中芯国际概念+光刻机+芯片概念+PM2.5 1、据招股说明书：公司长期为中芯国际供应 FFU、高效/超高效过滤器、化学过滤器等产品，用于保障 中芯国际系的历代产品线（包括中芯国际最先进的 14nm和 28nm 制程）对空气洁净度的要求。 2、公司上市保荐书：公司为上海微电子装备（集团）股份有限公司开发国内首台 28 纳米光刻设备工艺 制程所需的机台内国际最高洁净等级标准（ISO Class 1 级）洁净环境提供 EFU （超薄型设备端自带风 机过滤机组）及 ULPA（超高效过滤器）等产品，亦已验收合格，助力国内光刻机事业突破卡脖子技术 难题。此外，在海外市场，公司系Intel、 ST Microelectronics 等国际半导体厂商的合格供应商，为其提 供空气净化产品。公司在前述产品核心技术指标、客户信赖度等方面，可与国际品牌平行竞争，处于国 内品牌领先的地位。 3、美埃(中国)环境科技股份有限公司主营业务系空气净化产品、大气环境治理产品的研发、生产及销 售。公司主要产品是风机过滤单元、过滤器产品、空气净化设备。2021年底，公司获国家级专精特 新"小巨人"称号，成为国内电子半导体洁净室设备龙头企业。 4、 ...

Core Viewpoint - The company Meiyai (China) Environmental Technology Co., Ltd. is a leading player in the air purification and atmospheric environment governance sector, with a focus on providing high-efficiency air filtration products for the semiconductor industry, particularly for clients like SMIC and Intel [2][3]. Company Overview - Meiyai specializes in the research, production, and sales of air purification products and atmospheric environment governance products, with its main offerings including fan filter units, filters, and air purification equipment [3][7]. - The company was recognized as a national-level "specialized and innovative" small giant by the end of 2021, establishing itself as a leader in cleanroom equipment for the electronics semiconductor sector [3]. Financial Performance - For the period from January to September 2025, Meiyai achieved a revenue of 1.486 billion yuan, reflecting a year-on-year growth of 23.64%, while the net profit attributable to shareholders was 141 million yuan, showing a decrease of 5.17% compared to the previous year [7][8]. - The company has distributed a total of 80.64 million yuan in dividends since its A-share listing [9]. Market Position and Shareholder Information - As of September 30, 2025, Meiyai had 5,817 shareholders, an increase of 36.07% from the previous period, with an average of 8,764 circulating shares per person, a decrease of 26.51% [7]. - The top ten circulating shareholders include notable funds, with Huaxia Value Selection Mixed Fund being the sixth largest shareholder, holding 1.0058 million shares, a reduction of 136,100 shares from the previous period [9].

Core Viewpoint - The company Meiyai (China) Environmental Technology Co., Ltd. specializes in air purification products and has established itself as a leader in the domestic semiconductor cleanroom equipment market, with significant growth in revenue despite a slight decline in net profit. Company Overview - Meiyai was founded on June 21, 2001, and went public on November 18, 2022. The company is located in Nanjing, Jiangsu Province, and focuses on the research, production, and sales of air purification and atmospheric environment governance products [7]. - The main revenue source for Meiyai comes from cleanroom air filtration and clean wall ceiling system products, accounting for 90.18% of total revenue, while other products contribute 9.82% [7]. Financial Performance - For the period from January to September 2025, Meiyai achieved a revenue of 1.486 billion yuan, representing a year-on-year growth of 23.64%. However, the net profit attributable to shareholders was 141 million yuan, reflecting a year-on-year decrease of 5.17% [7][8]. - The company has distributed a total of 80.64 million yuan in dividends since its A-share listing [9]. Market Position and Products - Meiyai has been a long-term supplier to SMIC, providing high-efficiency filters and other products essential for maintaining air cleanliness in semiconductor manufacturing [2]. - The company has developed products that meet the highest international cleanliness standards (ISO Class 1) for the domestic 28nm lithography equipment process, contributing to breakthroughs in critical technology for the domestic semiconductor industry [2]. - Meiyai's air purification devices are effective in removing PM2.5, bacteria, and harmful gases such as formaldehyde and VOCs [3]. Shareholder and Market Activity - As of September 30, 2025, Meiyai had 5,817 shareholders, an increase of 36.07% from the previous period, with an average of 8,764 circulating shares per person, a decrease of 26.51% [7]. - The stock has seen a net outflow of 5.4289 million yuan today, with a lack of clear trends in major shareholder activity [4][5].

Core Viewpoint - The company Meiyai (China) Environmental Technology Co., Ltd. is experiencing significant market activity, with a recent stock price increase and notable trading volume, indicating investor interest in its air purification and environmental governance products. Company Overview - Meiyai specializes in the research, production, and sales of air purification products and atmospheric environmental governance products, with its main products including fan filter units, filters, and air purification equipment [3][7]. - The company was recognized as a national-level "specialized and innovative" small giant by the end of 2021, establishing itself as a leading domestic enterprise in cleanroom equipment for the semiconductor industry [3][7]. Financial Performance - For the period from January to September 2025, Meiyai achieved a revenue of 1.486 billion yuan, representing a year-on-year growth of 23.64%, while the net profit attributable to the parent company was 141 million yuan, showing a decrease of 5.17% compared to the previous year [7][8]. - The company has distributed a total of 80.64 million yuan in dividends since its A-share listing [9]. Market Position and Supply Chain - Meiyai has been a long-term supplier to SMIC, providing essential products such as FFUs and high-efficiency filters to meet the air cleanliness requirements for advanced semiconductor manufacturing processes [2]. - The company has also developed the first domestic 28nm lithography equipment, contributing to overcoming critical technology challenges in the domestic lithography machine sector [2]. Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Meiyai was 5,817, an increase of 36.07% from the previous period, while the average circulating shares per person decreased by 26.51% [7]. - Notable institutional shareholders include Huaxia Value Selection Mixed Fund and Green High Dividend Preferred Mixed Fund, with some changes in holdings observed [9].

Core Viewpoint - The company Meiyai (China) Environmental Technology Co., Ltd. is a leading player in the air purification and atmospheric environment governance sector, with a focus on semiconductor cleanroom equipment and air purification products. Group 1: Company Overview - Meiyai specializes in the research, production, and sales of air purification products and atmospheric environment governance products, with its main products including fan filter units, filters, and air purification equipment [3][7]. - The company was awarded the national-level "specialized and innovative" title of "little giant" at the end of 2021, establishing itself as a leader in the domestic semiconductor cleanroom equipment market [3][7]. - As of September 30, 2025, Meiyai achieved a revenue of 1.486 billion yuan, representing a year-on-year growth of 23.64%, while the net profit attributable to the parent company was 141 million yuan, a decrease of 5.17% year-on-year [7][8]. Group 2: Market Position and Products - The company has been a long-term supplier of FFU, high-efficiency/ultra-high-efficiency filters, and chemical filters to SMIC, ensuring the air cleanliness requirements for SMIC's advanced product lines, including the 14nm and 28nm processes [2]. - Meiyai has developed the first domestic 28nm lithography equipment process, providing the necessary clean environment with the highest international cleanliness standards (ISO Class 1) [2]. - The company's air purification devices are capable of efficiently removing PM2.5 and microorganisms, as well as effectively decomposing formaldehyde and VOCs [3]. Group 3: Financial and Stock Performance - On February 3, the stock price of Meiyai increased by 5.06%, with a trading volume of 266 million yuan and a turnover rate of 3.00%, bringing the total market capitalization to 8.906 billion yuan [1]. - The average trading cost of the stock is 64.60 yuan, with recent rapid outflows of shares, suggesting a potential need for portfolio adjustment [6]. - The stock is approaching a resistance level of 67.70 yuan, indicating a cautionary stance against potential pullbacks unless this level is broken [6].

证券之星消息，2月2日环保设备板块较上一交易日下跌2.91%，美埃科技领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。环保设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603126 | 中材节能 | 7.72 | 5.03% | 41.07万 | | 3.15亿 | | 001336 | 楚环科技 | 27.20 | 1.57% | 3.45万 | | 9425.57万 | | 603324 | 盛剑科技 | 26.33 | 0.46% | 3.44万 | | 9262.75万 | | 688671 | 碧兴物联 | 23.89 | 0.04% | 1.14万 | | 2763.48万 | | 300105 | 龙源技术 | 7.31 | -0.27% | 10.88万 | | 8052.07万 | | 600526 | 菲达环保 | 5.66 | -0.53% | 20.39万 | | 1.1 ...

Market Overview - On January 30, the environmental equipment sector rose by 0.09% compared to the previous trading day, with Hengyu Environmental leading the gains [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Hengying Environmental (688309) closed at 31.60, up 12.06% with a trading volume of 58,100 shares and a transaction value of 175 million yuan [1] - Other notable performers included Meiyu Technology (688376) with a closing price of 69.02, up 2.77%, and Lihua Technology (300800) at 12.69, up 2.59% [1] - The table of stock performance shows various companies in the environmental equipment sector with their respective closing prices, percentage changes, trading volumes, and transaction values [1] Capital Flow - The environmental equipment sector experienced a net outflow of 124 million yuan from institutional investors, while retail investors saw a net inflow of 151 million yuan [2] - The capital flow table indicates the net inflow and outflow for various stocks within the sector, highlighting the dynamics between institutional and retail investors [2][3] Individual Stock Analysis - Yinfeng Environment (000967) had a net inflow of 28.08 million yuan from institutional investors, while Hengying Environmental (688309) saw a net inflow of 18.60 million yuan [3] - Conversely, Huahong Technology (002645) faced a significant decline of 10.00%, with a trading volume of 323,900 shares and a transaction value of 507 million yuan [2][3]

Market Overview - The environmental equipment sector experienced a decline of 1.59% on January 29, with Meiyetech leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers in the environmental equipment sector included: - Yutong Bus (600817) with a closing price of 12.63, up 7.40% [1] - Huahong Technology (002645) with a closing price of 17.30, up 4.28% [1] - Yanpai Co., Ltd. (301081) with a closing price of 11.81, up 2.70% [1] - Major decliners included: - Meiyetech (688376) with a closing price of 67.16, down 9.24% [2] - Xianhe Environmental (300137) with a closing price of 10.38, down 4.42% [2] - Qinda Environmental (688501) with a closing price of 27.00, down 3.88% [2] Capital Flow - The environmental equipment sector saw a net outflow of 114 million yuan from institutional investors, while retail investors experienced a net inflow of 60.96 million yuan [2] - Specific stock capital flows included: - Huahong Technology (002645) had a net inflow of 69.43 million yuan from institutional investors [3] - Xianhe Environmental (300137) had a net inflow of 20.90 million yuan from institutional investors [3] - Meiyetech (688376) had a significant net outflow of 36.3 million yuan from institutional investors [3]

Market Performance - The environmental equipment sector increased by 0.08% on January 27, with Qingda Environmental leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up by 0.18%, while the Shenzhen Component Index closed at 14329.91, up by 0.09% [1] Individual Stock Performance - Qingda Environmental (688501) closed at 29.83, with a rise of 3.61% and a trading volume of 64,500 shares, amounting to a transaction value of 188 million yuan [1] - Xianhe Environmental (300137) rose by 3.28% to close at 10.71, with a trading volume of 211,400 shares and a transaction value of 225 million yuan [1] - Other notable performers include Meai Technology (688376) with a 1.96% increase, Chuangyuan Technology (000551) up by 1.84%, and Shengjian Technology (603324) up by 1.78% [1] Fund Flow Analysis - The environmental equipment sector experienced a net outflow of 70.48 million yuan from institutional investors, while retail investors saw a net inflow of 53.75 million yuan [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Detailed Fund Flow for Selected Stocks - Huahong Technology (002645) had a significant net outflow of 27.41 million yuan from institutional investors, while retail investors contributed a net inflow of 2.48 million yuan [3] - Meai Technology (688376) saw a net inflow of 22.98 million yuan from institutional investors, but a net outflow of 36.77 million yuan from retail investors [3] - Qingda Environmental (688501) had a net inflow of 12.20 million yuan from institutional investors, with retail investors withdrawing 13.69 million yuan [3]

Group 1 - On January 26, Meiye Technology's stock fell by 3.38%, with a trading volume of 241 million yuan [1] - The financing data shows that on the same day, Meiye Technology had a financing purchase amount of 33.22 million yuan and a financing repayment of 39.55 million yuan, resulting in a net financing outflow of 6.33 million yuan [1] - As of January 26, the total balance of margin trading for Meiye Technology was 166.7 million yuan, which accounts for 1.72% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 30, Meiye Technology had 5,817 shareholders, an increase of 36.07% from the previous period, while the average circulating shares per person decreased by 26.51% to 8,764 shares [2] - For the period from January to September 2025, Meiye Technology achieved an operating income of 1.486 billion yuan, representing a year-on-year growth of 23.64%, while the net profit attributable to shareholders decreased by 5.17% to 141 million yuan [2] - Since its A-share listing, Meiye Technology has distributed a total of 80.64 million yuan in dividends [2]