8月7日，智通财经获悉，美国血管介入脑机接口企业Synchron近日首次公开演示，植入血管介入脑机接 口系统的渐冻症患者，凭借意念便可以操控iPhone、iPad等，无需肢体动作或语音指令。这标志着苹果 公司将脑信号识别作为一种与触摸、键盘和语音并列的原生输入方式。 前中国内地首富陈天桥在2021年便已完成对Synchron的投资。陈天桥曾表示，"大脑是人类最后的疆 域，也是最具挑战性的研究领域。我们相信，通过对Synchron等前沿技术公司的投资，能够加速脑科学 与人工智能的融合发展。" 目前，Synchron已在多项临床试验中取得进展，在美国让6名患者的大脑运动皮层实现了精确部署和覆 盖，让其通过意念来操作电子设备发送电子邮件、网上购物和社交媒体互动等。 ...

7日，沪指窄幅震荡上扬，盘中续创年内新高，连续4日收阳；脑机接口概念尾盘崛起。港股亦拉升，恒生指数一度涨近1%。 具体来看，沪指盘中维持上扬态势，盘中最高攀升至3645.12点，刷新年内高点；创业板指走势疲弱。截至收盘，沪指涨0.16%报3639.67点，深证成指跌0.18%报 11157.94点，创业板指跌0.68%报2342.86点，上证50指数翻红，沪深北三市合计成交18528亿元，较此前一日增加约930亿元。 场内超3000股飘绿，医药、保险、钢铁等板块疲弱；半导体板块拉升，东芯股份涨停续创历史新高，富满微、斯达半导等亦涨停；稀土板块午后爆发，正海磁材、 阿石创等涨停；脑机接口概念尾盘崛起，翔宇医疗涨约12%，际华集团、创新医疗双双涨停；消费电子概念上扬，胜蓝股份、卓兆点胶等涨超10%。值得注意的 是，长城军工尾盘再度涨停续创新高，年内已累计大涨近3.4倍。而5连板的倍加洁则跳水跌停，盘中上演"天地板"走势。 港股方面，康方生物跌超8%，药明生物、君实生物跌约5%，药明康德跌超4%；金沙中国涨约5%。 稀土板块爆发 稀土板块午后强势拉升，截至收盘，正海磁材、阿石创20%涨停，中科磁业涨约13%，九菱科 ...

Group 1 - The A-share market shows a mixed performance with the Shanghai Composite Index reaching a new high for the year, stabilizing above 3600 points, but indicating a lack of short-term upward momentum due to declining trading volume [1][3] - A total of 2117 stocks rose, reflecting a typical "80/20" market structure where fewer stocks are driving gains, leading to a significant decrease in the market's profitability effect [2] - The trading volume increased but did not surpass 1.9 trillion yuan, indicating structural divergence between heavyweight stocks and growth stocks, with a warning that if the volume drops below 1.7 trillion yuan, it may test the 3600-point support [3] Group 2 - There was a net outflow of 56 billion yuan from major funds, while retail investors experienced a net inflow of 299 million yuan, suggesting a cautious approach from institutional investors amid high volatility in speculative themes [5][6][7] - The sentiment among retail investors is characterized by extreme anxiety and speculative trading, with a notable divergence in performance between high-heat trading and low-confidence holdings [7] - The average position of investors is reported at 48.93%, with 30% increasing their positions and 19.66% reducing them, indicating a mixed sentiment towards market movements [12][19]

Core Insights - The Chinese government has issued implementation opinions to promote the innovation and development of the brain-computer interface (BCI) industry, aiming for significant technological breakthroughs by 2027 and a robust industry ecosystem by 2030 [1][2]. Group 1: Technological Development Goals - By 2027, key technologies in brain-computer interfaces are expected to achieve breakthroughs, establishing an advanced technical, industrial, and standard system [2]. - The performance of electrodes, chips, and complete products is projected to reach international advanced levels, with applications accelerating in industrial manufacturing, healthcare, and consumer life [2]. - The industry scale is anticipated to grow, creating 2 to 3 industrial development clusters and exploring new scenarios, models, and business formats [2]. Group 2: Key Components and Innovations - The opinions emphasize the need to break through critical brain-machine chips, focusing on developing high-channel, high-speed brain signal acquisition chips, enhancing analog-to-digital conversion, channel management, and noise suppression [3]. - There is a push for the development of high-performance, ultra-low-power brain signal processing chips to strengthen parallel processing capabilities and integrate sensing, computing, and regulation functions [3]. - The development of ultra-low-power, high-speed, and highly reliable communication chips is also highlighted to improve brain signal transmission and anti-interference capabilities [3]. Group 3: Auxiliary Equipment Development - The opinions propose the development of auxiliary physiological signal devices that integrate brain signals with electromyography, electrooculography, electrocardiography, and near-infrared signals to enhance interaction control and perceptual assessment accuracy [4]. - There is a focus on creating high-precision surgical robots for implanting brain-computer interfaces, aiming to achieve sub-micron precision control and dynamic adjustment technology [4]. - The goal is to improve real-time imaging and three-dimensional reconstruction capabilities in the implantation process [4].

Market Overview - The Shanghai Composite Index experienced a slight increase, reaching a new high for the year at 3645.12 points, closing at 3639.67 points, up 0.16% [1] - The Shenzhen Component Index fell by 0.18% to 11157.94 points, while the ChiNext Index decreased by 0.68% to 2342.86 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 185.28 billion yuan, an increase of approximately 93 billion yuan from the previous day [1] Semiconductor Sector - The semiconductor sector saw significant gains, with Dongxin Co. hitting a 20% limit up, continuing to set historical highs [7] - Other companies such as Fumanwei and SIDA Semiconductor also reached their daily limit up, indicating strong market performance in this sector [7] - The sector is influenced by geopolitical factors, including potential tariffs on chips and semiconductors imposed by the U.S. [9] Rare Earth Sector - The rare earth sector experienced a strong rally, with companies like Zhenghai Magnetic Materials and Ashi Chuang both hitting the 20% limit up [3] - The demand for rare earth materials is expected to increase due to the traditional consumption peak in August, with some major manufacturers already scheduling orders into mid-September [5] - Supply constraints and easing export controls are contributing to a bullish market sentiment, with expectations of continued price increases [5] Brain-Computer Interface (BCI) Sector - The BCI sector saw a notable rise, with companies like Beiyikang and Xiangyu Medical experiencing significant gains, including a nearly 18% increase for Beiyikang [10] - The Ministry of Industry and Information Technology in China has issued guidelines to promote the development of the BCI industry, aiming for breakthroughs in key technologies by 2027 [12] - The global market for BCI applications in healthcare is projected to reach $40 billion by 2030 and $145 billion by 2040, indicating substantial growth potential [12]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index reaching a new high for the year, closing up 0.16% [1] - The Shenzhen Component Index fell by 0.18%, and the ChiNext Index decreased by 0.68% [1] - Total trading volume in the Shanghai and Shenzhen markets reached 1.8255 trillion yuan, an increase of 91.4 billion yuan compared to the previous day [1] Sector Performance - Various sectors experienced mixed results, with small metals, jewelry, semiconductors, medical devices, precious metals, energy metals, and logistics industries leading in gains [2] - Conversely, the biopharmaceutical, chemical pharmaceuticals, insurance, and steel industries saw the largest declines [2] - Over 2,100 stocks rose, with more than 70 stocks hitting the daily limit up [2] Notable Stocks - The rare earth permanent magnet sector saw a significant surge, with a peak increase of over 4.5%, closing up 3.69% [2] - Notable stocks in this sector included Zhenghai Magnetic Materials and Aishi Chuang, both hitting the daily limit up, while Benlang New Materials, Zhongke Magnetic, and Jiuling Technology also performed well [2] - Northern Rare Earth, with a market capitalization of approximately 140 billion yuan, rose significantly by 6.01%, with a trading volume exceeding 14.8 billion yuan [5][6] Brain-Computer Interface Sector - Brain-computer interface concept stocks experienced a collective surge, with Innovation Medical hitting the daily limit up, and Xiangyu Medical and Aipeng Medical rising by 11.74% and over 8%, respectively [8] - The rise was attributed to recent policy announcements from multiple government departments aimed at promoting innovation in the brain-computer interface industry, with key technological breakthroughs expected by 2027 [8]

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.69%, marking a four-day consecutive rise and returning above the 25,000-point level [1] - The Hang Seng China Enterprises Index and the Hang Seng Tech Index rose by 0.55% and 0.26% respectively, indicating a gradual recovery in market sentiment [1] Technology Sector - Major technology stocks served as market indicators, with Alibaba rising by 2.14%, and JD.com and Baidu increasing by 1.7% [1] - Xiaomi, however, saw a decline of nearly 4% as Daiwa projected that Q2 smartphone shipments may fall below expectations [1] Brain-Computer Interface Industry - The Ministry of Industry and Information Technology, along with six other departments, issued implementation opinions to promote innovation in the brain-computer interface industry, leading to significant gains in related stocks [1] - Nanjing Panda Electronics surged over 19%, showcasing strong performance in this sector [1] Gaming and Gambling Sector - The Macau gaming industry is experiencing a robust recovery, with institutional support boosting the performance of gaming stocks [1] - Following a 5% increase in Apple’s stock price in the overnight US market, related stocks in Hong Kong also saw collective strength, with GoerTek rising by 9.6% [1] Other Sectors - Various sectors including gold stocks, property stocks, restaurant stocks, banking stocks, shipping stocks, paper industry stocks, and gas stocks all experienced gains [1] - Conversely, the biopharmaceutical sector saw a collective pullback, with innovative drug stocks like CanSino Biologics, Innovent Biologics, and Junshi Biosciences experiencing notable declines [1] - Other sectors such as military, robotics, steel, and photovoltaic stocks generally faced downward pressure [1]

Core Viewpoint - The implementation opinions released by various Chinese government departments aim to promote the innovation and development of the brain-computer interface (BCI) industry, recognizing it as a frontier technology that integrates life sciences and information sciences, with significant potential for disruptive breakthroughs [1][2]. Group 1: Overall Strategy - The strategy is guided by Xi Jinping's thoughts and aims to enhance the innovation capability of the BCI industry, focusing on the collaborative development of life sciences and information sciences, and expanding application scenarios [2]. - By 2027, breakthroughs in key BCI technologies are expected, establishing advanced technical, industrial, and standard systems, with products achieving international advanced levels [2]. - By 2030, the BCI industry's innovation capability is anticipated to significantly improve, fostering globally influential leading enterprises and a competitive industrial ecosystem [2]. Group 2: Strengthening Basic Hardware and Software - Innovations in brain signal sensing components are prioritized, including the development of implantable electrodes and non-invasive electrodes with improved performance metrics [3]. - Key BCI chips will be developed to enhance signal acquisition and processing capabilities, focusing on low power consumption and high reliability [3]. - Software tools will be improved to enhance brain signal encoding and decoding accuracy, utilizing AI technologies for better performance [4]. Group 3: High-Performance Product Development - The development of implantable devices will focus on integrating high-density neural recording sensors and low-power chips to improve control precision [6]. - Non-invasive devices will be mass-produced with innovations in form factors like headsets and glasses, promoting their integration into consumer products [6]. - Auxiliary devices will be developed to enhance interaction control and perception assessment through multi-modal signal fusion [6]. Group 4: Promoting Technological Application - The promotion of innovative industrial results will involve organizing key tasks and supporting high-level exhibitions to showcase advancements [8]. - The establishment of testing and pilot platforms will enhance product application capabilities and improve interoperability [8]. Group 5: Fostering Innovation Entities - The strategy includes nurturing leading enterprises in the BCI field and supporting the formation of industry innovation consortia [10]. - The establishment of innovation centers and laboratories will enhance the supply capacity of key technologies [10]. Group 6: Enhancing Industry Support Capabilities - A standard system for BCI technology will be established, promoting the development of technical, product, and service standards [12]. - Safety governance frameworks will be developed to protect user data and enhance digital information security [13]. - Talent cultivation will focus on interdisciplinary training to ensure a steady supply of skilled professionals [13]. Group 7: Guaranteeing Measures - Coordination among various departments will be strengthened to promote technological breakthroughs and industry development [14]. - Policy support will be enhanced for major projects and the integration of technology and finance [14]. - International cooperation will be encouraged to accelerate the globalization of the BCI industry [14].

A股震荡 【导读】尾盘突发利好 中国基金报记者 泰勒 大家好，今天的市场，略微调整，尾盘突然传来利好！脑机接口概念板块直线拉升！ 一起看看发生了什么事情。 8月7日，A股震荡分化，三大指数涨跌互现，沪指再创年内新高。截至收盘， 沪指涨0.16%，深成指跌0.18%，创业板指跌0.68%。 全市场共2118只个股上涨，73只个股涨停，3086只个股下跌。 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 13 | | 涨幅 > 7% | 112 | | 涨幅 5-7% | 74 | | 涨幅 3-5% | 219 | | 涨幅 0-3% | 1713 | | 跌幅 0-3% | 2873 | | 跌幅 3-5% | 163 | | 跌幅 5-7% | 27 | | 跌幅 > 7% | 23 | | 其中 時停 | 8 | | 上涨家数 | 2118 | | 下跌家数 | 3086 | | 平盘停牌 | 216 | | 总品种数 | 5420 | | 总成交额 | 18524.79亿 | | 总成交量 | 125739.6万 | | 涨家增减 | -592 | | 涨家增幅 | ...

脑机概念股盘中急升，截至发稿，南京熊猫电子股份(00553)涨16.8%，报5.81港元；微创脑科学(02172) 涨8.81%，报15.68港元。 消息面上，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、国家药监局发布关于推动脑机接口产业创新发展的实施意见。其中提出，发展辅助设备。研发辅助 生理信号设备，通过脑信号与肌电、眼电、心电、近红外等多模态信号的融合，提升交互控制和感知觉 评估的精准度。研发用于植入脑机接口的高精度手术机器人，突破亚微米级精度控制与动态调整技术， 提升区域精准实时成像与三维重建能力。 本文源自：智通财经网 开源证券表示，填补脑机接口医疗服务的价格空白，有望加快落地脑机接口落地运用。脑机接口下游应 用市场潜力大，全球脑机接口医疗应用市场规模有望在2030年达到400亿美元，2040年达到1450亿美 元。上海证券指出，脑机接口技术正从实验室快速走向商业化应用，中国市场迎来高速增长，存在较大 上升空间。 ...