Group 1: Company Overview - Dongtian Micro specializes in the R&D, production, and sales of precision optical components, excelling in optical design, coating, molding, and precision processing [2] - The company's products are widely used in optical imaging and optical communication applications [2] Group 2: Product Development and Market Position - The company's aspheric products are key offerings, leveraging advanced optical design and manufacturing capabilities, with ongoing R&D in glass molding technology [3] - The spin-coated optical filters have seen stable growth since mass production began in 2023, becoming a significant contributor to the imaging business, particularly in the mid to high-end smartphone market [3] - The company holds a major share in the domestic Android smartphone market for spin-coated filters, with substantial future market potential due to ongoing upgrades in smartphone imaging technology [3] Group 3: Production Capacity and Supply Chain - The optical isolator, essential for preventing reverse interference in optical signals, has completed its product line setup and is now in mass production, effectively meeting customer demand [4] - The supply chain for Faraday rotators, a core component of optical isolators, is currently tight due to increased demand for high-speed optical modules, with the company monitoring raw material market changes closely [5] - The company is actively expanding production capacity, with ongoing construction of the Nanchang production base and procurement of new equipment to support business growth [7] Group 4: Future Outlook - The company aims to focus on its core business of precision optical thin-film components, capitalizing on opportunities in smartphone optical innovation and expanding market share [7] - The optical communication business is entering a performance release phase, with a product matrix that includes optical isolators and WDM filters, driven by the growing demand for high-speed optical modules due to AI and data center developments [7]

Core Points - Dongtianwei's stock price decreased by 2.00% with a turnover rate of 32.39% and a trading volume of 2.332 billion yuan, showing a volatility of 8.98% [2] - Institutional investors net bought 45.6265 million yuan while brokerage seats collectively net sold 195 million yuan [2] - The stock was listed on the Dragon and Tiger list due to its high turnover rate, with the top five trading departments accounting for a total transaction of 651 million yuan [2] Trading Activity - The top five trading departments had a total buying amount of 251 million yuan and a selling amount of 400 million yuan, resulting in a net selling of 150 million yuan [2] - Four institutional specialized seats were involved in the trading, with a total buying amount of 223 million yuan and a selling amount of 177 million yuan, leading to a net buying of 45.6265 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the Dragon and Tiger list six times, with an average price increase of 5.02% the day after being listed and an average decline of 4.25% in the following five days [2] - Today's main capital outflow was 354 million yuan, with a significant outflow of 340 million yuan from large orders [2]

Group 1 - The stock of Dongtian Micro (301183.SZ) reached a historical high before quickly declining, ultimately closing down by 2% with a turnover rate of 32.29% and a transaction volume of 2.332 billion yuan [1] - Institutional investors bought a total of 222.3 million yuan and sold 177 million yuan, resulting in a net purchase of 45.63 million yuan [1] - The top selling entity, "Zhongshan East Road," recorded a net sell of 81.2 million yuan, while "Quantitative Board" had a net sell of 62.07 million yuan, contributing to a total net sell of 150 million yuan from the listed entities [1] Group 2 - The top five buying entities included various institutional investors, with the largest purchase amounting to 69.527 million yuan, accounting for 2.98% of the total transaction [1] - The second largest purchase was from another institutional investor at 62.869 million yuan, representing 2.70% of the total transaction [1] - The total buying amount from the top five entities was 250.769 million yuan, which constituted 10.75% of the overall trading volume [2]

Core Viewpoint - The data indicates significant capital outflows from the top 20 stocks as of December 1, with notable amounts withdrawn from various companies [1] Group 1: Major Capital Outflows - Industrial Fulian experienced the highest outflow at -9.20 billion yuan [1] - Sunshine Power followed with an outflow of -7.95 billion yuan [1] - Shenghong Technology saw a capital outflow of -7.62 billion yuan [1] Group 2: Additional Notable Outflows - Qianzhao Optoelectronics had an outflow of -6.50 billion yuan [1] - Changxin Bochuang recorded -4.69 billion yuan in outflows [1] - Shannon Chip Creation experienced -4.47 billion yuan in capital outflows [1] Group 3: Other Companies with Significant Outflows - BlueFocus Media had an outflow of -3.86 billion yuan [1] - Dongfang Fortune saw -3.76 billion yuan in outflows [1] - Shanghai Electric experienced a capital outflow of -3.09 billion yuan [1] Group 4: Remaining Companies in the Top 20 - Dongxin Co. had an outflow of -2.79 billion yuan [1] - Zhongwei Company saw -2.76 billion yuan in outflows [1] - 360 Security Technology experienced a capital outflow of -2.65 billion yuan [1] - Other companies with notable outflows include Dongtian Micro (-2.40 billion yuan), Aerospace Power (-2.34 billion yuan), and Huagong Technology (-2.30 billion yuan) [1]

东田微涨19.22%，报121.43元/股，股价再创新高，总市值突破97.14亿元，成交额达13.41亿元。（AI生 成） ...

Market Overview - On November 28, A-shares saw a collective rise in the three major indices, with the Shanghai Composite Index up 0.34% to 3888 points, the Shenzhen Component Index up 0.85%, and the ChiNext Index up 0.7% [1] - Over 4100 stocks in the market experienced gains, with market hotspots focusing on titanium dioxide, Hainan, satellite internet, and commercial aerospace sectors, while traditional Chinese medicine stocks declined and flu-related stocks corrected [1] Key Stocks - Guosheng Technology (603778) rose by 9.96%, marking its 10th consecutive trading day of gains, driven by solid-state batteries and photovoltaic technology [2] - Dream Home (603216) increased by 10.02%, with its stock price rising due to the termination of acquisition plans and chip concepts [2] - Jinfu Technology (003018) saw a 10.03% rise, planning to acquire Lanyuan Technology [2] - Aerospace Development (002413) surged by 10.06%, benefiting from commercial aerospace and radar technology [2] - The top net buying stocks on the day included Aerospace Development, Dongtian Micro (301183), and LeiKe Defense (002413), with net purchases of 3.92 billion, 2.13 billion, and 2.05 billion respectively [2][4] Sector Performance - The commercial aerospace sector showed strong performance, with Aerospace Development achieving a 10.02% increase and a trading volume of 51.71 billion [4][10] - The military industry sector faced declines, with stocks like Jianglong Shipbuilding dropping over 10% and Aerospace Development hitting the daily limit [10] - The semiconductor and technology sectors also saw significant movements, with stocks like Dongtian Micro and Qian Zhao Optoelectronics experiencing gains of 20% and 20.01% respectively [10][15] Trading Dynamics - The top net selling stocks included Zhongsheng Pharmaceutical, Te Yi Pharmaceutical, and Xinhua Du, with net sales of 2.77 billion, 1.90 billion, and 1.53 billion respectively [5][6] - The trading volume and turnover rates for several stocks were notably high, with some stocks like Dongtian Micro and Qian Zhao Optoelectronics achieving turnover rates of 29.00% and 15.60% respectively [6][15] - The market showed a mix of strong buying interest in certain sectors while facing selling pressure in others, indicating a diverse trading environment [6][10]

Market Performance - The ChiNext Index rose by 0.70%, closing at 3052.59 points, with a total trading volume of 460.62 billion yuan, a decrease of 38.49 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 1065 stocks closed higher, with 16 stocks rising over 10%, including Qian Zhao Guang Dian and Dong Tian Wei, which hit the daily limit [1] - The average turnover rate for the ChiNext today was 3.61%, with 37 stocks having a turnover rate exceeding 20% [1] High Turnover Stocks - In the high turnover stocks, 28 stocks increased in price, with the largest gains seen in Dong Tian Wei (20.00%), Hai Xia Chuang Xin (16.47%), and Ya Guang Ke Ji (13.48%) [2] - Conversely, Wan Long Guang Dian, Lian Te Ke Ji, and Yi Dian Tian Xia experienced the largest declines, with drops of 6.80%, 6.72%, and 5.59% respectively [2] Industry Analysis - The highest number of stocks with turnover rates exceeding 20% belonged to the media and electronics sectors, each having 6 stocks listed [3] - Among the high turnover stocks, 7 were listed on the Dragon and Tiger List, with institutional investors appearing in 6 of these stocks [3] Fund Flow - In terms of fund flow, 19 high turnover stocks saw net inflows from major funds, with Dong Tian Wei, Ya Guang Ke Ji, and Du Ke Wen Hua receiving the most significant inflows of 353 million yuan, 237 million yuan, and 138 million yuan respectively [4] - Conversely, Yi Dian Tian Xia, Sai Wei Dian Zi, and Nan Wang Shu Ju experienced the largest net outflows, totaling 529 million yuan, 509 million yuan, and 149 million yuan respectively [4] Performance of Specific Stocks - Hai Ke Xin Yuan had a closing price of 80.62 yuan with a daily increase of 7.31% and a turnover rate of 39.34%, but saw a net outflow of 66.74 million yuan [4] - Nan Wang Shu Ju closed at 24.72 yuan, down 4.00%, with a turnover rate of 38.74% and a net outflow of 148.75 million yuan [4] - Dong Tian Wei closed at 122.22 yuan, up 20.00%, with a turnover rate of 29.00% and a net inflow of 352.70 million yuan [5]

东田微今日涨停，全天换手率29.00%，成交额19.80亿元，振幅14.53%。龙虎榜数据显示，机构净买入 6284.92万元，营业部席位合计净买入1.50亿元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净买入6284.92万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.82亿元，其中，买入成交额为3.48亿 元，卖出成交额为1.34亿元，合计净买入2.13亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买四、买五、卖二、卖五，合计买入 金额1.24亿元，卖出金额6079.98万元，合计净买入6284.92万元。 近半年该股累计上榜龙虎榜5次，上榜次日股价平均涨6.78%，上榜后5日平均跌4.82%。 资金流向方面，今日该股主力资金净流入3.53亿元，其中，特大单净流入4.71亿元，大单资金净流出 1.18亿元。近5日主力资金净流入3.95亿元。 东田微11月28日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | ...

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 1 | 方正证券股份有限公司杭州下沙证券营业部 | -次 ! 2 | 1675.83 | 0.85% | | 2 | 机构专用 | 1601次 41.16% | 4997.27 | 2.52% | | 3 | 广发证券股份有限公司湖南分公司(对外营业部) | 次 953 | 3.43 | 0.00% | | 4 | 国泰海通证券股份有限公司上海浦东新区商城路证券营业部 | -次 - | 453.27 | 0.23% | | 5 | 机构专用 | 1601次 41.16% | 2994.01 | 1.51% | | | (买入前5名与卖出前5名)总合计: | | 34756.93 | 17.55% | 东田微(301183.SZ)今日20CM涨停，换手率29%，成交额19.8亿元。龙虎榜数据显示，三家机构买入1.24亿元，卖出6080万元，净买入6285万元；游资"中山 东路"位列买一席位，净买入8140万元；"量化打板"位列买二席位，净买入6232万元。上榜席位全天买 ...

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 1 | 方正证券股份有限公司杭州下沙证券营业部 | 次 2 ! | 1675.83 | 0.85% | | 2 | 机构专用 | 1601次 41.16% | 4997.27 | 2.52% | | 3 | 广发证券股份有限公司湖南分公司(对外营业部) | -次 0 = 0 | 3.43 | 0.00% | | র্ব | 国泰海通证券股份有限公司上海浦东新区商城路证券营业部 | 次 A | 453.27 | 0.23% | | 5 | 机构专用 | 1601次 41.16% | 2994.01 | 1.51% | | | (买入前5名与卖出前5名)总合计： | | 34756.93 | 17.55% | 格隆汇11月28日｜东田微(301183.SZ)今日20CM涨停，股价创历史新高，换手率29%，成交额19.8亿元。龙虎榜数据显示，三家机构买入1.24亿元，卖出6080 万元，净买入6285万元；游资"中山东路"位列买一席位，净买入8140万元；"量化打板"位列买 ...