MAYAIR(SH:688376) Xin Lang Cai Jing·2025-08-04 08:10Core Viewpoint - The article highlights the significant performance and market position of Meiye (China) Environmental Technology Co., Ltd., particularly in the air purification and environmental governance sectors, emphasizing its role in the semiconductor industry and its recent stock performance. Company Overview - Meiye (China) Environmental Technology Co., Ltd. specializes in the research, production, and sales of air purification products and atmospheric environmental governance products, with a primary revenue composition of 88.04% from fan filter units and filter products [7] - The company was established on June 21, 2001, and went public on November 18, 2022, becoming a leading domestic enterprise in cleanroom equipment for the semiconductor industry [7] Market Performance - On August 4, the company's stock rose by 11.41%, with a trading volume of 208 million yuan and a turnover rate of 8.75%, bringing the total market capitalization to 6.498 billion yuan [1] - The stock has shown a net inflow of 17.6561 million yuan today, ranking first in its industry, although the main trend remains unclear [4] Product and Technology - The company 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][3] - Meiye has been a long-term supplier to SMIC, providing essential products to ensure the cleanliness required for advanced semiconductor manufacturing processes [2] Financial Performance - For the first quarter of 2025, Meiye reported a revenue of 317 million yuan, representing a year-on-year growth of 16.02%, and a net profit attributable to shareholders of 41.9211 million yuan, up 18.45% year-on-year [8] - The company has distributed a total of 80.64 million yuan in dividends since its A-share listing [9] Shareholder Information - As of March 31, 2025, the number of shareholders decreased by 8.49% to 4,335, with an average of 11,761 circulating shares per person, an increase of 9.27% [8] - Notable institutional shareholders include E Fund Kexin Mixed Fund, which holds 1.8073 million shares, having decreased its holdings by 204,100 shares [9]