证券时报·数据宝统计，截至今日上午收盘，上证综指3567.02点，收于半年线之上，涨跌幅0.20%，A股 总成交额为9323.22亿元。到目前为止，今日有89只A股价格突破了半年线，其中乖离率较大的个股有盟 升电子、金杨股份、百傲化学等，乖离率分别为4.81%、3.91%、3.74%；启明信息、大业股份、片仔癀 等个股乖离率较小，刚刚站上半年线。 8月4日突破半年线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 半年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 688311 | 盟升电 子 | 6.33 | 4.01 | 37.68 | 39.49 | 4.81 | | 301210 | 金杨股 份 | 5.81 | 10.97 | 42.39 | 44.05 | 3.91 | | 603360 | 百傲化 学 | 6.19 | 2.38 | 20.51 | 21.28 | 3.74 | | 002625 | 光启技 术 | ...

Core Viewpoint - The A-share market has seen significant gains in military stocks, with several companies reaching historical highs in their stock prices [1] Group 1: Stock Performance - Xingchen Technology has increased by over 18%, reaching a historical high [1] - Beifang Changlong has risen by over 17%, also achieving a historical high [1] - Xiling Power has gained over 13%, marking a historical high [1] - Great Wall Military Industry has hit the daily limit, reaching a historical high [1] - Guoji Precision has also hit the daily limit, achieving a historical high [1] - Other notable performers include Hengyu Xintong, Zhimingda, Shaanxi Huada, Zhenxin Technology, Jianghang Equipment, and Mengsheng Electronics, all showing significant gains [1]

智通财经8月4日电，军工板块日内扩大涨幅，北方长龙涨超15%，此前长城军工、国机精工涨停，均创 历史新高，恒宇信通、智明达、陕西华达、振芯科技、江航装备、盟升电子等多股涨幅靠前。消息面 上，财通证券指出，地缘冲突加剧强化各国安全诉求，全球军费开支进入上行周期，带动军贸市场持续 扩容，叠加国产替代能力提升，军贸逻辑有望驱动板块重估。 军工股涨势扩大 北方长龙等多股创历史新高 ...

Core Viewpoint - The military industrial information technology sector has experienced a short-term surge, with notable stock price increases among several companies [1] Group 1: Company Performance - Zhanpeng Technology has reached its daily limit increase in stock price [1] - Guanwang Technology, Huaru Technology, China Haifang, Aerospace Hongtu, and Mengsheng Electronics have all seen significant stock price increases [1]

Group 1 - The A-share military industry information technology sector experienced a short-term surge, with Zhanpeng Technology hitting the daily limit [1] - Other companies such as Guankang Technology, Huaru Technology, China Marine Defense, Aerospace Hongtu, and Mengsheng Electronics also saw significant increases [1]

根据最新一期财务数据，2025年1月-3月，盟升电子实现营业收入2111.3万元，同比增加48.01%；归属 净利润-0.15亿元，同比增加30.88%；扣非净利润-0.195亿元，同比增加26.22%。 7月31日，盟升转债盘中上涨2.32%报218.569元/张，成交额3041.71万元，转股溢价率19.59%。 截至2025年3月，盟升电子筹码集中度非常集中。十大股东持股合计占比49.52%，十大流通股东持股合 计占比49.54%。股东人数6998户，人均流通股2.399万股，人均持股金额89.02万元。 资料显示，盟升转债信用级别为"A"，债券期限6年（本次发行的可转债票面利率为第一年0.20%、第二 年0.40%、第三年0.60%、第四年1.50%、第五年1.80%、第六年2.50%），对应正股名称为盟升电子，转 股开始日为2024年3月18日，转股价20.94元。 可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转换，则可以继续持有债券，直到偿还期 ...

Group 1 - The article highlights the target price increases for several listed companies, with notable gains for Ecovacs, Yingke Medical, and Ruina Intelligent, showing target price increases of 46.04%, 39.79%, and 38.85% respectively, across the small appliances, medical devices, and general equipment sectors [1][2] - On July 29, a total of 32 listed companies received broker recommendations, with Dongpeng Beverage receiving 5 recommendations, Haida Group 4, and Western Mining 3 [3] Group 2 - Three companies received their first coverage on July 29, including Ruina Intelligent with an "Accumulate" rating from Guotai Junan Securities, Yayi International with a "Buy" rating from Shanghai Securities, and Dongpeng Beverage with a "Buy" rating from Qunyi Securities (Hong Kong) [4]

Core Insights - On July 29, 2023, brokerage firms provided target prices for listed companies, with notable increases for companies such as Ecovacs, Yingke Medical, and Ruina Intelligent, showing target price increases of 46.04%, 39.79%, and 38.85% respectively, across the small appliances, medical devices, and general equipment sectors [1][2]. Group 1: Target Price Increases - Ecovacs (603486) received a target price of 112.00 with a target increase of 46.04% from CITIC Securities [2]. - Yingke Medical (300677) has a target price of 45.00, reflecting a 39.79% increase, also from CITIC Securities [2]. - Ruina Intelligent (301129) was assigned a target price of 35.63, indicating a 38.85% increase from Guotai Junan Securities [2]. Group 2: Brokerage Recommendations - A total of 32 listed companies received brokerage recommendations on July 29, with Dongpeng Beverage receiving 5 recommendations, Hai Da Group 4, and Western Mining 3 [4]. - Dongpeng Beverage (605499) closed at 286.72 and was recommended by 5 firms in the beverage and dairy industry [5]. - Hai Da Group (002311) closed at 54.84 with 4 recommendations in the same sector [5]. Group 3: First Coverage - On July 29, 2023, 3 companies received their first coverage from brokerages, including Ruina Intelligent with an "Increase" rating from Guotai Junan Securities, Yayi International with a "Buy" rating from Shanghai Securities, and Dongpeng Beverage with a "Buy" rating from Qunyi Securities (Hong Kong) [6][7]. - Ruina Intelligent (301129) was rated "Increase" in the general equipment sector [7]. - Yayi International (000893) received a "Buy" rating in the agricultural chemical products sector [7].

Core Viewpoint - The funds in the special account for the issuance of convertible bonds by Chengdu Mengsheng Electronics Technology Co., Ltd. have been partially frozen due to a legal dispute with Sichuan First Construction Engineering Co., Ltd. [1][2] Group 1: Account Information - The frozen account has a balance of 83,245,566.72 yuan, with 4,679,530.29 yuan frozen [3][4] - The account is held at CITIC Bank Chengdu Wuhou Branch [3] Group 2: Reason for Freezing - The freezing of funds is a result of a dispute over a construction contract, where Sichuan First Construction is seeking property preservation through the court [4][5] - The frozen amount represents 1.59% of the net proceeds from the convertible bond issuance and 1.40% of the company's audited cash as of December 31, 2024 [4][6] Group 3: Company Actions and Legal Proceedings - The company is actively gathering evidence and preparing to defend itself in court [4][5] - A property preservation replacement application has been submitted to the court, which has been accepted [4][6] Group 4: Impact of Freezing - The frozen funds are not expected to significantly impact the company's operations or the implementation of investment projects, as the amount is relatively small [5][6] - The funds in the special account are specifically for the "Research and Production Center for Electronic Countermeasure Equipment" project [5][6] Group 5: Resolution of Freezing - As of July 25, 2025, the frozen funds have been released and the account is back to normal usage [6] - The company continues to monitor the situation and fulfill its disclosure obligations [6]

华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐机构"） 作为成都盟升电子技术股份有限公司（以下简称"盟升电子"或"公司"）2023 年向不特定对象发行可转换公司债券并在科创板上市的保荐机构，根据《证券发 行上市保荐业务管理办法》《可转换公司债券管理办法》《上海证券交易所上市公 司自律监管指引第 12 号——可转换公司债券》以及《上海证券交易所科创板上 市公司自律监管指引第 1 号——规范运作》等法律、行政法规、部门规章及业务 规则，对公司募集资金专用账户部分资金被冻结事项进行了认真、审慎的核查， 核查具体结果如下： 一、被冻结账户基本信息 | 开户名称 | 开户行 | 银行账号 | 账户余额 | 冻结金额 | | --- | --- | --- | --- | --- | | | | | （元） | （元） | | 成 都 盟 升 电 子 | 中 信 银 行 | | | | | 技 术 股 份 有 限 | 成 都 武 侯 | 8111001012200928639 | 83,245,566.72 | 4,679,530.29 | | 公司 | 支行 | | | | 二、银行账户资金被冻结的原因 公 ...