Group 1 - Neuralink announced a clinical trial in the UK to test its brain chip for helping severely paralyzed patients control digital and physical devices through thought [2] - The company raised $650 million in its latest funding round in June and has implanted chips in five severely paralyzed patients in the US [2] - The first patient to receive the brain chip, Nolan Abbott, who was paralyzed for eight years, can now control a computer cursor by imagining moving his fingers [2] Group 2 - Neuralink's device Blindsight allowed a monkey to "see" non-existent objects by stimulating the brain's visual areas, aiming to help blind individuals regain sight [3] - Elon Musk stated that achieving medical goals with brain-machine interfaces is a transitional phase, with the ultimate goal being to enhance communication speed for all [3] - Musk predicted that digital superintelligence, which surpasses human intelligence, could emerge within 5 to 6 years, although the development of AI may be hindered by microchip supply bottlenecks [3]

今年3月，国家医保局发布《神经系统医疗服务价格项目立项指南》，为"侵入式脑机接口置入费""侵入 式脑机接口取出费""非侵入式脑机接口适配费"分别立项。其指出，将指导各省医保局参考，结合实际 做好对接落实，制定全省统一的价格基准，由具有价格管理权限的统筹地区对照全省价格基准，上下浮 动确定实际执行的价格水平。 近几个月来，已有地方公示脑机接口相关医疗服务价格项目： 国家医保局新增了100多项与医疗新技术相关的价格项目。 据央视新闻报道，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。 据悉，国家医保局从立项、定价等方面入手，畅通新技术的收费通道，助力满足临床急需的新技术新产 品加快收益回报。目前已公布的30批立项指南新增涉及新产品新设备的价格项目100多项，基本形成"价 格立项与技术创新并行"的格局。 其中，报道特别强调了对脑机接口技术进入临床并收费的支持情况：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。 3月31日，湖北省医保局发布脑机接口医疗服务价格， ...

（原标题：突然大爆发，601606股价创新高！这一领域迎利好，主力资金抢筹股出炉） 我国脑机接口正处于由基础研究向临床应用转化的重要阶段。 7月31日，市场全天震荡调整，三大股指午后均跌超1%。算力概念股活跃，英维克、川润股份等多股涨 停。创新药概念延续强势，钢铁、煤炭等周期股集体调整，油气、有色金属等板块跌幅居前。 军工股尾盘爆发，长城军工(601606)涨停再创新高，北方长龙涨17.22%，捷强装备、内蒙一机等个股尾 盘快速上涨。 国家医保局支持脑机接口等新技术进入临床并收费 据央视新闻报道，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。国家医保局从立项、定价等方面入手，畅通新技术的收费通 道，助力满足临床急需的新技术新产品加快收益回报。 | | | 主力资金净流入额居前的脑机接口概念股一览 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 总市值 (亿元) | 年内涨跌幅 (%) | 7月31日丰力 净流入额 | | 300418 | 昆仑万维 | 450.67 | -6.70 | (亿 ...

Industry Insights - The State Council of China has approved the implementation of the "Artificial Intelligence +" initiative, aiming to promote the large-scale commercialization of AI applications across various sectors, fostering a virtuous cycle of innovation and application [2] - The National Development and Reform Commission (NDRC) emphasized the need to deepen the construction of a unified national market and eliminate "involutionary" competition, while also promoting high-level opening-up [4] - The global brain-computer interface medical application market is projected to reach $40 billion by 2030, with supportive policies expected to accelerate the industry's development [10] - The low-altitude economy in Shenzhen is targeted to exceed a production scale of 130 billion, driven by policy and capital [11] - The domestic gaming market in China has seen record highs in revenue and user scale in the first half of the year, with strong long-term investment value in leading gaming companies [12] Company Insights - Apple's Q3 revenue reached $94.04 billion, marking a 10% year-on-year increase, with net profit at $24.43 billion; however, concerns remain regarding the lack of a compelling AI strategy and potential tariff impacts [3] - XGIMI Technology reported a net profit of 88.66 million yuan for the first half of the year, a significant increase of 2062.33% [15] - Jinhe Biology's net profit for the first half of the year was 138 million yuan, reflecting a year-on-year increase of 51.52% [15] - PetroChina Oilfield Services secured a construction project worth 3.597 billion yuan [15] - Nanchin Technology expects a net profit of between 109 million and 133 million yuan for the first half of the year, representing a decrease of 35.09% to 47.03% year-on-year [15]

智通财经获悉，据央视新闻报道，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，报道特别强调了对脑机接口技术进入临 床并收费的支持情况：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。 3月12日，国家医保局印发《神经系统类医疗服务价格项目立项指南(试行)》，其中专门为脑机接口新 技术单独立项，设立了"侵入式脑机接口置入费""侵入式脑机接口取出费""非侵入式脑机接口适配费"等 价格项目。 3月以来，湖北、浙江、江苏三省已纷纷公示脑机接口相关医疗服务价格项目：江苏省医疗保障局拟定 江苏省脑机接口相关医疗服务价格项目，非侵入式脑机接口适配费为966元/次，侵入式脑机接口置入费 为6600元/次，侵入式脑机接口取出费为3200元/次。浙江省医保局出台《关于公布脑机接口相关医疗服 务价格项目的通知》，其中侵入式脑机接口置入费6580元/次，侵入式脑机接口取出费3150元/次，非侵 入式脑机接口适配费966元/次。湖北省医保局发布脑机接口医疗服务价格，侵入式脑机接口 ...

Group 1 - The National Healthcare Security Administration (NHSA) has established a pricing mechanism for newly launched drugs and medical devices, including over 100 price items related to new medical technologies, particularly supporting the clinical application and pricing of brain-computer interface (BCI) technology [1][2] - The NHSA issued the "Guidelines for the Pricing of Neurological Medical Services (Trial)" on March 12, which specifically includes pricing items for BCI technologies such as "invasive BCI implantation fee," "invasive BCI removal fee," and "non-invasive BCI adaptation fee" [1][2] - The pricing standardization for BCI projects provides clarity for companies on how to charge, which is expected to facilitate the implementation of new technologies in medical institutions [3] Group 2 - Provinces such as Hubei, Zhejiang, and Jiangsu have announced BCI-related medical service pricing, with fees for non-invasive BCI adaptation set at 966 yuan per session, invasive BCI implantation at 6,600 yuan per session, and invasive BCI removal at 3,200 yuan per session in Jiangsu [2] - The global market for BCI medical applications is projected to reach $40 billion by 2030 and $145 billion by 2040, indicating significant growth potential in the downstream application market [3] - Companies like MicroPort NeuroScience and Heartway Medical are actively involved in the BCI sector, with MicroPort holding a significant market share in China's neuro-interventional medical device market and Heartway recently completing animal trials for an invasive BCI [4]

Group 1 - Neuralink is launching a clinical study in the UK to test its brain-computer interface chips that help severely paralyzed patients control digital and physical tools using their thoughts [2] - The company is collaborating with University College London Hospitals NHS Trust and Newcastle Hospitals for this research [2] - Patients with paralysis due to spinal cord injuries or amyotrophic lateral sclerosis (ALS) are eligible to participate, with five severely paralyzed patients already using the device [2] Group 2 - Neuralink raised $650 million in its latest funding round and has raised approximately $1.3 billion from investors to date, with a valuation of about $9 billion [3] - The company plans to begin human trials of its brain-computer interface in 2024 after addressing safety concerns raised by the FDA, which had previously rejected its application in 2022 [2]

马斯克旗下脑机接口公司Neuralink将在英国开展临床研究。 ...

三博脑科月内获22家机构调研。公司表示，6月14日，全球首例介入式脑机接口辅助人体患肢运动功能 修复试验在我国完成，成功帮助一名偏瘫患者实现运动功能修复。这一成果展示了我国在脑机接口核心 技术上的自主创新能力，标志着我国介入式脑机接口技术在精准控制、神经重建和智能康复领域迈出了 关键一步。 从资金面来看，受利好消息影响，7月31日多只脑机接口概念股获主力资金净流入，昆仑万维、科大讯 飞、创新医疗的净流入额均超亿元，分别净流入3.64亿元、2.26亿元和1.16亿元。乐普医疗、冠昊生 物、爱朋医疗、三博脑科等个股主力资金净流入额居前。 据数据宝，央视新闻报道，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。国家医保局从立项、定价等方面入手，畅通新技术 的收费通道，助力满足临床急需的新技术新产品加快收益回报。目前已公布的30批立项指南新增涉及新 产品新设备的价格项目100多项，基本形成"价格立项与技术创新并行"的格局。比如神经系统类立项指 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 ...

据央视新闻7月31日报道，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。 据悉，国家医保局从立项、定价等方面入手，畅通新技术的收费通道，助力满足临床急需的新技术新产 品加快收益回报。比如：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。 公司方面，据中证报表示， 熵基科技：公司官微指出，熵基科技在脑机接口技术领域的核心布局之一，是其旗下子公司熵云脑机研 发的多模态数据融合与分析技术。 创新医疗：公司参股的博灵脑机采用脑机接口技术开发的 B 端产品（上肢外骨骼主动康复训练系统） ，能够精准识别偏瘫患者的主动运动意图，使其患侧肢体的被动训练与主动运动意图相匹配，能有效提 升康复训练效果。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 今年3月，国家医保局发布《神经系统医疗服务价格项目立项指南》，为"侵入式脑机接口置入费""侵入 式脑机接口取出费""非侵入式脑机接口适配费"分别立项。机构指出，脑机接口医疗服务收费机制的出 台，有 ...