登录新浪财经APP 搜索【信披】查看更多考评等级 9月16日至19日，陕西华达在其会议室迎来了一场备受瞩目的调研活动，民生证券、开源证券、广发证 券等16家机构参与其中。此次调研涵盖公司收购影响、全年经营预期、民品布局及商业航天新增长点等 关键议题。 收购华经微电子，协同效应显著 在调研中，机构关注到陕西华达收购陕西华经微电子股份有限公司100%股权一事。华经微电子核心产 品丰富，包括混合集成电路及电源类、射频器件及传感器类、光模块、电位器及车用电子类产品等。其 中，集成电路和电源类产品市场广阔，光模块产线已拉通并拓展市场，导塑位移电位器在防务领域应用 广泛，车用电子类产品主要面向国内新能源车企。 民品布局与商业航天新增长点 在民品方向，陕西华达紧跟新一代通讯技术发展，增加向重点客户提供的产品品类和应用领域，依托华 经微电子光模块产线，结合研发推进布局。 商业航天领域也是公司关注重点。公司积极参与商业航天标准制定，向商业卫星提供的产品种类不断扩 充，除射频连接器、射频组件外，新增微矩形连接器、高速连接器、集束线束、光纤组件等，单星价值 量提升。公司将做好产能储备，提高保障能力与市场份额。 此次调研中，陕西华达 ...

| | 特定对象调研 | 分析师会议 | | --- | --- | --- | | 投资者关系活动类 | 媒体采访 | □业绩说明会 | | 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） | | | 民生证券 尹会伟 | | | | 民生证券 孔厚融 | | | | 开源证券 李苗钰 | | | | 广发证券 吴坤齐 | | | | 前海人寿保险 | 程正隆 | | | 陕西海拓实业发展有限公司 | 王谨 | | | 众安在线财产保险 | 徐赛 | | | 嘉实基金 王维 | | | 参与单位名称及人 | 国联民生 樊景扬 | | | 员姓名 | 中信证券 陈卓 | | | | 中信证券 梁爽 | | | | 中信证券 韩晨 | | | | 西安普潓年华健康体检有限公司 | 刘军龙 | | | 西安普潓年华健康体检有限公司 | 蒋先运 | | | 陕西富田化肥有限公司 | 商阳 | | | 国盛证券 乾亮 | | | | 国盛证券 彭元立 | | | 时 间 | | 2025年9月16日、2025年9月17日、2025年9月19日 ...

Core Viewpoint - Shaanxi Huada plans to acquire 100% equity of Huajing Microelectronics through a share issuance, marking its first industrial integration post-listing, aiming to transition from a "professional connector manufacturer" to a "comprehensive component solution provider" [1] Group 1: Strategic Significance - The acquisition is expected to create product complementarity, market synergy, and resource integration, achieving a "1+1>2" aggregation effect [1] - Both companies have a historical connection as they were established as part of national strategic deployments in the 1960s, with Shaanxi Huada being a pioneer in electrical connectors and Huajing Microelectronics specializing in thick-film hybrid integrated circuits [2] Group 2: Product and Market Expansion - Huajing Microelectronics' core products include hybrid integrated circuits, power products, RF devices, sensors, optical modules, potentiometers, and automotive electronics, with significant market potential in integrated circuits and power products [3] - The merger will enhance Huajing Microelectronics' R&D and production capabilities, allowing for rapid scale expansion and cost reduction through shared investments [3] Group 3: Synergy and Collaboration - The integration will leverage both companies' strengths in aerospace applications, with a focus on enhancing R&D investment and technology breakthroughs to support national aerospace development [4] - Both companies have established revenue streams in the UAV sector and are advancing product standardization in communication fields [4] Group 4: Competitive Advantage and Innovation - Shaanxi Huada aims to capitalize on opportunities in commercial aerospace, low-orbit satellites, and integrated information network infrastructure, enhancing its competitive edge in high-end components [6] - The company emphasizes continuous innovation, talent development, and management optimization as core strategies to support sustainable growth in the face of emerging technologies like 5G, IoT, and AI [7] - The acquisition is seen as a pivotal step in Shaanxi Huada's strategic transformation, potentially marking a significant milestone in its development journey [7]