北京宝兰德软件股份有限公司 2025 年第三季度报告 证券代码：688058 证券简称：宝兰德 北京宝兰德软件股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 北京宝兰德软件股份有限公司 2025 年第三季度报告 | 量净额 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 基本每股收益（元/股） | -0.32 | | 不适用 | -1.19 | | 不适用 | | | 稀释每股收益（元/股） | -0.32 | | 不适用 | -1.19 | | | 不适用 | | 加权平均净资产收益率 （%） | - ...

宝兰德公告，第三季度营收为5622.68万元，同比下降9.81%；净利润亏损2483.36万元。前三季度营收 为1.38亿元，同比下降31.83%；净利润亏损9260.44万元。 ...

Group 1 - The ChatGPT concept sector is leading the market with an increase of 3.35% [1] - Industrial Fulian has seen a significant rise of 6.78% [1] - Tianyu Shuke has increased by 2.11% [1] - Baolande has experienced a growth of 1.11% [1]

Core Viewpoint - Baolande's stock has shown significant growth this year, with a year-to-date increase of 27.71%, indicating strong market performance and investor interest [1][2]. Company Overview - Beijing Baolande Software Co., Ltd. was established on March 27, 2008, and went public on November 1, 2019. The company specializes in middleware software products, cloud management platforms, and intelligent operation and maintenance products [2]. - The revenue composition of Baolande includes: 46.09% from infrastructure software services, 33.01% from infrastructure software sales, 15.39% from intelligent operation and maintenance software services, 2.72% from intelligent operation and maintenance software sales, 1.49% from artificial intelligence big data software, 0.69% from artificial intelligence big data software services, and 0.60% from other sources [2]. Financial Performance - As of June 30, 2025, Baolande reported a revenue of 81.74 million yuan, a year-on-year decrease of 41.63%, and a net profit attributable to shareholders of -67.77 million yuan, reflecting a year-on-year decrease of 105.93% [2]. - The company has distributed a total of 115 million yuan in dividends since its A-share listing, with 14.09 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Baolande had 5,328 shareholders, a decrease of 5.53% from the previous period, with an average of 14,589 circulating shares per shareholder, an increase of 5.86% [2]. - Among the top ten circulating shareholders, Jin Ying Technology Innovation Stock A holds 682,100 shares, and Jin Ying Small and Medium Cap Selected Mixed A holds 657,600 shares, with both maintaining their shareholding levels from the previous period [3].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous recommendation of domestic investment opportunities due to increasing external technology controls and the ongoing promotion of domestic innovation policies, indicating a clear trend towards self-sufficiency in key technologies [6][13] - The performance of leading domestic computing companies is showing significant revenue growth, validating the trend of domestic industrial development [7][14] Summary by Sections Weekly Perspective - The report highlights the sustained recommendation of domestic investment opportunities, noting a decline in the CSI 300 index by 2.22% and a 5.61% drop in the computer index during the week of October 13-17, 2025 [5][12] Company Dynamics - Haiguang Information reported a revenue of 40.26 billion yuan for Q3 2025, marking a year-on-year growth of 69.60% and a net profit of 759.99 million yuan, up 13.04% [16] - Cambricon Technologies achieved a revenue of 1.727 billion yuan in Q3 2025, with a staggering year-on-year increase of 1332.52%, and a net profit of 567 million yuan, indicating a strong turnaround [14] Investment Recommendations - Key domestic software companies recommended include Kingsoft Office, Dameng Data, and others, while leading domestic computing companies such as Haiguang Information and Sugon are also highlighted for their growth potential [8][15]

Core Viewpoint - The company, Bolande (688058.SH), confirmed that its products, particularly the AI computing platform, can utilize "super node" algorithms as computational resources, although this segment currently contributes a small portion to its main revenue [2][2]. Group 1: Company Products - The main products of the company include middleware, intelligent operation and maintenance, AI, and big data [2]. - The AI computing platform is capable of managing and scheduling super nodes as computational resources [2]. Group 2: Financial Impact - The AI computing platform currently accounts for a small proportion of the company's main revenue and does not have a significant impact on its production and operations [2].

Core Viewpoint - The announcement details a change in the executive partner of Beijing Yidongxing Equity Investment Center (Limited Partnership), a major shareholder of Baoland Software Co., Ltd, without affecting the actual shareholding quantities or control of the company [2][3]. Group 1: Change in Shareholder Structure - The change involves the termination of the concerted action relationship between Zhao Yanxing and Yidongxing, with no impact on the overall shareholding structure [2][3]. - Zhao Yanxing directly holds 3.31361 million shares, representing 4.26% of the total share capital, and previously controlled 5.422738 million shares through Yidongxing, totaling 8.736348 million shares or 11.24% [3]. - Following the change, Lu Zhongda will take over as the executive partner of Yidongxing, controlling the same number of shares previously held by Zhao Yanxing [3][5]. Group 2: Impact on the Company - The change in the executive partner will not lead to any changes in the controlling shareholder or actual controller of the company [3][4]. - The operational impact on Yidongxing is expected to be minimal, as other terms of the partnership agreement remain unchanged [5]. - The company will comply with relevant laws and regulations regarding information disclosure and shareholder actions following the change [6].

Core Viewpoint - The announcement indicates a change in the executive partner of Beijing Yidongxing Equity Investment Center, which has led to an increase in the shareholding of Baolande by Lu Zhongda to 6.98%, totaling 5.4227 million shares, without any actual increase or decrease in the number of shares held [1] Summary by Relevant Sections - **Change in Partnership**: The executive partner of Beijing Yidongxing has changed from Zhao Yanxing to Lu Zhongda [1] - **Shareholding Increase**: Lu Zhongda's control through Yidongxing has resulted in an increase in Baolande's shares to 6.98%, amounting to 5.4227 million shares [1] - **Future Plans**: There are no plans for Lu Zhongda and his concerted parties to increase their holdings in Baolande within the next 12 months, although there is a possibility of reducing their equity stake [1]

证券代码：688058 证券简称：宝兰德 公告编号：2025-047 持股 5%以上股东北京易东兴股权投资中心（有限合伙）保证向本公司提供的 信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 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： ●本次权益变动不涉及各方实际持股数量的增减，系北京宝兰德软件股份有限 公司（以下简称"公司"）股东赵艳兴与公司 5%以上股东北京易东兴股权投资中心 （有限合伙）（以下简称"易东兴"）解除一致行动关系，亦不触及要约收购； ●公司 5%以上股东易东兴的执行事务合伙人由赵艳兴先生变更为陆仲达先生。 ●本次权益变动不会导致公司控股股东、实际控制人发生变化。 一、合伙企业的基本情况 北京宝兰德软件股份有限公司 关于合伙企业变更执行事务合伙人暨持股 5%以上 股东权益变动的提示性公告 | 股东名称 | 本次权益变动前 | | 本次权益变动后 | | | --- | --- | --- | --- | --- | | | 股数（股） | 占总股本比例 | 股数（股） | ...

北京宝兰德软件股份有限公司 简式权益变动报告书 信息披露义务人：赵艳兴 住所/通讯地址：北京市海淀区*** 股份变动性质：本次权益变动是由北京易东兴股权投资中心（有 限合伙）变更执行事务合伙人解除赵艳兴与北京易东兴股权投资 中心（有限合伙）一致行动关系，赵艳兴控制公司的股份减少 6.98%，北京易东兴股权投资中心（有限合伙）持有上市公司的股 份数量不变。 1 上市公司 ：北京宝兰德软件股份有限公司 股票上市地：上海证券交易所 股票简称 ： 宝兰德 股票代码 ： 688058 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》（以下简称 " 《证券法》"）、《上市公司收购管理办法》（以下简称"《收购管理办法》"）、 《公开发行证券的公司信息披露内容与格式准则第 15 号--权益变动报告书》（以 下简称"《准则 15 号》 "）等相关法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《证券法》《收购管理办法》及《准则15号》的规定，本报告书已全 面披露信息披露义务人在北京宝兰德软件股份有限公司（以下简称"上市公司"、" 宝兰德"或"公司"）拥有 ...