登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688229 证券简称：博睿数据 公告编号：2025-028 北京博睿宏远数据科技股份有限公司 关于自愿披露对外投资设立全资孙公司的公告 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。 重要内容提示： ● 投资金额：北京博睿宏远数据科技股份有限公司（以下简称"公司"或"博睿数据"）本次对外投资总金 额不超过100万美元。 ● 相关风险提示： 1、公司本次对外投资事项尚需获得相关部门的备案或审批，以及在境外办理登记注册等相关手续。尽 管目前评估不存在重大法律障碍，但依然存在不能获得相关主管部门批准的风险，本次对外投资能否顺 利实施存在一定的不确定性。对此，公司将积极推进相关审批进程，与相关部门积极沟通，争取尽早完 成相关审批、备案及登记等手续。 2、本次对外投资相关业务尚未开展，未来经营管理过程中可能面临宏观经济及行业政策变化、市场需 求变化、行业竞争加剧、技术研发等方面的不确定因素影响，存在一定的市场风险、经营风险、管理风 险等，对公司未来经营业绩的影响具有不确定 ...

8月8日，北京博睿宏远数据科技股份有限公司发布公告称，基于东南亚市场拓展的需要，公司拟由香港 子公司"博睿数据(香港)科技有限公司" 作为路径公司在马来西亚投资设立孙公司"博睿数据(马来西亚)科 技有限公司(BONREE DATA TECH SDN.BHD.)"， 本次对外投资总金额不超过100万美元。 Bonree ONE 是国内首个实现一体化智能可观测性平台的产品，覆盖从用户端到基础设施的全栈监控， 包括业务运营、数字体验、应用组件、基础设施及网络通信五大层级。其 3.0 版本通过预置 146 种运维 实体模型、113 种实体关系及 1262 项指标，构建了从业务到硬件的完整 IT 系 统视图，解决了传统监控 工具功能单一、数据割裂、价值输出简单等问题。在金融行业实践中，该平台帮助某客户构建了端到端 全链路监控体系，涵盖故障管理、核心业务监控与应急响应等必备场景，显著提升了 IT 系统运行的透 明度和可控性。 博睿数据在公告中表示，鉴于当地商业环境对本土化运营的偏好，公司本次对外投资设立马来西亚孙公 司旨在深化与客户的互信基础，进而构建更紧密的合作关系。本次对外投资符合公司整体发展战略规 划，在现阶段不会 ...

北京博睿宏远数据科技股份有限公司 关于自愿披露对外投资设立全资孙公司的公告 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。 证券代码：688229 证券简称：博睿数据 公告编号：2025-028 重要内容提示： 投资标的名称："博睿数据（马来西亚）科技有限公司（BONREE DATA TECH SDN.BHD.）"（上述名称以当地注册机关核准为准）（以下简称"马来西亚孙公司"）。 投资金额：北京博睿宏远数据科技股份有限公司（以下简称"公司"或"博睿数据"） 本次对外投资总金额不超过 100 万美元。 相关风险提示： 1、公司本次对外投资事项尚需获得相关部门的备案或审批，以及在境外办理登记注册等 相关手续。尽管目前评估不存在重大法律障碍，但依然存在不能获得相关主管部门批准的风 险，本次对外投资能否顺利实施存在一定的不确定性。对此，公司将积极推进相关审批进程， 与相关部门积极沟通，争取尽早完成相关审批、备案及登记等手续。 2、本次对外投资相关业务尚未开展，未来经营管理过程中可能面临宏观经济及行业政策 变化、市场需求变化、行业竞 ...

证券代码：688229 证券简称：博睿数据 公告编号：2025-027 北京博睿宏远数据科技股份有限公司 关于首次集中竞价减持已回购股份暨进展公告 本公司董事会、全体董事及相关股东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： 回购股份的基本情况 北京博睿宏远数据科技股份有限公司（以下简称"公司"）于 2024 年 2 月 8 日至 2024 年 5 月 6 日期间实施以集中竞价交易方式开展维护公司价值及股东 权益的回购股份计划，累计回购公司股份 722,487 股（占公司总股本的 1.63%）。 具体内容详见公司于 2024 年 5 月 8 日披露的《关于股份回购实施结果暨股份变 动的公告》（公告编号：2024-029）。 减持计划的进展情况 公司于 2025 年 7 月 7 日在上海证券交易所网站（http://www.sse.com.cn） 上披露了《关于集中竞价减持已回购股份计划公告》（公告编号：2025-025）， 拟自减持已回购股份计划公告披露之日起 15 个交易日后至 2025 年 10 月 27 日， 通过集中 ...

New Stock Issuance - Multiple companies are scheduled for new stock issuance on July 24, 2025, including *ST Zitian (300280) and ST Nanzhi (002305) [1] - Significant announcements were made for companies like Guosheng Tang (300436) and Huayin Power (600744) on July 17 and July 15, respectively [1] Trading Alerts - Companies such as Gaoguan Min Explosive (002827) and Zhongyan Dadi (003001) have recent trading alerts as of July 24, 2025 [1] - A total of 50 companies have been flagged for abnormal trading fluctuations, indicating potential market volatility [2] Market Trends - The report highlights a trend of increased market activity with numerous companies announcing significant changes in stock status [1] - The presence of multiple *ST (Special Treatment) companies suggests heightened scrutiny and potential risk for investors [1] Regulatory Compliance - Companies are required to disclose significant announcements to ensure transparency in trading activities [1] - The report emphasizes the importance of monitoring announcements to assess market conditions and investment risks [1]

Core Insights - The report highlights the significance of observability practices in enhancing operational efficiency and service quality during the digital transformation of the financial industry, particularly in banking, securities, and insurance sectors [1][2][8]. Group 1: Industry Overview - The financial industry's digital transformation is transitioning from basic informatization to intelligent systems, with global digital transformation spending expected to approach $4 trillion by 2027, and China's financial IT spending projected to reach 335.936 billion yuan by 2025 [8][12]. - Observability is increasingly recognized as a critical support for digital transformation, with its market experiencing explosive growth driven by policy and demand [12][14]. Group 2: Technological Trends - Real-time data collection and analysis technologies are evolving from mere support tools to core systems, enabling real-time decision-making and agile responses [20][21]. - Artificial intelligence (AI) is becoming a key driver in reshaping observability capabilities, enhancing risk prediction, root cause diagnosis, and user experience optimization [24][25]. - Distributed system monitoring is essential for ensuring business continuity and system reliability, with innovations in monitoring solutions addressing the unique challenges of the financial sector [26][27]. Group 3: Sector-Specific Practices - In banking, full-link monitoring has reduced fault localization time by 80%, significantly enhancing system stability [34][36]. - The securities sector has optimized trading system performance, achieving response times under 300 milliseconds, crucial for high-frequency trading scenarios [34][40]. - The insurance industry has improved underwriting efficiency by 35% through data visualization and real-time monitoring tools, enhancing process optimization and risk management capabilities [34][46]. Group 4: Challenges and Future Directions - The financial industry faces challenges in optimizing data flow and enhancing monitoring comprehensiveness and accuracy due to increasing business complexity and system scale [2][12]. - Future developments in observability will focus on establishing industry standards, building intelligent operation ecosystems, and adapting traditional architectures to new observability frameworks [8][12][30].

Investment Rating - The report maintains a "Positive" investment rating for the industry [7]. Core Insights - The computer sector saw a significant increase of 3.02% last week, ranking 7th among major industries, with a trading volume accounting for 10.43% of the total market [2][4]. - The report highlights the growing interest in stablecoins and related technologies, particularly in the context of recent regulatory developments in Hong Kong [6][26]. - The launch of xAI's Grok-4, which includes advanced AI capabilities, is expected to drive further innovation in the sector [19][20]. Summary by Sections Market Performance - The overall market continued its upward trend, with the Shanghai Composite Index surpassing the 3500-point mark, closing at 3510.18 points, reflecting a 1.09% increase [12]. - The computer sector's performance was notably strong, with a 3.02% rise, contributing significantly to the overall market dynamics [12]. Key Developments - The report emphasizes the importance of cryptography in the blockchain ecosystem, particularly as stablecoins gain traction [6][32]. - The implementation of the stablecoin regulations in Hong Kong is anticipated to accelerate the development of the stablecoin market, with major companies like JD.com and Ant Group actively participating [6][26]. Recommendations - The report suggests focusing on companies with strong cryptographic technology reserves and relevant qualifications, especially those linked to the financial industry [6][42]. - It also highlights the potential for investment opportunities in firms that possess the necessary licenses and technological capabilities in blockchain and cryptography [30][42].

Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the benchmark index over the next 6-12 months [37]. Core Viewpoints - The report highlights the positive outlook for financial IT and cross-border payment companies due to the recent policy developments in stablecoins, RDA, and CIPS, which are expected to enhance efficiency, reduce costs, and improve transparency in cross-border payments and settlements [1][4][21]. - The stablecoin market is diversifying, with various participants including fintech companies and traditional banks, which is likely to enhance the credibility and application scenarios of stablecoins [13][14]. Summary by Sections Industry Investment Rating - The industry is rated as "Outperform the Market," with expectations of better performance compared to the benchmark index [37]. Company Dynamics - Jiuyuan Yinhai expects to achieve revenue of 414-454 million yuan in the first half of 2025, a year-on-year increase of 5%-15%, with net profit expected to grow significantly by 130%-180% [3]. - Inspur Information plans to repurchase its A-shares with a total fund of no less than 200 million yuan and no more than 300 million yuan, with an expected repurchase price not exceeding 75.59 yuan per share [3]. Investment Recommendations - The report suggests focusing on companies such as Runhe Software, Nantian Information, Borui Data, Huichen Shares, Digital Government, and Jiuyuan Yinhai, which are expected to benefit from the developments in stablecoins and related technologies [4][21]. Policy Developments - Recent policies in regions like Hong Kong and Shanghai are aimed at promoting the development of stablecoins and their applications, including the issuance of tokenized government bonds and enhancing the management mechanisms for cross-border payment systems [15][18][21]. - The introduction of the RDA paradigm by the Shanghai Data Exchange emphasizes the importance of data in verifying the authenticity and enhancing the value of real-world assets [20][21]. Market Trends - The stablecoin market is expanding into real-world applications, particularly in cross-border payments, B2B payments, and asset tokenization, which are expected to grow rapidly [14][21]. - The report notes that the development of stablecoins will increase the demand for system upgrades and related services from financial IT companies [21].

Summary of Key Points Core Viewpoint - The financing balance of the Sci-Tech Innovation Board (STAR Market) increased by 828 million yuan compared to the previous trading day, indicating a growing interest in this market segment [1]. Financing Balance - As of July 14, the total margin financing balance on the STAR Market reached 160.08 billion yuan, with a financing balance of 159.50 billion yuan and a securities lending balance of 5.87 billion yuan [1]. - The stock with the highest financing balance is SMIC, with a latest balance of 7.15 billion yuan, followed by Cambrian and Haiguang Information with balances of 3.48 billion yuan and 3.42 billion yuan respectively [1]. - A total of 334 stocks saw an increase in financing balance, while 251 stocks experienced a decrease [1]. - Notable increases in financing balance include Borui Data (59.61%), Kexing Pharmaceutical (33.99%), and Yahon Pharmaceutical (27.88%) [1]. Securities Lending Balance - The highest securities lending balance is also held by SMIC, with a balance of 23 million yuan, followed by Haiguang Information and Chipone Technology with balances of 16 million yuan and 15 million yuan respectively [2]. - A total of 142 stocks saw an increase in securities lending balance, while 130 stocks experienced a decrease [2]. - Significant increases in securities lending balance were observed in KQ Bio (140.94%), Tiande Yu (72.90%), and Diaowei (62.20%) [2]. Performance Overview - The performance of stocks with notable financing balance increases includes Borui Data (7.23%), Kexing Pharmaceutical (1.76%), and Yahon Pharmaceutical (17.32%) [2]. - The performance of stocks with notable securities lending balance increases includes ZhiJiang Bio (20.00%) and others [3]. Additional Data - The detailed financing and securities lending balances for various stocks are provided, showing a comprehensive view of the market dynamics [4].

关于《北京博睿宏远数据科技股份有限公司股票交易 异常波动问询函》的回函 三、在本次股票交易异常波动期间，本人不存在买卖贵公司股票的情形。 特此函复。 本人作为贵公司实际控制人、控股股东、董事长。 一、截至本回函披露日，本人不存在涉及贵公司的应披露而未披露的重大信 息； 二、截至本回函披露日，本人不存在处于筹划阶段的涉及贵公司的重大事项， 包括但不限于并购重组、股份发行、债务重组、业务重组、资产剥离和资产注入 等重大事项； 北京博睿宏远数据科技股份有限公司： 本人于 2025 年 7 月 14 日收到贵公司发来的关于《北京博睿宏远数据科技股 份有限公司股票交易异常波动问询函》，经本人认真自查核实，现将有关问题回 复如下： 实际控制人、控股股东、董事长： 2025 年 7 月 14 日 ...