【脑机接口板块集体上行 今年以来14股获得机构调研】7月27日，A股脑机接口板块集体上行。截至收盘，爱朋医疗、盈趣科技、创新医疗、海南海药等个股涨停。消息面上，在国新办7月27日举行的“开局起步‘十五五’”系列主题新闻发布会上，中国残联党组书记、理事长周长奎在答记者问时说，“十五五”时期将强化场景牵引、加速技术验证推广，以融合非侵入式脑机接口的智能康复设备帮助残疾人康复训练等应用场景培育作为抓手，立足残疾人需求，为企业等创新主体提供技术迭代、产品验证、模式打磨的真实环境。据证券时报·数据宝统计，A股中布局脑机接口板块的个股共有25只，今年以来共有14股获得机构调研，翔宇医疗、美好医疗、爱朋医疗的调研机构家数居前，分别达到282家、191家、189家。根据3家及以上机构一致预测，7只脑机接口概念股2026年营业收入有望实现同比增长，其中美好医疗、世纪华通、盈趣科技预测增幅居前，分别达到26.24%、26.17%、23.8%。
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