企業プロフィール · Technology

MetaX Integrated Circuits (Shanghai) Co Ltd

688802 · 上海
業種
AI Chips
取引所
上海
国 / 地域
China
従業員数
925
公式サイト
www.metax-tech.com
現在値
¥830.2
リアルタイム · 2026年7月27日
妥当買付価格
≤ ¥220
安全マージンの起点
ベイリー成長スコア
44/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 ¥830.2 リアルタイム · 楽観的シナリオの上限を超過 · 将来の成長を先取り

総合バリュエーションレンジ · 保守的 ¥170–¥220 / 妥当 ¥280–¥380 / 楽観的 ¥500–¥650。¥830.2 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。

レポート公開時 ¥694(2026年6月11日)

時価総額元 2780.26億
売上高(TTM)元 18.86億
EBITDA-元 5.18億
純利益率-34.78%
ROE-11.01%
予想PER0
EPS-元 1.78
52週レンジ元 479.01 – 元 895.00

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

MetaX Integrated Circuits (Shanghai) Co., Ltd. researches, develops, and sells graphics processing unit chips and computing platforms. The company offers integrated training and push GPU, intelligent computing inference GPU, and graphics rendering GPU; GPU servers; GPU accelerators cards; and supernodes, as well as operates GPU workstation. The company serves digital computing, infrastructure, finance, healthcare, energy, education and research, transportation, and digital entertainment sectors. The company was founded in 2020 and is headquartered in Shanghai, China.

沿革

MetaX Integrated Circuits (Shanghai) Co Ltd was founded in Shanghai in September 2020 by Chen Weiliang, its chairman and CEO, with a core team drawn largely from AMD, targeting full-stack high-performance GPUs. It raised an angel round within two months, a 1 billion yuan Series A in 2021, and a 1 billion yuan Pre-B in 2022. Revenue rose from 53 million yuan in 2023 to 743 million yuan in 2024 and 1.644 billion yuan in 2025, up 121.26%, with the Xiyun C-series training-and-inference GPUs accounting for 94.31% of revenue.

業界での地位

MetaX is a Chinese full-function GPU designer offering training, inference, and graphics-rendering GPUs (Xisi N-series, Xiyun C-series, Xicai G-series) plus the MXMACA software stack, GPU servers, accelerator cards, and supernodes. By 2025 cumulative GPU shipments exceeded 55,000 units, training-and-inference GPU board sales reached 33,600 (up 147.31%), and products were deployed across 10-plus intelligent computing clusters. Per IDC, local accelerator chips held about 35% of China's accelerated server market in H1 2025; the company was not listed on the BIS Entity List as of June 11, 2026.

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