Core Viewpoint - The collaboration between BoRui Data and Volcano Engine is focused on enhancing application performance monitoring through third-party probes [1] Group 1 - Volcano Engine has allowed monitoring data to be reported to its APMPlus server via third-party probes provided by BoRui Data [1] - Future cooperation will deepen in data collection and analysis [1]

Core Viewpoint - The collaboration between 博睿数据 (Borui Data) and 火山引擎 (Volcano Engine) is focused on enhancing application performance monitoring through the integration of third-party probes provided by Borui Data [1] Group 1: Business Collaboration - Volcano Engine currently allows monitoring data to be reported to its APMPlus server via third-party probes provided by Borui Data [1] - There are plans for further deepening cooperation in data collection and analysis between the two companies [1]

格隆汇2月11日丨博睿数据(688229.SH)在互动平台表示，目前火山引擎已允许通过博睿数据提供的第三 方探针，将监控数据上报到火山引擎的APMPlus服务端进行应用性能监控。后续将在数据采集和数据分 析方面进一步深化合作。 ...

Core Viewpoint - The collaboration between 博睿数据 (Bairui Data) and 火山引擎 (Volcano Engine) is set to enhance application performance monitoring through the integration of third-party probes for data reporting [1] Group 1 - 博睿数据 has enabled third-party probes to report monitoring data to 火山引擎's APMPlus server for application performance monitoring [1] - Future cooperation will focus on deepening data collection and analysis [1]

Summary of the Conference Call for 博睿数据 Company Overview - **Company**: 博睿数据 (Bori Data) - **Industry**: AI-driven monitoring services and data collection Key Points and Arguments 1. **New Revenue Streams**: In 2026, 博睿数据 will focus on two new billing modules: AI Agent billing and AI system observability billing, marking a shift towards AI-driven monitoring services, which is expected to significantly increase revenue sources [2][5][20] 2. **Partnership with 火山引擎**: The company has restarted its collaboration with 火山引擎 (Volcano Engine) to integrate third-party soft probes into its platform and plans to host cloud broadcast measurement data, enhancing its AI capabilities and market competitiveness [2][7] 3. **Billing Model**: 博睿数据 charges based on hardware assets (CPU core count), daily active users, and data volume. For example, an 8-core CPU server subscription costs approximately 200 RMB per year, while a dual CPU server costs 3,200 RMB [2][6][9] 4. **Data Collection Business**: The company emphasizes the importance of real-time monitoring and measurement during the operational phase to help clients manage unpredictable peak access and improve testing efficiency, particularly for clients in sectors like banking [2][13] 5. **Client Collaborations**: 博睿数据 is collaborating with major companies like 字节跳动 (ByteDance) and 华为 (Huawei), with expectations of gradual service adoption. For instance, revenue from Huawei is projected to be around 10 million RMB in 2025, indicating growth potential with ByteDance [2][14] 6. **AI Project Demand**: There has been a surge in inquiries regarding AI Agent solutions since Q4 2025, with 博睿数据 winning an AI Agent project that includes observability control for traditional systems [4][5] 7. **Market Dynamics**: The domestic HMM (Hybrid Monitoring Management) market is primarily occupied by local manufacturers, with foreign companies gradually exiting. This trend favors domestic companies like 博睿数据, providing opportunities to expand market share [4][21][22] 8. **Future Expectations**: 博睿数据 anticipates continued expansion into the Middle East and Central Asia in 2026, aiming to enhance performance through subscription revenue models and new growth points from AI-related billing and collaborations with major firms [20] Additional Important Information 1. **APM Tool Demand**: The explosion of agent demand is seen as a positive driver for the company's APM (Application Performance Management) tools, necessitating a better understanding of token consumption to optimize efficiency [3] 2. **Server Market Estimation**: The company estimates server market size based on the number of servers and CPU core counts, with specific pricing models for different configurations [9][15] 3. **Technical Services on 火山引擎**: 博睿数据 provides technical services on 火山引擎, supporting various programming languages and allowing developers to integrate probes easily [10][11] 4. **Collaboration with PE Fund**: After transferring to a PE fund, 博睿数据 expects synergistic effects, leveraging the fund's industry investment experience to attract large clients and increase revenue [19]

格隆汇2月10日丨博睿数据(688229.SH)在互动平台表示，公司将持续加强技术研发与市场开拓，持续提 升公司的市场竞争力，公司自成立以来始终坚持自主创新，紧跟移动互联网、云计算、大数据、人工智 能等行业前沿技术的发展变革，持续不断的推陈出新。公司目前未涉及PCM相关的业务。 ...

Group 1 - The core viewpoint is that the AI application market is experiencing significant growth, particularly during the Spring Festival period, which is seen as a pivotal moment for competition in this space [2] - The performance of the 信创 ETF (562570) indicates strong market interest, with a recent increase in scale to 5.22 billion yuan, marking a three-month high and leading among its peers [1] - The ETF has seen continuous net inflows over the past six days, totaling 95.35 million yuan, with a peak single-day inflow of 35.75 million yuan [1] Group 2 - The introduction of ByteDance's Seedream 5.0 model in various applications highlights the rapid advancement and accessibility of AI technologies, with free trial experiences available [1] - 华西证券 emphasizes that high subsidies are an effective strategy for rapidly educating the market and cultivating user habits in AI applications [2] - The 信创 ETF closely tracks the 中证信创指数, focusing on domestic full-stack replacements across critical sectors such as storage, CPU, and AIPC, while integrating with the DeepSeek ecosystem and AI applications [2]

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：2026-009 北京博睿宏远数据科技股份有限公司关于控股股东、实际控制人协议转让部分股份暨权益变动的公告 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： ● 北京博睿宏远数据科技股份有限公司（以下简称"公司"或"上市公司"）控股股东、实际控制人李凯先 生（以下简称"转让方1"）及其一致行动人上海佳合兴利咨询管理中心（有限合伙）（以下简称"佳合兴 利"或"转让方2"）（以下合称"转让方"）与日照中益仁私募基金管理有限公司（代表"中益仁价值成长5 号私募证券投资基金"）（以下简称"受让方"）近期签署了《股份转让协议》，转让方合计拟通过协议 转让方式向受让方转让其持有的上市公司无限售条件流通股2,228,000股（占公司总股本5.02%），其中 李凯先生拟向受让方转让1,020,000股（占公司总股本2.30%），佳合兴利拟向受让方转让1,208,000股 （占公司总股本2.72%）。上述股份为公司 ...

本次权益变动前，佳合兴利直接持有公司1,650,000股，本次权益变动后，佳合兴利直接持有公司 442,000股。 格隆汇2月3日丨博睿数据(688229.SH)公布，2026年2月3日，公司控股股东、实际控制人李凯先生及其 一致行动人佳合兴利与日照中益仁私募基金管理有限公司（代表"中益仁价值成长5号私募证券投资基 金"）签署了《股份转让协议》。李凯先生及佳合兴利合计拟通过协议转让方式向受让方转让其持有的 公司无限售条件流通股2,228,000股（占公司总股本5.02%），其中李凯先生拟向受让方转让1,020,000股 （占公司总股本2.30%），佳合兴利拟向受让方转让1,208,000股（占公司总股本2.72%）。 李凯先生为佳合兴利的执行事务合伙人，且持有佳合兴利17.80%的份额，本次权益变动前，李凯先生 直接持有公司10,266,270股，通过佳合兴利间接持有公司293,700股，本次权益变动后，李凯先生直接持 有公司9,246,270股，通过佳合兴利间接持有公司220,275股。 ...

智通财经APP讯，博睿数据(688229.SH)发布公告，2026年2月3日，公司控股股东、实际控制人李凯先 生及其一致行动人佳合兴利与日照中益仁私募基金管理有限公司(代表"中益仁价值成长5号私募证券投 资基金")签署了《股份转让协议》。李凯先生及佳合兴利合计拟通过协议转让方式向受让方转让其持有 的公司无限售条件流通股222.8万股(占公司总股本5.02%)，其中李凯先生拟向受让方转让102万股(占公 司总股本2.30%)，佳合兴利拟向受让方转让120.8万股(占公司总股本2.72%)。 ...