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 - Nanjing Panda Electronics saw a significant surge, with its stock price increasing by 56.25% at one point, ultimately closing at 5.30 HKD per share, a rise of 38.02% [11][15] - Other companies in the brain-computer interface sector also experienced gains, with Brainhole Technology rising by 22.65% and Micron Brain Science increasing by 18.47% [14][15] - The global brain-computer interface market is projected to reach 3.3 billion USD by 2027, with a compound annual growth rate of approximately 13.5% [16] Group 2 - Chow Tai Fook's stock dropped by 7.29% after announcing plans to issue 8.8 billion HKD in convertible bonds, raising concerns about equity dilution [4][22] - The issuance is intended to fund the development of gold jewelry business, store upgrades, and general working capital [21][22] - The Hong Kong gold and jewelry sector index fell by 6.69%, with other companies like King Fook Group and Lao Pu Gold also experiencing declines [24]

【导读】南京熊猫电子股份一度狂飙超 56%， 引领脑机接口概念股逆市大涨 中国基金报记者 郭玟君 6 月 17 日，香港三大股指齐跌。恒生指数收盘跌 0.34% ，恒生科技指数跌 0.15% ，恒生 中国企业指数跌 0.4% 。全日大市成交额为 2021 亿港元，较前一交易日有所回落。南向资 金净买入额为 63.02 亿港元。 周大福跌 7.29% ，石药集团跌 6.40% ，中国生物制药跌 5.30% ，领跌蓝筹。 | 序号 | 名称 | 代码 | 现价 | | 涨跌幅 ^ | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 周大福 | 1929 | 12.720 c | -1.000 | -7.29% | 10.95亿 | 89.00% | | 2 | 石药集团 | 1093 | 8.190 c | -0.560 | -6.40% | 28.11亿 | 73.56% | | 3 | 中国生物制药 | 1177 | 5.000 c | -0.280 | -5.30% | 11.45亿 | 57.39% | | 4 | ...