证券代码：603138 证券简称：海量数据 公告编号：2026-001 北京海量数据技术股份有限公司 2025 年年度业绩预亏公告 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、准确性和完整性承担法律责任。 （二）业绩预告情况 1、经财务部门初步测算，公司预计 2025 年度实现归属于上市公司股东的净 利润为-6,000 万元至-4,000 万元。 重要内容提示： 本期业绩预告适用于净利润为负值的情形。 北京海量数据技术股份有限公司（以下简称"公司"或"海量数据"） 预计 2025 年度实现归属于上市公司股东的净利润为-6,000 万元至-4,000 万元， 预计 2025 年度实现归属于上市公司股东的扣除非经常性损益的净利润为-6,800 万元至-4,800 万元。 一、 本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 公司不存在影响本次业绩预告内容准确性的重大不确定因素，注册会计师未 对公司本期业绩预告是否适当和审慎出具专项说明。 2、公司预计 2025 年度实现归属于上市公司股东的扣除非经常 ...

Core Viewpoint - The company expects a net loss attributable to shareholders of 60 million to 40 million yuan for the fiscal year 2025, with a net loss excluding non-recurring items projected between 68 million and 48 million yuan [1] Group 1: Financial Performance - The company has experienced significant revenue growth due to the ongoing trend of domestic software and hardware replacement, particularly in the database sector [1] - The core business, which focuses on self-developed database products, has shown remarkable growth, contributing positively to overall revenue [1] - Despite revenue growth, the high levels of investment in research and development and market strategies have resulted in continued net losses, although these losses have decreased compared to the same period last year [1] Group 2: Product and Market Position - The company's flagship product, Vastbase, aligns with the characteristics of high-tech, high-efficiency, and high-quality new productivity [1] - Vastbase has been recognized twice in the national catalog of secure and reliable centralized database testing products, enhancing its credibility in the market [1]

工业互联网平台是海量数据（603138）汇聚、模型沉淀和应用开发的关键载体。为推动工业互联网平台 高质量发展，工业和信息化部近期连续出台政策，于1月6日发布《工业互联网和人工智能融合赋能行动 方案》，于1月13日发布《推动工业互联网平台高质量发展行动方案（2026—2028年）》（以下简称 《行动方案》）。 我国在工业互联网平台建设方面，已经具有一定规模。工业和信息化部党组书记、部长李乐成近期表 示，目前，我国已累计建成7000余家先进级、500余家卓越级智能工厂。工业互联网应用实现41个工业 大类全覆盖，全国5G工厂超过8000家，重点工业互联网平台设备连接数超过1亿台（套）。2025年我国 工业互联网核心产业规模预计超1.6万亿元，带动工业增加值增长约2.5万亿元，具有全球领先水平的百 家5G工厂平均运营成本降低19%。 为推动工业互联网平台发展，此次《行动方案》在准确把握高质量发展内涵要求的基础上，提出了四方 面创新举措，概括为四个"行动"：一是平台培育培优行动；二是平台聚"数"提"智"行动；三是平台规模 化应用行动；四是平台生态支撑行动。 郑磊认为，《行动方案》从深化典型场景应用、增强企业应用质效到创 ...

Core Viewpoint - The recent policies from the Ministry of Industry and Information Technology aim to promote the high-quality development of industrial internet platforms, which are crucial for the integration of new technologies with manufacturing, enhancing digitalization, networking, and intelligence across the entire industrial chain [1][2]. Group 1: Policy Objectives and Goals - By 2028, the goal is to have over 450 influential industrial internet platforms, with a resource connection capability significantly enhanced, and the number of connected industrial devices exceeding 120 million [1]. - The platform penetration rate is expected to reach over 55%, establishing a new generation of industrial internet platform ecosystem characterized by ubiquitous connectivity, intelligent integration, deep collaboration, and open-source development [1]. Group 2: Current State and Future Projections - As of now, China has built over 7,000 advanced and over 500 excellent smart factories, with industrial internet applications covering all 41 major industrial categories [2]. - The core industry scale of the industrial internet is projected to exceed 1.6 trillion yuan by 2025, driving an increase in industrial added value of approximately 2.5 trillion yuan [2]. Group 3: Action Plans and Innovations - The action plan includes four key initiatives: platform cultivation, data intelligence enhancement, large-scale application, and ecosystem support [3]. - The plan emphasizes deepening typical application scenarios and encouraging large enterprises to enhance platform applications, thereby improving cross-departmental and cross-regional collaboration [3][4]. Group 4: Importance for Enterprises - Large enterprises can leverage industrial internet platforms to break down information barriers and achieve real-time data sharing, which is crucial for enhancing efficiency and competitiveness across complex organizational structures [4]. - For small and medium-sized enterprises, utilizing platform resources and equipment upgrades is vital for improving competitiveness, as they often face financial and technical constraints [4].

Group 1 - The provincial government emphasizes the integration of artificial intelligence with healthcare to meet the growing health service demands of the public [1] - The healthcare insurance information system is highlighted for its vast data capacity, which enhances service efficiency and ensures the safety of insurance funds [1] - The government aims to strengthen insurance fund supervision using AI technology to create a closed-loop system for risk prevention and control [1] Group 2 - The focus is on exploring AI-assisted medical classification standards and accelerating the development of intelligent systems for innovative applications [2] - Collaboration among industry, academia, and healthcare is encouraged to enhance the integration of AI with medical practices and improve the AI literacy of healthcare professionals [2] - The provincial government supports the growth of companies specializing in medical AI technologies, aiming to establish a stronghold for AI industry development in the region [2]

Group 1 - The core viewpoint of the article emphasizes the implementation of a high-quality development plan for digital finance in the banking and insurance sectors, focusing on advancing digital infrastructure [1] Group 2 - The plan encourages large financial institutions to progressively layout and accelerate the construction of multi-level, multi-location data centers that are suitable for online business, massive data storage, and distributed computing [1] - It highlights the importance of forward-looking deployment of intelligent computing network facilities, prioritizing the establishment of these at national hub nodes in the "East Data West Computing" project [1] - The initiative promotes the construction of green data centers and aims to continuously increase the proportion of green electricity usage [1] - It advocates for cloud-based management of infrastructure and the utilization of new-generation mobile communication technologies and the Internet of Things to establish secure external connections [1] - The plan aims to build a new generation of operational maintenance systems that adapt to distributed architecture and digital transformation, while also improving the management mechanisms for infrastructure security applications [1]

Core Insights - The article emphasizes the critical role of mechanical hard drives (HDD) in the era of AI, highlighting their importance in data storage despite the rise of solid-state drives (SSD) [1][7] - Toshiba's unique approach in establishing a nearline HDD production line in China is noted as a significant strategy to meet the growing demand for large-capacity storage solutions [2][17] - The collaboration between Toshiba and SAE (New Science Electronics) is highlighted as a key factor in enhancing manufacturing efficiency and responsiveness to market needs [3][12] Group 1: Industry Trends - The demand for low-cost, high-reliability storage solutions is experiencing exponential growth in China due to the expansion of cloud computing and AI industries [1] - HDDs are still the mainstream storage product in enterprise scenarios due to their cost advantages and durability, especially in handling large-scale data [7] - The introduction of new technologies, such as the 12-disk stacking technology, aims to significantly increase HDD capacities, with plans for 40TB+ drives in the future [8][21] Group 2: Company Strategies - Toshiba's strategy focuses on leveraging local manufacturing advantages in China to better serve domestic customers, enhancing supply chain efficiency [17][18] - The partnership with SAE allows for a unique "door-to-door" collaboration, facilitating rapid response to market demands and integrating core component production with HDD assembly [3][12] - Toshiba aims to maintain its core value in supporting big data and AI development by continuing to invest in large-capacity technology and reducing total cost of ownership (TCO) for users [7][20] Group 3: Future Outlook - By 2025, Toshiba anticipates significant growth in the Chinese storage market, with a focus on synchronizing and interacting closely with customers to meet their evolving needs [23] - The company plans to introduce HDDs with capacities exceeding 30TB and potentially reaching 50TB based on new recording technologies [21][23] - SAE is positioned to play a crucial role in Toshiba's global production strategy, supporting local data center customers and enhancing overall market share [24]

证券代码：603138 证券简称：海量数据 公告编号：2025-074 公司于 2025 年 10 月 24 日以部分闲置募集资金向中国光大银行股份有限公 司购买银行结构性存款。该笔理财产品已到期，公司如期赎回本金人民币 8,800 万元，获得理财收益合计人民币 230,755.56 元，具体赎回情况如下： 北京海量数据技术股份有限公司 使用部分闲置募集资金进行现金管理到期赎回的公告 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、准确性和完整性承担法律责任。 北京海量数据技术股份有限公司（以下简称"公司"）于 2024 年 4 月 17 日 召开第四届董事会第八次会议审议通过了《使用部分闲置募集资金进行现金管理 的议案》。同意公司使用额度不超过人民币 24,000 万元的闲置募集资金购买安全 性高、流动性好、具有合法经营资格的金融机构销售的大额存单、结构性存款等 保本型产品，在上述额度范围内资金可滚动使用，使用期限自董事会审议通过之 日起十二个月内有效。 公司又于 2025 年 4 月 16 日召开第四届董事会第十二次会议审议通过了《使 用部分闲置募集资 ...

Core Viewpoint - The company, Beijing Haoliang Data Technology Co., Ltd. (603138.SH), announced a share reduction plan by a senior executive due to personal financial needs, which has been completed as of December 18, 2025 [1] Group 1 - The executive, Mr. Qu Huqiang, plans to reduce his holdings by a maximum of 25,000 shares, representing approximately 0.0085% of the company's total shares [1] - The reduction will be executed through centralized bidding, with the selling price determined by the market price at the time of the sale [1] - As of December 18, 2025, the share reduction plan has been fully implemented [1]

减持计划的实施结果情况 公司于 2025 年 11 月 6 日披露了《北京海量数据技术股份有限公司董事、高 级管理人员减持股份计划公告》（公告编号：2025-071），屈惠强先生因个人资 金需求，拟通过集中竞价方式减持其所持有的公司股份合计不超过 25,000 股， 约占公司股份总数的 0.0085%，占其直接持有股份总数的 25%，减持价格根据减 持时的市场价格确定。截至 2025 年 12 月 18 日，屈惠强先生本次减持计划已实 施完毕。 证券代码：603138 证券简称：海量数据 公告编号：2025-073 北京海量数据技术股份有限公司 董事、高级管理人员集中竞价减持股份结果公告 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、准确性和完整性承担法律责任。 重要内容提示： 董事、高级管理人员持股的基本情况 本次股份减持计划实施前，北京海量数据技术股份有限公司（以下简称"公 司"）董事、高级管理人员屈惠强先生持有公司股份 100,000 股，占公司当前总 股本的 0.0340%；本次减持计划实施完成后，截至本次公告披露日，屈惠强先生 持有公 ...