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东田微(301183.SZ):预计2025年净利润同比增长71.98%~97.06%
Ge Long Hui A P P· 2026-01-27 13:44
Core Viewpoint - Dongtian Micro (301183.SZ) expects a net profit attributable to shareholders of 96 million to 110 million yuan for 2025, representing a year-on-year growth of 71.98% to 97.06% [1] Group 1: Imaging Optical Business - The imaging optical business is experiencing steady growth, with significant increases in the shipment volume of spin-coated optical filters due to rising penetration rates in domestic smartphone brands [1] - The concentration in the optical filter industry has led to increased order demand for ordinary infrared cutoff filters, contributing to a steady rise in shipment volume [1] Group 2: Communication Optical Business - The communication optical business is rapidly expanding, driven by the continuous increase in AI computing power demand, resulting in significant growth in the demand for high-speed optical modules in the data communication market [1] - Sales revenue from high-speed optical module WDM filters and optical isolators has seen rapid increases due to this demand [1] Group 3: Other Revenue - Other revenue primarily comes from the sales of coating materials and molds for aspherical products, with increased customer demand leading to higher shipment volumes [1]
东田微:2025年净利润同比预增71.98%~97.06%
Mei Ri Jing Ji Xin Wen· 2026-01-27 08:52
Core Viewpoint - The company, Dongtian Micro (301183), expects a net profit of 96 million to 110 million yuan for 2025, representing a year-on-year growth of 71.98% to 97.06% [2] Group 1: Business Performance - The imaging optics business is steadily growing [2] - The communication optics business is rapidly expanding [2] - Other income is primarily from the company's coating materials and non-spherical product mold revenue, driven by increased customer demand and higher shipment volumes [2]