海量数据公告，2025年上半年营业收入2.32亿元，同比增长13.98%。归属于上市公司股东的净利 润-4470.74万元，上年同期为-2411.91万元。基本每股收益-0.152元／股。 ...

金融界消息 截至2025年8月19日收盘，海量数据（603138）报收于16.2元，下跌0.8%，换手率4.5%，成 交量12.73万手，成交金额2.07亿元。 资金流向方面，今日主力资金净流出1486.01万元，占比成交额7.16%。其中，超大单净流出343.75万 元、占成交额1.66%，大单净流出1142.26万元、占成交额5.51%，中单净流出流出1420.24万元、占成交 额6.85%，小单净流入2906.25万元、占成交额14.01%。 海量数据最新一期业绩显示，截至2025一季报，公司营业总收入8133.21万元、同比增长25.20%，归属 净利润1768.76万元，同比减少170.87%，扣非净利润1943.73万元，同比减少95.64%，流动比率2.731、 速动比率2.474、资产负债率28.22%。 天眼查商业履历信息显示，北京海量数据技术股份有限公司，成立于2007年，位于北京市，是一家以从 事互联网和相关服务为主的企业。企业注册资本29433.271万人民币，实缴资本29433.271万人民币。公 司法定代表人为闫忠文。 通过天眼查大数据分析，北京海量数据技术股份有限公司共对外投资了 ...

【环球网科技综合报道】近日，在2025华为数据存储用户精英论坛暨OceanClub嘉年华上，华为数据存储产品线副总裁袁远重磅发布全闪分布式存储新品 OceanStor Pacific 9926，面向海量数据场景实现1:1升级替代HDD，持续践行全闪化战略，加速先进存力普及。 为了加速SSD在海量数据场景的规模应用，华为发布全闪分布式存储新品OceanStor Pacific 9926，能力大幅提升，实现1:1升级替代HDD。该产品搭载 61.44/122.88TB高密大容量SSD，内置高效数据缩减算法，可提供高达8PB/2U的容量密度，较HDD机型提升16倍；并基于端到端NVMe 协议性能优化，单节 点带宽性能达成15GB/s，较HDD机型提升4倍；此外，采用面向大容量SSD优化的专有EC算法、Die级数据重构设计，10分钟/TB的重构效率也相对HDD提高 3倍。与此同时，OceanStor Pacific 9926将配套可得容量保障服务，若达不到承诺容量即补盘，满足用户容量"所购即所得"。 随着AI行业化落地加速，企业逐渐意识到大模型不仅依赖算力与算法，更需要海量高质量数据的持续供给。在过去的10年内，企业 ...

Core Viewpoint - The AiTech Forum on semiconductors, organized by Aijian Securities, aims to create a high-end dialogue platform for industry, research, and capital to address core challenges in the semiconductor industry, particularly in technology barriers, ecosystem construction, and capital collaboration [1] Group 1: Forum and White Paper - The forum focused on "Changes and Constants in the Semiconductor Industry in the AI Era" and released the "Semiconductor Industry White Paper," providing comprehensive insights and forward-looking guidance for industry development [1] - The white paper was jointly published by Aijian Securities and the Pudong New Area Economic and Information Commission, presenting a systematic view of the development trajectory and future trends of China's semiconductor industry, supported by extensive data [2] Group 2: Key Areas of Focus - The white paper highlights three frontier areas: advanced packaging technology, which is crucial for enhancing chip performance as the limits of Moore's Law approach, with AI computing power demands accelerating its commercialization [2] - High-performance storage is projected to exceed 1800EB in total storage capacity in China by 2025, with a focus on the technological upgrades of DRAM and NAND Flash products [2] - The demand surge in sectors like electric vehicles, 5G, and AI is driving the localization of high-performance semiconductor materials, with significant breakthroughs expected in subfields like photoresists and wet electronic chemicals within the next 3 to 5 years [2] Group 3: Industry Trends - The semiconductor industry is currently in a recovery phase, expected to return to positive growth by the end of 2024, with a forecast for restorative growth in 2025 [2] - Due to the long construction cycles of wafer fabs and rapid demand changes, cyclical fluctuations caused by supply-demand mismatches will continue, particularly evident in storage chips due to their high standardization [2] Group 4: Strategic Collaborations - Aijian Securities signed strategic cooperation agreements with several semiconductor companies during the event, aiming to harness the synergy between finance and industry to explore new paradigms of ecological collaboration [3]

Core Viewpoint - Beijing Haoliang Data Technology Co., Ltd. has completed the registration of its 2025 stock option incentive plan, granting a total of 17.659962 million stock options to 10 individuals, with the registration date being August 5, 2025 [1][14][15] Group 1: Incentive Plan Details - The stock option grant date is July 21, 2025, with a total of 17.659962 million options granted [3][14] - The exercise price for the stock options is set at 12.84 yuan per option, subject to adjustments based on specific corporate actions [4][6] - The effective period of the incentive plan is up to 117 months from the grant date, with various waiting periods before options can be exercised [5][6] Group 2: Performance Conditions - The exercise of stock options is contingent upon the company meeting specific performance targets from 2025 to 2033, with a focus on revenue from self-developed database products and services [9][10] - Individual performance assessments will also influence the ability to exercise options, categorized into five performance levels [11][12] Group 3: Financial Impact - The company will recognize the stock option expenses in its financial statements, with costs being amortized based on the exercise ratio [16][17] - The initial estimate suggests that the stock option expenses will impact net profits during the effective period, but the potential positive effects on company performance may outweigh these costs [17]

证券日报网讯 8月6日晚间，海量数据发布公告称，根据相关规定，公司于2025年8月5日完成了2025年 股票期权激励计划股票期权授予登记工作。公司股票期权授予登记完成日：2025年8月5日；股票期权授 予登记数量：1，765.9962万份；股票期权授予登记人数：10人。 （文章来源：证券日报） ...

证券代码：603138 证券简称：海量数据 公告编号：2025-055 北京海量数据技术股份有限公司 关于 2025 年股票期权激励计划授予登记完成的公告 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。 重要内容提示： 根据中国证监会《上市公司股权激励管理办法》及上海证券交易所、中国证 券登记结算有限责任公司上海分公司有关规则的规定，北京海量数据技术股份有 限公司（以下简称"公司"）于 2025 年 8 月 5 日完成了 2025 年股票期权激励计 划（以下简称"本次激励计划"）股票期权授予登记工作。现将有关事项公告如 下： 一、本次激励计划已履行的决策程序和信息披露情况 1．2025 年 7 月 1 日，公司召开第四届董事会第十四次会议和第四届监事会 第十三次会议审议通过了《关于〈北京海量数据技术股份有限公司 2025 年股票 期权激励计划（草案）〉及其摘要的议案》等议案，监事会和董事会薪酬与考核 委员会均发表了同意的核查意见，律师等中介机构出具相应报告。独立董事张人 千先生作为征集人就公司 2025 年第二次临时股东会审议 ...

Group 1: Industry Overview - The artificial intelligence industry in China is projected to grow from 18 billion yuan in 2017 to 600 billion yuan by 2024, and is expected to exceed 1 trillion yuan by 2030 [1] - 40 self-controlled concept stocks have seen an average increase of over 8% this year, with notable performances from companies like 瑞芯微 (190% profit growth) and 云从科技 (34% stock price increase) [1][3] Group 2: Market Dynamics - The perception of market news can vary significantly based on the perspective of different stakeholders, often leading to misleading interpretations for retail investors [5] - Historical patterns indicate that institutional investors often act before major news is released, suggesting a strategic approach to stock trading [8][15] Group 3: Institutional Behavior - The analysis of "institutional inventory" data is crucial, as it reflects the level of institutional participation in stock trading, indicating potential bullish sentiment [7][16] - Active institutional inventory can signal that large funds are positioning themselves for future gains, even if stock prices do not immediately reflect this [15] Group 4: Investment Strategy - Investors are encouraged to look beyond surface-level data and consider which companies possess core technologies versus those merely riding trends [16] - Establishing a quantitative analysis framework and focusing on key indicators like "institutional inventory" can provide deeper insights into market movements [19]

当人工智能的触角从虚拟世界延伸至物理维度，一场关于真实与模拟的认知革命正在发生。英伟达创始 人黄仁勋在第三届链博会上提出的"物理AI"概念，揭示了人工智能发展的新范式——通过GPU加速技术 突破计算瓶颈，将物理定律、化学反应等基础科学原理与真实场景数据深度融合，使AI能够像人类科 学家般基于已知规律推导决策。 这一进阶不仅延续了CAE(计算机辅助工程)模拟真实世界的终极理想，更颠覆了传统AI依赖海量数据 （603138）训练的路径依赖。当数字孪生技术开始精准映射材料形变、流体动力学乃至生命代谢过程， 物理AI正成为重构工业设计、气候变化研究等领域的"数字孪生世界的构建者"，悄然重塑人类对复杂系 统的认知边界。 科学发现进入高铁时代 | 传统A缺陷 | 物理 AI解决方案 | 商业价值 | | --- | --- | --- | | 数据污染导致动作失真 | 物理求解器约束生成过 | 机器人训练成本降低50% | | 极端场景数据匮乏 | 合成10亿英里自动驾驶数据 | 加速车企模型迭代速度 | | 工业仿真效率低下 | 实时预测贷架倒塌等突发事件 | 工厂运维效率提升30% | 我们不妨把物理AI想象成一座横 ...

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased over 3,000 cutting-edge achievements, highlighting advancements in robotics that enable machines to possess memory, perception, language, and emotional intelligence [1][10] - Companies are focusing on enhancing robots' capabilities, making them more human-like and applicable in various sectors such as healthcare, elderly care, industrial production, and daily life services [10] Group 1: Robotics Innovations - The National Local Joint Human-Robot Innovation Center presented a new series of humanoid robots, including the "Qinglong" product system, which integrates advanced control systems and multi-sensory perception [2][3] - The "Qinglong Pro" robot features a height of 185 cm and weight of 85 kg, equipped with a new generation control system that includes seven core subsystems for enhanced interaction and task execution [2] - The "Qinglong Lite," a lightweight robot, is designed for low-cost applications and has become a valuable assistant in educational and lightweight service scenarios [2] Group 2: AI and Data Integration - Huawei Cloud supports the "Qinglong" products with its CloudRobo platform, which generates diverse simulation datasets, significantly reducing data collection costs by 90% and accelerating the application of industrial robots [3][4] - The integration of AI models and data sets is crucial for enhancing the language capabilities of robots, allowing for more natural and accurate interactions [8][9] Group 3: Sensory and Interaction Capabilities - The introduction of adaptive tactile sensors enables robots to mimic human touch, allowing them to handle delicate items without damage, showcasing significant advancements in tactile perception [7] - The "Wuneng" embodied intelligence platform by SenseTime provides robots with enhanced perception, visual navigation, and multi-modal interaction capabilities, making them more effective in real-world applications [6] Group 4: Language and Data Development - Shanghai is establishing a comprehensive corpus supply system to enhance the quality and scale of language data, which is essential for the development of AI models [8][10] - The gaming industry, through companies like Youzu Network, is leveraging its vast data resources to support AI development, providing high-fidelity training materials for embodied intelligence [9][10]