走进园区企业 解锁数字化崭新体验 "现在我们的左手边是新浪的全球总部，右边是网易的北方总部，右前方是百度，左前方是腾讯，这个红绿灯路口 也被称为'中国互联网的十字路口'，很多年轻人都会在这里打卡……"10月17日下午，位于北京市海淀区的中关村 软件园迎来了一群特殊的游客：来自北京航空航天大学和北京城市学院的六十余名师生代表。中关村软件园高级 品牌经理李军伟一边带领他们参观，一边为他们介绍园区中的标志性地点。 此次活动是由北京市委宣传部、市委教育工委主办，市委网信办、新京报社等单位承办的"'京'彩文化 青春绽 放"2025年"园区行"最美园区主题日活动中的一站。在今年的园区行活动中，22所首都高校师生将深入14个代表性 市级文化产业园区，开展调查研究、实习实践、文化体验等活动，在感受新时代首都文化发展活力和独特魅力的 同时，为推动文化产业园区高质量发展建言献策、贡献力量。 在当天的活动中，两所高校的师生从云广场出发，依次探访了中关村软件园展示中心、腾讯北京总部大楼、科大 讯飞人工智能体验馆等多家科技地标。通过实地走访与深度观摩，大家不仅近距离感受到科技产业园中浓厚的创 新创业文化，也沉浸于开放协作、追求卓越的园 ...

本报讯(记者方思伟)10月14日，省政协副主席马余强就民进江苏省委会提出的"强化我省企业科技创新 主体地位"重点提案开展专题督办调研。 马余强一行实地考察亚信科技(南京)有限公司、江苏铌奥光电科技有限公司，深入了解相关工作情况。 督办会上，提案者介绍提案核心关切，省科技厅、省工信厅等单位介绍提案办理情况，与会委员就强化 我省企业科技创新主体地位提出意见建议。 马余强表示，要深入学习贯彻习近平总书记关于强化企业科技创新主体地位的重要论述，充分认识强化 企业科技创新主体地位的重大意义，聚焦企业在技术决策、研发投入、科研组织、成果转化等重点环 节，加强企业主导的产学研深度融合，提高科技成果转化和产业化水平。要认真学习贯彻总书记对江苏 工作重要讲话精神，充分发挥人民政协专门协商机构作用，围绕促进高质量发展、推动教育科技人才体 制机制一体改革等深入研究积极建言，为助力扛好经济大省挑大梁责任献计出力。 ...

Core Viewpoint - The 2025 China Mobile Global Partner Conference showcased the collaboration between AsiaInfo Technology and China Mobile, highlighting advancements in AI-native RAN base stations and digital ontology platforms, emphasizing the integration of communication and AI technologies [1][17][19]. Group 1: Event Overview - The conference took place from October 10 to 12, focusing on "Carbon-Silicon Symbiosis and Co-creating the AI+ Era" [1]. - AsiaInfo Technology, as a strategic partner of China Mobile, presented its products and services, including "network, data, intelligence, and security" [1][5]. - Key leaders from various sectors, including government and industry associations, attended the event, enhancing networking opportunities [2][6]. Group 2: Strategic Collaboration - AsiaInfo Technology has been collaborating with China Mobile since 1999, marking 26 years of partnership that has evolved from communication support systems to empowering various industries through ICT technology [5][24]. - The partnership has established a model of industry collaboration and complementary advantages in China [5]. Group 3: Product Launches - The AI-native RAN base station product was launched, designed to enhance the integration of communication and AI capabilities, enabling dynamic sharing of computing power and intelligent services within wireless networks [19]. - The digital ontology platform was introduced, capable of abstracting raw data into semantic models for real-time business data processing, facilitating simulation and automated decision-making [20]. Group 4: Industry Applications - AsiaInfo Technology showcased its capabilities in various sectors, including communication, energy, transportation, and government, demonstrating its comprehensive digital transformation services [24][26]. - The company has developed a full-cycle service support system for large model applications, addressing the needs of vertical industries [24]. Group 5: Future Directions - The collaboration between AsiaInfo Technology and China Mobile is expected to expand with the continuous innovation of AI and big data technologies, contributing to the digital transformation of industries in China [27]. - AsiaInfo Technology aims to enhance its role in China Mobile's digital transformation initiatives, supporting business capability upgrades and operational improvements [27].

Group 1 - The "2025 Second Hydrogen Industry Conference (CHIF2nd)" was held on October 10 in Shanghai, aiming to gather global experts to discuss the latest trends, technological challenges, and solutions in the hydrogen industry, promoting high-quality development [1] - According to Guotai Junan, hydrogen energy is seen as a key tool for reducing carbon dioxide emissions in the industrial sector and will become crucial for energy transition, attracting capital market attention to the hydrogen sector [1] - The hydrogen industry chain includes upstream hydrogen production, midstream storage and transportation, and downstream applications, with nearly 100 hydrogen-related listed companies in the A-share market [1] Group 2 - Huayuan Securities indicates that with declining electricity prices, rising carbon prices, policy support, and increasing orders for green fuels, the construction rate of green hydrogen projects is expected to gradually increase [2] - The upstream electrolyzer industry is anticipated to move out of the "involution" phase, with a recommendation to focus on companies like Huadian Technology and Huaguang Huaneng [2] - As the cost of green hydrogen decreases, its penetration in transportation and industrial sectors is expected to improve, with recommendations to pay attention to fuel cell-related companies such as Guohong Hydrogen Energy, Guofu Hydrogen Energy, and Reformed Energy [2]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 亞信科技控股有限公司 呈交日期: 2025年10月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01675 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 800,000,000,000 | HKD | 0.0000000125 | HKD | | 10,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 800,000,000,000 | HKD | 0.0000000125 | HKD | | 10,000 | 本月底法定/註冊股本總額： H ...

Summary of the Conference Call for AsiaInfo Technology Company and Industry Overview - **Company**: AsiaInfo Technology - **Industry**: AI and Cloud Computing, specifically focusing on large model applications and cloud services Key Points and Arguments 1. **Recognition as Alibaba Cloud Capability Center**: AsiaInfo Technology has been recognized as a capability center by Alibaba Cloud, highlighting its strong position in the industry as the only company without an equity partnership to receive this honor [2][3] 2. **Successful Project Delivery**: Since June 2023, AsiaInfo has completed approximately 300 projects in collaboration with Alibaba, achieving a success rate exceeding 90% and high customer satisfaction, indicating a positive market trend [2][4] 3. **Expansion of Business Scope**: The designation as a capability center allows AsiaInfo to expand its services beyond large model application delivery to include installation, operation, and maintenance of intelligent computing centers and integrated machine services [6][13] 4. **Breakthroughs in Energy Sector**: AsiaInfo has made significant progress in applying large models within the energy sector, successfully implementing projects with major entities like State Grid and Sinopec, and is responsible for many scenarios outlined in the National Development and Reform Commission's guidelines [7][8] 5. **Future Growth Projections**: The company anticipates a surge in business opportunities in 2025, with weekly new opportunities equivalent to the total from the previous half-year and monthly opportunities surpassing the entire previous year [9][14] 6. **International Expansion Strategy**: AsiaInfo is pursuing an international strategy by collaborating with national sovereign large models, starting with Malaysia, and plans to replicate successful domestic cases abroad [10][11] 7. **Collaboration with NVIDIA**: The partnership with NVIDIA aims to implement Omniverse physical AI in smart factories, enhancing production efficiency for manufacturing clients [4][12] 8. **Revenue and Order Growth**: For 2025, AsiaInfo targets total order revenue between 200 million to 300 million yuan, with a significant increase in orders expected in the second half of the year [14][20] 9. **SaaS Product Development**: AsiaInfo is developing SaaS products aimed at small and medium enterprises, such as bidding and marketing assistants, to broaden its customer base and improve profitability [21] Additional Important Insights 1. **High Customer Retention**: The company reports a high repurchase rate, with many clients entering long-term service agreements after initial project deliveries, reflecting strong customer satisfaction [8][14] 2. **Competitive Landscape**: AsiaInfo emphasizes the importance of technological capability and sustained investment in the competitive landscape of AI large models, particularly in relation to Alibaba Cloud's independent technology development [18][19] 3. **Profit Margins**: The gross profit margin for AI application projects varies, with initial phases around 20% and increasing to over 30% in later stages as trust and understanding of the industry deepen [20] 4. **Focus on High-Potential Markets**: The company plans to concentrate on high-potential markets and vertical industries, particularly in energy, communication, and transportation, to enhance operational effectiveness and achieve breakeven [9][16] This summary encapsulates the critical insights and developments discussed during the conference call, providing a comprehensive overview of AsiaInfo Technology's current status and future outlook in the AI and cloud computing industry.

Core Viewpoint - AsiaInfo Technology (01675.HK) has signed a cooperation contract with Alibaba Cloud to become a cloud computing project delivery capability center, focusing on AI large model applications and joint product development [1][2] Group 1: Partnership Details - The partnership aims to leverage both companies' strengths, with Alibaba Cloud recognizing AsiaInfo's capabilities in AI large model application delivery [1] - Alibaba Cloud will provide foundational support through its advanced infrastructure and technology, while AsiaInfo will enhance its AI-native enterprise transformation [1][2] - The collaboration will involve joint product development in areas such as Tongyi Qianwen large model, AI integrated machines, and AI large model security solutions [1] Group 2: Company Performance - AsiaInfo's stock has shown strong performance this year, with a cumulative increase of 84.66% [1] - The company is recognized as a leading enterprise in large model application delivery and is a key member of Alibaba Cloud's "Star River Plan" AI ecosystem alliance [2] - In the first half of 2025, AsiaInfo reported a revenue of approximately 2.598 billion RMB, with specific revenues from various business segments including ICT support, smart operations, and AI large model applications [3]

Core Viewpoint - AsiaInfo Technology (01675) has entered into a cooperation contract with Alibaba Cloud, establishing itself as a cloud computing project delivery capability center, which highlights Alibaba Cloud's recognition of the company's capabilities in AI large model application delivery [1][2] Group 1: Partnership Details - The cooperation aims to leverage both companies' strengths, focusing on AI application delivery and enhancing traditional application development paradigms [1] - Alibaba Cloud will provide robust foundational support through its advanced infrastructure and technology, while AsiaInfo Technology will enhance its AI-native enterprise transformation [1] Group 2: Business Opportunities - The board believes that this partnership will create new business opportunities in AI large model delivery, aligning with the overall interests of the company and its shareholders [2] - The collaboration will involve joint product development and service cooperation in various areas, including AI large model security solutions and industry-specific applications [1]

Core Viewpoint - The company, AsiaInfo Technologies (1675.HK), has signed a cooperation contract with Alibaba Cloud, establishing itself as a cloud computing project delivery capability center, indicating strong recognition of its capabilities in AI large model application delivery [1] Group 1: Partnership and Collaboration - The partnership with Alibaba Cloud will enhance joint product development and service cooperation in various areas, including Tongyi Qianwen large model, AI integrated machines, and AI large model security solutions [1] - The collaboration aims to promote the native development of industry applications and market expansion, facilitating the implementation of "AI+" across various sectors [1]

Group 1 - The core viewpoint of the news is that AsiaInfo Technology (01675) has entered into a cooperation contract with Alibaba Cloud, establishing itself as a cloud computing project delivery capability center, which reflects Alibaba Cloud's recognition of the company's capabilities in AI large model application delivery [1][2] - AsiaInfo Technology's stock opened over 8% higher and is currently up 8.31%, trading at HKD 12.78, with a transaction volume of HKD 29.6496 million [1] - The partnership aims to leverage both companies' strengths, focusing on AI application delivery, enhancing traditional application development paradigms, and providing high-quality, flexible, and cost-effective cloud delivery capabilities to Alibaba Cloud customers [1] Group 2 - The board believes that the cooperation contract with Alibaba Cloud will provide opportunities for expanding into new business areas related to AI large model delivery, creating potential growth opportunities that align with the overall interests of the company and its shareholders [2]