Core Viewpoint - The company Mengsheng Electronics (688311.SH) has triggered the conditional redemption clause for its convertible bonds due to its stock price meeting specific criteria, leading to a decision for early redemption of the bonds [1] Group 1: Stock Performance and Redemption Trigger - From January 19, 2026, to February 6, 2026, the company's stock price closed at or above 130% of the current conversion price of the "Mengsheng Convertible Bonds," which is 20.94 yuan, specifically reaching 27.22 yuan per share [1] - The company convened its sixth meeting of the fifth board of directors on February 6, 2026, and approved the proposal for early redemption of the "Mengsheng Convertible Bonds" [1] Group 2: Redemption Process and Investor Options - The company will redeem all "Mengsheng Convertible Bonds" at the face value plus accrued interest on the redemption registration date [1] - Investors holding "Mengsheng Convertible Bonds" can either continue trading in the secondary market within the specified time or convert at the price of 20.94 yuan per share, or face mandatory redemption at 100 yuan per bond plus accrued interest, which may lead to significant investment losses [1]

Core Viewpoint - The company, Alliance Electronics (688311.SH), has triggered the conditional redemption clause for its convertible bonds due to the stock price meeting specific criteria, leading to a decision to redeem all outstanding bonds at face value plus accrued interest [1] Group 1: Stock Performance and Redemption Trigger - The company's stock price must remain above 130% of the current conversion price of the convertible bonds, which is set at 20.94 CNY, equating to 27.22 CNY per share, for at least 15 out of 30 consecutive trading days [1] - The redemption period is specified from January 19, 2026, to February 6, 2026, during which the stock price conditions were met [1] Group 2: Board Decision and Redemption Process - On February 6, 2026, the company's board of directors approved the proposal for early redemption of the convertible bonds [1] - Investors holding the convertible bonds can either continue trading them in the secondary market or convert them at the price of 20.94 CNY per share, or face mandatory redemption at 100 CNY per bond plus accrued interest [1] Group 3: Investment Risks - If investors are forced to redeem the bonds, they may incur significant investment losses [1]

一、可转债发行上市情况 经中国证券监督管理委员会核发的《关于同意成都盟升电子技术股份有限公 司向不特定对象发行可转换公司债券注册的批复》（证监许可[2023]1352 号）， 公司于 2023 年 9 月 12 日向不特定对象发行了 300.00 万张可转换公司债券，每 张面值 100 元，发行总额 30,000.00 万元，期限为自发行之日起六年，即自 2023 年 9 月 12 日至 2029 年 9 月 11 日，票面利率为第一年 0.20%、第二年 0.40%、第 | 证券代码：688311 | 证券简称：盟升电子 | 公告编号：2026-006 | | --- | --- | --- | | 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 关于提前赎回"盟升转债"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： 自 2026 年 1 月 19 日至 2026 年 2 月 6 日期间，成都盟升电子技术股份有 限公司（以下简称"公司"）股票满足在连续三十个交 ...

华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐机构"） 作为成都盟升电子技术股份有限公司（以下简称"盟升电子"或"公司"）首次 公开发行股票及向不特定对象发行可转换公司债券并在科创板上市的保荐机构， 根据《证券发行上市保荐业务管理办法》《上市公司监管指引第 2 号——上市公 司募集资金管理和使用的监管要求》《上海证券交易所科创板股票上市规则》《上 海证券交易所上市公司自律监管指引第 11 号——持续督导》以及《上海证券交 易所科创板上市公司自律监管指引第 1 号——规范运作》等法律、行政法规、部 门规章及业务规则，对盟升电子提前赎回"盟升转债"的事项进行了认真、审慎 的核查，核查情况如下： 一、可转债发行上市情况 经中国证券监督管理委员会核发的《关于同意成都盟升电子技术股份有限公 司向不特定对象发行可转换公司债券注册的批复》（证监许可[2023]1352 号）， 公司于 2023 年 9 月 12 日向不特定对象发行了 300.00 万张可转换公司债券，每 张面值 100 元，发行总额 30,000.00 万元，期限为自发行之日起六年，即自 2023 年 9 月 12 日至 2029 年 9 月 ...

Group 1 - The core viewpoint of the article indicates that the company, Mengsheng Electronics, has provided a performance forecast for the fiscal year 2025, expecting a revenue of 526 million yuan and a net loss attributable to shareholders of the parent company ranging from 12 million to 18 million yuan [2]

（文章来源：证券日报） 证券日报网讯 2月4日，盟升电子在互动平台回答投资者提问时表示，公司主要产品包括卫星导航、卫 星通信、电子对抗等系列产品。公司卫星导航产品主要为基于北斗卫星导航系统的导航终端设备以及核 心部件产品，如卫星导航接收机、组件、专用测试设备等，目前主要应用于国内特种行业；卫星通信产 品主要为卫星通信天线及组件、卫星通信相控阵天线及组件，目前主要应用于海事、航空等市场；电子 对抗产品主要为雷达对抗，包括末端防御类产品、电子进攻类产品、训练及试验类产品，主要运用于各 个领域及平台的末端防御、诱骗、训练及试验。目前公司产品未应用于手机直连卫星上网。 ...

格隆汇2月4日丨盟升电子(688311.SH)在投资者互动平台表示，公司主要产品包括卫星导航、卫星通 信、电子对抗等系列产品。公司卫星导航产品主要为基于北斗卫星导航系统的导航终端设备以及核心部 件产品，如卫星导航接收机、组件、专用测试设备等，目前主要应用于国内特种行业；卫星通信产品主 要为卫星通信天线及组件、卫星通信相控阵天线及组件，目前主要应用于海事、航空等市场；电子对抗 产品主要为雷达对抗，包括末端防御类产品、电子进攻类产品、训练及试验类产品，主要运用于各个领 域及平台的末端防御、诱骗、训练及试验。目前公司产品未应用于手机直连卫星上网。 ...

Core Viewpoint - Chengdu Mingsheng Electronics Technology Co., Ltd. (referred to as "Mingsheng Electronics") expects a significant reduction in net profit loss for the year 2025, projecting a loss of between 12 million to 18 million yuan, with a non-recurring net profit loss estimated between 45 million to 37 million yuan, compared to the previous year [1] Group 1: Financial Performance - For 2025, Mingsheng Electronics anticipates a revenue of 526 million yuan, representing a year-on-year growth of approximately 277% [1] - The expected reduction in net profit loss is attributed to the recovery of project orders that were previously suspended, driven by increased demand from downstream customers in the domestic special industry [1] Group 2: Product and Market Application - Mingsheng Electronics' products include satellite navigation, data links, electronic countermeasures, and satellite communications, which are widely used in domestic special industries and civilian sectors [1]

智通财经APP讯，盟升电子(688311.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净利 润为-1800万元到-1200万元，与上年同期(法定披露数据)相比，亏损金额减少25,364.66万元到25,964.66 万元。 ...

盟升电子(688311.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净利润为-1800万元 到-1200万元，与上年同期(法定披露数据)相比，亏损金额减少25,364.66万元到25,964.66万元。 ...