格隆汇2月24日丨金现代(300830.SZ)在投资者互动平台表示，公司与抖音暂无业务合作。 ...

（文章来源：证券日报） 证券日报网讯 2月24日，金现代在互动平台回答投资者提问时表示，公司在AI编程领域已展开双重布 局：一方面应用DeepSeek等大模型，训练适配自身业务的垂直领域低代码模型；另一方面通过引入阿 里通义零码编码工具，推进与公司轻骑兵代码开发平台的融合，持续提升平台智能化水平。 ...

格隆汇2月24日丨金现代(300830.SZ)在互动平台表示，公司的轻骑兵低代码开发平台已经应用了 DeepSeek等大模型。目前在积极关注DeepSeekV4等版本的新特性及其发布进度等。 （原标题：金现代(300830.SZ)：轻骑兵低代码开发平台已经应用了DeepSeek等大模型） ...

Market Performance - On February 24, A-shares saw all three major indices rise by over 1%, with more than 4,200 stocks gaining [1] - The Shanghai Composite Index increased by 1.17% to 4,129.78 points, the Shenzhen Component Index rose by 1.82%, and the ChiNext Index climbed by 1.76% [2] - The total trading volume for A-shares reached 1.52 trillion yuan, with a predicted increase to 2.35 trillion yuan, up by 354.2 billion yuan [2] Sector Performance - Resource stocks, particularly oil and gas, led the market rally, with significant gains in companies like Tongyuan Petroleum and CNOOC Services, among others [2] - AI-related stocks experienced a substantial pullback, with companies like Seedance and DeepSeek seeing declines [4] - The film and cinema sector faced a sharp decline, with major players like Light Media and China Film hitting their daily limit down [4] Hardware and Technology - Demand driven by AI has led to strong performance in computing hardware stocks, with companies like Longfly Fiber achieving new historical highs [3] - Other notable gainers in the computing hardware sector included Tianfu Communication and Zhongji Xuchuang [3] Overall Market Sentiment - The market sentiment was influenced by concerns over Trump's tariff policies and escalating tensions in the Middle East, contributing to the rise in resource cycle stocks [2]

Group 1 - The stock price of Jin Modern (300830) exhibited volatility from February 4 to February 11, 2026, with a total fluctuation of 4.89% and a high turnover rate, peaking at 9.16% on February 11 [1] - On February 4, the closing price was 13.56 yuan, which dropped to 12.83 yuan on February 5, reflecting a decline of 6.16% and 5.38% respectively, before rebounding to 13.11 yuan on February 6 [1] - On February 11, there was a net inflow of approximately 46.49 million yuan from institutional investors, while retail investors showed a net outflow, indicating intensified short-term capital speculation [1] Group 2 - Jin Modern announced a projected net loss of 70 million to 90 million yuan for 2025, marking a shift from profit to loss year-on-year, primarily due to fixed asset depreciation, credit impairment, and asset impairment [2] - Despite the loss forecast, the company's operating cash flow improved to approximately 100 million yuan, and standardized business revenue reached about 100 million yuan, indicating progress in its transformation [2]

Core Viewpoint - Jin Modern (300830, SZ) is facing significant challenges as it anticipates a net loss of 70 million to 90 million yuan for 2025, marking a year-on-year decline of 707.32% to 880.84% [3] Group 1: Business Performance - The company has experienced a continuous decline in revenue and net profit from 2022 to 2024, with the anticipated loss in 2025 being a culmination of years of pressure [3] - Jin Modern's main business focuses on two segments: customized digital solutions for large enterprises and standardized software services based on low-code platforms [4] - The customized business, once a revenue pillar, is now facing intense market competition and profit compression, leading to a strategic decision to shrink inefficient projects [4][5] Group 2: Financial Challenges - A significant factor impacting profits is the large impairment provisions, with the company planning to recognize credit impairment losses of 34.18 million yuan and asset impairment losses of 24.79 million yuan, totaling 58.96 million yuan [7] - High accounts receivable is a prominent issue, with accounts receivable reaching 492 million yuan, exceeding 350% of revenue, indicating substantial bad debt risk [8] - Fixed costs have increased significantly, with new office building depreciation adding approximately 16.5 million yuan and amortization of intangible assets from capitalized R&D costs adding about 13.5 million yuan, collectively reducing net profit by around 30 million yuan [8] Group 3: Strategic Transition - The anticipated loss in 2025 is partly viewed as a "growing pain" during the strategic transition process [9] - Jin Modern is shifting from scale expansion to structural optimization, focusing on high-value standardized products and core customized business, which has shown initial positive results [9] - The company has improved its cash flow situation, with net cash flow from operating activities reaching approximately 100 million yuan, providing a financial buffer for future business transformation and R&D investments [9]

Group 1 - The core viewpoint of the news is that Jinxiandai has shown significant stock price movements and financial performance, with a notable increase in stock price this year despite recent fluctuations [1][2] - As of February 3, Jinxiandai's stock price increased by 2.03% to 14.06 CNY per share, with a total market capitalization of 6.35 billion CNY [1] - The company has experienced a year-to-date stock price increase of 38.11%, but has seen a decline of 3.83% over the last five trading days [1] Group 2 - Jinxiandai's main business involves digital solutions and application software development, with customized software development and services accounting for 80.47% of its revenue [1] - The company belongs to the computer software development industry, specifically in vertical application software, and is associated with concepts such as AI programming and vocational education [2] - For the period from January to September 2025, Jinxiandai reported a revenue of 138 million CNY, a year-on-year decrease of 23.19%, while the net profit attributable to shareholders was -36.81 million CNY, an increase of 5.90% [2]

Group 1 - The company Jin Modern announced on January 30 that it plans to recognize asset impairment losses and credit impairment losses totaling 58.96 million yuan, which will reduce the total profit of the consolidated financial statements for the year 2025 by the same amount [1] - The nuclear power construction industry is experiencing a surge, with equipment manufacturers operating at full capacity, having orders scheduled until 2028, and employees working in three shifts with production lines running 24 hours a day [1]

Group 1 - The company expects a negative net profit for the fiscal year 2025, with a projected net profit attributable to shareholders ranging from -90 million to -70 million yuan, compared to a profit of 11.5261 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is anticipated to be between -105 million and -85 million yuan, while the previous year's figure was -2.527 million yuan [1] - The significant changes in performance are primarily attributed to the impacts of fixed asset depreciation, intangible asset amortization, and credit impairment losses [1]

Financial Projections - The company expects a net profit of approximately -90 million CNY for the year 2025, compared to -70 million CNY in the same period last year[3]. - The net profit after deducting non-recurring gains and losses is projected to be around -105 million CNY, down from -85 million CNY year-on-year[5]. - Non-recurring gains and losses are expected to impact net profit by approximately 15 million CNY, mainly from government subsidies and investment income[9]. - The specific financial data for the 2025 fiscal year will be detailed in the company's annual report[10]. Profit Impact Factors - Fixed asset depreciation and intangible asset amortization are expected to impact profits by approximately 30 million CNY, primarily due to the new office building coming into use[7]. - Credit impairment losses are estimated to affect profits by about 34 million CNY, resulting from changes in the aging structure of accounts receivable[7]. - Asset impairment losses are projected to impact profits by around 25 million CNY, reflecting increased uncertainty in the realization of certain customized projects[8]. Cash Flow and Revenue - The net cash flow from operating activities is expected to be approximately 100 million CNY, showing a significant increase year-on-year[8]. - Revenue from standardized product business is anticipated to reach about 100 million CNY, marking it as an important growth point for the company[8]. - The company is actively reducing its customized business segment, leading to a contraction in overall revenue and profit[9].