惠泰医疗9月3日大宗交易平台出现一笔成交，成交量65.55万股，成交金额1.63亿元，大宗交易成交价为 248.20元，相对今日收盘价折价21.31%。该笔交易的买方营业部为华泰证券股份有限公司深圳益田路荣 超商务中心证券营业部，卖方营业部为中信证券股份有限公司上海青浦区徐民路证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为1.67亿元。 9月3日惠泰医疗大宗交易一览 成交 量 （万 股） 成交金 额 （万 元） 成交价 格 （元） 相对当 日 收盘折 溢价 （%） 买方营业部 卖方营业部 65.55 16270.40 248.20 -21.31 华泰证券股份有限公司深圳益田路荣 超商务中心证券营业部 中信证券股份有限公司上海青浦 区徐民路证券营业部 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报•数据宝统计显示，惠泰医疗今日收盘价为315.42元，上涨3.12%，日换手率为1.69%，成交额 为7.50亿元，全天主力资金净流入9016.22万元，近5日该股累计上涨12.61%，近5日资金合计净流入1.73 亿元。 两融数据显示，该股最新融资余额为8189. ...

今日(9月3日)A股共60只个股发生大宗交易，总成交18.26亿元，其中重庆银行、惠泰医疗、方正科技成 交额居前，成交额依次为5.56亿元、1.63亿元、8500.24万元。 成交价方面，共8只股票平价成交，3只股票溢价成交，49只股票折价成交；重庆银行、浙江震元、马应 龙溢价率居前，溢价率依次为10.54%、1.94%、0.08%；太湖远大、国源科技、中熔电气折价率居前， 折价率依次为28.34%、26.23%、25.12%。 机构专用席位买入额排名：方正科技(6209.19万元)、爱博医疗(5556.44万元)、剑桥科技(2652.85万元)、 三人行(2011.22万元)、宁德时代(1884.9万元)、敏芯股份(1828.08万元)、德福科技(1608万元)、瑞泰新材 (1006.82万元)、艾力斯(753.55万元)、奥瑞金(722.8万元)、兴蓉环境(715.29万元)、申菱环境(649万元)、 均瑶健康(601.75万元)、益方生物-U(499.88万元)、通润装备(256.6万元)、福莱蒽特(245.2万元)、英诺激 光(204.53万元)、阿特斯(201.6万元)。 机构专用席位卖出额排名：中 ...

9月3日，惠泰医疗大宗交易成交65.55万股，成交额1.63亿元，占当日总成交额的17.83%，成交价248.2 元，较市场收盘价315.42元折价21.31%。 ...

惠泰医疗（ [Table_StockNameRptType] 688617） 公司点评 业绩符合预期，PFA 成为电生理业务新看点 | 投资评级：买入（维持） [Table_Rank] | | | | --- | --- | --- | | 报告日期： | 2025-09-02 | | | [Table_BaseData] 收盘价（元） | | 305.49 | | 近 12 个月最高/最低（元） | | 329.83/ | | | | 214.72 | | 总股本（百万股） | | 141 | | 流通股本（百万股） | | 141 | | 流通股比例（%） | | 100.00 | | 总市值（亿元） | | 431 | | 流通市值（亿元） | | 431 | [公司价格与沪深 Table_Chart] 300 走势比较 -17% -1% 16% 33% 49% 9/24 12/24 3/25 6/25 惠泰医疗 沪深300 [Table_Author] 分析师：谭国超 1.【华安医药】公司点评：惠泰医疗 （688617）：业绩延续高增长，房颤 解决方案完善 2025-04-25 2.【华安医药】公司点 ...

惠泰医疗 摘要 惠泰医疗通过自主研发和战略并购，已形成电生理、冠脉通路、外周血 管介入及非血管介入四大业务板块，覆盖设备和耗材，尤其在电生理领 域，PFA 技术有望实现弯道超车。 电生理市场受益于庞大的心律失常患者基数和 PFA 等新技术驱动，预计 未来几年保持稳健增长，老龄化背景下，手术量有望持续提升，但医保 压力需关注。 中国心脏电生理手术渗透率远低于美国，提升空间巨大，借鉴冠脉介入 行业经验，通过集采提高产品可及性，有望促进手术量增长。 电生理治疗国际共识倾向一线使用电生理手术，国内指南有望调整，集 采降价提高患者可及性，医疗资源供给增加，共同推动市场发展。 3D 手术普及推动企业开发相应设备并与耗材绑定，惠泰医疗在迈瑞支持 下，3D 设备性能显著提升，国产企业在 PFA 技术赛道上具备优势。 电生理集采提高产品可及性，福建集采中，房颤领域进口企业占优，室 上速领域国产企业份额提升，惠泰医疗等国产厂商受益于国产替代。 惠泰医疗收入和利润快速增长，2024 年收入达 20.66 亿元，归母净利 润 6.73 亿元，预计未来几年保持约 30%增速，各项业务毛利率稳步提 升，长期发展前景看好。 Q&A 惠泰医 ...

Market Performance - A-shares have been rising since August, with the Sci-Tech Innovation 50 Index increasing by 28% and the ChiNext Index rising over 24%, while the Shanghai Composite Index has gained nearly 8% [1] - Historically, since 2000, the Shanghai Composite Index has a 50% probability of rising in September, while the ChiNext Index has a slightly lower probability [1] - The Consumer Sector shows a higher probability of increase, with the 800 Consumer Index having a 60% probability of rising [1] Institutional Outlook - Institutions are generally optimistic about the future performance of A-shares, with Everbright Securities stating that the logic supporting the market's rise remains unchanged and valuations are reasonable without significant overextension [1] - New positive factors are emerging, such as the potential onset of a Federal Reserve interest rate cut cycle and a recovery in public fund issuance [1] - Zhongtai Securities indicates that liquidity factors are aiding the market's bullish trend, and liquidity is expected to continue driving the market upward, alongside the need for fundamental support [1] Company Profit Forecasts - Various companies have projected net profit growth for 2025 and 2026, with notable increases in specific sectors: - Jiejie Microelectronics (300623) expects a net profit of 37.95 million with a growth rate of 34.40% for 2025 and 34.15% for 2026 [3] - BGI Genomics (301269) anticipates a net profit of 23.82 million, with a significant growth of 82.78% in 2025 and 51.36% in 2026 [3] - Baiwei Storage (688525) forecasts a net profit of 22.15 million, with a remarkable growth of 140.65% for 2025 and 80.38% for 2026 [3] - Other companies such as Zhongwei Company (688012) and Kunlun Wanwei (300418) also show strong profit growth expectations, indicating a positive outlook in their respective industries [3]

证券代码：688617 证券简称：惠泰医疗 公告编号：2025-041 深圳惠泰医疗器械股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 副总经理离任：深圳惠泰医疗器械股份有限公司（以下简称"公司"） 副总经理 YUCHEN QIU 先生因达到法定退休年龄，申请辞去公司副总经理职务。 ? 核心技术人员调整：因 YUCHEN QIU 先生达到法定退休年龄并辞去公 司副总经理职务，公司不再认定其为公司核心技术人员。公司综合考虑其研发工 作成果等情况，将聘任其为技术顾问在公司继续任职。 ? 影响说明：YUCHEN QIU 先生离任及本次核心技术人员调整事项，不 会影响公司拥有的核心技术及其专利权属完整性，亦不会对公司持续经营能力、 研发实力、核心竞争力产生重大不利影响。 一、高级管理人员离任情况 公司董事会近日收到公司副总经理、核心技术人员 YUCHEN QIU 先生提交 的书面辞任报告，YUCHEN QIU 先生因达到法定退休年龄，申请辞去公司副总 经理职务。YUCHEN QIU 先生的辞任报告自送 ...

证券代码：688617 证券简称：惠泰医疗 公告编号：2025-041 深圳惠泰医疗器械股份有限公司 关于高级管理人员离任、核心技术人员调整的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 副总经理离任：深圳惠泰医疗器械股份有限公司（以下简称"公司"） 副总经理 YUCHEN QIU 先生因达到法定退休年龄，申请辞去公司副总经理职务。 核心技术人员调整：因 YUCHEN QIU 先生达到法定退休年龄并辞去公 司副总经理职务，公司不再认定其为公司核心技术人员。公司综合考虑其研发工 作成果等情况，将聘任其为技术顾问在公司继续任职。 影响说明：YUCHEN QIU 先生离任及本次核心技术人员调整事项，不 会影响公司拥有的核心技术及其专利权属完整性，亦不会对公司持续经营能力、 研发实力、核心竞争力产生重大不利影响。 一、高级管理人员离任情况 公司董事会近日收到公司副总经理、核心技术人员 YUCHEN QIU 先生提交 的书面辞任报告，YUCHEN QIU 先生因达到法定退休年龄，申请辞去公司副总 经理职务。YUC ...

Market Performance - The medical device sector increased by 1.87% on September 1, with Yirui Biological leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers in Medical Device Sector - Yirui Biological (300942) closed at 13.82, up 13.56% with a trading volume of 263,400 shares and a transaction value of 350 million [1] - Jimin Health (603222) closed at 12.67, up 9.98% with a trading volume of 1,050,500 shares [1] - Hualan Biological (301093) closed at 37.16, up 9.55% with a trading volume of 123,900 shares [1] - Huatai Medical (688617) closed at 305.49, up 7.43% with a trading volume of 30,100 shares [1] - United Imaging Healthcare (688271) closed at 152.10, up 7.26% with a trading volume of 147,200 shares [1] Top Losers in Medical Device Sector - Toukeng Life (300642) closed at 28.50, down 7.71% with a trading volume of 234,300 shares [2] - Blue Sail Medical (002382) closed at 5.99, down 3.07% with a trading volume of 288,400 shares [2] - Wuzhou Medical (301234) closed at 43.30, down 2.48% with a trading volume of 20,800 shares [2] Capital Flow Analysis - The medical device sector saw a net inflow of 68.08 million from institutional investors, while retail investors contributed a net inflow of 14.9 million [2] - The sector experienced a net outflow of 217 million from speculative funds [2] Individual Stock Capital Flow - Mindray Medical (300760) had a net inflow of 90.24 million from institutional investors, while it faced a net outflow of 128 million from speculative funds [3] - United Imaging Healthcare (688271) saw a net inflow of 87.93 million from institutional investors, with a net outflow of 130 million from speculative funds [3] - Jimin Health (603222) experienced a net inflow of 79.82 million from institutional investors, but a net outflow of 49.23 million from speculative funds [3]

Group 1 - The medical sector is active, with the largest medical ETF (512170) reaching a peak price of 0.395 yuan, just 1 cent below the high of 0.396 yuan from September 24 of the previous year [1] - The ETF has seen a trading volume exceeding 720 million yuan, with a premium rate of 0.33% [1][3] - Key stocks in the ETF, including Huatai Medical, United Imaging, and WuXi AppTec, have shown significant gains, with increases of over 6%, 5%, and 4% respectively [2][3] Group 2 - The medical ETF (512170) passively tracks the CSI Medical Index, which has a current PE valuation of 36 times, still below 60% of the time over the past decade [3] - The recent China Medical Device Supervision International Conference emphasized support for high-end medical device innovation, with 52 innovative products approved this year [3] - The biopharmaceutical sector has shown marginal improvement in mid-year performance, with a 2% year-on-year increase in net profit for Q2 2025 [3]