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 ...

Core Viewpoint - AsiaInfo Technology (01675) has seen a significant stock price increase, attributed to its integration of self-developed digital twin platform AISWare Digital Gemini and other platforms with NVIDIA's Omniverse, aiming to enhance the transformation of domestic manufacturing from "manufacturing" to "intelligent manufacturing" [1] Group 1: Company Developments - AsiaInfo Technology's stock rose over 9% during trading, currently up 6.17% at HKD 11.34, with a trading volume of HKD 224 million [1] - The company plans to deepen the integration of its digital twin platform with NVIDIA's Omniverse, focusing on industrial manufacturing and actively expanding its market presence [1] - AsiaInfo Technology aims to empower more domestic and international clients through the integration of its platforms and solutions [1] Group 2: Industry Insights - Zheshang Securities believes that the integration with NVIDIA's Omniverse platform will accelerate penetration in the physical AI era, creating a new industrial ecosystem [1] - The combination of AsiaInfo Technology's advantages in communication networks and industrial know-how with Omniverse's physical AI capabilities is expected to provide closed-loop solutions for industries such as manufacturing and energy [1] - The digital twin platform is anticipated to undergo a comprehensive reconstruction from a technological foundation to industrial value [1]

Core Viewpoint - Aisino Technology (01675) has seen a significant stock price increase, attributed to its integration of self-developed digital twin platform AISWare Digital Gemini and other platforms with NVIDIA's Omniverse, aiming to transform the domestic manufacturing industry from "manufacturing" to "intelligent manufacturing" [1] Group 1: Company Developments - Aisino Technology's stock rose over 9% during trading, currently up 6.17% at HKD 11.34, with a trading volume of HKD 224 million [1] - The company is focusing on deepening the integration of its digital twin platform with NVIDIA's Omniverse, targeting industrial manufacturing and actively expanding its market presence [1] - Aisino Technology aims to create solutions and advance project implementation to empower more domestic and international clients [1] Group 2: Industry Insights - Zheshang Securities believes that the integration with NVIDIA's Omniverse platform will accelerate penetration in the physical AI era, creating a new industrial ecosystem [1] - The collaboration is expected to provide a closed-loop solution of "perception-decision-control" for industries such as manufacturing and energy, leveraging Aisino's advantages in communication networks and industrial know-how [1] - The digital twin platform is anticipated to undergo a comprehensive reconstruction from a technological foundation to industrial value [1]

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.

Investment Rating - The report maintains a "Buy" rating for the company [4] Core Insights - The company is integrating its self-developed digital twin platform, AISWare Digital Gemini, with NVIDIA Omniverse to enhance its product capabilities in the AI era, aiming to transform domestic manufacturing from "manufacturing" to "intelligent manufacturing" [1][2] - The digital twin platform has been recognized across various fields, having won international awards and passed evaluations for low-code platforms, indicating its leading position in the domestic digital twin sector [2] - The integration with NVIDIA Omniverse is expected to elevate the company's digital twin platform, creating a new industrial ecosystem centered around physical AI, which will provide comprehensive solutions for industries such as manufacturing and energy [2] - The company has accelerated its layout in AI large model delivery since 2023, successfully delivering over 30 large model projects in various sectors, with total order values exceeding 50 million yuan [3] - The financial forecast estimates the company's revenue for 2025-2027 to be 6.915 billion, 7.461 billion, and 8.269 billion yuan, respectively, with net profits projected at 571 million, 674 million, and 777 million yuan [4][10] Summary by Sections Digital Twin Platform - The AISWare Digital Gemini platform serves as a crucial part of the company's IT product system, enabling users to design and operate various digital twin applications across multiple sectors [2] - The platform has been successfully implemented in smart parks, digital villages, and event communication support, showcasing its practical applications [2] Integration with NVIDIA Omniverse - The collaboration with NVIDIA Omniverse aims to leverage synthetic data for training robots, facilitating a seamless transition from virtual to real-world industrial tasks [2] - This integration is anticipated to create a closed-loop solution for industries, enhancing the company's technological foundation and industrial value [2] AI Large Model Delivery - The company has made significant strides in AI large model delivery, with a comprehensive approach covering demand analysis, consulting, product development, implementation, and operational maintenance [3] - The successful application of large models in various manufacturing scenarios is expected to accelerate AI adoption in the industry [3] Financial Projections - The report maintains previous profit forecasts, with expected revenue growth and net profit increases over the next three years [4][10]

Investment Rating - The report maintains a "Strong Buy" investment rating for the company [3] Core Insights - The company has integrated its self-developed digital twin platform, AISWare Digital Gemini, with NVIDIA Omniverse to empower the digital transformation of the manufacturing industry [1][7] - The company is recognized as one of the top six "large model application delivery suppliers" in China, showcasing its capabilities across various sectors [7] - The company aims to enhance its AI capabilities to address fluctuations in BSS business and increase OSS business share, focusing on three growth engines: AI large model applications, 5G private networks, and digital operations [7] Financial Data and Valuation - Total revenue is projected to decline from 7,913 million in 2023 to 6,646 million in 2024, followed by a recovery to 7,141 million in 2025, with a growth rate of 7% [2][13] - The net profit attributable to shareholders is expected to decrease from 533 million in 2023 to 453 million in 2025, with a significant rebound to 706 million in 2026 [2][13] - The company's PE ratio is forecasted to rise from 19.7 in 2023 to 23.3 in 2025, before decreasing to 12.9 by 2027 [2][13] Stock Performance - The company's stock has shown strong absolute performance, with a 40% increase over one month, 141% over six months, and 181% over twelve months [5] Key Financial Ratios - The company’s gross margin is projected to remain stable around 35.8% to 37.6% from 2023 to 2027 [13] - The return on equity (ROE) is expected to improve from 8.1% in 2023 to 10.5% in 2027 [13] - The asset-liability ratio is forecasted to decrease from 41.5% in 2023 to 39.5% in 2027, indicating improved financial stability [13]