截至发稿，尤国梁累计任职时间6年79天，现任基金资产总规模42.62亿元，任职期间最佳基金回报 231.75%， 任职期间最差基金回报-15.93%。 数据显示，长城基金旗下1只基金位居陕西华达十大流通股东。长城久嘉创新成长混合A（004666）三 季度增持210万股，持有股数350万股，占流通股的比例为5.89%。根据测算，今日浮盈赚取约1246万 元。 长城久嘉创新成长混合A（004666）成立日期2017年7月5日，最新规模19.74亿。今年以来收益3.51%， 同类排名3750/8825；近一年收益100.94%，同类排名173/8084；成立以来收益211.11%。 长城久嘉创新成长混合A（004666）基金经理为尤国梁。 1月8日，陕西华达涨5.09%，截至发稿，报73.49元/股，成交11.74亿元，换手率16.80%，总市值111.14 亿元。 资料显示，陕西华达科技股份有限公司位于陕西省西安市高新区普新二路5号，成立日期2000年8月10 日，上市日期2023年10月17日，公司主营业务涉及电连接器及互连产品的研发、生产和销售。主营业务 收入构成为：射频同轴连接器43.55%，低频连接器23 ...

Group 1 - The core viewpoint of the news is that Shaanxi Huada's stock has shown significant growth since its listing, with a notable increase in trading volume and market capitalization [1] - As of January 8, Shaanxi Huada's stock price increased by 2.66% year-to-date, with a 65.58% increase over the past 60 days [1] - The company specializes in the research, production, and sales of electrical connectors and interconnection products, with its main revenue sources being RF coaxial connectors (43.55%) and low-frequency connectors (23.02%) [1] Group 2 - As of December 31, the number of shareholders for Shaanxi Huada increased by 43.03% to 28,700, while the average circulating shares per person decreased by 30.09% [2] - For the period from January to September 2025, Shaanxi Huada reported a revenue of 430 million yuan, a year-on-year decrease of 11.77%, and a net profit attributable to shareholders of -14.31 million yuan, a decrease of 141.93% [2] - The company has distributed a total of 22.36 million yuan in dividends since its A-share listing [3]

Core Insights - The strategic cooperation between Xicet Testing and Shaanxi Huada aims to enhance the commercial aerospace industry by creating a comprehensive "R&D-Production-Testing-Verification" chain, positioning both companies in the core components sector of commercial aerospace [1][2] - The partnership leverages the strengths of both companies, with Xicet Testing providing extensive testing capabilities and Shaanxi Huada specializing in high-reliability electrical connectors, thus addressing the growing demand in the commercial aerospace market [1][2] Company Summaries - Xicet Testing has established itself as a key player in aerospace testing services, equipped with certifications such as AS9100, SPCAP, and NadCAP, and has successfully completed major aerospace project testing tasks [1] - Shaanxi Huada is recognized as a leading manufacturer of aerospace electrical connectors, with a strong market presence in critical product categories like RF coaxial connectors and low-frequency connectors, contributing significantly to major projects [1][2] Industry Context - The commercial aerospace market is projected to reach 2.8 trillion yuan, with the core components sector expected to see a significant increase, creating a billion-level growth opportunity [2] - The collaboration is seen as a typical case of upstream and downstream integration within the industry, particularly as low-orbit satellite networks become more prevalent, highlighting the importance of core components and testing in ensuring product reliability [2]

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].

12月24日，陕西华达涨5.01%，截至发稿，报63.28元/股，成交5.94亿元，换手率9.98%，总市值95.70亿 元。 资料显示，陕西华达科技股份有限公司位于陕西省西安市高新区普新二路5号，成立日期2000年8月10 日，上市日期2023年10月17日，公司主营业务涉及电连接器及互连产品的研发、生产和销售。主营业务 收入构成为：射频同轴连接器43.55%，低频连接器23.02%，射频同轴电缆组件18.70%，其他产品 10.89%，电镀劳务3.07%，其他业务收入(销售原材料)0.77%。 从基金十大重仓股角度 数据显示，红塔红土基金旗下1只基金重仓陕西华达。红塔红土稳健精选混合型A（009817）三季度持 有股数1.7万股，占基金净值比例为4.13%，位居第五大重仓股。根据测算，今日浮盈赚取约5.13万元。 红塔红土稳健精选混合型A（009817）成立日期2020年10月16日，最新规模852.29万。今年以来收益 11.2%，同类排名5557/8088；近一年收益11.19%，同类排名5529/8058；成立以来收益19.51%。 红塔红土稳健精选混合型A（009817）基金经理为杨兴风。 截至发 ...

Group 1 - The core viewpoint of the news is that Shaanxi Huada Technology Co., Ltd. has seen a significant increase in its stock price, rising by 5.27% to 68.74 CNY per share, with a trading volume of 1.307 billion CNY and a turnover rate of 20.38%, leading to a total market capitalization of 10.396 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 went public on October 17, 2023, indicating its recent entry into the stock market [1] Group 2 - Among the top circulating shareholders of Shaanxi Huada, Yongying Fund has a fund that entered the top ten list, holding 585,300 shares, which is 0.98% of the circulating shares, and has made an estimated profit of approximately 2.0134 million CNY today [2] - The Yongying High-end Equipment Intelligent Selection Mixed Fund A (015789) was established on July 15, 2022, with a current scale of 209 million CNY, achieving a year-to-date return of 60.05% and a one-year return of 51.09% [2] - The fund manager, Zhang Lu, has a tenure of 6 years and 142 days, with the fund's total asset size at 22.921 billion CNY, and the best and worst returns during his tenure being 114.69% and -60.31%, respectively [3]

（文章来源：证券日报） 证券日报网讯 12月10日，陕西华达在互动平台回答投资者提问时表示，公司主营业务为电连接器及互 连产品的研发、生产和销售，主要产品包括射频同轴连接器、低频连接器、射频同轴电缆组件等三大 类，目前已广泛应用于航空航天、武器装备、通讯等领域。公司将在光电、高速连接器，微波器件，分 系统及部组件等系统集成领域进行大力拓展，并加大在商业航天、低空经济、人工智能、数据中心等新 兴技术领域的研发力度，不断拓展产品应用领域，未来市场空间将持续扩大。 ...

11月28日，陕西华达盘中上涨2.00%，截至09:42，报47.86元/股，成交1.36亿元，换手率2.92%，总市值 72.38亿元。 分红方面，陕西华达A股上市后累计派现2236.15万元。 机构持仓方面，截止2025年9月30日，陕西华达十大流通股东中，长城久嘉创新成长混合A（004666） 位居第一大流通股东，持股350.00万股，相比上期增加210.00万股。香港中央结算有限公司位居第三大 流通股东，持股88.96万股，相比上期减少6.14万股。永赢高端装备智选混合发起A（015789）位居第六 大流通股东，持股58.53万股，为新进股东。上海证券有限责任公司位居第八大流通股东，持股45.00万 股，为新进股东。富国军工主题混合A（005609）、长信金利趋势混合A（519994）退出十大流通股东 之列。 责任编辑：小浪快报 今年以来陕西华达已经1次登上龙虎榜，最近一次登上龙虎榜为8月26日，当日龙虎榜净买入-7905.69万 元；买入总计9696.04万元 ，占总成交额比7.26%；卖出总计1.76亿元 ，占总成交额比13.18%。 资料显示，陕西华达科技股份有限公司位于陕西省西安市高新区普新二 ...

Group 1 - The core viewpoint of the news is the performance and financial details of Shaanxi Huada Technology Co., Ltd., which saw a stock price increase of 5.43% to 46.98 CNY per share, with a trading volume of 249 million CNY and a turnover rate of 5.61%, resulting in a total market capitalization of 7.105 billion CNY [1] - Shaanxi Huada was established on August 10, 2000, and went public on October 17, 2023. The company specializes in the research, production, and sales of electrical connectors and interconnection products [1] - The revenue composition of Shaanxi Huada includes: RF coaxial connectors (43.55%), low-frequency connectors (23.02%), RF coaxial cable assemblies (18.70%), other products (10.89%), electroplating services (3.07%), and other business income (sales of raw materials) (0.77%) [1] Group 2 - Among the top ten circulating shareholders of Shaanxi Huada, Yongying Fund has a fund that entered the list, specifically Yongying High-end Equipment Smart Selection Mixed Fund A (015789), which holds 585,300 shares, accounting for 0.98% of the circulating shares [2] - The Yongying High-end Equipment Smart Selection Mixed Fund A was established on July 15, 2022, with a latest scale of 209 million CNY. It has achieved a year-to-date return of 27.04%, ranking 2754 out of 8130 in its category, and a one-year return of 23.36%, ranking 3619 out of 8054 [2]

Core Viewpoint - Shaanxi Huada Technology Co., Ltd. has shown a significant increase in stock price, indicating positive market sentiment and potential growth in the interconnect products sector [1]. Company Overview - Shaanxi Huada was established on August 10, 2000, and went public on October 17, 2023. The company is located in Xi'an High-tech Zone, Shaanxi Province [1]. - The main business activities include the research, production, and sales of electrical connectors and interconnect products [1]. - Revenue composition is as follows: RF coaxial connectors 43.55%, low-frequency connectors 23.02%, RF coaxial cable assemblies 18.70%, other products 10.89%, electroplating services 3.07%, and other business income (raw material sales) 0.77% [1]. Shareholder Information - Changcheng Fund's Changcheng Jiujia Innovation Growth Mixed A Fund (004666) is among the top ten circulating shareholders of Shaanxi Huada, having increased its holdings by 2.1 million shares to a total of 3.5 million shares, representing 5.89% of circulating shares [2]. - The fund has achieved a floating profit of approximately 8.47 million yuan from this investment [2]. Fund Performance - Changcheng Jiujia Innovation Growth Mixed A Fund was established on July 5, 2017, with a current scale of 1.974 billion yuan. It has recorded a year-to-date return of 33.11%, ranking 2018 out of 8130 in its category [2]. - Over the past year, the fund has achieved a return of 39.19%, ranking 1553 out of 8054 in its category, and since inception, it has returned 116.11% [2].