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：2025-042 北京博睿宏远数据科技股份有限公司 关于持股5%以上股东权益变动触及1%刻度暨减持股份结果公告 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： ● 大股东及董事持有的基本情况 2025年11月7日，孟曦东先生通过大宗交易方式减持公司股份880,000股，占公司总股本1.98%。本次权 益变动后，孟曦东先生及其一致行动人持有的公司股份数量由5,916,610股减少至5,036,610股，占公司总 股本的比例由13.33%减少至11.34%，权益变动触及1%刻度。 ■ 本次减持计划实施前，北京博睿宏远数据科技股份有限公司（以下简称"公司"）持股5%以上股东、董 事、副总经理、董事会秘书、核心技术人员孟曦东先生直接持有公司股份4,706,610股，占公司总股本的 10.60%。 上海元亨利汇咨询管理中心（有限合伙）（以下简称"元亨利汇"）为孟曦东先生的一致行动人。本次减 持计划实施前，元 ...

Core Viewpoint - A significant block trade occurred for Beijing Borui Data Technology Co., Ltd. on November 7, with a transaction volume of 880,000 shares at a price of 47.84 yuan, representing an 18.01% discount compared to the closing price of 58.35 yuan on the same day [2] Group 1: Block Trade Details - The block trade involved a total volume of 880,000 shares and a transaction amount of 42.0992 million yuan [2] - The buying brokerage was Hu Long Securities Co., Ltd., Shanghai Daduhe Road Securities Branch, while the selling brokerage was Industrial Securities Co., Ltd., Shanghai Jinling East Road Securities Branch [2] - The transaction price of 47.84 yuan was significantly lower than the closing price, indicating a notable discount [2] Group 2: Stock Performance - On the day of the block trade, Borui Data's stock closed at 58.35 yuan, reflecting a 1.23% increase with a turnover rate of 5.15% and a total trading volume of 138 million yuan [2] - The net inflow of main funds for the day was 18.6311 million yuan, while the stock experienced a cumulative decline of 1.34% over the past five days, with a total net inflow of 24.3386 million yuan [2] Group 3: Margin Trading Data - The latest margin financing balance for Borui Data was 93.8084 million yuan, showing a decrease of 1.3728 million yuan over the past five days, which is a decline of 1.44% [2] Group 4: Company Background - Beijing Borui Data Technology Co., Ltd. was established on February 29, 2008, with a registered capital of 44.4 million yuan [2]

Core Insights - The stock of Borui Data increased by 1.23% on November 7, closing at 58.35 yuan, with a significant block trade involving 880,000 shares and a total transaction value of 42.0992 million yuan [1] Trading Activity - A block trade occurred at a price of 47.84 yuan for 880,000 shares, resulting in a transaction value of 42.0992 million yuan, with a premium rate of -18.01% [1] - The buyer was Hu Long Securities Co., Ltd., and the seller was Industrial Securities Co., Ltd. [1] - Over the past three months, the stock has seen one block trade with a total transaction value of 42.0992 million yuan [1] Stock Performance - In the last five trading days, the stock has declined by 1.34%, while the net inflow of main funds totaled 26.6367 million yuan [1]

Core Points - The company, 博睿数据 (688229.SH), announced that Mr. 孟曦东 has reduced his shareholding in the company through block trading and centralized bidding [1] - Mr. 孟曦东 sold a total of 1 million shares, representing 2.25% of the company's total share capital, and now holds 3.7066 million shares, which is 8.35% of the total [1] - The reduction in shareholding was completed on November 7, 2025, with a specific decrease of 880,000 shares through block trading and 120,000 shares through centralized bidding [1] Summary by Category Shareholding Changes - Mr. 孟曦东 reduced his shareholding by 1.98% through block trading and 0.27% through centralized bidding, totaling 2.25% [1] - Post-reduction, Mr. 孟曦东 and his concerted parties hold 5.0366 million shares, down from 5.9166 million shares, decreasing their ownership percentage from 13.33% to 11.34% [1] Transaction Details - The share reduction was executed via two methods: 880,000 shares through block trading and 120,000 shares through centralized bidding [1] - The completion of the share reduction plan was confirmed on the same day as the announcement [1]

证券代码：688229 证券简称：博睿数据 公告编号：2025-042 北京博睿宏远数据科技股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度暨减 持股份结果公告 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： 大股东及董事持有的基本情况 本次减持计划实施前，北京博睿宏远数据科技股份有限公司（以下简称"公 司"）持股 5%以上股东、董事、副总经理、董事会秘书、核心技术人员孟曦东先 生直接持有公司股份 4,706,610 股，占公司总股本的 10.60%。 上海元亨利汇咨询管理中心（有限合伙）（以下简称"元亨利汇"）为孟曦东 先生的一致行动人。本次减持计划实施前，元亨利汇持有公司股份 1,650,000 股，占公司总股本的比例为 3.72%，孟曦东先生与其一致行动人合计持有公司股 份 6,356,610 股，占公司总股本的比例为 14.32%。 上述股份均为无限售流通股且来源于公司首次公开发行前取得的股份。 减持计划的实施结果情况 2025 年 9 月 13 日，公司在上海证券交易所网站（ ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative price increase of over 20% compared to the benchmark index within the next six months [8][14]. Core Insights - The company is actively pursuing cost reduction and efficiency improvement strategies, with a global launch of the new product Bonree ONE Autumn Edition focused on AI integration and enhanced observability capabilities [5][6]. - For the first three quarters of 2025, the company reported revenue of 101 million yuan, a year-on-year decrease of 3.92%, while total profit reached -42 million yuan, an increase of 34.34% year-on-year [5][6]. - The company experienced a significant decline in revenue in Q3 2025, with a 19.75% drop compared to the same period last year, primarily due to certain contracts not meeting revenue recognition criteria [5][6]. Financial Performance Summary - The company’s revenue projections for 2025-2027 are estimated at 173 million, 235 million, and 302 million yuan, reflecting year-on-year growth rates of 22.78%, 36.11%, and 28.54% respectively [8][10]. - The forecasted net profit for the same period is expected to be -30.21 million, 15.72 million, and 62.05 million yuan, with significant year-on-year growth rates of 73.77%, 152.02%, and 294.79% respectively [8][10]. - The company’s earnings per share (EPS) is projected to improve from -0.68 yuan in 2025 to 1.40 yuan in 2027 [10][11].

企服行业形势艰难，博睿高管自掏腰包打单 近两年，经济大环境艰难，不少企服公司都在艰难求生。 去年，头部运维上市公司博睿数据就以"高管自掏腰包补贴客户"的方式拿下了一个大客户。 这家客户有万人规模，去年6月发布了一款IT运维产品的招标公告，计划9月完成产品上线。招标公告发布 后，一大堆运维厂商都跑过来报名。 这个项目原本预算是500万，为了拿下订单，博睿直接砍半，给出了240多万元的报价，成功中标。 中标后需到客户处测试功能，测试通过才能正式拿到中标通知书。在测试现场，双方就产品性能和价格出 现一些争议。 拖延约两个月后，博睿出动几名高管找到客户高层开会。会上，客户项目负责人表示："我们日志查询量 和日数据量极大，但你们没有存储聚合相关产品，根本承接不住。" 博睿高管回应道，可通过存储转发实现。见客户还是不表态，一位博睿高管直接表示，你们数据量大，我 个人掏几百万买存储硬件，放你们服务器里，免费给你们用。 此言一出语惊四座，参会人面面相觑，知道博睿是铁了心要拿下这个项目。最后的结果也不出所料。 Anthropic一则公告，或将影响AWS中国一项数亿美元业务 今年9月初，全球知名AI公司Anthropic宣布禁止 ...

证券代码：688229 证券简称：博睿数据 公告编号：2025-041 北京博睿宏远数据科技股份有限公司 关于持股 5%以上股东及其一致行动人权益变动 触及 1%刻度的提示性公告 本公司董事会、全体董事及相关股东保证向本公司提供的信息真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 冯云彪先生本次权益变动情况 | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 11.41% | | | | 权益变动后合计比例 | 10.57% | | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是□ | 否☑ | | | 是否触发强制要约收购义务 | 是□ | 否☑ | | 注：本公告中所有比例数据如有差异，系按照四舍五入保留两位小数所致。 孟曦东先生及其一致行动人本次权益变动情况 | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 14.32% | | ...

Core Viewpoint - The company, 博睿数据 (688229.SH), has reported significant share reductions by key shareholders, indicating potential shifts in ownership dynamics and investor sentiment [1] Shareholder Actions - Mr. 冯云彪 has reduced his shareholding by 370,000 shares, representing 0.83% of the total share capital, decreasing his direct holdings from 5.0643 million shares to 4.6943 million shares, which lowers his ownership percentage from 11.41% to 10.57% [1] - Mr. 孟曦东 and his concerted party, 元亨利汇, have collectively reduced their holdings by 440,000 shares, accounting for 0.99% of the total share capital, resulting in a decrease in their ownership from 14.32% to 13.33% [1]

Core Points - Major shareholders Feng Yunbiao and Meng Xidong have reduced their stakes in the company through centralized bidding transactions, with Feng reducing his holdings by 369,988 shares, representing 0.83% of the total share capital, decreasing his ownership from 11.41% to 10.57% [1] - Meng Xidong and his concerted action party, Yuanheng Lihui, have collectively reduced their holdings by 0.99% of the total share capital, lowering their ownership from 14.32% to 13.33% [1] - The changes in equity are part of a planned reduction and do not trigger a mandatory takeover bid, nor do they affect the company's control [1] - Both shareholders have not completed their reduction plans yet [1]