万亿大工程引爆市场，没想到大家的热情如此之高，接连两日对其他板块形成明显的抽血效应。但有一个板块却抗住了压力，稳住了放量上涨的格局——医 疗器械板块。 连续4个交易日，医疗器械指数ETF（159898）保持放量上攻，成功录得四连阳。今天开盘ETF再次拉升，有望冲击5连阳，且近3个交易日已经"吸金"超过 1100万，是很明显的启动迹象。 难道医疗器械板块风口要来了吗？我觉得可以借鉴一下创新药的走势。 去年7月份，《全链条支持创新药发展实施方案》发布后创新药行情直接爆发，可以说是"原地起飞"也不为过，今年更是一路长虹、全刹不住车。而医疗器 械这边，今年7月也有一项重磅政策发布：《关于优化全生命周期监管支持高端医疗器械创新发展的举措》。 这份文件全力支持医用机器人、高端影像、AI医疗器械、新型生物材料等板块黄金细分：审批流程简化，高端产品上市更快，企业赚钱周期缩短——比起 创新药政策的支持力度，有过之无不及。 而且和创新药相似的是，在这次政策之前，医疗器械板块也已经沉寂了两三年。目前医疗器械指数ETF（159898）自4月8日低点以来已经15%，或许可以成 为医药板块下一个风口？ 国产替代这边也有新催化：7月6日， ...

7月16日，九安医疗今日收盘38.6元，下跌1.66%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到10.85倍，总市值183.07亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)1九安医疗10.8510.970.85183.07亿行业平均 51.8747.354.50108.06亿行业中值37.4837.062.5352.67亿2英科医疗12.0913.041.08191.07亿3新华医疗 14.3613.311.1792.03亿4振德医疗15.4114.530.9855.95亿5山东药玻15.4415.491.77146.06亿6奥美医疗 15.7915.481.6257.06亿7康德莱16.2616.271.3535.03亿8奥泰生物16.8417.751.3653.69亿9九强生物 16.8915.712.0783.66亿10维力医疗17.2617.942.0239.36亿11安杰思18.0518.262.1853.58亿12安图生物 19.0418.172.45217.08亿 来源：金融界 从行业市盈率排名来看，公司所处的医疗器械行业市盈率平均51.87倍，行业中值37 ...

2025年7月14日， 九安医疗 （股票代码：002432）发布了2025年半年度业绩预告。 | 项目 | 本期报告 | 上年同期 | | --- | --- | --- | | 归属上市公司股东的净利润 | 盈利: 88,000 万元-98,000 万元 | 盈利: 60,175.95 万元 | | | 比上年同期增长:46.24%-62.86% | | | 扣除非经营性损益的净利润 | 盈利：86,000 万元-96,000 万元 | 盈利：69,754.62 万元 | | | 比上年同期增长:23.29%-37.63% | | | 基本每股收益 | 盈利: 2.0129 元/股-2.2416 元/股 | 盈利: 1.3788 元/股 | 根据公告，公司预计2025年上半年实现归属于上市公司股东的 净利润为8.8亿元至9.8亿元 ，同比 增长46.24%至62.86% ；扣非净利润预计为8.6亿元至9.6亿 元，同比增长 23.29%至37.63% ；基本每股收益预计为2.0129元/股至2.2416元/股。 iHealth蓝牙智能血压计 业绩增长原因 2025年一季度财报数据 2025年第一季度，九安医 ...

天津九安医疗电子股份有限公司 证券代码：002432 证券简称：九安医疗 公告编号：2025-052 2025年半年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 2025 年 1 月 1 日至 2025 年 6 月 30 日 渠道，目前已经实现了亚马逊、CVS和沃尔玛等线上及线下零售渠道的广泛覆盖。 同时，在家用医疗健康电子产品方面，公司将不断拓展产品序列，利用iHealth近 年来形成的品牌优势，根据市场需求持续地将具有竞争力的技术和产品推向国际 市场。 （二）业绩预告情况 □扭亏为盈 ■同向上升 □同向下降 | 项目 | 本期报告 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属上市公司股 东的净利润 | 盈利：88,000 | 万元-98,000 | 万元 | 盈利：60,175.95 | 万元 | | | 比上年同期增长：46.24%-62.86% | | | | | | 扣除非经营性损 益的净利润 | 盈利：86,000 | 万元-96,000 | ...

证券代码：002432 证券简称：九安医疗 公告编号：2025-051 天津九安医疗电子股份有限公司 2025年第二次临时股东大会决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公 告中的虚假记载、误导性陈述或者重大遗漏承担个别及连带责任。 一、特别提示： 1、本次股东大会未出现否决提案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 二、会议召开情况 1、会议召开的时间 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年6月20日上午 9:15至9:25，9:30至11:30和下午13:00至15:00； 通过深圳证券交易所互联网投票的具体时间为：2025年6月20日上午9:15至下午 15:00的任意时间。 2、现场召开地点：天津市南开区雅安道金平路三号天津九安医疗电子股份有限公 司一楼会议室 3、召开方式：本次会议采取现场投票与网络投票相结合 4、召集人：公司董事会 5、主持人：董事长、总经理刘毅先生 6、会议的召集、召开符合《公司法》《证券法》《深圳证券交易所股票上市规则》 《上市公司股东会规则》等有关法律、法规和《公司章程》的规定，会议的表决程序和 表决结 ...

地址：北京市朝阳区光华路正大中心北塔 11-12 层 邮编：100020 电话：010-65876666 传真：010-65876666-6 北京中银律师事务所 关于天津九安医疗电子股份有限公司 2025 年第二次临时股东大会之 法律意见书 二〇二五年六月 法律意见书 北京中银律师事务所 关于天津九安医疗电子股份有限公司 2025 年第二次临时股东大会之 法律意见书 致：天津九安医疗电子股份有限公司 北京中银律师事务所（以下简称"本所"）接受天津九安医疗电子股份有限 公司（以下简称"公司"）的委托，指派见证律师出席公司 2025 年第二次临时 股东大会（以下简称"本次股东大会"）进行法律见证，并依据《中华人民共和 国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简 称"《证券法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）、 《上市公司治理准则》（以下简称"《治理准则》"）等法律、法规和规范性文 件以及《天津九安医疗电子股份有限公司章程》（以下简称"《公司章程》"） 的规定就公司本次股东大会的召集、召开程序、出席会议人员的资格、表决程序、 表决结果等有关事宜出具法律意见书。 ...

Company Overview - Jiuan Medical closed at 37.17 yuan, down 1.01%, with a rolling PE ratio of 10.45 times and a total market value of 17.629 billion yuan [1] - The company ranks 32nd in the medical device industry, which has an average PE ratio of 51.10 times and a median of 37.18 times [1] Shareholder Information - As of May 31, 2025, Jiuan Medical had 70,600 shareholders, a decrease of 1,200 from the previous count, with an average holding value of 352,800 yuan and an average holding of 27,600 shares per shareholder [1] Business Operations - Jiuan Medical focuses on the research, production, and sales of home medical devices, with key products including the iHealth series, non-self-branded products, traditional hardware products, and internet medical products [1] Financial Performance - In the first quarter of 2025, Jiuan Medical reported revenue of 507 million yuan, a year-on-year decrease of 33.49%, while net profit was 266 million yuan, an increase of 7.62%, with a gross profit margin of 70.46% [1]

Core Viewpoint - Jiuan Medical (002432) has experienced a slight decline in stock price, closing at 37.65 yuan, down 0.32% from the previous week, with a total market capitalization of 17.857 billion yuan as of June 6, 2025 [1] Group 1: Company Announcements - Jiuan Medical announced a 2024 annual equity distribution plan, proposing a cash dividend of 2.00 yuan per 10 shares, totaling 85.851 million yuan, with the record date on June 10, 2025, and the ex-dividend date on June 11, 2025 [2] - As of May 30, 2025, Jiuan Medical has repurchased 13,038,306 shares, accounting for 2.75% of the total share capital, with a total transaction amount of approximately 500 million yuan [3] - The company’s board approved adjustments to the stock option exercise prices for the 2020 and 2021 incentive plans, reducing the exercise price from 8.18 yuan to 8.00 yuan for 2020, and from 3.14 yuan to 2.96 yuan for 2021 [4][6] Group 2: Financing and Strategic Initiatives - Jiuan Medical plans to register and issue medium-term notes up to 3.5 billion yuan and short-term financing bonds up to 500 million yuan to optimize its debt structure [4][5][6] - The company has increased its comprehensive credit limit to no more than 10 billion yuan or equivalent foreign currency [4] - A second extraordinary general meeting of shareholders is scheduled for June 20, 2025, to discuss the proposed issuance of medium-term notes and short-term financing bonds [5]

Group 1 - Weijie Chuangxin plans to reduce its shareholding by up to 3%, amounting to no more than 12.91 million shares, due to personal funding needs [1] - Lier Chemical's major shareholder intends to reduce its stake by up to 3%, equivalent to no more than 24.01 million shares, for investment returns [1] - Helin Micro-Nano's controlling shareholder plans to reduce its shareholding by up to 1.5%, which is no more than 1.75 million shares, due to personal funding needs [2] Group 2 - Yifan Pharmaceutical received drug registration certificates for two products, indicating a focus on oncology and leukemia treatments [3] - *ST Jinbi is planning a change in control, leading to a temporary suspension of its stock trading [4] - Kexing Pharmaceutical's shareholder plans to reduce its stake by up to 3%, amounting to no more than 5.90 million shares, to optimize the equity structure [7] Group 3 - Li New Energy plans to invest approximately 1.25 billion yuan in three independent energy storage projects [7] - Kingsoft Office intends to acquire the remaining 31.98% stake in its subsidiary for 254 million yuan, aiming for full ownership [8] - Northeast Pharmaceutical received a CEP certificate from the European Medicines Agency for an antibiotic raw material, enhancing its product credibility [9] Group 4 - Tai'er Co. announced the lifting of a detention order on its controlling shareholder, changing it to a notice of supervision [10] - Runjian Co. won a bid for a solar power project worth approximately 83.92 million yuan, highlighting its role in the energy sector [11] - Jiuan Medical plans to register and issue medium-term notes and short-term financing bonds, with a total scale of up to 35 billion yuan and 5 billion yuan respectively [12] Group 5 - Wanma Co.'s chairman resigned due to work adjustments, but will remain as a board member [13] - Changhua Chemical plans to transfer 1% of its shares through an inquiry transfer method due to personal funding needs [14] - Jinkai Biotechnology's two shareholders plan to reduce their combined stake by up to 4%, totaling 481.6 thousand shares [15] Group 6 - Aeston plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy [16] - Maiwei Biotechnology's chairman proposed a share buyback plan with a total amount between 25 million and 50 million yuan [17] - Montai High-tech's specific shareholders and executives plan to reduce their stake by up to 3.03%, citing personal funding needs [18] Group 7 - *ST Dongjing's stock will resume trading after a change in control, with a new actual controller [20] - Tongdahai's major shareholders plan to reduce their combined stake by up to 3.57%, totaling 345.24 thousand shares [23]

证券代码：002432 证券简称：九安医疗 公告编号：2025-049 天津九安医疗电子股份有限公司 关于拟注册和发行中期票据及超短期融资券的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对 公告中的虚假记载、误导性陈述或者重大遗漏承担连带责任。 天津九安医疗电子股份有限公司(以下简称"公司"或"本公司")于2025年6 月3日召开第六届董事会第二十三次会议、第六届监事会第十八次会议，审议通过 了《关于拟注册和发行中期票据及超短期融资券的议案》。 为拓宽融资渠道及对银行等金融机构投资者的广泛覆盖，以及为公司战略布 局投入储备资金通道，根据《中华人民共和国公司法》《银行间债券市场非金融 企业债务融资工具管理办法》等法律、法规的规定，结合公司实际发展需要，公 司拟向中国银行间市场交易商协会（以下简称：交易商协会）申请注册并发行中 期票据及超短期融资券，并根据市场情况以及自身资金需求状况在注册额度内择 机一次性或分期发行。本事项尚需提交公司股东大会审议。 （一）发行人：天津九安医疗电子股份有限公司； （二）发行市场：银行间市场； （三）注册品种及规模：可申请注册包括但不限于科技创新债券等创新性品 种， ...