来源：新浪证券-红岸工作室 12月30日，美埃科技跌2.53%，成交额2.31亿元，换手率2.88%，总市值78.62亿元。 异动分析 光刻机+中芯国际概念+PM2.5+芯片概念 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、2023年10月24日互动易回复：公司的空气净化设备可高效去除PM2.5及细菌微生物、高效分解甲 醛、VOC ...

来源：新浪证券-红岸工作室 12月29日，美埃科技跌6.06%，成交额3.73亿元，换手率4.62%，总市值80.66亿元。 异动分析 光刻机+中芯国际概念+PM2.5+芯片概念 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、2023年10月24日互动易回复：公司的空气净化设备可高效去除PM2.5及细菌微生物、高效分解甲 醛、VOC ...

Core Viewpoint - The stock of Meai Technology (美埃科技) experienced a significant increase of 10.91%, with a trading volume of 225 million yuan and a market capitalization of 7.244 billion yuan, indicating strong investor interest in the company [1] Group 1: Company Overview - Meai Technology specializes in the research, development, 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, refined, and innovative" title at the end of 2021, establishing itself as a leading domestic enterprise in cleanroom equipment for the electronics semiconductor industry [3] - As of September 30, 2025, Meai Technology reported 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] Group 2: Market Position and Products - Meai Technology has developed the first domestic 28nm lithography equipment and provides products that meet the highest international cleanliness standards (ISO Class 1) for cleanroom environments, positioning itself as a competitive player against international brands [2] - The company has long-term supply agreements with SMIC (中芯国际), providing essential air purification products that meet the cleanliness requirements for advanced semiconductor manufacturing processes [2] - The company's air purification devices are effective in removing PM2.5 and harmful gases, contributing to environmental health [3] Group 3: Financial and Stock Performance - The stock has shown a net inflow of -2.2477 million yuan today, with a lack of clear trends in major shareholder movements, indicating a mixed sentiment among investors [4][5] - The average trading cost of the stock is 47.77 yuan, with recent buying activity observed, although the strength of this accumulation is not strong [6] - The stock price is currently fluctuating between a resistance level of 56.22 yuan and a support level of 50.88 yuan, suggesting potential for short-term trading strategies [6]

Core Viewpoint - The company Meai (China) Environmental Technology Co., Ltd. is a leading domestic brand in the air purification and environmental governance sector, focusing on high-efficiency air purification products and solutions for semiconductor manufacturing [2][3]. Company Overview - Meai 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, refined, and innovative" small giant by the end of 2021, establishing itself as a leader in cleanroom equipment for the semiconductor industry in China [3][7]. - As of September 30, 2025, Meai achieved a revenue of 1.486 billion yuan, representing a year-on-year growth of 23.64%, while the net profit attributable to shareholders was 141 million yuan, a decrease of 5.17% year-on-year [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 semiconductor manufacturing [2]. - Meai is a qualified supplier for international semiconductor manufacturers such as Intel and ST Microelectronics, indicating its competitive position in the market [2]. - The company has long supplied products to SMIC (Semiconductor Manufacturing International Corporation) to meet the air cleanliness requirements for advanced manufacturing processes, including 14nm and 28nm nodes [2][3]. Financial Performance - The company's stock experienced a decline of 1.05% on December 4, with a trading volume of 56.1534 million yuan and a market capitalization of 6.249 billion yuan [1]. - The average trading cost of the stock is 47.59 yuan, with recent trading activity indicating a lack of strong accumulation or distribution trends [5][6]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 36.07% to 5,817, while the average circulating shares per person decreased by 26.51% [7]. - The company has distributed a total of 80.64 million yuan in dividends since its A-share listing [9].

Core Viewpoint - The company Meai Technology (美埃科技) is experiencing fluctuations in stock performance, with a recent decline of 1.84% and a total market capitalization of 6.385 billion yuan, while also being recognized as a leader in the domestic semiconductor cleanroom equipment sector [1][3]. Company Overview - Meai Technology 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 systems, accounting for 90.18% of total revenue [3][7]. - The company was awarded the national-level "specialized, refined, distinctive, and innovative" title at the end of 2021, solidifying its position as a leading domestic enterprise in the semiconductor cleanroom equipment market [3][7]. Financial Performance - For the period from January to September 2025, Meai Technology reported 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 Position and Supply Chain - Meai Technology has developed the first domestic 28nm lithography equipment and provides essential air purification products to major international semiconductor manufacturers such as Intel and ST Microelectronics, indicating its competitive standing in both domestic and international markets [2][3]. - The company has a long-term supply relationship with SMIC (中芯国际), providing various air filtration products necessary for maintaining the required air cleanliness standards for advanced semiconductor manufacturing processes [2][3]. Stock and Trading Analysis - The stock has seen a net inflow of 2.71 million yuan today, with a trading volume of 145 million yuan and a turnover rate of 5.84%, indicating a relatively low level of trading activity [1][4]. - The average trading cost of the stock is 48.37 yuan, with the current price approaching a support level of 47.50 yuan, suggesting 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, specializes in air purification products and has established itself as a leader in the domestic semiconductor cleanroom equipment market, particularly in the development of advanced filtration systems for major semiconductor manufacturers [2][3]. Company Overview - 美埃科技 focuses on the research, production, and sales of air purification and atmospheric environment 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, refined, and innovative" small giant by the end of 2021, solidifying its position as a leading domestic brand in the cleanroom equipment sector [3]. Financial Performance - For the period from January to September 2025, 美埃科技 reported a revenue of 1.486 billion yuan, reflecting a year-on-year growth of 23.64%, while the net profit attributable to shareholders was 141 million yuan, a decrease of 5.17% compared to the previous year [7][8]. - Cumulative cash dividends since the company's A-share listing amount to 80.64 million yuan [9]. Market Position and Clientele - The company has developed the first domestic 28nm lithography equipment and provides high-efficiency filtration products to 中芯国际 (SMIC) for its advanced product lines, including 14nm and 28nm processes [2][3]. - 美埃科技 is also a qualified supplier for international semiconductor manufacturers such as Intel and ST Microelectronics, indicating its competitive standing in both domestic and international markets [2]. Stock Performance - As of October 31, 美埃科技's stock price decreased by 0.24%, with a total market capitalization of 6.084 billion yuan and a trading volume of 78.91 million yuan [1]. - The average trading cost of the stock is 49.37 yuan, with current price levels fluctuating between resistance at 47.90 yuan and support at 43.51 yuan, suggesting potential for range trading [6].

Core Viewpoint - Meiyai Technology has shown a positive market performance with a 2.34% increase in stock price, reaching a total market capitalization of 5.985 billion yuan [1] Group 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, filter products, and air purification equipment [3][7] - 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 cleanroom equipment for the electronics semiconductor industry [3] Group 2: Product and Market Position - Meiyai Technology 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] - The company has long-term supply agreements with SMIC, providing essential air purification products for their advanced production lines, including 14nm and 28nm processes [2][3] Group 3: Financial Performance - For the first half of 2025, Meiyai Technology reported a revenue of 935 million yuan, reflecting a year-on-year growth of 23.51%, and a net profit attributable to shareholders of 98.019 million yuan, which is a 5.53% increase compared to the previous year [8][9] - The company has distributed a total of 80.64 million yuan in dividends since its A-share listing [9] Group 4: Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 1.38% to 4,275, while the average circulating shares per person increased by 1.40% to 11,926 shares [7] - The stock has seen a slight net inflow of 2.4793 million yuan today, with a relatively dispersed shareholding structure and no significant trends in major shareholder activity [4][5]

Core Viewpoint - The company, Meai (China) Environmental Technology Co., Ltd., is positioned as a leading player in the domestic semiconductor cleanroom equipment market, focusing on air purification products and environmental governance solutions [2][3]. Company Overview - Meai 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 awarded the national-level "specialized and innovative" title of "little giant" at the end of 2021, solidifying its status as a leader in the domestic electronic semiconductor cleanroom equipment sector [3]. 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, which is a 5.53% increase 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 - Meai has developed the first domestic 28nm lithography equipment and provides essential air purification products to major semiconductor manufacturers, including Intel and ST Microelectronics, positioning itself competitively against international brands [2][3]. - The company has long-term supply agreements with SMIC, providing various filtration products to meet the stringent air cleanliness requirements of advanced semiconductor manufacturing processes [2][3]. Stock Performance - As of October 21, the stock price of Meai increased by 1.53%, with a trading volume of 73.52 million yuan and a market capitalization of 5.985 billion yuan [1]. - The average trading cost of the stock is 50.52 yuan, with recent trading activity indicating a potential shift in investor sentiment as the stock approaches a resistance level of 45.00 yuan [5][6].

Core Viewpoint - The company, Meai (China) Environmental Technology Co., Ltd., is positioned as a leading domestic brand in the air purification and environmental governance sector, particularly in the semiconductor industry, with significant growth potential due to its advanced technology and strong market presence [2][3]. Company Overview - Meai 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 awarded the national-level "specialized and innovative" title of "little giant" at the end of 2021, establishing itself as a leader in cleanroom equipment for the electronics semiconductor sector [3]. Financial Performance - For the first half of 2025, Meai achieved a revenue of 935 million yuan, representing a year-on-year growth of 23.51%, and a net profit attributable to shareholders of 98.01 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 Clientele - Meai has developed the first domestic 28nm lithography equipment and provides high-efficiency air purification products to major international semiconductor manufacturers such as Intel and ST Microelectronics, indicating its competitive standing in the market [2][3]. - The company has long-term supply agreements with SMIC, providing essential air purification products to meet the stringent cleanliness requirements of advanced semiconductor manufacturing processes [2][3]. Stock Performance - As of October 20, the stock price of Meai increased by 0.60%, with a total market capitalization of 5.895 billion yuan and a trading volume of 75.42 million yuan [1]. - The stock has experienced a net outflow of 5.05 million yuan from major investors, indicating a trend of reduced holdings over the past three days [4][5].

Core Viewpoint - The company Meiyai (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][4]. 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 awarded the national-level "specialized and innovative" title of "little giant" at the end of 2021, establishing itself as a leading domestic brand in the semiconductor cleanroom equipment sector [3][7]. Financial Performance - For the first half of 2025, Meiyai 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 - Meiyai 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 supplied products to SMIC (Semiconductor Manufacturing International Corporation) to ensure the air cleanliness requirements for its advanced product lines, including 14nm and 28nm processes [2][3]. Stock Market Activity - On October 17, the stock price of Meiyai fell by 3.84%, with a trading volume of 104 million yuan and a turnover rate of 4.59%, resulting in a total market capitalization of 5.86 billion yuan [1]. - The stock has seen a net outflow of 11.63 million yuan from major investors, indicating a trend of reduced holdings over the past three days [4][5].