异动解读 | 亚信科技盘中大跌5.23%,中期业绩亏损扩大至1.98亿元人民币

异动解读
Aug 05, 2025

亚信科技(01675)今日盘中大跌5.23%,引发市场关注。该公司最新公布的2025年中期业绩报告显示,公司亏损持续扩大,可能是导致股价下跌的主要原因。

根据亚信科技发布的中期业绩报告,截至2025年6月30日止的六个月内,公司录得股东应占亏损1.98亿元人民币,较去年同期5949万元人民币的亏损明显扩大。每股亏损为0.22元人民币,公司决定不派发中期股息。虽然公司毛利率有所提升,达到30.1%,同比上升5.4个百分点,但营业收入约为25.98亿元人民币,同比下降13.2%。

尽管业绩不佳,亚信科技仍对未来保持乐观态度。公司表示,预计下半年业绩将显著优于上半年,全年利润有望优于上年(剔除一次性离职补偿后)。公司还强调,AI大模型应用与交付业务实现了爆发式增长,上半年订单金额同比增长78倍。此外,公司在5G专网与应用、数智运营等领域也取得了一定进展。然而,这些积极因素似乎未能抵消投资者对当前亏损状况的担忧,导致股价出现大幅下跌。

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