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） ...

Investment Rating - The report maintains a "Positive" outlook on the defense and military industry [5]. Core Viewpoints - The Ministry of Industry and Information Technology has issued 19 measures to promote the development of the satellite communication industry, indicating a broad market space for satellite manufacturing and terminal applications [8][11]. - The low-altitude economy infrastructure construction in Hefei is expected to serve as a national demonstration, accelerating the industrialization of the low-altitude economy [15]. - The report emphasizes continued optimism for the military industry, particularly in light of the upcoming new phase of equipment construction and the positive progress in domestic demand [17]. Summary by Sections 1.1 Satellite Communication Industry Development - The Ministry of Industry and Information Technology aims to develop over 10 million satellite communication users by 2030, with new applications such as direct satellite connections for mobile phones [11][12]. - The report highlights the growing demand for terminal equipment in traditional emergency communication and emerging fields like transportation logistics and outdoor tourism, leading to an increased need for multi-mode and multi-frequency chips [13]. - The satellite manufacturing sector is expected to see exponential growth in orders as the frequency of satellite launches increases, with projections of nearly 16 launches per year and an average of close to 1,000 satellites in orbit by the end of next year [14]. 1.2 Low-Altitude Economy Infrastructure - Hefei's issuance of 45.6 billion yuan in special bonds for low-altitude economic infrastructure is a pioneering effort that could provide a model for other cities [15]. - The project focuses on low-altitude intelligent networks and ground infrastructure, which will support various commercial applications such as drone logistics and emergency rescue [16]. 1.3 Military Industry Outlook - The report suggests that the military industry will benefit from the upcoming new phase of equipment construction, with a focus on the positive trends in domestic demand and new productive forces [17]. - Key sectors to watch include military electronics, new quality and domain technologies, and the aerospace propulsion chain, with specific companies recommended for investment [18].