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美埃科技2025年度归母净利润1.16亿元,同比下降39.39%
Zhi Tong Cai Jing· 2026-02-27 16:05
影响经营业绩的主要因素包括:报告期内,一、受国际环境变化与行业周期调整等因素影响,当前国内 半导体行业正处于产能结构性调整阶段,部分下游客户的项目建设有所延后;与此同时,在关税政策持 续博弈的背景下,海外部分客户资本开支节奏有所放缓,致使公司相关半导体项目的订单推进及落地周 期延长,进而对2025年公司整体合并收入形成一定影响,整体表现较往年略有回落。公司积极顺应形势 变化,在深耕传统业务的同时,持续拓展排放治理等新兴应用领域,部分新兴业务保持良好发展势头。 面对市场竞争和原材料价格波动,公司不断优化运营管理。报告期内,前期战略投入形成的固定资产导 致折旧摊销等刚性成本阶段性增加,对短期综合毛利率产生一定影响,这是成长过程中的正常现象。随 着公司业务规模的扩大和产能利用率的提升,规模效应将逐步显现,固定资产折旧摊销压力将得到有效 缓解,为毛利率的长期修复与稳步回升创造条件。二、为应对外部环境变化并优化风险结构,公司正稳 步推进海外布局与战略扩张。通过引进本土化专业人才,公司持续深耕传统行业以及新兴业务领域。尽 管相关战略性投入在短期内推高了三费增长,但为公司的长远发展铺设道路。随着专业能力持续释放, 公司的毛 ...
美埃科技(688376.SH)2025年度归母净利润1.16亿元,同比下降39.39%
智通财经网· 2026-02-27 12:01
影响经营业绩的主要因素包括:报告期内,一、受国际环境变化与行业周期调整等因素影响,当前国内 半导体行业正处于产能结构性调整阶段,部分下游客户的项目建设有所延后;与此同时,在关税政策持 续博弈的背景下,海外部分客户资本开支节奏有所放缓,致使公司相关半导体项目的订单推进及落地周 期延长,进而对2025年公司整体合并收入形成一定影响,整体表现较往年略有回落。公司积极顺应形势 变化,在深耕传统业务的同时,持续拓展排放治理等新兴应用领域,部分新兴业务保持良好发展势头。 面对市场竞争和原材料价格波动,公司不断优化运营管理。报告期内,前期战略投入形成的固定资产导 致折旧摊销等刚性成本阶段性增加,对短期综合毛利率产生一定影响,这是成长过程中的正常现象。随 着公司业务规模的扩大和产能利用率的提升,规模效应将逐步显现,固定资产折旧摊销压力将得到有效 缓解,为毛利率的长期修复与稳步回升创造条件。二、为应对外部环境变化并优化风险结构,公司正稳 步推进海外布局与战略扩张。通过引进本土化专业人才,公司持续深耕传统行业以及新兴业务领域。尽 管相关战略性投入在短期内推高了三费增长,但为公司的长远发展铺设道路。随着专业能力持续释放, 公司的毛 ...
美埃科技(688376.SH):2025年净利润1.16亿元,同比下降39.39%
Ge Long Hui A P P· 2026-02-27 08:49
影响经营业绩的主要因素包括:报告期内,一、受国际环境变化与行业周期调整等因素影响,当前国内 半导体行业正处于产能结构性调整阶段,部分下游客户的项目建设有所延后;与此同时,在关税政策持 续博弈的背景下,海外部分客户资本开支节奏有所放缓,致使公司相关半导体项目的订单推进及落地周 期延长,进而对2025年公司整体合并收入形成一定影响,整体表现较往年略有回落。公司积极顺应形势 变化,在深耕传统业务的同时,持续拓展排放治理等新兴应用领域,部分新兴业务保持良好发展势头。 面对市场竞争和原材料价格波动,公司不断优化运营管理。报告期内,前期战略投入形成的固定资产导 致折旧摊销等刚性成本阶段性增加,对短期综合毛利率产生一定影响,这是成长过程中的正常现象。随 着公司业务规模的扩大和产能利用率的提升,规模效应将逐步显现,固定资产折旧摊销压力将得到有效 缓解,为毛利率的长期修复与稳步回升创造条件。二、为应对外部环境变化并优化风险结构,公司正稳 步推进海外布局与战略扩张。通过引进本土化专业人才,公司持续深耕传统行业以及新兴业务领域。尽 管相关战略性投入在短期内推高了三费增长,但为公司的长远发展铺设道路。随着专业能力持续释放, 公司的毛 ...
美埃科技:2025年净利润11635.61万元
Zheng Quan Ri Bao Wang· 2026-02-27 08:49
证券日报网讯2月27日,美埃科技发布2025年度业绩快报公告称,公司2025年实现营业总收入192597.36 万元,同比增长11.79%;实现归属于母公司所有者的净利润11635.61万元,同比下降39.39%。 ...
美埃科技:2025年净利润1.16亿元,同比下降39.39%
Ge Long Hui· 2026-02-27 08:35
格隆汇2月27日丨美埃科技(688376.SH)公布2025年年度业绩快报,报告期内,公司实现营业收入19.26亿 元,同比增长11.79%;实现归属于母公司所有者的净利润1.16亿元,同比下降39.39%;实现归属于母公 司所有者的扣除非经常性损益的净利润8,001.81万元,同比下降54.97%。 影响经营业绩的主要因素包括:报告期内,一、受国际环境变化与行业周期调整等因素影响,当前国内 半导体行业正处于产能结构性调整阶段,部分下游客户的项目建设有所延后;与此同时,在关税政策持 续博弈的背景下,海外部分客户资本开支节奏有所放缓,致使公司相关半导体项目的订单推进及落地周 期延长,进而对2025年公司整体合并收入形成一定影响,整体表现较往年略有回落。公司积极顺应形势 变化,在深耕传统业务的同时,持续拓展排放治理等新兴应用领域,部分新兴业务保持良好发展势头。 面对市场竞争和原材料价格波动,公司不断优化运营管理。报告期内,前期战略投入形成的固定资产导 致折旧摊销等刚性成本阶段性增加,对短期综合毛利率产生一定影响,这是成长过程中的正常现象。随 着公司业务规模的扩大和产能利用率的提升,规模效应将逐步显现,固定资产折旧 ...
美埃科技(688376) - 2025 Q4 - 年度业绩
2026-02-27 07:50
证券代码:688376 证券简称:美埃科技 公告编号:2026-002 | 项目 | 本报告期 | 上年同期 | 增减变动幅度 (%) | | --- | --- | --- | --- | | 营业总收入 | 192,597.36 | 172,286.30 | 11.79 | | 营业利润 | 12,599.96 | 21,644.71 | -41.79 | | 利润总额 | 14,789.63 | 21,787.98 | -32.12 | | 归属于母公司所有者的净利润 | 11,635.61 | 19,198.84 | -39.39 | | 归属于母公司所有者的扣除非 经常性损益的净利润 | 8,001.81 | 17,768.67 | -54.97 | | 基本每股收益(元) | 0.86 | 1.43 | -39.86 | | 加权平均净资产收益率(%) | 6.29 | 11.22 | 减少4.93个百分点 | | 项目 | 本报告期末 | 本报告期初 | 增减变动幅度 | | | | | (%) | | 总资产 | 408,050.90 | 369,869.60 | 10.32 | | 归属于母 ...
美埃科技涨2.30%,成交额1.92亿元,近5日主力净流入3020.80万
Xin Lang Cai Jing· 2026-02-24 09:42
中芯国际概念+光刻机+芯片概念+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。 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。 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、 ...
美埃科技涨3.02%,成交额1.12亿元,今日主力净流入696.08万
Xin Lang Cai Jing· 2026-02-12 07:56
Core Viewpoint - The company Meiyai (China) Environmental Technology Co., Ltd. is a leading player in the air purification and atmospheric environment governance sector, with a focus on providing high-efficiency air filtration products for the semiconductor industry, particularly for clients like SMIC and Intel [2][3]. Company Overview - Meiyai specializes in the research, production, and sales of air purification products and atmospheric environment governance products, with its main offerings 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 leader in cleanroom equipment for the electronics semiconductor sector [3]. Financial Performance - For the period from January to September 2025, Meiyai achieved 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, 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 Shareholder Information - As of September 30, 2025, Meiyai had 5,817 shareholders, an increase of 36.07% from the previous period, with an average of 8,764 circulating shares per person, a decrease of 26.51% [7]. - The top ten circulating shareholders include notable funds, with Huaxia Value Selection Mixed Fund being the sixth largest shareholder, holding 1.0058 million shares, a reduction of 136,100 shares from the previous period [9].
美埃科技跌3.51%,成交额1.48亿元,近5日主力净流入398.03万
Xin Lang Cai Jing· 2026-02-10 07:41
Core Viewpoint - The company Meiyai (China) Environmental Technology Co., Ltd. specializes in air purification products and has established itself as a leader in the domestic semiconductor cleanroom equipment market, with significant growth in revenue despite a slight decline in net profit. Company Overview - Meiyai was founded on June 21, 2001, and went public on November 18, 2022. The company is located in Nanjing, Jiangsu Province, and focuses on the research, production, and sales of air purification and atmospheric environment governance products [7]. - The main revenue source for Meiyai comes from cleanroom air filtration and clean wall ceiling system products, accounting for 90.18% of total revenue, while other products contribute 9.82% [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%. However, the net profit attributable to shareholders was 141 million yuan, reflecting a year-on-year decrease of 5.17% [7][8]. - The company has distributed a total of 80.64 million yuan in dividends since its A-share listing [9]. Market Position and Products - Meiyai has been a long-term supplier to SMIC, providing high-efficiency filters and other products essential for maintaining air cleanliness in semiconductor manufacturing [2]. - The company has developed products that meet the highest international cleanliness standards (ISO Class 1) for the domestic 28nm lithography equipment process, contributing to breakthroughs in critical technology for the domestic semiconductor industry [2]. - Meiyai's air purification devices are effective in removing PM2.5, bacteria, and harmful gases such as formaldehyde and VOCs [3]. Shareholder and Market Activity - As of September 30, 2025, Meiyai had 5,817 shareholders, an increase of 36.07% from the previous period, with an average of 8,764 circulating shares per person, a decrease of 26.51% [7]. - The stock has seen a net outflow of 5.4289 million yuan today, with a lack of clear trends in major shareholder activity [4][5].
美埃科技涨5.99%,成交额2.16亿元,后市是否有机会?
Xin Lang Cai Jing· 2026-02-09 07:39
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].