金融界消息 截至2025年7月31日收盘，东田微（301183）报收于70.46元，上涨5.94%，换手率29.01%， 成交量17.01万手，成交金额11.93亿元。 资金流向方面，今日主力资金净流入1.57亿元，占比成交额13.17%。其中，超大单净流入9772.56万 元、占成交额8.19%，大单净流入5937.00万元、占成交额4.98%，中单净流出流出80.43万元、占成交额 0.07%，小单净流出15629.13万元、占成交额13.1%。 东田微最新一期业绩显示，截至2025一季报，公司营业总收入1.56亿元、同比增长26.88%，归属净利润 2009.80万元，同比增长155.43%，扣非净利润1976.56万元，同比增长156.99%，流动比率2.367、速动比 率2.090、资产负债率31.80%。 天眼查商业履历信息显示，湖北东田微科技股份有限公司，成立于2009年，位于宜昌市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本8000万人民币，实缴资本3899.7244万 人民币。公司法定代表人为高登华。 通过天眼查大数据分析，湖北东田微科技股份有限公司共对外投资了4 ...

Group 1 - The core viewpoint is that Dongtian Micro (301183.SZ) does not currently produce Faraday rotation plates, which are essential raw materials for manufacturing optical isolators [1] - The company procures Faraday rotation plates for the production of optical isolators [1]

Core Viewpoint - The company does not currently produce Faraday rotation plates, which are essential raw materials for manufacturing optical isolators, and relies on procurement to meet production needs [2]. Group 1 - Investors inquired about the market coverage of the company's Faraday rotation plates among domestic optical module enterprises [2]. - The company confirmed that it sources Faraday rotation plates for the production of optical isolators, indicating a reliance on external suppliers [2]. - The company addressed concerns regarding ensuring stable supply in light of growing market demand [2].

Group 1 - The core viewpoint of the article is that Dongtian Micro (301183.SZ) has stated it does not currently produce semiconductor optical materials, focusing instead on imaging and communication optical components [1] Group 2 - The company's main products are imaging optical components and communication optical components, indicating a specific market focus [1]

Core Viewpoint - Dongtian Micro's main products are imaging optical components and communication optical components, which have wide applications in consumer electronics, automotive cameras, security monitoring equipment, and various terminal fields in the 5G network construction and data center sectors [1] Group 1 - The company specializes in imaging optical components and communication optical components [1] - The products are applicable in consumer electronics, automotive cameras, and security monitoring devices [1] - The company is involved in the optical communication industry, particularly in 5G network construction and data centers [1]

证券日报网讯东田微（301183）7月30日在互动平台回答投资者提问时表示，公司将严格按照上市公司 市值管理相关规定进行市值管理。 ...

Core Viewpoint - Dongtian Micro (301183) is experiencing rapid growth in its communication optical business, with projected revenue of 124 million yuan in 2024, representing a year-on-year increase of 101.65% [1] Group 1: Business Growth - The company anticipates achieving 124 million yuan in revenue from its communication optical business in 2024, marking a significant growth of 101.65% compared to the previous year [1] - In 2025, the company plans to consolidate its existing business while seizing opportunities in the data communication market [1] Group 2: Product Development - The company will focus on advancing the delivery of optical isolator products and increasing the research and market promotion of new products such as z-blocks, optical components, and turning prisms [1] - The aim is to diversify the product range and establish the communication optical components business as the company's second growth curve [1]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 湖北东田微科技股份有限公司（以下简称"公司"）于近日收到保荐机构东 方证券股份有限公司（以下简称"东方投行"）出具的《关于更换湖北东田微科 技股份有限公司首次公开发行股票持续督导保荐代表人的情况说明》，东方投行 原指派袁辉先生、郭建革生先生担任公司首次公开发行股票持续督导的保荐代表 人。鉴于袁辉先生工作内容变动，不再继续负责公司持续督导工作。为保证持续 督导工作的有序进行，东方投行决定委派何浩女士（简历见附件）接替袁辉先生 担任公司首次公开发行股票持续督导的保荐代表人。 证券代码：301183 证券简称：东田微 公告编号：2025-024 湖北东田微科技股份有限公司 关于变更持续督导保荐代表人的公告 董事会 2025 年 7 月 17 日 附件： 保荐代表人何浩简历 何浩女士，保荐代表人，硕士学位，现任东方证券股份有限公司投资银行部 业务总监，2016 年开始从事投资银行业务，曾先后参与或负责东莞证券 IPO 项 目、科隆新能 IPO 项目、三杰新材 IPO 辅导项目、千岸科技 IPO 辅导项目、青 鸟消防再融资 ...

Core Insights - The total margin financing balance of the ChiNext market reached 369.22 billion yuan, marking an increase for eight consecutive trading days, with a cumulative increase of 10.01 billion yuan during this period [1][2]. Margin Financing Balance and Changes - As of July 16, 2025, the total margin financing balance was 370.35 billion yuan, with an increase of 0.83 billion yuan from the previous trading day [2]. - The margin financing balance specifically was 369.22 billion yuan, also reflecting an increase of 0.83 billion yuan [2]. - The number of stocks with increased financing balances reached 552, with 93 stocks showing an increase of over 20% [2]. Stocks with Significant Changes in Financing Balance - The stock with the highest increase in financing balance was Feiliwa, which saw a 227.29% increase, bringing its latest financing balance to 30.26 million yuan [3]. - Other notable increases included Dongtianwei and Fusaikexue, with increases of 185.91% and 161.23%, respectively [3]. - Conversely, Zhongying Electronics experienced the largest decrease in financing balance at 33.38%, with a latest balance of 54.68 million yuan [3]. Market Performance - Stocks with financing balance increases exceeding 20% averaged a rise of 9.72%, outperforming the ChiNext index [5]. - Top performers included Dongtianwei, Puliansoft, and Tongguan Tongbo, with increases of 52.32%, 44.04%, and 37.52%, respectively [5]. - The largest increase in financing balance by amount was seen in Xinyi Sheng, which increased by 6.76 billion yuan, bringing its total to 49.22 billion yuan [5].

Market Overview - The ChiNext Index fell by 0.22%, closing at 2230.19 points, with a total trading volume of 4290.19 billion yuan, a decrease of 184.24 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 847 stocks closed higher, with 12 stocks rising over 10%, while 498 stocks closed lower, including 1 stock that fell over 10% [1] Trading Activity - The average turnover rate for the ChiNext today was 3.89%, with 33 stocks having a turnover rate exceeding 20% [1] - The highest turnover rate was for Tongyu New Materials at 45.22%, which closed down by 6.43% with a trading volume of 7.48 billion yuan [1] - Other notable stocks with high turnover rates included Beifang Changlong (42.00%), Dongtianwei (41.94%), and Xinling Electric (41.74%) [1] Institutional Activity - Seven high turnover rate stocks appeared on the Dragon and Tiger List, with institutional participation noted in several stocks [3] - Beifang Changlong saw a net institutional buy of 70.49 million yuan, while Yuan Dao Communication had a net buy of 45.73 million yuan [3] - The stocks with the highest net inflows included Hanwei Technology, Degute, and Wanlima, with net inflows of 266 million yuan, 118 million yuan, and 113 million yuan respectively [3] Earnings Forecasts - Among the high turnover stocks, four companies released half-year earnings forecasts, with three expecting profit increases and one expecting a profit [4] - Ruijie Networks is projected to have a net profit increase of 195.88%, followed by Ice River Network and New Henghui with expected increases of 168.92% and 4.59% respectively [4]