| 证券代码：300830 | 证券简称：金现代 | 公告编号：2025-034 | | --- | --- | --- | | 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 一、股票交易异常波动的具体情况 金现代信息产业股份有限公司（以下简称"公司"）股票（证券简称：金现 代，证券代码：300830）股票交易价格连续三个交易日内（2025 年 7 月 31 日、 2025 年 8 月 1 日、2025 年 8 月 4 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 针对公司股票异常波动的情况，公司董事会对公司控股股东、实际控制人及 公司管理层就相关事项进行了核查，现就有关情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处； （二）公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产 生较大影响的未公开重大信息； （三）近期公司经营情况及内外部经营环境未发生重大变化； （四）经核查，公司、控股股东和实际控制人不存在关于本公司的应披露而 未披露的重大事项，或处于筹划阶段的 ...

证券之星消息，8月4日软件开发板块较上一交易日上涨0.37%，金现代领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300830 | 金现代 | 13.58 | 19.96% | 106.46万 | 13.55 Z | | 688118 | 普元信息 | 33.00 | 12.09% | 14.91万 | 4.73亿 | | 688369 | 致远互联 | 33.30 | 7.25% | 9.43万 | 3.01亿 | | 300378 | 鼎捷数智 | 65.02 | 6.61% | 53.90万 | 34.06亿 | | 300556 | 丝路视觉 | 22.30 | 5.19% | 19.87万 | 4.37亿 | | 688030 | 山石网科 | 19.52 | 3.77% | 5.97万 | 1.15亿 | | 002362 | 汉王科技 | 26. ...

格隆汇8月4日｜A股市场AI智能体板块走强，其中，金科环境涨超13%，金现代涨超10%，华盛昌、能 科科技10CM涨停，品高股份、鼎捷数智涨超7%，神州泰岳、浙大网新涨超6%。 ...

Investment Rating - The report maintains a "Recommended" rating for the AI sector, indicating a positive outlook for the industry based on current developments and market conditions [2][32]. Core Insights - The AI industry is experiencing significant support from both central and local government policies, which aim to enhance the integration of AI technologies across various sectors such as manufacturing, services, healthcare, and education [8][9]. - ByteDance has launched the "Seed Diffusion Preview," an experimental language model that significantly improves code generation speed and accuracy, achieving a performance increase of 5.4 times compared to traditional models [13][14]. - Major tech companies like Microsoft and Meta have reported strong financial results, driven by their AI and cloud computing segments, with Microsoft achieving a quarterly revenue of $764.4 billion and Meta's ad revenue growing by 21% [18][21]. Summary by Sections 1. Artificial Intelligence - Central and local governments have introduced policies to support AI development, including the "Artificial Intelligence+" action plan, which emphasizes leveraging China's comprehensive industrial system and large market scale [8]. - Shanghai has implemented measures to expand AI applications, including the issuance of 1 billion yuan in AI vouchers to support various AI-related initiatives [9][10]. - ByteDance's "Seed Diffusion Preview" model focuses on code generation, achieving a speed of 2146 tokens per second, which is a significant advancement in the field [13][14]. 2. Market Performance Review - The computer sector saw a slight decline of 0.20% in the last week of July 2025, with notable stock performances from companies like Chuangzhong Technology and Zhuoyi Information, which increased by over 20% [26]. - Microsoft and Meta's financial results highlight the robust growth in their AI and cloud services, with Microsoft reporting a 34% increase in Azure revenue and Meta's ad revenue growing significantly [18][21].

Group 1 - The AI sector showed resilience in the market, with companies like Jin Modern (300830) and Zhi De Mai (300785) rising over 10% [1] - Other companies such as Youke De, San Liu Ling (601360), BlueFocus (300058), Berry Genomics (000710), and New Zhisoft also experienced upward movement [1]

质谱AI板块逆市走强，金现代、值得买涨超10%，优刻得、三六零、蓝色光标、贝瑞基因、新致软件跟 涨。 ...

Core Viewpoint - The A-share market experienced a significant decline in military stocks, with several companies hitting their daily limit down or showing substantial losses [1][2]. Company Performance Summary - **Shenli Co., Ltd. (603819)**: Closed down 10.01%, total market value at 2.896 billion, year-to-date increase of 8.12% [2]. - **Jianshe Industry (002265)**: Near limit down at -9.30%, total market value at 40.4 billion, year-to-date increase of 67.98% [2]. - **Guotou Intelligent (300188)**: Decreased by 8.65%, total market value at 15.4 billion, year-to-date increase of 30.17% [2]. - **China Electric Xilong (002298)**: Dropped by 6.72%, total market value at 5.447 billion, year-to-date increase of 38.35% [2]. - **Fiyada (000026)**: Fell by 5.31%, total market value at 6.87 billion, year-to-date increase of 68.00% [2]. - **Liujiu 12 (301592)**: Decreased by 5.21%, total market value at 11.2 billion, year-to-date increase of 10.66% [2]. - **Boyun New Materials (002297)**: Down by 5.09%, total market value at 5.559 billion, year-to-date increase of 40.99% [2]. - **Xuguang Electronics (600353)**: Dropped by 5.03%, total market value at 10.6 billion, year-to-date increase of 78.72% [2]. - **Hongdu Aviation (600316)**: Decreased by 4.96%, total market value at 30.4 billion, year-to-date increase of 31.92% [2]. - **Inner Mongolia First Machinery (600967)**: Fell by 4.63%, total market value at 35 billion, year-to-date increase of 143.18% [2]. - **Midian Co., Ltd. (600184)**: Decreased by 4.38%, total market value at 11.5 billion, year-to-date increase of 90.60% [2]. - **Kaige Precision Machinery (301338)**: Dropped by 4.24%, total market value at 4.992 billion, year-to-date increase of 51.17% [2]. - **Modern Gold (300830)**: Fell by 4.12%, total market value at 4.405 billion, year-to-date increase of 26.09% [2]. - **Changwo Tong (688143)**: Decreased by 4.01%, total market value at 5.101 billion, year-to-date increase of 89.51% [2].

（文章来源：证券日报） 证券日报网讯金现代7月29日在互动平台回答投资者提问时表示，截至目前，公司与雅江集团暂无合 作。 ...

Group 1 - The company Jinxiandai (300830) clarified on July 29 that it has no affiliation with Shanda Electric (stock code: 301609) in response to investor inquiries [1]

Market Overview - The Shanghai Composite Index increased by 0.09% as of the morning close, with a trading volume of 660.47 million shares and a total transaction value of 910.99 billion yuan, a decrease of 1.62% compared to the previous trading day [1]. Industry Performance - The electronic, comprehensive, and computer sectors showed the highest gains, with increases of 1.37%, 1.35%, and 1.23% respectively [1]. - The public utilities, construction decoration, and real estate sectors experienced the largest declines, with decreases of 1.05%, 0.66%, and 0.51% respectively [2]. Leading Stocks - In the electronic sector, Mankun Technology led with a gain of 20.01% [1]. - Tianchen Co. in the comprehensive sector rose by 10.00% [1]. - Jinxi Modern in the computer sector also increased by 20.00% [1]. Transaction Data - The electronic industry had a transaction value of 123.36 billion yuan, up by 11.84% from the previous day [1]. - The comprehensive sector recorded a transaction value of 14.01 billion yuan, up by 11.35% [1]. - The computer sector's transaction value was 1,055.04 billion yuan, with a slight increase of 1.25% [1].