MAYAIR(SH:688376) Xin Lang Cai Jing·2025-08-20 09:04Core Viewpoint - The company Meiyai (China) Environmental Technology Co., Ltd. is a leading player in the air purification and environmental governance sector, focusing on the development, production, and sales of air purification products and related technologies, particularly in the semiconductor industry [3][7]. Group 1: Company Overview - Meiyai specializes in air purification products, including fan filter units, filters, and air purification equipment, with a revenue composition of 88.04% from fan filter units and filters [7]. - The company was recognized as a national-level "specialized, refined, and innovative" small giant by the end of 2021, establishing itself as a leader in cleanroom equipment for the semiconductor industry [3]. - As of March 31, 2025, Meiyai reported a revenue of 317 million yuan, representing a year-on-year growth of 16.02%, and a net profit of 41.92 million yuan, up 18.45% year-on-year [8][9]. Group 2: Market Position and Products - Meiyai has developed the first domestic 28nm lithography equipment and provides high-efficiency air purification products to major international semiconductor manufacturers like Intel and ST Microelectronics, positioning itself competitively against international brands [2][3]. - The company has long-term supply agreements with SMIC, providing essential air purification products to meet stringent cleanliness standards for advanced semiconductor manufacturing processes [2][3]. Group 3: Financial and Trading Insights - On August 20, the company's stock price fell by 1.01%, with a trading volume of 73.71 million yuan and a market capitalization of 6.705 billion yuan [1]. - The average trading cost of the stock is 45.01 yuan, with the current price near a support level of 48.79 yuan, indicating potential volatility in the near term [6].