8月8日，A股早盘低开，三大股指集体下跌，脑机接口概念活跃。港股低开低走，恒科指跌近1%，有 色金属板块走强，生物医药继续调整。债市方面，国债期货集体上涨。商品方面，国内商品期货多数下 跌，碳酸锂涨近3%，多晶硅跌超2%。核心市场走势： | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | M | 3632.53 | -7.14 | -0.20% | | 399001 | 深证成指 | M | 11121.70 | -36.24 | -0.32% | | 399006 | 创业板指 | Mr. | 2333.34 | -9.52 | -0.41% | | 000300 | 沪深300 | M | 4104.71 | -9.96 | -0.24% | | 000016 | FiF50 | M | 2790.89 | -7.42 | -0.27% | | 000680 | 或创造 | UM | 1346.88 | -14.30 | -1.05% | | 000688 | 科创50 | 4/ ...

《实施意见》具体提到，促进脑机接口中小企业创新供给，加快培育科技和创新型中小企业、高新技术 企业、专精特新中小企业、专精特新"小巨人"企业、制造业单项冠军企业以及瞪羚企业、独角兽企业 等，实施启航企业培育工程，完善企业梯度培育体系；推动产业链上下游集聚发展。推动脑机接口与人 工智能、新材料、机器人等领域企业合作，开展技术应用联合攻关，构建跨领域协作的创新环境。 湘财证券对此发布研报提到，为支持药品和医疗器械创新发展，国家医保局制定新上市药品首发价格机 制，新增了100多项与医疗新技术相关的价格项目。其中，神经系统类立项指南统一设立"脑机接口置入 费""脑机接口适配费"等价格项目，脑机接口技术成熟获批进入临床后，可快速进入临床应用并收费。 【环球网财经综合报道】工信部等七部门近日印发《关于推动脑机接口产业创新发展的实施意见》，提 出2027年、2030年两步走发展目标，围绕加强基础软硬件攻关、打造高性能产品、推动技术成果应用、 壮大创新主体、提升产业支撑能力等方面提出17项具体举措。 据此湘财证券认为，作为医疗领域前沿技术，脑机接口的应用将在患者检测、疾病康复、技能替代等方 向逐步落地，并建议关注积极布局脑机接 ...

Group 1 - The brain-computer interface concept stocks have seen a significant increase, with companies like Innovation Medical and Jihua Group reaching their daily limit up [1] - Beikang has risen over 20%, while Sanbo Neuroscience, Aipeng Medical, and Chengyitong have all increased by more than 10% [1]

Market Overview - A-shares opened lower on Friday, with the Shanghai Composite Index down 0.13% at 3634.85 points, the Shenzhen Component down 0.19% at 11136.34 points, and the ChiNext Index down 0.2% at 2338.25 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 14.496 billion yuan [1] - Military stocks experienced a pullback, while brain-computer interface concept stocks opened higher, with notable gains in the medical device sector [1] Company News - Upstream New Materials reported a net profit of 29.9004 million yuan for the first half of the year, a decrease of 32.91% year-on-year [2] - SMIC announced second-quarter revenue of $2.21 billion, a year-on-year increase of 16%, and expects third-quarter revenue to grow by 5% to 7% [2] - Sais Electric reported July sales of 44,581 new energy vehicles, a year-on-year increase of 5.7% [2] - Tongfu Microelectronics disclosed that the National Fund reduced its holdings by 13.1424 million shares, bringing its stake down to 6.91% [3] - China Mobile reported a net profit of 84.2 billion yuan for the first half of the year, with an interim dividend of 2.75 HKD per share [4] - Huahong Semiconductor projected third-quarter sales revenue between $620 million and $640 million, with a gross margin of 10% to 12% [5] - Dao Technology announced a deep cooperation with Gongji Technology and Chip Pei Sen for atomic-level scientific computing power business [6] - Dongfang Bio stated that its chikungunya fever test reagents are primarily sold to Africa, South America, Southeast Asia, and South Asia [7] - *ST Jintai reported that two proposals were not approved by the board, with several directors opposing the company's response to regulatory inquiries [8] - Shuo Beid announced that it has delivered sample server liquid cooling plates and other cooling products to Taiwanese clients [9] - Jingxin Pharmaceutical signed a patent licensing agreement with Gedeon Richter Plc [10] - Buchang Pharmaceutical's subsidiary signed an exclusive supply agreement with GOODFELLOW [11] Industry Insights - The Ministry of Industry and Information Technology and six other departments released implementation opinions to promote the innovation and development of the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 [12] - A new intelligent demonstration line for rare earth disc motors has been established in Baotou, Inner Mongolia, marking a significant step in high-end rare earth permanent magnet motor research and industrialization [13] - The People's Bank of China reported that gold reserves reached 73.96 million ounces at the end of July, an increase of 60,000 ounces from the end of June, continuing a trend of gold accumulation [14] - The State Council held a press conference regarding the implementation of free preschool education, which is expected to benefit approximately 12 million children this fall, with an increase in national fiscal expenditure of about 20 billion yuan [15] - The commercial space sector is set for a satellite launch on August 9, with the "Jili Star 04 Group" consisting of 11 satellites aimed at providing centimeter-level positioning and satellite communication support [16] - Eli Lilly announced that its oral weight loss drug Orforglipron showed a nearly 12% weight reduction in trials, although it fell short of Wall Street's expectations [17] Institutional Perspectives - CITIC Securities highlighted that the solid-state battery industry is at a critical point of industrialization, driven by policy support and technological advancements, presenting investment opportunities in battery equipment [18] - China International Capital Corporation expressed optimism about investment opportunities in the outdoor sports and gold jewelry sectors, driven by lifestyle changes and innovative product offerings [19] - Guojin Securities recommended focusing on leading refining and chemical companies with integrated projects and diverse product offerings to enhance market competitiveness and profitability [20]

Market Overview - On August 7, the market experienced fluctuations, with the Shanghai Composite Index rising by 0.16% and the ChiNext Index falling by 0.68%[3] - The total trading volume reached 1.85 trillion CNY, an increase of approximately 90 billion CNY compared to the previous trading day[1] Sector Performance - More than half of the sectors saw gains, with notable increases in non-ferrous metals, real estate, beauty care, and textiles[1] - The semiconductor sector showed significant activity, indicating continued investment interest in technology[1] Capital Flow - On August 7, the net inflow for the Shanghai Stock Exchange was 4.396 billion CNY, while the Shenzhen Stock Exchange saw a net outflow of 7.555 billion CNY[4] - The top three sectors for capital inflow were semiconductors, consumer electronics, and new metal materials, while the sectors with the highest outflows included chemical pharmaceuticals, components, and batteries[4] Economic Indicators - As of the end of July, China's gold reserves stood at 73.96 million ounces (approximately 2,300.41 tons), marking an increase of 60,000 ounces (approximately 1.86 tons) for the ninth consecutive month[5] - In July, China's exports reached 2.31 trillion CNY, reflecting an 8% year-on-year growth, while imports totaled 1.6 trillion CNY, up 4.8%[6] Fund Dynamics - The first batch of 26 new floating-rate funds has begun to establish positions, with 22 of them achieving positive returns since inception, representing over 80% of the total[12] - The number of newly registered private equity securities investment funds in July increased by nearly 20% compared to June, reaching a two-year monthly high[13]

机构表示，根据Precedence Statistics的统计与预测，2023年全球脑机接口市场规模约为23.5亿美元，至 2033年将提升至108.9亿美元，对应2023年—2033年CAGR为17%。而国内脑机接口市场规模目前仅为10 亿元左右，预计2040年将超过1200亿元，对应2024年—2040年CAGR为26%。海内外脑机接口技术目前 仍在应用落地的初期，随着技术的不断进步成熟、政策的支持以及临床试验的推进，预计脑机接口市场 规模将很快进入迅速增长的阶段。 脑机接口概念8日盘中再度走高，截至发稿，倍益康涨超15%，盘中创历史新高；三博脑科涨近12%， 创新医疗、际华集团连续两日涨停，爱朋医疗涨近9%亦创出新高。 消息面上，7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》。《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 ...

（更新中） 恒生科技指数盘初跌超1%，中芯国际跌5.3%领跌成分股。 09:33 脑机接口板块开盘表现活跃 创新医疗、际华集团涨停，三博脑科、倍益康、南京熊猫等跟涨。 | 代码 | 名称 | 涨幅号 | | --- | --- | --- | | 002173 | 创新医疗 | +10.02% | | 601718 | 不华集团 | +10.00% | | 870199 | 倍益康 | 49.52% | | 301293 | 三博脑科 | 48.88% | | 600775 | 南京熊猫 | 45.04% | | 300753 | 爱朋医疗 | +4.78% | | 688767 | 博拓生物 | +3.49% | | 300793 | 佳禾智能 | +3.09% | | 688273 | 麦澜德 | +2.82% | | 603610 | 麒盛科技 | +2.73% | 09:25 A股开盘｜三大指数集体低开 创新药题材跌幅靠前 沪指开盘报3634.85点，跌0.13%，深成指开盘报11136.34点，跌0.19%，创业板指开盘报2338.25点，跌 0.2%。PEEK材料、军工、液冷服务器、稀土永磁、创新 ...

09:32 恒生科技指数跌超1% PEEK材料、军工、液冷服务器、稀土永磁、创新药题材跌幅靠前；脑机接口概念股走强。 （更新中） 09:52 N天富龙上市首日高开200.81%，现涨逾191%。 | | | 分时 多日 1分 5分 15分 30分 60分 日 周 月 更多 | | | | | F9 | | --- | --- | --- | --- | --- | --- | --- | --- | | 82.00 | | | | 603406[N天富龙] 09:50 价 68.87 涨跌 45.27(191.82%) 均价 72.06 成交量 337 成交金额 243万 | | | | | 72.27 V | M | | | | | | | | 62.53 | | | | | | | | | 52.80 | | | | | | | | | 43.07 | | | | | | | | | 33.33 | | | | | | | | | 23.60 | | | | | | | | | 13.87 | | | | | | | | | 4.13 | | | | | | | | | -5.60 | | | | | | ...

8月8日，A股早盘弱势震荡，截至9:40，沪指跌0.17%，深成指跌0.31%，创业板指跌0.43%。 盘面上，脑机接口概念走强，创新医疗4天3板；商业航天概念延续强势，上海港湾2连板；燃气板块拉 升，洪通燃气4连板。下跌方面，半导体赛道回调，软件开发、影视、消费电子、证券等板块跌幅居 前。 展望后市，中原证券认为，防范市场短期可能面临技术性调整压力，中期上行趋势未改，依旧看好科技 创新与内需消费领域。 热门板块 1、脑机接口概念走强 2、中原证券：建议关注成长与价值轮动带来的机会 中原证券认为，防范市场短期可能面临技术性调整压力，中期上行趋势未改，依旧看好科技创新与内需 消费领域。8月考虑风格轮动带来的机会，建议关注周期和稳定风格的行业，电力、石油装备、交运等 行业。另一方面，中央城市工作会议强调优化存量、高质量开展城市更新，房地产行业在政策引导下预 期改善带来的机会。 脑机接口概念股走强，创新医疗4天3板，际华集团、倍益康、南京熊猫、三博脑科、中科信息、麒盛科 技、佳禾智能、翔宇医疗等跟涨。 商业航天概念延续强势，上海港湾2连板，飞沃科技、航天智装、上海沪工、航天科技、华力创通等跟 涨。 点评：消息面上， ...

值得注意的是，医疗康复领域是脑机接口技术应用的核心场景，也是脑机接口当前主要的产业化方向， 在运动功能康复、言语与沟通辅助、神经及精神疾病干预与治疗、认知障碍与情绪调节等场景中有广阔 应用前景。 此次《实施意见》发布，有利于进一步营造科技助残良好氛围，让广大残疾人受益。 《实施意见》指出，要打造高性能产品，加快植入式设备研发突破、推动非植入设备量产迭代、发展辅 助设备。 《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。 文/李氏琼 近日，工业和信息化部、国家发展改革委、教育部、国家卫生健康委、国务院国资委、中国科学院、国 家药监局等七部门发布《关于推动脑机接口产业创新发展的实施意见》（下称《实施意见》） ...