MAYAIR(SH:688376) Xin Lang Cai Jing·2025-12-11 08:23Core Viewpoint - The company Meiyai (China) Environmental Technology Co., Ltd. is experiencing growth in its stock performance and is positioned as a leader in the domestic semiconductor cleanroom equipment market, particularly in air purification products and environmental governance solutions [1][3]. 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]. - 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 the cleanroom equipment sector for electronics and semiconductors [3]. - As of September 30, 2025, Meiyai achieved operating revenue 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 [7][8]. Market Position and Products - The company has developed the first domestic 28nm lithography equipment and provides products that meet the highest international cleanliness standards (ISO Class 1) for cleanroom environments, aiding in overcoming critical technology challenges in the domestic lithography machine industry [2]. - Meiyai has been a long-term supplier to SMIC, providing essential air purification products that meet the cleanliness requirements for advanced semiconductor manufacturing processes, including 14nm and 28nm nodes [2]. Financial and Stock Performance - On December 11, the stock price of Meiyai increased by 2.20%, with a trading volume of 87.9379 million yuan and a market capitalization of 6.531 billion yuan [1]. - The average trading cost of the stock is 47.53 yuan, with the stock currently near a resistance level of 48.40 yuan, indicating potential for upward movement if this level is surpassed [6]. Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders increased to 5,817, with an average of 8,764 circulating shares per person, reflecting a decrease of 26.51% from the previous period [7]. - Notable institutional shareholders include Huaxia Value Selection Mixed Fund and Green High Dividend Preferred Mixed Fund, with changes in their holdings indicating active management of positions [9].