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 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: 2026年1月31日 狀態: 新提交 呈交日期: 2026年2月5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 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近日，亚信科技携手新疆移动建设的全疆首个油田5G专网下沉核心网项目落地部署。该项目为我国西 部最大的石油生产企业——中国石油新疆油田公司（以下简称：新疆油田）构建起符合高标准数据安全 要求的5G专网。这是亚信科技将5G技术与能源业务融合的又一成功实践，为能源行业安全、智能化转 型树立了新标杆。 用5G破解数据传输难题，筑牢油田信息安全防线 长期以来，生产数据的安全传输与高效处理都是油气资源勘探开发中面临的艰巨挑战——传统的公网传 输存在数据泄露风险；偏远井站受限于周边复杂恶劣的地理环境，信号覆盖与传输稳定性难以保障。 新疆移动携手亚信科技针对新疆油田的个性化需求，利用5G技术建设油田作业专用网络，推动勘探开 发、生产调度、远程设备运维等作业模式升级迭代。 双方依托亚信科技5G专网核心网产品，在克拉玛依中国石油数据中心进行四网元 （AMF/SMF/UDM/UPF）下沉部署，并通过MOCN（Multi-Operator Core Network，多运营商核心网） 功能实现基站共享，构建起数据采集到处理的闭环，真正实现了"数据不出作业现场"， ...

Group 1 - The stock of AsiaInfo Technologies (01675.HK) increased by over 5%, specifically rising by 5.61% to reach HKD 8.85 [2] - The trading volume amounted to HKD 66.69 million at the time of reporting [2]

Core Viewpoint - AsiaInfo Technology (01675) has seen a stock increase of over 5%, currently up 5.61% at HKD 8.85, with a trading volume of HKD 66.69 million, following the establishment of the "Embodied Intelligence Laboratory" in collaboration with ABB Robotics, marking a significant step in their strategic partnership in the Physical AI sector [1] Group 1 - The "Embodied Intelligence Laboratory" was officially launched on January 25, symbolizing a substantial collaboration between AsiaInfo Technology and ABB Robotics in the Physical AI field [1] - Alibaba Cloud and NVIDIA participated in the ceremony, providing deep technical support for the laboratory's construction [1] - The board anticipates that this initiative will create more potential growth opportunities for the group, aligning with the overall interests of the company and its shareholders [1] Group 2 - AsiaInfo Technology has previously stated its commitment to an "AI-first" strategy by 2026, aiming to solidify its core operator service base and seize strategic advantages in digital intelligence operations [1] - The company plans to cultivate a second growth curve through smart connectivity products, assisting its transformation into a leader in providing professional services, digital operations, and smart connectivity in the era of intelligent internet for enterprise clients [1] - The board and management express strong confidence in the company's future development [1]

Core Viewpoint - AsiaInfo Technology (01675) has seen a stock increase of over 5%, currently trading at 8.85 HKD, with a transaction volume of 66.69 million HKD, following the establishment of the "Embodied Intelligence Laboratory" in collaboration with ABB Robotics, marking a significant step in their strategic partnership in the Physical AI sector [1] Group 1: Strategic Developments - The "Embodied Intelligence Laboratory" was officially launched on January 25, symbolizing a substantial collaboration between AsiaInfo Technology and ABB Robotics in the Physical AI field [1] - Alibaba Cloud and NVIDIA participated in the ceremony, indicating their role in providing deep technical support for the laboratory's development [1] Group 2: Future Growth Strategy - AsiaInfo Technology has stated its commitment to an "AI-first" strategy by 2026, aiming to solidify its core operator service base and seize the strategic high ground in digital intelligence operations [1] - The company plans to cultivate a second growth curve through smart connectivity products, positioning itself as a leader in providing professional services, digital operations, and smart connectivity in the era of intelligent internet for enterprise clients [1] - The board and management express strong confidence in the company's future development prospects [1]

Summary of Key Points from Conference Call Records Industry Overview - The records focus on the humanoid robotics industry, highlighting various companies involved in the sector, including 日盈电子 (Riying Electronics), 特格高材 (Tegao Materials), 伟创电气 (Weichuang Electric), 开特股份 (Kaiter Co.), 亚信科技 (Yaxin Technology), 拓普集团 (Top Group), and 凯迪股份 (Kaidi Co.) [1][2][3][4][5] Core Insights and Arguments - **日盈电子 (Riying Electronics)**: - Initiated a "T Zero Mass Production Consulting" project with 特格高材 (Tegao Materials) at its headquarters [1] - The company has received high recognition for its products in the U.S. since 2025, indicating a strong market position [2] - **伟创电气 (Weichuang Electric)**: - Recently underwent a technical audit by Tesla, showcasing capabilities in motors, encoders, and drivers, with a goal to finalize product specifications by mid-February 2026 to ensure mass production starts in April [3] - Maintains a production plan of 1,000 units per week by June 2026 and 10,000 units per week by June 2027 [3] - **开特股份 (Kaiter Co.)**: - Established a joint venture with 西安旭彤 (Xi'an Xutong) to develop six-dimensional force sensors, encoders, and electronic mechanical brake systems, collaborating with 图灵机器人 (Turing Robotics) [3] - **亚信科技 (Yaxin Technology)**: - Launched a "Physical AI Laboratory" in collaboration with ABB Robotics, marking a significant step in their strategic partnership [4] - **拓普集团 (Top Group)**: - Reduced the size of dexterous hand motors from 15mm to 12mm and is enhancing product features such as vibration reduction and slip resistance in shoes, with a production capacity target of 2,000 units per week by June [4] - **凯迪股份 (Kaidi Co.)**: - Signed a strategic cooperation agreement with 新泉股份 (Xinquan Co.) to jointly develop key components for robotics [5] Additional Important Information - The records emphasize that the information is based on market rumors and does not represent personal opinions or investment advice, urging caution in interpretation [1][5] - The collaboration between companies in the humanoid robotics sector indicates a trend towards strategic partnerships aimed at enhancing technological capabilities and market reach [3][4][5]

Group 1: Market Overview - The Hang Seng Index closed at 26,765.52, up 16 points or 0.06%, after fluctuating throughout the day, with a high of 26,911 and a low of 26,619 [3][4] - The total market turnover was 261.699 billion, with a net outflow of 0.826 billion from northbound trading [3] - Among the 88 blue-chip stocks, 46 rose while 39 fell, indicating mixed performance in the market [3] Group 2: Macro & Industry Dynamics - The current geopolitical environment is favorable for Hong Kong, enhancing its role as a "super connector" for companies looking to shift from traditional markets to China and Asia [7] - The Hong Kong government has received over 30 applications for company relocations since implementing the mechanism in May last year, with 14 approved, indicating positive market response [8] - The People's Bank of China emphasized the need for proactive macro policies to address economic uncertainties and enhance financial stability [10] Group 3: Company News - Zijin Mining announced a plan to acquire Allied Gold Corporation for approximately 5.5 billion CAD (about 280 billion RMB), expanding its footprint in the gold mining sector [12] - TianShu Intelligent Chip released a roadmap for its fourth-generation architecture, aiming to surpass Nvidia's offerings, with significant performance improvements reported [13] - JD Technology's shopping AI, JoyGlance, has launched on Rokid's smart glasses, marking a significant advancement in AI-driven shopping technology [15]

Major Events - Dongpeng Beverage (09980) will conduct its IPO from January 26 to January 29, with an expected listing date of February 3 [1] - Zijin Mining (02899) plans to acquire 100% of Allied Gold Corporation for approximately CAD 5.5 billion [2] - AsiaInfo Technologies (01675) collaborates with ABB Robotics to establish an "Embodied Intelligence Laboratory" [3] - Dongyang Sunshine Pharmaceutical (06887) signs a strategic cooperation agreement with Shenzhen Jingtai to form a joint venture for an AI-driven drug research platform [4] - Howie Group (00501) intends to invest up to USD 50 million to subscribe for shares in Aixin Yuanzhi's initial public offering [5] - Singularity Guofeng (01280) enters a GPU distribution cooperation agreement with Muxi Co., aiming to penetrate the domestic AI computing power market [6] - Guorui Life (00108) signs a strategic cooperation memorandum with Mingzhi Medical to promote deep integration and industrial upgrading of "medical + technology + scenarios" [7] Financial Reports - Harbin Electric (01133) anticipates a net profit attributable to shareholders of approximately CNY 2.65 billion for 2025 [8] - Joyson Electronics (00699) expects an annual net profit of about CNY 1.35 billion, representing a year-on-year growth of approximately 40.56% [9] - Guotai Junan International (01788) projects an annual net profit between HKD 1.28 billion and HKD 1.38 billion, a significant increase of 265% to 293% year-on-year [10] - Tianyue Advanced (02631) forecasts annual revenue of CNY 1.45 billion to CNY 1.5 billion [11] - China Power (02380) estimates a consolidated total electricity sales volume of approximately 126 million megawatt-hours for 2025 [12] - Chalco International (02068) expects a total new contract amount of CNY 46.836 billion for 2025, a year-on-year increase of 51.94% [13]

格隆汇1月26日｜亚信科技(1675.HK)公布，昨日(25日)公司与ABB机器人联合发起的"具身智能实验 室"成立仪式举行，标志双方在Physical AI(物理AI)领域的战略合作迈入实质性落地阶段。阿里云、英伟 达出席仪式，将为实验室建设提供深度技术支撑。实验室将整合亚信科技在AI应用、5G-A通讯技术和 网络安全等方面的领先优势，ABB机器人在机器人控制方面的领先优势，基于阿里云的视觉-语言-动作 (VLA)大模型和英伟达的仿真平台，聚焦工业仿真、Physical AI等前沿方向，着力突破智能体在复杂真 实场景中的感知、决策与执行能力瓶颈，构建"技术研发-成果转化-产业落地"的全链条创新体系，多方 协作全面加速Physical AI在制造业的落地应用。 ...

Core Viewpoint - The establishment of the "Embodied Intelligence Laboratory" by AsiaInfo Technology and ABB Robotics aims to enhance capabilities in industrial simulation and Physical AI through advanced technologies [1] Group 1 - The laboratory will utilize Alibaba Cloud's Visual-Language-Action (VLA) large model and NVIDIA's simulation platform [1] - The focus will be on overcoming the limitations of intelligent agents in perception, decision-making, and execution in complex real-world scenarios [1]