Core Viewpoint - The recent acceleration in China's satellite internet construction is driving significant growth in related stocks, particularly in the satellite ETF sector, with notable increases in stock prices of key companies involved in this industry [2][5][6]. Group 1: Market Performance - The satellite ETF (159206) has risen by 1.89%, with significant gains in constituent stocks such as Aerospace Zhizhuang up over 11% and Guodun Quantum up over 8% [2][3]. - Other stocks showing strong performance include Alliance Electronics, XW Communication, and Guoke Micro, with increases ranging from approximately 5% to 8.5% [3]. Group 2: Industry Developments - China has recently accelerated its satellite internet initiatives, with three successful satellite launches in October, including the sixth batch of the "Thousand Sails Constellation" network [5]. - The successful launch of 12 low-orbit satellites using the Long March 8 rocket and the deployment of 18 satellites in one launch using the Long March 6 rocket highlight advancements in China's satellite capabilities [5]. - The successful launch of the 20th communication technology test satellite marks a significant milestone in satellite communication technology verification [5]. Group 3: Strategic Importance - The recent Fourth Plenary Session emphasized the strategic importance of the aerospace industry, positioning it as a core frontier industry amid international competition [6]. - The recognition of commercial aerospace as a "new growth engine" in the government work report further underscores the industry's elevated status and potential for accelerated development during the 14th Five-Year Plan period [6].

Group 1 - The core viewpoint of the news is that Mengsheng Electronics has seen a stock price increase of 5.08%, reaching 35.98 CNY per share, with a trading volume of 1.23 billion CNY and a turnover rate of 2.08%, resulting in a total market capitalization of 60.42 billion CNY [1] - Mengsheng Electronics, established on September 6, 2013, and listed on July 31, 2020, specializes in the research, development, manufacturing, and sales of satellite application technology products, focusing on satellite navigation and satellite communication terminal equipment [1] - The company's main business revenue composition includes satellite navigation at 78.22%, satellite communication at 20.66%, and leasing at 1.12% [1] Group 2 - From the perspective of major fund holdings, Zhongyou Fund has a significant position in Mengsheng Electronics, with its Core Technology Innovation Flexible Allocation Mixed Fund (000966) holding 35,000 shares, accounting for 1.86% of the fund's net value, ranking as the sixth-largest holding [2] - The Core Technology Innovation Flexible Allocation Mixed Fund (000966) has a total scale of 80.8047 million CNY and has achieved a year-to-date return of 29.68%, ranking 3058 out of 8226 in its category [2] - The fund manager, Cao Si, has been in position for 11 years and 157 days, with the fund's best return during his tenure being 107.3% and the worst being 3.06% [2]

Group 1 - The company held its fifth board meeting on October 23, 2025, where all seven directors attended, confirming the legality and validity of the meeting procedures [2][5]. - The board approved the proposal to grant 671,700 restricted stocks to 53 incentive objects at a price of 19.36 yuan per share, with the grant date set as October 23, 2025 [3][15]. - The stock grant represents 0.40% of the company's total share capital of 167,919,082 shares [15]. Group 2 - The company will hold a third-quarter performance briefing on November 3, 2025, from 10:00 to 11:00 AM, via the Shanghai Stock Exchange Roadshow Center [9][12]. - Investors can submit questions for the briefing from October 27 to October 31, 2025, and the company will address common concerns during the session [8][10].

Core Points - The company announced the approval of a restricted stock incentive plan for 2025, with a total of 671,700 shares to be granted to 53 incentive recipients at a price of 19.36 yuan per share [2] Group 1 - The fifth board meeting of the company will be held on October 23, 2025, to review the incentive plan [2] - The total number of restricted stocks to be granted is 671,700 [2] - The grant date for the restricted stocks is set for October 23, 2025 [2]

成都盟升电子技术股份有限公司（以下简称"公司"）将于 2025 年 10 月 28 日在上海证券交易所（www.sse.com.cn）披露《成都盟升电子技术股份有限公 司 2025 年第三季度报告》。为加强与投资者的深入交流，使投资者更加全面、 深入地了解公司情况，公司拟以网络图文互动方式召开 2025 年第三季度业绩说 明会，欢迎广大投资者积极参与。公司现就 2025 年第三季度业绩说明会提前向 广大投资者征集相关问题，广泛听取投资者的意见和建议。 二、说明会召开的时间、地点 本次业绩说明会将于 2025 年 11 月 3 日（星期一）上午 10:00-11:00 在上海 证券交易所路演中心（http://roadshow.sseinfo.com）在线召开。 三、参会人员 | 证券代码：688311 | 证券简称：盟升电子 | 公告编号：2025-075 | | --- | --- | --- | | 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 关于召开 2025 年第三季度业绩说明会的公告 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 ...

二、董事会会议审议情况 | 证券代码：688311 | 证券简称：盟升电子 公告编号：2025-074 | | --- | --- | | 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 第五届董事会第三次会议决议公告 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。 一、董事会会议召开情况 成都盟升电子技术股份有限公司（以下简称"公司"）第五届董事会第三次 会议通知于2025年10月20日以通讯方式送达全体董事。会议于2025年10月23日在 公司会议室以现场和通讯结合的方式召开。本次会议由公司董事长向荣先生召集 并主持，应出席会议董事为7名，实际出席会议董事7名。本次会议的召集和召开 程序符合《中华人民共和国公司法》和《成都盟升电子技术股份有限公司章程》 等相关规定，会议形成的决议合法、有效。 与会董事就各项议案进行了审议，并表决通过以下事项： 1、审议通过《关于向2025年限制性股票激励计划激励对象预留授予限制性 股票的议案》 根据《上市公司股权激励管理办法》《成都盟升电子技术股份有限 ...

Group 1 - The core point of the article is that Mengsheng Electronics (SH 688311) announced the convening of its fifth board meeting on October 23, 2025, to discuss the proposal for the reserved grant of restricted stock under the 2025 restricted stock incentive plan [1] - For the fiscal year 2024, the revenue composition of Mengsheng Electronics is as follows: satellite navigation accounts for 55.25%, satellite communication for 41.74%, and other businesses for 3.01% [1] - As of the time of reporting, the market capitalization of Mengsheng Electronics is 5.6 billion yuan [1]

成都盟升电子技术股份有限公司 2025 年限制性股票激励计划激励对象名单（预留授予日） 注：1、公司全部在有效期内的股权激励计划所涉及的标的股票总数累计未超过公司股 本总额的 20%。本激励计划中任何一名激励对象通过全部在有效期内的股权激励计划所获 授的限制性股票数量累计均未超过公司股本总额的 1%。 3、上述合计数与各明细数直接相加之和在尾数上如有差异，是由于四舍五入所造成。 成都盟升电子技术股份有限公司董事会 2025 年 10 月 23 日 序号 姓名 国籍 职务 获授的限制 性股票数量 （万股） 占本激励计划 预留授予限制 性股票总数的 比例 占本激励计划 公告日公司股 本总额的比例 1 刘荣 中国 董事、总经理 2.90 4.32% 0.0173% 2 覃光全 中国 董事、副总经理、 核心技术人员 2.90 4.32% 0.0173% 3 毛钢烈 中国 董事、副总经理、 董事会秘书 2.60 3.87% 0.0155% 4 陈英 中国 财务负责人 1.20 1.79% 0.0071% 5 杜留威 中国 核心技术人员 1.00 1.49% 0.0060% 6 吴真 中国 核心技术人员 0.78 1.1 ...

| 证券代码：688311 | 证券简称：盟升电子 | 公告编号：2025-073 | | --- | --- | --- | | 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 关于向 2025 年限制性股票激励计划激励对象预留授 予限制性股票的公告 《成都盟升电子技术股份有限公司 2025 年限制性股票激励计划（草案）》 （以下简称"《激励计划（草案）》"、"本激励计划"）规定的 2025 年限制 性股票预留授予条件已成就，根据成都盟升电子技术股份有限公司（以下简称"公 司"或"盟升电子"）2024 年年度股东大会的授权，公司于 2025 年 10 月 23 日 召开第五届董事会第三次会议，审议通过了《关于向 2025 年限制性股票激励计 划激励对象预留授予限制性股票的议案》，同意以 2025 年 10 月 23 日为限制性 股票的预留授予日，合计向 53 名激励对象授予 67.17 万股限制性股票，授予价 格为 19.36 元/股。现将有关事项说明如下： 一、限制性股票授予情况 （一）本次限制性股票预留授予已履行的决策程序和信息披露情况 1、2025 年 4 月 3 ...

成都盟升电子技术股份有限公司 董事会薪酬与考核委员会关于 2025 年限制性股票激励计划 激励对象名单（预留授予日）的核查意见 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国 证券法》（以下简称"《证券法》"）、《上市公司股权激励管理办法》（以下简称"《管 理办法》"）、《上海证券交易所科创板股票上市规则》（以下简称"《上市规则》"） 等相关法律、法规及规范性文件和《成都盟升电子技术股份有限公司章程》的有 关规定，作为成都盟升电子技术股份有限公司（以下简称"公司"）董事会薪酬 与考核委员会，我们现就公司《2025 年限制性股票激励计划（草案）》（以下简 称"《激励计划（草案）》"、"本激励计划"）预留授予激励对象名单进行审核，发 表核查意见如下： （6）中国证监会认定的其他情形。 2、本激励计划预留授予的激励对象均为在公司（含合并报表子公司）任职 的董事、高级管理人员、核心技术人员、中层管理人员及核心骨干，均为公司正 式在职员工，激励对象中不包括公司独立董事和外籍员工。 3、预留授予的激励对象均具备《公司法》《证券法》等法律、法规和规范性 文件以及《公司章程》规定的任职资格，符合《管 ...