Core Viewpoint - The satellite ETF (159206) has seen a significant increase, rising 1.36% and achieving a six-day consecutive gain, driven by strong performances from constituent stocks like China Satellite (600118) and others [3][4]. Group 1: ETF Performance - The satellite ETF's latest scale reached 2.536 billion yuan, marking a new high since its inception [4]. - The ETF's shares have also reached 1.921 billion, setting a record since its establishment [5]. - Over the past nine days, the ETF has experienced continuous net inflows, totaling 793 million yuan, with a peak single-day net inflow of 294 million yuan [5]. Group 2: Industry Outlook - According to the Satellite Industry Association, the global commercial satellite industry is expected to dominate the aerospace sector, accounting for 71% of global aerospace business in 2024 [7]. - The Chinese commercial aerospace market is projected to exceed 2.8 trillion yuan by 2025, indicating a robust growth outlook for the satellite industry [7]. - The satellite communication industry is anticipated to reach a market size of 200 to 400 billion yuan by 2030, with an annual compound growth rate between 10% and 28% [7]. - The satellite ETF (159206) focuses on commercial aerospace and satellite communication, positioning it for potential growth under the "strong aerospace nation" backdrop [7].

证券代码：688311 证券简称：盟升电子 公告编号：2025-078 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 关于公司控股股东、实际控制人及其一致行动人协议转让股份过户完成的公告 本公司董事会、全体董事及相关股东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： 二、协议转让完成股份过户登记 2025年12月10日，公司接到向荣先生及其一致行动人的通知，本次协议转让已在中国证券登记结算有限 责任公司办理完成过户登记手续，并取得中国证券登记结算有限责任公司出具的《证券过户登记确认 书》，过户日期为2025年12月9日，过户数量合计为10,500,000股，股份性质为无限售流通股。 本次协议转让情况与前期披露的《股份转让协议》约定安排一致，前期公告披露后未签订补充协议或者 作出其他安排。受让方已按照《股份转让协议》相关约定完成了本次股份转让过户登记前涉及的前期价 款支付；根据协议约定，受让方需在过户登记后完成剩余股份转让价款的支付。 ● 成都盟升电子技术股份有限公司（以下简称"公司"）控股股东、实际控制人 ...

每经AI快讯，盟升电子（SH 688311，收盘价：38.28元）12月10日晚间发布公告称，成都盟升电子技术 股份有限公司控股股东、实际控制人向荣先生及其一致行动人成都荣投创新投资有限公司、南京盟升志 合企业管理合伙企业（有限合伙）、南京盟升创合企业管理合伙企业（有限合伙）于2025年10月16日与 四川发展引领资本管理有限公司签署了《股份转让协议》，向荣先生及其一致行动人拟通过协议转让方 式合计转让其持有的公司股份1050万股，占公司总股本的6.25%，上述股份为公司首次公开发行前取得 的股份，均为无限售条件的流通股。 2024年1至12月份，盟升电子的营业收入构成为：卫星导航占比55.25%，卫星通信占比41.74%，其他业 务占比3.01%。 截至发稿，盟升电子市值为64亿元。 （记者 王晓波） 2025年12月10日，公司接到向荣先生及其一致行动人的通知，本次协议转让已在中国证券登记结算有限 责任公司办理完成过户登记手续，并取得中国证券登记结算有限责任公司出具的《证券过户登记确认 书》，过户日期为2025年12月9日，过户数量合计为1050万股，股份性质为无限售流通股。 每经头条（nbdtoutia ...

| 证券代码：688311 | 证券简称：盟升电子 | 公告编号：2025-078 | | --- | --- | --- | | 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 关于公司控股股东、实际控制人及其一致行动人协议 转让股份过户完成的公告 本公司董事会、全体董事及相关股东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： 本次协议转让情况与前期披露的《股份转让协议》约定安排一致，前期公告 披露后未签订补充协议或者作出其他安排。受让方已按照《股份转让协议》相关 约定完成了本次股份转让过户登记前涉及的前期价款支付；根据协议约定，受让 方需在过户登记后完成剩余股份转让价款的支付。 | 股东名称 | 转让过户 | 本次转让前 | | 本次变动 | | 本次转让后 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 登记日期 | 过户前持股 | 过户前持股 | 转让股份 | 转让股份 | 过户后持股 | 过户后持股 | | | | 数 ...

盟升电子公告，公司控股股东、实际控制人向荣先生及其一致行动人荣投创新、盟升志合、盟升创合与 四川发展引领资本管理有限公司签署了《股份转让协议》，拟通过协议转让方式合计转让其持有的公司 股份1050万股，占公司总股本的6.25%。本次协议转让已在中国证券登记结算有限责任公司办理完成过 户登记手续，过户日期为2025年12月9日，过户数量为1050万股，股份性质为无限售流通股。 ...

Core Viewpoint - The company has made significant progress in its airborne satellite communication business, achieving multiple certifications and initiating new product development for the civil aviation market [1] Group 1: Certification and Product Development - The company is the first in China to obtain FAA/EASA/CAAC tripartite airworthiness certification for its satellite communication products [1] - Certified aircraft models include major civil aviation types such as A321, A320, B777, and B737 [1] - The company has completed small batch deliveries of its KU single-frequency airborne satellite communication antennas [1] Group 2: Future Initiatives - The company has started the development of phased array satellite communication products for the civil aviation market [1] - Ongoing communication with multiple clients regarding the certification needs for mature products [1] - The company is advancing the development of low and high orbit compatible phased array satellite communication products through industry collaborations [1]

证券日报网讯 12月8日，盟升电子在互动平台回答投资者提问时表示，公司股东与四川发展引领资本管 理有限公司签署的股份协议转让相关手续正在办理中，待完成过户后会履行信息披露义务，请关注公司 相关公告。 （文章来源：证券日报） ...

Core Viewpoint - The company has made significant progress in its airborne satellite communication business, achieving multiple certifications and initiating new product development for the civil aviation market [1] Group 1: Certification and Product Development - The company is the first in China to obtain FAA/EASA/CAAC tripartite airworthiness certification for satellite communication products [1] - Certified aircraft models include major civil aviation types such as A321, A320, B777, and B737 [1] - The company has completed small batch deliveries of the KU single-band airborne satellite communication antenna [1] Group 2: Future Initiatives - The company has started the development of phased array satellite communication products for civil aviation applications [1] - Ongoing communication with multiple clients regarding new certification requirements for mature products [1] - The company is advancing the development of high and low orbit compatible civil aviation phased array satellite communication products through industry collaborations [1]

Group 1 - The company provides satellite navigation systems for the Long March 12 rocket, which is a critical component for rocket control [1] - The navigation system accurately processes signals from multiple satellites to determine key parameters such as the rocket's position, speed, and time in real-time [1] - This system offers high-precision navigation information during both the launch and flight phases of the rocket [1]

Core Insights - The commercial aerospace market in China is experiencing significant growth, particularly in satellite communication, driven by favorable policies and market demand [1][2] - Chengdu Mingsheng Electronic Technology Co., Ltd. (Mingsheng Electronics) is positioning itself as a key player in the domestic satellite communication sector through technological innovation and product development [1][3] Policy Developments - Multiple favorable policy signals have been released, including the issuance of regulations for direct satellite services and guidelines to promote the satellite communication industry [2] - The establishment of a dedicated Commercial Space Administration by the National Space Administration marks a new opportunity for the industry [2] Market Trends - The demand for satellite communication is shifting from niche applications to mainstream needs, with significant growth expected in sectors such as maritime, aviation, and emergency services [3] - Major telecommunications companies in China have received licenses for satellite mobile communication services, indicating a rapid expansion of market applications [2] Company Positioning - Mingsheng Electronics has established a strong foothold in the maritime and aviation markets, achieving significant certifications for its satellite communication products [4] - The company is recognized for its cost-effective and responsive products, leading to a dominant position in the domestic market [4] Future Outlook - Mingsheng Electronics plans to continue its focus on satellite communication, with ongoing product development and partnerships with domestic operators and airlines [5] - The company aims to enhance its product matrix and explore new opportunities in overseas markets while maintaining its technological leadership in the industry [5]