Core Viewpoint - Meiyai Technology has shown a positive market performance with a 2.34% increase in stock price, reaching a total market capitalization of 5.985 billion yuan [1] Group 1: Company Overview - Meiyai Technology specializes in the research, production, and sales of air purification products and atmospheric environmental governance products, with a primary focus on fan filter units, filter products, 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 leading domestic enterprise in cleanroom equipment for the electronics semiconductor industry [3] Group 2: Product and Market Position - Meiyai Technology has developed the first domestic 28nm lithography equipment and provides high-efficiency air purification products that meet international cleanliness standards, positioning itself competitively against international brands [2] - The company has long-term supply agreements with SMIC, providing essential air purification products for their advanced production lines, including 14nm and 28nm processes [2][3] Group 3: Financial Performance - For the first half of 2025, Meiyai Technology reported a revenue of 935 million yuan, reflecting a year-on-year growth of 23.51%, and a net profit attributable to shareholders of 98.019 million yuan, which is a 5.53% increase compared to the previous year [8][9] - The company has distributed a total of 80.64 million yuan in dividends since its A-share listing [9] Group 4: Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 1.38% to 4,275, while the average circulating shares per person increased by 1.40% to 11,926 shares [7] - The stock has seen a slight net inflow of 2.4793 million yuan today, with a relatively dispersed shareholding structure and no significant trends in major shareholder activity [4][5]

证券代码：688376 证券简称：美埃科技 公告编号：2025-042 美埃（中国）环境科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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、准确性和完整性承担法律责任。 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 10 月 31 日（星期五）15:00-16:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 （二）会议召开地点：上证路演中心 （三）会议召开方式：上证路演中心网络互动 重要内容提示： 会议召开时间：2025 年 10 月 31 日（星期五）15:00-16:00 投资者可于 2025 年 10 月 24 日（星期五）至 10 月 30 日（星期四）16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 ir@mayair.com.cn 进行 ...

Market Overview - The environmental equipment sector rose by 0.64% on October 22, with ST Xianhe leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - ST Xianhe (300137) closed at 8.02, up 4.43% with a trading volume of 138,100 shares and a turnover of 110 million yuan [1] - Yutong (600817) closed at 11.76, up 2.89% with a trading volume of 83,400 shares [1] - Jiuwu High-Tech (300631) closed at 31.67, up 2.39% with a trading volume of 166,000 shares [1] - Other notable performers include Falunsheng (000890) up 1.65% and Chulin Technology (001336) up 1.48% [1] Fund Flow Analysis - The environmental equipment sector experienced a net outflow of 22.79 million yuan from institutional investors, while retail investors saw a net outflow of 17.78 million yuan [2] - Conversely, speculative funds recorded a net inflow of 40.58 million yuan [2] Individual Stock Fund Flow - Huahong Technology (002645) had a net inflow of 17.58 million yuan from institutional investors, while retail investors faced a net outflow of 38.68 million yuan [3] - Zhitong Heavy Industry (600817) saw a net inflow of 11.17 million yuan from institutional investors, with retail investors also experiencing a net outflow [3] - Longyuan Technology (300105) had a net inflow of 7.25 million yuan from institutional investors, while retail investors faced a net outflow of 3.56 million yuan [3]

Core Viewpoint - The company, Meai (China) Environmental Technology Co., Ltd., is positioned as a leading player in the domestic semiconductor cleanroom equipment market, focusing on air purification products and environmental governance solutions [2][3]. Company Overview - Meai 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 awarded the national-level "specialized and innovative" title of "little giant" at the end of 2021, solidifying its status as a leader in the domestic electronic semiconductor cleanroom equipment sector [3]. Financial Performance - For the first half of 2025, Meai achieved operating revenue of 935 million yuan, representing a year-on-year growth of 23.51%, and a net profit attributable to shareholders of 98.02 million yuan, which is a 5.53% increase 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 - Meai has developed the first domestic 28nm lithography equipment and provides essential air purification products to major semiconductor manufacturers, including Intel and ST Microelectronics, positioning itself competitively against international brands [2][3]. - The company has long-term supply agreements with SMIC, providing various filtration products to meet the stringent air cleanliness requirements of advanced semiconductor manufacturing processes [2][3]. Stock Performance - As of October 21, the stock price of Meai increased by 1.53%, with a trading volume of 73.52 million yuan and a market capitalization of 5.985 billion yuan [1]. - The average trading cost of the stock is 50.52 yuan, with recent trading activity indicating a potential shift in investor sentiment as the stock approaches a resistance level of 45.00 yuan [5][6].

Core Viewpoint - The signing of the cooperation framework agreement between the company and Roche Diagnostics is a strategic move to enhance brand recognition and expand market share in the diagnostic reagent field [1] Group 1: Cooperation Agreement - The cooperation framework agreement is a non-binding statement of intent between the company and Roche Diagnostics [1] - The agreement does not impose legal obligations or grounds for liability for breach of contract [1] Group 2: Strategic Importance - The signing of the agreement is an important step in implementing the company's long-term development strategy [1] - Collaboration with Roche Diagnostics is expected to positively impact the company's development by enhancing brand recognition in the local market [1] Group 3: Market Expansion - The partnership aims to further expand the company's market share in the diagnostic reagent sector [1] - The collaboration will facilitate mutual learning and communication, leading to improved product quality and services for customers [1]

Core Viewpoint - The company announced the cancellation of a portion of unvested restricted stock due to the departure of one incentive recipient, resulting in a total of 16,766 shares being voided, which will not significantly impact the company's operations or the stability of its management team [5][6][7]. Group 1: Restricted Stock Incentive Plan - The company approved the restricted stock incentive plan on August 26, 2024, with a total of 4.032 million shares to be granted, representing 3% of the company's total share capital at the time [21][24]. - The first grant of 3.2256 million shares accounted for 80% of the total incentive plan, with a grant price of 15.40 yuan per share [21][34]. - The plan includes performance assessment criteria, with the company-level vesting ratio set at 80% and individual assessments determining the final vesting amounts [6][31]. Group 2: Cancellation of Restricted Stock - The cancellation of 1,676.6 shares was due to one incentive recipient's departure and the failure to meet performance criteria for some individuals [5][6][31]. - The total number of incentive recipients was adjusted from 14 to 13 following the cancellation [5][6]. - The company confirmed that the cancellation would not affect the ongoing implementation of the incentive plan or the stability of its technical and management teams [7][40]. Group 3: Legal and Compliance - The legal opinion from Shanghai Junlan Law Firm confirmed that the cancellation and vesting processes complied with relevant regulations and internal governance [8][40]. - The company has fulfilled its disclosure obligations regarding the incentive plan and will continue to adhere to regulatory requirements [8][40].

证券日报网讯 10月20日晚间，美埃科技发布公告称，公司于2025年10月20日召开的第二届董事会第二 十四次会议审议通过了《关于作废部分已授予尚未归属的限制性股票的议案》。 （文章来源：证券日报） ...

证券代码：688376 证券简称：美埃科技 公告编号：2025-039 美埃（中国）环境科技股份有限公司 关于作废部分已授予尚未归属的限制性股票的公告 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。 美埃（中国）环境科技股份有限公司（以下简称"公司"）于 2025 年 10 月 20 日召开的第二届董事会第二十四次会议审议通过了《关于作废部分已授予尚 未归属的限制性股票的议案》，现将相关事项公告如下： 一、本次限制性股票激励计划已履行的决策程序和信息披露情况 1、2024 年 8 月 26 日，公司第二届董事会薪酬与考核委员会第二次会议审议 通过了《关于公司<2024 年限制性股票激励计划（草案）>及其摘要的议案》及 《关于公司<2024 年限制性股票激励计划实施考核管理办法>的议案》。 同日，公司召开第二届董事会第十三次会议，会议审议通过了《关于公司 <2024 年限制性股票激励计划（草案）>及其摘要的议案》《关于公司<2024 年 限制性股票激励计划实施考核管理办法>的议案》《关于提请股东大会授权董事 会办理公司 202 ...

证券代码：688376 证券简称：美埃科技 公告编号：2025-040 美埃（中国）环境科技股份有限公司 2024 年限制性股票激励计划第一次预留授予部分 第一个归属期符合归属条件的公告 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。 重要内容提示： 一、本次股权激励计划批准及实施情况 （一）本次股权激励计划方案及履行的程序 本次拟归属的限制性股票数量：2.5894 万股 归属股票来源：公司向激励对象定向发行公司 A 股普通股股票 | 首次授予的限制性股票 | 自首次授予之日起 | 个月后的首个交易日至首 12 | 34.00% | | --- | --- | --- | --- | | 第一个归属期 | 次授予之日起 24 | 个月内的最后一个交易日止 | | | 首次授予的限制性股票 | 自首次授予之日起 | 个月后的首个交易日至首 24 | 33.00% | | 第二个归属期 | 次授予之日起 36 | 个月内的最后一个交易日止 | | | 首次授予的限制性股票 | 自首次授予之日起 | 个月后的首个交易日至首 36 ...

上海君澜律师事务所 关于 美埃（中国）环境科技股份有限公司 2024 年限制性股票激励计划 作废部分限制性股票及归属条件成就 之 法律意见书 二〇二五年十月 上海君澜律师事务所 法律意见书 上海君澜律师事务所 关于美埃（中国）环境科技股份有限公司 2024 年限制性股票激励计划 作废部分限制性股票及归属条件成就之 法律意见书 致：美埃（中国）环境科技股份有限公司 对本法律意见书，本所律师声明如下： （一）本所律师依据《中华人民共和国证券法》《律师事务所从事证券法 律业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定及 本法律意见书出具日以前已经发生或者存在的事实，严格履行了法定职责，遵 循了勤勉尽责和诚实信用原则，进行了充分的核查验证，保证本法律意见所认 定的事实真实、准确、完整，所发表的结论性意见合法、准确，不存在虚假记 载、误导性陈述或者重大遗漏，并承担相应法律责任。 （二）本所已得到美埃科技如下保证：美埃科技向本所律师提供了为出具 本法律意见书所必需的全部文件，所有文件真实、完整、合法、有效，所有文 件的副本或复印件均与正本或原件相符，所有文件上的签名、印章均为真实； 且一切足以影响本所律 ...