亚信科技(01675.HK)今日盘中大跌5.04%,截至发稿报11.300港元。此次股价大跌主要受公司最新公布的2025年半年报业绩不佳影响。
根据亚信科技公布的2025年半年报,公司上半年实现营业收入25.98亿元,同比下降13.2%;净亏损约2.02亿元。若剔除人员结构优化带来的一次性离职补偿影响,净亏损收窄至0.48亿元。业绩下滑主要由于通信行业持续压降成本,公司传统ICT支撑业务收入同比下降14.7%。
尽管公司在AI大模型应用与交付业务方面取得快速增长,上半年相关收入同比增长76倍,但目前规模仍较小,尚未能抵消传统业务下滑的影响。公司CEO高念书表示,未来将加大对非通信行业的拓展力度,重点发展AI大模型和5G专网业务,以优化业务结构。但短期内,传统业务面临的压力仍将持续影响公司整体业绩表现,这也是导致投资者信心不足,股价承压的主要原因。
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