艾鹏医疗麻醉深度监测仪已进入 100 多家医院，预计 2025 年收入超 1,000 万元，该产品通过采集前额叶脑电信号，用于手术过程中麻醉指 数输出，避免术中知晓或麻醉过深问题。 针对约 1,000 万顽固性失眠患者，艾鹏医疗开发神经调控和仿生睡眠解 决方案，包括诊断（PSG 及额贴睡眠监测）和治疗（自控镇静、耳甲迷 走神经刺激），已在十几家医院开单使用，每套系统价值大几十万甚至 百万级别。 艾鹏医疗针对 2000 多万小儿多动症患者，开发多模态行为治疗管理系 统，结合脑电采集头环、无人机、赛车及机器人等硬件，以及智能化训 练工具，已在几家医院使用，并与复旦大学儿科医院共建联合实验室。 艾鹏医疗通过内外部专家合作，成立人工智能及脑机工程研究院，加速 创新产品落地，如麻醉深度监测仪、多导睡眠监测设备、自控镇静设备 及小儿多动症行为治疗管理系统。 艾鹏医疗正在预研半植入式癫痫实时监测和预警系统，预计 2026 年下 半年推出样品，2029 年获证。同时，公司还布局神经调控技术，包括 无创深部电极刺激技术，并与瑞神安合作开发相关产品，瑞神安 2025 年收入预计超 1 亿元。 Q&A 艾鹏医疗在脑机接口领域的主要 ...

龙虎榜机构热股 今天机构龙虎榜上榜41只个股，净买入20只，净卖出21只。当日机构买入最多的个股前三位是：航天电器（2.76亿）、臻镭科技（2.59亿）、鹭燕医药 （1.87亿）。 | | | | 14/4/ 1 1 002025.SZ | +10.01% | 2/1 | | --- | --- | --- | | 3日 | | | | 臻雷科技 | +15 21% | 2/0 | 航天电器 龙虎榜显示，今日2家机构净买入2.76亿。 中航科工集团旗下，航天连接器龙头，市场占比超过70% 龙虎榜知名游资 一、航天 乾照光电 通宇通讯 个股龙虎榜 公司于2024年底出资3000万元参股卫星核心零部件企业鸿擎科技，强化卫星互联网上游关键部件布局，公司与蓝箭航天同为鸿擎科技股东 催化上，据杭州市人民政府消息，1月7日，国内首个面向海上回收复用的火箭产能基地——箭元科技中大型液体运载火箭总装总测及回收复用基地在杭州钱 塘区正式开工建设。 此外，新浪科技1月8日消息，马斯克提出了航天业有史以来最雄心勃勃的制造目标之一：每年生产1万艘星舰飞船。 山西证券认为，SpaceX IPO打开商业航天估值天花板，蓝箭航天有望成为商 ...

爱朋医疗 20260105 摘要 爱朋医疗在非侵入式脑机接口领域已有多项应用，包括麻醉深度监测仪 （已实现约 1,000 万元营收）、顽固性失眠麻醉治疗系统（已在深圳落 地）和 ADHD 行为管理系统，均结合脑电采集技术和数据平台。 公司在半侵入式脑机接口方面研发癫痫预警系统，通过柔性电极提前 3- 5 分钟预警；全植入式方面，参股常州瑞神安，已上市 VNS、SCS 等神 经调控产品，并计划 2025 年推出升级版 DBS 产品。 麻醉深度监测仪市场潜力巨大，设备市场规模近 10 亿元，耗材市场规 模超 40 亿元，国产替代率要求 50%以上，且耗材自费，已纳入 20 余 省份收费目录，为公司带来营收增长点。 针对全国约 600 万顽固性失眠患者，公司推出仿生睡眠麻醉治疗系统， 并搭建数据平台，已获十几家医院合作意向，预计通过几十家医院落地， 每家转化百人左右，实现千万级收入。 ADHD 行为管理系统针对全国 2000 多万患儿，提供筛查、诊断与训练 综合解决方案，已与复旦儿科医院合作，商业化预测收入可达每年一亿 元，但需关注就诊率和行为治疗率。 Q&A 爱朋医疗目前在脑机接口领域的业务布局情况如何？ 爱朋医 ...

Core Viewpoint - The company has developed a multimodal ADHD behavior training system that connects data between in-hospital behavior training centers and at-home training scenarios, utilizing scientific EEG monitoring and multimodal intervention training to help children improve hyperactivity and attention deficit behaviors, enhancing focus [2] Group 1 - The company possesses a deep technical reserve in anesthesia depth monitoring, being one of the few in China to master anesthesia depth index monitoring, which is crucial for perioperative monitoring, diagnosis, and early warning applications [2] - The company has launched a stubborn insomnia anesthesia treatment system designed to meet clinical needs for stubborn insomnia, integrating both hardware and software to support clinical treatment through intelligent interaction between doctors and patients [2] - The company plans to advance clinical innovative applications in perioperative brain state monitoring, ADHD, sleep disorders, and epilepsy among other mental health conditions [2]

Core Viewpoint - The company Aipeng Medical (300753) is focusing on the development of a multimodal ADHD behavior training system that connects data between in-hospital behavior training centers and at-home training scenarios, utilizing scientific EEG monitoring and multimodal intervention training to help children improve hyperactivity and attention deficit behaviors, thereby enhancing concentration [1] Group 1 - The company has developed a multimodal ADHD behavior training system that integrates data from both hospital and home environments [1] - The system employs scientific EEG monitoring and multimodal intervention training methods to assist children in improving hyperactivity and attention deficit behaviors [1] - The company possesses advanced technology in anesthesia depth monitoring, being one of the few in China to master anesthesia depth index monitoring [1] Group 2 - Aipeng Medical has launched a stubborn insomnia anesthesia treatment system designed to meet clinical needs for treating persistent insomnia, combining hardware and software solutions [1] - The system addresses the digital interaction needs between doctors and patients both in and out of the hospital, providing strong support for clinical treatment [1] - The company plans to advance clinical innovative applications in perioperative brain state monitoring, ADHD, sleep disorders, and epilepsy treatment [1]

爱朋医疗（300753.SZ）12月5日在投资者互动平台表示，您好，公司围术期脑状态监测产品麻醉深度监 测仪在江西省已产生销售收入，收入占比影响较小。 （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：江西：加快推进脑机接口技术在神经与精神类疾病诊 疗、养老康复等领域的临床研究 江西省人民政府办公厅印发《江西省加快脑机接口技术和产业发展若 干措施》。其中指出，加快推进临床试验。支持有条件的医疗机构建立脑机接口临床研究病房和临床研 究队列，加快推进脑机接口技术在神经与精神类疾病诊疗、养老康复等领域的临床研究。支持赣江新区 建设江西脑机接口康复中心和脑电行业高质量数据集，贵公司在江西省有产品吗？ ...

爱朋医疗回复：您好，公司围术期脑状态监测产品麻醉深度监测仪在江西省已产生销售收入，收入占比 影响较小。敬请广大投资者理性决策，谨慎投资，注意投资风险。谢谢。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，爱朋医疗(300753)12月05日在投资者关系平台上答复投资者关心的问题。 投资者提问：江西：加快推进脑机接口技术在神经与精神类疾病诊疗、养老康复等领域的临床研究江西 省人民政府办公厅印发《江西省加快脑机接口技术和产业发展若干措施》。其中指出，加快推进临床试 验。支持有条件的医疗机构建立脑机接口临床研究病房和临床研究队列，加快推进脑机接口技术在神经 与精神类疾病诊疗、养老康复等领域的临床研究。支持赣江新区建设江西脑机接口康复中心和脑电行业 高质量数据集，鼓励贵公司在江西省有产品吗？ ...

Core Viewpoint - Aipeng Medical (300753) is focusing on the medical device sector, particularly in pain management and upper airway management, while also expanding into brain-computer interface innovations [1] Group 1: Business Focus - The company is engaged in two main segments: acute and chronic pain management, and nasal and upper airway management [1] - Aipeng Medical is actively developing brain-computer interface applications, including perioperative brain state monitoring and treatment systems for insomnia and ADHD [1] Group 2: Product Development - The company has developed a multimodal ADHD behavior management system that connects data from in-hospital training centers to home training environments, utilizing scientific EEG monitoring and multimodal intervention training [1] - Aipeng Medical possesses advanced technology in anesthesia depth monitoring, which is crucial for perioperative monitoring, diagnosis, and early warning applications [1] Group 3: Future Innovations - The company is researching a seizure warning platform and aims to advance clinical applications for perioperative brain state monitoring, ADHD, sleep disorders, and epilepsy [1] - Aipeng Medical has invested in Ruishen'an Medical, which specializes in the development, production, and sales of brain nerve regulation and intracranial electrode medical devices [1]

Company Overview - Aipeng Medical focuses on medical devices, particularly in pain management and nasal airway management, while also exploring brain-computer interface (BCI) innovations [4] - The BCI applications include perioperative brain state monitoring, treatment systems for chronic insomnia, and ADHD behavior management systems [4] Product Development - The company has developed a non-invasive ADHD behavior management system that connects data between clinical and home settings, utilizing EEG monitoring and multimodal interventions [5] - Aipeng Medical possesses a depth of technology in anesthesia depth monitoring, being one of the few companies in China to master this technology [6] - The chronic insomnia treatment system is designed to meet clinical needs and supports both in-hospital and remote patient interactions [6] Market Expansion - Several provinces in China, including Hubei, Zhejiang, and Guangdong, have begun to reimburse BCI medical services, facilitating the clinical application of BCI technologies [7] - The new generation ADM series anesthesia depth monitors have received three registration certificates and have been launched in over 20 provinces [7] - The company has established a joint laboratory with Fudan University to integrate research and clinical applications for ADHD treatment [7] Consumer Products - The chronic insomnia treatment system and ADHD behavior management system are designed for both clinical and consumer markets, with specific products for hospital and home use [8] - The ADHD training products include both hospital and home versions, with a focus on serious medical applications before expanding to consumer markets [8] Data Construction and R&D Investment - The chronic insomnia treatment system includes comprehensive data tracking for patient interactions, treatment monitoring, and ongoing data collection [9] - Aipeng Medical is committed to enhancing its R&D capabilities and fostering collaborations with academic institutions to drive innovation in BCI applications [10]

Investment Rating - The investment rating for the pharmaceutical and biotechnology industry is "Positive" (maintained) [1] Core Insights - The brain-computer interface (BCI) technology is experiencing rapid development and has promising commercial prospects, with a focus on diverse technical paths and applications in the medical field [5][6][32] - The BCI technology is categorized into invasive, semi-invasive, and non-invasive types, each with its own advantages in signal quality, safety, and operational difficulty [18][20] - The core technological barriers of BCI are concentrated in the upstream of the industry chain, including hardware (electrodes, chips), surgical procedures, and signal processing [25][28] Summary by Sections 1. BCI Development and Applications - BCI is a multidisciplinary technology that integrates neuroscience, computer science, and engineering to facilitate communication between the brain and external devices [15] - The medical application of BCI is predominant, accounting for 56% of the market in 2023, with potential in diagnosing and treating cognitive disorders, mental illnesses, and motor disabilities [33][36] 2. BCI Policy and Pricing - The National Healthcare Security Administration has established a pricing standard for BCI services, addressing the slow commercialization of BCI technology and creating a pricing framework that covers the entire service chain [40][42] 3. BCI Companies and Market Trends - Non-invasive BCI products are leading in commercialization, while invasive and semi-invasive products are still in clinical research stages [43] - Key companies in the BCI space include NeuroPace, BrainGate, Neuralink, and Paradromics, each focusing on various applications such as epilepsy treatment and motor function recovery [43]