金吾财讯 | 脑机接口概念全线飘红，心玮医疗(06609)升10.45%，南京熊猫电子股份(00553)升6.22%，脑洞极光(06681)升6.19%，微创脑科学(02172)升4.88%，脑洞科技(02203)升近1%。12月26日，国家药监局发布《优先审批高端医疗器械目录（2025版）》（以下简称《目录》）。《目录》包括植入式脑机接口医疗器械等8种产品，阐述了产品技术参数或预期用途。国家药监局同时明确了有关事宜。信达证券指出，“十五五”规划建议中明确提出脑机接口是六大未来产业之一，有望推动脑机接口从实验室走向产业化；12 月 22 日，侵入式脑机接口公司“阶梯医疗（上海）科技有限公司”完成 B+ 轮融资，有望加速产品临床进度。在机器人领域，“图迈”手术机器人全球装机突破 100 台，订单量超 160+台，成为首个实现百台商业化的国产腔镜手术机器人，标志着中国在全球医疗技术领域从旁观者跃升为关键推动。展望后市，该机构认为春节行情即将启动，建议关注新兴产业方向，如脑机接口、手术机器人及 AI 应用，长期来看，创新和出海仍是医疗投资主线，建议关注高端医械及创新药产业链。
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