来源：新浪证券-红岸工作室 9月19日，美埃科技涨1.97%，成交额2.38亿元，换手率8.25%，总市值74.30亿元。 异动分析 光刻机+中芯国际概念+芯片概念+PM2.5 1、公司上市保荐书：公司为上海微电子装备（集团）股份有限公司开发国内首台 28 纳米光刻设备工艺 制程所需的机台内国际最高洁净等级标准（ISO Class 1 级）洁净环境提供 EFU （超薄型设备端自带风 机过滤机组）及 ULPA（超高效过滤器）等产品，亦已验收合格，助力国内光刻机事业突破卡脖子技术 难题。此外，在海外市场，公司系Intel、 ST Microelectronics 等国际半导体厂商的合格供应商，为其提 供空气净化产品。公司在前述产品核心技术指标、客户信赖度等方面，可与国际品牌平行竞争，处于国 内品牌领先的地位。 2、据招股说明书：公司长期为中芯国际供应 FFU、高效/超高效过滤器、化学过滤器等产品，用于保障 中芯国际系的历代产品线（包括中芯国际最先进的 14nm和 28nm 制程）对空气洁净度的要求。 3、美埃(中国)环境科技股份有限公司主营业务系空气净化产品、大气环境治理产品的研发、生产及销 售。公司主要产品是风 ...

Core Viewpoint - The company Meai (China) Environmental Technology Co., Ltd. is experiencing a decline in stock price and trading volume, while also being recognized as a leader in the domestic semiconductor cleanroom equipment market [1][3]. Company Overview - Meai specializes in the research, production, and sales of air purification products and atmospheric environmental governance products, with a primary revenue source from cleanroom air filtration and clean wall ceiling system products, accounting for 90.18% of total revenue [3][7]. - The company was awarded the national-level "specialized, refined, and innovative" title of "little giant" at the end of 2021, solidifying its position as a leading domestic enterprise in the semiconductor cleanroom equipment sector [3][7]. Financial Performance - For the first half of 2025, Meai achieved operating revenue of 935 million yuan, representing a year-on-year growth of 23.51%, and a net profit attributable to shareholders of 98.02 million yuan, with a year-on-year increase of 5.53% [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 - Meai is a qualified supplier for international semiconductor manufacturers such as Intel and ST Microelectronics, providing air purification products that meet the highest international cleanliness standards [2][3]. - The company has long-term supply agreements with SMIC, supplying various filtration products essential for maintaining air cleanliness in advanced semiconductor manufacturing processes [2][3]. Stock Market Activity - On September 4, the stock price of Meai fell by 6.85%, with a trading volume of 240 million yuan and a turnover rate of 9.78%, leading to a total market capitalization of 6.156 billion yuan [1]. - The stock has shown a lack of clear trends in major capital inflows, with a net outflow of 36.39 million yuan on the day of the report [4][5].

Core Viewpoint - The legal opinion letter confirms that Ningbo Deye Technology Co., Ltd. has the qualifications to implement the 2025 Employee Stock Ownership Plan (ESOP) and that the plan complies with relevant laws and regulations [7][9][20]. Group 1: Company Qualifications - Ningbo Deye Technology Co., Ltd. was established as a joint-stock company in 2017 and is listed on the Shanghai Stock Exchange with the stock code 605117 [7][8]. - The company has a registered capital of 638.11 million yuan and operates in various sectors including the development and manufacturing of heat exchangers and air purification equipment [8]. Group 2: Legality and Compliance of the ESOP - The ESOP has been approved by the company's board and supervisory committee, ensuring compliance with the relevant legal frameworks [9][10]. - The plan includes provisions to prevent insider trading and ensures voluntary participation from employees, aligning with regulatory guidelines [10][11]. Group 3: Legal Procedures for Implementation - The company has completed necessary legal procedures for the ESOP, including meetings and approvals from relevant committees [18]. - The ESOP requires further approval from the shareholders' meeting to be fully implemented [18][19]. Group 4: Information Disclosure - The company has disclosed relevant information regarding the ESOP in accordance with the requirements of the China Securities Regulatory Commission and the stock exchange [19][20]. - Continuous information disclosure obligations will be maintained as the ESOP progresses [19].

雷暴哮喘是在雷雨天气或紧随其后暴发的支气管哮喘急性发作。其症状主要表现为突发咳嗽、气短、胸闷，常常是群体性发 病。 北京大学人民医院呼吸与危重症医学科主任医师 马艳良：因为雷暴天气的时候往往就是我们的花粉，包括一些霉菌也是繁衍 比较旺盛的这样的一个季节，那种强的气流的话，会把这些植物的一些花粉，然后包括我们一些真菌的孢子会吸入到我们大气上 层。因为有雷电的原因，体积相对比较大的花粉或是孢子的话，就会被大量地打碎成碎片，一般来讲直径就在2—3个微米左右， 其实正好特别适合我们呼吸道吸入的这样的一个直径，很多人的症状就会被激发起来。 央视网消息：近期，多地出现雷电、暴雨等强对流天气，有些人一到雷雨天就咳嗽气短，这是为什么呢？专家提醒，有哮 喘、过敏性鼻炎等基础疾病的人群要警惕雷暴哮喘。 医生提醒，儿童气道更为敏感、狭窄，老年人常合并心肺基础疾病，一旦发生雷暴哮喘，更容易进展为重症。 北京大学人民医院呼吸与危重症医学科主任医师 马艳良：出现这种天气的时候，可能一方面我们尽量要待在室内，然后要紧 闭门窗，必要的时候可以使用这种空气净化的设备。另外如果回到家里的时候，可能要把我们外面的衣物及时脱下来，及时地去 清洗，然 ...

Core 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].

Core Viewpoint - The company, 美埃(中国)环境科技股份有限公司, is positioned as a leading player in the air purification and environmental governance sector, particularly in the semiconductor industry, with significant growth potential due to its technological advancements and market positioning [2][3]. Company Overview - 美埃科技 specializes in the research, production, and sales of air purification products and atmospheric environmental governance products, with a 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, with a current market capitalization of 6.72 billion [1][7]. Technological Advancements - The company has developed the first domestic 28nm lithography equipment and provides high-standard cleanroom environments, which are crucial for semiconductor manufacturing [2]. - It has been a long-term supplier to 中芯国际, providing essential air purification equipment that meets stringent cleanliness requirements for advanced semiconductor processes [3]. Financial Performance - For the first quarter of 2025, the company reported a revenue of 317 million, representing a year-on-year growth of 16.02%, and a net profit of 41.92 million, up by 18.45% [8][9]. - Cumulative cash dividends since the company's A-share listing amount to 80.64 million [9]. Market Position - 美埃科技 has been recognized as a national-level "specialized, refined, and innovative" small giant, indicating its leading position in the domestic semiconductor cleanroom equipment market [2]. - The company is also a qualified supplier for international semiconductor manufacturers such as Intel and ST Microelectronics, enhancing its competitive edge [2].

Core 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]

来源：新浪证券-红岸工作室 8月1日，美埃科技跌4.24%，成交额1.11亿元，换手率4.93%，总市值58.33亿元。 异动分析 中芯国际概念+光刻机+芯片概念+节能环保+PM2.5 1、据招股说明书：公司长期为中芯国际供应 FFU、高效/超高效过滤器、化学过滤器等产品，用于保障 中芯国际系的历代产品线（包括中芯国际最先进的 14nm和 28nm 制程）对空气洁净度的要求。 3、美埃(中国)环境科技股份有限公司主营业务系空气净化产品、大气环境治理产品的研发、生产及销 售。公司主要产品是风机过滤单元、过滤器产品、空气净化设备。2021年底，公司获国家级专精特 新"小巨人"称号，成为国内电子半导体洁净室设备龙头企业。 4、公司自设立以来，深耕空气净化领域产品的研发和生产，从最初的初中效过滤器开始，不断拓展市 场，提升技术，形成以过滤器产品、风机过滤单元、空气净化设备为主、应用于各领域的一系列空气净 化产品。 资金分析 2、公司上市保荐书：公司为上海微电子装备（集团）股份有限公司开发国内首台 28 纳米光刻设备工艺 制程所需的机台内国际最高洁净等级标准（ISO Class 1 级）洁净环境提供 EFU （超薄型设 ...

Core Viewpoint - The company, 美埃(中国)环境科技股份有限公司, specializes in air purification products and has established itself as a leader in the domestic semiconductor cleanroom equipment sector, with significant growth in revenue and net profit. Company Overview - 美埃科技 focuses on the research, production, and sales of air purification products and atmospheric environmental governance products, with its main products being fan filter units, filters, and air purification equipment [3][7] - The company was founded on June 21, 2001, and was listed on November 18, 2022, with a primary revenue composition of 88.04% from fan filter units and filter products [7] - As of March 31, 2025, the company reported a revenue of 317 million yuan, a year-on-year increase of 16.02%, and a net profit of 41.92 million yuan, a year-on-year increase of 18.45% [8] Market Position and Technology - The company has been a long-term supplier to 中芯国际, providing essential products that meet high cleanliness standards for advanced semiconductor manufacturing processes [2] - It has developed products that meet international cleanliness standards (ISO Class 1) for the domestic 28nm lithography equipment, contributing to overcoming critical technology challenges in the domestic semiconductor industry [2] - The company is recognized as a national-level specialized and innovative "little giant" enterprise, indicating its leading position in the air purification market [3] Shareholder and Financial Analysis - As of March 31, 2025, the number of shareholders was 4,335, a decrease of 8.49%, with an average of 11,761 circulating shares per person, an increase of 9.27% [8] - The company has distributed a total of 53.76 million yuan in dividends since its A-share listing [8] - Major institutional shareholders include 易方达科讯混合 and 易方达科融混合, with notable reductions in their holdings [8]