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中金：下半年国内光模块市场回暖优质个股迎来配置机遇 _ 东方财富网

　　
光模块是光通信网络的重要组成部分，核心功能是实现光电转换。光模块主要由光电子器件、功能电路和光接口等组成，其中光电子器件包括光发射器件(TOSA)和光接收器件(ROSA)，核心结构分别为激光器和探测器。在光模块发送端输入一定码率的电信号，经TOSA中的驱动芯片(Driver)处理后，驱动激光器发射出一定频率的调制光信号，通过光纤传输后到达另一光模块的接收端，由探测器转换为电信号后，经跨阻放大器(Tia)和限幅放大器(LA)后输出相应码率的电信号。
依据激光器类型、传输速率、封装方式、网络拓扑结构、应用场景等标准，光模块可分为多种类型。
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中金：立足控制基因聚焦智能未来 _ 东方财富网

　　
把握控制器行业细分领域增长动能，国内供应链红利仍在。1)家电控制器的增长支柱正在由传统大家电切换至创新家电品类，智能化、创新化、外包化撑起家电控制器的增长空间。2)工具类控制器的催化剂来自于技术转型(油转电，有绳转无绳)驱动，如何提升在头部客户份额、跟随客户全球布局需求而扩产、加强客户侧一体化响应，成为下一轮角逐的重点。3)锂电产品受益于能源变革趋势，对铅酸电池的替代需求强劲，控制器厂商需在既有竞争格局中寻找细分领域(如小动力储能、换电)突破口。4)工控类产品受益国产替代趋势。5)汽车电子控制器进入门槛高，先发优势明显，已进入头部客户供应体系的厂商应把握汽车电子架构转型机遇，在由分布式向集中式控制方法演进的过程中，结合软硬一体的优势，通过经验复用与技术创新进一步增厚� ....

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