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我国连接器产业链：上游材料+中游制造+下游应用全链布局

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所属报告：

富士达-920640-A股公司首次覆盖报告：稀缺的射频组件头部玩家防务+商业航天+量子多赛道共振-260715（30页）.pdf

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连接器产业链完整覆盖上游原材料、中游加工制造与下游应用产业三大环节。上游以金属材料（中国铜业、太钢、宝钢、包钢等）、电镀材料、塑胶材料（恒光塑胶、海利得等）为主；中游加工制造涵盖冲压、车床、电镀、塑胶加工及射出成形等工艺，代表企业包括立讯精密、中航光电、得润电子、信维通信等；下游广泛应用于通信设备、汽车设备、军用设备、计算机设备、医疗设备、工业设备及消费电子等领域。数据来源：前瞻产业研究院，西部证券研发中心四、方案架构说明> 注：该图片为我国连接器产业链示意图，展示从上游原材料到中游加工制造再到下游应用产业的完整链条结构，用于直观说明连接器产业各环节的构成与代表企业。| 产业链层级 | 核心环节 | 代表企业/材料 | 说明 ||||||| 上游：原材料 | 金属材料 | 中国铜业、陕西太钢、鞍钢集团、包钢集团、宝钢集团、白银有色、五矿金属 | 提供铜、钢等基础金属原材料 || | 电镀材料 | — | 用于连接器表面处理与防腐 || | 塑胶材料 | 恒光塑胶、海利得 | 提供绝缘与结构支撑材料 || | 其他材料 | — | 包括辅助性材料 || 中游：加工制造 | 加工工艺 | 冲压加工、车床加工、电镀加工、塑胶加工、射出成形、压铸磨具制作 | 将原材料加工为连接器组件 || | 连接器制造企业 | 立讯精密、中航光电、得润电子、信维通信 | 连接器成品研发与制造 || 下游：应用产业 | 终端应用 | 计算机设备、通信设备、医疗设备、工业设备、汽车设备、军用设备、消费电子等 | 连接器作为信号传输基础元器件 |

从我国连接器产业链的结构来看，可以提炼出三个关键特征：
上游原材料以金属和塑胶为主导，多家国有大型材料企业支撑。金属材料端以中国铜业、陕西太钢、鞍钢集团、包钢集团、宝钢集团、白银有色、五矿金属等大型国企为主，塑胶材料端以恒光塑胶、海利得为代表。上游原材料的质量和供应稳定性直接影响连接器的性能与成本。
中游连接器制造企业格局清晰，立讯精密和中航光电为行业标杆。中游加工制造环节涵盖冲压、车床、电镀、塑胶加工、射出成形、压铸磨具制作等完整工艺链。代表企业立讯精密（全球连接器TOP10）、中航光电（富士达控股股东，持股46.64%）、得润电子、信维通信等构成国内连接器制造的第一梯队。
下游应用覆盖电子工业全领域，通信、汽车、军工为三大核心赛道。连接器作为传递信号、交换信息的基本单元，下游几乎涵盖电子工业全领域。通信设备、汽车设备、军用设备为连接器需求最为集中的三大领域，富士达聚焦通信、防务、航空航天三大下游方向，产品广泛应用于5G通信、北斗系统、载人航天等国家级工程。