MAYAIR(SH:688376) Xin Lang Cai Jing·2025-12-23 08:11Core Viewpoint - The stock of Meiyai Technology surged, with a trading volume of 581 million yuan and a market capitalization of 8.682 billion yuan, indicating strong investor interest and confidence in the company's growth potential [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, filters, and air purification equipment [3]. - The company was recognized as a national-level "specialized and innovative" small giant at the end of 2021, establishing itself as a leading domestic enterprise in cleanroom equipment for the semiconductor industry [3]. Business Relationships - Meiyai Technology has developed the first domestic 28nm lithography equipment for Shanghai Microelectronics, providing essential cleanroom products that meet international cleanliness standards [2]. - The company has been a long-term supplier to SMIC, providing various air purification products that ensure the cleanliness required for advanced semiconductor manufacturing processes [2]. Financial Performance - For the period from January to September 2025, Meiyai Technology achieved a 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]. - The company has distributed a total of 80.64 million yuan in dividends since its A-share listing [9]. Market Activity - The stock has seen a net inflow of 81.69 million yuan from major investors today, with a significant increase in institutional holdings over the past two days [4][5]. - The average trading cost of the stock is 50.01 yuan, with the current price approaching a resistance level of 64.20 yuan, indicating potential for upward movement if this level is surpassed [6].