前言 ①AI光模块拉动上游光隔离器需求同步提升，这家公司高速光模块WDM滤光片与光组件已开 始送样及少量出货，上半年通信光学业务实现翻倍增长；②锂+钼+金三大资源业务潜在期 权，这家公司虽短期利润承压但现金流已开始改善，当前正在推进收购大股东重要资源业务。 财联社倾力打造王牌栏目《风口研报》，替您"扒一扒"市场含金量超高的研报、调研信息。以机构视 角，追踪研报和调研纪要细节里的"超预期"、"拐点"、"事件催化"和"价值洼地"。 ...

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].