亚信科技(1675.HK)2025年中期业绩点评:ICT支撑业务1H25承压 AI大模型应用和交付业务进入落地元年

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事件:公司发布2025年中期业绩,营收25.98亿人民币,同比下降13.2%,系ICT支撑业务收入受运营商成本压降影响。为区分传统运营商业务和高增长引擎业务,公司将营收披露口径从原先的BSS、OSS、数智运营和垂直行业,调整为ICT支撑业务、数智运营、5G专网与应用、AI大模型应用与交付四条业务线,聚焦后三类高增长业务的发展和ICT支撑业务的成本管控。盈利方面,25H1毛利润7.83亿人民币,同比...

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