Perfil da empresa · Technology

MetaX Integrated Circuits (Shanghai) Co Ltd

688802 · Xangai
Indústria
AI Chips
Bolsa
Xangai
País / Região
China
Funcionários
925
Preço atual
¥830.2
Ao vivo · 27 de julho de 2026
Compra justa
≤ ¥220
Entrada com margem de segurança
Pontuação de Crescimento Baillie
44/100
Fraco
Valor intrínseco · Faixa em três níveis Preço atual ¥830.2 Ao vivo · Acima do teto otimista · crescimento futuro antecipado em excesso

Faixa de valuation composta · conservador ¥170–¥220 / justo ¥280–¥380 / otimista ¥500–¥650. A ¥830.2, Acima do teto otimista · crescimento futuro antecipado em excesso.

Na publicação ¥694 (11 de junho de 2026)

Valor de mercadoCN¥ 278,03 bi
Receita (TTM)CN¥ 1,89 bi
EBITDA-CN¥ 518,41 mi
Margem líquida-34,78%
ROE-11,01%
P/L projetado0
LPA-CN¥ 1,78
Faixa de 52 semanasCN¥ 479,01 – CN¥ 895,00

Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.

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.

História

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.

Posição no setor

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.

Ainda não há análises sobre este ativo no seu idioma.