Financial Performance - The company achieved operating revenue of 37,628.99 thousand yuan, a year-on-year increase of 42.29% [2] - Net profit attributable to shareholders reached 5,068.40 thousand yuan, up 107.35% year-on-year [2] - Revenue from imaging optical components was 25,146.40 thousand yuan, reflecting a 22.54% increase, driven by higher shipment volumes of infrared cutoff filters [2] - Revenue from communication optical components was 10,803.25 thousand yuan, a significant increase of 113.72%, attributed to the growing demand for high-speed optical modules [2] Gross Margin Insights - Imaging optical components' gross margin improved by 4.72 percentage points, mainly due to the increased revenue share of high-margin spin-coated filters and slight reductions in unit costs [3] - Communication optical components' gross margin rose by 10.24 percentage points, driven by optimized customer structure and higher revenue share of high-margin products [3] - Future gross margin improvements are anticipated as product structure optimization and scale effects continue [3] Product Development and Market Position - The company has completed the product line setup for optical isolators, with current capacity meeting order and customer demand [3] - The global supply of Faraday rotators is primarily dominated by foreign manufacturers, with domestic suppliers having limited output; market demand is increasing, leading to potential price adjustments [3] - The company is expanding its product range in optical communications, moving from low-speed to high-speed modules, with products like WDM filters and prisms already in sample or small batch production [4] Customer Engagement and Future Plans - The company is actively engaging with various customers across the spectrum of low-speed to high-speed optical communication products, particularly in the data communication market [4] - Decisions regarding overseas factory establishment will be driven by customer demand, with a commitment to respond proactively [4]

Group 1 - The core viewpoint is that Dongtian Micro (301183.SZ) does not currently produce Faraday rotation plates, which are essential raw materials for manufacturing optical isolators [1] - The company procures Faraday rotation plates for the production of optical isolators [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司的法拉第旋转片覆盖国内百分之多少的光模块企 业？面对市场需求增长，如何确保供应稳定？ 东田微（301183.SZ）7月31日在投资者互动平台表示，法拉第旋转片是一种具有磁光效应的晶体材料， 是生产光隔离器的关键原材料。公司目前不生产法拉第旋转片。公司采购法拉第旋转片用于生产光隔离 器。 ...

现已获得下游客户数千万元的订单，多款产品实现批量出货。 微信公众号｜ipozaozhidao 据IPO早知道消息，成都飞锐特科技有限公司（以下简称"飞锐特"）日前完成数千万元人民币的A轮 融资，本轮融资由川流投资领投，道翼资本参投。 本轮资金将主要用于法拉第旋转片产品的扩产、毫米波铁氧体单晶等多种晶体材料及元器件产品的研 发。其中，法拉第旋转片是光模块的核心材料，毫米波铁氧体单晶是毫米波通信的核心材料。 在此之前，飞锐特于2023年9月获得北极光创投的天使轮投资；后于2024年10月完成由毅达资本领 投，苏高新创投、道翼资本、北极光创投参投的Pre-A轮融资。 成立于2023年6月的飞锐特由电子科技大学电子薄膜与集成器件国家重点实验室孵化。作为一家光 电、半导体领域的晶体材料及元器件核心产品厂商，现有主要产品包括法拉第旋转片、毫米波环行 器、磁光检测晶圆等。目前，飞锐特已获得下游客户数千万元的订单，多款产品实现批量出货。 本文由公众号IPO早知道（ID：ipozaozhidao）原创撰写，如需转载请联系C叔↓↓↓ 本文为IPO早知道原创 作者｜Stone Jin 穹彻智能获红杉中国领投数亿元 Pre-A+轮融 ...