长城久恒混合A（200001）基金经理为储雯玉。 11月26日，东田微涨5%，截至发稿，报100.99元/股，成交4.41亿元，换手率7.73%，总市值80.79亿元。 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）三季度持有股数5.8万股，占 基金净值比例为3.8%，位居第九大重仓股。根据测算，今日浮盈赚取约27.9万元。 长城久恒混合A（200001）成立日期2003年10月31日，最新规模1.09亿。今年以来收益42.33%，同类排 名1068/8134；近一年收益41.84%，同类排名1172/8056；成立以来收益530.84%。 截至发稿，储雯玉累计任职时间10年203天，现任基金资产总规模1.54亿元，任职期间最佳基金 ...

11月25日，东田微涨5.32%，截至发稿，报95.80元/股，成交1.77亿元，换手率3.21%，总市值76.64亿 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%。 华商致远回报混合A（024459）成立日期2025年7月15日，最新规模19.95亿。成立以来收益37.53%。 华商致远回报混合A（024459）基金经理为张明昕。 截至发稿，张明昕累计任职时间267天，现任基金资产总规模96.03亿元，任职期间最佳基金回报 75.06%， 任职期间最差基金回报-4.69%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从东田微十大流通股东角度 数据显示，华商 ...

Core Viewpoint - Dongtian Micro's stock has experienced significant fluctuations, with a year-to-date increase of 77.53% but a recent decline of 11.60% over the past five trading days [1] Financial Performance - For the period from January to September 2025, Dongtian Micro achieved a revenue of 637 million yuan, representing a year-on-year growth of 53.91% [2] - The net profit attributable to shareholders for the same period was 80.03 million yuan, showing a remarkable year-on-year increase of 99.20% [2] Stock Market Activity - As of November 5, Dongtian Micro's stock price was 95.29 yuan per share, with a trading volume of 141 million yuan and a turnover rate of 2.49% [1] - The company has been active in the stock market, appearing on the "龙虎榜" (top trading list) four times this year, with the most recent appearance on August 28 [1] Shareholder Information - As of September 30, the number of shareholders for Dongtian Micro increased to 20,600, up by 8.22% from the previous period [2] - The average number of circulating shares per shareholder decreased by 7.59% to 2,849 shares [2] Dividend Distribution - Since its A-share listing, Dongtian Micro has distributed a total of 20 million yuan in dividends [3] Institutional Holdings - As of September 30, 2025, several new institutional shareholders have entered the top ten list, including 富国创新科技混合A and 华夏卓越成长混合A, with respective holdings of 750,000 shares and 642,200 shares [3]

Core Viewpoint - Dongtianwei is a leading optical device manufacturer in China, focusing on the research, production, and sales of precision optoelectronic thin-film components, with a strong technical advantage in the optical communication field [1] Group 1: Business Performance - In Q3 2025, Dongtianwei achieved a revenue of 637 million yuan, ranking 15th in the industry out of 26 companies [2] - The company's net profit for the same period was 80.03 million yuan, ranking 8th in the industry [2] - The main business composition includes imaging optical components at 251 million yuan (66.83%) and communication optical components at 108 million yuan (28.71%) [2] Group 2: Financial Ratios - As of Q3 2025, Dongtianwei's debt-to-asset ratio was 30.70%, lower than the industry average of 36.11% [3] - The gross profit margin for the same period was 26.18%, slightly below the industry average of 26.98% [3] Group 3: Executive Compensation - The chairman, Gao Denghua, received a salary of 452,200 yuan in 2024, an increase of 47,300 yuan from 2023 [4] - The general manager, Xie Yun, also received a salary of 452,200 yuan in 2024, up by 72,300 yuan from 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 8.22% to 20,600 [5] - The average number of circulating A-shares held per shareholder decreased by 7.59% to 2,849.7 [5] Group 5: Growth Prospects - Dongtianwei's revenue for the first three quarters of 2025 was 640 million yuan, a year-on-year increase of 53.9% [6] - The company is expected to benefit from the growing demand for high-speed optical modules driven by AI computing power [6] - The establishment of a full product matrix and continuous R&D investment positions the company favorably for future growth [6]

Group 1 - The stock of Dongtian Micro fell by 5.01% on October 29, closing at 106.39 CNY per share, with a trading volume of 570 million CNY and a turnover rate of 8.90%, resulting in a total market capitalization of 8.511 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. The revenue composition includes imaging optical components at 66.83%, communication optical components at 28.71%, and other income at 4.46% [1] Group 2 - Hengyue Fund holds a significant position in Dongtian Micro through its Hengyue Growth Selected Mixed A Fund (010622), which held 277,800 shares as of the third quarter, accounting for 3.57% of the fund's net value, making it the eighth largest holding. The estimated floating loss today is approximately 1.5585 million CNY [2] - The Hengyue Growth Selected Mixed A Fund was established on February 9, 2021, with a current size of 473 million CNY. Year-to-date returns are 78.38%, ranking 265 out of 8,155 in its category, while the one-year return is 53.11%, ranking 834 out of 8,031. Since inception, the fund has experienced a loss of 11.81% [2] Group 3 - The fund manager of Hengyue Growth Selected Mixed A Fund is Liao Mingbing, who has been in the position for 5 years and 110 days. The total asset size of the fund is 955 million CNY, with the best return during his tenure being 67.76% and the worst return being -41.96% [3]

Core Viewpoint - Dongtian Micro's stock price has shown significant growth this year, with a year-to-date increase of 104.40%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Dongtian Micro achieved a revenue of 637 million yuan, representing a year-on-year growth of 53.91% [2]. - The net profit attributable to shareholders for the same period was 80.03 million yuan, reflecting a substantial year-on-year increase of 99.20% [2]. Stock Market Activity - As of October 29, Dongtian Micro's stock was trading at 109.71 yuan per share, with a market capitalization of 8.777 billion yuan [1]. - The stock experienced a decline of 2.04% on the same day, with a trading volume of 204 million yuan and a turnover rate of 3.12% [1]. - The stock has been active on the龙虎榜 (top trading list) four times this year, with the most recent appearance on August 28 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 20,600, up by 8.22% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 7.59% to 2,849 shares [2]. Dividend Distribution - Dongtian Micro has distributed a total of 20 million yuan in dividends since its A-share listing [3]. Institutional Holdings - As of September 30, 2025, several new institutional investors entered the top ten circulating shareholders, including 富国创新科技混合A and 华夏卓越成长混合A [3].

Core Insights - Dongtian Micro's stock price decreased by 2.27% on October 28, trading at 111.37 CNY per share with a market capitalization of 8.91 billion CNY [1] - The company has seen a significant stock price increase of 107.49% year-to-date, with a recent 7.60% rise over the last five trading days [1] - Dongtian Micro's revenue for the first nine months of 2025 reached 637 million CNY, a year-on-year growth of 53.91%, while net profit increased by 99.20% to 80.03 million CNY [2] Financial Performance - The company reported a cumulative cash distribution of 20 million CNY since its A-share listing [3] - As of September 30, 2025, the number of shareholders increased by 8.22% to 20,600, while the average number of circulating shares per person decreased by 7.59% to 2,849 shares [2] Shareholder Composition - Notable new institutional shareholders include: - Fortune Innovation Technology Mixed A, holding 750,000 shares, ranked as the eighth largest circulating shareholder [3] - Huaxia Excellent Growth Mixed A, holding 642,200 shares, ranked ninth [3] - Huashang Zhiyuan Return Mixed A, holding 588,100 shares, ranked tenth [3] - Huaxia Industry Prosperity Mixed A exited the top ten circulating shareholders list [3] Business Overview - Dongtian Micro specializes in the research, production, and sales of precision optical film components, with its main revenue sources being imaging optical components (66.83%) and communication optical components (28.71%) [1] - The company operates within the electronic-optical sector, focusing on optical components and is associated with concepts such as F5G, LiDAR, optical communication, CPO, and 5G [1]

Core Points - Dongtian Micro's stock price increased by 2.02% on October 22, reaching 105.59 CNY per share, with a trading volume of 391 million CNY and a turnover rate of 6.45% [1] - The company has seen a year-to-date stock price increase of 96.72%, with a 14.77% rise in the last five trading days [1] - Dongtian Micro's main business involves the research, production, and sales of precision optical film components, with revenue composition of 66.83% from imaging optical components and 28.71% from communication optical components [1] Financial Performance - For the first half of 2025, Dongtian Micro achieved a revenue of 376 million CNY, representing a year-on-year growth of 42.29%, and a net profit of 50.68 million CNY, up 107.35% year-on-year [2] - The company has distributed a total of 20 million CNY in dividends since its A-share listing [3] Shareholder Information - As of September 30, the number of shareholders increased to 20,600, up 8.22%, while the average circulating shares per person decreased by 7.59% to 2,849 shares [2] - Notable institutional holdings include Huaxia Industry Prosperity Mixed Fund, which holds 1.4991 million shares, a decrease of 26.45% from the previous period [3]

Group 1 - The core point of the news is that Dongtian Micro has seen a slight increase in stock price, reaching 100.86 CNY per share, with a market capitalization of 8.069 billion CNY 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 income (4.46%) [1] - The company is located in Hubei Province and Guangdong Province, and it was listed on May 24, 2022 [1] Group 2 - According to the data, Huaxia Fund's Huaxia Industry Prosperity Mixed A (003567) is among the top ten circulating shareholders of Dongtian Micro, having reduced its holdings by 264,500 shares in the second quarter [2] - As of the report, Huaxia Industry Prosperity Mixed A holds 1,499,100 shares, accounting for 2.56% of the circulating shares, with an estimated floating profit of approximately 7.3456 million CNY [2] - The fund has achieved a return of 48.82% year-to-date, ranking 708 out of 8162 in its category, and a one-year return of 56.9%, ranking 409 out of 8024 [2]

Group 1 - The core viewpoint of the news is that Dongtian Micro has shown significant stock performance and financial growth, with a notable increase in both stock price and revenue [1][2]. - As of October 16, Dongtian Micro's stock price increased by 2.21% to 94.03 CNY per share, with a total market capitalization of 7.522 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 75.18%, with a recent 5-day increase of 2.77% and a 60-day increase of 24.36% [1]. Group 2 - For the first half of 2025, Dongtian Micro reported a revenue of 376 million CNY, representing a year-on-year growth of 42.29%, and a net profit of 50.684 million CNY, which is a 107.35% increase [2]. - The company has distributed a total of 20 million CNY in dividends since its A-share listing [3]. - As of June 30, 2025, the number of shareholders increased to 20,600, with an average of 2,849 circulating shares per person, a decrease of 7.59% from the previous period [2][3].