| 证券代码：688311 证券简称：盟升电子 公告编号：2025-050 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 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 | | | | | | | | 2024 关于 年年度报告更正的提示性公告 | | | | | | | | 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。 | | | | | | | | 成都盟升电子技术股份有限公司（以下简称"公司"）于2025年4月25日在上 | | | | | | | | 海证券交易所（www.sse.com.cn）披露了《2024年年度报告》，经事后核查，因 | | | | | | | | 工作人员计算错误，导致《2024年年度报告》中部分内容有误，现予以更正。 | | | | | | | | 本次更正不涉及公司主营业务调整，不影响2024年度资产负债表、利润表、 | | ...

华泰联合证券有限责任公司 关于成都盟升电子技术股份有限公司 上海证券交易所： 根据贵所于 2025 年 5 月 23 日出具的《关于成都盟升电子技术股份有限公司 下简称"年报问询函"）的要求。华泰联合证券有限责任公司（以下简称"持续督 导机构"）会同公司及相关中介机构就年报问询函提及的事项逐项进行了认真讨论、 核查与落实，现就有关事项出具明确核查意见如下： 一、关于营业收入。 年报显示，2024 年度，公司实现营业收入 1.39 亿元，较 2023 年大幅减少 划延期、新订单下发放缓等所致。扣除与主营业务无关的业务收入和不具备商业实 质的收入后，收入为 1.35 亿元。从季度分布来看，2024 年各季度分别确认收入 第四季度收入占比由 17.22%上升至 37.57%，季节性分布变化较大。 请你公司： （1）按试验鉴定搁置、合同执行暂停、已下订单未按计划节点交付 验收、新订单未按预期下达等影响程度，补充说明主要延期项目涉及的客户名称、 是否为关联方、产品类型、交易金额、已履约进度、后续进展安排等； （2）补充列 示 2023 年和 2024 年重要新增订单具体情况，包括但不限于客户名称、产品类型、 订单金额、 ...

Core Insights - Gaode Map has emerged as a significant player in the transportation service industry, ranking first in the traffic scale among top 10 applications as of March 2025, surpassing competitors like Baidu Map and Didi Chuxing [1][3] - The company has achieved profitability for the first time, a notable milestone in the competitive landscape of map services, where even leading platforms like Google Maps struggle with monetization [1][2] Group 1: User Base and Market Position - As of March 2025, Gaode Map boasts 873 million monthly active users, positioning it as the fourth largest application in China's mobile internet landscape, following WeChat, Taobao, and Alipay [3] - Despite its large user base, Gaode Map faces challenges in monetization due to the inherent nature of navigation tools, which require significant investment in technology and marketing to realize their commercial potential [4][7] Group 2: Business Strategy and Monetization - Gaode Map is transitioning from a navigation tool to a comprehensive lifestyle service platform, integrating various services such as instant delivery and commercial authorization fees to enhance revenue streams [4][6] - The company has implemented a tiered pricing model for its commercial services, with the advanced version priced at 100,000 yuan, indicating a strategic move towards diversified revenue generation [4] Group 3: Competitive Landscape - Gaode Map's competitive position is complicated by its role within Alibaba's ecosystem, where it serves as a traffic conduit rather than an independent service platform, limiting its strategic autonomy [8][12] - The competitive environment is intensifying, with platforms like Douyin and Meituan encroaching on Gaode Map's market share by integrating their services into navigation functionalities [8][9] Group 4: International Expansion and Challenges - Gaode Map's international efforts are constrained by its alignment with Alibaba's broader strategy, which may limit its ability to adapt to local market conditions effectively [9][12] - In contrast, Didi Chuxing has successfully expanded its international operations, demonstrating a more autonomous approach that has led to profitability in overseas markets [11][12]

国检中心（上海）芯片试验室里，工作人员正在进行芯片 检测。 本报记者 孔德晨摄 上海计测院导航实验室里，工作人员正进行卫星导航检验 检测。 上海计测院供图 扫码观看视频 芯片可靠，那如何测试这辆车"聪不聪明"？ 在隔壁宛如科幻片场的自动驾驶仿真实验室可以找到答案。四台模型机柜环绕着驾驶模拟舱，屏幕上虚 拟交通场景飞速切换——暴雨夜行人突然横穿、卡车违规变道、隧道信号丢失……"这是'数字考官'设 计的难题。"智能驾驶实验室负责人王观指向屏幕角落的代码，"1万多个危险场景，毫秒间考验车辆 的'智商'。"他现场演示L3级测试：当模拟车辆以80公里时速冲向障碍物时，系统突然接管方向盘急转 避让。王观介绍，目前L3功能仍在闯关。 据了解，目前中心在全国拥有多个智能网联测试场地，覆盖高速、城区、雨天、夜间、灯光隧道等不同 路况场景，不断提高模拟场景的真实度，满足从L0级安全辅助到L4级自动驾驶功能的测试验证，甚至 开始支持低空飞行场景。 测试卫星导航准不准 一辆智能网联汽车进入市场，需要闯多少道质量关卡？应用于车载、海事等领域的卫星导航准不准，如 何测量？近日，记者走进两家国家质检中心，探秘检验检测背后的故事。 目前，中 ...

Core Viewpoint - The Beidou Satellite Navigation System is becoming a significant force in promoting China's digital economy and international cooperation, supported by government policies and its wide application in new infrastructure, spatiotemporal big data, and smart cities [1]. Company Overview - Huada Beidou, a leading domestic space positioning service provider, is preparing for its IPO on the Hong Kong Stock Exchange, backed by strong technical barriers and state support [2]. - The company, established in 2013, focuses on navigation chip design and has become the second-largest GNSS service provider in mainland China, with a global market share of 4.8% [3][5]. Financial Performance - Huada Beidou's revenue is projected to grow from RMB 6.45 billion in 2023 to RMB 8.40 billion in 2024, with a compound annual growth rate (CAGR) of 9.7% [5]. - Despite high revenue, the company faces significant losses, with cumulative losses of RMB 5.23 billion from 2022 to 2024, attributed to high R&D expenditures [5][6]. Market Dynamics - The GNSS space positioning service industry is characterized by high growth potential, with China's market expected to reach RMB 9.54 trillion by 2028, growing at a CAGR of 14.5% from 2023 to 2028 [8]. - The Beidou system has advantages over other GNSS systems, including better anti-blocking capabilities and superior performance in low-latitude regions [7]. Competitive Landscape - Huada Beidou faces intense price competition from international giants like Qualcomm and Broadcom, which could pressure profit margins [10]. - The company has established strong technical barriers, making it a benchmark in the industry, despite the challenges posed by price wars [11][12]. R&D and Innovation - Huada Beidou's R&D investment is significant, with expenditures exceeding 40% of total expenses, focusing on high-precision positioning technology [5][12]. - The company aims to penetrate consumer markets while maintaining its technological edge, which is crucial for its long-term growth [12].

Core Points - The legal opinion letter is issued by Beijing Dentons (Guangzhou) Law Firm regarding the 2025 First Extraordinary General Meeting of Shareholders of Guangzhou Zhonghaid Satellite Navigation Technology Co., Ltd. [1][2] - The meeting is scheduled for June 13, 2025, and the law firm has been appointed to witness the meeting and provide legal opinions based on relevant laws and regulations [1][2][3] Group 1: Meeting Procedures - The meeting was convened by the sixth board of directors, with a resolution passed on May 28, 2025, to hold the meeting [3][5] - The notice for the meeting was published on May 29, 2025, in accordance with legal requirements [3][5] - The meeting will be conducted through a combination of on-site voting and online voting [5][6] Group 2: Attendance and Qualifications - A total of 464 shareholders and their proxies attended the meeting, representing 188,550,116 shares, approximately 25.3370% of the total shares [6][7] - The qualifications of the meeting attendees and the convenor were verified and found to be valid [6][8] Group 3: Agenda and Voting Results - The agenda included a proposal regarding unremedied losses reaching one-third of the paid-in capital, which was approved by the board prior to the meeting [7][8] - The voting results showed that 186,705,688 shares (approximately 99.0218%) voted in favor of the proposal, while 1,613,528 shares (approximately 0.8558%) opposed it, and 230,900 shares abstained [7][8] - The voting process was conducted in compliance with relevant laws and regulations, ensuring the legitimacy of the results [7][8]

近日，深圳华大北斗科技股份有限公司（简称"华大北斗"）正式向港交所提交了上市申请，由招银国际 和平安证券（香港）共同担任保荐人。这家总部位于深圳的公司，是空间定位服务领域的佼佼者，依托 北斗卫星导航系统，专注于导航定位芯片的设计与开发。 华大北斗在导航定位芯片设计领域占据国内领先地位，其产品线不仅支持北斗系统，还兼容全球主要 GNSS系统，为客户提供导航定位芯片、模组及相关解决方案。根据最新市场报告，2024年，华大北斗 的GNSS芯片及模组出货量高达1610万件，使其在全球GNSS空间定位服务提供商中排名第六，在中国 内地公司中排名第二，全球市场份额达到4.8%。 在双频高精度射频基带一体化GNSS芯片及模组领域，华大北斗的出货量同样表现出色，2024年以 10.5%的全球市场份额位居第四，在中国内地公司中更是独占鳌头。这一成就彰显了华大北斗在技术创 新和市场拓展方面的强劲实力。 从财务数据来看，华大北斗近年来保持了稳定的营收增长。招股书显示，2022年至2024年，公司分别实 现收入6.98亿元、6.45亿元和8.4亿元。尽管期内亏损额有所波动，但整体呈现收窄趋势，分别为9261.2 万元、2.89亿元和 ...

| [编纂]項下的[编纂]數目 | : | [编纂]股H股(視乎[編纂]行使與否而定) | | --- | --- | --- | | [编纂]數目 | : | [编纂]股H股(可予[编纂]) | | [编纂]數目 | : | [编纂]股H股(可予[编纂]及視乎[编纂]行使與否而定) | | 最高陽製] | : | 每股H股[編纂]加1.0%經紀佣金、0.0027%證監會交易徵 | | | | 費、0.00565％聯交所交易費及0.00015％會財局交易徵 | | | | 費(須於申請時以港元繳足,多繳股款可予退還) | | 面值 | | 每股H股人民幣1.00元 | | [编纂] : | | [编纂] | 据港交所6月11日披露，深圳华大北斗科技股份有限公司(简称：华大北斗)向港交所主板递交上市申请，招银国际、平安证券(香港)为其联席保荐人。 招股书显示，华大北斗为中国领先的空间定位服务提供商，由北斗卫星导航系统赋能。公司的总部位于中国深圳，在导航定位芯片设计领域处于国内领先 地位，提供支持北斗及全球主要GNSS系统的导航定位芯片和模组，同时提供GNSS相关解决方案。在芯片级双频高精度定位技术、低功耗技术、 ...

Core Viewpoint - The article emphasizes the importance of social support for military personnel and veterans in Guangzhou, highlighting various initiatives aimed at enhancing their well-being and societal respect [1][2][4]. Group 1: Social Support Initiatives - Guangzhou has implemented a range of social support initiatives for military personnel and veterans, including the establishment of 34 designated hospitals providing quality medical services to over 52,000 veterans, with a total of 2.51 million yuan in medical fee reductions [6][7]. - The city has expanded its "socialized support for the military" model, engaging over 4,000 enterprises in various supportive activities, thereby creating a robust network of community involvement [7][9]. Group 2: Technological Integration - The integration of technology into military support is a key focus, with initiatives like "Smart Technology in Military Camps" and partnerships with local tech companies to enhance military training and operational capabilities [2][3][4]. - Guangzhou has organized events where military personnel engage with advanced technology firms, fostering a culture of continuous learning and skill enhancement among soldiers [3][4]. Group 3: Culinary and Lifestyle Support - The "Send Culinary Skills to Military Camps" initiative has trained over 40 chefs from various military units, enhancing food quality and variety for troops [5][6]. - New hospitality services, such as the "Caring for Soldiers Inn," provide specialized accommodations and services for military personnel, reflecting a growing trend of prioritizing military needs in the service industry [10][11]. Group 4: Community Engagement and Recognition - The city has established various community programs aimed at recognizing and supporting veterans, including the "Red Cotton Veteran Care Fund," which has expanded its budget significantly to support veteran families [9][10]. - Initiatives like the "Centenarian Veteran Visit" program have been implemented to honor and support elderly veterans, showcasing the community's commitment to respecting their service [10][13]. Group 5: Comprehensive Support Framework - Guangzhou's approach includes a comprehensive support framework that addresses various aspects of veterans' lives, such as employment, education for military children, and housing benefits, with over 9,000 military children receiving educational support [13][14]. - The city has developed a detailed list of 152 preferential policies across multiple sectors, ensuring that military families receive substantial benefits and recognition [13].

按"三步走"发展战略，北斗系统建设的第三步就是构建全球化的北斗三号系统。很多人担心：前两 步还算好走，第三步很难走。 原标题：在北斗星群间架设"天路" ◎本报记者 张 强 通讯员 张照星 近日，国防科技大学空间仪器团队攻克星间链路光频梳精密测量难题，光频梳精密测量的测距精度 优于1.6纳米，达到目前公开报告的最高水平，可为下一代北斗卫星导航系统星间链路超精密测量提供 关键技术支撑。 该团队曾主持完成北斗三号全球卫星导航系统（以下简称"北斗三号"）星间链路的论证和研制。截 至3月30日，星间链路已在轨稳定运行十年，有力支撑了北斗三号的全球服务。 "星间链路是卫星和卫星之间的测量通信链路，好比是在卫星星群之间架设的'天路'，就如同让卫 星互相'加好友'，直接'发消息'，实时共享位置，实现自主运行。"北斗三号星间链路发明人、团队带头 人杨俊对科技日报记者表示，这使得北斗三号仅在国内部署地面站，就能实现全球范围的服务覆盖。 突破卫星间厘米级测距 "我们可以让一颗卫星同时与多颗卫星相互测量，通过几何拓扑约束来计算卫星位置。"团队成员陈 建云解释道，这就相当于单星拥有十几条测量基线，通过形成多面体的几何约束，计算出卫星的 ...