北京商报讯（记者 丁宁）2月9日晚间，惠泰医疗（688617）发布公告称，基于对行业前景和公司未来 发展的信心，以及对公司长期投资价值的认可，为了维护广大投资者利益，增强投资者对公司的投资信 心，同时为了进一步建立健全公司长效激励机制，促进公司健康可持续发展，公司拟以自有资金通过上 交所交易系统以集中竞价交易方式回购部分公司股票，并在未来适宜时机将回购股份全部用于员工持股 计划或股权激励，回购资金总额不低于1.5亿元（含），不超过2亿元（含）。 ...

证券代码：688617 证券简称：惠泰医疗 公告编号：2026-004 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。 深圳惠泰医疗器械股份有限公司 关于以集中竞价交易方式回购股份方案 暨回购报告书 重要内容提示： ● 回购股份金额：回购资金总额不低于人民币1.5亿元（含），不超过人民币 2亿元（含）。 ● 回购股份资金来源：自有资金 ● 回购股份用途：本次回购的股份将在未来适宜时机用于员工持股计划或股 权激励，并在公司披露股份回购实施结果暨股份变动公告日之后的三年内予以转 让；若公司本次回购的股份未能在上述三年内转让完毕，公司将依法履行减少注 册资本的程序，未转让股份将予以注销。如国家对相关政策作出调整，则本回购 方案按调整后的政策实行。 ● 回购股份价格：不超过人民币315元/股（含），该价格不高于公司董事会 通过回购决议前30个交易日公司股票交易均价的150%。 ● 相关股东是否存在减持计划： 公司董事、高级管理人员、控股股东、实际控制人及一致行动人、持股 5%以上 的股东在董事会通过回购决议之日的未来3个月、未来6 ...

证券代码：688617 证券简称：惠泰医疗 公告编号：2026-003 特此公告。 深圳惠泰医疗器械股份有限公司董事会 深圳惠泰医疗器械股份有限公司（以下简称"公司"）第三届董事会第三次 会议通知于 2026 年 2 月 9 日发出并送达全体董事，全体董事同意豁免本次会议 的提前通知时限要求。本次会议于 2026 年 2 月 9 日以现场结合通讯方式召开， 会议应到董事 9 人，实到董事 9 人，出席董事占应出席人数的 100%。本次会议 的召集、召开及表决程序符合《中华人民共和国公司法》等有关法律、行政法规、 规范性文件和《深圳惠泰医疗器械股份有限公司章程》的规定，会议决议合法有 效。经与会董事审议和表决，会议形成决议如下： 一、 审议通过《关于以集中竞价交易方式回购股份方案的议案》 董事会认为，本次回购公司股份方案设计合理，有利于维护广大投资者利益， 增强投资者对公司的投资信心，建立健全公司长效激励机制，促进公司健康可持 续发展，全体董事一致同意该事项。 具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）披露的《深 圳惠泰医疗器械股份有限公司关于以集中竞价交易方式回购股份方案暨回购报 ...

每经AI快讯，惠泰医疗2月9日晚间发布公告称，公司第三届董事会第三次会议于2026年2月9日以现场 结合通讯方式召开。会议审议了《关于以集中竞价交易方式回购股份方案的议案》。 每经头条（nbdtoutiao）——美国名校毕业刚回国，26岁"金少"空降成董事长和总经理，父母隐退！A股 多位"00后"执掌要职，"不负投资者"成重大考验 （记者 张明双） ...

每经AI快讯，2月9日，惠泰医疗(688617.SH)公告称，公司计划通过集中竞价交易方式回购股份，资金 总额不低于1.5亿元，不超过2亿元，用于员工持股计划或股权激励。回购价格不超过315元/股，期限为 自董事会审议通过之日起10个月内。公司董事、高级管理人员、控股股东等在未来3个月、6个月无明确 的减持计划。 ...

惠泰医疗公告，拟以1.5亿元-2亿元回购公司股份，回购价格不超过315元/股。 ...

Investment Rating - The industry investment rating is "Overweight" (maintained) [4] Core Insights - The medical consumables sector saw a slight increase of 0.35% last week, with the sector index closing at 6067.61 points [6] - The PE ratio for the medical consumables sector is 36.1X, which is a decrease of 0.23X from the previous week, with a one-year maximum of 40.1X and a minimum of 28.88X [7] - The recent approval of innovative high-value consumables is expected to drive performance recovery and growth in the sector [21] Summary by Sections Industry Performance - The medical consumables sector outperformed the CSI 300 index by 1.47 percentage points, ranking 15th among the Shenwan first-level industries [6][10] - Over the past 12 months, the absolute return for the sector was 15%, while the relative return was -4% compared to the CSI 300 [5] Valuation Metrics - As of February 6, the sector's PB ratio stands at 2.61X, with a one-year maximum of 2.92X and a minimum of 2.13X [7][18] Industry Dynamics and Key Announcements - A new product, a disposable intracardiac ultrasound imaging catheter, has been approved, which integrates ultrasound imaging with catheter positioning information, enhancing diagnostic capabilities in cardiac procedures [20] - The approval of innovative products and the development of overseas markets are anticipated to provide new growth points for companies in the sector [21] Investment Recommendations - The report suggests closely monitoring the performance of innovative high-value consumables companies, particularly those with strong product lines and innovation capabilities, such as Huatai Medical, Microelectrophysiology, and Maipu Medical [21][23] - It also highlights the importance of companies that can improve their performance margins, particularly in the orthopedic consumables sector, such as Weigao Orthopedics [21][23]

证券研究报告 行业周报 礼来替尔泊肽全线爆发，2025年合计贡献365亿美元 生物医药行业强于大市（维持） 平安证券研究所生物医药团队 分析师： 叶寅投资咨询资格编号:S1060514100001邮箱：YEYIN757@PINGAN.COM.CN 倪亦道投资咨询资格编号:S1060518070001邮箱：NIYIDAO242@PINGAN.COM.CN 韩盟盟投资咨询资格编号:S1060519060002邮箱：HANMENGMENG005@PINGAN.COM.CN 裴晓鹏投资咨询资格编号:S1060523090002邮箱：PEIXIAOPENG719@PINGAN.COM.CN 何敏秀投资咨询资格编号:S1060524030001邮箱：HEMINXIU894@PINGAN.COM.CN 王钰畅投资咨询资格编号:S1060524090001邮箱：WANGYUCHANG804@PINGAN.COM.CN 曹艳凯投资咨询资格编号:S1060524120001邮箱：CAOYANKAI947@PINGAN.COM.CN 张梦鸽投资咨询资格编号:S1060525070003邮箱：ZHANGMENGGE752@PINGA ...

Group 1 - The core viewpoint of the news highlights the positive performance of the Chinese pharmaceutical and medical device innovation index, with significant gains in specific stocks and a new development plan for traditional Chinese medicine [1] - The China Securities Regulatory Commission and eight other departments have issued a plan to promote the high-quality development of traditional Chinese medicine, aiming to approve a batch of innovative traditional Chinese medicines and cultivate ten major traditional Chinese medicine products by 2030 [1] - The overall funding congestion in the innovative drug sector has slightly decreased compared to Q2, with some funds temporarily withdrawing from innovative drugs, while the medical device sector remains stable and is expected to attract more investment [1] Group 2 - The China Medical and Medical Device Innovation Index (931484) includes 30 listed companies with good profitability and growth potential, reflecting the overall performance of profitable and growth-oriented pharmaceutical and medical device companies [2] - As of January 30, 2026, the top ten weighted stocks in the index account for 63.9% of the total index, including companies like WuXi AppTec, Mindray Medical, and Hengrui Medicine [2]

Investment Rating - The report maintains an "Overweight" rating for the medical consumables industry and offline pharmacy sector [5][6]. Core Insights - The medical consumables market is expected to recover, with positive performance anticipated for innovative high-value consumables due to factors such as aging population, increased demand for medical services, and improved domestic production rates [3]. - The offline pharmacy industry is transitioning from a period of rapid expansion to a focus on operational efficiency and service value, driven by policy guidance that encourages industry consolidation [4]. Summary by Sections Medical Consumables Industry - The market is experiencing a recovery in confidence, with expectations for improved performance in high-value consumables [3]. - Investment focus areas include: 1. Performance reversal in segments like orthopedic consumables, exemplified by companies such as Weigao Orthopedics [5]. 2. Increased market penetration of low-penetration consumables, particularly in high-end innovative fields [5]. 3. Expansion into overseas markets, with orthopedic and interventional consumables leading the way [5]. Offline Pharmacy Industry - The industry is set for accelerated consolidation, moving towards high-quality development characterized by operational efficiency and resource optimization among leading brands [4]. - Key companies to watch include those with advantages in compliance, supply chain, and digital management, such as Yifeng Pharmacy [6]. Market Performance - The medical consumables sector reported a 17.02% increase in the past year, indicating a strong recovery compared to the broader market [17]. - The report highlights the performance of leading companies in the medical consumables sector, with significant growth observed in companies like Hualan Biological Engineering and ZhenDe Medical [20][25].