瞄准创新药"量价齐升"机遇，创新药ETF天弘(517380)跟踪的指数前十大成分股权重集中，涵盖药明康德、恒瑞医药等龙头标 的，同步受益于BD交易爆发与AI制药技术突破红利。 【相关产品】 截至2026年1月13日收盘，医疗设备ETF(159873)换手26.84%，成交3633.98万元，市场交投活跃。跟踪的中证全指医疗保健设备 与服务指数(H30178)强势上涨1.09%，成分股兰卫医学上涨19.96%，天智航上涨16.62%，迪安诊断上涨11.90%，新里程，澳洋 健康等个股跟涨。 拉长时间看，截至1月13日，医疗设备ETF(159873)最新规模、最新份额均创成立以来新高。 从资金净流入方面来看，医疗设备ETF(159873)近4天获得连续资金净流入，合计"吸金"2650.34万元。 创新药ETF天弘(517380)换手5.36%，成交9597.00万元。跟踪的恒生沪深港创新药精选50指数(HSSSHID)强势上涨2.21%，成分 股荣昌生物上涨20.00%，荣昌生物上涨8.84%，药明康德上涨7.22%，药明康德，博腾股份等个股跟涨。 拉长时间看，截至1月13日，创新药ETF天弘(517380)最新 ...

Core Insights - Strong Brain Technology has reportedly submitted a confidential IPO application to the Hong Kong Stock Exchange, positioning itself as the first technology-based public company in China's brain-computer interface (BCI) sector [1][3] - The company recently completed approximately 2 billion yuan in Pre-IPO financing, achieving a post-investment valuation exceeding 1.3 billion USD [1][3] - The global brain-computer interface market is projected to grow from 1.2 billion USD in 2019 to nearly 2 billion USD in 2023, with a compound annual growth rate (CAGR) exceeding 13% [6] Company Developments - Strong Brain Technology aims to assist 1 million physically disabled individuals by providing neural-controlled prosthetics and improve the lives of 10 million patients suffering from brain-related disorders over the next five to ten years [3] - The company is focused on non-invasive solutions, developing super sensors to detect human neural signals, differentiating itself from competitors like Neuralink [3] - In 2025, the company plans to accelerate its technology innovation and industrialization processes, launching a new generation of bionic dexterous hands for smart manufacturing applications [4] Market Trends - The brain-computer interface sector has been included in China's "14th Five-Year Plan" as one of the six future industries, indicating its transition from laboratory research to a national strategic focus [6] - Following the announcement of BCI-related developments, several companies in the sector, such as Innovation Medical and Rock Mountain Technology, experienced significant stock price movements, highlighting market sensitivity to BCI concepts [6][7] - The capital market's reaction has been mixed, with some companies facing scrutiny from regulatory bodies regarding their BCI-related announcements [6][7]

在创新驱动下，宝安区人工智能产业在基础层与技术层迎来突破性进展：华南数谷智算中心（鹰硕 集团）纳入粤港澳大湾区国家枢纽节点；深圳云豹智能有限公司推出国内首款高性能通用可编程DPU芯 片，攻克了数据中心算力调度关键技术；深圳矽速科技有限公司打造的智能软硬件开发平台，已在AI 视觉、听觉感知及AIoT领域实现规模化应用等。今年6月27日，广东省工业和信息化厅公布2025年广东 省中小企业特色产业集群名单，宝安区人工智能机器视觉产业集群被认定为省级集群。 经济日报记者 杨阳腾 近年来，深圳市宝安区加快推进具身智能产业发展，聚焦人工智能与机器人产业双轮驱动、双向融 合，推进标杆示范、产业协同与生态构建，具身智能关键核心技术不断突破、工业应用场景持续深化， 一大批创新产品实现商业落地，逐步形成覆盖从底层技术到场景应用的全链条发展新模式。 产业新脊 "宝安区正积极引导各类生产要素向具身智能等引领产业升级和未来发展的新赛道集聚，培育和发 展新质生产力，打造具有宝安特点和优势的现代化产业体系。"宝安区委书记舒毓民表示，聚焦产业所 需，宝安持续深化营商环境改革，不断强化企业创新主体作用，加快推进创新载体建设，深化人工智能 技术 ...

Core Insights - Shenzhen's Bao'an District is accelerating the development of embodied intelligence industries, focusing on the dual drive of artificial intelligence and robotics, leading to breakthroughs in key technologies and deepening industrial applications [1][2] - The district has established a modern industrial system characterized by its unique advantages, with a strong emphasis on fostering innovation and improving the business environment [1][2] - Bao'an has seen significant achievements in the embodied intelligence sector, with numerous innovative products being commercialized and a growing number of AI enterprises [1][2][3] Industry Development - Bao'an District has 7,397 national high-tech enterprises and 277 national specialized "little giant" enterprises, maintaining the highest number of national high-tech enterprises among county-level districts for eight consecutive years [2] - The district is creating an AI application system that emphasizes benchmark demonstration, industrial collaboration, and ecosystem construction, enhancing application scenarios [2][3] - Over 80% of AI enterprises in Bao'an focus on application-level innovation, contributing approximately 90% of the district's AI output value [3] Technological Advancements - Companies like Zhaowei Electromechanical and Yijiahe have made significant advancements in their respective fields, such as bionic dexterous hands and intelligent robots for various applications [3][4] - The introduction of the first high-performance general-purpose DPU chip by Shenzhen Yunbao Intelligent Co. marks a breakthrough in data center computing power scheduling [2][3] Platform Support - The establishment of the Huawei Cloud Embodied Intelligence Industry Joint Innovation Center aims to integrate industry resources and support key technological breakthroughs [5][6] - Bao'an is developing various industrial spaces, including the Tencent headquarters park and intelligent robot dexterous hand industrial park, to support the growth of the embodied intelligence sector [6] Policy Empowerment - Bao'an District has identified 30 key initiatives to enhance platform empowerment, technical breakthroughs, and improve enterprise services [7] - The district has launched a "no-worry space" initiative to provide rent-free office support for startups in AI and robotics [7][8] - The "Intelligent Talent Plan" offers substantial relocation subsidies to attract high-level talent, with 38 experts introduced in the field of embodied intelligence this year [7][8]