Core Viewpoint - The company, Haima Data (603138.SH), announced that its director and senior executive, Qu Huqiang, plans to reduce his shareholding due to personal financial needs, which may impact investor sentiment and stock performance [1] Summary by Relevant Sections - **Shareholding Reduction** - Qu Huqiang intends to reduce his holdings by no more than 25,000 shares, which represents approximately 0.0085% of the company's total shares [1] - **Timeline for Reduction** - The reduction will occur within three months after a 15 trading day period following the announcement [1] - **Impact on Direct Holdings** - The shares to be sold constitute 25% of Qu Huqiang's directly held shares [1]

Core Insights - The company reported a revenue of 423 million yuan for the first three quarters of 2025, representing a year-on-year growth of 18.77%, and a net profit of 180 million yuan, up 38.62% year-on-year [1] - The significant increase in sales revenue from OLED terminal materials is identified as the main driver of the company's performance growth [1] Financial Performance - In Q3 2025, the company achieved a revenue of 131 million yuan, marking an 18.6% increase year-on-year, with a net profit of 53.39 million yuan, up 43.3% year-on-year [1] - Cumulatively, from 2022 to 2024, the company has implemented cash dividends totaling 165 million yuan, with a cash dividend of 71.89 million yuan in the first half of 2025, accounting for 56.85% of the net profit for that period [5] R&D and Innovation - The company has invested 49.29 million yuan in R&D in the first three quarters of 2025, which is 11.65% of its revenue [2] - As of June 30, 2025, the company has applied for 1,030 patents, with 384 granted, covering various countries and regions, establishing a global intellectual property network [2] - The company is also developing an AI research platform to optimize material synthesis and device mechanisms based on its extensive data in OLED terminal materials [2] Market Position and Strategy - The company has established long-term partnerships with leading OLED panel manufacturers, diversifying its customer base and product matrix [3] - The domestic OLED market is experiencing rapid growth, with the company benefiting from the increasing global market share of Chinese OLED screens [3] - The company is actively exploring new fields such as silicon-based OLEDs, with some materials already passing mass production tests [3] Shareholder Returns - The company has maintained an active dividend policy since its listing, with plans for a new share buyback program of 50 to 100 million yuan [5] - The company has launched a three-year shareholder dividend return plan aimed at creating a "long-term, stable, and sustainable" value return mechanism [5]

北京海量数据技术股份有限公司 关于 2025 年第三季度业绩说明会召开情况的公告 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。 证券代码：603138 证券简称：海量数据 公告编号：2025-070 强。公司以核心产品海量数据库 Vastbase 为牵引，通过持续提质增效，改善公 司整体的经营质量。感谢您的关注。 问题三：公司三季度核心收入和利润表现如何？ 答：尊敬的投资者您好，公司 2025 年前三季度实现营业收入 3.14 亿元，较 上年同期增长 18.10%。其中核心业务"数据库自主产品和服务"业务实现收入 1.43 亿元，较上年同期增长 50.89%，对公司经营毛利润贡献达到 78%。与此同 时，公司为持续提升综合市场竞争力，保持高水平的研发和市场投入，最终实现 净利润-7,542.81 万元。感谢您的关注。 一、业绩说明会召开情况 北京海量数据技术股份有限公司（以下简称"公司"）于 2025 年 10 月 30 日(星期四)下午 15:00-16:30 通过上海证券交易所上证路演中心（网址： http://road ...

Core Points - The company will hold its Q3 2025 earnings briefing on October 30, 2025, with Chairman Yan Zhongwen in attendance [1] - For the first three quarters of 2025, the company achieved a revenue of 314 million yuan, representing a year-on-year growth of 18.10% [1] - The core business segment, "self-developed database products and services," generated revenue of 143 million yuan, showing a significant year-on-year increase of 50.89%, contributing to a gross profit margin of 78% [1] - Despite the revenue growth, the company reported a net loss of 75.4281 million yuan due to ongoing investments in research and development as well as marketing [1] - As of September 30, the company had approximately 571 million yuan in cash assets, accounting for 55.57% of its total assets [1]

Summary of Key Points from the Conference Call Company Overview - The company discussed is **海量数据 (Massive Data)**, focusing on its performance in the third quarter of 2025 and its strategic initiatives in the database and infrastructure solutions sectors. Financial Performance - In Q3 2025, the company reported revenue of **314 million yuan**, representing an **18% year-over-year increase** [2][3] - Revenue from the database software business reached **143 million yuan**, with a **50.8% year-over-year growth**, achieving a gross margin of **69%** [2][3] - The company aims for an annual revenue target of **over 500 million yuan** for 2025, with a significant backlog of orders [2][4] - The overall gross margin for the company was reported at **40.5%**, with expectations to improve to **45% by year-end** [3][9] Business Segments - The business is primarily divided into two segments: **self-developed database software and services**, and **infrastructure solutions** [3] - The database business is expected to grow at an annual rate of **40% from 2025 to 2028**, potentially reaching **500-600 million yuan** in revenue by 2028 [2][8] - The hardware business is projected to maintain a revenue level of around **200 million yuan** [2][8] Strategic Partnerships and Ecosystem Development - The company has established partnerships with various OA software vendors and hardware manufacturers, including **致远, 泛微, 蓝凌, 用友, and 金蝶** [2][5] - Significant progress has been made in the ecosystem, with collaborations in the healthcare sector and other industries [5][6] Market Opportunities and Growth Drivers - The company is actively pursuing opportunities in the **government and enterprise digital transformation (信创)** market, with successful bids in regions like **广东, 河北, and 湖北** [3][10] - The company has secured contracts with major clients, including **央企 (central enterprises)** and various provincial operators [10][11] Competitive Landscape - The company faces competition from other database providers such as **达梦, 金仓, and 华为** [11][18] - The pricing strategy is competitive, with the company's centralized database priced between **40,000 to 50,000 yuan**, which is lower than some competitors [16][17] Future Outlook - The company anticipates significant growth in both the government and industry信创 sectors, with expectations for **40% growth in 2026** [22] - The focus will also be on enhancing product offerings and reducing losses to achieve profitability by **2027 or 2028** [9][22] Additional Insights - The company is exploring the **vector database** market, which is expected to grow at a rate of **20% this year**, driven by demand in AI and machine learning applications [7][20] - The company has a strong technical foundation, with its vector database development led by a team from **Tsinghua University** [21] This summary encapsulates the key points discussed in the conference call, highlighting the company's financial performance, strategic initiatives, market opportunities, and competitive positioning.

Group 1 - The financial industry is undergoing a digital and intelligent transformation, which is driving business innovation and improving service quality while also changing risk patterns and security boundaries [1] - Financial regulatory bodies need to enhance their digital intelligence levels and establish regulatory mechanisms that align with the development of digital technologies to effectively balance financial innovation and risk prevention [1] - The use of big data analysis technology reduces the difficulty of risk prediction, allowing financial institutions to quantify potential risks and implement timely interventions [1] Group 2 - Digital technology is changing the transmission paths and speed of financial risks, with risks potentially spreading rapidly across platforms and ecosystems [2] - The collaboration between banks and third-party service providers, such as cloud service and fintech companies, increases the risk spillover effects [2] - The widespread use of homogeneous algorithms and models may lead to a "herding effect," increasing the probability of market resonance and pro-cyclical risks [2] Group 3 - Systematic promotion of financial legal construction is crucial for risk prevention and collaborative governance in the digital age [3] - Regulatory bodies are encouraged to innovate friendly regulations that manage risks while allowing sufficient space for financial innovation [3] - The ultimate goal of regulation is to enable finance to better serve the real economy and promote national economic development [3]

Core Insights - The company won a gold and bronze award at the 2025 Modern Advertising Awards for its Apple Ads case studies, showcasing its strategic partnership with Alibaba Cloud and recognition from companies like NetEase Games and 58.com [1] - The company's intelligent marketing system is built on vast data resources, processing trillions of user behavior data daily, which forms a data asset of billions, enabling precise marketing strategies [1][2] Group 1: Awards and Recognition - The company received a gold award for its project with NetEase Games and a bronze award for its project with 58.com at the 2025 Modern Advertising Awards [1] - The awards highlight the company's capabilities in managing advertising costs and expanding traffic in competitive environments [1] Group 2: Intelligent Marketing System - The company’s intelligent marketing system leverages extensive data (603138) to enhance advertising efficiency and control customer acquisition costs [1] - The platform processes vast amounts of user behavior data, creating a comprehensive data asset that supports targeted marketing efforts [1] Group 3: AI Technology Integration - The integration of Alibaba's AI model has significantly enhanced the company's advertising platform, enabling automated and precise ad placements [2] - The platform features ROI prediction, real-time bidding, and dynamic budget adjustment models, optimizing advertising strategies based on real-time data [2] Group 4: Revenue Growth Projections - The company experienced over 400% revenue growth in overseas markets in the first half of 2025, with expectations for continued acceleration in the second half [2] - The company aims for a 50% increase in global revenue for 2025, targeting a revenue goal of 4 billion yuan [2]

Core Insights - Google has launched a new Bigtable storage layer aimed at efficiently managing massive datasets, which is currently available in preview [1] Group 1 - The new Bigtable storage layer is designed to enhance data management capabilities for large-scale applications [1] - This initiative reflects Google's ongoing commitment to improving cloud services and data handling solutions [1] - The preview version allows users to test the new features and provide feedback for further development [1]

证券代码：603138 证券简称：海量数据 公告编号：2025-069 北京海量数据技术股份有限公司 2023 年限制性股票激励计划第一期解除限售 暨股票上市公告 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： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 5,225,860股。 本次股票上市流通总数为5,225,860股。 本次股票上市流通日期为2025 年 10 月 31 日。 北京海量数据技术股份有限公司（以下简称"公司"）于2025年10月21日召 开第四届董事会第十七次会议，审议通过了《公司2023年限制性股票激励计划第 一个解除限售期解除限售条件成就的议案》。根据《公司2023年限制性股票激励 计划》（以下简称"《激励计划》"、"本激励计划"）的规定，本激励计划授 予的限制性股票第一个解除限售期解除限售条件已成就，现将有关情况公告如下： 一、本次限制性股票激励计划批准及实施情况 6、2024 年 4 月 17 日及 2024 年 5 月 9 日，公司第四届董事会第八次会议及公 ...

中国北京建国门外大街 1 号国贸写字楼 2 座 12-15 层 100004 12-14thFloor,ChinaWorldOffice2,No.1JianguomenwaiAvenue,Beijing100004,China 电话 Tel:+861065637181 传真 Fax:+861065693838 电邮 Email:beijing@tongshang.com 网址 Web:www.tongshang.com 关于北京海量数据技术股份有限公司 2023 年限制性股票激励计划第一个解除限售期解除限售条件达成及 回购注销部分限制性股票的 法律意见书 致：北京海量数据技术股份有限公司 北京市通商律师事务所(以下简称"本所")接受北京海量数据技术股份有限 公司(以下简称"公司")的委托，作为公司实施的 2023 年限制性股票激励计划 (以下简称"本次激励计划"或"激励计划")的专项法律顾问。根据《中华人民 共和国公司法》(以下简称"《公司法》")、《中华人民共和国证券法》(以下简 称"《证券法》")、《上市公司股权激励管理办法》(以下简称"《管理办法》") 等中国现行法律、行政法规、规范性文件和《北京海量数 ...