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 ...

明日主题前瞻 1、人工智能 | 7月31日，国务院总理李强主持召开国务院常务会议，审议通过《关于深入实施"人工智能+"行动的意见》。会议指出，要深入实施"人工智能 +"行动，大力推进人工智能规模化商业化应用，推动人工智能在经济社会发展各领域加快普及，深度融合，形成以创新带应用，以应用促创新的良性循 环。 点评：证券时报指出，深入实施"人工智能+"行动是中国推动新质生产力发展和数字化转型的核心战略。2025年《政府工作报告》明确提出持续推进"人工智 能+"行动，旨在将数字技术与制造优势、市场规模优势结合，支持大模型广泛应用，赋能千行百业。当前相关政策进入井喷期，"人工智能+行业应用"正在 加速落地，未来有望重现"互联网+行业应用"的高景气发展。艾瑞咨询测算，2025至2029年中国AI产业将保持32.1%的年均复合增长率，在2029年突破1万亿 的市场规模。 2、创新药 | 石药集团30日宣布与美国生物制药公司 Madrigal Pharmaceuticals达成重磅授权协议，将其口服GLP-1受体激动剂SYH2086的全球开发、生产及商 业化权益授予后者，交易总价值最高可达20.75亿美元。另外，为贯彻落实《 ...

尾盘，再现异动！ 7月31日，A股三大指数集体调整，截至今日收盘，沪指下跌1.18%，深证成指跌1.73%，创业板指跌1.66%。从盘面上看，钢铁、煤 炭、有色等前期过热的板块集体大跌，AI、创新药概念股则逆市上涨。 值得关注的是，临近收盘时，创新医疗、爱朋医疗、三博脑科等多只脑机接口概念股直线拉升，创新医疗一度逼近涨停。从消息面来 看，当天下午，脑机接口板块迎来一则利好消息。据报道，国家医保局支持脑机接口等新技术进入临床并收费。 脑机接口概念股尾盘拉升 7月31日，临近A股尾盘时分，多只脑机接口概念股突然直线拉升，创新医疗涨幅一度达到9.62%，爱朋医疗一度涨超9%，三博脑科、 倍益康、熵基科技、南京熊猫等相关概念股均有拉升动作。 | 壳价 叠加 重播 统计 | | 分时 1分钟 5分钟 15分钟 30分钟 60分钟 日线 更多 > | | 画线 F10 | 标记 -自选 返回 | | 创新医疗 002173 | | | | 医疗保健 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 创新医疗 分时 ...

Group 1 - The core viewpoint of the article emphasizes the rapid development and commercialization of brain-computer interface (BCI) technology in China, supported by government policies and a growing market potential [2][3]. - The National Healthcare Security Administration has introduced new pricing mechanisms for innovative drugs and medical technologies, including specific pricing for BCI-related services, which is expected to accelerate clinical application and commercialization [1][2]. - The comprehensive scale of China's BCI industry is projected to exceed 100 billion yuan, driven by supportive policies and increasing market demand [2]. Group 2 - The BCI technology is approaching a critical turning point in its industrialization process, with ongoing clinical trials validating its feasibility and optimizing performance metrics, thereby reducing technical risks [3]. - The investment cycle for BCI technology is suggested to be divided into three stages: medical application, consumer application, and downstream application expansion [3][4]. - Companies focusing on BCI-related business through technology collaboration, investment, or independent research and development are expected to benefit significantly in the initial application phase [4].

A股脑机接口概念尾盘异动拉升，爱朋医疗涨超8%，创新医疗、优刻得-W、三博脑科等跟涨。消息面 上，据央视新闻报道，国家医保局支持脑机接口等新技术进入临床并收费。 ...

转自：中国质量报 为破解这些难题，湖北省市场监管局提出三大行动路径：一是激活企业主力军作用，通过政策激励和能 力建设，破解企业"不敢做、不会做"国际标准的难题；二是打造产业标准共同体，构筑"光谷标准高 地"，贯通产学研标转化链；三是构筑开放合作枢纽，拓展标准国际化"新蓝海"，深化与ISO/IEC国内技 术对口单位战略合作。 市场监管总局标准创新司司长肖寒对本次活动给予高度评价。他认为此次对接推进活动组织高效、对接 精准、成效显著，为解决企业标准化难题提供了务实高效的平台。他表示，将全力支持湖北省承担重要 国际标准化组织（如ISO、IEC）的国内技术对口分支机构建设，为湖北省深度参与全球标准治理、取 得国际标准化工作新突破提供强有力支撑。 湖北省市场监管局相关负责人表示，将以此次活动为重要契机，全面梳理企业提出的标准需求清单，安 排专人提供跟踪服务。未来，湖北省将持续优化政策环境，加强信息共享和技术交流平台建设，引导和 支持更多企业将创新成果转化为标准，以高标准支撑高水平开放和高质量发展，为湖北加快建设全国构 建新发展格局先行区、提升支点功能提供坚实的标准化支撑。 活动期间，3场专题对接活动同步开展，为不同产业 ...

Group 1 - The brain-computer interface industry is gaining momentum in Nanjing, with significant achievements and project signings at the industry cultivation conference held on July 22 [1][8] - The "YuanYe" steel model architecture and industrial intelligence platform, co-developed by Nanjing Steel Group and Huawei, was officially launched on June 21 [1] - The first dedicated large model in the field of photonic chips, OptoChat AI, was released in Nanjing on May 8 [1] Group 2 - Nanjing has established an industrial attack mechanism focusing on key industries, including artificial intelligence, robotics, biomedicine, and new-generation information communication, leading to positive outcomes [1][3] - In the first half of the year, the city's industrial added value increased by 6.2% year-on-year, with 30 out of 37 major industrial sectors showing growth [1][3] - The core robotics industry in Nanjing achieved revenue of 19.4 billion, growing approximately 20% year-on-year, while the software and information services industry reached 520 billion with a growth rate of 16.5% [3] Group 3 - Nanjing's advanced photonic integration technology research institute, NanZhi Optoelectronics, completed several million A-round financing to support production line operations and upgrade the OptoChat AI platform [2] - The city is focusing on building a strong industrial ecosystem, enhancing innovation capabilities, and promoting high-quality development through strategic collaborations [5][6] - The establishment of the Nanjing Technology Achievement Transformation Academy aims to accelerate the cultivation of professional managers to support industrial advancement [6] Group 4 - The brain-computer interface technology is positioned as a key area for future industrial development, with Nanjing aiming to become a national hub for this industry [7][8] - The city has set ambitious goals for 2027 and 2030 to establish itself as a research and innovation center in the brain-computer interface field [8] - In the first half of the year, the manufacturing sector's added value grew by 6.8%, with significant increases in the production of green and intelligent products, including electric vehicles and industrial robots [8]

Industry News - The State Council held a press conference announcing that starting from January 1, 2022, eligible infants can receive childcare subsidies, with a preliminary budget of approximately 90 billion yuan for this year [6] - A national teleconference on the prevention and control of the Chikungunya virus was held, emphasizing the need for environmental sanitation and effective mosquito control measures [6] - The Chinese medicine industry will implement labeling regulations for medicinal herbs starting August 1, 2023, requiring labels to include expiration dates [7] - The China Coking Industry Association held a market analysis meeting, where representatives agreed to raise coking prices by 50 to 75 yuan per ton starting July 31 [7] - A successful launch of low-orbit satellite internet satellites was conducted using the Long March 8 rocket, marking advancements in automated launch technology [8] Company News - Upwind New Materials announced a suspension of trading due to abnormal stock price fluctuations [3] - CATL reported a net profit of 30.5 billion yuan for the first half of the year, a year-on-year increase of 33.02%, and plans to distribute a cash dividend of 10.07 yuan per share [9] - Vanke A announced that Shenzhen Metro Group will provide a loan of up to 869 million yuan to the company [9] - XGIMI Technology projected a net profit increase of 2062% year-on-year for the first half of the year [9] - Yonghui Supermarket plans to raise no more than 3.992 billion yuan through a private placement for store upgrades [9] - Yangtze Power announced plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [9] - Digital Certification announced that its controlling shareholder intends to transfer shares without compensation, changing the controlling shareholder to Beijing Data Group [9] - Chip products from Shanghai Lisan are undergoing optimization, with no revenue generated yet [9] - Zhongwang Software is facing a copyright infringement lawsuit from Autodesk in a U.S. court [9] - Chipsea Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange [9] - Sunshine Dairy announced that its controlling shareholder sold a total of 1.1452 million shares in the past two days [9]

Group 1 - The Beijing Future Science City Management Committee has developed a draft implementation plan for the "Artificial Intelligence + Pharmaceutical Health" industry in Changping District, focusing on brain-computer interface (BCI) innovation [1] - The plan emphasizes the development and application of BCI products, supporting research in key areas such as neural signal acquisition, decoding, control, and feedback [1] - The document encourages medical and health institutions in the region to adopt BCI products for clinical applications in treating neurological and mental disorders, as well as in smart rehabilitation and health monitoring [1] Group 2 - Open Source Securities highlights the significant potential of the downstream application market for brain-computer interfaces, which connect the brain with external devices for information exchange [2] - The BCI technology is expected to accelerate its implementation due to favorable policies and technological advancements, benefiting companies such as Rock Mountain Technology, Zhongke Information, and others [2] - The applications of BCI span across medical fields for disease warning, diagnosis, treatment, and functional enhancement, as well as in consumer and industrial sectors [2]