异动解读 | 亚信科技股价盘中大跌5.04%,中期业绩承压或为主因

异动解读
Aug 06

亚信科技(01675.HK)今日盘中大跌5.04%,引发市场关注。分析认为,该公司近期发布的2025年中期业绩报告可能是导致股价下跌的主要原因。

根据亚信科技发布的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。尽管公司表示,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,但业绩整体仍然不佳。公司传统的ICT支撑业务收入下滑14.7%,显示出在通信行业成本压降背景下面临的挑战。

尽管如此,亚信科技在AI大模型应用与交付业务方面取得了显著增长,上半年该业务收入同比增长76倍,订单金额增长78倍。公司CEO高念书表示,未来将聚焦AI大模型、5G专网等新兴业务,同时加大对非通信行业的拓展力度。然而,这些新业务目前规模较小,短期内可能难以弥补传统业务的下滑。投资者可能对公司业务转型的不确定性及短期业绩压力感到担忧,从而导致股价下跌。

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