list were Tongyu Communication, Nanda Optoelectronics, and China First Heavy Industries, with net purchases of 404 million yuan, 342 million yuan, and 192 million yuan respectively [5] - The top three net sales were Goldwind Technology, Reco Defense, and Zhongchao Holdings, with net sales of 722 million yuan, 503 million yuan, and 197 million yuan respectively [6] Sector Highlights - Brain-computer interface stocks, such as Sanbo Brain Science, are gaining attention due to advancements in technology and clinical trials [9] - Commercial aerospace stocks, including Shunhao Co., are also in focus due to their involvement in space data center businesses and ongoing buyback plans [13] Trading Dynamics - The trading dynamics showed significant activity with stocks like Sanbo Brain Science experiencing a 10.45% increase, while Goldwind Technology faced a net sell-off despite a 10.00% rise [23][10] - The overall market sentiment appears to be influenced by sector-specific news and institutional trading behaviors, with notable net buying and selling patterns observed across various stocks [27][10]
杭州脑机接口之王 狂揽20亿融资
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-07 09:55
1月6日消息,脑机接口独角兽强脑科技,完成约20亿元融资,投资者包括IDG、蓝思科技、华住、好未 来等。 (文章来源:21世纪经济报道) ...
脑机接口概念下跌1.59%,18股主力资金净流出超亿元
Sou Hu Cai Jing· 2026-01-07 09:08
资金面上看,今日脑机接口概念板块获主力资金净流出63.09亿元,其中,52股获主力资金净流出,18 股主力资金净流出超亿元,净流出资金居首的是海格通信,今日主力资金净流出19.34亿元,净流出资 金居前的还有三博脑科、科大讯飞、汉威科技等,主力资金分别净流出6.85亿元、5.34亿元、4.49亿 元。今日主力资金净流入居前的概念股有岩山科技、创新医疗、南京熊猫等,主力资金分别净流入7.69 亿元、1.80亿元、9067.99万元。(数据宝) 脑机接口概念资金流出榜 | 代码 | 简称 | 今日涨跌幅(%) | 今日换手率(%) | 主力资金流量(万元) | | --- | --- | --- | --- | --- | | 002465 | 海格通信 | 2.05 | 24.69 | -193361.27 | | 301293 | 三博脑科 | 10.45 | 46.31 | -68511.28 | | 002230 | 科大讯飞 | -1.61 | 3.78 | -53387.32 | | 300007 | 汉威科技 | -3.84 | 18.84 | -44932.57 | | 000516 | 国际医学 ...
连板股追踪丨A股今日共98只个股涨停 脑机接口板块多股连板
Di Yi Cai Jing· 2026-01-07 08:54
| 美好医疗 | 3 | 脑机接口+机器人 | | --- | --- | --- | | 美克家居 | 3 | 家具 | | ST新华销 | 3 | 机器人 | | 南京熊猫 | 3 | 脑机接口 | | 引力传媒 | 3 | AI智能体 | | 盈新发展 | 2 | 存储芯片 | | 江顺科技 | 2 | 液冷服务器 | | 金风科技 | 2 | 风电 | | *ST宇顺 | 2 | 电子元件 | | 覆乘医药 | 2 | 中药 | | 北方导航 | 2 | 卫星通信 | | 鲁信创投 | 2 | 多元金融 | | 远东股份 | 2 | 人形机器人 | | *ST松发 | 2 | 船舶 | | ST嘉澳 | 2 | 化工 | | 胜通能源 | 2 | 液化天然气 | 脑机接口板块多股连板,创新医疗、岩山科技等3连板。一图速览今日连板股>> 第 顺经 | | 连板朋投 1.7 一板 | | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | 锋龙股份 | 9 | 机器人 | | 雷科防务 | 6 | 商业航天 | | *ST东易 | 5 | 家装 | | 友邦吊顶 | ...
脑机接口,老股被抢疯了
投资界· 2026-01-07 08:34
"很多人追着我要老股。" 作者/冯雨晨 报道/投资界PEdaily 2 0 2 5 年 冬 , 京 东 前 副 总 裁 、 渐 冻 症 病 人 蔡 磊 接 受 了 一 次 媒 体 采 访 。 此 时 他 已 入 疾 病 终 末期,不能言语,只能通过眼控仪陈述想法。期间蔡磊表示: "已经准备好尝试脑机接口。" 这 项 技 术 正 迎 来 最 好 时 代 。 2 0 2 6 年 开 年 , 脑 机 接 口 迅 速 爆 红 , 我 们 获 悉 了 两 则 重 要 事 件: 中国前首富陈天桥,下场参与设立了一家脑机接口公司;杭州六小龙之一强脑科 技被曝完成约2 0亿元融资, 即将递表上市 。 "非常抢手,很多人追着我要老股。"一位强脑科技的早期投资人如是对投资界聊起:这 是 杭 州 六 小 龙 中 唯 一 一 家 医 疗 健 康 公 司 , 同 时 切 中 了 人 机 交 互 和 脑 机 接 口 两 条 技 术 赛 道,无论在A股还是港股都极具稀缺性。 开年最火赛道 新年火爆一幕正在上演。 2 0 2 6 年 首 个 交 易 日 ( 1 月 5 日 ) , 脑 机 接 口 惊 艳 四 座 。 A 股 市 场 上 , ...
沪指14连阳逼近4100点!商业航天概念股活跃 芯片板块持续上涨
Zhong Guo Ji Jin Bao· 2026-01-07 08:19
(原标题:沪指14连阳逼近4100点!商业航天概念股活跃 芯片板块持续上涨) 今天的市场,多天大涨后,放缓了脚步,整体行情偏震荡,一起看看发生了什么事情。 委内瑞拉股市暴涨 1月7日,委内瑞拉股市暴涨超过50%。 委内瑞拉的IBC指数从2026年初的约2,000点飙升到接近3,900点,年初至今上涨超过100%,市场情绪明 显改善。IBC指数是追踪加拉加斯证券交易所表现的主要股指。 商业航天概念股继续活跃,雷科防务6连板,金风科技等涨停。 存储芯片板块持续上涨,恒坤新材20cm涨停,普冉股份、金太阳、上海新阳涨超10%,精智达、园林 股份、盈新发展涨停。 当地时间1月6日,美股存储概念股持续飙升,闪迪盘中涨超24%;美光科技盘中涨幅扩大至近8%,股 价再创历史新高,总市值超3700亿美元。 在委内瑞拉事件发生后,指数的上涨明显加速,市场将此事件视为该国经济与政治可能出现转折的信 号。 市场观察人士表示,这一走势反映出投资者乐观情绪回归,因为与马杜罗相关的政治风险有所缓解。分 析师指出,投资者对委内瑞拉债券和股票的兴趣增长,尤其是在与石油生产、基础设施和金融服务等领 域相关的资产上。 在后马杜罗时代,委内瑞拉庞 ...