Core Viewpoint - The company, Shaanxi Huada Technology Co., Ltd., has a strong position in the domestic connector market, particularly in military applications, and is poised for growth due to increasing demand and new market opportunities from its fundraising projects [1][2]. Group 1: Company Background - The company originated from the state-owned No. 853 Factory and has over 50 years of experience in research and production, specializing in RF coaxial connectors, low-frequency connectors, and RF coaxial cable components [1]. - It ranks among the top manufacturers of military connectors in China and is controlled by the Shaanxi Provincial State-owned Assets Supervision and Administration Commission [1]. Group 2: Market Outlook - The overall connector market in China is on an upward trend, with a projected market size of 205.8 billion yuan in 2023, reflecting a 9.1% increase from the previous year, and expected to reach approximately 218.1 billion yuan in 2024 [2]. - The military connector market is anticipated to grow due to increased defense spending and the trend towards domestic substitution, which will likely boost the company's product sales [2]. Group 3: Investment Projects - The company plans to invest 339 million yuan in a satellite interconnection high-reliability connector system project, which is expected to expand its business into satellite communications and phased array antennas [2]. Group 4: Customer Base and Profitability - The company has established a stable and high-quality customer base, including major entities like China Electronics Technology Group, Aerospace Science and Technology Corporation, and Huawei, maintaining long-term cooperative relationships [2]. - The company's products are primarily customized in small batches, which enhances their competitiveness and results in a gross margin that is significantly higher than the industry average [2]. Group 5: Profit Forecast - The company forecasts net profits attributable to shareholders of 63 million yuan, 93 million yuan, and 120 million yuan for the years 2025 to 2027, with corresponding valuations of 161.1, 108.2, and 83.8 times [3].

特别提示 1、本次股东会不存在否决议案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 证券代码：301517 证券简称：陕西华达 公告编号：2025-052 陕西华达科技股份有限公司 2025 年第二次临时股东会决议公告 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。 网络投票时间：通过深圳证券交易所交易系统投票的时间为2025 年 12 月 30 日上午 9:15-9:25，9:30-11:30，下午 13:00-15:00；通过深 圳证券交易所互联网投票系统投票的时间为 2025 年 12 月 30 日上午 9:15 至下午 15:00 的任意时间。 2、召开地点：陕西省西安市高新区普新二路 5 号公司会议室 一、会议召开情况 1、召开时间：2025 年 12 月 30 日（星期二）16:00 3、召开方式：现场结合网络 4、召集人：董事会 5、主持人：董事长范军卫先生 6、本次会议的召集、召开符合《中华人民共和国公司法》《上 市公司股东会规则》《深圳证券交易所创业板股票上市规则》等有关 法律、行政法规、部门规章、规范性文件和《陕西华达科技股份 ...

北京金诚同达（西安）律师事务所 关于 陕西华达科技股份有限公司 2025 年第二次临时股东会 之 关于陕西华达科技股份有限公司 2025 年第二次临时股东会之 法律意见书 法律意见书 （2025）JTN（XA）意字第 FY1230408 号 陕西省西安市高新区锦业路 12 号迈科商业中心 25 楼 电话：029-81129966 传真：029-81121166 北京金诚同达（西安）律师事务所 法律意见书 北京金诚同达（西安）律师事务所 （2025）JTN（XA）意字第 FY1230408 号 致：陕西华达科技股份有限公司 北京金诚同达（西安）律师事务所（以下简称"本所"）接受陕西华达科技 股份有限公司（以下简称"陕西华达"或"公司"）的聘请，指派本所张宏远律 师、王嘉欣律师出席公司 2025 年第二次临时股东会（以下简称"本次股东会"）， 并对会议的相关事项出具法律意见书。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华 人民共和国证券法》《上市公司股东会规则》（以下简称"《股东会规则》"）《律师 事务所从事证券法律业务管理办法》《律师事务所证券法律业务执业规则（试行）》 等有关法律、 ...

Group 1 - The core viewpoint of the article is the strategic cooperation agreement signed between Xicetest (301306) and Shaanxi Huada (301517), marking a transition from single business collaboration to comprehensive and in-depth synergy development [1] - The partnership aims to establish a "research-production-testing-verification" collaborative system, enhancing high-quality development in high-end manufacturing sectors such as commercial aerospace, electronic products, and new energy [1]

Core Insights - The commercial aerospace sector has gained significant attention in the capital markets and investment research circles, with a surge in related reports and conference calls in the past week [1][2] - Analysts from various sectors, including telecommunications, computing, and machinery, are increasingly crossing over to study commercial aerospace, indicating a shift in focus from traditional defense and military analysis [2][3] - A total of 14 commercial aerospace-related companies have been investigated by institutions this month, with some companies receiving attention from over 50 institutions [5] Group 1: Research and Reports - There has been an explosion of deep-dive reports and conference calls focused on commercial aerospace, with 26 themed calls held in the past week, some attracting over 500 participants [3][2] - Notable reports include those from Zhongyou Securities and Guotai Junan, covering topics such as the evolution of space computing and investment perspectives in the new phase of commercial aerospace [2][3] - The research community is actively exploring the commercial aerospace supply chain, with multiple firms releasing series of reports on various aspects of the industry [3] Group 2: Institutional Interest - Institutions have shown heightened interest in commercial aerospace stocks, with 14 companies being targeted for research, including Guanglian Aviation and Chaojie Co., which have received significant institutional attention [5][6] - Guanglian Aviation has engaged in partnerships to integrate into the regional aerospace ecosystem, while Chaojie Co. focuses on manufacturing components for commercial rockets [5] Group 3: Investment Opportunities - Analysts believe that the commercial aerospace industry is at a historic development turning point, with some institutions suggesting that its status as an investment mainline may be confirmed [6][8] - The recent policy changes, such as the Shanghai Stock Exchange's guidelines for commercial rocket companies, are expected to further stimulate the industry [7] - Key investment areas identified include the commercial rocket supply chain and satellite manufacturing, which are anticipated to benefit from increased launch demand and technological advancements [7][8]

Group 1 - The core transaction on December 26 involved 1 million shares of Shaanxi Huada, with a transaction value of 65.33 million yuan, reflecting a 2% discount compared to the closing price of 66.66 yuan on the same day [2][3] - The buyer was Guolian Minsheng Securities Co., Ltd., and the seller was Guotai Junan Securities Co., Ltd. [2][3] - The stock closed up by 0.95% on the day, with a trading volume of 1.378 billion yuan and a turnover rate of 21.09% [2][3] Group 2 - The latest margin financing balance for Shaanxi Huada is 367 million yuan, which has increased by 27.1 million yuan over the past five days, representing a growth of 7.97% [3] - Shaanxi Huada Technology Co., Ltd. was established on August 10, 2000, with a registered capital of 1.5123738 billion yuan [3]

12月26日，陕西华达收涨0.95%，收盘价为66.66元，发生1笔大宗交易，合计成交量100万股，成交金额 6533万元。 第1笔成交价格为65.33元，成交100.00万股，成交金额6,533.00万元，溢价率为-2.00%，买方营业部为国 联民生证券股份有限公司无锡盛岸西路证券营业部，卖方营业部为国泰海通证券股份有限公司西安雁塔 路证券营业部。 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为6533万元。该股近5个交易日累计 下跌6.63%，主力资金合计净流出1.62亿元。 责任编辑：小浪快报 ...

Core Viewpoint - "Space computing power" is not merely a concept hype but is rooted in profound industrial evolution logic, addressing the limitations of traditional satellites in data processing and transmission efficiency. Group 1: Key Companies and Their Highlights - Shanghai Port (605598.SH) focuses on lightweight, high-temperature resistant perovskite batteries to meet the energy needs of computing satellites, with a latest stock price of 61.90 yuan and a daily increase of +10.01% [1] - China Satellite (600118.SH) is the leading domestic satellite manufacturer with an annual production capacity of 200 small satellites, playing a key role in the national "Trinity Computing Constellation" project, with a latest stock price of 72.73 yuan and a daily increase of +10.00% [2] - Tongyu Communication (002792.SZ) provides the core satellite communication phased array antennas essential for signal transmission between satellites and ground stations, with a latest stock price of 38.18 yuan and a daily increase of +10.00% [3] - Aerospace Electronics (600879.SH) holds over 90% market share in onboard computers, with its AI processing modules enhancing satellite computing power from T-level to P-level, crucial for the "Trinity Computing Constellation" project, with a latest stock price of 18.61 yuan and a daily increase of +9.99% [4] - Fudan Microelectronics (688385.SH) is the only domestic company capable of mass-producing radiation-resistant FPGAs, providing hardware reliability for satellite computing modules, with a latest stock price of 75.20 yuan and a daily increase of +16.21% [5] Group 2: Additional Companies and Their Contributions - Aerospace Smart Equipment (300455.SZ) has over 70% market share in onboard computer systems for commercial satellites, with a latest stock price of 18.26 yuan and a daily increase of +10.44% [7] - Zhongke Star Map (688568.SH) has developed an integrated data processing platform that combines FPGA chips and AI algorithms for efficient space-based computing, with a latest stock price of 51.96 yuan and a daily increase of +7.11% [8] - Shanghai Huguang (603131.SH) is involved in commercial space launches with capabilities for multi-satellite launches, aligning with the needs of computing constellations, with a latest stock price of 29.88 yuan and a daily increase of +6.71% [9] - Shunhao Co., Ltd. (002565.SZ) has invested in Beijing Orbit Chen Guang, focusing on the construction of giant computing satellite constellations, with a latest stock price of 15.56 yuan and a daily increase of +5.99% [10] - Qianzhao Optoelectronics (300102.SZ) has achieved a solar cell conversion efficiency of 28%, providing stable energy support for space computing devices, with a latest stock price of 24.62 yuan and a daily increase of +5.62% [11]

Group 1: Company Overview - The company's revenue structure is heavily reliant on the defense sector, with significant contributions from the top five military clients [3] - In the satellite sector, revenue from commercial satellites is increasing year by year, while commercial 6G clients are concentrated among leading civil communication enterprises [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, and has expanded into new civil aerospace clients [3] - Increased investment in technological innovation and collaboration with leading communication companies enhances cost control and delivery capabilities, solidifying market competitiveness [3] Group 3: Production Capacity - The company focuses on optimizing resource allocation and enhancing production process control to improve both quality and delivery speed [3] - To meet future demands in commercial aerospace, the company is actively preparing production capacity and enhancing automation in manufacturing processes [3] Group 4: Market Expansion - The company's products are widely used in aerospace, weaponry, and communications, with applications extending to the automotive industry and next-generation communication technologies [3] - The company has obtained automotive-grade connector certification and plans to increase R&D capabilities and market promotion efforts to expand its presence in the civilian market [3] Group 5: Investor Relations - The company engaged in thorough communication with investors, adhering to its information disclosure management system to ensure the accuracy and timeliness of information [4]

Group 1 - The core viewpoint of the news is the performance and market position of Shaanxi Huada Technology Co., Ltd., which has seen a stock price increase of 5.01% to 63.28 CNY per share, with a total market capitalization of 9.57 billion CNY [1] - Shaanxi Huada specializes in the research, production, and sales of electrical connectors and interconnection products, with its main revenue sources being RF coaxial connectors (43.55%), low-frequency connectors (23.02%), RF coaxial cable assemblies (18.70%), and other products [1] - The company was established on August 10, 2000, and was listed on October 17, 2023, indicating a relatively recent entry into the public market [1] Group 2 - The Hongta Hongtu Fund has a significant holding in Shaanxi Huada, with the Hongta Hongtu Stable Selection Mixed A Fund (009817) holding 17,000 shares, representing 4.13% of the fund's net value, making it the fifth-largest holding [2] - The fund has achieved a year-to-date return of 11.2% and ranks 5557 out of 8088 in its category, with a one-year return of 11.19% [2] - The fund manager, Yang Xingfeng, has been in charge for 2 years and 326 days, with the fund's total asset size at 517 million CNY and a best return of 18.95% during his tenure [3]