深圳惠泰医疗器械股份有限公司 详式权益变动报告书 上市公司名称：深圳惠泰医疗器械股份有限公司 股票上市地点：上海证券交易所 股票简称：惠泰医疗 股票代码：688617.SH 信息披露义务人：深圳迈瑞科技控股有限责任公司 注册地址：深圳市南山区高新技术产业园区高新南一路迈瑞总部大厦 3418 室 通讯地址：深圳市南山区高新技术产业园区科技南 12 路迈瑞大厦 一致行动人：珠海彤昇投资合伙企业（有限合伙） 注册地址：珠海市横琴新区豆蔻路 1 号粤澳合作中医药科技产业园科研总部 大楼 301 室 C06 号卡位 通讯地址：珠海市横琴新区豆蔻路 1 号粤澳合作中医药科技产业园科研总部 大楼 301 室 C06 号卡位 股份变动性质：股份增加（大宗交易） 一、本报告书系根据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》《公开发行证券的公司信息披露内容与格式准则第 16 号——上市公司收购报告书》及相关法律、法规和部门规章有关规定编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其行为亦不 违反信息披露义务人 ...

中信证券股份有限公司 关于 深圳惠泰医疗器械股份有限公司 详式权益变动报告书 之 财务顾问核查意见 财务顾问 2025年9月 中信证券股份有限公司关于深圳惠泰医疗器械股份有限公司详式权益变动报告书之财务顾问核查意见 声 明 根据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证券 的公司信息披露内容与格式准则第15号——权益变动报告书》及《公开发行证券 的公司信息披露内容与格式准则第16号——上市公司收购报告书》等法律法规和 规范性文件的规定，中信证券股份有限公司（以下简称"本财务顾问"）按照行业 公认的业务标准、道德规范，本着诚实信用、勤勉尽责的精神，对本次权益变动 的相关情况和资料进行了核查，对信息披露义务人出具的《深圳惠泰医疗器械股 份有限公司详式权益变动报告书》所披露的内容出具核查意见，以供投资者和有 关各方参考。 为此，本财务顾问特作出以下声明： 1、本财务顾问已按照规定履行了尽职调查义务，对信息披露义务人披露的 《深圳惠泰医疗器械股份有限公司详式权益变动报告书》进行了核查，确信披露 文件内容与格式符合规定，并有充分理由确信所发表的专业意见与信息披露义务 人披露的文件内容不存在实质性差异； ...

Core Viewpoint - The A-share market experienced a significant decline on September 4, with the Sci-Tech 50 index dropping over 7%, indicating a bearish trend in the market [1][2]. Group 1: Market Performance - The Sci-Tech 50 index closed at 1212.05, down 94.43 points or 7.23% from the previous close of 1306.48 [3]. - The trading volume for the Sci-Tech 50 index was 14.08 billion, with a total transaction value of 832.70 billion [3]. - The index reached a high of 1304.05 and a low of 1211.02 during the trading session [3]. Group 2: Key Stocks Performance - Major constituent stocks of the Sci-Tech 50 index saw significant declines, with Cambrian falling over 15% to 1189.02, a decrease of 215.9 points [4]. - Other notable declines included Huatai Medical down 4.31% to 301.81, Kingsoft down 7.37% to 290.85, and Zhaojin Technology down 4.14% to 200.30 [4]. - The overall trend showed that 552 stocks declined, while only 34 stocks increased, indicating a broad market downturn [3].

Market Overview - The A-share market experienced a significant decline, with major indices continuing to drop on September 4th [2] - The Shanghai Composite Index closed at 3734.20, down 79.36 points or 2.08% [3] - The Shenzhen Component Index fell by 493.1 points, a decrease of 3.95%, closing at 11978.81 [3] - The ChiNext Index saw a decline of 5.36%, closing at 2744.03 [3] Sector Performance - The STAR 50 Index (科创50) dropped over 7%, with major constituent stocks like Cambrian (寒武纪) falling more than 15% [3][6] - The overall trading volume in the A-share market was reported at 418.2 billion [3] Key Stock Movements - Cambrian (688256) saw a significant drop of 15.37%, closing at 1189.02 [6] - Other notable declines included Baillie Gifford (688506) down 7.22% and Huatai Medical (688617) down 4.31% [6] - The STAR 50 Index's performance reflects broader market trends, with a year-to-date decline of 14.54% [4]

证券之星消息，截至2025年9月3日收盘，惠泰医疗(688617)报收于315.42元，上涨3.12%，换手率1.69%，成交量2.38万手，成交额7.5亿元。 9月3日的资金流向数据方面，主力资金净流入1.07亿元，占总成交额14.34%，游资资金净流出1.04亿元，占总成交额13.89%，散户资金净流出 333.64万元，占总成交额0.45%。 近5日资金流向一览见下表： | 日期 | | 涨跌幅 融资余额(元) | 融资净买入(元) | 融券余量(股) | 融券净卖出(股) | 融资融券余额(元) | | --- | --- | --- | --- | --- | --- | --- | | 2025-09-03 | 3.12% | 8427.71万 | 238.14万 | 3.60万 | 3366.0 | 9563.34万 | | 2025-09-02 | 0.12% | 8189.56万 | -1224.49万 | 3.26万 | 9717.0 | 9187.86万 | | 2025-09-01 | 7.43% | 9414.06万 | -1768.94万 | 2.29万 | -3768.0 | 1 ...

Group 1 - A total of 13 stocks from the Sci-Tech Innovation Board (STAR Market) experienced block trading on September 3, with a cumulative transaction amount of 382 million yuan [2][3] - The stock with the highest transaction amount was Huatai Medical, with a trading volume of 655,500 shares and a transaction amount of 163 million yuan [2][3] - All stocks involved in block trading were sold at a discount compared to their closing prices, with the highest discount rates for Huatai Medical, Oat Technology, and Dongwei Semiconductor at 21.31%, 18.24%, and 15.00% respectively [2][3] Group 2 - The STAR 50 Index fell by 1.64% on the same day, with 146 stocks rising, accounting for 24.91% of the total [2] - Among the stocks that underwent block trading, the average increase was 2.66%, with Dongwei Semiconductor, Yifang Bio, and Juguang Technology showing the highest increases of 12.28%, 5.36%, and 4.36% respectively [2][3] - The stocks with the largest net inflows of funds included Arctech, Huatai Medical, and Dongwei Semiconductor, with net inflows of 148 million yuan, 90.16 million yuan, and 63.75 million yuan respectively [3] Group 3 - Institutional trading accounted for 18 transactions involving 5 stocks, with the highest buying amounts for Aibo Medical, Minxin Technology, and Ailis at 55.56 million yuan, 18.28 million yuan, and 7.54 million yuan respectively [3] - The block trading data for September 3 includes detailed statistics for each stock, such as transaction counts, trading volumes, average transaction prices, and relative closing price discounts [3]

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. ...

Group 1 - A total of 60 stocks in the A-share market experienced block trading today, with a total transaction value of 1.826 billion yuan [1] - The top three stocks by transaction value were Chongqing Bank (555.6 million yuan), Huitai Medical (163 million yuan), and Founder Technology (85.02 million yuan) [1] - Among the stocks, 8 were traded at par, 3 at a premium, and 49 at a discount; Chongqing Bank had the highest premium rate at 10.54% [1] Group 2 - The top stocks by institutional buy amounts included Founder Technology (62.09 million yuan), Aibo Medical (55.56 million yuan), and Cambridge Technology (26.53 million yuan) [1] - The highest selling amounts by institutional special seats were for Zhongjian Technology (9.71 million yuan) and Tianfu Communication (4.11 million yuan) [2]

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%。 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Viewpoints - The company reported a revenue of 1.214 billion yuan for the first half of 2025, representing a year-on-year growth of 21.26%, and a net profit attributable to shareholders of 425 million yuan, up 24.11% year-on-year [5] - The PFA solution has emerged as a new highlight in the company's electrophysiology business, with over 800 PFA pulse ablation surgeries completed in the first half of 2025, and an expected total of over 4,500 surgeries for the year [5][6] - Other core businesses are also maintaining rapid growth, with coronary intervention revenue reaching 654 million yuan, a year-on-year increase of 30.02% [6] Financial Performance Summary - For the first half of 2025, the company achieved a gross margin of 73.51%, with a net profit margin of 36.76% [6] - The company forecasts revenues of 2.673 billion yuan, 3.439 billion yuan, and 4.424 billion yuan for 2025, 2026, and 2027 respectively, with corresponding net profits of 890 million yuan, 1.158 billion yuan, and 1.501 billion yuan [7][9] - The expected EPS for 2025, 2026, and 2027 are 6.31 yuan, 8.21 yuan, and 10.64 yuan, with P/E ratios of 45x, 35x, and 27x respectively [7][9]