证券代码：688229 证券简称：博睿数据 公告编号：2025-026 北京博睿宏远数据科技股份有限公司 股票交易异常波动的公告 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： 北京博睿宏远数据科技股份有限公司（以下简称"公司"）股票于 2025 年 7 月 10 日、2025 年 7 月 11 日、2025 年 7 月 14 日连续三个交易日内收盘价格 涨幅偏离值累计超过 30%。根据《上海证券交易所交易规则》《上海证券交易所 科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动。 经公司自查并书面询证公司控股股东及实际控制人，截至本公告披露日， 除在指定媒体上已公开披露的信息外，公司控股股东及实际控制人不存在关于本 公司的应披露而未披露的重大事项或重要信息。 公司股价短期波动幅度较大，敬请广大投资者注意二级市场交易风险， 理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票（股票代码：688229；股票简称：博睿数据）于 2025 年 7 月 10 日、2025 年 7 月 11 ...

Investment Rating - The report suggests a focus on leading domestic generative large model companies such as iFLYTEK, and highlights potential in AI hardware applications with recommendations for companies like Yingshi Network, Hongsoft Technology, and Hesai [2] Core Insights - The report emphasizes that the AI industry is currently in a relatively chaotic fundamental period, with some high-frequency data showing resilience, while investor expectations remain low. The willingness to use AI products is increasing, but payment capabilities are still limited, necessitating further breakthroughs in large models [11][12] - It identifies high-growth sectors for 2025, including AI computing power and lidar, while noting that AI applications are accelerating upward. Stable growth is expected in software outsourcing, financial IT, quantum computing, data elements, EDA, and overseas expansion [11][12] Summary by Sections Industry Perspective - The report discusses the launch of Tencent's 3D generative model Hunyuan3D-PolyGen, which can generate complex geometric models with thousands of faces, and highlights the advancements of Musk's Grok 4 model, which has shown significant improvements in training efficiency [11] - It notes that the computer industry is expected to perform better in the second half of the year due to base effects, new technology/product launches, and policy implementations [11] Subsector Insights - The report categorizes the computer industry into various subsectors with their respective growth outlooks: - High growth maintained: AI computing power, lidar - Accelerating growth: AI applications - Stable growth: Software outsourcing, financial IT, quantum computing, data elements, EDA, overseas expansion, and domestic innovation [10][12] - Turning points: Education IT, cybersecurity, enterprise services - Stabilizing: Smart transportation, government IT, security, construction real estate IT - Slightly pressured: Industrial software, medical IT [10][12] Market Performance Review - From July 7 to July 11, 2025, the computer industry index (Shenwan) rose by 3.22%, outperforming the CSI 300 index by 2.40 percentage points, ranking 6th among 31 Shenwan first-level industry indices [13] Upcoming Key Events - The report highlights upcoming events such as the second AI glasses industry innovation application summit and the 2025 World Artificial Intelligence Conference, suggesting that investors pay attention to related industry chain opportunities [25][26]

Group 1 - The closing price of Borui Data (688229) on July 11 was 60.20 yuan, reaching the daily limit with a trading volume of 2.39 billion yuan and a turnover rate of 9.49% [2] - The stock was listed on the daily trading list due to a price increase of 15% at the close [2] - The top five trading departments accounted for a total transaction amount of 81.32 million yuan, with a net buying amount of 24.13 million yuan [2][3] Group 2 - The main capital inflow for the stock on that day was 54.00 million yuan [3] - The largest buying department was Kaiyuan Securities, with a purchase amount of 15.65 million yuan, followed by Huajin Securities with 11.37 million yuan [3] - The largest selling department was Huazheng Securities, with a selling amount of 7.36 million yuan [3]

Group 1 - The stock of Bole Data increased by 19.99%, reaching the daily limit of 15% for price fluctuations, with notable selling from well-known speculators [1] - The top five buying institutions collectively purchased 52.72 million yuan, while the top five selling institutions sold 28.59 million yuan, resulting in a net purchase of 24.12 million yuan [1] - The largest buying institutions included Kaiyuan Securities with 15.65 million yuan, Huajin Securities with 11.37 million yuan, and Huaxin Securities with 9.66 million yuan [2] Group 2 - The largest selling institutions were Huaxin Securities with 7.36 million yuan, Guotai Junan Securities with 6.21 million yuan, and Guoxin Securities with 5.46 million yuan [2] - Other notable selling institutions included China Merchants Securities and JPMorgan Securities, with sales of 5.38 million yuan and 4.18 million yuan respectively [2]

证券代码：688229 证券简称：博睿数据 公告编号：2025-025 北京博睿宏远数据科技股份有限公司 关于集中竞价减持已回购股份计划公告 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）。截至本公告披露日，公司尚未减持前述股份。 减持计划的主要内容 自本公告披露之日起 15 个交易日后至 2025 年 10 月 27 日，通过集中竞价交 易方式，按市场价格减持不超过 444,000 股的已回购股份（占公司总股本的 1%）。 若此期间公司有送股、资本公积金转增股本等导致公司股本数量变动的情形，公 司 ...

Group 1 - The company plans to reduce its repurchased shares by up to 444,000 shares, representing 1% of the total share capital, through centralized bidding trading starting 15 trading days after the announcement until October 27, 2025 [1] - The company has repurchased a total of 722,500 shares from February 8, 2024, to May 6, 2024, accounting for 1.63% of the total share capital [1] - The proceeds from the share reduction will be used to supplement the company's working capital for daily operations [1] Group 2 - The share reduction plan complies with the Shanghai Stock Exchange's self-regulatory guidelines and the repurchase report disclosed on February 8, 2024 [1] - The planned reduction will not lead to any changes in the company's control or its shareholding structure [1]

博睿数据 20260626 摘要 博睿数据经历了从工具型产品到一体化平台产品的演进，通过整合 AI 技 术，解决了数据割裂问题，提高了应用性能管理效果，自 2023 年推出 博睿万能平台后，收入逐渐回升，被动式产品成为增长新动力。 博睿数据将 AI 技术应用于运维监控和可观测性，包括分析 GPU 及大模 型运行数据，以及通过 AI 问答助手、生成类应用和因果类应用提高 IT 运维效率，目前在证券、银行等行业探索 AI 方案落地。 博睿数据在 AI 功能方面提供基础版和高阶版，基础版包含简单的 AI 能 力，不另行收费；高阶版包括因果分析定位，已有客户使用，并计划在 2025 年 9 月或 10 月发布的新版本中推出更多经典场景及实践问题。 博睿数据于 2025 年 3 月正式推出博睿 One 海外版，并在香港、新加坡 建立子公司和孙公司，标志着公司进一步拓展国际市场，为全球客户提 供服务。 博睿数据的出海战略分为港澳、中亚和东南亚三个区域，其中东南亚市 场旨在与国际顶尖厂商竞争，通过差异化策略满足本土化需求，提高品 牌知名度和产品本土化适应性。 Q&A 博睿数据的发展历程和产品战略是怎样的？ 博睿数据成立于 ...

Core Viewpoint - The company, Beijing Bonree Macro Data Technology Co., Ltd., reported a revenue of 141 million yuan in 2024, a year-on-year increase of 16.42%, but a net profit loss of 115 million yuan, a decrease of 8.02% compared to the previous year. The company has faced continuous losses since its listing in 2020, with revenue consistently below 150 million yuan and an increasing trend in losses [1][2]. Group 1: Financial Performance - In 2024, the company achieved a revenue of 141 million yuan, up 16.42% year-on-year, but recorded a net profit loss of 115 million yuan, down 8.02% year-on-year [1]. - Since its listing in 2020, the company's revenue has remained below 150 million yuan, and it has been operating at a loss since 2021, with losses expanding over time [1][2]. - The concentration of sales to the top five customers has been decreasing, with the sales amount to the top five customers in 2020 being 28.203 million yuan, accounting for 20.06% of total sales [1]. Group 2: Customer and Revenue Analysis - The company categorized its main business into monitoring services, software sales, technical development services, and system integration, with a total revenue of 140.525 million yuan from 2022 to 2024 [2]. - The revenue from the internet and software information industry showed a compound annual growth rate (CAGR) of 48.72% from 2022 to 2024, driven by the launch of the Bonree ONE product [2][3]. - The financial industry revenue increased from 542.05 million yuan in 2022 to 2,048.44 million yuan in 2024, with a CAGR of 94.40%, attributed to the expansion of financial industry clients [2][3]. Group 3: Market and Competitive Landscape - The APMO market in China is projected to reach 3.41 billion yuan in 2024, with a total market size for IT infrastructure management and application performance management estimated at 2.62 billion yuan, reflecting a year-on-year growth of 2.8% [4][5]. - The company identified three development stages for its products: proactive product introduction, passive tool exploration, and passive platform transformation, with the current focus on the latter [6][7]. - The company is experiencing a transitional phase where the demand for IT operations products is diversifying, particularly in the financial and manufacturing sectors, which are expected to drive future growth [6][7]. Group 4: Customer Acquisition and Strategy - The company has made significant strides in customer acquisition, with 12 new banking clients, 9 manufacturing clients, and 4 insurance clients in 2024, indicating improved penetration in key industries [3]. - The average contract amount has increased from 387,100 yuan in 2022 to 555,500 yuan in 2024, with a CAGR of 19.79%, reflecting a growing demand for the company's products [8]. - The company plans to implement a distribution model to further drive revenue growth and leverage its cloud ecosystem for stable income growth [8].

关于北京博睿宏远数据科技股份有限公司 2024 年年度报告的信息披露监管问询函 专项回复 v 目录 | 问题 1 关于经营业绩 | | --- | | 问题 2 关于费用和现金流出 23 | | 间题 3 关于公司业绩季节性特征 35 | | 问题 4 关于长期股权投资 . | | 问题 6 递延所得税资产 | 立信会计师事务所(特殊普通合伙) 一- BDO CHINA SHU LUN PAN CERTIFIED PUBLIC ACCOU 于北京博睿宏远数据科技股份有限公司 PUBLIC ACCOUNTANTS LLP 2024 年年度报告的信息披露监管问询函 专项同复 信会师函字[2025]第 ZB074 号 上海证券交易所科创板公司管理部: 我们于近目收到北京博睿宏远数据科技股份有限公司(以下简称"博睿数据" 或"公司")转发的贵部《关于北京博睿宏远数据科技股份有限公司 2024年年度 报告的信息披露监管问询函》(以下简称"问询函")。根据问询函要求,我们对 其中提及与年审会计师相关的问题进行了逐项落实,现将有关情况做出专项回复。 说明 1:以下金额单位若未特别注明,均为人民币万元。 说明 2;除特别说明 ...

证券代码：688229 证券简称：博睿数据 公告编号：2025-024 北京博睿宏远数据科技股份有限公司 关于上海证券交易所《关于北京博睿宏远数据科技股份有限公 司2024年年度报告的信息披露监管问询函》的回复公告 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。 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"）于2025年5月 27日收到上海证券交易所下发的《关于北京博睿宏远数据科技股份有限公司2024年年度报告的 信息披露监管问询函》（上证科创公函【2025】0175号，以下简称"《问询函》"）。根据《问 询函》的要求，现就有关情况回复公告如下： 问题 1：关于经营业绩 年报显示，公司主营业务属于应用性能管理及可观测性（APMO）行业。2024 年，公司 实现营业收入 1.41 亿元，同比增长 16.42%；实现归母净利润-1.15 亿元，同比减少 8.02%。 公司营业收入自 2020 年上市以来持续低于 1.5 亿元，自 2021 年以来持续亏损且金额持续扩 大。公司上市以来前五名客户销售集中度呈下 ...