美埃科技涨5.99%,成交额2.16亿元,后市是否有机会?

Core Viewpoint - The company Meiyai (China) Environmental Technology Co., Ltd. is experiencing significant market activity, with a recent stock price increase and notable trading volume, indicating investor interest in its air purification and environmental governance products. 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][7]. - The company was recognized as a national-level "specialized and innovative" small giant by the end of 2021, establishing itself as a leading domestic enterprise in cleanroom equipment for the semiconductor industry [3][7]. Financial Performance - For the period from January to September 2025, Meiyai achieved a revenue of 1.486 billion yuan, representing a year-on-year growth of 23.64%, while the net profit attributable to the parent company was 141 million yuan, showing a decrease of 5.17% 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 - Meiyai has been a long-term supplier to SMIC, providing essential products such as FFUs and high-efficiency filters to meet the air cleanliness requirements for advanced semiconductor manufacturing processes [2]. - The company has also developed the first domestic 28nm lithography equipment, contributing to overcoming critical technology challenges in the domestic lithography machine sector [2]. Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Meiyai was 5,817, an increase of 36.07% from the previous period, while the average circulating shares per person decreased by 26.51% [7]. - Notable institutional shareholders include Huaxia Value Selection Mixed Fund and Green High Dividend Preferred Mixed Fund, with some changes in holdings observed [9].

MAYAIR-美埃科技涨5.99%,成交额2.16亿元,后市是否有机会? - Reportify