一、本期业绩预计情况 单位：万元 | 项 目 | | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东 | | 9,600 | ～ | 11,000 | 5,581.94 | | 的净利润 | 比上年同期增长 | 71.98% | ～ | 97.06% | | | 扣除非经常性损益后 | | 9,500 | ～ | 10,900 | 5,505.28 | | 的净利润 | 比上年同期增长 | 72.56% | ～ | 97.99% | | 二、与会计师事务所沟通情况 公司已就本次业绩预告有关事项与年报审计会计师事务所进行了预沟通， 公司与会计师事务所在业绩预告相关财务数据方面不存在分歧。本次业绩预告 相关财务数据未经会计师事务所审计。 三、业绩变动原因说明 证券代码：301183 证券简称：东田微 公告编号：2026-001 湖北东田微科技股份有限公司 2025 年度业绩预告 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。 2、通信光学业务快速放量：受 AI 算力需求持续攀升 ...

Core Viewpoint - Dongtian Micro's stock price has shown volatility, with a recent increase of 2.19% on January 27, 2025, while the company has experienced a year-to-date decline of 2.42% [1][2]. Group 1: Stock Performance - As of January 27, 2025, Dongtian Micro's stock price is reported at 151.34 yuan per share, with a trading volume of 2.28 billion yuan and a turnover rate of 2.61%, resulting in a total market capitalization of 12.119 billion yuan [1]. - The stock has fluctuated with a 6.94% increase over the last five trading days, a 7.96% decrease over the last 20 days, and a significant 48.59% increase over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Dongtian Micro achieved a revenue of 637 million yuan, reflecting a year-on-year growth of 53.91%, while the net profit attributable to shareholders reached 80.03 million yuan, marking a 99.20% increase [2]. - The company has distributed a total of 20 million yuan in dividends since its A-share listing [3]. Group 3: Shareholder Information - As of November 10, 2025, the number of shareholders for Dongtian Micro is reported at 20,800, an increase of 0.87% from the previous period, with an average of 2,825 circulating shares per shareholder, a decrease of 0.86% [2]. - Notable new institutional shareholders include the Fuguo Innovation Technology Mixed Fund, holding 750,000 shares, and the Huaxia Excellent Growth Mixed Fund, holding 642,200 shares [3].

Group 1 - The optical communication module sector experienced a decline, falling by 1.78% [1] - Tengjing Technology saw a significant drop of 6.24% [1] - Xinyi Technology decreased by 6.1% [1] - Zhongji Xuchuang fell by 5.25% [1] - Yuanjie Technology, Dongtianwei, and Guangku Technology all dropped over 3% [1]

Group 1 - The core point of the article highlights the performance and financial metrics of Dongtian Micro, which experienced a slight decline in stock price, trading at 140.50 CNY per share with a market capitalization of 11.251 billion CNY [1] - Dongtian Micro, established on July 24, 2009, and listed on May 24, 2022, specializes in the research, production, and sales of precision optical film components, with revenue composition being 66.83% from imaging optical components, 28.71% from communication optical components, and 4.46% from other sources [1] - The company reported a trading volume of 3.85 billion CNY and a turnover rate of 4.56% [1] Group 2 - Among the top ten circulating shareholders of Dongtian Micro, a fund under the Fortune Fund, specifically the Fortune Innovation Technology Mixed A (002692), has recently entered the list, holding 750,000 shares, which accounts for 1.28% of the circulating shares [2] - The Fortune Innovation Technology Mixed A fund, established on June 16, 2016, has a current scale of 3.781 billion CNY, with a year-to-date return of 2.94%, ranking 5808 out of 8846 in its category, and a one-year return of 139.69%, ranking 21 out of 8091 [2]

Investment Rating - The report recommends a "Buy" rating for key companies in the optical communication sector, specifically highlighting the "Four Little Dragons 3.0" [10]. Core Insights - The investment logic in optical communication is shifting from leading companies to high-resilience, high-barrier, or core-positioned quality targets as the global AI computing competition intensifies [1][19]. - The report emphasizes the importance of companies with clear technological positioning and performance delivery capabilities in the emerging "Four Little Dragons 3.0" [1][19]. Summary by Sections Historical Perspective: Growth Logic of "Four Little Dragons" - In 2019, the report recommended the first generation of "Four Little Dragons" including Taicheng Light, New Yisheng, Tianfu Communication, and Quartz Co. [2][20]. - By the end of 2024, the second generation included Taicheng Light, Dekeli, Yuanjie Technology, and Tengjing Technology, benefiting from AIDC construction and optical module iteration [2][20]. Future Outlook: Rise of "Four Little Dragons 3.0" - The report suggests focusing on the new generation of "Four Little Dragons 3.0": Dongtianwei, Kecuan Technology, Huilv Ecology, and Zhishang Technology, as silicon photonics technology penetration increases [3][21]. - Dongtianwei is positioned in the upstream core components of optical communication, with a complete product matrix and proactive capacity expansion [21]. - Kecuan Technology benefits from the continuous penetration of silicon photonics, having launched its first 400G/800G high-speed optical module production line [21]. - Zhishang Technology is expected to benefit from the implementation of CPO, producing high-density optical connection solutions [22]. - Huilv Ecology is expanding into the high-speed optical module sector through acquisitions, establishing a comprehensive product matrix from 10G to 1.6T [24]. Investment Strategy - The report recommends focusing on companies in the optical communication sector such as Zhongji Xuchuang, New Yisheng, Tianfu Communication, Taicheng Light, and Tengjing Technology, among others [8][13]. - It also highlights the importance of companies involved in copper links, computing equipment, liquid cooling, edge computing platforms, and satellite communication [8][13]. Market Performance - The communication sector has shown strong performance, with the optical communication index rising by 2.6% and the IoT sector outperforming with a 4.8% increase [16][18].

Group 1 - The core point of the news is that Dongtian Micro has seen a slight increase in stock price, reaching 153.86 yuan per share, with a total market capitalization of 12.32 billion yuan as of the report date [1] - Dongtian Micro, established on July 24, 2009, specializes in the research, production, and sales of precision optical film components, with its main revenue sources being imaging optical components (66.83%), communication optical components (28.71%), and other revenues (4.46%) [1] - The company is located in Hubei Province and Guangdong Province, indicating a geographical presence that may support its operational capabilities [1] Group 2 - According to the data, Huaxia Fund's Huaxia Excellent Growth Mixed A Fund has entered the top ten circulating shareholders of Dongtian Micro, holding 642,200 shares, which is 1.1% of the circulating shares [2] - The fund has generated an estimated floating profit of approximately 4.71 million yuan as of the report date [2] - Huaxia Excellent Growth Mixed A Fund was established on August 12, 2025, with a current scale of 956 million yuan and a year-to-date return of 2.82%, ranking 5025 out of 8838 in its category [2]

Market Overview - The optical and optoelectronic sector experienced a decline of 2.79% on January 13, with Lianjian Optoelectronics leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Major stocks in the optical and optoelectronic sector showed varied performance, with Dalu Technology rising by 7.01% to a closing price of 33.60 [1] - Lianjian Optoelectronics saw a significant drop of 10.81%, closing at 8.42 [2] - Other notable declines included Dongtian Micro (-9.75%), Fumi Co. (-8.91%), and Sanan Optoelectronics (-8.67%) [2] Trading Volume and Capital Flow - The optical and optoelectronic sector had a net outflow of 2.389 billion yuan from institutional investors, while retail investors saw a net inflow of 2.026 billion yuan [2] - The trading volume for Lianjian Optoelectronics was 1.4719 million shares, contributing to a total transaction value of 1.274 billion yuan [2] Individual Stock Capital Flow - Among the stocks, BOE Technology had a net inflow of 364 million yuan from institutional investors, while retail investors experienced a net outflow of 2.09 billion yuan [3] - TCL Technology also reported a net inflow of 174 million yuan from institutional investors, with a net outflow of 1.89 billion yuan from retail investors [3]

Company Overview - Dongtian Microelectronics Co., Ltd. is located in Hubei Province and was established on July 24, 2009, with its listing date on May 24, 2022 [1] - The company specializes in the research, production, and sales of precision optical film components [1] - The revenue composition includes imaging optical components at 66.83%, communication optical components at 28.71%, and other income at 4.46% [1] Stock Performance - As of January 13, Dongtian's stock price decreased by 5.14%, trading at 154.00 CNY per share, with a total transaction volume of 547 million CNY and a turnover rate of 5.89% [1] - The total market capitalization of the company is 12.332 billion CNY [1] Shareholder Information - Huashang Fund's Huashang Zhiyuan Return Mixed A (024459) has entered the top ten circulating shareholders, holding 588,100 shares, which is 1% of the circulating shares [2] - The estimated floating loss for Huashang Zhiyuan Return Mixed A today is approximately 4.9106 million CNY [2] - The fund was established on July 15, 2025, with a current scale of 1.995 billion CNY and a year-to-date return of 2.97%, ranking 5434 out of 8836 in its category [2]

Market Overview - As of January 9, the Shanghai Composite Index closed at 4120.43 points, up 37.45 points, with a gain of 0.92% [1] - The Shenzhen Component Index closed at 14120.15 points, up 160.67 points, with a gain of 1.15% [1] - The ChiNext Index closed at 3327.81 points, up 25.51 points, with a gain of 0.77% [1] High Turnover Stocks - A total of 168 A-shares had a turnover rate exceeding 20% on January 9, indicating significant trading activity [1] - Notable stocks with high turnover rates include: - Shaoyang Hydraulic (301079) with a turnover rate of 58.67% and a price increase of 17.84% [1] - Snowman Group (002639) with a turnover rate of 57.82% and a price increase of 1.70% [1] - Hualing Cable (001208) with a turnover rate of 56.20% and a price increase of 2.08% [1] - Leike Defense (002413) with a turnover rate of 47.74% and a price increase of 3.45% [1] - Yuyin Co., Ltd. (002177) with a turnover rate of 45.68% and a price increase of 6.97% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates include: - Nabichuan (301667) with a turnover rate of 45.43% and a price increase of 4.13% [1] - Aipeng Medical (300753) with a turnover rate of 43.85% and a price decrease of 8.66% [1] - Nanxing Co., Ltd. (002757) with a turnover rate of 43.49% and a price increase of 5.17% [1] - Innovation Medical (002173) with a turnover rate of 42.68% and a price increase of 10.00% [1] - Tianlong Group (300063) with a turnover rate of 42.29% and a price increase of 20.02% [1]

Group 1 - The stock of Dongtian Micro increased by 5.23% on January 9, reaching a price of 172.58 yuan per share, with a trading volume of 1.481 billion yuan and a turnover rate of 15.95%, resulting in a total market capitalization of 13.82 billion yuan [1] - Dongtian Micro Technology Co., Ltd. specializes in the research, production, and sales of precision optical film components, with its main business revenue composition being 66.83% from imaging optical components, 28.71% from communication optical components, and 4.46% from other revenues [1] Group 2 - Hengyue Fund holds a significant position in Dongtian Micro through its Hengyue Growth Select Mixed A Fund (010622), which held 277,800 shares, accounting for 3.57% of the fund's net value, making it the eighth largest holding [2] - The Hengyue Growth Select Mixed A Fund has a total scale of 473 million yuan, with a year-to-date return of 8.42%, ranking 462 out of 8,827 in its category, and a one-year return of 91.62%, ranking 246 out of 8,084 [2] Group 3 - The fund manager of Hengyue Growth Select Mixed A Fund is Liao Mingbing, who has a tenure of 5 years and 182 days, with the fund's total asset size at 955 million yuan [3] - During Liao Mingbing's tenure, the best fund return was 67.76%, while the worst return was -41.96% [3]