Group 1 - The core viewpoint of the article is that Alliance Electronics has signed a strategic cooperation agreement with Sichuan Energy Investment Development to enhance collaboration in the power industry, focusing on technology innovation and business synergy in areas such as power communication, IoT, and data intelligence [1] Group 2 - For the fiscal year 2024, Alliance Electronics' revenue composition is as follows: satellite navigation accounts for 55.25%, satellite communication for 41.74%, and other businesses for 3.01% [1] - As of the report date, the market capitalization of Alliance Electronics is 7.8 billion yuan [1]

| 证券代码：688311 | 证券简称：盟升电子 | 公告编号：2025-079 | | --- | --- | --- | | 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 重要内容提示： 成都盟升电子技术股份有限公司（以下简称"公司"、"上市公司"） 与四川能投发展股份有限公司（以下简称"四川能投发展"）本着"自愿、公平、 合作、创新、共赢"的原则签署了《战略合作协议》（以下简称"本协议"）。 本次签订的战略合作协议系各方基于合作意向而达成的框架性约定，具 体合作内容和实施细节等尚待进一步落实和明确，存在不确定性，敬请投资者注 意投资风险。 本次签订的战略合作协议不涉及具体项目及具体金额，对公司 2025 年度 及未来业绩不构成直接影响，对公司业绩的具体影响需视下一步具体项目推进和 实施情况而定。 本次签订的战略合作协议为意向性约定，无需提交公司董事会和股东会 审议。公司将在具体合作事宜明确后，履行相应的决策、审批程序及信息披露义 务。 一、协议签订的基本情况 2025 年 12 月 29 日，公司与四川能投发展签订了《战略合作协议》，为充 分发挥双方资源优势，深 ...

Core Viewpoint - The company Mengsheng Electronics (688311.SH) has signed a strategic cooperation agreement with Sichuan Energy Investment Development to enhance collaboration in the power industry, focusing on technological innovation and business synergy in areas such as power communication, IoT, and data intelligence [1] Group 1 - The strategic cooperation agreement aims to leverage the resource advantages of both parties [1] - The collaboration is based on principles of voluntary participation, fairness, cooperation, innovation, and mutual benefit [1] - The agreement is set to promote the implementation of cooperative projects in the power communication and IoT sectors [1]

Group 1 - The core viewpoint of the article is the strategic cooperation agreement signed between Alliance Electronics (688311.SH) and Sichuan Energy Investment Development Co., Ltd. aimed at leveraging both parties' resource advantages to enhance innovation and collaboration in the power industry [1] Group 2 - The agreement focuses on promoting cooperation in areas such as power communication, Internet of Things (IoT), and data intelligence [1] - Both parties have agreed to principles of "voluntary, fairness, cooperation, innovation, and win-win" in their collaboration [1]

Core Viewpoint - The company Mengsheng Electronics (688311.SH) has signed a strategic cooperation agreement with Sichuan Energy Investment Development Co., Ltd. to enhance collaboration in the power industry, focusing on technological innovation and business synergy in areas such as power communication, IoT, and data intelligence [1] Group 1 - The strategic cooperation agreement was signed on December 29, 2025 [1] - The collaboration aims to leverage both parties' resource advantages [1] - The principles of the agreement include voluntary participation, fairness, cooperation, innovation, and mutual benefit [1]

Core Viewpoint - The company has signed a strategic cooperation agreement with Sichuan Energy Investment Development Co., Ltd. to collaborate on various technological and capital integration initiatives, although the agreement does not specify any particular projects or financial commitments at this stage [1] Group 1: Strategic Cooperation - The cooperation will focus on areas such as power communication network innovation, integrated data intelligence and security platform development, satellite communication and IoT applications, enhancement of power equipment's anti-interference capabilities, and deep integration of capital and technology [1] Group 2: Agreement Details - The agreement is a framework arrangement and does not involve specific projects or financial amounts, meaning it will not have a direct impact on the company's performance for the year 2025 or beyond [1] - The actual impact of the agreement will depend on the progress of subsequent projects [1] - The agreement does not require approval from the board of directors or shareholders, and the company will fulfill its information disclosure obligations based on future developments [1]

Core Viewpoint - The company has signed a strategic cooperation agreement with Sichuan Energy Investment Development to enhance technological innovation and business collaboration in the power industry [1] Group 1: Agreement Details - The strategic cooperation aims to promote collaborative innovation in power communication networks and create an integrated platform for data intelligence and security [1] - The agreement is a framework arrangement and does not involve specific projects or financial amounts [1] Group 2: Financial Overview - Sichuan Energy Investment Development reported a revenue of 4.776 billion and a net profit of 400 million for the year 2024 [1] - The agreement is not expected to have a direct impact on the company's performance for the fiscal year 2025 and beyond, with specific effects depending on the advancement of future projects [1]

12月29日，盟升电子跌5.03%，截至发稿，报45.90元/股，成交6.04亿元，换手率7.68%，总市值77.08亿 元。 截至发稿，肖瑞瑾累计任职时间8年361天，现任基金资产总规模66.68亿元，任职期间最佳基金回报 282.63%， 任职期间最差基金回报-40.56%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 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%。 责任编辑：小浪快报 从盟升电子十大流通股东角度 数据显示，博时基金旗下1只基金位居盟升电子十大流通股东。博时科创板三年定开混合（506005）三 季度新进十大流通股东，持有股数151.44万股，占流通股的 ...

Group 1 - The core point of the news is that Alliance Electronics experienced a decline of 5.03% in its stock price, reaching 45.90 CNY per share, with a trading volume of 604 million CNY and a turnover rate of 7.68%, resulting in a total market capitalization of 7.708 billion CNY [1] - Alliance Electronics, established on September 6, 2013, and listed on July 31, 2020, specializes in the research, development, manufacturing, and sales of satellite application technology products, focusing on satellite navigation (78.22% of revenue) and satellite communication (20.66% of revenue) [1] Group 2 - Longxin Fund's Longxin National Defense and Military Industry Quantitative Mixed A Fund (002983) entered the top ten circulating shareholders of Alliance Electronics in the third quarter, holding 6.7849 million shares, which is 4.04% of the circulating shares, with an estimated floating loss of approximately 16.4873 million CNY [2] - The Longxin National Defense and Military Industry Quantitative Mixed A Fund has a total scale of 905 million CNY, with a year-to-date return of 48.31%, ranking 1336 out of 8159 in its category, and a one-year return of 47.11%, ranking 1190 out of 8147 [2] Group 3 - The fund manager of Longxin National Defense and Military Industry Quantitative Mixed A Fund is Song Haian, who has been in the position for 7 years and 323 days, managing assets totaling 6.495 billion CNY, with the best fund return during his tenure being 179.03% and the worst being -26.88% [3] Group 4 - Longxin National Defense and Military Industry Quantitative Mixed A Fund holds 6.7849 million shares of Alliance Electronics, accounting for 5.43% of the fund's net value, making it the seventh largest holding, with an estimated floating loss of approximately 16.4873 million CNY [4]

Core Viewpoint - The general aviation sector is experiencing significant growth, driven by government support and strategic initiatives aimed at enhancing technological independence and promoting the low-altitude economy and commercial aerospace development [1][2]. Group 1: Market Performance - As of December 26, 2025, the China General Aviation Theme Index (931855) rose by 1.83%, with notable increases in constituent stocks such as Guanglian Aviation (300900) up 13.94% and Zhongfu Shenying (688295) up 13.03% [1]. - The General Aviation ETF (561660) also saw a rise of 1.91%, marking its third consecutive increase, with the latest price reported at 1.17 yuan [1]. Group 2: Government Initiatives - A successful satellite launch using the Long March 8A rocket from Hainan's commercial space launch site occurred, deploying 17 low-orbit satellite internet satellites into their designated orbits [1]. - The strategic emerging industry development fund, with a scale of 51 billion yuan, has officially launched, focusing on providing substantial financial support to the aerospace sector and related industries [1]. Group 3: Index Composition - The China General Aviation Theme Index tracks 50 listed companies involved in various aspects of general aviation, including manufacturing, infrastructure, and operations [2]. - The top ten weighted stocks in the index account for 40.68% of the total index, with key companies including Aerospace Electronics (600879) and Haige Communication (002465) [2].