海通证券此前发布研报称，亚信科技深耕电信BSS领域多年，并持续发力三新业务（数智运营、垂直行业和OSS）。虽然传统BSS受行业和外部环境影响，上半年业绩不甚理想，但随着公司大模型应用在电信运营商中的深入落地，下半年业绩将在一定程度上得到有效弥补。另外，公司给出全年利润指引，全年利润回升优于2023年。Asiainfo Tech (01675) surged over 11% in the afternoon, up 8.61% by the time of publication, at HK$5.3, with a turnover of HK$27.7179 million.
According to the Zhongtong Finance and Economics APP, Asiainfo Tech (01675) surged over 11% in the afternoon, up 8.61% by the time of publication, at HK$5.3, with a turnover of HK$27.7179 million.
On the news front, Asiainfo Cybersecurity recently announced its intention to acquire a portion of Asiainfo Tech's shares. The two parties will deepen cooperation in cybersecurity, 5G, cloud computing, and other areas, jointly providing comprehensive solutions for digital transformation and data security, further enhancing market competitiveness and driving long-term development. After this transaction is completed, Asiainfo Cybersecurity will become the controlling shareholder of Asiainfo Tech. It is worth noting that Tian Suning, the actual controller of Asiainfo Cybersecurity, is also the chairman and shareholder of Asiainfo Tech.
Haitong Securities previously released a research report stating that Asiainfo Tech has been deeply involved in the telecom BSS field for many years and continues to focus on three new businesses (intelligent operation, vertical industry, and OSS). Although the traditional BSS performance in the first half of the year was not ideal due to industry and external environment factors, with the deep implementation of the company's large-scale models in telecom operators in the second half of the year, performance will be effectively compensated to a certain extent. In addition, the company has provided annual profit guidance, with profits expected to rebound above 2023 levels.
