2025年10月15日10:00 - 11:00，江苏爱朋医疗科技股份有限公司通过网络电话会议的形式，接受了信达 证券、南方基金、平安基金等13家机构的特定对象调研与路演活动。上市公司接待人员为董事会秘书叶 俞飞先生与证券事务代表黄秀秀女士。 点击查看公告原文>> 爱朋医疗主营医疗器械，聚焦于急慢性疼痛管理、鼻腔及上气道管理两大细分领域，同时积极开拓脑机 接口创新业务。在脑机接口医疗应用领域，其业务布局涵盖围术期脑状态监测、顽固性失眠麻醉治疗系 统、多模式ADHD行为治疗管理系统等，且参股的瑞神安医疗是国内神经调控领域一线企业。 责任编辑：小浪快报 在问答环节中，机构与公司就脑机接口业务展开深入交流： 1.产品类型：无创领域，公司布局多模态 ADHD行为治疗管理系统，覆盖院内到院外场景数据互联，采用科学脑电监测与多模态干预。同时，针 对顽固性失眠推出麻醉治疗系统，还在预研癫痫预警平台。侵入式方面，通过外延布局常州瑞神安，从 事脑神经调控及颅内植入电极等医疗器械研发、生产与销售。 2.医院开拓进展：湖北、浙江、广东等多 省份公布脑机接口医疗服务价格，推动临床应用收费。公司新一代ADM系列麻醉深度监护仪获3张注册 ...

Core Viewpoint - The company has launched its next-generation ADM series anesthesia depth monitoring products, although revenue from these products is currently small [1] Group 1: Product Development - The multi-modal ADHD behavioral training system has recently obtained two medical device registration certificates and production licenses, but has not yet generated revenue [1] - The company’s subsidiary, Changzhou Ruishen'an, has received registration certificates for implanted deep brain stimulators (CNS) and implanted drug delivery devices (IDDS) [1] Group 2: Strategic Partnerships - The company has signed a partnership with the Children's Hospital affiliated with Fudan University to establish a joint laboratory [1] - The company has made a strategic investment in a specialized service organization focused on ADHD behavioral training, named Fangcun Doctor, to deepen collaboration [1] Group 3: Future Directions - The company will continue to advance clinical applications in perioperative brain state monitoring, sleep disease diagnosis, ADHD, epilepsy, and other mental health disorders [1] - The company has established an Artificial Intelligence and Brain-Machine Engineering Research Institute to explore more possibilities at the intersection of brain-machine interface technology and clinical applications [1]

Core Viewpoint - The company has launched its new generation ADM series anesthesia depth monitoring products, although the revenue scale is currently small [1] Product Development - The multimodal ADHD behavioral training system has recently obtained two medical device registration certificates and production licenses, but has not yet generated revenue [1] - The external layout of Changzhou Ruishen'an has recently received registration certificates for implanted deep brain stimulators (CNS) and implanted drug delivery devices (IDDS) [1] Strategic Partnerships - The company has signed a partnership with the Children's Hospital affiliated with Fudan University to establish a joint laboratory [1] - The company has strategically invested in a specialized service organization focused on ADHD behavioral training therapy, known as Fangcun Doctor, to conduct in-depth cooperation [1] Research and Development Focus - The company will continue to advance clinical applications in perioperative brain state monitoring, diagnosis of sleep disorders, ADHD, epilepsy, and other mental health conditions [1] - The establishment of an Artificial Intelligence and Brain-Machine Engineering Research Institute aims to explore more possibilities at the intersection of brain-machine interface technology and clinical applications, driven by cutting-edge technology [1]

Core Insights - The brain-computer interface (BCI) industry is experiencing rapid growth and innovation, marking it as a significant area for technological and industrial integration [1][7] - The A-share market has shown strong performance, with the Shanghai Composite Index reaching a nearly 10-year high, indicating robust investor interest [1][2] Industry Developments - The first global multi-center clinical trial for a neural critical care brain-computer interface has been launched, focusing on precise diagnosis and treatment of hydrocephalus [5] - The project aims to expand BCI applications beyond traditional motor and cognitive function recovery, paving the way for new medical applications [5][6] - A comprehensive "end-edge-cloud" BCI intelligent platform has been developed, significantly reducing the diagnosis time for hydrocephalus from 2-3 days to 30 minutes [6] Market Trends - The Chinese BCI market is projected to grow from 3.2 billion yuan in 2024 to 6.14 billion yuan by 2028, reflecting increasing demand driven by aging populations and industrial upgrades [7] - Over 30 listed companies are currently involved in the BCI industry, with significant product launches and innovations reported [8][10] Stock Performance - BCI concept stocks have seen an average increase of 47.88% this year, outperforming the Shanghai Composite Index, with six stocks rising over 80% [10] - Notable companies in the sector include Xiangyu Medical, Hanwei Technology, and Aipeng Medical, which have introduced various BCI products [10][9] Investment Activity - As of August 22, seven BCI concept stocks have recorded net financing purchases exceeding 100 million yuan in August, indicating strong investor interest [13]