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） ...

Financial Performance - The company's operating revenue for Q3 2025 was ¥56,226,811.74, representing a decrease of 9.81% compared to the same period last year[4]. - The total profit for the period was -¥25,572,811.98, with a year-to-date total profit of -¥93,566,948.24[4]. - The net profit attributable to shareholders was -¥24,833,622.90 for the quarter, and -¥92,604,355.98 year-to-date[4]. - Total operating revenue for the first three quarters of 2025 was ¥137,966,669.38, a decrease of 31.7% compared to ¥202,374,448.65 in the same period of 2024[18]. - Net profit for the first three quarters of 2025 was a loss of ¥92,604,355.98, compared to a loss of ¥55,310,524.64 in the same period of 2024, indicating a worsening of 67.4%[20]. - The company's total profit for the first three quarters of 2025 was reported at -¥83,830,217.49, compared to -¥31,387,178.42 in the same period of 2024[30]. Research and Development - Research and development expenses totaled ¥24,366,418.82, accounting for 43.34% of operating revenue, an increase of 0.60 percentage points year-on-year[5]. - Research and development expenses increased to ¥69,890,989.50 from ¥66,065,237.11, showing a rise of 4.3%[18]. - Research and development expenses increased to 68,925,513.91 RMB, up 31.9% compared to 52,274,939.31 RMB in the previous year[29]. Assets and Liabilities - The company's total assets at the end of the reporting period were ¥688,555,452.39, a decrease of 10.97% from the end of the previous year[5]. - The company's current assets totaled RMB 584,813,168.60, down from RMB 662,561,985.80, indicating a reduction of about 11.7%[14]. - The company's long-term equity investments were reported at RMB 2,229,923.77, down from RMB 12,676,349.39, indicating a significant decrease[14]. - The total liabilities increased to ¥51,998,339.49 from ¥47,262,769.38, reflecting a growth of 10.4%[16]. - The total liabilities increased slightly to 49,246,343.12 RMB from 45,948,423.96 RMB, an increase of 6.6%[27]. Cash Flow - The cash flow from operating activities was -¥30,001,207.08 for the quarter, with a year-to-date total of -¥42,535,611.66[4]. - The company's operating cash flow net amount for the current period is -42,535,611.66 RMB, an improvement from -69,039,906.71 RMB in the previous period, indicating a 38.4% reduction in cash outflow[23]. - Total cash inflow from operating activities was ¥187,947,894.07, slightly up from ¥184,879,951.45 in the previous year[32]. - The net cash flow from investing activities for the current period is 12,082,793.50 RMB, a significant decrease from 136,321,674.01 RMB in the previous period[23]. Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 5,509[10]. - Basic and diluted earnings per share for the first three quarters of 2025 were both -¥1.19, compared to -¥0.73 in the same period of 2024[20]. - The equity attributable to shareholders decreased by 12.34% to ¥636,557,112.90 compared to the end of the previous year[5]. Operational Efficiency - Total operating costs decreased to ¥226,080,925.92 from ¥260,164,637.62, reflecting a reduction of 13.1%[18]. - Sales expenses decreased significantly to ¥87,208,876.49 from ¥123,786,494.36, a reduction of 29.6%[18]. - Management expenses also decreased to ¥30,914,324.06 from ¥55,182,560.36, a decline of 43.9%[18]. Market and Future Outlook - The company has not reported any significant new product launches or technological advancements in the provided data[12]. - There is no indication of market expansion or mergers and acquisitions in the current financial report[12]. - The company has not provided any future outlook or performance guidance in the available information[12].

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].