2月26日，东田微涨5%，截至发稿，报165.46元/股，成交6.36亿元，换手率6.70%，总市值132.49亿元。 资料显示，湖北东田微科技股份有限公司位于湖北省当阳市玉泉办事处长坂路南段188号,广东省东莞市 万江街道蚬涌工业路8号，成立日期2009年7月24日，上市日期2022年5月24日，公司主营业务涉及精密 光电薄膜元件研发、生产和销售。主营业务收入构成为：成像类光学元器件66.83%，通信类光学元器 件28.71%，其他收入4.46%。 从基金十大重仓股角度 数据显示，长城基金旗下1只基金重仓东田微。长城久恒混合A（200001）四季度减持2.74万股，持有股 数3.06万股，占基金净值比例为3.59%，位居第九大重仓股。根据测算，今日浮盈赚取约24.11万元。 长城久恒混合A（200001）成立日期2003年10月31日，最新规模1.01亿。今年以来收益10.74%，同类排 名2020/8887；近一年收益41.11%，同类排名2119/8134；成立以来收益664.13%。 长城久恒混合A（200001）基金经理为储雯玉。 截至发稿，储雯玉累计任职时间10年295天，现任基金资产总规模1.4 ...

东田微在接受机构调研时透露，公司始终聚焦于精密光学元器件的研发与制造，成像类光学元器件是该 公司的基石业务和核心收入来源。东田微认为，人工智能、大数据、云计算等技术的快速发展，正在全 球范围内驱动数据中心基础设施的持续升级与扩容，这对高速率光模块以及其上游核心光学元器件带来 了长期的市场需求，通信类光学元器件业务已成为公司业绩增长的重要引擎。 责编：ZB 东田微创建于2009年10月，2022年5月在深交所创业板挂牌上市，专业从事光学薄膜、光学玻璃成型的 开发及应用，产品涉及手机、5G基站、数据中心、5G通讯、光纤入户、安防、车载、智慧座舱、无人 驾驶、激光雷达等多领域。2025年前三季度，东田微营业收入为6.37亿元，同比增长53.91%；净利润为 8003.03万元，同比增长99.2%。 东田微表示，报告期内，公司积极把握市场机遇，通过持续优化产品结构、加大市场开拓、提升产能利 用率，实现了经营业绩的显著增长。在东田微看来，2025年业绩增长主要驱动因素来自三方面，一是成 像光学业务稳步增长：随着旋涂滤光片在国产品牌智能手机中渗透率持续提升，公司该类产品出货量实 现大幅增长；同时，受益于滤光片行业集中度提 ...

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 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]

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]

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]

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 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 core viewpoint of the news is that Dongtian Micro is experiencing a slight increase in stock price, with a current trading price of 100.99 CNY per share and a total market capitalization of 8.079 billion CNY [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 income (4.46%) [1] Group 2 - From the perspective of fund holdings, Changcheng Fund has a significant position in Dongtian Micro, with its Changcheng Jiuheng Mixed A Fund holding 58,000 shares, representing 3.8% of the fund's net value, ranking as the ninth largest holding [2] - The Changcheng Jiuheng Mixed A Fund has achieved a year-to-date return of 42.33% and a one-year return of 41.84%, with a total fund size of 1.09 million CNY [2]

Group 1 - The core viewpoint of the news is that Dongtian Micro has shown a slight increase in stock price, reaching 95.80 CNY per share, with a total market capitalization of 7.664 billion CNY as of November 25 [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 income (4.46%) [1] - The trading volume for Dongtian Micro was 177 million CNY, with a turnover rate of 3.21% [1] Group 2 - Huashang ZhiYuan Return Mixed A Fund (024459) has entered the top ten circulating shareholders of Dongtian Micro, holding 588,100 shares, which accounts for 1% of the circulating shares [2] - The estimated floating profit for Huashang ZhiYuan Return Mixed A Fund today is approximately 2.8464 million CNY [2] - The fund was established on July 15, 2025, with a current scale of 1.995 billion CNY and a cumulative return of 37.53% since inception [3] Group 3 - The fund manager of Huashang ZhiYuan Return Mixed A Fund is Zhang Mingxin, who has been in the position for 267 days [4] - Under Zhang Mingxin's management, the fund's total asset scale is 9.603 billion CNY, with the best return during his tenure being 75.06% and the worst return being -4.69% [4]