Group 1: Industry Overview - The connector market is experiencing overall expansion due to increased investments in aerospace, weaponry, and commercial space sectors, driven by national policies [1][2] - Despite a slight decline in the connector industry market size in the first half of 2024, future growth is anticipated as downstream product market demand recovers [2] Group 2: Product Applications - The company's connectors are widely used in key national aerospace projects, including high-orbit SAR satellites, Shenzhou spacecraft, and Chang'e lunar exploration missions [2][3] - In the commercial space sector, the company's products are applied in significant projects such as StarNet satellites and Qianfan constellation [2] Group 3: Brand Advantages - The company is recognized as a core enterprise for military RF electrical connectors and holds several prestigious memberships in industry associations [3] - The company has received multiple awards for product quality, including recognition from Huawei and the China Manned Space Engineering Office [3] Group 4: Quality Control Measures - The company emphasizes a unified management approach to product design, production processes, and quality inspection to enhance product reliability [3] - A CNAS-certified testing platform has been established to meet the specific needs for high-reliability products, ensuring stable and reliable product quality [3] Group 5: Investor Communication - The company maintains transparent communication with investors, adhering to strict information disclosure management protocols to ensure accuracy and completeness [3]

Investment Rating - The report maintains a "Recommended" rating for the company with a target price of 42.80 CNY [1]. Core Views - The company experienced a year-on-year decline in revenue and net profit due to a temporary slowdown in downstream demand, but there was a quarter-on-quarter improvement in net profit [1]. - The company is focusing on opportunities in the commercial aerospace sector, particularly in the development of low-cost, high-reliability interconnect products [1]. - The financial forecast indicates a challenging year ahead with expected revenue decline in 2024, but potential recovery in subsequent years [2][3]. Financial Performance Summary - For 1H24, the company reported revenue of 329 million CNY, a year-on-year decrease of 29.0%, and a net profit attributable to shareholders of 25 million CNY, down 44.2% [1]. - In 2Q24, the company achieved a net profit of 15 million CNY, a quarter-on-quarter increase of 45%, despite a year-on-year decrease of 55.4% [1]. - The gross margin for the company's main products has declined, with the net profit margin also showing a year-on-year decrease [1]. Revenue and Profit Forecast - The company expects revenue to decrease to 783 million CNY in 2024, down 8.1% from 2023, with a projected net profit of 70 million CNY, a decline of 10.5% [3]. - The forecast for 2025 and 2026 shows a recovery with revenues expected to rise to 962 million CNY and 1,156 million CNY, respectively [3]. Key Financial Ratios - The report highlights a projected PE ratio of 66 for 2024, decreasing to 39 by 2026, indicating a potential improvement in valuation as earnings recover [3]. - The company's gross margin is expected to remain stable around 40.67% in 2024, with a slight decrease in net profit margin to 9.00% [3]. Cash Flow and Operational Efficiency - The operating cash flow is expected to improve significantly in 2024, with a forecast of 216 million CNY compared to 19 million CNY in 2023 [4]. - The report notes an increase in the cash ratio to 1.15 in 2024, indicating better liquidity management [3].

证券代码：301517 证券简称：陕西华达 公告编号：2024-028 特此公告。 陕西华达科技股份有限公司董事会 2024 年 8 月 29 日 附件： 1、赵建创先生简历 陕西华达科技股份有限公司 关于聘任公司副总经理的公告 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。 陕西华达科技股份有限公司（以下简称"公司"）于 2024 年 8 月 27 日召开第五届董事会第四次会议，审议通过了《关于聘任公司 副总经理的议案》，具体内容如下： 因公司经营管理需要，根据《公司法》《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》及《公司章程》 等相关规定，经公司总经理提名，董事会提名委员会审核，公司董事 会同意聘任赵建创先生、常迎科先生（简历详见附件）为公司副总经 理，任期自本次董事会会议审议通过之日起至公司第五届董事会届满 之日止。 赵建创先生和常迎科先生具备与其行使职权相适应的任职条件， 不存在《公司法》《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》及《公司章程》规定的不得担任公司高 级管理人员的情形，亦不 ...

证券代码：301517 证券简称：陕西华达 公告编号：2024-025 陕西华达科技股份有限公司 第五届监事会第四次会议决议公告 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 陕西华达科技股份有限公司（以下简称"公司"）第五届监事会 第四次会议通知于 2024 年 8 月 16 日以电话、电子邮件或专人送达等 方式通知全体监事，于 2024 年 8 月 27 日在陕西省西安市高新区普新 二路 5 号公司会议室以现场方式召开。本次监事会由监事会主席王增 利先生召集并主持，应出席监事 3 人，实际出席监事 3 人，高级管理 人员列席本次监事会。本次会议的召集、召开符合《公司法》《公司 章程》等有关规定。 二、监事会会议审议情况 具体内容详见公司同日披露于巨潮资讯网（www.cninfo.com.cn） 的《2024 年半年度报告》及《2024 年半年度报告摘要》。 表决结果：3 票同意，0 票反对，0 票弃权。 （二）审议通过《关于<2024 年半年度募集资金存放与使用情况 的专项报告>的议案》 经审议，全体监事认为：公司 2024 年半 ...

Financial Performance - The company reported a revenue of 500 million RMB for the first half of 2024, representing a year-on-year increase of 15%[8]. - The company's operating revenue for the reporting period was ¥328,987,973.72, a decrease of 29.03% compared to ¥463,527,096.02 in the same period last year[14]. - The net profit attributable to shareholders was ¥24,710,030.31, down 46.02% from ¥45,777,700.63 year-on-year[14]. - Basic and diluted earnings per share were both ¥0.23, representing a decline of 59.65% compared to ¥0.57 in the previous year[14]. - The company reported a net profit for the first half of 2024 of CNY 25,275,085.08, a decline of 48.7% compared to CNY 49,218,921.75 in the first half of 2023[112]. - The company reported a significant increase in cash received from sales, totaling CNY 257.28 million in the first half of 2024, compared to CNY 200.18 million in the same period of 2023, an increase of approximately 28.5%[116]. Market and Growth Strategy - Future outlook includes a revenue target of 1 billion RMB for the full year 2024, with a projected growth rate of 25%[8]. - The company is expanding its market presence in Southeast Asia, aiming for a 10% market share by the end of 2025[8]. - The company plans to launch two new products in Q4 2024, focusing on 5G technology and high-reliability connectors[8]. - The company aims to enhance its competitive advantage in civilian interconnect products while expanding into new markets such as new energy vehicles and data centers[20]. - The company is actively developing its presence in the commercial aerospace sector and addressing market pressures related to cost reduction[63]. Research and Development - Research and development expenses increased by 30% to support new product innovations and technology advancements[8]. - The company emphasizes the development of new technologies and products to enhance reliability and performance in high-temperature and high-power environments[28]. - The company has achieved a technological breakthrough in high-reliability connectors for aerospace applications, reaching international advanced levels and filling domestic gaps in ultra-high-power RF coaxial connectors[38]. - The company is enhancing its research and development capabilities through extensive collaboration with universities and research institutions, focusing on cutting-edge technologies[33]. Financial Position and Assets - Total assets at the end of the reporting period were ¥2,261,066,982.53, a decrease of 7.11% from ¥2,434,003,049.72 at the end of the previous year[14]. - The company’s cash and cash equivalents at the end of the reporting period were ¥203,566,435.83, a decrease of 21.88% from ¥751,631,478.21 at the end of the previous year[42]. - The company’s accounts receivable increased to ¥619,023,857.99, representing 27.38% of total assets, up from 21.66% last year[42]. - The company reported a significant investment amounting to ¥453,402,247.50 during the reporting period, reflecting a change of 9,232.76% compared to the previous year[47]. Risk Management - The management highlighted potential risks including supply chain disruptions and increased competition in the connector market[2]. - The company faces risks from industry competition, raw material price fluctuations, and safety production, with measures in place to mitigate these risks[60]. - The company has not encountered any significant internal or external factors that would necessitate adjustments to the fundraising investment plan[52]. Compliance and Governance - The company has successfully passed the ISO 45001:2018 occupational health and safety management system certification during the reporting period[60]. - The company has maintained a high level of compliance with pollution discharge standards, with no exceedances reported[68]. - The company has not faced any administrative penalties related to environmental issues during the reporting period[71]. - The company has established a comprehensive performance evaluation system for employees, providing various benefits and training opportunities[73]. Shareholder Information - The total number of shares before the recent change was 108,026,700, with a total of 1,144,601 shares released from restrictions, resulting in a new total of 106,882,099 shares[92]. - The largest shareholder, Shaanxi Electronic Xijing Electric Group Co., Ltd., holds 35.10% of the shares, totaling 37,914,500 shares[95]. - The company has a total of 16,197 shareholders, with 5% or more held by 4 major shareholders[95]. Environmental Responsibility - The company invested CNY 250,000 in environmental governance and protection during the reporting period[71]. - The company has received the "Green Factory" title from the Shaanxi Provincial Industry and Information Technology Department[75]. - The company has implemented a bus system to promote green commuting among employees[75]. Revenue Recognition - The company recognizes revenue from the sale of RF coaxial connectors, low-frequency connectors, and RF coaxial cable components upon delivery to the customer's designated location and receipt of customer acceptance documentation[199]. - The company emphasizes the importance of customer acceptance in the revenue recognition process, which is critical for its business model[199]. - The company conducts monthly reconciliations with customers to confirm the acceptance of products and services, ensuring accurate revenue recognition[199].

中信证券股份有限公司 关于陕西华达科技股份有限公司 调整募投项目部分设备的核查意见 中信证券股份有限公司（以下简称"中信证券"、"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"、"公司"）首次公开发行股票并在创业板 上市的保荐人，根据《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》《上市公司监管指引 第2号—上市公司募集资金管理和使用的监管要求》等法律法规、规章制度的有关 规定，对陕西华达调整募投项目部分设备的事项进行了核查，核查情况及核查 意见如下： 一、募集资金基本情况 根据中国证券监督管理委员会于2023年6月17日签发的证监许可[2023]1318 号文《关于同意陕西华达科技股份有限公司首次公开发行股票注册的批复》，公 司首次公开发行人民币普通股（A股）2,700.67万股，每股发行价格为26.87元， 股款以人民币缴足，共计725,670,029.00元，扣除承销及保荐费用、发行登记费 以及其他发行费用共计78,798,993.28元后，净募集资金共计646,871,035.72元，上 述资金于2023年10月11日到位，已经 ...

证券代码：301517 证券简称：陕西华达 公告编号：2024-024 陕西华达科技股份有限公司 第五届董事会第四次会议决议公告 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 第四次会议通知于 2024 年 8 月 16 日以电话、电子邮件或专人送达等 方式通知全体董事，于 2024 年 8 月 27 日在陕西省西安市高新区普新 二路 5 号公司会议室以现场方式召开。本次董事会由董事长范军卫先 生召集并主持，应出席董事 9 人，实际出席董事 9 人（其中独立董事 俞善民以委托方式参加会议），监事和高级管理人员列席本次董事会。 本次会议的召集、召开符合《公司法》《公司章程》等有关规定。 二、董事会会议审议情况 （一）审议通过《关于<2024 年半年度报告>及其摘要的议案》 经审议，董事会认为：公司《2024 年半年度报告》及其摘要的 编制、审议程序符合相关法律法规及规范性文件的规定和要求，《2024 年半年度报告》的内容真实、准确、完整地反映了公司报告期内的财 务状况和经营成果， ...

陕西华达科技股份有限公司 投资者关系活动记录表 编号：投关2024-010 特定对象调研 □分析师会议 媒体采访 □业绩说明会 投资者关系活动类别 □新闻发布会 □路演活动 现场参观 □其他（请文字说明其他活动内容） 国泰君安证券 杨天昊 建信养老 臧赢舜 银河证券 杨文 参与单位名称及人员 银河证券 李良 姓名 银河证券 胡岗 绿盟实业 王杰栋 绿盟实业 张健 时 间 2024年7月10日、7月11日 地 点 陕西华达会议室 ...

陕西华达科技股份有限公司（以下简称"本公司"或"公司"） 2023 年年度权益分派方案已获 2024 年 5 月 7 日召开的 2023 年年度 股东大会审议通过，现将权益分派事宜公告如下： 一、股东大会审议通过权益分派方案情况 证券代码：301517 证券简称：陕西华达 公告编号：2024-021 陕西华达科技股份有限公司 2023 年年度权益分派实施公告 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。 1、公司 2023 年年度股东大会审议通过的 2023 年年度权益分派 方案为：以 2023 年 12 月 31 日的股本 108,026,700 股为基数，向全体 股东每 10 股派发现金红利 1.31 元（含税），合计派发现金股利 14,151,497.7 元（含税）。本次不送红股，不以资本公积金转增股本， 剩余未分配利润结转以后年度。如在本次利润分配方案公布后至实 施权益分派股权登记日期间，公司总股本由于可转债转股、股份回 购、股权激励行权、再融资新增股份上市等原因发生变动的，分配 方案按总额不变的原则实施。 2、自分配方案披露至实施期间公司股本总额未 ...

陕西华达科技股份有限公司（以下简称"公司"）股票于 2024 年 5 月 29 日、2024 年 5 月 30 日连续 2 个交易日收盘价格涨幅偏离 值累计超过 30%，根据深圳证券交易所相关规定，属于股票交易异 常波动的情况。 二、公司关注并核实情况的说明 针对公司股票异常波动情况，公司董事会进行了全面自查，并通 过网络通讯和现场问询等方式，对公司控股股东、实际控制人及持股 5%以上股东、公司全体董事、监事及高级管理人员就相关问题进行 了核实，现就有关情况说明如下： 证券代码：301517 证券简称：陕西华达 公告编号：2024-020 陕西华达科技股份有限公司 股票交易异常波动公告 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、股票交易异常波动情况 5、股票异常波动期间，不存在控股股东、实际控制人、持股 5% 以上股份的股东以及公司董事、监事、高级管理人员买卖公司股票的 行为。 1、公司未发现前期披露的信息存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易 价格产生较大影响的未公开重大信息。 3、公司目前的经营情况及内 ...