证券代码：301517 证券简称：陕西华达 公告编号：2025-048 陕西华达科技股份有限公司 关于 2026 年日常关联交易预计的公告 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 基于陕西华达科技股份有限公司（以下简称"公司"）日常生产经 营需要，公司预计 2026 年与陕西电子信息集团有限公司及下属子公 司、陕西电子西京电气集团有限公司、西安华跃微波科技有限公司、 陕西益华电气股份有限公司、陕西凌云电器集团有限公司、中航富士 达科技股份有限公司、西安创为物业管理有限公司等发生日常关联交 易总金额为 9,305.00 万元，其中销售商品类关联交易发生总金额为人 民币 2,650.00 万元，采购商品类关联交易发生总金额为人民币 4,350.00 万元，向关联方提供劳务总金额为人民币 1,185.00 万元，接 受关联方提供的劳务总金额为人民币 1,120.00 万元。 2025 年度 1—11 月日常关联交易发生总金额为人民币 6,312.77 万元，其中销售商品类关联交易发生总金额为人民币 818.3 ...

证券代码：301517 证券简称：陕西华达 公告编号：2025-050 陕西华达科技股份有限公司 关于召开 2025 年第二次临时股东会的通知 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。 陕西华达科技股份有限公司（以下简称"公司"）定于 2025 年 12 月 30 日（星期二）16:00 召开 2025 年第二次临时股东会，本次 会议采取现场表决与网络投票相结合的方式召开，现将有关事项通 知如下： 一、召开会议的基本情况 1、股东会届次：2025 年第二次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》 《深圳证券交易所创业板股票上市规则》《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》等法律、行政 法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2025 年 12 月 30 日 16:00 （2）网络投票时间：通过深圳证券交易所系统进行网络投票 的具体时间为 2025 年 12 月 30 日 9:15-9:25，9:30-11:30，13:0 ...

Core Viewpoint - The commercial aerospace sector is experiencing significant activity, with multiple companies showing substantial stock price increases, indicating strong investor interest and confidence in the sector's growth potential [1][2]. Group 1: Stock Performance - Companies such as 超捷股份 (Chaojie Co.) and 航天环宇 (Aerospace Huanyu) have seen stock price increases of 20% and over 10% respectively, reflecting a bullish market sentiment [1][2]. - The stock performance of various companies in the commercial aerospace sector includes: - 超捷股份: Current price 96.78, up 20% with a year-to-date increase of 231.35% [2]. - 航天长峰: Current price 20.34, up 10.01% with a year-to-date increase of 57.92% [2]. - 航天动力: Current price 39.33, up 7.84% with a year-to-date increase of 274.57% [2]. Group 2: Industry Insights - Recent establishment of commercial aerospace companies and the introduction of a three-year development plan highlight the government's commitment to the sector, fostering a comprehensive ecosystem that spans manufacturing, launch operations, and application services [2]. - The investment logic in the A-share commercial aerospace market is driven by the anticipated growth in satellite constellations and the transition from custom satellite manufacturing to mass production [3]. - The development of space computing capabilities is becoming a strategic focus, with plans for gigawatt-level space data centers to enhance computational power beyond terrestrial limitations [3]. Group 3: Sector Analysis - The rocket industry chain is poised for growth due to advancements in reusable rocket technology and increasing launch demands, benefiting upstream material suppliers and precision component manufacturers [5]. - The satellite industry and space computing sectors are expected to thrive as satellite miniaturization and cost reduction drive innovation, creating opportunities for companies involved in satellite development and application services [6]. - The demand for lightweight, high-strength materials in commercial aerospace is rising, with 3D printing technology becoming increasingly relevant, providing business opportunities for companies producing advanced materials [6].

Group 1: Commercial Aerospace - SpaceX plans to conduct an IPO in 2026, aiming to raise several billion dollars, marking a new phase of commercialization and capitalization in the commercial aerospace industry [3] - China's recent successful launch of multiple satellites demonstrates its growing capabilities in space exploration, with an increasing frequency of launches expected to drive exponential growth in orders for upstream suppliers [3][4] - Companies like Guanglian Aviation are positioned to benefit significantly from the anticipated increase in commercial rocket launches, with potential revenue growth reaching tens of billions [4] Group 2: AI and Server Technology - The demand for AI computing power is escalating, with power consumption for AI models increasing significantly, leading to a shift from traditional air cooling to liquid cooling solutions [6] - Companies with rare certification for liquid cooling solutions are expected to see a revaluation of their worth due to the high technical barriers and increased average selling prices [6] - The AI server supply chain is evolving, with investments shifting towards companies that possess high technical barriers and rare certifications, which will likely enjoy valuation premiums [6][9] Group 3: Humanoid Robots - Tesla's Optimus has initiated the supplier review process, indicating that humanoid robots are on the verge of mass production, with Chinese companies expected to surpass Tesla in production scale by 2026 [7] - Key components such as lightweight materials and advanced sensors are critical for the development of humanoid robots, with companies like Ningbo Huaxiang collaborating on innovative materials [8][10] - Investment strategies should prioritize core components over complete systems, focusing on companies with high technical barriers and established supply chains [11] Group 4: Semiconductor Industry - The demand for high-bandwidth memory (HBM) is surging due to AI chip requirements, prompting a rapid evolution in HBM technology and a focus on domestic production capabilities [12] - Companies like Huahai Chengke are positioned to capture significant market share in the HBM materials sector, with potential revenues reaching 3 billion yuan [14] - The semiconductor investment landscape is shifting towards companies that can achieve substantial breakthroughs and secure orders in high-demand areas like HBM and advanced packaging [12] Group 5: Energy Sector - The energy market is experiencing a transition, with gas turbines expected to maintain strong demand through 2035, benefiting companies like Yingliu [15] - Nuclear fusion technology is advancing, with Chinese teams making significant progress, positioning companies like China Uranium Industry as future leaders in energy solutions [16] - Investment strategies should focus on both immediate opportunities in gas turbines and long-term potential in nuclear fusion technologies [16] Group 6: Optical Communication - The optical communication sector is transitioning from 800G to 1.6T technology, significantly increasing the demand for core materials like indium phosphide [17] - Companies that have achieved breakthroughs in domestic production of critical components for optical modules are expected to benefit from industry growth and market share increases [17][21] - Investment in optical communication should align with the dual themes of speed upgrades and domestic substitution [17] Group 7: Macro Variables - The Federal Reserve's recent interest rate cut is expected to create a more favorable liquidity environment for growth-oriented technology stocks, particularly those sensitive to interest rates [18][22] - The anticipated improvement in financing conditions will support technology companies in sectors like commercial aerospace, AI, and robotics that require substantial R&D investments [22] - Investors should focus on identifying companies with real technological barriers and clear growth paths in the evolving landscape of hard technology [23]

Core Viewpoint - The company has consistently increased its R&D investment and has developed a medium to long-term technology innovation development plan, achieving significant results in various areas of its existing products [1] Group 1: R&D and Innovation - The company has made advancements in integration, high power, lightweight, radiation resistance, and cost reduction for its existing interconnected products [1] - The company is accelerating its layout in optical devices based on customer needs, with some optical device products already validated by customers [1] Group 2: Future Development - The company plans to continue increasing R&D in emerging fields such as commercial aerospace, low-altitude economy, and artificial intelligence [1] - The company aims to gradually expand from being a single component supplier to a system integration supplier, aligning with its capital operation strategy [1]

（文章来源：证券日报） 证券日报网12月11日讯陕西华达在12月9日至11日回答调研者提问时表示，公司持续关注连接器技术发 展的前沿方向，并在充分考虑产业协同效应和市场论证后，积极布局新兴领域，公司依托在连接器领域 的长期技术积累，已预研出适用于量子计算的射频传输系统及组件，目前正在积极跟进中。 ...

Group 1: Company Overview and Market Position - The company is a significant manufacturer of electrical connectors in the aerospace sector, with a strong project history and technical expertise [3] - It actively participates in national aerospace projects, focusing on low-cost solutions and enhancing industrial capabilities [3] - The company aims to expand its product offerings in commercial aerospace, including RF connectors, high-speed connectors, and optical components, to increase the value per satellite [3] Group 2: Strategic Development and Innovation - The company has a long-term R&D investment strategy aimed at transitioning from a component supplier to a system solution provider [3] - It has achieved advancements in integration, high power, lightweight, and cost-effective solutions for its products [3] - Future R&D will focus on emerging fields such as commercial aerospace, low-altitude economy, and artificial intelligence [3] Group 3: Quantum Technology and Policy Compliance - The company is exploring quantum technology applications, having pre-researched RF transmission systems suitable for quantum computing [4] - It is committed to adhering to provincial policies that support high-quality development, aligning its capital market strategy with these regulations [4] - The company emphasizes transparent communication with investors and compliance with information disclosure regulations [4]

Core Viewpoint - The company, Shaanxi Huada, focuses on the research, production, and sales of electrical connectors and interconnection products, with plans to expand into emerging technology fields [2] Group 1: Company Overview - The main business of the company includes the development, production, and sales of electrical connectors and interconnection products [2] - Key products consist of RF coaxial connectors, low-frequency connectors, and RF coaxial cable assemblies, which are widely used in aerospace, weaponry, and communications sectors [2] Group 2: Future Expansion Plans - The company aims to significantly expand in the fields of optoelectronics, high-speed connectors, microwave devices, and system integration components [2] - There will be an increased focus on research and development in emerging technology areas such as commercial aerospace, low-altitude economy, artificial intelligence, and data centers [2] - The company anticipates continuous expansion of its product application areas, leading to an ongoing increase in market potential [2]

格隆汇12月10日丨陕西华达(301517.SZ)在互动平台表示，公司为商业航天客户直接或间接配套产品。 ...

Core Viewpoint - Shaanxi Huada (301517.SZ) is involved in providing supporting products for commercial aerospace through direct or indirect means, but currently has no direct business dealings with SpaceX [1] Group 1 - The company is engaged in the commercial aerospace sector, indicating a focus on growth opportunities in this industry [1] - There is a clarification that the company does not have any direct business relationship with SpaceX, which may influence investor perceptions [1]