🇺🇸 SECHaemonetics Corp.Doubao · 实盘可交易 · 做多市场:美股▲ 赚 +11.77% · 已结算把握 6/10
北京时间·🕒 发布 18:15:19·⟳ 抓取 18:15:47 +28s·⚡ 决策 10-08 18:18:05 +2m18s·19.4 天前
CSL Plasma 宣布将在2027年底前于其全部美国血浆采集中心部署 Haemonetics NexSys PCS 设备及耗材
相对8月18日仅签署非独家框架协议,本次明确覆盖 CSL 全部美国中心及2027年底时间表,构成实质正面增量;盘前已涨约9%但消息刚发布、无前期抢跑,以小仓和严格追高上限参与
📄 原文Haemonetics Corp.↗ 原文
----- hae-20261008.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT R…
▲ 赚 +11.77%入场 10-08 盘前首笔 @106.88 → 离场 10-09 常规开盘 @119.81
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑CSL全面采用坐实需求,耗材复购持续,消息刚定价未抢跑
怎么买 限价买入 不高于昨收 +10%、2 个交易日内有效
怎么卖 止盈 +10%(半仓)/+16%(清仓) · 止损 -7% · 时间止损 7日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 HAE.US Haemonetics Corporation
5 个交易日均已收盘,数据完整 · 美股含盘前盘后(灰底:美东 04:00 至收盘后 4 小时)
- 发布 10-08 18:15 北京(美东 10-08 06:15)
- 抓取 10-08 18:15 北京(美东 10-08 06:15)
- 决策 10-08 18:18 北京(美东 10-08 06:18)
- 入场 10-08 18:21 北京(美东 10-08 06:21) · 盘前首笔 @106.88
- 离场 10-09 21:30 北京(美东 10-09 09:30) · 常规开盘 @119.81
时间轴只含交易时段(午休、隔夜已压缩);横轴为北京时间,悬停看当地时间;蓝虚线 = 纸面入场价;建仓日图红线在昨收上方、绿线在下方
成交明细 · 纸面
做多 HAE.US Haemonetics Corporation
| 收益状态 | +11.77% 已平仓 |
|---|---|
| 进场成交 | 2026-10-08 · 盘前首笔 · 10-08 18:21 北京 · @106.88 · 成交 0% |
| 离场成交 | 2026-10-09 · 常规开盘 · @119.81 |
| 毛收益 | +12.10% |
| 成本 | +0.33% |
| 净收益 | +11.77% |
| 计入收益 | +0.03% |
| 建仓日 | 2026-10-08 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-28 03:42
研究档案
结论摘要
CSL 把 Haemonetics 设备与耗材推广范围明确为全部美国血浆中心并给出2027年底时间表,装机后的耗材复购具有持续性;盘前上涨约9%反映初步重定价但成交量薄,以小仓限价参与,11月量化指引为主要催化。
🔎 新鲜度:最早出现 2026-10-08 · 扩散 low · price-in 风险 medium ↗
消息传播链
- 首次披露与 CSL 签署非独家美国供应协议,允许其使用 NexSys PCS 设备并采购耗材,当时未明确覆盖范围
- CSL 宣布预计2027年底前在全部现有美国血浆采集中心完成设备与耗材部署,公司暂不更新指引市场反应:盘前由101.71美元上涨至约111美元,涨幅约9.1%,成交量仅787股
- 2026-10-08 06:16 ET市场反应Futu 盘前报价非一手盘前买盘活跃但流动性极薄、买卖价差大,真实价格发现需待09:30连续竞价
关键理由
- 8月签约时仅为非独家、范围未定,本次 CSL 明确全部美国中心转换,是客户采用层面的需求验证,且耗材带来持续复购收入。
- 近5日股价下跌约3.4%、无消息泄露式抢跑,盘前上涨约9%属于消息后的实时重定价,此前未被充分定价。
主要风险
- 公司明确暂不上调2027财年指引,范围和时点仍可变化,若11月量化增量低于预期将回吐涨幅。
- 盘前成交量仅数百股、买卖盘价差大,开盘可能大幅高开后回落,限价不成交或追高风险并存。
反向证据
- 做多前查反向 · 来源 web · 影响 weakens
8-K 本身提示客户采用节奏、采购量与公司供货能力存在不确定性,公司暂不上调指引;未发现新增砍单、调查或业绩下修等独立利空
检索:Haemonetics guidance cut CSL rollout risk plasma demand weak 2026 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例不足直接导致仓位降为 small,并依赖限价与止损控制风险
方向:无可靠同机制对齐先例量化胜率;客户从框架协议升级为全面采用属于明确正向需求验证
涨幅量级:缺乏高相似先例校准幅度,因此仅以小仓、收紧追高上限和较宽时间窗口表达,不据名义规模重仓
形态:无法从先例判断见光死概率;但盘前上涨约9%且无量提示高开回落风险
工具执行结果 · 成功 3 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 19 ms
{"result": "search_processed_events:agent query=`csl plasma 所有美国血浆采集中心 部署 haemonetics 设备 2027 | hae csl 非独家供应协议 8月18日 | haemonetics csl plasma supply agreement nexsys pcs persona plus rollout`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事 - stock_quote 成功 stock_tools HTTP · 1,598 ms
{ - web_search 成功 doubao_search · 1,603 ms
豆包搜索结果(原始查询:Haemonetics CSL Plasma supply agreement NexSys PCS all US plasma centers rollout 2027;API SearchType:web)
原文全文
展开原文 · 6,039 字
----- hae-20261008.htm -----
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
October 8, 2026
HAEMONETICS CORPORATION
(Exact name of registrant as specified in its charter)
Massachusetts
001-14041
04-2882273
(State or other jurisdiction
of incorporation)
(Commission File Number)
(I.R.S. Employer
Identification No.)
125 Summer Street
Boston
,
MA
02110
(Address of principal executive offices, including zip code)
Registrant’s telephone number, including area code:
781
-
848-7100
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common stock, $.01 par value per share
HAE
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging Growth Company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 7.01 Regulation FD Disclosure
On August 18, 2026, Haemonetics Corporation (the “Company”) furnished a Current Report on Form 8-K disclosing its entry into a non-exclusive supply agreement with CSL Plasma Inc. (“CSL”), under which CSL may utilize the Company’s NexSys PCS
®
devices with Persona
®
PLUS technology and purchase related disposables in the United States. On October 8, 2026, CSL announced that it expects to complete the rollout of the Company’s devices and disposables under the supply agreement by the end of calendar year 2027, and CSL has informed the Company that it currently anticipates that the transition to the Company’s devices and disposables will occur at all of CSL’s current U.S. plasma collection centers. The scope and timing of the rollout remain subject to change consistent with the terms of the supply agreement, and the implementation details for the rollout are still to be determined by CSL and the Company. Accordingly, the Company is not updating its previously issued fiscal 2027 guidance at this time. The Company expects to provide an update regarding the anticipated impact of the supply agreement on its fiscal 2027 financial results in connection with its second fiscal quarter earnings call in November 2026
.
The foregoing information in this Item 7.01 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, regardless of any general incorporation language in such filing.
Cautionary Note Regarding Forward-Looking Statements
This Current Report on Form 8-K contains forward-looking statements about the Company’s non-exclusive supply agreement with CSL, including, but not limited to, statements related to the expected utilization of Company products at CSL centers, the scope and timing of the rollout, and the Company’s anticipated timing for updates relating to the impact of the agreement on the Company’s fiscal 2027 financial results. Such forward-looking statements are not meant to predict or guarantee actual results, performance, events or circumstances and may not be realized because they are based upon the Company’s current projections, plans, objectives, beliefs, expectations, estimates and assumptions and are subject to a number of risks and uncertainties and other influences. Actual results and the timing of certain events and circumstances may differ materially from those described by the forward-looking statements as a result of these risks and uncertainties, which include, without limitation, customer demand and adoption of the Company’s products; the timing and volume of any purchases by CSL under the agreement; changes to CSL’s transition plans to the Company’s devices and disposables; the Company’s ability to timely manufacture and supply its products consistent with CSL’s anticipated rollout; and other factors described in the Company’s filings with the Securities and Exchange Commission. Investors should consult the Company’s filings with the Securities and Exchange Commission (including the Company’s reports on Forms 10-K, 10-Q and 8-K) for information about additional risks and uncertainties that could cause the Company’s actual results to differ materially from those described in this Current Report on Form 8-K. The Company undertakes no duty or obligation to update any forward-looking statements contained in this Current Report on Form 8-K as a result of new information, future events or changes in its expectations.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
HAEMONETICS CORPORATION
October 8, 2026
By:
/s/ Christopher A. Simon
Name:
Christopher A. Simon
Title:
President and Chief Executive Officer
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
October 8, 2026
HAEMONETICS CORPORATION
(Exact name of registrant as specified in its charter)
Massachusetts
001-14041
04-2882273
(State or other jurisdiction
of incorporation)
(Commission File Number)
(I.R.S. Employer
Identification No.)
125 Summer Street
Boston
,
MA
02110
(Address of principal executive offices, including zip code)
Registrant’s telephone number, including area code:
781
-
848-7100
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common stock, $.01 par value per share
HAE
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging Growth Company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 7.01 Regulation FD Disclosure
On August 18, 2026, Haemonetics Corporation (the “Company”) furnished a Current Report on Form 8-K disclosing its entry into a non-exclusive supply agreement with CSL Plasma Inc. (“CSL”), under which CSL may utilize the Company’s NexSys PCS
®
devices with Persona
®
PLUS technology and purchase related disposables in the United States. On October 8, 2026, CSL announced that it expects to complete the rollout of the Company’s devices and disposables under the supply agreement by the end of calendar year 2027, and CSL has informed the Company that it currently anticipates that the transition to the Company’s devices and disposables will occur at all of CSL’s current U.S. plasma collection centers. The scope and timing of the rollout remain subject to change consistent with the terms of the supply agreement, and the implementation details for the rollout are still to be determined by CSL and the Company. Accordingly, the Company is not updating its previously issued fiscal 2027 guidance at this time. The Company expects to provide an update regarding the anticipated impact of the supply agreement on its fiscal 2027 financial results in connection with its second fiscal quarter earnings call in November 2026
.
The foregoing information in this Item 7.01 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, regardless of any general incorporation language in such filing.
Cautionary Note Regarding Forward-Looking Statements
This Current Report on Form 8-K contains forward-looking statements about the Company’s non-exclusive supply agreement with CSL, including, but not limited to, statements related to the expected utilization of Company products at CSL centers, the scope and timing of the rollout, and the Company’s anticipated timing for updates relating to the impact of the agreement on the Company’s fiscal 2027 financial results. Such forward-looking statements are not meant to predict or guarantee actual results, performance, events or circumstances and may not be realized because they are based upon the Company’s current projections, plans, objectives, beliefs, expectations, estimates and assumptions and are subject to a number of risks and uncertainties and other influences. Actual results and the timing of certain events and circumstances may differ materially from those described by the forward-looking statements as a result of these risks and uncertainties, which include, without limitation, customer demand and adoption of the Company’s products; the timing and volume of any purchases by CSL under the agreement; changes to CSL’s transition plans to the Company’s devices and disposables; the Company’s ability to timely manufacture and supply its products consistent with CSL’s anticipated rollout; and other factors described in the Company’s filings with the Securities and Exchange Commission. Investors should consult the Company’s filings with the Securities and Exchange Commission (including the Company’s reports on Forms 10-K, 10-Q and 8-K) for information about additional risks and uncertainties that could cause the Company’s actual results to differ materially from those described in this Current Report on Form 8-K. The Company undertakes no duty or obligation to update any forward-looking statements contained in this Current Report on Form 8-K as a result of new information, future events or changes in its expectations.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
HAEMONETICS CORPORATION
October 8, 2026
By:
/s/ Christopher A. Simon
Name:
Christopher A. Simon
Title:
President and Chief Executive Officer
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