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: Market Demand and Supply - The demand for optical isolators is expected to grow alongside advancements in AI and cloud computing, which drive the need for high-speed optical modules [3] - The global supply chain for Faraday rotators, a key component of optical isolators, is primarily dominated by foreign manufacturers, leading to a tight supply-demand relationship [3] - The company has completed the initial setup of its optical isolator production line and is capable of meeting customer order demands [2][3] Group 3: Product Development and Performance - The company's spin-coated filters significantly enhance image quality by reducing red ghosting and are primarily used in mid to high-end smartphones [4] - Since the successful development and mass production of spin-coated filters in 2023, the product has shown stable growth in shipment volume, contributing significantly to the company's revenue [4] - The global market for spin-coated filters is expected to grow rapidly in the coming years, with low current penetration in smartphones indicating substantial market potential [4] Group 4: Future Outlook - The company remains focused on the R&D and manufacturing of precision optical components, with optical communication components being a core strategic business area [3][4] - The management is optimistic about future growth opportunities, driven by ongoing technological upgrades in the smartphone market and the increasing demand for high-performance optical components [4] - However, the company's performance may be influenced by various factors, including macroeconomic conditions, industry policies, market demand, and technological advancements [4]

每经AI快讯，12月31日，CPO概念股午后下挫，赛微电子跌超9%，天孚通信、光库科技、东田微跌超 5%，剑桥科技、中际旭创、景旺电子纷纷下挫。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the news is that Dongtian Micro has experienced significant stock price fluctuations and strong financial performance in 2023, with a notable increase in revenue and net profit [1][2]. - As of December 31, Dongtian Micro's stock price decreased by 2.66% to 160.52 CNY per share, with a total market capitalization of 12.854 billion CNY [1]. - The company has seen a year-to-date stock price increase of 199.06%, with a recent decline of 3.41% over the last five trading days [1]. Group 2 - Dongtian Micro's revenue for the period from January to September 2025 reached 637 million CNY, representing a year-on-year growth of 53.91%, while the net profit attributable to shareholders was 80.03 million CNY, up 99.20% [2]. - The company has made a total cash distribution of 20 million CNY since its A-share listing [3]. - As of September 30, 2025, new institutional shareholders have entered the top ten circulating shareholders, including Fu Guo Innovation Technology Mixed A and Hua Xia Excellent Growth Mixed A [3].

Group 1 - The lidar sector experienced a decline of 1.64% [1] - Dongtian Micro fell by 5.24% [1] - Tengjing Technology decreased by 5.13% [1] - Haon Automotive Electric dropped by 4.92% [1] - Wanlong Optoelectronics, Shijia Photonics, and Saiwei Electronics all fell by over 3% [1]

Group 1 - The optical communication module sector experienced a decline of 1.06% [1] - Dongtian Micro fell by 3.78% [1] - Yuanjie Technology decreased by 2.36% [1] - Zhongji Xuchuang dropped by 1.7% [1]

证券代码：301183 证券简称：东田微 公告编号：2025-045 湖北东田微科技股份有限公司 关于 2024 年限制性股票激励计划第一个归属期 归属结果暨股份上市的公告 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。 重要内容提示： 本次归属股票来源：公司向激励对象定向发行的公司 A 股普通股股票。 湖北东田微科技股份有限公司（以下简称"公司"）近日完成了 2024 年限 制性股票激励计划（以下简称"本激励计划"）第一个归属期激励对象归属股份的 登记工作。现将有关情况公告如下： 一、2024 年限制性股票激励计划简述 （一）2024 年限制性股票激励计划简述 《2024 年限制性股票激励计划（草案）》（以下简称"《激励计划（草案）》" 或"本激励计划"）已经公司 2024 年第一次临时股东大会审议通过，主要内容 如下： 1、激励工具：第二类限制性股票。 2、标的股票来源：公司向激励对象定向发行的公司 A 股普通股股票。 3、授予价格：19.56 元/股（调整前）。 4、激励对象：本激励计划授予的激励对象共 76 人，包括公司公告本激励 计划时在本公司（含控 ...

东方证券股份有限公司 关于湖北东田微科技股份有限公司 2025 年持续督导培训报告 深圳证券交易所： 保荐机构通过现场授课与发送学习资料自学相结合的方式，对东田微相关人 员进行了专项培训。具体培训内容包括上市公司并购重组、再融资相关规定和最 新政策解读等。 通过此次培训，公司实际控制人、董事、高级管理人员以及中层以上管理人 员等相关人员加深了对中国证券监督管理委员会和深圳证券交易所相关法律、法 规、相关业务规则的了解和认识，明晰了自身的职权、义务与法律责任。此次培 训有助于进一步提升东田微的规范运作水平。本次培训达到了预期的目标，取得 了良好的效果。 东方证券股份有限公司（以下简称"东方证券"或"保荐机构"）作为湖北东田 微科技股份有限公司（以下简称"东田微"或"公司"）首次公开发行股票并上市的 保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所股票上市 规则》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等相关 规定，对东田微进行了 2025 年度持续督导培训，现将本次培训情况汇报如下： （以下无正文） 一、本次培训的基本情况 | 培训时间 | 月 2025 12 5 | 年 | ...

Market Performance - The F5G concept index declined by 0.44%, ranking among the top losers in the concept sector as of the market close on December 19 [1] - Notable decliners within the F5G sector included Dekoli, Dongtianwei, and Shijia Photon, while the top gainers were Hengtong Optic, Fenghuo Communication, and CITIC Heavy Industries, with respective increases of 5.13%, 4.83%, and 1.77% [1] Capital Flow - The F5G concept sector experienced a net outflow of 170 million yuan, with 26 stocks seeing net outflows, and 7 stocks with outflows exceeding 50 million yuan [2] - Shijia Photon led the outflow with a net withdrawal of 254 million yuan, followed by Tongyu Communication, Dongtianwei, and Dekoli, which had net outflows of 163 million yuan, 122 million yuan, and 108 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflows included Fenghuo Communication, Guangxun Technology, and Hengtong Optic, attracting net inflows of 500 million yuan, 213 million yuan, and 81 million yuan respectively [2][3]

Core Viewpoint - Dongtian Micro (301183) does not currently produce Faraday rotation chips, which are key raw materials for optical isolators [1] Group 1: Company Operations - The company is involved in the procurement of materials necessary for the production of optical isolators [1] - Research and development of advanced materials is characterized by long cycles, high investment, and significant technical uncertainty [1] - The company maintains a cautious approach to R&D investments and continuously evaluates the technical feasibility and commercial prospects of such projects [1] Group 2: Information Disclosure - The company commits to fulfilling its information disclosure obligations for any significant progress that meets disclosure standards [1] - It strictly adheres to laws, regulations, and exchange rules to ensure all investors receive equal and timely information [1] - There is no occurrence of selective disclosure or insider information leakage [1]

Group 1: Market Performance - The three major indices strengthened, with the Shanghai Composite Index rising by 0.41%, the Shenzhen Component Index by 0.84%, and the ChiNext Index by 0.97%, while the Sci-Tech Innovation 50 Index increased by 1.74% [2] - Over 2,500 stocks in the two markets saw gains, with a total trading volume reaching approximately 2.09 trillion yuan [2] Group 2: Precious Metals Sector - The precious metals sector was notably strong, with stocks like Zhaojin Mining (000506.SZ) rising by 7.8%, and other companies such as Xiaocheng Technology (300139.SZ), Western Gold (601069.SH), Shandong Gold (600547.SH), and Hunan Silver (002716.SZ) also experiencing increases [2] - The Federal Reserve's decision to cut interest rates by 25 basis points on December 11, 2025, cumulatively lowering rates by 75 basis points, has boosted precious metal prices, alongside heightened expectations for future rate cuts and rising inflation [2] Group 3: Electric Grid Equipment Sector - Electric grid equipment stocks also performed well, with Tongguang Cable (300265.SZ) and Zhongneng Electric (300062.SZ) both rising by 20%, while companies like Xinte Electric (301120.SZ), Jiusheng Electric (301082.SZ), and China Western Power (601179.SH) saw significant gains [2] - The global energy transition and AI computing power growth are driving the evolution of electric grid systems towards smarter and more resilient designs, creating historic opportunities for domestic power equipment leaders with technological advantages and export capabilities [3] Group 4: Commercial Aerospace Sector - The commercial aerospace sector remained active, with stocks such as Superjet Co. (301005.SZ) rising by 20%, Srey New Materials (688102.SH) by 17.58%, and Aerospace Power (600343.SH) by 10% [3] - A successful launch of the Long March 12 rocket on December 12, 2025, which placed 16 low-orbit satellite internet satellites into orbit, highlights the growth potential of China's commercial aerospace industry, projected to reach a scale of 2.8 trillion yuan by 2025 [3] Group 5: Computing Hardware Sector - The computing hardware sector showed repeated activity, with stocks like Lian Te Technology (301205.SZ) increasing by 15.87%, and others such as Changxin Bochuang (300548.SZ), Dongtianwei (301183.SZ), and Tengjing Technology (688195.SH) also performing well [4] - According to TrendForce, the global market for optical transceiver modules over 800G is expected to grow significantly, with projections of 24 million units by 2025 and nearly 63 million by 2026, indicating a growth rate of 2.6 times [4]