证券代码：688692 证券简称：达梦数据 公告编号：2025-047 武汉达梦数据库股份有限公司（以下简称"公司"）将于 2025 年 10 月 28 日在上海证券交易所网站（www.sse.com.cn）披露《2025 年第三季度报告》。 为便于广大投资者更加全面深入地了解公司经营业绩、发展战略等情况，公司定 于 2025 年 10 月 30 日（星期四）9:30-10:30 在"价值在线"（www.ir-online.cn） 举办公司 2025 年第三季度业绩说明会，与投资者进行沟通和交流，广泛听取投 资者的意见和建议。 会议召开时间：2025 年 10 月 30 日（星期四）9:30-10:30 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络文字互动方式 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 10 月 30 日 前 访 问 网 址 https://eseb.cn/1srGRVZkohO 或使用微信扫描下方小程序码进行会前提 问，公司将通过本次业绩说明会，在信息披露允许范围内就投资者普遍 关注的问题进行回答。 武汉达梦数据库股份有限公司 关于召开2 ...

从参与大宗交易的营业部看，买方或卖方营业部为机构的成交共有5笔，涉及3只股，机构买入金额居前 的为佰维存储、宏华数科等，买入金额分别为4698.00万元、989.86万元，机构卖出金额居前的有迪哲医 药等，卖出金额分别为435.32万元。 资金流向方面，今日发生大宗交易的科创板股中，有4股获主力资金净流入，净流入资金居前的有德科 立、迪哲医药、佰维存储等，净流入资金为8213.61万元、2525.36万元、635.66万元，净流出资金居前 的有华特气体、宏华数科、莱尔科技等，净流出资金为1476.63万元、573.61万元、281.36万元。（数据 宝） 9只科创板股大宗交易平台今日发生交易，合计成交1.65亿元。 证券时报·数据宝统计显示，10月20日共有9只科创板股发生大宗交易，合计成交23笔，累计成交量 241.56万股，成交额合计1.65亿元。 统计显示，成交金额最多的是佰维存储，共有3笔大宗交易，合计成交量为53.60万股，成交金额合计 5036.26万元；其次是宏华数科、达梦数据，今日大宗交易金额分别为4373.11万元、1880.32万元。 折溢价情况来看，今日出现大宗交易的科创板股中，大宗交易 ...

| Ph 212"s with a dollar 11 list 1 high | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | | 卖出营业部 | 是否为专场 | | 025-10-20 | 达梦数据 | 688692 | 194.65 | 1880.32 | 9.66 公司正经常公益盛 | 蛋白菜茶花花花花 | | Ka | 10月20日，达梦数据大宗交易成交9.66万股，成交额1880.32万元，占当日总成交额的8.36%，成交价 194.65元，较市场收盘价245.6元折价20.75%。 ...

Investment Rating - The report maintains a "Buy" rating for the computer industry in China, indicating a positive outlook for the sector [6]. Core Insights - The U.S. plans to impose export controls on "critical software," which includes both foundational and industrial software, highlighting its strategic importance in the ongoing U.S.-China technological competition [9]. - The domestic market for industrial design software is expected to accelerate its localization process due to potential U.S. export restrictions, with significant growth opportunities identified in this area [3][9]. - The report emphasizes that while industrial design software has a low localization rate, the industrial control systems have a relatively higher domestic market share, particularly in DCS systems [9]. Summary by Sections Investment Recommendations and Targets - The report suggests that if the U.S. imposes export controls on foundational software, it will significantly boost the localization of industrial and foundational software. Key investment targets include: - Industrial Software: Zhongwang Software (688083, Buy), Huada Jiutian (301269, Buy), and others [3]. - Foundational Software: Dameng Data (688692, Not Rated), Dongtu Technology (300353, Not Rated), and others [3]. Industry Overview - The report discusses the strategic significance of critical software, which includes operating systems and databases, and notes that the domestic market share for PC operating systems has reached 20-25%, while server operating systems are at 40-50% [9]. - The report highlights that the localization rate for industrial operating systems is still low, at around 10-15%, but is expected to improve as domestic products gain traction [9].

Investment Rating - The report maintains a positive outlook for the computer industry, expecting a continued "scissor difference" in Q3 2025, indicating structural growth despite varying performance among companies [3][4][11]. Core Insights - The report predicts that 22% of the tracked companies will see net profit growth exceeding 50%, with notable performers including 深信服 (1528%), 卡莱特 (998%), and 新国都 (235%) [4][5]. - The report highlights a trend of cost reduction through layoffs and non-essential cost cuts, leading to improved efficiency and profitability across the industry [3][4]. - The report identifies key investment targets in various segments, including AIGC, digital economy leaders, and data innovation [3][4]. Summary by Sections Q3 2025 Performance Forecast - Among 54 tracked companies, 11 are expected to exceed 50% profit growth, while 9 will see growth between 30%-50% [4][5]. - 36% of companies are projected to have growth between 0%-30%, and 22% are expected to experience a decline [5][6]. Key Company Performances - 深信服 is projected to achieve a staggering 1528% profit growth, while 卡莱特 is expected to see 998% growth [4][5]. - Companies like 海康威视 and 金山办公 are expected to maintain stable growth rates of around 9% and 15%, respectively [8][10]. - 联想集团 is forecasted to face a significant decline of 99% in profit, indicating challenges in its operational strategy [6][10]. Investment Targets - The report categorizes investment targets into four segments: AIGC, digital economy leaders, data innovation, and AIGC computing power [3][4]. - Notable companies in the AIGC segment include 金山办公 and 道通科技, while 海光信息 and 软通动力 are highlighted in the data innovation category [3][4].

9月29日，达梦数据大宗交易成交20万股，成交额4160万元，占当日总成交额的9.34%，成交价208元，较市场收盘价254.33元折价18.22%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-29 | 达梦数据 | 688692 | 208 | 3931.2 18.9 | 发证券股份有限 | 发证券股份有限 公司商石化湖大1 | | | 2025-09-29 | 达梦数据 | 688692 | 208 | 228.8 1.1 | 友让夺股份有限 | 广发证券股份有限 | | ...

证券代码：688692 证券简称：达梦数据 公告编号：2025-046 武汉达梦数据库股份有限公司 2025年半年度权益分派实施公告 本公司董事会及全体董事保证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： 每股现金红利0.6元 相关日期 二、 分配方案 1. 发放年度：2025年半年度 2. 分派对象： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/10/14 | 2025/10/15 | 2025/10/15 | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 9 月 12 日的2025年第四次临时股东会审议通 过。 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本113,240,000股为基数，每股派发现 是否涉及差异化分红送转：否 每股分配比例 金红利0.6元（含税），共计派发现金红利6 ...

Group 1 - On September 26, Dameng Data executed a block trade of 200,000 shares, with a transaction amount of 43.8 million yuan, accounting for 6.94% of the total trading volume for that day [1] - The transaction price was 219 yuan, which represents a discount of 14.62% compared to the market closing price of 256.5 yuan [1]

Summary of Key Points Group 1: Market Activity - A total of 21 stocks on the Sci-Tech Innovation Board experienced block trading on September 25, with a cumulative transaction amount of 352 million yuan [1] - The highest transaction amount was for Dameng Data, with a volume of 200,000 shares and a transaction value of 43 million yuan [1] - The average price of block trades for the stocks involved showed significant discounts compared to their closing prices, with Dameng Data at a discount rate of 20.37% [1][2] Group 2: Institutional Participation - Among the block trades, 16 transactions involved institutional buyers or sellers, with the highest buying amounts for Haiguang Information, Artis, and Rongzhi Rixin, totaling 39.26 million yuan, 11.39 million yuan, and 10.04 million yuan respectively [2] - Ten stocks saw net inflows of funds, with the highest net inflows for Artis, Haiguang Information, and Haitan Ruisheng, amounting to 225 million yuan, 211 million yuan, and 43.69 million yuan respectively [2] Group 3: Stock Performance - The Sci-Tech 50 Index rose by 1.24% on the same day, with 237 stocks (40.24%) on the Sci-Tech Innovation Board experiencing price increases [1] - Among the stocks involved in block trading, the average increase was 0.43%, with the highest gains seen in Fuzhi Environmental, Yaxin Security, and Haitan Ruisheng, with increases of 5.20%, 4.50%, and 3.65% respectively [1][2]

Company Overview - Full Name: Wuhan Dameng Database Co., Ltd [1] - Abbreviation: Dameng Data [1] - Stock Code: 688692.SH [1] - IPO Application Date: June 29, 2022 [1] - Listing Date: June 12, 2024 [1] - Listing Board: Shanghai Stock Exchange Sci-Tech Innovation Board [1] - Industry: Software and Information Technology Services [1] - IPO Sponsoring Institution: China Merchants Securities [1] - IPO Underwriters: China Merchants Securities, Huaying Securities [1] - IPO Legal Advisor: Beijing Zhonglun Law Firm [1] - IPO Audit Institution: Zhongtianyun Accounting Firm (Special General Partnership) [1] Disclosure and Evaluation - Disclosure Issues: Required to enhance specificity and accuracy in risk factors and major disclosures [2][9] - Regulatory Penalties: No penalties imposed [2] - Public Supervision: No deductions [2] - Listing Cycle: 714 days, exceeding the average of 629.45 days for 2024 A-share listings [2] - Multiple Applications: Not applicable, no deductions [3] Financial Metrics - Issuance Costs: Underwriting and sponsorship fees amounted to 51.4785 million yuan, with a commission rate of 3.12%, lower than the average of 7.71% [3] - Initial Listing Performance: Stock price increased by 176.91% on the first day of listing [4] - Three-Month Performance: Stock price increased by 187.48% within three months post-listing [5] - Issuance Price-Earnings Ratio: 24.09 times, which is 52.23% of the industry average of 46.12 times [6] - Actual Fundraising: Expected to raise 2.428 billion yuan, but actual fundraising was 1.652 billion yuan, a decrease of 31.94% [7] Short-Term Performance - Revenue Growth: 31.49% year-on-year increase in revenue for 2024 [8] - Net Profit Growth: 22.22% year-on-year increase in net profit attributable to shareholders [8] - Non-recurring Net Profit Growth: 24.14% year-on-year increase in non-recurring net profit attributable to shareholders [8] - Subscription Rate: Abandonment rate of 0.43% [9] Overall Evaluation - Total Score: 83.5 points, classified as B-level [9] - Negative Factors: Disclosure quality needs improvement, lengthy listing cycle, significant reduction in actual fundraising, and abandonment rate of 0.43% [9]