消息面上，亚信科技中标中国华能集团有限公司旗下海南昌江核电二期工程（即3、4号机组）5G生产 无线网络（5G专网）建设项目。亚信科技将携手海南移动共同为3、4号机组搭建"全国产化、安全高 效、自主可控"的高品质5G专网。本次中标，为亚信科技拓展大型企业专网业务打开了新局面。 此外，日前，亚信科技将自研的数字孪生平台AISWare Digital Gemini、MaaS平台、智能体平台，与英 伟达Omniverse（一款3D 工作流和应用平台）进行集成融合，并基于亚信科技的大模型应用交付能力， 探索赋能国内制造业从"制造"向"智造"跃升的转型之路。浙商证券指出，此次与英伟达Omniverse平台 的深度集成融合，公司在通信网络、工业Know-how的优势与Omniverse物理AI能力有望深度结合，为制 造、能源等行业提供"感知-决策-控制"闭环解决方案，公司数字孪生平台有望迎来从技术底座到产业价 值的全面重构。 智通财经APP获悉，亚信科技(01675)午后转涨逾5%，截至发稿，涨3.87%，报11.82港元，成交额1.78亿 港元。 ...

消息面上，亚信科技中标中国华能集团有限公司旗下海南昌江核电二期工程(即3、4号机组)5G生产无线 网络(5G专网)建设项目。亚信科技将携手海南移动共同为3、4号机组搭建"全国产化、安全高效、自主 可控"的高品质5G专网。本次中标，为亚信科技拓展大型企业专网业务打开了新局面。 亚信科技(01675)午后转涨逾5%，截至发稿，涨3.87%，报11.82港元，成交额1.78亿港元。 此外，日前，亚信科技将自研的数字孪生平台AISWare Digital Gemini、MaaS平台、智能体平台，与英 伟达Omniverse(一款3D工作流和应用平台)进行集成融合，并基于亚信科技的大模型应用交付能力，探 索赋能国内制造业从"制造"向"智造"跃升的转型之路。浙商证券（601878）指出，此次与英伟达 Omniverse平台的深度集成融合，公司在通信网络、工业Know-how的优势与Omniverse物理AI能力有望 深度结合，为制造、能源等行业提供"感知-决策-控制"闭环解决方案，公司数字孪生平台有望迎来从技 术底座到产业价值的全面重构。 ...

天眼查资料显示，亚信科技（中国）有限公司，成立于1995年，位于北京市，是一家以从事互联网和相 关服务为主的企业。企业注册资本2604.057万美元。通过天眼查大数据分析，亚信科技（中国）有限公 司共对外投资了16家企业，参与招投标项目5000次，财产线索方面有商标信息534条，专利信息394条， 此外企业还拥有行政许可13个。 金融界2025年8月1日消息，国家知识产权局信息显示，亚信科技（中国）有限公司申请一项名为"一种 基于DPI数据的网络拥塞预测方法及相关产品"的专利，公开号CN120416168A，申请日期为2025年07 月。 专利摘要显示，本申请公开了一种基于DPI数据的网络拥塞预测方法及相关产品。首先可以确定目标网 络系统中使用用户人数占比最高的业务的为目标业务。获取目标网络系统中的目标业务的待预测网络流 量数据，并将待预测网络流量数据输入到拥塞预测模型中进行网络拥塞预测，得到状态预测结果，拥塞 预测模型基于目标网络系统中各个业务的网络流量基础数据表和网络管理基础数据表的全量数据，以及 历史业务拥塞表现标签，对Prophet模型进行模型训练得到。再输出状态预测结果。 本文源自：金融界 作者：情 ...

作者：情报员 天眼查资料显示，亚信科技（中国）有限公司，成立于1995年，位于北京市，是一家以从事互联网和相 关服务为主的企业。企业注册资本2604.057万美元。通过天眼查大数据分析，亚信科技（中国）有限公 司共对外投资了16家企业，参与招投标项目5000次，财产线索方面有商标信息534条，专利信息392条， 此外企业还拥有行政许可13个。 本文源自：金融界 金融界2025年8月1日消息，国家知识产权局信息显示，亚信科技（中国）有限公司取得一项名为"一种 推荐智能体系统、推荐方法和推荐装置"的专利，授权公告号CN119149821B，申请日期为2024年11月。 ...

金融界2025年8月1日消息，国家知识产权局信息显示，亚信科技（中国）有限公司取得一项名为"一种 UPF过负荷控制处理的方法及相关装置"的专利，授权公告号CN119255303B，申请日期为2024年12月。 天眼查资料显示，亚信科技（中国）有限公司，成立于1995年，位于北京市，是一家以从事互联网和相 关服务为主的企业。企业注册资本2604.057万美元。通过天眼查大数据分析，亚信科技（中国）有限公 司共对外投资了16家企业，参与招投标项目5000次，财产线索方面有商标信息534条，专利信息392条， 此外企业还拥有行政许可13个。 本文源自：金融界 作者：情报员 ...

浙商证券（601878）认为，英伟达Omniverse平台有望在物理AI时代的加速渗透，构建全新的工业生态 系统，为各行各业带来以智能体和机器人为核心的下一代AI的变革。此次与英伟达Omniverse平台的深 度集成融合，公司在通信网络、工业Know-how的优势与Omniverse物理AI能力有望深度结合，为制造、 能源等行业提供"感知-决策-控制"闭环解决方案，公司数字孪生平台有望迎来从技术底座到产业价值的 全面重构。 亚信科技(01675)盘中涨超9%，截至发稿，涨6.17%，报11.34港元，成交额2.24亿港元。 消息面上，日前，亚信科技将自研的数字孪生平台AISWare Digital Gemini、MaaS平台、智能体平台， 与英伟达Omniverse(一款3D工作流和应用平台)进行集成融合，并基于亚信科技的大模型应用交付能 力，探索赋能国内制造业从"制造"向"智造"跃升的转型之路。亚信科技表示，公司将进一步深化其数字 孪生平台与英伟达Omniverse的集成，聚焦工业制造等行业，积极开拓市场、创建解决方案、推进项目 实施交付，赋能国内外更多客户。 ...

智通财经APP获悉，亚信科技(01675)盘中涨超9%，截至发稿，涨6.17%，报11.34港元，成交额2.24亿港 元。 消息面上，日前，亚信科技将自研的数字孪生平台AISWare Digital Gemini、MaaS平台、智能体平台， 与英伟达Omniverse（一款3D 工作流和应用平台）进行集成融合，并基于亚信科技的大模型应用交付能 力，探索赋能国内制造业从"制造"向"智造"跃升的转型之路。亚信科技表示，公司将进一步深化其数字 孪生平台与英伟达Omniverse的集成，聚焦工业制造等行业，积极开拓市场、创建解决方案、推进项目 实施交付，赋能国内外更多客户。 浙商证券认为，英伟达Omniverse平台有望在物理AI时代的加速渗透，构建全新的工业生态系统，为各 行各业带来以智能体和机器人为核心的下一代AI 的变革。此次与英伟达Omniverse平台的深度集成融 合，公司在通信网络、工业Know-how的优势与Omniverse物理AI能力有望深度结合，为制造、能源等行 业提供"感知-决策-控制"闭环解决方案，公司数字孪生平台有望迎来从技术底座到产业价值的全面重 构。 ...

Group 1 - The core point of the article is that AsiaInfo Technology has won a bid for the construction of a 5G production wireless network for the Hainan Changjiang Nuclear Power Phase II Project (Units 3 and 4) under China Huaneng Group [1] - AsiaInfo Technology will collaborate with Hainan Mobile to build a high-quality 5G private network for the nuclear power plant, ensuring full scene coverage, domestic equipment, extreme security protection, and customized devices [1] - The 5G private network will support mobile internet services at the nuclear power station and provide communication assurance for intelligent construction [1]

Group 1 - The core viewpoint is that AsiaInfo Technology is integrating its self-developed digital twin platform AISWare Digital Gemini and other platforms with NVIDIA Omniverse to facilitate the transformation of domestic manufacturing from "manufacturing" to "intelligent manufacturing" [1] - AsiaInfo's digital twin platform is a versatile application development tool that integrates various technologies such as big data, IoT, GIS, 3D, and AI to provide comprehensive support for multiple scenarios including network, industrial manufacturing, and urban governance [1] - The integration with NVIDIA Omniverse allows developers to incorporate advanced rendering and simulation technologies into industrial software tools, enhancing the capabilities of the digital twin platform [1] Group 2 - The accelerated delivery of large model applications is enabling AI to be implemented in industrial scenarios, allowing clients to construct virtual environments for training and planning real-world production activities [2] - AsiaInfo has assisted several manufacturing enterprises in utilizing large models for predictive maintenance and automated production scheduling, indicating a strong market presence [2] - AsiaInfo ranks among the top six large model application delivery suppliers in China, recognized for its capabilities across seven key areas including consulting, infrastructure, and operational management [2] Group 3 - AsiaInfo Technology is a leading provider of comprehensive digital intelligence capabilities in China, with a strong background in critical information infrastructure [3] - The company is focusing on three growth engines: AI large model applications, 5G private networks, and digital operations, which are expected to drive future growth [3] - Projected net profits for AsiaInfo from 2025 to 2027 are estimated at 453 million, 706 million, and 820 million yuan, with corresponding growth rates of -17%, 56%, and 16% [3]

Summary of the Conference Call on AsiaInfo Technology Company and Industry Overview - The conference call focused on AsiaInfo Technology, a company engaged in AI large model applications, particularly in collaboration with Alibaba and NVIDIA, targeting sectors such as aviation and mining [2][3][5]. Key Points and Arguments Collaboration with Alibaba - AsiaInfo Technology leads over 60% of existing projects with Alibaba and is prioritized for new projects due to successful past collaborations [2][5]. - The partnership aims to enhance AI large model applications, with successful implementations in clients like China International Airlines and Zijin Mining [2][3]. Partnership with NVIDIA - AsiaInfo has established a deep collaboration with NVIDIA, becoming a delivery partner for its software division, focusing on industrial simulation and optimization [2][6][9]. - The Omniverse platform from NVIDIA is utilized to reduce simulation costs and enhance the delivery of AI large models [2][8]. Market Demand and Growth - Since 2024, AsiaInfo has seen significant growth in AI large model delivery, with nearly 50 new business opportunities, including several multi-million dollar projects [3][4]. - The company expects to deliver over 100 million in large models this year, with potential growth to 200 million in the second half [3][27]. Industrial Applications and Challenges - The application of large models in the industrial sector focuses on diagnostics and optimization, leveraging expert knowledge to improve decision-making stability [8][21]. - Challenges remain in achieving objective optimization due to high costs associated with trial-and-error in real production environments [8]. Product Offerings and Solutions - AsiaInfo has developed various solutions packaged with Alibaba's integrated machines, including financial models and marketing assistants, successfully implemented in clients like Jiangsu Electric and CNOOC [2][14][15]. - The financial model can automate report generation for companies with extensive subsidiaries, significantly reducing manual workload [15]. Future Market Trends - The market for integrated machines is shifting towards practical applications rather than mere technological experimentation, with Alibaba offering various configurations to meet diverse enterprise needs [11][14]. - AsiaInfo plans to continue expanding its partnerships and enhancing its delivery capabilities, aiming for a strong presence in the global market [13][17]. Additional Important Insights - AsiaInfo's experience in digital twin projects over the past five to six years has equipped it with a comprehensive delivery system, enabling effective utilization of NVIDIA's Omniverse engine [22]. - The company is also focusing on addressing AI hallucination issues in model delivery, achieving over 85% accuracy in recent projects [25][26]. - The competitive landscape is expected to evolve, with a focus on acquiring high-quality clients among the Fortune 500 and top Chinese companies [30][31]. This summary encapsulates the critical insights from the conference call, highlighting AsiaInfo Technology's strategic partnerships, market growth, and future outlook in the AI large model application space.