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汽车线束业务持续定点，高温超导未来可期
汽车线束业务持续突破，陆续获得定点彰显竞争优势。公司汽车业务产品为常规低压整车线束及新能源高低线束，客户涵盖上汽大众、上汽通用、沃尔沃、蔚来、华人运通、华为等厂商，并向康明斯提提供商用发动机线束。2022年公司在汽车线束领域持续取得突破。上半年汽车线束业务实现收入7.5亿元，YoY+30%；净利润1805万元，YoY+13%；在疫情影响下仍实现正增长，并通过东风猛士、比亚迪、小鹏等客户体系认可，定点东风猛士、华为、康明斯、上汽大众、弗吉亚等客户6个新项目，且中标上汽通用GL8下一代新产品研发业务。
2022年下半年以来公司也陆续获得客户项目中标，先后中标徐工新能源及燃油车主力项目、国内某主流车厂整车线束业务、某主流新能源车厂整车线束业务，某主流汽车公司2个线束业务等项目，近期披露已中标项目全生命周期金额累计超50亿元，订单支撑下公司汽车线束业务未来有望实现快速增长。
高温超导带材产品实现关键突破，长期增长前景广阔。公司是国内唯一同时具备超导材料制备、超导应用研制和国家认可超导检测能力三项资格的企业，不断推进高载流超导带材研发，旗下东部超导与联创超导已签订70km高温超导带材协议，用于高温超导感应加热炉制造。在可控核聚变方面，顺利通过可控核聚变反应堆所用的高温超导带材前期测试评估工作，已获高温超导带材合同，且完成首批超导带材交付。高温超导产品在风力发电机、可控核聚变、金属感应加热和超导磁悬浮等领域应用前景广阔，随着产业走向成熟，超导产品有望为公司打开长期增量。
光通信领域实现产业链闭环，受益行业景气度提升。光通信领域公司立足光纤光缆光棒向光芯片、光器件、光模块等产品拓展，在波分滤波芯片、平面波导芯片、5G前传模块、IDC高速模块领域均有布局，充分受益下游AI驱动下的数据中心景气度提升。
风险提示：下游客户降价、行业竞争加剧、新客户拓展不及预期
