医药生物行业定期报告:脑机接口政策再加码 重视千亿蓝海投资机会

华福证券
Aug 10, 2025

投资要点:行情回顾:本周(2025 年8 月4 日- 2025 年8 月8 日)中信医药指数下跌0.8%,跑输沪深300 指数2.0 pct,在中信一级行业分类中排名第30位; 2025 年初至今中信医药生物板块指数上涨21.8%,跑赢沪深300 指数17.5pct,在中信行业分类中排名第6 位。本周涨幅前五的个股为:南模生物(+42.5%)、海辰药业(+41.3%)、赛诺医疗(+39.5%)、...

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