Group 1 - The Terahertz concept sector increased by 2.62%, ranking fifth among concept sectors, with 18 stocks rising, including ShuoBeide which hit a 20% limit up [1] - Leading stocks in the Terahertz sector included Shaanxi Huada, Leike Defense, and Taihao Technology, which rose by 4.92%, 3.85%, and 3.61% respectively [1] - The sector experienced a net inflow of 1.023 billion yuan from main funds, with 11 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2] Group 2 - ShuoBeide led the net inflow with 833 million yuan, followed by ZTE Communications, Haige Communications, and Tianhai Defense with net inflows of 135 million yuan, 114 million yuan, and 76.79 million yuan respectively [2] - The net inflow ratios for ShuoBeide, Leike Defense, and Haige Communications were 26.89%, 10.30%, and 9.03% respectively [3] - The trading volume and turnover rates for leading stocks in the Terahertz sector were significant, with ShuoBeide showing a turnover rate of 39.04% [3]

证券代码：301517 证券简称：陕西华达 公告编号：2025-021 陕西华达科技股份有限公司 第五届监事会第九次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 （一）审议通过《关于调整 2025 年度日常关联交易预计额度的 议案》 经审议，监事会认为：公司调整与关联方之间进行的日常关联交 易，是因公司正常生产经营需要而发生的，并且遵循了公开、公平、 公正的定价原则，对公司本期及未来财务状况、经营成果影响较小， 不会对关联方形成依赖，不影响公司的独立性，不存在损害公司及全 体股东尤其是中小股东利益的情形；相关决策程序符合有关法律法规 及《公司章程》的相关规定，表决程序合法、有效。 具体内容详见公司同日披露于巨潮资讯网（www.cninfo.com.cn） 的《关于调整 2025 年度日常关联交易预计额度的公告》。 表决结果：3 票同意，0 票反对，0 票弃权。 三、备查文件 1、第五届监事会第九次会议决议。 特此公告。 陕西华达科技股份有限公司监事会 陕西华达科技股份有限公司（以下简称"公司"）第五届监事会第 九次会议通 ...

陕西华达科技股份有限公司 关于调整 2025 年度日常关联交易预计额度的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、日常关联交易基本情况 （一）日常关联交易概述 陕西华达科技股份有限公司（以下简称"公司"）于 2024 年 12 月 21 日召开第五届董事会第六次会议、第五届监事会第六次会议， 审议通过了《关于 2025 年日常关联交易预计的议案》，独立董事专 门会议在该日常关联交易预计事项提交董事会审议前已发表同意的 审核意见，并于 2024 年 12 月 27 日召开的 2024 年第二次临时股东会 审批通过。 证券代码：301517 证券简称：陕西华达 公告编号：2025-022 最新一期财务情况：截至 2024 年 12 月 31 日，中航富士达科技 股份有限公司经审计的总资产人民币 142,675.02 万元，净资产人民币 90,631.12 万元；2024 年 1—12 月中航富士达科技股份有限公司实现 营业收入人民币 76,279.75 万元，净利润人民币 5,901.34 万元。 关联关系：中航富士达科技股份有限公司系公司控股子公 ...

证券代码：301517 证券简称：陕西华达 公告编号：2025-020 基于公司日常生产经营及业务发展需要，公司拟调整 2025 年度 日常关联交易额 1,050.00 万元，该事项未涉及关联董事，公司董事无 需回避表决。 经审议，董事会认为：公司本次调整 2025 年度日常关联交易预 计是公司业务发展及生产经营的正常需要，属于正常的商业行为。关 联交易定价公允，遵循公平、公正、公开的原则，不存在损害公司和 股东利益，尤其是中小股东利益的情形，亦不会对公司的独立性产生 影响。因此，董事会同意公司调整 2025 年度日常关联交易预计的事 项。 具体内容详见公司同日披露于巨潮资讯网（www.cninfo.com.cn） 的《关于调整 2025 年度日常关联交易预计额度的公告》。 陕西华达科技股份有限公司 第五届董事会第九次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 陕西华达科技股份有限公司（以下简称"公司"）第五届董事会第 九次会议通知已于 2025 年 7 月 18 日以电话、专人送达等方式通知全 体董事，于 2025 ...

中信证券股份有限公司 关于陕西华达科技股份有限公司 调整2025年度日常关联交易预计额度的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为陕西华 达科技股份有限公司（以下简称"陕西华达"或"公司"）首次公开发行股票并 在深圳证券交易所创业板上市的保荐人，根据《证券发行上市保荐业务管理办法》 和《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 等有关规定，对陕西华达调整2025年度日常关联交易预计额度事项进行了审慎核 查，具体情况如下： 一、日常关联交易基本情况 （一）日常关联交易概述 经营范围：电子元器件制造；电力电子元器件制造；光电子器件制造；网络 设备制造；仪器仪表制造；货物进出口；技术进出口；非居住房地产租赁；机械 设备租赁；物业管理。（除依法须经批准的项目外，凭营业执照依法自主开展经 营活动）许可项目：电线、电缆制造。（依法须经批准的项目，经相关部门批准 后方可开展经营活动，具体经营项目以审批结果为准）。 公司于2024年12月21日召开第五届董事会第六次会议、第五届监事会第六次 会议，审议通过了《关于2025年日常关联交易预计的议案》，独立董事专门会议 ...

Group 1: Company Overview and Expectations - The company has accelerated the delivery of orders in the commercial aerospace sector and has established bulk supply in the drone segment, aiming to expand into strategic emerging fields to address fluctuations in defense demand [3] - The company is committed to cost reduction and efficiency improvement, continuously enhancing internal operational efficiency [3] Group 2: Competitive Advantages - The company has a rich technical foundation and project history in the aerospace sector, dating back to the Dongfanghong satellite, which strengthens its competitive edge [3] - Increased investment in technological innovation and collaboration with leading companies in the communications sector enhances the company's delivery capabilities and market competitiveness [3] Group 3: Market Opportunities - The company anticipates that the application ratio of connectors in communications, national defense, and high-end equipment manufacturing will continue to rise, expanding future market space [4] - The company plans to promote process innovation and smart manufacturing, increasing product R&D investment to capture a larger market share [4] Group 4: Production and Delivery Enhancements - The company focuses on optimizing resource allocation and strengthening production process control to improve both quality and delivery speed [4] - By enhancing contract performance management and optimizing management processes, the company aims to shorten production cycles and improve delivery capabilities [4]

Group 1 - The military electronics sector experienced a decline at the beginning of trading, with Huaru Technology (301302) and Yaguang Technology (300123) dropping over 10% [1] - Tianjian Technology (002977) fell by more than 8%, while Qiyi Er (603712), Shaanxi Huada (301517), and Leike Defense (002413) also saw declines [1]

Market Overview - A-shares opened higher with the three major indices showing fluctuations and gains, particularly in aerospace and military, as well as Apple concept stocks [1][7] - The Hang Seng Index opened slightly higher but saw declines in the morning session, with steel stocks experiencing a pullback while Apple concept stocks rose [2][3] A-share Performance - As of the report, the Shanghai Composite Index fell by 0.22% to 3447.04, while the Shenzhen Component Index rose by 0.31% to 10444.52, and the ChiNext Index increased by 0.76% to 2139.87 [1] - The performance of various indices included: - Shanghai Composite Index: 3447.04, -7.75, -0.22% - Shenzhen Component Index: 10444.52, +31.89, +0.31% - ChiNext Index: 2139.87, +16.15, +0.76% [1] Hong Kong Market Performance - The Hang Seng Index dropped by 1.06% to 23965.68, while the Hang Seng Tech Index fell by 0.94% to 5219.58 [2][3] - Notable declines included Alibaba dropping nearly 3% and Meituan and Xiaomi falling over 2% [9] Bond Market - The bond market showed mixed results, with the 30-year main contract down by 0.03% and the 10-year, 5-year, and 2-year contracts showing slight increases [4][20] - Specific bond performance included: - 30-year contract: 121.12, -0.04, -0.03% - 10-year contract: 109.130, +0.020, +0.02% [4] Sector Highlights - The commercial aerospace sector saw significant gains, with stocks like Xicai Testing hitting the daily limit and others like Tianyin Electric and China Satellite Communications rising over 5% [19] - The Apple concept stocks experienced a surge, with Industrial Fulian rising over 7% and other companies like Zhaoman Technology and GoerTek also seeing increases [16][18] - The innovative pharmaceutical sector was active, with stocks like Sile Medical and ShenZhou Cell rising over 5% [14][15] Commodity Market - Domestic commodity futures showed upward trends, particularly in the black series, with glass futures rising over 3% and other commodities like焦煤 and iron ore also seeing gains [26]

Core Viewpoint - The satellite communication and commercial aerospace sectors are experiencing significant activity, driven by recent developments and market dynamics [1][4]. Group 1: Market Activity - The Satellite ETF (159206) opened high with a 2.58% increase, reflecting strong investor interest in the sector [1][2]. - Notable stock performances include Shaanxi Huada, which surged over 14%, and other companies like Tianyin Electromechanical and Zhenlei Technology also showing substantial gains [1][2]. Group 2: Industry Developments - China Star Network has undergone major management changes, indicating a new phase in its development as a state-owned enterprise responsible for the national satellite internet strategy [1][4]. - T-Mobile's partnership with Starlink is set to launch a satellite mobile communication service, "T-Satellite," on July 23, which will enable SMS, MMS, and audio transmission [3]. - In May, China Star Network successfully tested a 5G non-terrestrial network standard for mobile direct connection to satellites, marking a significant technological milestone [3]. Group 3: Growth Drivers - The satellite industry is poised for rapid growth due to three main factors: the acceleration of the space arms race, advancements in rocket capabilities, and the increasing demand for satellite IoT applications [4]. - The Chinese government is expected to implement more supportive policies for the commercial aerospace industry, particularly in satellite and rocket infrastructure [4]. - Satellite communication is identified as a crucial component for the development of 6G technology and the foundation for the Internet of Things [4].

Group 1: Company Overview - The company has a leading position in both traditional and commercial aerospace sectors, providing high-reliability electrical connectors and interconnect products for key aerospace projects, including the "Chang'e lunar exploration series," "Shenzhou spacecraft series," and "Tianwen Mars exploration system" [2] - The product application range covers various aerospace fields, including high-orbit satellites, low-orbit satellites, manned spacecraft, cargo spacecraft, space stations, rockets, and deep space exploration [2] Group 2: Delivery and Production - The company has fully deployed order assurance delivery work, optimizing order production scheduling and increasing automation levels to accelerate delivery pace and enhance delivery assurance capabilities [3] - The company aims to meet current market demands through these improvements [3] Group 3: Revenue Structure and Strategy - The top five customers, primarily military groups, account for a relatively high proportion of the company's revenue [3] - The company is deepening its presence in traditional sectors while accelerating its layout in emerging fields such as commercial aerospace and low-altitude economy, aiming to broaden cooperation and increase revenue from civilian products [3] Group 4: Employee Incentives - The company has implemented employee stock ownership plans since 2017, with 61 core employees holding shares [3] - Future plans include establishing a long-term incentive mechanism that aligns employee motivation with the company's development strategy, based on research and evaluation [3] Group 5: Communication and Disclosure - The company emphasizes thorough communication with investors and adheres to its information disclosure management system to ensure the accuracy, completeness, and timeliness of information [3]