脑机接口概念股走高 蓝思科技(06613)涨7.48% 机构指5月商保覆盖标志行业向普惠化、商业化迈进

金吾财讯
Jun 01

金吾财讯 | 港股脑机接口概念股全线走高,截至发稿,联想集团(00992)涨10.08%,蓝思科技(06613)涨7.48%,心玮医疗-B(06609)涨3.52%,南京熊猫电子股份(00553)涨2.02%,微创脑科学(02172)涨1.41%。消息面上,开源证券研究指出,5月25日城市定制型商业补充医疗保险“沪惠保2026版”上线,首次增加了“脑机接口手术耗材费用保障”,报销比例30%,保额上限15万元,覆盖住院期间脑机接口手术特定自费材料费用,包括植入式脑机接口手部运动功能代偿系统(含脑机接口植入体、脑电信号收发器、气动手套设备主机、被动康复手套)、植入式脑电电极套件(含皮层电极)等。该机构认为:从2025年3月医保局为脑机接口收费立项到2026年5月商保覆盖,脑机接口支付端已经实现从手术费到耗材支出全链路打通,脑机接口真正向普惠化、商业化迈进。与此同时,该机构援引据信通院统计数据披露,截至2025年4月全球脑机接口领域累计投资额近100亿美元。2026年以来,阶梯医疗、强脑A科xo技ft、等密集完成新一轮融资。基于此,该机构认为,随着商业保险覆盖,行业正实现商业闭环,投融资底层逻辑已从前瞻性技术布局转向高确定性的产业投资。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10