기업 프로필 · Technology

MetaX Integrated Circuits (Shanghai) Co Ltd

688802 · 상하이
산업
AI Chips
거래소
상하이
국가 / 지역
China
직원 수
925
웹사이트
www.metax-tech.com
현재가
¥830.2
실시간 · 2026년 7월 27일
적정 매수가
≤ ¥220
안전마진 진입가
베일리 성장 점수
44/100
다소 약함
내재가치 · 3단계 구간 현재가 ¥830.2 실시간 · 낙관적 상단 위 · 미래 성장 과도 반영

종합 밸류에이션 구간 · 보수적 ¥170–¥220 / 적정 ¥280–¥380 / 낙관적 ¥500–¥650. ¥830.2 기준, 낙관적 상단 위 · 미래 성장 과도 반영.

보고서 발행 시 ¥694(2026년 6월 11일)

시가총액CN¥2780.26억
매출 (TTM)CN¥18.86억
EBITDA-CN¥5.18억
순이익률-34.78%
ROE-11.01%
선행 PER0
EPS-CN¥1.78
52주 범위CN¥479.01 – CN¥895.00

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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.

연혁

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.

업계 내 위치

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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