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2025年中国脑机接口行业研发现状分析 企业研发投入呈增长趋势【组图】
Qian Zhan Wang· 2026-02-10 05:12
转自:前瞻产业研究院 1、中国脑机接口行业科研投入增加 从企业科研投入情况来看,目前脑机接口产品代表性企业均为非上市公司。因此以下选取有脑机接口相 关布局的上市企业研发投入情况进行分析,供参考。从研发力度来看,2020-2024年,行业相关上市企 业研发投入支出规模稳步增长,可见研发力度持续加强;从研发强度来看,行业相关上市企业中,科大 讯飞的研发强度最高,近三年均在15%以上。 以下数据及分析来自于前瞻产业研究院脑机接口研究小组发布的《全球及中国脑机接口(BCI)行业发 展前景展望与投资机遇分析报告》。 行业主要上市公司:翔宇医疗(688626)、岩山科技(002195)、科大讯飞(002230)、伟思医疗(688580)、爱 朋医疗(300753)、三博脑科(301293)、创新医疗(002173)等 本文核心数据:脑机接口行业研发现状分析;脑机接口行业热门申请人分析;脑机接口行业热门技术专利 分析 从专利热门申请人来看,截至2025年年底,我国脑机接口行业热门申请人为天津大学,共有126项脑机 接口相关专利;其次是华南理工大学和西安交通大学,分别有80项和78项脑机接口相关专利。 | 申请人 | | 专 ...
脑机接口海内外技术突破密集落地,医保护航+产业协同齐发力,板块潜伏酝酿爆发行情
Xin Lang Cai Jing· 2026-02-09 10:09
Group 1: Innovation in Medical Technology - Innovation Medical (002173) has established itself in the medical service sector, focusing on brain-computer interface (BCI) technology for clinical applications, particularly in neuro-rehabilitation and cardiovascular treatment [1][20] - The company's BCI-4000 product is in Phase III clinical trials, utilizing invasive electrodes to collect brain signals for device control, aiding rehabilitation for high-level paraplegics [1][20] - With the implementation of insurance reimbursement policies for BCI, the clinical transition process is expected to accelerate, potentially leading to significant growth in the neuro-rehabilitation business [1][20] Group 2: Digital Entertainment and AI Integration - Talking Tom (300459) leverages its popular IPs in digital entertainment and is actively exploring the integration of AI with brain-computer interfaces to create immersive interactive experiences [2][21] - The core business includes IP operation, mobile app development, and digital content creation, focusing on leisure and children's education [2][21] - The company aims to develop brain-controlled games and immersive entertainment applications, enhancing user engagement and monetization capabilities [2][21] Group 3: Precision Components in Medical Devices - Meihua Medical (301363) specializes in manufacturing precision medical components, providing essential support to global medical device companies, and has recently entered the brain-computer interface supply chain [3][22] - The company produces components for cardiovascular and neuro-interventional devices, including precision structural parts for BCI equipment [3][22] - As demand for BCI devices increases, the company anticipates a steady growth in orders for precision components, enhancing collaboration with BCI firms [3][22] Group 4: AI and Brain-Computer Interface Algorithms - Yanshan Technology (002195) focuses on brain-like intelligence and AI, with a strong emphasis on developing neural signal decoding algorithms for brain-computer interfaces [4][23] - The company aims to optimize brain signal decoding efficiency through AI algorithms, enhancing the precision control capabilities of BCI devices [4][23] - As the demand for algorithm precision in BCI increases, the company expects growth in algorithm licensing and system integration services [4][23] Group 5: Network Solutions for Brain-Computer Interfaces - StarNet Ruijie (002396) is a leading provider of network equipment and solutions, exploring network support solutions for brain-computer interface applications [5][25] - The company offers high-speed data transmission and processing solutions for BCI devices, facilitating real-time brain signal transmission and cloud analysis [5][25] - With the rising demand for data transmission efficiency in BCI, the company anticipates continued growth in high-speed network equipment demand [5][25] Group 6: Pain Management and Neuroregulation - Aipeng Medical (300753) specializes in pain management and neuroregulation, exploring the application of brain-computer interfaces in postoperative pain relief and neuro-rehabilitation [6][26] - The company focuses on developing devices for pain management and neuroregulation, aiming to enhance treatment efficiency through brain-computer technology [6][26] - As the demand for neuro-rehabilitation grows, the application of BCI in medical settings is expected to accelerate [6][26] Group 7: Security and Identity Verification - Entropy Technology (301330) leverages biometric recognition and identity verification technologies, applying brain-computer interfaces in security and identity authentication [7][27] - The company provides solutions for financial, governmental, and transportation sectors, focusing on the development of BCI applications for secure interactions [7][27] - As the demand for precision and security in identity verification increases, the potential for BCI applications in security will gradually be realized [7][27] Group 8: Smart Control Components and IoT Solutions - Yingqu Technology (002925) specializes in smart control components and IoT solutions, providing essential support for brain-computer interface devices [8][28] - The company serves consumer electronics and smart home sectors, offering smart control components that facilitate intelligent interaction and data collection for BCI devices [8][28] - With the rising demand for intelligent BCI devices, the company expects a continuous increase in orders for smart control components [8][28] Group 9: Precious Metal Materials for BCI Electrodes - Guiyan Platinum (600459) focuses on the research and production of precious metal materials, providing critical materials for brain-computer interface electrodes [9][29] - The company supplies platinum-based alloy materials that enhance the biocompatibility and signal stability of BCI electrodes [9][29] - As the demand for mass production of BCI electrodes increases, the company anticipates a steady growth in orders for precious metal materials [9][29] Group 10: Automotive Applications of Brain-Computer Interfaces - Yachuang Electronics (301099) is exploring the application of brain-computer interfaces in smart driving, focusing on automotive-grade chips and power semiconductors [10][30] - The company aims to implement brain control technology for vehicle operation, opening new possibilities in automotive intelligence [10][30] - As the demand for human-machine interaction in smart driving increases, the potential for BCI applications in the automotive sector will gradually be realized [10][30] Group 11: Industrial Applications of Brain-Computer Interfaces - Zhongke Information (300678) focuses on intelligent monitoring and industrial detection, applying brain-computer interfaces in industrial settings [11][31] - The company aims to utilize brain signals for equipment status monitoring and fault prediction, enhancing industrial efficiency [11][31] - As the demand for monitoring precision in industrial automation increases, the application of BCI in industrial settings is expected to accelerate [11][31] Group 12: Third-Party Testing for BCI Compliance - Puni Testing (300887) is a leading third-party testing organization, providing compliance testing services for brain-computer interface devices [12][32] - The company offers testing for biocompatibility and electromagnetic compatibility, ensuring the safety and compliance of BCI products [12][32] - As the BCI industry matures, the demand for compliance testing services is expected to grow, supporting the healthy development of the industry [12][32] Group 13: Flexible Materials for BCI Devices - Pulit (002324) specializes in the research and production of polymer materials, providing essential flexible packaging materials for brain-computer interface devices [13][33] - The company enhances the durability and biocompatibility of BCI devices through its flexible packaging solutions [13][33] - As the demand for flexible materials in BCI devices increases, the company anticipates a steady growth in orders for packaging materials [13][33] Group 14: Intelligent Equipment and Robotics - Tianqi Co., Ltd. (002009) focuses on intelligent equipment manufacturing and industrial automation, exploring the application of brain-computer interfaces in industrial robotics [14][34] - The company aims to implement brain control technology for precise robotic operation, enhancing manufacturing efficiency [14][34] - As the demand for precision in industrial automation increases, the application of BCI in robotics is expected to accelerate [14][34] Group 15: Medical Rehabilitation and Training - Chengyitong (300430) specializes in pharmaceutical intelligent manufacturing and rehabilitation equipment, exploring the application of brain-computer interfaces in rehabilitation training [15][35] - The company focuses on optimizing rehabilitation plans through brain control technology, enhancing training efficiency [15][35] - As the demand for neuro-rehabilitation grows, the application of BCI in medical settings is expected to accelerate [15][35] Group 16: Military Communication and Navigation - Haige Communication (002465) is a core enterprise in military communication and navigation, providing specialized support for brain-computer interfaces [16][36] - The company offers military communication and data transmission solutions for BCI devices, enhancing interaction in specialized scenarios [16][36] - As the demand for BCI in military applications increases, the need for communication equipment is expected to grow [16][36] Group 17: Smart Terminals and Information Systems - Nanjing Panda (600775) leverages electronic manufacturing and communication technology, exploring the application of brain-computer interfaces in smart terminals [17][37] - The company aims to implement brain control technology for device operation, opening new possibilities in consumer electronics [17][37] - As the demand for interactive methods in smart terminals increases, the potential for BCI applications in consumer electronics will gradually be realized [17][37] Group 18: Biocompatible Coatings for BCI Devices - Taihe Technology (300801) specializes in fine chemicals and water treatment materials, providing essential biocompatible coating materials for brain-computer interface devices [18][38] - The company enhances the safety and durability of BCI devices through its biocompatible coatings [18][38] - As the demand for biocompatibility in BCI devices increases, the company anticipates a steady growth in orders for coating materials [18][38] Group 19: Cardiovascular and Neurointerventional Applications - Lepu Medical (300003) focuses on cardiovascular and neurointerventional fields, exploring the application of brain-computer interfaces in cardiac rehabilitation and neuroregulation [19][39] - The company aims to optimize treatment plans through brain control technology, enhancing rehabilitation efficiency [19][39] - As the demand for cardiovascular and neuro-rehabilitation grows, the application of BCI in medical settings is expected to accelerate [19][39] Group 20: Intelligent Nursing and Patient Monitoring - Yahua Electronics (301337) specializes in medical information systems and intelligent nursing devices, exploring the application of brain-computer interfaces in patient monitoring [20][40] - The company aims to utilize brain signals for real-time patient status monitoring, enhancing medical service efficiency [20][40] - As the demand for precise monitoring in medical services increases, the application of BCI in healthcare settings is expected to accelerate [20][40]
A股AIGC概念股集体下跌,昆仑万维跌超7%,天下秀跌超5%
Ge Long Hui A P P· 2026-02-06 02:26
Group 1 - A-share market AIGC concept stocks experienced a collective decline, with notable drops in several companies [1] - Zhejiang Wenlian fell by 9.09%, Kunlun Wanwei and Yue Media dropped over 7%, while Xuan Ya International and Tian Xia Xiu fell over 5% [1][2] - Other companies such as Zhongkong Technology and Zhi De Mai saw declines of over 4%, and several others fell by more than 3% [1] Group 2 - Zhejiang Wenlian's total market value is 21 billion, with a year-to-date increase of 80.43% [2] - Kunlun Wanwei has a market value of 68.8 billion, with a year-to-date increase of 31.37% [2] - Yue Media's market value stands at 13.1 billion, with a year-to-date increase of 31.21% [2]
A股AIGC概念股集体下跌,浙文互联跌9%,昆仑万维跌超7%
Jin Rong Jie· 2026-02-06 02:20
Group 1 - The A-share market saw a collective decline in AIGC concept stocks, with Zhejiang Wenhu Internet dropping by 9% [1] - Kunlun Wanwei and Guangdong Media fell over 7% [1] - Xuan Ya International and Tianxia Show decreased by over 5% [1] Group 2 - Zhongkong Technology and Zhidema experienced a decline of over 4% [1] - Companies such as Sai Group, Shengguang Group, Huace Film & TV, Liou Shares, Zhongwen Online, and Yanshan Technology all dropped by over 3% [1]
AIGC概念股集体下跌,浙文互联跌9%,昆仑万维跌超7%
Ge Long Hui· 2026-02-06 02:06
责任编辑:栎树 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 600986 | 浙文互联 | 1 | -9.09 | 210亿 | 80.43 | | 300418 | 昆仑万维 | 1 | -7.56 | 688亿 | 31.37 | | 002181 | 粵 传媒 | | -7.45 | 131亿 | 31.21 | | 300612 | 宣亚国际 | → | -5.95 | 35.64亿 | 10.89 | | 600556 | 天下秀 | | -5.75 | 133亿 | 21.58 | | 688777 | 中控技术 | 1 | -4.32 | 688亿 | 76.23 | | 300785 | 值得买 | | -4.19 | 129亿 | 48.17 | | 300781 | 因塞集团 | | -3.92 | 75.72亿 | 32.60 | | 002400 | 省广集团 | | -3.81 | 194亿 | 25.37 | | 300133 | 华策影视 | | -3.64 | 165 ...
上海岩山科技股份有限公司 关于使用闲置自有资金进行投资理财的进展公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-02-05 22:35
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假记载、误导性陈述或者重大 遗漏。 一、购买理财产品的基本情况 上海岩山科技股份有限公司(以下简称"公司")分别于2025年5月30日召开第八届董事会第二十次会 议、第八届监事会第十六次会议,于2025年6月24日召开2024年度股东大会,均审议通过了《关于增加 使用闲置自有资金购买理财产品额度的议案》,同意公司(含控股子公司)使用不超过(含)人民币60 亿元的闲置自有资金进行委托理财,有效期为自2024年度股东大会审议通过该议案之日起的12个月内, 在有效期内该等资金额度可滚动使用。详见公司于2025年6月3日、2025年6月25日刊登在《中国证券 报》《上海证券报》《证券日报》《证券时报》和巨潮资讯网(www.cninfo.com.cn)的相关公告。 公司前次进展公告披露后新增理财产品购买情况如下: ■ 注:预计终止日期、预计年化收益率等表述不代表公司或子公司实际的产品持有期限以及获得的实际收 益,亦不构成对产品的任何收益承诺。 二、投资风险提示 金融市场受宏观经济等因素影响较大,虽然上述理财 ...
上海岩山科技股份有限公司关于使用闲置自有资金进行投资理财的进展公告
Shang Hai Zheng Quan Bao· 2026-02-05 18:44
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002195 证券简称:岩山科技 公告编号:2026-007 上海岩山科技股份有限公司 关于使用闲置自有资金进行投资理财的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假记载、误导性陈述或者重大 遗漏。 一、购买理财产品的基本情况 上海岩山科技股份有限公司(以下简称"公司")分别于2025年5月30日召开第八届董事会第二十次会 议、第八届监事会第十六次会议,于2025年6月24日召开2024年度股东大会,均审议通过了《关于增加 使用闲置自有资金购买理财产品额度的议案》,同意公司(含控股子公司)使用不超过(含)人民币60 亿元的闲置自有资金进行委托理财,有效期为自2024年度股东大会审议通过该议案之日起的12个月内, 在有效期内该等资金额度可滚动使用。详见公司于2025年6月3日、2025年6月25日刊登在《中国证券 报》《上海证券报》《证券日报》《证券时报》和巨潮资讯网(www.cninfo.com.cn)的相关公告。 公司前次进展公告披露后新增理财产品购买情况如下: ■ 注:预计终止日期、预计年化收益率等表述不代表公司或 ...
股市必读:岩山科技(002195)2月5日主力资金净流出5.67亿元
Sou Hu Cai Jing· 2026-02-05 16:16
资金流向 截至2026年2月5日收盘,岩山科技(002195)报收于9.93元,下跌1.59%,换手率8.02%,成交量449.43万 手,成交额44.49亿元。 当日关注点 交易信息汇总 上海岩山科技股份有限公司于2025年5月30日召开董事会及监事会,2025年6月24日召开2024年度股东大 会,审议通过使用不超过60亿元闲置自有资金进行委托理财的议案,有效期12个月,额度内可滚动使 用。近期新增购买多笔理财产品,包括ETF基金、国债逆回购、结构性存款及私募证券投资基金等,投 资主体包括公司及控股子公司,资金来源均为闲置自有资金,部分产品已部分赎回并取得收益。公司已 采取多项风险控制措施,确保投资安全。 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。 来自交易信息汇总:2月5日主力资金净流出5.67亿元,散户资金净流入4.67亿元。 来自公司公告汇总:公司使用不超过60亿元闲置自有资金进行委托理财,近期新增多笔投资。 2月5日主力资金净流出5.67亿元;游资资金净流入1.01亿元;散户资金净流入4.67亿元。 公司公告汇总 关 ...
岩山科技(002195)披露使用闲置自有资金进行投资理财的进展公告,2月5日股价下跌1.59%
Sou Hu Cai Jing· 2026-02-05 14:14
最新公告列表 《关于使用闲置自有资金进行投资理财的进展公告》 截至2026年2月5日收盘,岩山科技(002195)报收于9.93元,较前一交易日下跌1.59%,最新总市值为 563.09亿元。该股当日开盘9.96元,最高10.15元,最低9.76元,成交额达44.49亿元,换手率为8.02%。 近日,岩山科技发布《关于使用闲置自有资金进行投资理财的进展公告》。公告显示,公司于2025年5 月30日召开董事会及监事会,2025年6月24日召开2024年度股东大会,审议通过使用不超过60亿元闲置 自有资金进行委托理财的议案,有效期12个月,额度内可滚动使用。近期新增购买多笔理财产品,包括 ETF基金、国债逆回购、结构性存款及私募证券投资基金等,投资主体包括公司及控股子公司,资金来 源均为闲置自有资金,部分产品已部分赎回并取得收益。公司已采取多项风险控制措施,确保投资安 全。 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。 ...
岩山科技(002195) - 关于使用闲置自有资金进行投资理财的进展公告
2026-02-05 10:30
证券代码:002195 证券简称:岩山科技 公告编号:2026-007 上海岩山科技股份有限公司 关于使用闲置自有资金进行投资理财的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假 记载、误导性陈述或者重大遗漏。 一、购买理财产品的基本情况 上海岩山科技股份有限公司(以下简称"公司")分别于2025年5月30日召 开第八届董事会第二十次会议、第八届监事会第十六次会议,于2025年6月24 日召开2024年度股东大会,均审议通过了《关于增加使用闲置自有资金购买理 财产品额度的议案》,同意公司(含控股子公司)使用不超过(含)人民币60 亿元的闲置自有资金进行委托理财,有效期为自2024年度股东大会审议通过该 议案之日起的12个月内,在有效期内该等资金额度可滚动使用。详见公司于2025 年6月3日、2025年6月25日刊登在《中国证券报》《上海证券报》《证券日报》 《证券时报》和巨潮资讯网(www.cninfo.com.cn)的相关公告。 1、董事会授权董事长或其授权人士行使该项投资所涉及的决策权、签署相 关合同文件以及办理其他全部相关事宜,包括但不限于选择合格专业理财机构作 为受托方、 ...