(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 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(002040)涨停，国航远洋涨近11%；燃气板块全线上涨，东方环宇 (60370)、新疆火炬(603080)、洪通燃气涨停；地产股普涨，沙河股份(000014)、电子城(600658)涨停， 深振业A涨超8%；银行股集体上涨，农业银行(601288)盘中一度涨近2%续创新高，光大银行(601818)、 工商银行(601398)等涨超1%。 另外，锂矿股回调，永杉锂业、融捷股份(002192)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 (600392)、久吾高科(300631)跌超4%。(格隆汇) 格隆汇8月 ...

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。 ...

近日，工业和信息化部等七部门印发《关于推动脑机接口产业创新发展的实施意见》，提出，到2027 年，脑机接口关键技术取得突破，初步建立先进的技术体系、产业体系和标准体系。电极、芯片和整机 产品性能达到国际先进水平，脑机接口产品在工业制造、医疗健康、生活消费等加快应用。产业规模不 断壮大，打造2至3个产业发展集聚区，开拓一批新场景、新模式、新业态。到2030年，脑机接口产业创 新能力显著提升，形成安全可靠的产业体系，培育2至3家有全球影响力的领军企业和一批专精特新中小 企业，构建具有国际竞争力的产业生态，综合实力迈入世界前列。 国元证券指出，脑机接口通过在脑与机器之间建立信息通道，实现生物智能与机器智能的协同交互，是 生命科学和信息科学融合发展的前沿技术。当前，脑机接口创新成果持续涌现，产业加速壮大，正孕育 颠覆性突破，已成为科技创新和产业创新深度融合的重要领域。随着脑机接口技术加速发展，产业政策 日趋明晰，已有北京、上海、南京、四川、山东等省区市发布了相关政策，同时一些医疗机构、企业也 加速推进脑机接口的创新技术研发，产业链中上游的技术进步带来下游应用端不断突破，国内脑机接口 公司有望逐步实现商业化应用，并向产 ...

Group 1: Financial Sector Performance - Broker stocks collectively surged at the market open, with Guosheng Financial hitting the daily limit, and several other firms like Huijin Co., Hato Technology, and Tianli Technology rising over 5% [1] - Bank stocks were active, with Agricultural Bank of China rising over 1% to set a new historical high, while other banks like Everbright Bank and Postal Savings Bank also saw gains [3] - The total margin financing balance across both exchanges exceeded 2 trillion yuan for the first time in ten years, reaching 20,056.89 billion yuan, an increase of 167.36 billion yuan from the previous trading day [3] Group 2: Brain-Computer Interface Sector - The brain-computer interface concept saw significant movement, with Qisheng Technology hitting the daily limit and other companies like Weisi Medical and Sanbo Neuroscience also experiencing gains [8] - A new policy from multiple government departments aims to promote the high-quality development of the brain-computer interface industry, targeting breakthroughs in key technologies by 2027 and establishing advanced technical and industrial systems [10] Group 3: Medical Device Sector - The medical device sector experienced a short-term surge, with companies like Sanxin Medical hitting the daily limit and Sino Medical rising over 10% [10] - Recent government policies indicate a shift towards supporting innovative medical devices, suggesting potential recovery in valuations and performance for the medical device sector [10] Group 4: Poultry Industry - The poultry sector saw gains, with Xiaoming Co. rising over 10% and other companies like Minhe Co. and Yisheng Co. also increasing in value [10] - Industry insiders noted a rebound in chicken market demand and a decrease in breeding costs as key factors driving stock price increases [10] Group 5: Dairy Industry in Hong Kong - Dairy stocks in Hong Kong strengthened, with Aoyuan Group rising over 30% and other companies like China Shengmu and Modern Farming also seeing significant increases [12] - Analysts highlighted a strategic shift in China's dairy industry from "scale expansion" to "value enhancement," with solid dairy products like cheese and butter becoming increasingly important [12] Group 6: Crystal Technology Holdings - Crystal Technology Holdings saw a nearly 6% increase, with expectations of achieving a profit of at least 50 million yuan in the first half of 2025, a significant turnaround from a loss of 1.238 billion yuan in the same period of 2024 [12] - The anticipated improvement in performance is attributed to a partnership with DoveTree Medicines, leveraging AI and robotics for drug discovery solutions [12]

Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant growth, driven by recent policy support and technological advancements, with several companies in the field seeing substantial stock price increases. Group 1: Company Performance - QiSheng Technology (麒盛科技) saw its stock price rise by 10.01% to 14.40, with a market capitalization of 5.08 billion, focusing on sleep-related technologies and brain-machine interaction [2] - Innovation Medical (创新医疗) increased by 9.99% to 20.59, with a market cap of 8.57 billion, holding a 40% stake in BoLing Brain-Machine Technology, which is developing core BCI technologies [2] - Xiangyu Medical (翔宇医疗) surged by 13.72% to 65.97, with a market cap of 10.56 billion, having completed several key projects in the BCI field and holding numerous patents [2] - Chengpin Technology (诚品通) rose by 8.60% to 23.23, with a market cap of 6.04 billion, collaborating with Tsinghua University on both non-invasive and invasive BCI technologies [2] Group 2: Industry Developments - On August 7, the Ministry of Industry and Information Technology and six other departments released guidelines to promote BCI innovation, aiming for breakthroughs in key technologies by 2027 [3] - The establishment of the Hubei BCI Industry Innovation Development Alliance was announced on August 9, indicating a collaborative effort to advance the sector [3] - The 2025 World Robot Competition showcased non-invasive BCI products for nerve injury treatment, highlighting the practical applications of BCI technology [3] Group 3: Institutional Insights - The guidelines emphasize the establishment of an advanced technology, industry, and standard system for BCI by 2027, with expectations for BCI applications in healthcare, rehabilitation, and skill replacement [4] - BCI technology is positioned at the intersection of life sciences and information sciences, facilitating collaboration between biological and machine intelligence [4] - Various provinces and cities in China are implementing policies to support BCI development, with significant potential for commercialization in healthcare and other sectors [5]

8月12日，A股脑机接口概念板块走高，其中截至发稿，麦澜德股价涨超18%，翔宇医疗涨12%，麒盛科技涨10%。另外，创新医疗、诚益通、倍益康等多只 概念股走高。 | | 脑机接口 | | | | --- | --- | --- | --- | | | 1648.57 3.24% | | | | 基金 成分股 | 资金 板块分析 | 新闻 | 简况(F1 | | 人气龙头 | | | | | 1 创新医疗 | 2 际华集团 | | 3 翔宇医疗 | | 9.99% | -3.37% | | 12.05% | | 首板涨停 领涨15次 | 4天2板 领涨5次 | | 领涨5次 | | ●展开分析 | 最新 | 涨幅 + | 流通市值 | | 麦澜德 | 53.01 | 18.46% | 19.5亿 | | ■ 688273 | | | | | 首板涨停 最终涨停 10:14 | | | | | 翔宇医疗 | 65.00 | 12.05% | 104亿 | | 麗 688626 | | | | | 人气龙头3 | | | | | 麒盛科技 | 14.40 | 10.01% | 50.8亿 | | 603610 | ...

Group 1 - The core viewpoint of the article highlights the significant rise in Hong Kong's brain-computer interface (BCI) concept stocks, driven by a recent policy initiative from multiple government departments aimed at promoting the BCI industry [1] - The Ministry of Industry and Information Technology, National Development and Reform Commission, and Ministry of Education, among others, jointly issued implementation opinions on August 7, targeting breakthroughs in key technologies by 2027 and the establishment of a technology, industry, and standards system [1] - By 2030, the goal is to cultivate 2-3 global leading enterprises in the BCI sector, indicating a strategic push for China to gain a competitive edge in the global BCI landscape [1] Group 2 - Recent breakthroughs in policy, technology, capital, and medical applications signify that BCI technology is transitioning from laboratory research to large-scale commercial use [1] - According to Guojin Securities, the BCI sector has diverse application scenarios and rich product and research paths, suggesting a vast potential market that could accelerate commercialization with supportive policies for product registration and medical insurance [1] - Domestic leading companies have made significant technological advancements in non-invasive BCI products, indicating a promising commercial potential for these innovations [1] Group 3 - Notable stock performances include Nanjing Panda Electronics rising over 10%, Brain Hole Technology increasing by 7%, and MicroBrain Science up by 5%, reflecting investor optimism in the BCI sector [1] - The stock prices and percentage changes of key companies are as follows: Nanjing Panda Electronics at 5.880 with a 10.11% increase, Brain Hole Technology at 0.230 with a 6.98% increase, MicroBrain Science at 16.020 with a 4.98% increase, and Brain Motion Aurora-B at 5.150 with a 1.58% increase [1]

Group 1 - The core viewpoint of the article highlights the recent surge in brain-computer interface (BCI) concept stocks, with companies like Innovation Medical experiencing significant gains, including three consecutive trading limits in six days [1] - The Ministry of Industry and Information Technology, along with six other departments, has released an implementation opinion aimed at promoting innovation and development in the BCI industry [1] - The document outlines a goal for 2027, where key technologies in the BCI field are expected to achieve breakthroughs, leading to the establishment of an advanced technical system, industrial system, and standard system [1] Group 2 - Notable stock performances include Qi Sheng Technology reaching a trading limit, Bei Yi Kang increasing over 10%, and other companies like Cheng Yi Tong, Sanbo Neuroscience, Aipeng Medical, Nanjing Panda, and Jiahe Intelligent also experiencing upward trends [1] - The overall market sentiment is positively influenced by the government's supportive policies and the anticipated growth in the BCI sector [1]