2025 年 5 月 27 日，深圳惠泰医疗器械股份有限公司（以下简称"公司"） 全资子公司湖南埃普特医疗器械有限公司取得一项医疗器械注册证，具体情况如 下： 一、医疗器械注册证的具体情况 证券代码：688617 证券简称：惠泰医疗 公告编号：2025-027 深圳惠泰医疗器械股份有限公司 关于自愿披露取得医疗器械注册证的公告 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、准确性和完整性依法承担法律责任。 三、风险提示 上述产品后续实际销售情况取决于未来市场的推广效果，公司目前尚无法预 测上述产品对公司未来营业收入的影响，敬请广大投资者理性投资、注意投资风 险。 特此公告。 深圳惠泰医疗器械股份有限公司董事会 2025 年 5 月 29 日 | 注册人名称 | 湖南埃普特医疗器械有限公司 | | --- | --- | | 产品名称 | 冠状动脉棘突球囊扩张导管 | | 注册分类 | 第三类无源医疗器械 | | 注册证编号 | 国械注准 20253031011 | | 预期用途 | 该产品用于成人患者 PCI（经皮冠状动脉介入治疗）中植入支架或使 | | ...

Group 1 - The core viewpoint of the news highlights the performance of the CSI 500 Quality Growth Index and its constituent stocks, indicating a slight increase in the index and notable gains in specific stocks like Debang Co., Ltd. and Laofengxiang [1] - As of April 2025, the cumulative year-on-year revenue growth for industrial enterprises was 3.2%, while profit growth was 1.4%, showing a slight decline from previous values [1] - The CSI 500 Quality Growth ETF closely tracks the CSI 500 Quality Growth Index, which selects 100 companies with high profitability, sustainable earnings, and strong cash flow from the CSI 500 Index [2] Group 2 - The top ten weighted stocks in the CSI 500 Quality Growth Index account for 24.07% of the index, with notable companies including Chifeng Jilong Gold Mining and Ninebot [2] - The performance of the CSI 500 Quality Growth ETF is influenced by the underlying index, which reflects the profitability and growth potential of its constituent companies [2] - The analysis indicates that the impact of tariffs on profitability may be delayed, with uncertainties surrounding profit recovery due to low capacity utilization in the mid and downstream sectors [2]

转自：新华财经 新华财经北京5月25日电（记者沈寅飞）日前，2024年度"中联上市公司价值100"（以下简称"中联百 强"）榜单出炉。该榜单由中联企业管理集团有关专家组成的上市公司业绩评价课题组推出，至今已是 连续第24年发布。同期还首次发布了"中国人工智能产业分析报告""数据资产上市公司分析报告"及有关 民营上市公司的分析评价等。 据介绍，此次榜单凸显"先进制造与AI创新赋能新质生产力""民营企业高质量发展""培育壮大新型消 费"等亮点。从综合评价来看， 云铝股份以综合得分91.59获得第一，华利集团、北新建材、中远海控等 上市公司紧随其后。 2024年度中联百强中，制造业以67家上市公司持续保持领先，其中先进科技制造企业明显增多，集中在 新能源、半导体与AI硬件、电子制造、创新药与医疗器械等领域，形成一批高增长潜力股。如在新能 源领域，以比亚迪、赛力斯为代表的电动车企和以阳光电源、德业股份为代表的光伏与储能企业实现快 速增长，并达到中国品牌出海新高度。在创新药与医疗领域，百利天恒首款国产SL-B01D1 （EGFR/HER3双抗）进入临床III期，惠泰医疗等上市公司加快医疗设备国产替代进程。在电子制造、 ...

Group 1 - The China Securities 500 Quality Growth Index (930939) increased by 0.59% as of May 23, 2025, with notable gains from Huahai Pharmaceutical (600521) at 8.66%, Betta Pharmaceuticals (300558) at 6.12%, and Xinlitai (002294) at 5.79% [1] - The 500 Quality Growth ETF (560500) rose by 0.75%, with the latest price at 0.95 yuan [1] - The Chief Risk Officer announced a more flexible and precise issuance counter-cyclical adjustment mechanism to better align investment and financing in the capital market [1] Group 2 - Bohai Securities indicated that future market opportunities will depend on incremental changes, suggesting that in case of unexpected downturns due to external risks or investor sentiment, investors should consider counter-cyclical strategies [2] - The report emphasized a "barbell" allocation strategy, focusing on high-dividend and relatively underweighted banking sectors, while also looking for thematic investment opportunities in mergers and acquisitions and new consumption sectors [2] - The 500 Quality Growth Index selects 100 companies with high profitability, sustainable earnings, and strong cash flow from the China Securities 500 Index, providing diverse investment options [2] Group 3 - As of April 30, 2025, the top ten weighted stocks in the China Securities 500 Quality Growth Index accounted for 24.07% of the index, with Chifeng Jilong Gold Mining (600988) being the highest at 3.13% [3] - The top ten stocks include companies like Ninebot (689009), Kaiying Network (002517), and Shenghong Technology (300476), with varying weightings and performance [5]

（以上所列示股票为指数成份股，仅做示意不作为个股推荐。过往持仓情况不代表基金未来的投资方 向，也不代表具体的投资建议，投资方向、基金具体持仓可能发生变化。市场有风险，投资需谨慎。) 500质量成长ETF(560500)，场外联接(鹏扬中证500质量成长ETF联接A：007593；鹏扬中证500质量成长 ETF联接C：007594)。 风险提示：本产品由鹏扬基金管理有限公司发行与管理，销售机构不承担产品的投资、兑付和风险管理 责任。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈利，也 不保证最低收益。基金的过往业绩并不预示其未来表现，本公司管理的其他基金的业绩并不构成对本基 金业绩表现的预示和保证。投资者在投资基金前应认真阅读基金合同、招募说明书和基金产品资料概要 等基金法律文件，全面认识基金产品的风险收益特征，在了解产品情况及销售机构适当性意见的基础 上，根据自身的风险承受能力、投资期限和投资目标，对基金投资作出独立决策，选择合适的基金产 品。基金有风险，投资需谨慎。 数据显示，截至2025年4月30日，中证500质量成长指数(930939)前十大权重股分别为赤峰黄金 (600 ...

Group 1 - Gao Yi Asset recently conducted research on Hui Tai Medical, focusing on strategies to address tariff issues by forming specialized teams to achieve self-supply of key raw materials, thereby reducing reliance on foreign procurement [1] - Hui Tai Medical's ODM business benefits from upstream material control, while its OEM business continues to grow, with stable production capacity in the weaving workshop [1] - The company has resolved key application issues with PFA technology, and its sales team covers both RFA and PFA businesses, with a promotion strategy centered on PF [1] - There is significant growth potential in the domestic and international vascular intervention markets, with plans for gradual automation in production [1] - The company has no immediate plans for increased investment in neuro-intervention, but has clear development plans for overseas brands, expecting international business growth to outpace domestic growth [1] - Hui Tai Medical aims to become a top-tier global player in the cardiovascular field, focusing on strengthening management systems and team building, while expanding the application of PF technology platforms [1] - The company needs to enhance its operational platform, with clear targets set for electrophysiological procedures, and a compound growth rate for atrial fibrillation expected to maintain around 15% [1]

Group 1 - The core viewpoint of the news is the performance and structure of the China Europe CSI All-Share Healthcare Equipment and Services Index Fund A, which has experienced a slight decline recently [1] - As of May 19, the fund's latest net value is 1.05 yuan, marking a continuous drop for four trading days with a cumulative decline of 1.26% [1] - The fund was established in August 2024 with a total size of 0.13 billion yuan and has achieved a cumulative return of 4.82% since inception [1] Group 2 - The fund's holder structure shows that institutional investors hold 0.10 billion shares, accounting for 91.94% of the total shares, while individual investors hold 0.01 billion shares, making up 8.06% [1] - As of March 31, 2025, the top ten holdings of the fund account for a total of 41.48%, with major investments in companies such as Mindray Medical (9.10%), Aier Eye Hospital (7.77%), and United Imaging Healthcare (6.36%) [3]

Core Viewpoint - The electrophysiology device market in China is experiencing rapid growth due to an aging population, increasing prevalence of arrhythmias, improved early screening rates, and advancements in electrophysiological procedures, with the market expected to reach over 40 billion yuan by 2032 [1][10][21]. Industry Overview - Electrophysiology devices are used to monitor and study electrical activities in biological systems, widely applied in medical, research, and clinical diagnosis fields. Common products include ECG machines, EEG machines, EMG machines, and electrophysiological navigation systems [2][4]. Industry Environment - The number of patients with rapid arrhythmias in China is projected to reach 28.2 million by 2024, driving demand for treatment. Electrophysiological surgeries have become a primary treatment method due to their advantages such as minimal invasiveness and high safety [6][8]. Industry Status - The market size for electrophysiology devices in China has grown from 2.42 billion yuan in 2017 to 12.55 billion yuan in 2024. The surgical volume for electrophysiology has increased from 138,000 cases in 2017 to 456,000 cases in 2024, indicating significant growth potential [10][8]. Competitive Landscape - The market is dominated by foreign companies such as Johnson & Johnson, Abbott, and Medtronic, which hold a combined market share of over 64%. Domestic companies like Huatai Medical and MicroPort EP have a much smaller share, indicating a high concentration in the industry [12][14]. Key Enterprises - MicroPort EP focuses on innovative medical devices for electrophysiology and has achieved significant revenue growth, with a projected income of 413 million yuan in 2024, up 25.51% [17]. Huatai Medical, specializing in electrophysiology and interventional medical devices, expects a revenue of 440 million yuan in 2024, reflecting a 19.73% increase [19]. Development Trends 1. **Accelerated Domestic Substitution**: Domestic brands are gaining market share due to supportive policies and technological advancements, with MicroPort EP and Huatai Medical leading in key areas [21]. 2. **Technological Innovation**: The industry is moving towards smart and precise technologies, enhancing the performance of electrophysiology devices and expanding clinical applications [22]. 3. **Growing Market Demand**: The demand for electrophysiology devices is surging, particularly in grassroots healthcare and international markets, with significant growth in overseas revenues for domestic companies [23].

Group 1 - The core viewpoint of the articles indicates that the market is expected to experience a steady upward trend supported by policy measures and liquidity easing, with a focus on technology growth and consumer recovery as the main driving forces [1][2] - The Central Political Bureau meeting emphasized timely interest rate cuts and reserve requirement ratio reductions, which are expected to release liquidity through structural tools, thereby solidifying the market bottom [1] - In Q1 2025, the net profit attributable to shareholders of A-shares turned positive year-on-year, with significant recovery in the profitability of small and medium-sized stocks, particularly in the TMT and consumer sectors [1] Group 2 - The CSI 500 Quality Growth Index consists of 100 listed companies selected for their high profitability, sustainable earnings, and strong cash flow, providing diverse investment options for investors [2] - As of April 30, 2025, the top ten weighted stocks in the CSI 500 Quality Growth Index accounted for 24.07% of the index, with notable companies including Chifeng Jilong Gold Mining and Ninebot [2][4] - The 500 Quality Growth ETF closely tracks the CSI 500 Quality Growth Index, offering investors a way to invest in these high-quality growth companies [2][4]

证券代码：688617 证券简称：惠泰医疗 公告编号：2025-024 深圳惠泰医疗器械股份有限公司 关于公司 2021 年限制性股票激励计划首次授予及预留部分 授予 B 类限制性股票第三个归属期符合归属条件的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 一、股权激励计划批准及实施情况 （一）公司 2021 年限制性股票激励计划（以下简称"本激励计划"）方案 及履行的程序 1、本激励计划主要内容 对于 A 类限制性股票首次授予的限制性股票的各批次归属比例安排如下表 所示： | 归属安排 | 归属时间 | | 归属权益数量占授 予权益总量的比例 | | --- | --- | --- | --- | | 首次授予的限制性 | 自首次授予之日起 | 36 个月后的首个交易日至首 | 50% | | 股票第一个归属期 | 次授予之日起 48 | 个月内的最后一个交易日止 | | | 首次授予的限制性 | 自首次授予之日起 | 个月后的首个交易日至首 60 | 50% | | 股票第二个归属期 | 次授予之 ...