（文章来源：证券日报） 证券日报网讯宝兰德11月27日在互动平台回答投资者提问时表示，公司会在定期报告中披露截至报告期 末的股东户数，所有股东均享有同等知情权。 ...

资料显示，北京宝兰德软件股份有限公司位于北京市西城区北三环中路29号院3号楼茅台大厦28层，成 立日期2008年3月27日，上市日期2019年11月1日，公司主营业务涉及基础软件中的中间件软件产品、以 及云管理平台软件、应用性能管理软件等智能运维产品的研发和销售,并提供配套专业技术服务。主营 业务收入构成为：基础设施软件服务46.09%，基础设施软件销售33.01%，智能运维软件服务15.39%， 智能运维软件销售2.72%，人工智能大数据软件1.49%，人工智能大数据软件服务0.69%，其他(补 充)0.60%。 从基金十大重仓股角度 数据显示，中信保诚基金旗下1只基金重仓宝兰德。中信保诚景气优选混合A（020151）三季度持有股 数7.97万股，占基金净值比例为0.42%，位居第九大重仓股。根据测算，今日浮亏损失约12.67万元。 中信保诚景气优选混合A（020151）成立日期2024年2月26日，最新规模1.75亿。今年以来收益 53.79%，同类排名602/8138；近一年收益58.07%，同类排名508/8055；成立以来收益94.19%。 11月19日，宝兰德跌5.06%，截至发稿，报29.85元 ...

Market Overview - The Shanghai Composite Index closed at 3939.81 points, with a decline of 0.81%, and the total trading volume of A-shares reached 1,945.96 billion yuan [1] Stocks Breaking the Annual Line - A total of 35 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates including: - Guangyun Technology with a deviation rate of 19.13% - Longxun Co., Ltd. at 15.24% - Central Plaza at 7.88% [1] Top Performers - The top three stocks with the highest deviation rates are: 1. Guangyun Technology: Today's price increase of 19.99%, turnover rate of 9.16%, annual line price of 13.81 yuan, latest price at 16.45 yuan [1] 2. Longxun Co., Ltd.: Price increase of 20.00%, turnover rate of 19.74%, annual line price of 69.30 yuan, latest price at 79.86 yuan [1] 3. Central Plaza: Price increase of 10.11%, turnover rate of 9.48%, annual line price of 3.63 yuan, latest price at 3.92 yuan [1] Additional Notable Stocks - Other stocks that have recently crossed the annual line with lower deviation rates include: - Tianlong Group, Jinyu Medical, and Meili Cloud, which have just crossed the annual line [1]

Core Points - The Shanghai Composite Index is at 3937.29 points, with a decrease of 0.87%, and the total trading volume of A-shares is 1,593.98 billion yuan [1] - 30 A-shares have surpassed their annual line today, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Notable stocks that have broken through the annual line include: - Guangyun Technology (光云科技) with a deviation rate of 19.13% and a price increase of 19.99% [1] - Longxun Co., Ltd. (龙迅股份) with a deviation rate of 15.24% and a price increase of 20.00% [1] - Haohan Depth (浩瀚深度) with a deviation rate of 6.26% and a price increase of 8.69% [1] Trading Metrics - The trading volume for A-shares today is reported at 1,593.98 billion yuan [1] - The turnover rates for the top stocks that broke through the annual line vary, with Longxun Co., Ltd. at 17.65% and Guangyun Technology at 8.82% [1] Deviation Rates - Stocks with smaller deviation rates that have just crossed the annual line include: - Tianlong Group (天龙集团) with a deviation rate of 0.00% [2] - Jinyu Medical (金域医学) with a deviation rate of 0.05% [2] - Lihua Micro (力合微) with a deviation rate of 0.07% [2]

今年以来宝兰德已经1次登上龙虎榜，最近一次登上龙虎榜为2月10日。 资料显示，北京宝兰德软件股份有限公司位于北京市西城区北三环中路29号院3号楼茅台大厦28层，成 立日期2008年3月27日，上市日期2019年11月1日，公司主营业务涉及基础软件中的中间件软件产品、以 及云管理平台软件、应用性能管理软件等智能运维产品的研发和销售,并提供配套专业技术服务。主营 业务收入构成为：基础设施软件服务46.09%，基础设施软件销售33.01%，智能运维软件服务15.39%， 智能运维软件销售2.72%，人工智能大数据软件1.49%，人工智能大数据软件服务0.69%，其他(补 充)0.60%。 宝兰德所属申万行业为：计算机-软件开发-横向通用软件。所属概念板块包括：华为欧拉、华为昇思、 AI训练、华为鲲鹏、华为昇腾等。 截至9月30日，宝兰德股东户数5509.00，较上期增加3.40%；人均流通股14109股，较上期减少3.29%。 2025年1月-9月，宝兰德实现营业收入1.38亿元，同比减少31.83%；归母净利润-9260.44万元，同比减少 68.82%。 11月17日，宝兰德盘中上涨2.01%，截至10:28， ...

Group 1 - The core product offerings of the company include middleware, intelligent operations, AI, and big data [1] - The company does not currently engage in AI live streaming technology [1]

Core Viewpoint - Baoland's performance is under pressure, leading to the introduction of Tianyang Technology as a strategic investor to strengthen business collaboration [1][2] Group 1: Transaction Details - Baoland's controlling shareholder, Yi Cundao, plans to transfer 5.83 million shares to Tianyang Technology, representing 7.5% of Baoland's total share capital [1] - The share price for this transaction is set at 26.56 yuan per share, which is a 20% discount compared to the market closing price on the announcement date, totaling approximately 155 million yuan [1] - Post-transaction, Yi Cundao will hold 21.6 million shares, reducing his stake to 27.79%, while Tianyang Technology will become the second-largest shareholder with 7.5% [1] Group 2: Strategic Implications - The share transfer aims to meet Yi Cundao's funding needs and to introduce Tianyang Technology as a strategic investor, enhancing Baoland's downstream industry channels and product competitiveness [2] - Baoland is a leading player in domestic basic software, with a product line covering middleware, PaaS platforms, intelligent operations, and big data, focusing on the localization of middleware [2] - Tianyang Technology's public credit systems and credit card solutions are critical banking applications that run on middleware, suggesting that collaboration could enhance the integration of key banking applications with middleware systems [2] Group 3: Financial Performance - Baoland's performance has been unstable, with a decline in revenue and a return to losses in 2024 after a brief recovery in 2023 [3] - For the first three quarters of 2025, Baoland reported revenue of 138 million yuan, a year-on-year decrease of 31.83%, and a net loss of 92.6 million yuan, down 68.82% [3] - In contrast, Tianyang Technology achieved revenue of 1.516 billion yuan in the same period, an 8.11% increase, but its net profit fell by 32.25% to 57.8 million yuan [3]

Core Viewpoint - The controlling shareholder of Baolande (688058.SH), Yi Cundao, plans to transfer 5,830,000 shares at a price of 26.56 yuan per share to Tianyang Technology, which represents 7.50% of the company's total share capital [1][2]. Share Transfer Details - The total amount for the share transfer is calculated to be 155 million yuan [2]. - After the transfer, Yi Cundao will hold 21,602,681 shares, accounting for 27.79% of the total share capital, while Tianyang Technology will hold 5,830,000 shares, representing 7.50% [2]. Impact on Company Control - The share transfer will not result in a change of control for the company, nor will it affect the governance structure or ongoing operations significantly [2]. Company Financial Performance - In 2024, the company reported revenue of 283 million yuan, a year-on-year decrease of 7.18%, and a net loss attributable to shareholders of 58.72 million yuan, compared to a profit of 14.52 million yuan in the previous year [4]. - For the first three quarters of 2025, the company achieved revenue of 138 million yuan, down 31.83% year-on-year, with a net loss of 92.60 million yuan [4]. Historical Context - Baolande was listed on the Sci-Tech Innovation Board on November 1, 2019, with an initial public offering price of 79.30 yuan per share [2]. - The company has experienced a decline in stock price, currently trading below its IPO price [2].

Core Insights - Tianyang Technology (300872) has signed a share transfer agreement to acquire 5.83 million shares of Baoland Software, representing 7.5% of Baoland's total equity, at a price of 26.56 yuan per share, totaling approximately 155 million yuan [1] - Baoland, established in 2008, is a leader in domestic basic software, focusing on the localization of middleware and has a product line that includes middleware, container platforms, intelligent operations, and big data [1] - The collaboration aims to enhance the integration of banking key application systems with basic middleware systems, promoting information innovation and the autonomy of domestic software [1] Company Strategy - Tianyang Technology recently invested 444 million yuan to acquire 5.02% of Capital Online, aiming to enhance AI capabilities and achieve resource sharing between the two companies [2] - The acquisition of Baoland is expected to significantly enhance Tianyang's influence in the domestic basic software ecosystem and accelerate the penetration of its technology products in the financial innovation market [2] - In the long term, by integrating application software and basic platforms into standardized solutions, Tianyang Technology aims to provide cost-effective digital transformation services for small and medium-sized banks, potentially creating a second growth curve [2]

Core Viewpoint - Tianyang Technology (300872) has signed a share transfer agreement with the controlling shareholder of Baolande (688058), acquiring 5.83 million shares, representing 7.50% of Baolande's total equity, for a total price of 155 million yuan at 26.56 yuan per share, positioning Tianyang as Baolande's second-largest shareholder [1][2] Group 1: Company Overview - Tianyang Technology's business segments include consulting, financial technology, digital finance, and financial IT services, focusing on key areas and processes within banking [1] - Baolande specializes in the research and sales of infrastructure software, intelligent operation software, and AI big data software, along with providing professional technical services [1] Group 2: Financial Performance - In Q3, Tianyang Technology reported revenue of 520 million yuan, a year-on-year increase of 9.64%, and a net profit of 6.73 million yuan, reflecting a significant year-on-year growth of 214.24% [1] Group 3: Strategic Rationale - The acquisition is driven by Tianyang's confidence in Baolande's future development and long-term investment value, aiming to enhance technological and research collaboration, share market and customer resources, and leverage brand synergy to improve overall strength [1] - Baolande is recognized as a leader in domestic foundational software, with a product line covering middleware, PaaS platforms, intelligent operations, and big data, particularly focusing on promoting the localization of middleware [1] - The collaboration is expected to enhance the integration of Tianyang's key banking applications with Baolande's middleware systems, thereby improving competitive advantages and promoting innovation in information technology and domestic software autonomy [1][2] Group 4: Financial Impact - Tianyang Technology has stated that the funds for the share acquisition will come from its own resources, ensuring no significant adverse impact on its financial and operational status, maintaining its independence, and protecting the interests of all shareholders [2]