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]

中国经济网北京7月7日讯博睿数据(688229.SH)昨晚发布关于集中竞价减持已回购股份计划公告。 博睿数据首次公开发行股票募集资金总额为7.31亿元，扣除发行费用后，募集资金净额为6.50亿元。博 睿数据最终募集资金净额较原计划多2.37亿元。博睿数据于2020年8月11日发布的招股说明书显示，该 公司计划募集资金4.13亿元，分别用于用户数字化体验产品升级建设项目、应用发现跟踪诊断产品升级 建设项目、研发中心建设项目、补充流动资金。 博睿数据首次公开发行股票的发行费用为8034.53万元，其中保荐机构兴业证券股份有限公司和联席主 承销商国泰君安证券股份有限公司获得保荐及承销费用6348.79万元。 博睿数据于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%)。截至公告披露日，公司尚未减持 前述股份。 | 股东名称 | 北京博客宏远数据科技股份有限公司回购专用账户 | | --- | --- | | 计划减持数量 | 不超过:444,000 股 | | 计划减持比例 | 不超过:1% | | ...

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]

Summary of the Conference Call for 博睿数据 Company Overview - 博睿数据 has evolved from a tool-based product to an integrated platform product, addressing data fragmentation issues through AI technology, which has improved application performance management since the launch of the 博睿万能平台 in 2023, leading to a gradual revenue recovery with passive products becoming a new growth driver [2][3] Core Industry Insights - The company applies AI technology in operational monitoring and observability, focusing on analyzing GPU and large model operation data, and enhancing IT operational efficiency through AI question-answering assistants and causal applications, particularly in the securities and banking sectors [2][5] Financial Projections - 博睿数据 projects a revenue of 170 million yuan in 2025, with an expected growth of 30%-40% in 2026, driven by mergers and acquisitions focusing on application security, big data, or database companies [4][14] Product Development - The company offers two versions of AI functionality: a basic version with simple AI capabilities at no extra charge, and a high-level version that includes causal analysis, which is currently used by several clients [6] - The 博睿 One overseas version was launched in March 2025, with subsidiaries established in Hong Kong and Singapore, marking the company's expansion into international markets [7] International Expansion Strategy - The international strategy is divided into three regions: Hong Kong and Macau, Central Asia, and Southeast Asia, with a focus on localizing products to meet market demands and increasing brand awareness [8] Collaborations and Partnerships - 博睿数据 has made significant progress in collaborations, particularly with Huawei Cloud and ByteDance, focusing on key clients in the software application and service sectors [9][13] Challenges and Market Positioning - Large enterprises prefer to collaborate with suppliers for commercial needs due to the complexity of technology stacks, which 博睿数据 is well-equipped to handle, offering compatibility with various programming languages [10][11][12] Future Development Plans - The company aims to enhance its unified platform's security monitoring capabilities and is developing a PaaS platform to support future SaaS applications [16][17] - New product features expected in the second half of 2025 include API capabilities, AI-related functionalities, and business intelligence improvements, aimed at enhancing user experience and operational efficiency [18][19][20] Conclusion - 博睿数据 is strategically positioned for growth through technological integration, international expansion, and a focus on AI capabilities, while addressing market demands and enhancing operational efficiencies across various sectors.

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 ...

Core Insights - The article highlights the evolution of observability technology from mere visibility to intelligent prediction and autonomous decision-making, emphasizing its importance in ensuring data ecosystem transparency and efficient business operations [1][15]. Group 1: Product Development and Features - Bonree Data officially launched the Bonree ONE 2025 Spring Edition, focusing on international expansion, cloud-native observability, AI model capabilities, and enhanced user experience [3]. - The new version supports a multilingual interface, allowing users to switch between Chinese and English, and features a redesigned navigation system for improved user interaction [5]. - The platform has been upgraded to fully support cloud-native environments, including compatibility with Prometheus on Kubernetes, enhancing data access, analysis, alerting, and visualization capabilities [9][11]. Group 2: Market Strategy and Deployment - Bonree ONE 2025 Spring Edition offers dual deployment modes (private and SaaS) to meet diverse international user needs, with a pricing strategy tailored for overseas markets, particularly in Southeast Asia and Central Asia [7]. - The company has established subsidiaries in Hong Kong and Singapore to strengthen its presence in high-potential markets [7]. Group 3: Technological Innovations - The new version enhances the value of data models and improves the overall observability and management experience, including features like unified event querying and automatic tagging capabilities [13]. - The integration of large model technology aims to improve complex operational issue resolution and root cause analysis, showcasing the company's commitment to leveraging advanced AI capabilities [15].

Group 1 - The company held its first meeting of the fourth board of directors, with 7 directors present, and the meeting was conducted in accordance with relevant regulations [1] - The board approved the revision of the "Rules of Procedure for the Nomination Committee" to align with the current governance structure [2] - The board approved the revision of the "Rules of Procedure for the Compensation and Assessment Committee" to ensure compatibility with the current governance structure [2] - The board approved the revision of the "Rules of Procedure for the Strategy Committee" to adapt to the current governance structure [2] - The board elected the members of the fourth board's specialized committees [3] Group 2 - The board unanimously elected Li Kai as the chairman of the fourth board of directors for a term of three years [3] - The board unanimously appointed Li Kai as the general manager for a term of three years [3] - The board approved the appointment of senior management personnel, including Meng Xidong as deputy general manager and secretary of the board, and Wang Hui as the financial director, each for a term of three years [5] - The board appointed Liang Binyu as the securities affairs representative for a term of three years [6]