证券代码：688229 证券简称：博睿数据 公告编号：2025-030 北京博睿宏远数据科技股份有限公司 关于 2025 年度"提质增效重回报"行动方案的半年度评估报告 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。 为贯彻党的二十大和中央金融工作会议精神，积极落实国务院《关于进一步提高上市公 司质量的意见》、上海证券交易所《关于开展沪市公司"提质增效重回报"专项行动的倡议》 要求。北京博睿宏远数据科技股份有限公司（以下简称"公司"）于 2025 年 4 月 26 日发布 了 2025 年提质增效重回报行动方案（以下简称"行动方案"）。该方案旨在提升公司核心竞 争力，实现业务提质增效和回报股东的目标。自方案发布以来，公司积极推进落实相关工作， 现将方案的执行情况进行评估。 一、聚焦主业经营，提升经营质量 公司主营业务属于 IT 运维管理监控领域的重要分支行业——应用性能管理及可观测性行 业。公司始终坚持以技术创新和产品创新为核心的发展战略，紧跟行业技术发展趋势，深耕 行业客户创新需求，依托"产品+技术"的双轮驱动，为企业级 ...

Core Viewpoint - The article discusses the significant decline of Beijing Borui Hongyuan Data Technology Co., Ltd. (Borui Data) over the past five years since its debut on the STAR Market, highlighting its transition from a profitable industry leader to a company facing continuous losses and a plummeting stock price [1][6]. Group 1: Financial Performance - Borui Data's main business is Application Performance Management (APM), which provides real-time monitoring of online applications. Before its IPO, the company showed strong financial performance with revenues of 116 million yuan, 147 million yuan, and 183 million yuan from 2017 to 2019, and net profits of 46.65 million yuan, 57.76 million yuan, and 76.34 million yuan during the same period, indicating double-digit growth [2]. - After going public, Borui Data's financial situation deteriorated sharply, with net losses of 36.26 million yuan in 2021, 87.46 million yuan in 2022, and 126 million yuan in 2023, accumulating over 350 million yuan in losses since its IPO [3][5]. - The company's cash flow has also worsened, with negative net cash flows from operating activities for three consecutive years from 2021 to 2023, indicating a reliance on financing to sustain operations [5]. Group 2: Market Position and Competition - The decline in Borui Data's performance is attributed to its business model failing under intense competition, with sales expenses rising from 47.37 million yuan in 2019 to 160 million yuan in 2023, a 237% increase [3]. - The company faces competition not only from established players like Tingyun and OneAPM but also from major cloud computing giants such as Alibaba Cloud and Tencent Cloud, which offer APM products as part of their cloud ecosystems at lower or no cost, impacting Borui Data's pricing power and market space [3]. Group 3: Stock Performance - Borui Data's stock price peaked on its first day of trading at 220 yuan per share, a 234% increase from its IPO price of 65.88 yuan, but has since experienced a continuous decline, falling below the IPO price within a year and reaching a historical low of 20.18 yuan per share by early 2024 [6][7]. - The company's market capitalization has evaporated from over 170 billion yuan at its peak to less than 31 billion yuan, reflecting a significant loss of investor confidence as institutional investors have gradually exited [7]. Group 4: Future Challenges - Borui Data faces numerous challenges ahead, including finding a differentiated survival space amidst competition from industry giants, overcoming its losses, and rebuilding its business model to restore market confidence [8].

Group 1 - The core viewpoint of the news highlights the financing activities and market performance of Beijing Borui Hongyuan Data Technology Co., Ltd. during the week of August 18, with a net financing inflow of 18.9953 million yuan, ranking 440th in the market [1] - The company had a total financing purchase amount of 82.8863 million yuan and repayment amount of 63.8910 million yuan during the same period [1] - The stock experienced a main capital inflow of 17.6316 million yuan over the last 5 days, with a price increase of 2.59%, while there was a capital outflow of 26.4899 million yuan over the last 10 days, resulting in a price decrease of 1.84% [1] Group 2 - Beijing Borui Hongyuan Data Technology Co., Ltd. was established in 2008 and is located in Beijing, primarily engaged in software and information technology services [1] - The company has a registered capital of 44.4 million yuan and a paid-in capital of 33.3 million yuan, with Li Kai serving as the legal representative [1] - The company has made investments in 6 enterprises, participated in 278 bidding projects, holds 8 trademark registrations, 158 patents, and possesses 4 administrative licenses [1]

Group 1 - The core viewpoint of the news is that Beijing Borui Hongyuan Data Technology Co., Ltd. (博睿数据) has experienced a decline in stock price and a mixed performance in its latest financial results [1][3] - As of August 8, 2025, the company's stock closed at 62.47 yuan, down 5.81%, with a trading volume of 23,900 hands and a transaction amount of 152 million yuan [1] - The net outflow of main funds today was 33.84 million yuan, accounting for 22.31% of the transaction amount, indicating a significant selling pressure [1] Group 2 - The latest financial report for the first quarter of 2025 shows total revenue of 36.21 million yuan, a year-on-year decrease of 3.81%, while net profit attributable to shareholders was 9.21 million yuan, a year-on-year increase of 34.24% [1] - The company has a current ratio and quick ratio of 6.264, and a debt-to-asset ratio of 13.75%, indicating strong liquidity and low leverage [1] - Beijing Borui Hongyuan Data Technology Co., Ltd. was established in 2008 and primarily engages in software and information technology services, with a registered capital of 44.4 million yuan [2]

Investment Overview - The company plans to establish a wholly-owned subsidiary in Malaysia named "BONREE DATA TECH SDN.BHD." with an investment amount not exceeding 1 million USD [2][4] - The investment will be funded by the company's own resources, and the registered capital for the subsidiary will be 10,000 MYR [6][7] - The investment aims to expand the company's presence in the Southeast Asian market and enhance customer relationships [7] Decision and Approval Process - The company's board of directors approved the investment proposal on August 7, 2025, and authorized the management to handle the necessary approvals and registrations [4][5] - The investment does not require shareholder meeting approval as per the company's articles of association [5][6] Impact on the Company - The establishment of the Malaysian subsidiary will not adversely affect the company's normal operations and is aligned with its overall strategic development [7] - The subsidiary will be included in the company's consolidated financial statements, leading to changes in the scope of consolidation [7] Regulatory Considerations - The investment is subject to obtaining necessary approvals and registrations from relevant authorities, which may introduce uncertainties [8] - The company will actively pursue the required approvals and maintain communication with relevant departments to expedite the process [8]

Core Viewpoint - The company plans to invest up to 1 million USD to establish a wholly-owned subsidiary in Malaysia, named Bonree Data Tech Sdn. Bhd., to expand its presence in the Southeast Asian market [1][2][3]. Group 1: Investment Overview - The investment will be made through the company's Hong Kong subsidiary, Bonree Data (Hong Kong) Technology Co., Ltd. [2] - The total investment amount is capped at 1 million USD, sourced from the company's own funds [2][3]. - The proposed subsidiary will have a registered capital of 10,000 Malaysian Ringgit and will focus on IT consultancy services and trading of IT products [3]. Group 2: Decision and Approval Process - The company's board of directors approved the investment during the third meeting of the fourth board session on August 7, 2025 [2]. - The management has been authorized to handle all necessary approvals and registrations related to the investment [2][3]. - This investment does not require shareholder approval as per the company's articles of association [3]. Group 3: Impact on the Company - The establishment of the Malaysian subsidiary aims to enhance trust and cooperation with local clients, aligning with the company's overall strategic development [3]. - The investment is not expected to disrupt the company's normal operations or harm the interests of shareholders, particularly minority shareholders [3]. - The Malaysian subsidiary will be included in the company's consolidated financial statements, leading to changes in the scope of consolidation [3].

博睿数据(688229.SH)发布公告，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"(简称"香港子公司")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.)"(上述名称以当地注册机关核准为准)，本次对外投资总金额 不超过100万美元，资金来源为公司自有资金。 ...

智通财经APP讯，博睿数据(688229.SH)发布公告，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"(简称"香港子公司")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.)"(上述名称以当地注册机关核准为准)，本 次对外投资总金额不超过100万美元，资金来源为公司自有资金。 ...

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 ...

博睿数据公告，公司拟由香港子公司"博睿数据（香港）科技有限公司"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"，投资金额不超过100万美元。马来西亚孙公司设立后，将被纳入公 司合并报表范围内。此举旨在深化与客户的互信基础，构建更紧密的合作关系，符合公司整体发展战略 规划。 ...