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。 ...

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, establishing a robust technological and industrial framework by 2030 [6][7]. Group 1: Industry Development Goals - By 2027, breakthroughs in key BCI technologies are expected, establishing an advanced technological, industrial, and standard system, with products achieving international advanced levels in performance [2][7]. - The BCI industry is projected to grow significantly, creating 2 to 3 industrial development clusters and exploring new application scenarios, models, and business formats [2][8]. Group 2: Key Technological Innovations - The focus will be on developing high-performance brain signal acquisition chips, enhancing capabilities in analog-to-digital conversion, channel management, and noise suppression [3][9]. - There will be an emphasis on creating high-precision surgical robots for implanting BCIs, achieving sub-micron precision control and dynamic adjustment capabilities [4][11]. Group 3: Product Development - The initiative includes accelerating the development of implantable devices that integrate high-density neural recording sensors and ultra-low power chips, improving control precision and response speed [11]. - Non-invasive devices will be innovated in various forms, such as headsets and glasses, to promote lightweight, high-speed, and low-power applications [11]. Group 4: Application and Market Expansion - The plan includes promoting the application of BCI technologies through organized events and industry matchmaking activities to facilitate the scaling of innovative results [12]. - Enhancements in testing and pilot capabilities will be supported to improve product quality and interoperability [12]. Group 5: Innovation Ecosystem - The strategy aims to cultivate leading enterprises in the BCI field and support the formation of innovation consortia to undertake major national technology projects [13][14]. - The establishment of innovation centers and laboratories will be encouraged to enhance the supply of key common technologies [14]. Group 6: Standards and Safety - A comprehensive standard system for BCI technology will be established, promoting the development of technical, product, and testing standards [15]. - Ethical research and data governance frameworks will be developed to ensure user information security and promote the coordinated development of technology and ethics [15]. Group 7: Support Measures - The plan emphasizes coordinated efforts among various government departments to advance technology, industry development, and safety governance [16]. - Increased policy support will be provided for major projects and the integration of technology and finance to accelerate the commercialization of BCI products [16].

Group 1 - The core viewpoint is that the brain-computer interface (BCI) industry is set for significant innovation and growth, with key technological breakthroughs expected by 2027, leading to the establishment of advanced technical, industrial, and standard systems [1][2] - The BCI technology is categorized into invasive, semi-invasive, and non-invasive types, each with its own advantages in signal quality, safety, and operational difficulty, with a trend towards multimodal applications for information interaction [1] - The core technological barriers in the BCI industry are concentrated in the upstream of the supply chain, primarily involving hardware (electrodes, chips), surgical procedures, and EEG signal processing and analysis [1] Group 2 - The BCI industry is experiencing rapid growth, with over 2,000 cumulative invention and utility model patents expected by the end of 2024, indicating a fluctuating upward trend in patent applications [2] - The industry is transitioning from basic research to clinical application, supported by strong policy backing, marking a critical turning point in the development of BCI technology [2] - The initial application of BCI technology is anticipated to be in the medical field, with a significant potential for expansion into consumer markets in the future [2]

脑机接口概念尾盘异动拉升，创新医疗、际华集团双双涨停，倍益康涨超19%，翔宇医疗、爱朋医疗、 伟思医疗等跟涨。消息面上，工信部等七部门印发《关于推动脑机接口产业创新发展的实施意见》。其 中提出，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。 ...

工信部等七部门印发《关于推动脑机接口产业创新发展的实施意见》其中指出，壮大创新主体，培育优 势企业。发展壮大脑机接口领域领军企业，支持组建产业创新联合体，牵头承担国家科技重大专项等任 务。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。推动大中小企业融通创新，鼓励领军企业开放算法框架、公共数据和共 性技术，为企业共同成长营造良好环境。完善创新载体。支持建设国家制造业创新中心、国家技术创新 中心、国家新兴产业创新中心、国家产业技术工程化中心、全国重点实验室、国家临床医学研究中心， 凝聚产学研各界优势力量，提升脑机接口关键共性技术供给能力。依托产业联盟、行业协会等组织，促 进脑机接口技术交流、供需对接、国际合作，深化创新链产业链资金链人才链融合。建设开源社区，加 强对重点开源项目的支持力度，汇聚全球开发者协同创新。推动产业集聚。引导创新要素向基础好、潜 力大的地区汇聚，立足各地特色和产业优势，分级分类建设孵化器和产业园等，打造创新能力强、应用 场景佳的优 ...

每经AI快讯，8月7日，工信部等七部门印发《关于推动脑机接口产业创新发展的实施意见》。《意 见》指出，发展壮大脑机接口领域领军企业，支持组建产业创新联合体，牵头承担国家科技重大专项等 任务。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。推动大中小企业融通创新，鼓励领军企业开放算法框架、公共数据和 共性技术，为企业共同成长营造良好环境。 ...

人民财讯8月7日电，七部门发布《关于推动脑机接口产业创新发展的实施意见》，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。 ...

Core Viewpoint - The document outlines the implementation opinions from seven departments, including the Ministry of Industry and Information Technology, aimed at promoting innovation and development in the brain-computer interface (BCI) industry, focusing on high-performance products and breakthroughs in implantable devices [1] Group 1: Product Development - The initiative emphasizes the development of high-density neural recording sensors and ultra-low power implantable chips to innovate brain intention recognition functions, enhancing control precision and response speed [1] - It aims to improve existing products such as unidirectional and bidirectional deep brain stimulators, reactive electrical stimulators, and cochlear implants, focusing on enhancing signal acquisition accuracy and functional regulation [1] - The plan encourages the mass production and iteration of non-implantable devices, promoting lightweight, high-speed, and low-power developments in products like adhesive patches, ear patches, in-ear devices, and hairpin-style interfaces [1] Group 2: Integrated Products and Applications - The development of integrated BCI products such as helmets, headsets, glasses, and headphones is highlighted, aiming to merge these with existing consumer products to support iterative applications and large-scale promotion of non-implantable products [1] - The initiative includes the development of auxiliary devices that integrate physiological signal equipment, enhancing interaction control and perceptual assessment accuracy through the fusion of brain signals with electromyography, electrooculography, electrocardiography, and near-infrared signals [1] Group 3: Surgical Technology - The document mentions the research and development of high-precision surgical robots for implantable BCIs, focusing on breakthroughs in sub-micron precision control and dynamic adjustment technology to enhance regional real-time imaging and three-dimensional reconstruction capabilities [1]

Core Insights - CES Asia 2025 is entering a critical phase of preparation, with a significant increase in participation from global tech companies, particularly for the closed-door negotiation meetings, highlighting its importance as a core B2B platform in the tech industry [2][3] - The registration for the closed-door meetings has exceeded expectations, leading the organizers to extend the review period to ensure thorough evaluation of each applicant [2] - Asian companies, especially from China, Japan, and South Korea, dominate the applicant pool, seeking international collaboration to enhance their global presence [2] - Companies from Europe and the US are also participating, bringing advanced technologies and innovative ideas to explore opportunities in the Asian market [2] Industry Trends - In addition to popular sectors like artificial intelligence and the Internet of Things, emerging fields such as quantum computing, brain-computer interfaces, and green energy are also seeing active participation [3] - A European company focused on quantum computing emphasized the growing demand for this technology in the Asian market and aims to find suitable partners through the event [3] - To accommodate the high demand, the organizers plan to increase the number of closed-door meetings and optimize the negotiation process, enhancing efficiency and support for participating companies [3] - The success of CES Asia 2025 reflects the global tech industry's recognition of the Asian market and underscores the event's role in fostering technological exchange and collaboration [3]