301183 东田微
未开盘 08-12 09:30:00
资讯
新帖
简况
东田微成立新公司 含半导体分立器件业务
智通财经 · 08-05
东田微成立新公司 含半导体分立器件业务
东田微（301183）披露设立全资子公司暨完成工商登记注册公告，8月4日股价上涨12.83%
证券之星 · 08-04
东田微（301183）披露设立全资子公司暨完成工商登记注册公告，8月4日股价上涨12.83%
研报掘金丨国盛证券：维持东田微“买入”评级，隔离器+滤光片放量加速成长空间
格隆汇 · 07-22
研报掘金丨国盛证券：维持东田微“买入”评级，隔离器+滤光片放量加速成长空间
【国盛通信】东田微：业绩拐点已现，隔离器+滤光片放量打开加速成长空间
吉时通信 · 07-21
【国盛通信】东田微：业绩拐点已现，隔离器+滤光片放量打开加速成长空间
东田微（301183）披露董事会换届选举结果公告，7月21日股价上涨9.77%
证券之星 · 07-21
东田微（301183）披露董事会换届选举结果公告，7月21日股价上涨9.77%
东田微：预计2026年1-6月归属净利润盈利8500万元至9500万元
证券之星 · 07-19
东田微：预计2026年1-6月归属净利润盈利8500万元至9500万元
东田微(301183.SZ)发预增，预计上半年归母净利润同比增长67.71%至87.44%
智通财经 · 07-19
东田微(301183.SZ)发预增，预计上半年归母净利润同比增长67.71%至87.44%
东田微最新公告：预计2026年半年度净利润同比增长67.71%-87.44%
证券之星 · 07-19
东田微最新公告：预计2026年半年度净利润同比增长67.71%-87.44%
东田微（301183）披露2026年第三次临时股东会通知，7月2日股价下跌9.34%
证券之星 · 07-02
东田微（301183）披露2026年第三次临时股东会通知，7月2日股价下跌9.34%
东田微(301183)6月10日股东户数3.59万户，较上期增加19.07%
证券之星 · 06-12
东田微(301183)6月10日股东户数3.59万户，较上期增加19.07%
东田微：有知名机构聚鸣投资参与的多家机构于6月10日调研我司
证券之星 · 06-10
东田微：有知名机构聚鸣投资参与的多家机构于6月10日调研我司
东田微：兴业证券、长城基金等多家机构于6月5日调研我司
证券之星 · 06-05
东田微：兴业证券、长城基金等多家机构于6月5日调研我司
东田微：隔离器已批量出货
证券之星 · 05-29
东田微：隔离器已批量出货
东田微（301183）披露2025年度权益分派实施公告，5月26日股价下跌6.29%
证券之星 · 05-26
东田微（301183）披露2025年度权益分派实施公告，5月26日股价下跌6.29%
东田微：公司将供应链安全视为光隔离器业务发展的基础保障
中金财经 · 05-13
东田微：公司将供应链安全视为光隔离器业务发展的基础保障
【机构调研记录】泉果基金调研中国天楹、东田微
证券之星 · 05-13
【机构调研记录】泉果基金调研中国天楹、东田微
【机构调研记录】惠升基金调研东田微
证券之星 · 05-13
【机构调研记录】惠升基金调研东田微
【机构调研记录】中邮基金调研影石创新、东田微
证券之星 · 05-13
【机构调研记录】中邮基金调研影石创新、东田微
异动快报：东田微（301183）5月8日14点56分触及涨停板
证券之星 · 05-08
异动快报：东田微（301183）5月8日14点56分触及涨停板
东田微：费用结构中的刚性固定成本占比较高
证券之星 · 04-30
东田微：费用结构中的刚性固定成本占比较高
公司概况
公司名称：
湖北东田微科技股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2022-05-24
主营业务：
湖北东田微科技股份有限公司的主营业务是各类精密光学元器件产品的研发、生产和销售。公司的主要产品是红外截止滤光片、棱镜、生物识别滤光片。
发行价格：
22.92
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23:43","pubTimestamp":1784648580,"startTime":"0","endTime":"0","summary":"Q2单季归母净利润环比同比大幅增长，业绩拐点出现。卡位核心光学赛道，光隔离器景气持续高企。光隔离器是800G/1.6T高速光模块、尤其是硅光方案的必需组件，其上游核心组件法拉第旋光片已成为高速光模块放量的卡脖子环节。风险提示：市场竞争加剧； AI发展不及预期风险；供应链风险本文节选自国盛证券研究所已于2026年07月21日发布的报告《国盛通信|东田微：业绩拐点已现，隔离器+滤光片放量打开加速成长空间》，具体内容请详见相关报告。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["research"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzAwNTAwOTA2MQ==&mid=2650016916&idx=1&sn=c9d047f09a3b191f47dd2c9d3da1453f&chksm=82c2f1f89afd7d4f7fc01f431fa13ac609915613f8a8c4bbf4eaf0e2c619ac1df59856e5e625&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["BK0214","301183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653755362","title":"东田微（301183）披露董事会换届选举结果公告，7月21日股价上涨9.77%","url":"https://stock-news.laohu8.com/highlight/detail?id=2653755362","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2653755362?lang=zh_cn&edition=full","pubTime":"2026-07-21 17:56","pubTimestamp":1784627806,"startTime":"0","endTime":"0","summary":"截至2026年7月21日收盘，东田微报收于182.33元，较前一交易日上涨9.77%，最新总市值为146亿元。该股当日开盘172.82元，最高184.98元，最低142.0元，成交额达12.53亿元，换手率为12.98%。近日，东田微发布《2026年第三次临时股东会会议决议公告》。所有候选人获有效表决权过半数同意，任期三年。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026072100033398.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","301183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652259709","title":"东田微：预计2026年1-6月归属净利润盈利8500万元至9500万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2652259709","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2652259709?lang=zh_cn&edition=full","pubTime":"2026-07-19 18:00","pubTimestamp":1784455245,"startTime":"0","endTime":"0","summary":"证券之星消息，东田微发布业绩预告，预计2026年1-6月归属净利润盈利8500万元至9500万元。东田微2026年一季报显示，一季度公司主营收入2.06亿元，同比上升32.15%；归母净利润2806.54万元，同比上升39.64%；扣非净利润2741.22万元，同比上升38.69%；负债率30.46%，投资收益-11.63万元，财务费用-40.75万元，毛利率25.73%。本文数据来源于《东田微:2026年半年度业绩预告》，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026071900009626.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652259902","title":"东田微(301183.SZ)发预增，预计上半年归母净利润同比增长67.71%至87.44%","url":"https://stock-news.laohu8.com/highlight/detail?id=2652259902","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2652259902?lang=zh_cn&edition=full","pubTime":"2026-07-19 17:07","pubTimestamp":1784452043,"startTime":"0","endTime":"0","summary":"智通财经APP讯，东田微(301183.SZ)发布公告，公司预计2026年上半年归母净利润为8500万元至9500万元，同比增长67.71%至87.44%。报告期内，业务结构持续优化，高景气通信业务拉动整体增长：上半年AI算力需求驱动数据中心光模块产业链景气上行，光隔离器、WDM组件、Z-Block等通信产品收入占比持续提升，公司整体经营稳定性增强。南昌光通信基地产能爬坡加速：为匹配通信光学长期增长需求，公司持续推进南昌基地设备采购、产线搭建，2026年上半年新增镀膜、成型设备逐步到位，光隔离器、WDM组件产能稳步释放，中长期可充分承接下游持续增长订单。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1469419.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"东田微(301183.SZ)发预增，预计上半年归母净利润同比增长67.71%至87.44%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["301183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652259605","title":"东田微最新公告：预计2026年半年度净利润同比增长67.71%-87.44%","url":"https://stock-news.laohu8.com/highlight/detail?id=2652259605","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2652259605?lang=zh_cn&edition=full","pubTime":"2026-07-19 16:40","pubTimestamp":1784450434,"startTime":"0","endTime":"0","summary":"东田微(301183.SZ)公告称，预计2026年半年度归属于上市公司股东的净利润为8500万元-9500万元，同比增长67.71%-87.44%。业绩变动主要系AI算力需求驱动数据中心光模块产业链景气上行，光隔离器、WDM组件等通信产品收入占比提升，同时南昌光通信基地产能爬坡加速，新增设备逐步到位，产能稳步释放。注：公司Q2净利润预计0.57亿-0.67亿，Q1净利润0.28亿，据此计算，Q2净利润预计环比增长102%-138%。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026071900006390.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648168536","title":"东田微（301183）披露2026年第三次临时股东会通知，7月2日股价下跌9.34%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648168536","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2648168536?lang=zh_cn&edition=full","pubTime":"2026-07-02 22:12","pubTimestamp":1783001543,"startTime":"0","endTime":"0","summary":"截至2026年7月2日收盘，东田微报收于227.55元，较前一交易日下跌9.34%，最新总市值为182.21亿元。该股当日开盘247.45元，最高248.49元，最低227.32元，成交额达13.03亿元，换手率为9.3%。近日，湖北东田微科技股份有限公司发布《关于召开2026年第三次临时股东会的通知》。公告显示，公司将于2026年7月20日召开2026年第三次临时股东会，现场会议时间为当日14:00，网络投票时间为同日9:15至15:00。股权登记日为2026年7月13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070200041888.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301183","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642626132","title":"东田微(301183)6月10日股东户数3.59万户，较上期增加19.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=2642626132","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2642626132?lang=zh_cn&edition=full","pubTime":"2026-06-12 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调研纪要：公司正在全力推进吉林辽源、黑龙江安达两大绿色氢能一体化标杆项目进程。泉果基金成立于2022年，截至目前，资产管理规模134.72亿元，排名136/212；资产管理规模134.72亿元，排名118/212；管理公募基金数16只，排名141/212；旗下公募基金经理6人，排名132/212。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051300007095.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0218","301183","BK0077","BK0214","000035","BK0147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635219842","title":"【机构调研记录】惠升基金调研东田微","url":"https://stock-news.laohu8.com/highlight/detail?id=2635219842","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2635219842?lang=zh_cn&edition=full","pubTime":"2026-05-13 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个股亮点：公司的全景技术应用于服务机器人的视觉模块，可实现机器360°视觉，消除了传统机器人180°视觉盲区，能够提升服务机器人视觉采集维度和影像呈现效果。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051300007052.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","301183","688775"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633248756","title":"异动快报：东田微（301183）5月8日14点56分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2633248756","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2633248756?lang=zh_cn&edition=full","pubTime":"2026-05-08 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