| 证券代码：688311 | 证券简称：盟升电子 | 公告编号：2026-003 | | --- | --- | --- | | 转债代码：118045 | 转债简称：盟升转债 | | 成都盟升电子技术股份有限公司 关于以部分闲置募集资金临时补充流动资金的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 成都盟升电子技术股份有限公司（以下简称"公司"）于 2026 年 1 月 8 日 召开了第五届董事会第五次会议，审议通过了《关于以部分闲置募集资金临时补 充流动资金的议案》，根据募集资金投资项目（以下简称"募投项目"）的资金 使用计划及项目的建设进度，公司在确保不影响募投项目建设进度的前提下，为 了提高募集资金使用效率，降低公司财务成本，董事会同意公司以部分闲置募集 资金临时补充流动资金。现将相关事项公告如下： 份有限公司募集资金管理制度》（以下简称"《募集资金管理制度》"），对募集资 金的存储、使用、变更、管理和监督进行了规定，对募集资金实行专户管理。公 司及全资子公司成都盟升科技有限公司对募集资金实行 ...

Group 1 - The military electronics sector increased by 1.43% on January 7, with Guankang Technology leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Guankang Technology's stock price rose by 20.00% to 82.86, with a trading volume of 18,200 lots and a transaction value of 151 million [1] Group 2 - The military electronics sector experienced a net outflow of 5.765 billion from institutional investors, while retail investors saw a net inflow of 4.719 billion [2] - The top gainers in the military electronics sector included ST Sike Rui, which rose by 13.52% to 42.66, and Fuke Defense, which increased by 10.01% to 16.71 [1] - The trading volume and transaction values for various stocks in the sector showed significant activity, with Aerospace Development recording a transaction value of 17.949 billion [1][2] Group 3 - The net inflow from retail investors in Aerospace Development was 8.68 million, while institutional investors had a net outflow of 9.06 million [3] - The stock performance of various companies in the sector varied, with some experiencing significant declines, such as Huali Chuangtong, which fell by 7.04% to 28.27 [2] - The overall market sentiment in the military electronics sector appears mixed, with both gains and losses among different stocks [2][3]

1月7日，盟升电子涨5.13%，截至发稿，报50.80元/股，成交7.54亿元，换手率9.30%，总市值85.30亿 元。 资料显示，成都盟升电子技术股份有限公司位于四川省成都市天府新区兴隆街道桐子咀南街350号，成 立日期2013年9月6日，上市日期2020年7月31日，公司主营业务涉及卫星应用技术领域相关产品的研发 及制造,是一家卫星导航和卫星通信终端设备研发、制造、销售和技术服务。主营业务收入构成为：卫 星导航78.22%，卫星通信20.66%，租赁1.12%。 从盟升电子十大流通股东角度 数据显示，长信基金旗下1只基金位居盟升电子十大流通股东。长信国防军工量化混合A（002983）三 季度新进十大流通股东，持有股数678.49万股，占流通股的比例为4.04%。根据测算，今日浮盈赚取约 1682.66万元。 长信国防军工量化混合A（002983）成立日期2017年1月5日，最新规模9.05亿。今年以来收益3.11%， 同类排名3991/8823；近一年收益64.16%，同类排名1083/8083；成立以来收益98.7%。 数据显示，长信基金旗下1只基金重仓盟升电子。长信国防军工量化混合A（002983） ...

| 证券代码：688311 | 证券简称：盟升电子 | 公告编号：2026-001 | | --- | --- | --- | | 转债代码：118045 | 转债简称：盟升转债 | | 成都盟升电子技术股份有限公司 关于"盟升转债"转股结果暨股份变动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 累计转股情况：截至 2025 年 12 月 31 日，"盟升转债"累计共有人民币 176,214,000 元已转换为成都盟升电子技术股份有限公司（以下简称"公司"） 股票，转股数量为 8,350,887 股，占"盟升转债"转股前公司已发行股份总额 5.20117%； 未转股可转债情况：截至 2025 年 12 月 31 日，"盟升转债"尚未转股的 可转债金额为 123,786,000 元，占"盟升转债"发行总量的 41.26200%； 转股情况："盟升转债"自 2024 年 3 月 18 日起开始进入转股期，自 2025 年 10 月 1 日起至 2025 年 12 月 31 日，"盟升转债"共有人民币 ...

| 证券代码：688311 | 证券简称：盟升电子 | 公告编号：2026-002 | | --- | --- | --- | | 转债代码：118045 | 转债简称：盟升转债 | | 成都盟升电子技术股份有限公司 关于归还临时补充流动资金的募集资金的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 二、归还募集资金的相关情况 截至本公告披露日，公司已将上述暂时补充流动资金的人民币12,000.00万元 闲置募集资金全部归还至募集资金专用账户，使用期限未超过12个月，并已将上 述募集资金的归还情况通知保荐机构和保荐代表人。 重要内容提示： 截至 2026 年 1 月 5 日，成都盟升电子技术股份有限公司（以下简称"公 司"）已累计归还临时补充流动资金的闲置募集资金人民币 12,000.00 万元。 一、募集资金临时补充流动资金情况 公司于2025年3月26日召开了第四届董事会第三十一次会议、第四届监事会 第十九次会议，审议通过了《关于以部分闲置募集资金临时补充流动资金的议案》， 根据募集资金投资项目的资金使用计划及项目的 ...

Core Viewpoint - The company, Alliance Electronics (688311.SH), provides satellite navigation products that offer stable high-precision positioning, speed measurement, and timing functions for carrier platforms, primarily applied in the commercial aerospace sector for rocket control systems [1] Group 1: Product Application - The satellite navigation products are mainly used in rocket control systems, providing critical parameters such as time, position, and speed for rocket flight, orbit insertion, and recovery [1] - The company has collaborated with Blue Arrow Aerospace and Star River Power Aerospace for several years, supplying satellite navigation products for their "Zhuque" and "Gushenxing" rocket series [1] Group 2: Financial Impact - Some orders have been formalized into contracts, although the monetary value of these contracts currently represents a small proportion of the company's total revenue [1] - The company commits to strictly adhering to relevant regulations regarding information disclosure [1]

Core Viewpoint - Chengdu Mingsheng Electronics Technology Co., Ltd. has signed a strategic cooperation agreement with Sichuan Energy Investment Development Co., Ltd. to focus on power communication, IoT, and data intelligence, aiming for resource complementarity, technological collaboration, and capital linkage [1][2]. Group 1: Strategic Cooperation - The cooperation is not merely a business addition but a precise layout based on Mingsheng Electronics' technological advantages, outlining a strategy of "deepening technology + expanding scenarios + building ecosystems" [1]. - The partnership will leverage Mingsheng Electronics' leading technology in anti-interference applications for power, enhancing safety capabilities in power navigation and time synchronization [1][2]. Group 2: Business Development - Mingsheng Electronics plans to transition from single products to integrated solutions, breaking product boundaries and deeply integrating into the entire power industry chain to create diversified solutions [1]. - The collaboration will focus on virtual power plant business and promote the commercialization of V2G technology through pilot projects, injecting sustained momentum into both companies' long-term development [2]. Group 3: Long-term Growth Potential - Analysts believe that this strategic cooperation is a significant move for Mingsheng Electronics' business layout, highlighting the company's core competitiveness and potential for new revenue growth as projects are implemented [2]. - The company aims to build a new development pattern across multiple industries and scenarios, enhancing its risk resistance and sustainable development capabilities, thus providing solid support for long-term performance growth [2].

Key Points - Guizhou Moutai's controlling shareholder, Moutai Group, has completed a share buyback plan, acquiring 2,071,359 shares for a total of 3 billion yuan, increasing its stake to 56.63% of the total share capital [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for a total of 4.1 billion USD, with deliveries scheduled between 2028 and 2032 [1] - ST Panda is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [1] - Huali Co. has terminated its plan to acquire a 51% stake in Zhongke Huilian due to a lack of consensus on key transaction terms [1][2] - China Duty Free Group's subsidiary has signed a contract for a duty-free project at Beijing Capital International Airport, covering an area of 10,646.74 m², with a guaranteed operating fee of 480.27 million yuan in the first year [3] - Haisheng Pharmaceutical's invested company has initiated Phase II clinical trials for NWRD06, a novel RNA drug targeting GPC3 for liver cancer, marking a significant milestone in cancer treatment [3] - WISCO Development is planning to acquire stakes in WISCO Mining and Luzhong Mining through asset swaps and cash payments, leading to a temporary suspension of its stock [4] - Yonghui Supermarket intends to publicly sell a 28.095% stake in its subsidiary Yonghui Cloud Gold Technology [5] - Shanxi Expressway plans to acquire a 15% stake in Shanxi Transportation Industry Development Group for 74.8 million yuan [5] - China Energy Construction's subsidiary has won a 6.864 billion yuan ecological comprehensive governance project [5]

Core Viewpoint - The strategic cooperation agreement between Alliance Electronics and Sichuan Energy Investment Development aims to leverage both parties' resources to enhance technological innovation and business collaboration in the power industry, focusing on areas such as power communication, IoT, and data intelligence [1][4]. Group 1: Strategic Cooperation Details - The cooperation includes six major strategic initiatives, starting with collaborative innovation in power communication networks, focusing on developing applications for topology recognition and fault location [2]. - A joint effort to create an integrated data intelligence and security platform will be established, utilizing AI for load forecasting and fault warning [2]. - The partnership will promote satellite communication and IoT applications, particularly in remote areas, enhancing emergency communication and monitoring solutions [2]. Group 2: Technical and Business Enhancements - The collaboration aims to improve the interference resistance of power equipment through the development of anti-jamming satellite navigation and time synchronization technologies [3]. - Business synergy will be strengthened, particularly in the virtual power plant sector, with a focus on V2G technology commercialization and collaborative project execution [3]. - A joint laboratory or innovation center will be established to facilitate ongoing technical evolution and research on new protocols and standards [3]. Group 3: Long-term Development and Value Creation - The partnership is expected to create a strong alliance between a leading power industry player and a technology innovator, driving long-term growth and value enhancement [4]. - The strategic agreement is seen as a significant step in Alliance Electronics' business layout, showcasing its core competitiveness and potential for revenue growth [4]. - The collaboration is anticipated to build a multi-industry and multi-scenario development framework, enhancing risk resistance and sustainable growth capabilities [4].

盟升电子(688311)12月29日晚间披露，公司与四川能投发展股份有限公司（下称"四川能投"）签署了 《战略合作协议》，双方拟充分发挥各自资源优势，深化电力行业技术创新与业务协同，推动电力通 信、物联网、数据智能等领域的合作落地。 为保证合作顺利开展，双方拟建立"高层会晤机制"、"日常工作机制"、"信息同步机制"等合作对接机 制。 据公开资料，四川能投于2011年9月29日设立，注册资本10.74亿元。公司于2018年12月在中国香港联交 所主板上市，主要从事供电、发电、电力配售、工程建设服务、新能源、电力增值服务等，系国内配售 电行业首家H股上市公司。 在盟升电子看来，协议的签署将建立起公司与四川能投的战略合作关系和合作机制，符合公司整体发展 战略规划。 财务数据显示，四川能投2024年度实现营业收入47.76亿元，归属于母公司股东的净利润4亿元；截至 2024年12月31日，四川能投资产总额为73.62亿元，归属于母公司股东的权益总额为36.15亿元。 "当电子信息的前沿技术邂逅电力行业的智能升级，一场关乎技术创新、业务协同与资本共赢的战略合 作正式落地！"盟升电子相关人士表示。 盟升电子的主营包括卫星 ...