心玮医疗 20260108 新伟医疗与马斯克公司的侵入式脑机接口主要区别在于提取大脑皮层信号的途 径和介质。马斯克公司的技术路线需要开颅手术，将电极直接插入大脑灰质以 采集神经元活动情况，从而获得最强的电信号。然而，这种方法存在柔性电极 移位、手术感染等问题。例如，其第一例人体植入出现了 75%的信号丢失。 相比之下，新伟医疗采用介入式技术，通过微创手术从静脉进入血管内，不需 要开颅。这种方法安全性更高，患者接受度也更高。目前国内有 2,500 家医院 具备开展这种微创手术的能力，医生学习曲线较低。此外，介入式技术能够保 证持续稳定地传输电信号，因为电极支架会被血管壁包裹形成内膜化，从而避 免移位问题。例如，一只小尾寒羊实验显示一年半后仍能稳定发出电信号。因 此，新伟医疗认为其介入式技术路线具有快速推进优势，有望反超侵入式技术， 更快拿证。 新伟医疗目前取得了哪些进展？ 新伟医疗自 2021 年以来已经进行了多项研究，包括与南开大学段教授合作开 发算法和硬件，并进行了多次动物实验，如三四只羊和一只猴子的实验，以验 证产品安全性和有效性。在此基础上，公司计划在 2026 年上半年完成型式检 验及动物实验，下半年 ...

Group 1: Brain-Computer Interface (BCI) Development - The world's first invasive brain-computer interface successfully restored motor function in a paralyzed patient in China, led by a team from Nankai University and local hospitals [1] - The BCI technology is expected to experience explosive growth in the next 3 to 5 years, driven by policy support and technological breakthroughs, with both invasive and non-invasive product developments progressing [2] - Companies like Rongtai Health and Aoyi Technology are collaborating to advance brain-machine integration technology and its applications in smart health [2] Group 2: Cross-Border Payment Innovations - The launch of the Cross-Border Payment System marks a significant innovation, allowing real-time cross-border remittances between mainland China and Hong Kong [3] - This system is expected to enhance the efficiency of cross-border payments and expand the offshore business scale of the renminbi, providing new profit growth points for banks [3] - Companies like Xiaogongshangcheng and Lakala are actively investing in cross-border payment services, with Lakala reporting a 76% increase in cross-border merchant scale and an 85% increase in transaction volume year-on-year [3] Group 3: Carbon Fiber Material Expansion - Carbon fiber materials are increasingly being used in various industries, with a projected demand of 11,700 tons in the electric vertical takeoff and landing aircraft sector by 2030, creating a new market worth over 10 billion [4] - The price of T300-grade carbon fiber has dropped by 70% to around 60,000 yuan per ton, facilitating its use in more industries [4] - The carbon fiber market in China is expected to reach approximately 17.14 billion yuan in 2024, with an 8.16% year-on-year production growth and a 119.9% increase in exports [4] Group 4: Solid-State Battery Advancements - Solid-state batteries are entering a critical development phase, with expectations for widespread application in low-altitude economy, robotics, and new energy vehicles [6] - The global shipment of solid-state batteries is projected to reach 614.1 GWh by 2030, with a market size exceeding 250 billion yuan [6] - Companies like XianDao Intelligent and Ningde Times are making significant advancements in solid-state battery production equipment and technology [7] Group 5: Semiconductor Material Innovations - The launch of a silicon carbide semiconductor production project highlights the growing importance of wide bandgap semiconductors, which offer superior performance compared to traditional silicon-based semiconductors [8] - The silicon carbide market is expected to grow rapidly, driven by demand from AI data centers, AR glasses, and other emerging applications [8] - Companies like TianYue Advanced and XinLian Integrated are expanding their production capabilities in silicon carbide substrates, targeting various high-tech applications [9] Group 6: Cobalt Supply and Market Dynamics - The Democratic Republic of the Congo has extended its temporary ban on cobalt exports, which could impact global cobalt supply by over 100,000 metric tons [10] - The global cobalt production is projected to reach 288,000 metric tons in 2024, with the DRC accounting for approximately 220,000 metric tons, representing a 25% year-on-year increase [10] - Companies like Hanrui Cobalt and Luoyang Molybdenum are significantly increasing their cobalt production, with Hanrui ranking among the top three in global market share [11]

Important Market News - The People's Bank of China and the Hong Kong Monetary Authority launched the Cross-Border Payment System, enhancing cooperation between mainland China and Hong Kong for efficient cross-border payment services, set to go live on June 22, 2025 [1][2] Industry Insights - The Cross-Border Payment System will allow real-time cross-border remittances for residents of both regions, utilizing existing payment infrastructures to provide cheaper and more efficient services [2] - The system enables users to select their preferred currency for transactions, either Renminbi or Hong Kong Dollar, through a mobile banking feature [2] - The application of cross-border payments is expanding, becoming a preferred choice for international transactions and playing a significant role in decentralized finance [2] Technology Developments - A successful trial of an invasive brain-computer interface for restoring motor function in a stroke patient was completed, marking a significant advancement in medical rehabilitation technology [3] - The brain-computer interface technology is expected to evolve into various sectors, including education and entertainment, beyond its initial medical applications [3] AI and Innovation - Huawei's Developer Conference 2025 introduced the HarmonyOS and AI technologies, focusing on user experience improvements through AI personal assistants [4] - The AI market is projected to see significant growth, with expectations that AI smartphones and PCs will capture over 50% and 80% market share in China by 2027, respectively [4] Stock Movements - Youyou Foods announced plans for a share reduction by its actual controller, potentially affecting 3% of the total share capital [5] - Tianrong Tianyu and other companies also reported share reduction plans by major shareholders, indicating potential shifts in stock ownership [6][7]

早 报 精 选 3、跨境支付通6月22日正式上线运行。跨境支付通业务场景丰富，支持经常项目项下 的跨境汇款，包括南向和北向的便利化汇款业务，并可提供双向的留学缴费、医疗缴 费、薪酬及津补贴发放等便民、惠民金融服务。 1、 特朗普宣布已完成对伊朗福尔多、纳坦兹、伊斯法罕三处核设施打击，外交部回 应。 4、6月20日，外交部发言人郭嘉昆主持例行记者会。记者提问， 中方更倾向由谁主 导调解以伊冲突？ 北京方面是否会提出相关提案？郭嘉昆表示，中方愿继续同地区国 家和国际社会一道努力，为尽快恢复中东地区和平稳定发挥建设性作用。 2、跨境支付通昨日正式上线。 3、国家药监局：支持高端医疗器械创新发展，将出台新措施。 4、伊朗议会赞成关闭霍尔木兹海峡。 5、平安人寿再度举牌招商银行H股。 宏 观 新 闻 1、 美国总统特朗普宣布，已完成对伊朗福尔多、纳坦兹、伊斯法罕三处核设施打 击。外交部对此表示，中方强烈谴责美方袭击伊朗，攻击国际原子能机构监管下的核 设施。美方此举严重违反联合国宪章宗旨和原则以及国际法，加剧中东紧张局势。中 方呼吁冲突当事方尤其是以色列尽快停火，保障平民安全，开启对话谈判。 2、欧盟中国商会21日发布声 ...