长江商报消息 ●长江商报记者 李璟 业绩显著增长，东田微（301183.SZ）加大产业布局。 2月6日晚，东田微发布公告，公司计划在东莞市道滘镇昌平村投资建设"东田微全球研发中心及华南制 造总部项目"，项目投资总额为4亿元。 从研发投入来看，2022年至2024年，东田微的研发费用分别为2629万元、3275万元、3806万元，自上市 以来不断增长。2025年前三季度，公司研发费用为3475万元，研发费率接近6%。 对于本次投资，东田微表示，此项目的建设将有利于建立现代化产业研集群，促进公司中长期战略规划 落地，提高公司综合竞争力，更好满足客户就近配套的需求。 受AI算力需求持续攀升驱动，2025年东田微数通市场高速光模块需求显著增长，带动公司高速光模块 WDM滤光片、光隔离器等通信类光学元器件销售收入快速提升。 根据东田微此前发布的业绩预告，预计公司2025年度归母净利润为9600万元到11000万元，同比增长 71.98%到97.06%。 华南投建项目加大产业布局 公开资料显示，东田微成立于2009年，于2022年5月上市，是湖北宜昌当阳的一家专业从事精密光电薄 膜元件研发、生产和销售的国家级高新技术企业 ...

Core Viewpoint - Multiple A-share listed companies in Hubei are forecasting performance growth for 2025, with keywords such as overseas expansion, semiconductors, and new energy frequently mentioned in their earnings forecasts [1]. Group 1: Overseas Expansion - Companies are actively expanding both domestic and international markets to create new growth drivers. For instance, Huaxin Cement expects a net profit of RMB 2.7 billion to 2.95 billion for 2025, an increase of RMB 280 million to 530 million, representing a year-on-year growth of 11.6% to 21.9% [2]. - Kewen Bio is also focusing on overseas market expansion, achieving revenue growth from both domestic and international markets, driven by technological innovation and increased production capacity [5]. - Aomei Medical is implementing a "dual-wheel drive" strategy, focusing on functional dressings and hygiene products, which has led to revenue growth despite international trade conflicts [5]. Group 2: Semiconductor and AI - The semiconductor industry is experiencing a recovery, with several companies in Hubei capitalizing on this trend. Dinglong Co. expects a net profit of approximately RMB 700 million to 730 million for 2025, a year-on-year increase of about 34.44% to 40.20% [6]. - Jingce Electronics is focusing on domestic leadership in semiconductor measurement equipment, with significant revenue growth expected due to increased production capacity and product delivery [8]. - Huakang Clean is projected to see revenue growth of over 30% and a net profit increase of 70.63% to 115.54% due to winning contracts in key electronic clean projects [9]. Group 3: New Energy Vehicles - The Chinese new energy vehicle market is expanding, positively impacting upstream and downstream companies. Changyuan Donggu expects a net profit of RMB 380 million to 420 million for 2025, an increase of approximately RMB 150 million to 190 million, representing a year-on-year growth of 64.95% to 82.32% [10]. - Huaitian New Materials is seeing steady growth in adhesive product sales, particularly in key sectors like lithium battery new energy vehicles and consumer electronics, which is driving business optimization [11]. Group 4: Innovation - Companies are leveraging product technology innovation and operational optimization to drive performance growth. Huazhong CNC is overcoming external challenges while enhancing its core competitiveness, leading to increased net profit [12]. - Lingdian Electric Control expects a net profit of RMB 118 million to 144 million for 2025, with a projected increase of 640.16% to 804.64% due to continuous business development and breakthroughs in new technologies and products [12].

1、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高，公司普通红外截止滤光片订单需求增加，带 动出货量稳步上升。2、通信光学业务快速放量：受 AI 算力需求持续攀升驱动，数通市场高速光模块 需求显著增长，带动公司高速光模块 WDM 滤光片、光隔离器等通信类光学元器件销售收入快速提 升。3、公司其他收入主要系公司镀膜材料以及非球产品的模具收入，因客户需求增加，公司出货量增 加。 格隆汇1月27日丨东田微(301183.SZ)公布，预计2025年归属于上市公司股东的净利润9,600万元～11,000 万元，比上年同期增长71.98%～97.06%，扣除非经常性损益后的净利润9,500万元～10,900万元，比上 年同期增长72.56%～97.99%。 ...

在东田微看来，公司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 片行业集中度提高，公司普通红外截止滤光片订单需求增加，带动出货量稳步上升。 1月27日晚，东田微公告，预计公司2025年净利润9600万元—1.1亿元，同比增长71.98%—97.06%，上年 同期为5581.94万元。 受益于下游消费电子、光通信领域市场需求向好，东田微（301183）2025年业绩预喜。 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。 "目前该产品在智能手机中的渗透率仍较低，伴随智能手机影像技术的持续升级，其市场空间广阔。"东 田微方面表示。 至于光通信板块业务对公司影响，东田微表示，光通信元器件是公司核心战略业务板块之一。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（包括公司涉及的相关产品）带来了长期的市场需求。通信 类光学元器件业务 ...

Group 1 - The core viewpoint of the article highlights the significant growth in demand for optical isolators driven by AI optical modules, with a specific company experiencing a doubling in its optical communication business in the first half of the year [1] - The company has begun sample deliveries and small-scale shipments of its high-speed optical module WDM filters and optical components [1] - Despite short-term profit pressures, the company is improving its cash flow and is currently advancing the acquisition of important resource businesses from its major shareholder, focusing on lithium, molybdenum, and gold resources [1]

Core Viewpoint - Dongtian Microelectronics (301183.SZ) has experienced explosive growth in performance, with significant increases in both revenue and net profit in the first half of 2025, driven by strong market demand and strategic product upgrades [1][2]. Financial Performance - The company reported a revenue of 376 million yuan, representing a year-on-year increase of 42.29% - Net profit reached 50.68 million yuan, showing a remarkable growth of 107.35% - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 49.78 million yuan, up 109.47% - Gross margin improved to 27.33%, an increase of 5.31 percentage points compared to the previous year [2][3]. Business Segments - Imaging optical business achieved a revenue of 250 million yuan, growing by 22.54% - Communication optical components saw a substantial revenue increase of 113.72%, reaching 110 million yuan, driven by the rising demand for high-speed optical modules in the data communication market [3]. R&D and Product Development - The company has been actively investing in R&D, with expenditures reaching 20.74 million yuan in the first half of 2025, a 39.48% increase year-on-year - R&D efforts focus on developing laser radar optical components, Z-Block wavelength division multiplexing components, optical isolators, and micro-prisms for smartphones - Dongtian Microelectronics has established three production bases in Central, Southern, and Eastern China, enhancing its capacity for large-scale production and rapid product delivery [4].