Group 1 - The core viewpoint of the news is that Beijing Haimao Data Technology Co., Ltd. is experiencing fluctuations in its stock performance and financial metrics, with a notable decline in net profit despite revenue growth [1][2] Group 2 - On January 21, Haimao Data's stock price fell by 0.31%, with a trading volume of 151 million yuan. The net financing buy was -6.49 million yuan, indicating a higher repayment than new purchases [1] - As of January 21, the total margin balance for Haimao Data was 14.7 million yuan, which is 3.13% of its market capitalization, indicating a low financing level compared to the past year [1] - The company repaid 1,500 shares in short selling on January 21, with a short selling balance of 26.67 million yuan, which is at a high level compared to the past year [1] Group 3 - As of September 30, the number of shareholders for Haimao Data was 27,400, a decrease of 12.44% from the previous period, while the average circulating shares per person increased by 14.21% [2] - For the period from January to September 2025, Haimao Data reported revenue of 314 million yuan, a year-on-year increase of 17.68%, but the net profit attributable to shareholders was -75.43 million yuan, a decrease of 73.04% year-on-year [2] Group 4 - Since its A-share listing, Haimao Data has distributed a total of 64.50 million yuan in dividends, with no dividends paid in the last three years [3]

Group 1: Company Performance - As of January 16, the stock price of Beijing Haima Data Technology Co., Ltd. decreased by 2.42%, with a trading volume of 373 million yuan [1] - For the period from January to September 2025, the company achieved operating revenue of 314 million yuan, representing a year-on-year growth of 17.68% [2] - The net profit attributable to the parent company for the same period was -75.43 million yuan, a decrease of 73.04% year-on-year [2] Group 2: Financing and Shareholder Information - On January 16, the company had a financing buy-in amount of 29.26 million yuan, with a net financing buy of -2.86 million yuan [1] - The total balance of margin trading and securities lending as of January 16 was 160 million yuan, accounting for 3.36% of the circulating market value [1] - The number of shareholders as of September 30 was 27,400, a decrease of 12.44% compared to the previous period [2] Group 3: Business Overview - The company, established on July 30, 2007, focuses on providing IT infrastructure data platform solutions for large and medium-sized enterprises, including data storage, security, database management, and cloud computing services [1] - The revenue composition of the company's main business includes 59.72% from data infrastructure solutions, 39.86% from proprietary database products and services, and 0.42% from other sources [1] Group 4: Dividend Information - Since its A-share listing, the company has distributed a total of 64.50 million yuan in dividends, with no dividends paid in the last three years [3]

（文章来源：证券日报） 证券日报网讯 1月15日，海量数据发布公告称，公司预计2025年度实现归属于上市公司股东的净利润 为-6000万元至-4000万元，预计2025年度实现归属于上市公司股东的扣除非经常性损益的净利润为-6800 万元至-4800万元。 ...

Core Viewpoint - The company, Haima Data (603138.SH), expects a net loss attributable to shareholders of 40 million to 60 million yuan for the fiscal year 2025, despite significant revenue growth driven by the domestic database product development and market demand [1] Group 1: Financial Performance - The company anticipates a net loss of 40 million to 60 million yuan for 2025 [1] - Revenue growth is notable, particularly in the core autonomous database business, benefiting from the ongoing trend of domestic software and hardware replacement [1] - The increase in revenue is not sufficient to cover high levels of strategic investments in research and development, leading to a continued net loss, although the loss has narrowed compared to the same period last year [1] Group 2: Product and Market Position - The company focuses on the research, sales, and service of domestic database products, with its core product, Vastbase, recognized for its high-tech, efficient, and high-quality characteristics [1] - Vastbase has been included twice in the national list of centralized database security and reliability testing products [1]

Core Viewpoint - The company anticipates a net loss attributable to shareholders of between 60 million to 40 million yuan for the fiscal year 2025, showing an improvement from a loss of 63.32 million yuan in the same period last year [1] Financial Performance - The company's revenue is expected to grow significantly due to the ongoing trend of domestic software and hardware replacement, particularly in the database sector [1] - The core business, which focuses on self-developed database products, has shown remarkable growth, contributing to the overall revenue increase [1] Strategic Focus - The company is concentrating on the research, sales, and service of domestic database products, with its flagship product, Vastbase, being recognized in national security and reliability testing [1] - Despite the revenue growth, high levels of investment in research and market strategies have resulted in continued net losses, although these losses are less than the previous year [1]

海量数据1月15日公告，预计2025年度归属母公司净利润亏损4000万元-6000万元，上年同期亏损6332.7 万元。业绩预亏是由于收益不足以覆盖当期高水平的研发及市场等战略型投入，导致公司净利润为负， 但较去年同期有所收缩。 ...

证券代码：603138 证券简称：海量数据 公告编号：2026-001 北京海量数据技术股份有限公司 2025 年年度业绩预亏公告 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）业绩预告情况 1、经财务部门初步测算，公司预计 2025 年度实现归属于上市公司股东的净 利润为-6,000 万元至-4,000 万元。 重要内容提示： 本期业绩预告适用于净利润为负值的情形。 北京海量数据技术股份有限公司（以下简称"公司"或"海量数据"） 预计 2025 年度实现归属于上市公司股东的净利润为-6,000 万元至-4,000 万元， 预计 2025 年度实现归属于上市公司股东的扣除非经常性损益的净利润为-6,800 万元至-4,800 万元。 一、 本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 公司不存在影响本次业绩预告内容准确性的重大不确定因素，注册会计师未 对公司本期业绩预告是否适当和审慎出具专项说明。 2、公司预计 2025 年度实现归属于上市公司股东的扣除非经常 ...

Core Viewpoint - The company expects a net loss attributable to shareholders of 60 million to 40 million yuan for the fiscal year 2025, with a net loss excluding non-recurring items projected between 68 million and 48 million yuan [1] Group 1: Financial Performance - The company has experienced significant revenue growth due to the ongoing trend of domestic software and hardware replacement, particularly in the database sector [1] - The core business, which focuses on self-developed database products, has shown remarkable growth, contributing positively to overall revenue [1] - Despite revenue growth, the high levels of investment in research and development and market strategies have resulted in continued net losses, although these losses have decreased compared to the same period last year [1] Group 2: Product and Market Position - The company's flagship product, Vastbase, aligns with the characteristics of high-tech, high-efficiency, and high-quality new productivity [1] - Vastbase has been recognized twice in the national catalog of secure and reliable centralized database testing products, enhancing its credibility in the market [1]

工业互联网平台是海量数据（603138）汇聚、模型沉淀和应用开发的关键载体。为推动工业互联网平台 高质量发展，工业和信息化部近期连续出台政策，于1月6日发布《工业互联网和人工智能融合赋能行动 方案》，于1月13日发布《推动工业互联网平台高质量发展行动方案（2026—2028年）》（以下简称 《行动方案》）。 我国在工业互联网平台建设方面，已经具有一定规模。工业和信息化部党组书记、部长李乐成近期表 示，目前，我国已累计建成7000余家先进级、500余家卓越级智能工厂。工业互联网应用实现41个工业 大类全覆盖，全国5G工厂超过8000家，重点工业互联网平台设备连接数超过1亿台（套）。2025年我国 工业互联网核心产业规模预计超1.6万亿元，带动工业增加值增长约2.5万亿元，具有全球领先水平的百 家5G工厂平均运营成本降低19%。 为推动工业互联网平台发展，此次《行动方案》在准确把握高质量发展内涵要求的基础上，提出了四方 面创新举措，概括为四个"行动"：一是平台培育培优行动；二是平台聚"数"提"智"行动；三是平台规模 化应用行动；四是平台生态支撑行动。 郑磊认为，《行动方案》从深化典型场景应用、增强企业应用质效到创 ...

Core Viewpoint - The recent policies from the Ministry of Industry and Information Technology aim to promote the high-quality development of industrial internet platforms, which are crucial for the integration of new technologies with manufacturing, enhancing digitalization, networking, and intelligence across the entire industrial chain [1][2]. Group 1: Policy Objectives and Goals - By 2028, the goal is to have over 450 influential industrial internet platforms, with a resource connection capability significantly enhanced, and the number of connected industrial devices exceeding 120 million [1]. - The platform penetration rate is expected to reach over 55%, establishing a new generation of industrial internet platform ecosystem characterized by ubiquitous connectivity, intelligent integration, deep collaboration, and open-source development [1]. Group 2: Current State and Future Projections - As of now, China has built over 7,000 advanced and over 500 excellent smart factories, with industrial internet applications covering all 41 major industrial categories [2]. - The core industry scale of the industrial internet is projected to exceed 1.6 trillion yuan by 2025, driving an increase in industrial added value of approximately 2.5 trillion yuan [2]. Group 3: Action Plans and Innovations - The action plan includes four key initiatives: platform cultivation, data intelligence enhancement, large-scale application, and ecosystem support [3]. - The plan emphasizes deepening typical application scenarios and encouraging large enterprises to enhance platform applications, thereby improving cross-departmental and cross-regional collaboration [3][4]. Group 4: Importance for Enterprises - Large enterprises can leverage industrial internet platforms to break down information barriers and achieve real-time data sharing, which is crucial for enhancing efficiency and competitiveness across complex organizational structures [4]. - For small and medium-sized enterprises, utilizing platform resources and equipment upgrades is vital for improving competitiveness, as they often face financial and technical constraints [4].