| 证券代码：688311 | 证券简称：盟升电子 | 公告编号：2026-001 | | --- | --- | --- | | 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"盟升转债"转股结果暨股份变动的公告 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： 累计转股情况：截至 2025 年 12 月 31 日，"盟升转债"累计共有人民币 176,214,000 元已转换为成都盟升电子技术股份有限公司（以下简称"公司"） 股票，转股数量为 8,350,887 股，占"盟升转债"转股前公司已发行股份总额 5.20117%； 未转股可转债情况：截至 2025 年 12 月 31 日，"盟升转债"尚未转股的 可转债金额为 123,786,000 元，占"盟升转债"发行总量的 41.26200%； 转股情况："盟升转债"自 2024 年 3 月 18 日起开始进入转股期，自 2025 年 10 月 1 日起至 2025 年 12 月 31 日，"盟升转债"共有人民币 ...

| 证券代码：688311 | 证券简称：盟升电子 | 公告编号：2026-002 | | --- | --- | --- | | 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 关于归还临时补充流动资金的募集资金的公告 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、准确性和完整性承担法律责任。 二、归还募集资金的相关情况 截至本公告披露日，公司已将上述暂时补充流动资金的人民币12,000.00万元 闲置募集资金全部归还至募集资金专用账户，使用期限未超过12个月，并已将上 述募集资金的归还情况通知保荐机构和保荐代表人。 重要内容提示： 截至 2026 年 1 月 5 日，成都盟升电子技术股份有限公司（以下简称"公 司"）已累计归还临时补充流动资金的闲置募集资金人民币 12,000.00 万元。 一、募集资金临时补充流动资金情况 公司于2025年3月26日召开了第四届董事会第三十一次会议、第四届监事会 第十九次会议，审议通过了《关于以部分闲置募集资金临时补充流动资金的议案》， 根据募集资金投资项目的资金使用计划及项目的 ...

Core Viewpoint - The company, Alliance Electronics (688311.SH), provides satellite navigation products that offer stable high-precision positioning, speed measurement, and timing functions for carrier platforms, primarily applied in the commercial aerospace sector for rocket control systems [1] Group 1: Product Application - The satellite navigation products are mainly used in rocket control systems, providing critical parameters such as time, position, and speed for rocket flight, orbit insertion, and recovery [1] - The company has collaborated with Blue Arrow Aerospace and Star River Power Aerospace for several years, supplying satellite navigation products for their "Zhuque" and "Gushenxing" rocket series [1] Group 2: Financial Impact - Some orders have been formalized into contracts, although the monetary value of these contracts currently represents a small proportion of the company's total revenue [1] - The company commits to strictly adhering to relevant regulations regarding information disclosure [1]

Core Viewpoint - Chengdu Mingsheng Electronics Technology Co., Ltd. has signed a strategic cooperation agreement with Sichuan Energy Investment Development Co., Ltd. to focus on power communication, IoT, and data intelligence, aiming for resource complementarity, technological collaboration, and capital linkage [1][2]. Group 1: Strategic Cooperation - The cooperation is not merely a business addition but a precise layout based on Mingsheng Electronics' technological advantages, outlining a strategy of "deepening technology + expanding scenarios + building ecosystems" [1]. - The partnership will leverage Mingsheng Electronics' leading technology in anti-interference applications for power, enhancing safety capabilities in power navigation and time synchronization [1][2]. Group 2: Business Development - Mingsheng Electronics plans to transition from single products to integrated solutions, breaking product boundaries and deeply integrating into the entire power industry chain to create diversified solutions [1]. - The collaboration will focus on virtual power plant business and promote the commercialization of V2G technology through pilot projects, injecting sustained momentum into both companies' long-term development [2]. Group 3: Long-term Growth Potential - Analysts believe that this strategic cooperation is a significant move for Mingsheng Electronics' business layout, highlighting the company's core competitiveness and potential for new revenue growth as projects are implemented [2]. - The company aims to build a new development pattern across multiple industries and scenarios, enhancing its risk resistance and sustainable development capabilities, thus providing solid support for long-term performance growth [2].

Key Points - Guizhou Moutai's controlling shareholder, Moutai Group, has completed a share buyback plan, acquiring 2,071,359 shares for a total of 3 billion yuan, increasing its stake to 56.63% of the total share capital [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for a total of 4.1 billion USD, with deliveries scheduled between 2028 and 2032 [1] - ST Panda is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [1] - Huali Co. has terminated its plan to acquire a 51% stake in Zhongke Huilian due to a lack of consensus on key transaction terms [1][2] - China Duty Free Group's subsidiary has signed a contract for a duty-free project at Beijing Capital International Airport, covering an area of 10,646.74 m², with a guaranteed operating fee of 480.27 million yuan in the first year [3] - Haisheng Pharmaceutical's invested company has initiated Phase II clinical trials for NWRD06, a novel RNA drug targeting GPC3 for liver cancer, marking a significant milestone in cancer treatment [3] - WISCO Development is planning to acquire stakes in WISCO Mining and Luzhong Mining through asset swaps and cash payments, leading to a temporary suspension of its stock [4] - Yonghui Supermarket intends to publicly sell a 28.095% stake in its subsidiary Yonghui Cloud Gold Technology [5] - Shanxi Expressway plans to acquire a 15% stake in Shanxi Transportation Industry Development Group for 74.8 million yuan [5] - China Energy Construction's subsidiary has won a 6.864 billion yuan ecological comprehensive governance project [5]

Core Viewpoint - The strategic cooperation agreement between Alliance Electronics and Sichuan Energy Investment Development aims to leverage both parties' resources to enhance technological innovation and business collaboration in the power industry, focusing on areas such as power communication, IoT, and data intelligence [1][4]. Group 1: Strategic Cooperation Details - The cooperation includes six major strategic initiatives, starting with collaborative innovation in power communication networks, focusing on developing applications for topology recognition and fault location [2]. - A joint effort to create an integrated data intelligence and security platform will be established, utilizing AI for load forecasting and fault warning [2]. - The partnership will promote satellite communication and IoT applications, particularly in remote areas, enhancing emergency communication and monitoring solutions [2]. Group 2: Technical and Business Enhancements - The collaboration aims to improve the interference resistance of power equipment through the development of anti-jamming satellite navigation and time synchronization technologies [3]. - Business synergy will be strengthened, particularly in the virtual power plant sector, with a focus on V2G technology commercialization and collaborative project execution [3]. - A joint laboratory or innovation center will be established to facilitate ongoing technical evolution and research on new protocols and standards [3]. Group 3: Long-term Development and Value Creation - The partnership is expected to create a strong alliance between a leading power industry player and a technology innovator, driving long-term growth and value enhancement [4]. - The strategic agreement is seen as a significant step in Alliance Electronics' business layout, showcasing its core competitiveness and potential for revenue growth [4]. - The collaboration is anticipated to build a multi-industry and multi-scenario development framework, enhancing risk resistance and sustainable growth capabilities [4].

Core Viewpoint - The strategic cooperation agreement between Alliance Electronics and Sichuan Energy Investment aims to leverage each other's resources to enhance technological innovation and business collaboration in the power industry, particularly in areas such as power communication, IoT, and data intelligence [1][2]. Group 1: Strategic Cooperation Agreement - Alliance Electronics and Sichuan Energy Investment signed a strategic cooperation agreement to deepen collaboration in the power sector [1]. - The agreement focuses on areas such as power communication network innovation, data intelligence platform development, and enhancing the anti-interference capabilities of power equipment [1][2]. - Both companies plan to establish mechanisms for high-level meetings, daily operations, and information synchronization to ensure smooth cooperation [2]. Group 2: Financial Overview of Sichuan Energy Investment - Sichuan Energy Investment reported a projected revenue of 4.776 billion yuan and a net profit of 400 million yuan for the fiscal year 2024 [1]. - As of December 31, 2024, the total assets of Sichuan Energy Investment are expected to reach 7.362 billion yuan, with total equity attributable to shareholders amounting to 3.615 billion yuan [1]. Group 3: Technological Development Focus - The collaboration will include the development of applications for smart meters and centralized devices, focusing on features like topology recognition and rapid fault location [2]. - A joint effort will be made to create a big data platform that integrates electricity usage information, equipment status, and grid operation data, incorporating AI analysis modules for smart applications [2]. - The partnership will explore the integration of satellite communication with drones for power inspection and emergency material delivery [2].

Core Viewpoint - Sichuan Energy Investment Development (01713.HK) has entered into a non-binding strategic cooperation agreement with Amsung Electronics (688311.SH) to leverage both parties' resource advantages for technological innovation and business collaboration in the power industry [1] Group 1: Strategic Cooperation - The agreement aims to enhance collaboration in power communication, Internet of Things (IoT), and data intelligence [1] - Amsung Electronics is recognized as a national-level specialized and innovative "little giant" enterprise engaged in satellite navigation, satellite communication, electronic countermeasures, and data link technology [1] Group 2: Expected Benefits - The strategic cooperation is expected to improve the reliability of communication between the power grid and users [1] - It will facilitate data integration and collection to build a big data platform, promoting the application of artificial intelligence in power grid enterprises [1] - The collaboration aims to enhance the anti-interference capability of power grid communications and gradually achieve deep cooperation in business and capital, benefiting the group and its shareholders overall [1]

Core Viewpoint - Sichuan Energy Investment Development (01713) has entered into a non-binding strategic cooperation agreement with Chengdu Mingsheng Electronic Technology Co., Ltd. (Mingsheng Electronics), aiming to leverage both parties' resource advantages to enhance technological innovation and business collaboration in the power industry [1] Group 1: Strategic Cooperation - The agreement focuses on collaboration in power communication, Internet of Things (IoT), and data intelligence [1] - Mingsheng Electronics is recognized as a national-level specialized and innovative "little giant" enterprise engaged in satellite navigation, satellite communication, electronic countermeasures, and data link technology [1] Group 2: Expected Benefits - The strategic cooperation is expected to improve the reliability of communication between the power grid and users, facilitate data integration for building a big data platform, and promote the application of artificial intelligence in power companies [1] - The collaboration aims to enhance the anti-interference capability of power grid communications and gradually achieve deep cooperation in business and capital between both parties, benefiting the group and its shareholders overall [1]

Core Viewpoint - Sichuan Energy Investment Development (01713) has entered into a non-binding strategic cooperation agreement with Chengdu Mingsheng Electronic Technology Co., Ltd. to enhance technological innovation and business synergy in the power industry [1] Group 1: Strategic Cooperation - The agreement aims to leverage the resource advantages of both parties to promote collaboration in power communication, IoT, and data intelligence [1] - Mingsheng Electronics is recognized as a national-level specialized and innovative "little giant" enterprise engaged in satellite navigation, satellite communication, electronic countermeasures, and data link technology [1] Group 2: Expected Benefits - The collaboration is expected to improve the reliability of communication between the power grid and users, advance data integration for building a big data platform, and facilitate the application of artificial intelligence in power companies [1] - The partnership aims to enhance the anti-interference capability of power grid communications and gradually achieve deep cooperation in business and capital, benefiting the group and its shareholders overall [1]