9月2日，高伟达跌5.05%，截至发稿，报26.68元/股，成交31.75亿元，换手率25.90%，总市值118.39亿 元。 资料显示，高伟达软件股份有限公司位于北京市朝阳区霄云路28号院2号楼国樽赢地中心A座E层，成立 日期2003年4月11日，上市日期2015年5月28日，公司主营业务涉及向以银行、保险、证券等为主的金融 企业客户提供IT解决方案、IT运维服务以及系统集成服务。主营业务收入构成为：软件开发及服务 91.95%，系统集成及服务8.05%。 从高伟达十大流通股东角度 数据显示，华宝基金旗下1只基金位居高伟达十大流通股东。华宝中证金融科技主题ETF（159851）二 季度增持20.02万股，持有股数265.51万股，占流通股的比例为0.6%。根据测算，今日浮亏损失约377.02 万元。 华宝中证金融科技主题ETF（159851）成立日期2021年3月4日，最新规模57.31亿。今年以来收益 41.19%，同类排名687/4222；近一年收益169.57%，同类排名2/3781；成立以来收益102.1%。 华宝中证金融科技主题ETF（159851）基金经理为陈建华、曹旭辰。 截至发稿，陈建华累计 ...

Group 1 - The company's stock experienced abnormal trading fluctuations, with a cumulative closing price increase exceeding 30% over three consecutive trading days from August 28 to September 1, 2025 [1] - The board of directors conducted a self-examination regarding the abnormal trading situation and verified with the controlling shareholder and actual controller [1] - The board confirmed that there are no undisclosed significant matters that should have been disclosed according to the Shenzhen Stock Exchange's regulations [1]

Core Viewpoint - The company, Gao Weida, announced that its stock experienced an abnormal trading fluctuation, with a cumulative closing price increase of over 30% over three consecutive trading days [2]. Company Summary - On September 1, Gao Weida disclosed that its stock price had deviated significantly, triggering a review of trading activities [2]. - The company confirmed that there were no corrections or supplements needed for previously disclosed information and did not find any recent media reports that could have significantly impacted its stock price [2]. - Gao Weida stated that its recent operational conditions remain normal, and there have been no significant changes in the internal or external business environment [2]. - The company and its controlling shareholders have not engaged in any stock trading activities during the period of abnormal fluctuations [2].

本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、 股票交易异常波动的情况 高伟达软件股份有限公司（以下简称"公司"）股票于 2025 年 8 月 28 日、8 月 29 日、9 月 1 日，连续 3 个交易日收盘价格涨幅偏离 值累计超过 30%，根据深圳证券交易所相关规定，属于股票交易异常 波动的情形。 二、 公司关注并核实情况的说明 针对公司股票交易异常波动情况，公司董事会就相关事项进行了 自查，并向公司控股股东、实际控制人就相关问题进行了核实，现就 相关情况说明如下： 证券代码：300465 证券简称：高伟达 公告编号：2025-043 高伟达软件股份有限公司 关于公司股价异动的公告 3、公司近期经营情况正常及内外部经营环境未发生重大变化。 4、公司及控股股东、实际控制人均不存在关于本公司应披露而 未披露的重大事项，或处于筹划阶段的重大事项。 5、股票异常波动期间，公司控股股东、实际控制人不存在买卖 公司股票的情形。 三、 是否存在应披露而未披露信息的说明 公司董事会确认，本公司目前没有任何根据《深圳证券交易所创 业板股票上市规则》等有关规定应予以披露 ...

Summary of Key Points Core Viewpoint - The stock of Gao Weida experienced a significant increase, reaching the daily limit with a closing price rise of 20.00%, indicating strong market interest and trading activity [2]. Trading Activity - The stock had a turnover rate of 28.83% and a total trading volume of 3.509 billion yuan, with a price fluctuation of 9.34% throughout the day [2]. - Institutional investors net sold 17.2537 million yuan, while the Shenzhen Stock Connect saw a net purchase of 102 million yuan [2]. Market Participation - The top five trading departments accounted for a total transaction volume of 889 million yuan, with a net purchase of 245 million yuan after accounting for buy and sell transactions [2]. - The largest buying and selling entity was the Shenzhen Stock Connect, with a buying amount of 266.434 million yuan and a selling amount of 164.8516 million yuan, resulting in a net purchase of 102 million yuan [2]. Fund Flow - The stock saw a net inflow of 98.65 million yuan from major funds, with a significant inflow of 178 million yuan from large orders, while large orders experienced a net outflow of 791.666 million yuan [2]. - Over the past five days, the net inflow of major funds totaled 397 million yuan [2].

Group 1 - The A-share market has seen a strong performance in digital currency concept stocks, with notable increases in share prices for several companies [1] - Gao Weida (300465) experienced a rise of 16.52%, with a total market capitalization of 12.1 billion and a year-to-date increase of 48.64% [2] - Zhidu Co., Ltd. (000676) reached a limit-up of 10%, with a market cap of 16.1 billion and a year-to-date increase of 50.83% [2] - Qitian Technology (300061) rose by 7.93%, with a market cap of 9.15 billion and a year-to-date increase of 7.67% [2] - Hengbao Co., Ltd. (002104) increased by 7.52%, with a market cap of 20 billion and a year-to-date increase of 319.36% [2] - Other companies such as Xinan Century (688201), Guoxin Technology (688262), and Information Development (300469) also saw increases of over 5% [1][2] Group 2 - The overall trend indicates a significant interest and investment in digital currency-related stocks within the A-share market [1] - The year-to-date performance of these stocks suggests a growing confidence in the digital currency sector among investors [2] - The strong price movements may reflect broader market trends and investor sentiment towards digital currencies and related technologies [1][2]

格隆汇9月1日｜A股市场数字货币概念股走强，其中，高伟达涨超16%，智度股份10CM涨停，旗天科 技、恒宝股份涨超7%，信安世纪、国芯科技、信息发展涨超5%。 ...

Group 1: Gao Weida (高伟达) - Gao Weida achieved operating revenue of approximately 520.21 million yuan and a net profit of 13.83 million yuan in the first half of 2025, with a second-quarter net profit of 24.37 million yuan, reflecting a quarter-on-quarter growth of 231.19% [1] - The company is leveraging large model technology to implement multiple AI projects in credit scenarios, enhancing business revenue and exploring new development opportunities [1] - The new business model focuses on providing full lifecycle management for retail credit, rapidly increasing credit scale and managing non-performing assets, shifting from customized development to an operational model with a revenue-sharing approach [1] Group 2: Yahui Long (亚辉龙) - Yahui Long has completed the prototype of its second-generation sequencing project, achieving full self-research and production of core reagents, auxiliary reagents, and auxiliary enzyme reagents [2] - The company is advancing the integration of its product matrix, technology research and development, customer service, and office data with AI platforms like DeepSeek, enhancing laboratory automation [2] Group 3: Haoyang Co., Ltd. (浩洋股份) - Haoyang reported revenue of approximately 522 million yuan in the first half of 2025, a year-on-year decline of 21.99%, and a net profit of 7.8 million yuan, down 61.69% year-on-year [2] - Following the acquisition of Danish SGM company assets, Haoyang has established subsidiaries in Denmark and the United States, with positive market feedback on new product sales [2] - The company anticipates growth in overseas performance activities over the next two years, with expectations for the U.S. market to gradually recover, enhancing its R&D capabilities to improve competitiveness [2] Group 4: Zhonggeng Fund (中庚基金) - Zhonggeng Fund, established in 2015, has an asset management scale of 11.607 billion yuan, ranking 140th out of 210 in total public funds [3] - The fund's best-performing product in the past year is the Zhonggeng Hong Kong Stock Connect Value Fund, with a latest net value of 1.21 and a growth of 58.62% over the past year [3]

Financial Performance - The company reported a total revenue of 520 million yuan for the first half of 2025, representing a year-on-year increase of 2.74% [1] - The net profit attributable to shareholders reached 13.83 million yuan, up 60.35% year-on-year [1] - In Q2 2025, the revenue was 384 million yuan, showing a significant increase of 24.71% compared to the same quarter last year [1] - The net profit for Q2 2025 was 24.37 million yuan, reflecting a remarkable year-on-year growth of 269.61% [1] Profitability Metrics - The gross margin for the first half of 2025 was 20.52%, down 6.19% from the previous year [1] - The net profit margin improved to 2.66%, an increase of 53.81% year-on-year [1] - The total of selling, administrative, and financial expenses was 66.96 million yuan, accounting for 12.87% of revenue, a decrease of 11.94% year-on-year [1] Cash Flow and Assets - The company reported a negative operating cash flow of -0.47 yuan per share, a decline of 45.28% year-on-year [1] - The cash and cash equivalents increased to 182 million yuan, up 29.46% from the previous year [1] - Accounts receivable stood at 440 million yuan, a slight increase of 1.63% year-on-year, with accounts receivable to net profit ratio reaching 1402.23% [1][3] Debt and Financial Health - Interest-bearing liabilities decreased to 291 million yuan, down 11.73% year-on-year [1] - The company's return on invested capital (ROIC) was reported at 4.42%, indicating weak capital returns [3] - The company has experienced two years of losses since its listing, suggesting a fragile business model [3]

（编辑 袁冠琳） 证券日报网讯 高伟达8月28日发布公告，在公司回答调研者提问时表示，新的业务模式是AI赋能的创新 业务形式，与生态合作伙伴一起，依托AI建模和金融大数据，为银行提供零售信贷领域的全生命周期 的贷款管理。通过建设AIAgent，驱动整个业务流程的进展，为银行客户快速提升零售信贷规模，有效 处置贷款逾期和不良资产，提供了新的AI工具。 ...