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]

Market Overview - On July 16, the Shanghai Composite Index fell by 0.03%, with institutional investors appearing on the trading lists of 25 stocks, net buying 11 and net selling 14 [1][2] - The total net selling amount by institutional investors reached 1.015 billion yuan [1] Institutional Trading Activity - The stock with the highest net buying by institutional investors was Huahong Technology, which closed at the daily limit with a trading volume of 1.919 billion yuan and a turnover rate of 27.83%. The net buying amount was 112.81 million yuan [2][5] - Other notable stocks included Beifang Changlong, which rose by 6.59% with a turnover rate of 42.00% and a net buying amount of 70.49 million yuan [2][5] Performance of Net Bought Stocks - Stocks that were net bought by institutions saw an average increase of 5.35%, outperforming the Shanghai Composite Index. Stocks like Jujie Microfiber and Degute achieved daily limit increases [3] - Historical data indicates that stocks net bought by institutions have a 50.17% probability of rising the next day, with a 37.46% probability of increasing over the next three days [3] Earnings Forecasts - Among the stocks net bought by institutions, four have released half-year earnings forecasts, with Huahong Technology expected to see a net profit increase of 3384.71% [3] Net Sold Stocks - The stock with the highest net selling was C Huaxin, with a net selling amount of 999.70 million yuan. This stock had a significant net inflow of 3.172 billion yuan [3][6] - Annie Shares also saw substantial net selling, amounting to 247.11 million yuan, with a net outflow of 117 million yuan [3][6] Deep and Hong Kong Stock Connect Activity - On July 16, 12 stocks on the trading list had participation from the Shenzhen and Shanghai Stock Connect, with net buying in stocks like Hengbao Co. and Dawi Technology [7][8] - Hengbao Co. had a net buying amount of 160.75 million yuan, while stocks like Zhongdian Port and Qianhong Pharmaceutical experienced net selling [7][9]

Core Viewpoint - Dongtianwei (301183) experienced a significant increase in stock price, rising by 9.58% with a trading volume of 1.81 billion yuan and a turnover rate of 41.94% [1][2] Trading Activity - The stock saw net buying from institutional special seats amounting to 14.03 million yuan, while one institutional special seat recorded a net selling of 12.48 million yuan, and a trading seat known as "Shouxin Yi" had a net selling of 26.13 million yuan [1][2] Market Performance - The latest price of Dongtianwei is 75.61 yuan, with a notable increase of 9.58% compared to previous trading sessions [2] - The total buying amount from institutions reached 321.23 million yuan, while total selling amounted to 206.51 million yuan, resulting in a net difference of 114.71 million yuan [2]

Core Viewpoint - The A-share market showed mixed performance with the ChiNext index rising by 0.64% while the Shanghai Composite Index and Shenzhen Component Index fell by 0.93% and 0.26% respectively, indicating a slight weakness in the overall market sentiment [1] Market Performance - As of midday, the Shanghai Composite Index decreased by 0.93%, the Shenzhen Component Index fell by 0.26%, and the ChiNext index increased by 0.64% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.08 trillion yuan, an increase of 108.5 billion yuan compared to the previous trading day [1] Sector Highlights - The main focus of the market was on computing power concepts, with most stocks in the two markets showing negative performance [1] - The CPO concept stocks rose against the trend, with New Yi Sheng hitting the daily limit and reaching a historical high, while Dongtianwei, Zhongji Xuchuang, and Shijia Guangzi all increased by over 10% [1] - The coal mining sector experienced low fluctuations in the morning, with Dayou Energy and Shanxi Black Cat both dropping by over 7% [1] - The electricity sector continued to weaken, with Huayin Power hitting the daily limit down [1] - The real estate sector saw a pullback, with Greenland Holdings also hitting the daily limit down [1]

Group 1 - The A-share CPO concept stocks experienced a surge at the beginning of trading, with New Yisheng's stock price hitting the daily limit and reaching a new high [1] - Other companies such as Zhongji Xuchuang, Shijia Guangzi, Tianfu Communication, Pengding Holdings, and Dongtian Micro also saw their stock prices rise in response [1]

Group 1 - The core viewpoint of the article highlights the strong performance of computing hardware stocks, particularly in the PCB sector, with Dongshan Precision rising over 7% to reach a historical high and a total market capitalization exceeding 85 billion [1] - The article notes that other companies in the sector, such as Tongguan Copper Foil, have also seen significant gains, with a 20% limit up, and several others like Jinan Guoji, Yihua New Materials, Honghe Technology, Changguang Huaxin, Dongtian Micro, and Guanghe Technology rising over 5% [1] - The driving force behind this growth is attributed to the increasing capital expenditures of cloud service providers like Microsoft and Google, which are expected to grow over 30% year-on-year by 2025, alongside domestic companies like Alibaba and Tencent, with projected capital expenditures exceeding 120 billion and 80 billion respectively [1]

Group 1: Company Overview and Business Development - Dongtian Micro currently does not produce Faraday rotation plates but procures them for optical isolator production [1] - In 2024, the company's optical communication business achieved revenue of 1.24 billion yuan, a year-on-year growth of 101.65% [1] - The company aims to strengthen its existing business while seizing opportunities in the data communication market, focusing on the delivery of optical isolators and the development of new products like z-blocks and optical components [1] Group 2: Market Trends and Product Outlook - The global smartphone shipment in 2024 is projected to reach 1.24 billion units, a year-on-year increase of 6.4%, with China's market expected to see shipments of approximately 400 million units, growing by 2.86% [2] - The demand for high-speed optical modules, particularly 800G and 1.6T products, is expected to rise due to increasing AI computing power, driving the need for optical components [2] - The market for smartphone micro-prisms is significant, with high unit value and low current penetration, indicating substantial growth potential [2] Group 3: Technological Advancements - The spin-coating filter technology offers high absorption rates in the near-infrared spectrum, significantly improving image quality for high-end smartphone cameras [2]

证券代码：301183 证券简称：东田微 公告编号：2025-023 湖北东田微科技股份有限公司 2024 年年度权益分派实施公告 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。 湖北东田微科技股份有限公司（以下简称"公司"或"本公司"）2024年年度权 益分派方案已获2025年5月13日召开的2024年年度股东大会审议通过。现将权益 分派事宜公告如下： 一、股东大会审议通过权益分派方案情况 1、公司于 2025 年 5 月 13 日召开 2024 年年度股东大会，审议通过《关于 2024 年度利润分配预案的议案》，2024 年年度权益分派方案的具体内容为：以 总股本 8,000 万股为基数，拟向全体股东每 10 股派发现金红利 1.25 元人民币（含 税），共计派发现金红利 1,000 万元（含税），其余未分配利润结转下年；不送 红股，也不进行资本公积金转增。若在利润分配预案披露日至实施权益分派股权 登记日期间，公司总股本发生变动的，则以实施分配方案时股权登记日的享有利 润分配权的股份总额为基数，公司将按照分配比例不变的原则对分配总额进行调 整。 2、自本次 ...