1月5日， 脑机接口板块持续大涨，截至发稿，板块指数涨幅已超11%。 倍益康30%涨停，美好医疗、三博脑科、熵基科技、翔宇医疗、诚益通等10股20%涨停，创新医疗、 荣泰健康、南京熊猫、三七互娱等涨停。 马斯克说，该设备的电极丝将直接穿过硬脑膜，而无需将其切除，此举意义重大。 编辑丨瑜见 | 代码 | 名称 | 涨幅量 | 息金额 | 息市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 920199 | 倍益康 | +29.98% | 1.96 Z | 30.62 乙 | 44.96 | | 688767 | 博拓生物 | +20.01% | 6.27 Z | 67.71 Z | 45.34 | | 301293 | 三博脑科 | +20.01% | 7.04 Z | 145.8亿 | 70.78 | | 301363 | 美好医疗 | +20.00% | 1.98 乙 | 164.2 乙 | 28.86 | | 301330 | 腐基科技 | +20.00% | 7.25 Z | 93.34 乙 | 39.66 | | 300887 | 谱尼测试 | +20 ...

一、行情表现 1月5日，脑机接口板块开盘大涨。三博脑科（20CM）、岩山科技、创新医疗、南京熊猫等集体一字板，塞力医疗、盈趣科技、翔宇医疗（20CM）、荣泰 健康、国际医学、爱朋医疗（20CM）、熵基科技（20CM）、麦澜德（20CM）、诚益通（20CM）、伟思医疗（20CM）、迈普医学（20CM）等集体涨 停。 | 脑科学 +12.41% | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 理由 | | 马斯克旗下脑机接口公司2026年将启动脑机接口设备"大规模生产" | | | | | | 股票名称 | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 ◆ | 解读 | | 三博脑科 | 70.78 | +20.01% | 09:25:00 | 6.18% | 113.92 乙 | 公司是以神经专科为特色的医疗服务集 | | 301293.SZ | | | | | | 院,其中神经专科医院4家,综合性医院 | | 美好医疗 | | | | | 107.71亿 | 公司正与下游脑机接口客户开展产品合 批量出货的商业 ...

北京商报讯(记者丁宁)1月5日，脑机接口概念股走强，其中，三博脑科（301293）、美好医疗 （301363）、翔宇医疗"20cm"涨停，创新医疗（002173）同样涨停，爱朋医疗（300753）、博拓生物 等涨超10%。 ...

格隆汇1月5日｜A股迎来2026年首个交易日，三大指数集体高开，沪指涨0.46%报3986.97点，深证成指 涨0.8%，创业板指涨0.84%。盘面上，美军闪击委内瑞拉抓获委总统马杜罗，避险情绪再度升温，油 气、贵金属板块上涨；脑机接口板块高开，创新医疗(002173)、三博脑科等多股涨停，马斯克旗下 Neuralink将开始大规模生产脑机接口设备。 ...

每经AI快讯，1月5日，沪指高开0.46%，深成指高开0.80%，创业板指高开0.84%，人脑工程、贵金属、 石油石化等板块指数涨幅居前。脑机接口概念表现活跃，创新医疗涨停，美好医疗、三博脑科20cm涨 停，倍益康、爱朋医疗、翔宇医疗涨超10%，博拓生物、伟思医疗跟涨。 （文章来源：每日经济新闻） ...

中国经济网北京12月31日讯 今日，东方基金公告，东方创新医疗股票增聘蔡尚军，许文波离任。 蔡尚军曾任方正证券股份有限公司助理研究员、中海基金管理有限公司研究员。2020年8月加盟本 基金管理人，曾任权益研究部研究员、高级研究员、经理助理，现任基金经理。 | 基金名称 | 东方创新医疗股票型证券投资基金 | | --- | --- | | 基金简称 | 东方创新医疗股票 | | 来会主代码 | 018045 | | 基金管理人名称 | 东方基金管理股份有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、《基金管理公司投资 管理人员管理指导意见》等 | | 基金经理变更类型 | 增聘基金经理、解聘基金经理 | | 新任基金经理姓名 | 蔡尚军 | | 共同管理本基金的其他经 | | | 理姓名 | | | 离任基金经理姓名 | 许文波 | (责任编辑：康博) 东方创新医疗股票A/C成立于2023年5月8日，截至2025年12月30日，其今年来收益率为19.23%、 18.59%，成立来收益率为0.37%、-1.08%，累计净值为1.0037元、0.9892元。 ...

Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant growth driven by favorable policies, technological advancements, and increased investment interest, as evidenced by the recent surge in stock prices of related companies in both Hong Kong and A-share markets [2][6][7]. Policy Developments - The National Medical Products Administration has included implantable brain-computer interface medical devices in the "Priority Approval List for High-end Medical Devices (2025 Edition)" [2]. - A joint initiative by seven ministries, including the Ministry of Industry and Information Technology, has set phased goals for the BCI industry by 2027 and 2030 [3]. - The "14th Five-Year Plan" emphasizes the BCI sector as a key area for fostering new economic growth [4]. - The National Healthcare Security Administration has introduced new pricing guidelines for invasive BCI procedures, facilitating reimbursement pathways [4]. Technological Advancements - Recent breakthroughs in BCI technology include the first domestically developed fully implanted, wireless BCI product by Brain Tiger Technology, which successfully completed its first clinical trial [5]. - The National Medical Products Administration has approved the world's first invasive BCI product for treating addiction-related mental disorders [5]. - Ongoing clinical trials and collaborations among research institutions and medical units are yielding significant progress in the field [5]. Market Insights - The BCI industry is entering a rapid commercialization phase, supported by policy backing, technological breakthroughs, and increased capital influx [5][6]. - The market for BCI is projected to be a nearly $10 billion opportunity globally, with domestic companies making strides in flexible electrodes and real-time Chinese language decoding [7]. - Investment interest in the BCI sector is rising, particularly in rehabilitation applications and non-invasive BCI technologies, as companies strategically position themselves for future growth [6][7].

Group 1 - The brain-computer interface concept sector rose by 1.62%, ranking 6th among concept sectors, with 34 stocks increasing in value [1][2] - Leading stocks in the sector included Haige Communication, which hit the daily limit, and others like Meihao Medical and Mcland, which rose by 8.30%, 8.22%, and 7.21% respectively [1][2] - The sector experienced a net inflow of 678 million yuan from main funds, with 25 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflow [2][3] Group 2 - Haige Communication had the highest net inflow of main funds at 724 million yuan, followed by Innovative Medical, Sanbo Brain Science, and Century Huatu, with net inflows of 166 million yuan, 77.5 million yuan, and 76 million yuan respectively [2][3] - The net inflow ratios for Haige Communication, Meihao Medical, and Innovative Medical were 21.95%, 11.38%, and 11.34% respectively, indicating strong investor interest [3][4] - Other notable stocks included Sanbo Brain Science with a 7.21% increase and a net inflow ratio of 6.28% [3][4]

Market Overview - The A-share market experienced fluctuations, with the Shanghai Composite Index closing up 0.04% at 3965.28 points, marking a nine-day rise, while the Shenzhen Component Index fell 0.49% to 13537.1 points, and the ChiNext Index dropped 0.66% to 3222.61 points. The total trading volume in both markets reached 2.14 trillion yuan, with over 3300 stocks declining [1] Hot Sectors - The commercial aerospace sector continued to show strength, with over ten stocks hitting the daily limit, including Shenjian Co. with eight consecutive limit-ups. The recent announcement from the Shanghai Stock Exchange regarding new listing rules for commercial rockets is expected to drive demand in related industries such as satellite manufacturing and ground equipment [2] - The brain-computer interface sector saw significant gains, with stocks like Haige Communication and Xilinmen hitting the daily limit. This surge followed the opening of the Fifth Frontier Brain Science and Industry Conference, which launched the "Guangdong-Hong Kong-Macao Greater Bay Area Brain Science and Central Nervous System Disease AI Innovation Alliance" [3] - The carbon fiber sector experienced a rally, with stocks like Heshun Technology and Jilin Chemical Fiber hitting the daily limit. This was influenced by Toray's announcement of a price increase for its carbon fiber products, expected to improve market conditions [4] - The robotics sector remained active, with stocks such as Awat New Materials and Buke Co. hitting the daily limit and reaching historical highs. The establishment of a humanoid robot standardization committee is anticipated to drive growth in specialized robotics [5] Institutional Insights - CITIC Securities noted that a year-end market rally has begun, driven by optimistic expectations among institutional investors, improved overseas liquidity, and a series of policy announcements. Key sectors to watch include non-ferrous metals and AI computing power, with commercial aerospace remaining the primary focus [6] - Guosheng Securities suggested that the market is likely to confirm its direction before the holiday, despite ongoing adjustments. They highlighted the potential for a mid-term reversal in various sectors [8] - Huatai Securities indicated that while the overseas environment has improved, the A-share market may still experience volatility in the short term due to a lack of cohesive funding and ongoing policy uncertainties. They recommend focusing on sectors with improving fundamentals, such as batteries and certain chemicals [9]

Group 1 - The A-share market's brain-computer interface sector experienced a collective surge, with Xiangyu Medical rising over 9%, Sanbo Brain Science, Meihao Medical, Mylande, and Innovation Medical increasing over 6%, and Xilinmen, Pulite, and Botuo Bio rising over 5% [1] - The Fifth Frontier of Brain Science and Industry Conference and the 2025 Shenzhen Brain-Computer Interface Expo commenced on December 28, marking a significant event in the sector [1] - The "Guangdong-Hong Kong-Macao Greater Bay Area Brain Science and Central Nervous System Disease AI Innovation Alliance" was officially launched, indicating a collaborative effort to advance brain science and technology [1]