Company Overview - Jin Modern Information Industry Co., Ltd. is located in Jinan, Shandong Province, and was established on December 5, 2001. It was listed on May 6, 2020. The company specializes in industry digital solutions and application software development platforms (aPaaS) [1][2] - The main business revenue composition includes customized software development and services (80.47%), standardized software product development and sales (18.80%), and others (0.74%) [1] Financial Performance - As of July 31, Jin Modern reported a revenue of 95.05 million yuan for the first half of 2025, a year-on-year decrease of 13.83%. The net profit attributable to the parent company was -22.43 million yuan, showing a year-on-year increase of 11.95% [2] - Since its A-share listing, Jin Modern has distributed a total of 74.09 million yuan in dividends, with 42.69 million yuan distributed over the past three years [3] Stock Performance - On September 3, Jin Modern's stock price fell by 2.01%, trading at 11.22 yuan per share, with a total market capitalization of 4.826 billion yuan [1] - Year-to-date, the stock price has increased by 38.25%, but it has seen a decline of 15.83% over the last five trading days and 18.10% over the last 20 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on August 4, where it recorded a net buy of 138 million yuan [1] Shareholder Information - As of July 31, the number of shareholders for Jin Modern was 43,000, a decrease of 9.78% from the previous period. The average circulating shares per person increased by 10.84% to 7,340 shares [2]

每经头条（nbdtoutiao）——人口流失、土地闲置的城市要不要撤并？专访国家发改委专家高国力：未 来不排除，目前没到这阶段 （记者 曾健辉） 截至发稿，金现代市值为49亿元。 每经AI快讯，金现代（SZ 300830，收盘价：11.45元）发布公告称，2025年9月1日-2日，金现代接受华 夏基金等投资者调研，公司董事长、总裁黎峰等人参与接待，并回答了投资者提出的问题。 2025年1至6月份，金现代的营业收入构成为：电力占比87.79%，其他占比9.68%，航天占比2.53%。 ...

Group 1: Company Overview and Strategic Direction - The company is actively promoting strategic transformation and industrial upgrading, shifting focus from business scale expansion to structural optimization and sustainable development [2][3]. - The company is adjusting its business layout by gradually shrinking low-efficiency, long-repayment-cycle businesses in the energy sector [3]. Group 2: Business Transformation and Performance - The company has developed competitive standardized software products, including the "AI Low-Code" PaaS development platform, and is expanding into larger market spaces like industrial manufacturing [3][4]. - Despite short-term revenue fluctuations due to business contraction, the standardized product segment has shown rapid growth, with revenue exceeding 96 million in 2024, accounting for over 20% of total revenue [3][4]. Group 3: Factors Supporting Strategic Upgrade - The low-code PaaS platform significantly reduces product development costs and enhances the company's competitive advantage [4][5]. - The company has a well-established AI research team, focusing on various AI technologies, which enhances product differentiation and intelligence [4][5]. - A robust marketing system has been developed, with 13 regional sales centers established to enhance nationwide sales penetration [4][5]. Group 4: Cash Flow Improvement Measures - Operating cash flow improved significantly, reaching 62.12 million in 2024, with a year-on-year increase of 83.48% in the first half of 2025 [5]. - Measures taken include strengthening receivables management, optimizing low-margin businesses, and implementing detailed cost management [5]. Group 5: Low-Code PaaS Platform Details - The "Light Cavalry" low-code PaaS platform allows users to develop applications with minimal coding, significantly improving development efficiency and reducing costs [6]. - The platform has a diverse customer base across various industries, including power, aerospace, finance, and manufacturing [6]. Group 6: AI Development and Applications - The company is building industry-specific AI models and integrating AI into business scenarios, achieving significant results in various applications [7]. - The strategic focus on AI has been supported by a clear commitment to resource allocation and the establishment of an AI research institute [7].

证券日报网讯 9月2日晚间，金现代发布公告称，根据安排，截至2025年9月23日收市后仍未转股的"金 现转债"，将按照100.41元/张的价格强制赎回。因目前"金现转债"二级市场价格与赎回价格存在较大差 异，特提醒"金现转债"持券人注意在限期内转股，如果投资者未及时转股，可能面临损失，敬请投资者 注意投资风险。 （文章来源：证券日报） ...

Core Viewpoint - The company has decided to exercise its early redemption rights for the "Jinxian Convertible Bonds" due to the stock price exceeding the specified threshold, aiming to reduce interest expenses and improve capital efficiency [2][6]. Group 1: Convertible Bond Redemption - The "Jinxian Convertible Bonds" will be redeemed at a price of 100.41 CNY per bond, which includes accrued interest [6][7]. - The redemption was triggered as the stock price closed above 130% of the conversion price for 15 trading days from August 4 to August 22, 2025 [2][6]. - The redemption process will be completed by October 9, 2025, with the bonds being delisted from the Shenzhen Stock Exchange [7][8]. Group 2: Convertible Bond Details - The total amount of the convertible bonds issued was 202,512,500 CNY, with each bond having a face value of 100 CNY [2][3]. - The initial conversion price was set at 9.39 CNY per share, which has been adjusted to 9.35 CNY per share as of June 9, 2025 [3][5]. - The conversion period for the bonds is from June 3, 2024, to November 26, 2029, allowing bondholders to convert their bonds into shares [3][4]. Group 3: Financial Implications - The company aims to lower its financial costs and improve the efficiency of its capital utilization through this redemption [2][6]. - The accrued interest for the bonds is calculated based on a 0.5% annual interest rate, resulting in approximately 0.41 CNY per bond for the current period [6][7].

| 证券代码：300830 | 证券简称：金现代 公告编号：2025-050 | | --- | --- | | 债券代码：123232 | 债券简称：金现转债 | 金现代信息产业股份有限公司 关于提前赎回"金现转债"的第七次提示性公告 | 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。 | 特别提示： 1、"金现转债"赎回价格：100.41 元/张（含当期应计利息，当期年利率 为 0.5%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任 公司深圳分公司（以下简称"中国结算"）核准的价格为准。 2、赎回条件满足日：2025 年 8 月 22 日 3、停止交易日：2025 年 9 月 19 日 4、赎回登记日：2025 年 9 月 23 日 5、赎回日：2025 年 9 月 24 日 6、停止转股日：2025 年 9 月 24 日 7、赎回资金到账日（到达中国结算账户）：2025 年 9 月 29 日 8、投资者赎回款到账日：2025 年 10 月 9 日 9、赎回类别：全部赎回 10、根据安排，截至 2025 年 9 月 ...

Investment Rating - The report maintains a "Positive" investment rating for the computer industry, indicating an expectation that the industry index will outperform the market index by over 5% in the next six months [7]. Core Insights - The report emphasizes the transformative potential of the "Artificial Intelligence+" initiative, which aims to deeply integrate AI into various sectors, thereby reshaping production and lifestyle paradigms and accelerating the development of new productive forces [4][18]. - The "Three-Step" strategic goals outlined in the report include achieving over 70% penetration of smart terminals and agents by 2027, exceeding 90% by 2030, and fully establishing an intelligent economy and society by 2035 [19][20]. - The report identifies six key areas for action under the "Artificial Intelligence+" initiative, including scientific technology, industrial development, quality improvement in consumption, enhancement of public welfare, governance optimization, and global cooperation [20][22]. Summary by Sections Market Review - During the week of August 25-29, the computer sector index rose by 1.34%, underperforming the CSI 300 index, which increased by 2.71% [13][16]. Focus of the Week - The "Artificial Intelligence+" initiative was officially launched by the State Council on August 26, marking a significant step towards the comprehensive implementation of AI in various sectors [4][18]. - The initiative aims to leverage China's advantages in data, industry, and scenarios to empower various sectors through AI technology [18]. Investment Clues - The "Artificial Intelligence+" initiative is expected to create multi-layered investment opportunities, particularly in smart infrastructure, industrial intelligence platforms, agricultural technology, and consumer innovation [5][27]. - Key investment areas include domestic AI chips, computing network service providers, and industry data service companies, as well as human-machine collaboration tools and medical AI solutions [5][28][30].

证券代码：300830 证券简称：金现代 公告编号：2025-049 债券代码：123232 债券简称：金现转债 金现代信息产业股份有限公司 关于提前赎回"金现转债"的第六次提示性公告 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。 特别提示： 为 0.5%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任 公司深圳分公司（以下简称"中国结算"）核准的价格为准。 按照 100.41 元/张的价格强制赎回。本次赎回完成后，"金现转债"将在深圳证 券交易所（以下简称"深交所"）摘牌，特提醒"金现转债"持券人注意在限期 内转股。 债券持有人持有的"金现转债"如存在被质押或被冻结的，建议在停止转股 日前解除质押或冻结，以免出现因无法转股而被赎回的情形。 适当性管理要求的，不能将所持"金现转债"转换为股票，特提请投资者关注不 能转股的风险。 现转债"，将按照 100.41 元/张的价格强制赎回。因目前"金现转债"二级市 场价格与赎回价格存在较大差异，特提醒"金现转债"持券人注意在限期内转 股，如果投资者未及时转股，可能面临损失，敬请投资者注意投资风险。 自 ...

| 证券代码：300830 | 证券简称：金现代 公告编号：2025-049 | | --- | --- | | 债券代码：123232 | 债券简称：金现转债 | 金现代信息产业股份有限公司 关于提前赎回"金现转债"的第六次提示性公告 1、"金现转债"赎回价格：100.41 元/张（含当期应计利息，当期年利率 为 0.5%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任 公司深圳分公司（以下简称"中国结算"）核准的价格为准。 2、赎回条件满足日：2025 年 8 月 22 日 3、停止交易日：2025 年 9 月 19 日 4、赎回登记日：2025 年 9 月 23 日 5、赎回日：2025 年 9 月 24 日 6、停止转股日：2025 年 9 月 24 日 7、赎回资金到账日（到达中国结算账户）：2025 年 9 月 29 日 8、投资者赎回款到账日：2025 年 10 月 9 日 9、赎回类别：全部赎回 | | | 特别提示： 10、根据安排，截至 2025 年 9 月 23 日收市后仍未转股的"金现转债"，将 按照 100.41 元/张的价格强制赎回。本次赎回完成后，"金现转债"将在深 ...

Core Viewpoint - The company has decided to exercise its right to redeem the "Jinxian Convertible Bonds" early due to the stock price exceeding the specified threshold, aiming to reduce interest expenses and improve capital efficiency [2][5][6]. Group 1: Convertible Bond Redemption Details - The "Jinxian Convertible Bonds" will be redeemed at a price of 100.41 CNY per bond, which includes accrued interest [6][7]. - The redemption is triggered as the stock price has been above 130% of the conversion price for 15 trading days [2][5]. - The redemption process will conclude with the bonds being delisted from the Shenzhen Stock Exchange [7][9]. Group 2: Bondholder Information - Bondholders are advised to convert their bonds before the redemption date to avoid potential losses [1][2]. - The conversion price has been adjusted to 9.35 CNY per share as of the latest announcement [5][6]. - Bondholders with pledged or frozen bonds should resolve these issues before the conversion deadline [1][2]. Group 3: Financial Implications - The company aims to lower financial costs and improve the efficiency of fund utilization through this redemption [2][5]. - The total amount raised from the issuance of the convertible bonds was 202.51 million CNY [2][3].