宝兰德公告称，控股股东、实控人易存道拟以协议转让方式，将583万股（占总股本7.50%）以26.56元/ 股转让给天阳科技，转让价款1.55亿元，分四期支付。本次转让后，易存道持股降至27.79%，天阳科技 持股7.50%，不涉及控制权变更。交易需经上交所审核及中登公司办理过户，天阳科技承诺12个月内不 减持。 ...

证券日报网讯 10月30日晚间，宝兰德发布公告称，公司2025年前三季度确认信用减值损失和资产减值 损失共计15，633，690.37元。 （文章来源：证券日报） ...

格隆汇10月30日丨宝兰德(688058.SH)发布三季报，2025年前三季度实现营业总收入1.38亿元，同比下降 31.83%；归属母公司股东净利润-9260.44万元，较上年同期亏损增加3775.02万元；基本每股收益为-1.19 元。 ...

证券代码：688058 证券简称：宝兰德 公告编号：2025-048 北京宝兰德软件股份有限公司关于 2025 年前三季度计提信用减值准备及资产减值准备的 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、准确性和完整性依法承担法律责任。 （一）信用减值损失 本公司以预期信用损失为基础，对应收账款计提减值准备并确认信用减值损 失。经测试，本期计提信用减值损失金额共计 15,686,326.21 元。 （二）资产减值损失 一、本次计提信用减值准备及资产减值准备情况概述 北京宝兰德软件股份有限公司（以下简称"公司"）根据《企业会计准则》以 及公司会计政策、会计估计的相关规定，为真实、准确地反映公司截至 2025 年 9 月 30 日的财务状况及经营情况，本着谨慎性原则，对截至 2025 年 9 月 30 日公司 及下属子公司的资产进行了减值测试，对可能发生资产减值损失的相关资产计提 减值准备。公司 2025 年前三季度确认信用减值损失和资产减值损失共计 15,633,690.37 元。具体情况如下表所示： | 类别 | 项目 | 计提资产减值准备金额（元） ...

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].