301183 东田微
已收盘 09-04 15:00:00
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【机构调研记录】国泰基金调研诺 普 信、东田微等4只个股（附名单）
证券之星 · 08-24
【机构调研记录】国泰基金调研诺 普 信、东田微等4只个股（附名单）
东田微：长江养老、百年保险等多家机构于8月20日调研我司
证券之星 · 08-21
东田微：长江养老、百年保险等多家机构于8月20日调研我司
东田微(301183)6月30日股东户数3.4万户，较上期减少5.31%
证券之星 · 08-18
东田微(301183)6月30日股东户数3.4万户，较上期减少5.31%
东田微(301183.SZ)发布上半年业绩，归母净利润8695.91万元，同比增长71.57%
智通财经 · 08-17
东田微(301183.SZ)发布上半年业绩，归母净利润8695.91万元，同比增长71.57%
东田微（301183）披露2026年半年度报告，8月17日股价上涨5.01%
证券之星 · 08-17
东田微（301183）披露2026年半年度报告，8月17日股价上涨5.01%
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
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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光学薄膜元器件、光学成型元件的研发、生产与销售。公司的主要产品是红外截止滤光片、生物识别滤光片、光学棱镜、车载成像滤光片、数据中心滤光片、棱镜及组件、光隔离器核心光学元件、光接入元器件、硅光配套光学元件。
发行价格：
22.92
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信、东田微等4只个股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2661824132","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661824132?lang=zh_cn&edition=full","pubTime":"2026-08-24 08:01","pubTimestamp":1787529713,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及8月21日披露的机构调研信息，国泰基金近期对4家上市公司进行了调研，相关名单如下：1）诺 普 信 调研纪要：25/26产季产量符合期初预期，产季提前约二至三周结束。田田圈公司逐步缩减控股经销商数量，截至2026年6月30日仅剩余11家。NW001已获IND受理，预计60个工作日内启动临床，具更好肿瘤富集性与治疗窗。4）德赛西威 个股亮点：公司正式发布机器人智能基座AI Cube，并荣获金球奖认证。","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/RB2026082400002501.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661264202","title":"东田微：长江养老、百年保险等多家机构于8月20日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2661264202","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661264202?lang=zh_cn&edition=full","pubTime":"2026-08-21 18:29","pubTimestamp":1787308181,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年8月21日东田微发布公告称长江养老、百年保险、平安资管、海富通、国泰基金、中信证券、国盛证券、财通基金于2026年8月20日调研我司。目前公司采购及生产排产正常，现阶段生产经营暂未受到相关政策直接不利影响。出于商业保密，不披露具体客户出货占比。该股最近90天内共有1家机构给出评级，买入评级1家。","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/RB2026082100034671.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660465266","title":"东田微(301183)6月30日股东户数3.4万户，较上期减少5.31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660465266","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660465266?lang=zh_cn&edition=full","pubTime":"2026-08-18 17:31","pubTimestamp":1787045483,"startTime":"0","endTime":"0","summary":"证券之星消息，近日东田微披露，截至2026年6月30日公司股东户数为3.4万户，较6月10日减少1906.0户，减幅为5.31%。在光学光电子行业个股中，东田微股东户数低于行业平均水平，截至6月30日，光学光电子行业平均股东户数为7.69万户。从股价来看，2026年6月10日至2026年6月30日，东田微区间涨幅为31.03%，在此期间股东户数减少1906.0户，减幅为5.31%。","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/RB2026081800030777.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","301183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660435715","title":"东田微(301183.SZ)发布上半年业绩，归母净利润8695.91万元，同比增长71.57%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660435715","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660435715?lang=zh_cn&edition=full","pubTime":"2026-08-17 22:55","pubTimestamp":1786978503,"startTime":"0","endTime":"0","summary":"智通财经APP讯，东田微 发布2026年半年度报告，报告期内，公司实现营业收入5.02亿元，同比增长33.36%。实现归属于上市公司股东的净利润8695.91万元，同比增长71.57%。基本每股收益1.09元。","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":"http://www.zhitongcaijing.com/content/detail/1481092.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"东田微(301183.SZ)发布上半年业绩，归母净利润8695.91万元，同比增长71.57%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["301183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660433119","title":"东田微（301183）披露2026年半年度报告，8月17日股价上涨5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660433119","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660433119?lang=zh_cn&edition=full","pubTime":"2026-08-17 22:05","pubTimestamp":1786975548,"startTime":"0","endTime":"0","summary":"截至2026年8月17日收盘，东田微报收于215.69元，较前一交易日上涨5.01%，最新总市值为172.72亿元。该股当日开盘204.26元，最高217.11元，最低204.21元，成交额达12.22亿元，换手率为9.85%。近日，湖北东田微科技股份有限公司披露《2026年半年度报告》。公告显示，本报告期营业收入为501,801,936.18元，较上年同期增长33.36%；归属于上市公司股东的净利润为86,959,147.21元，同比增长71.57%；扣除非经常性损益后的净利润为85,910,386.62元，同比增长72.59%。经营活动产生的现金流量净额为102,413,360.26元，同比大幅增长9,949.24%。","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/RB2026081700034838.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":["BK0214","301183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657596582","title":"东田微成立新公司 含半导体分立器件业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2657596582","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657596582?lang=zh_cn&edition=full","pubTime":"2026-08-05 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22:14","pubTimestamp":1785852862,"startTime":"0","endTime":"0","summary":"截至2026年8月4日收盘，东田微报收于160.59元，较前一交易日上涨12.83%，最新总市值为128.59亿元。该股当日开盘146.0元，最高162.7元，最低143.7元，成交额达9.86亿元，换手率为10.9%。公司于近日披露《关于设立全资子公司暨完成工商登记注册的公告》。公告显示，湖北东田微科技股份有限公司基于发展战略及业务需要，设立全资子公司东田微（无锡）技术有限公司，注册资本3000万元，已完成工商登记并取得营业执照。","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/RB2026080400041320.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":"2653341197","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2653341197","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2653341197?lang=zh_cn&edition=full","pubTime":"2026-07-22 14:25","pubTimestamp":1784701501,"startTime":"0","endTime":"0","summary":null,"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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["BK0276","BK0052","002670","BK0214","301183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653006152","title":"【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","url":"https://stock-news.laohu8.com/highlight/detail?id=2653006152","media":"吉时通信","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2653006152?lang=zh_cn&edition=full","pubTime":"2026-07-21 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 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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":"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/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":["BK0214","301183"],"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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