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]

Group 1 - The CPO concept experienced a volatile decline in early trading, with several companies in the sector facing significant drops in stock prices [1] - New Yi Sheng, Dong Tian Wei, Hui Lv Ecology, and Heng Dong Guang all saw declines exceeding 5% [1] - Other companies such as Zhong Ji Xu Chuang, Teng Jing Ke Ji, Yuan Jie Ke Ji, and Tai Chen Guang also followed the downward trend [1]

Core Viewpoint - Dongtian Micro's spin-coated optical filters are an upgraded product that effectively suppresses red light halos and ghosting issues in camera imaging, significantly enhancing image quality, primarily used in mid-to-high-end and flagship smartphones [1] Company Performance - Since its mass production in 2023, the product's shipment volume has shown stable growth, contributing significantly to the company's performance increase [1] - The company anticipates a broad market space for its products alongside the upgrade of imaging technology in smartphones [1]

（文章来源：证券日报） 证券日报网1月6日讯 ，东田微在接受调研者提问时表示，在光通信领域，光隔离器是公司重点发展的 核心产品之一。为抓住市场机遇，公司正积极投入，包括购置设备、增加人员以扩充产能，提升产品交 付能力。需要说明的是，光隔离器的核心原材料法拉第旋转片目前主要依赖外部采购，公司根据生产需 要进行采购。全球AI算力建设带动的高速光模块需求旺盛，对上游光学元器件提出了持续要求，但公 司具体业绩仍受市场需求、供应链、技术迭代等多重因素影响，存在不确定性。 ...

证券日报网1月6日讯 ，东田微在接受调研者提问时表示，公司的旋涂滤光片是普通滤光片的升级产 品，其核心价值在于能有效抑制摄像头成像中的红光光晕和鬼影问题，大幅提升成像质量，主要应用于 中高端及旗舰智能手机。自2023年该产品研发成功并量产后，出货量始终保持稳定增长，为公司贡献了 较大的业绩增量。根据第三方机构（QYResearch）的研究，全球旋涂滤光片市场未来几年预计将保持 快速增长。目前该产品在智能手机中的渗透率仍较低，伴随智能手机影像技术的持续升级，其市场空间 广阔。 （文章来源：证券日报） ...

Company Insights - The company has completed the initial setup of its optical isolator product line and has achieved bulk delivery to some customers [2] - The current production capacity is well-prepared to respond to and meet customer order demands [2] Industry Trends - The evolution of technologies such as artificial intelligence and cloud computing continues to drive the construction and upgrade of global data centers, which in turn increases the demand for high-speed optical modules [2] - As a core component of optical modules, the market demand for optical isolators is expected to maintain a growth trend alongside industry development [2]

证券日报网1月6日讯 ，东田微在接受调研者提问时表示，光隔离器是光通信系统中的关键无源器件， 主要应用于防止光信号反向反射干扰，对保障高速光模块等设备的稳定运行具有重要作用。 （文章来源：证券日报） ...

Core Viewpoint - The company highlights that the Faraday rotator is a core component of optical isolators, with the global supply chain predominantly reliant on foreign manufacturers, leading to a tight supply-demand relationship due to increased downstream demand for high-speed optical modules [1] Group 1: Company Insights - The company currently relies on external procurement for the Faraday rotators used in its optical isolator production [1] - The company has implemented supply chain management strategies to adapt to market changes based on production needs [1] Group 2: Industry Context - The overall market for optical isolators is experiencing tension in supply and demand, primarily driven by rising demand for high-speed optical modules [1] - There are few domestic manufacturers capable of producing the Faraday rotator, indicating a potential area for growth and investment in the industry [1]

每经头条（nbdtoutiao）——原指导价34.99万的宝马裸车价22.5万元，多家车企还补贴购置税！2026开 年车市火爆，销售从早到晚忙到没空吃饭 （记者 王晓波） 每经AI快讯，东田微发布公告称，2026年1月6日，东田微接受永赢基金等投资者调研，公司董秘兼财 务总监李广华、证券事务代表胡玉兰参与接待，并回答了投资者提出的问题。 ...