证券代码：688225 证券简称：亚信安全 公告编号：2025-076 亚信安全科技股份有限公司（以下简称"公司"）于 2025 年 12 月 12 日召开 第二届董事会第二十四次会议，审议通过《关于使用部分闲置自有资金购买理财 产品的议案》，本事项尚需提交股东会审议。 亚信安全科技股份有限公司 关于使用部分闲置自有资金购买理财产品的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 基本情况 | 投资金额 | 不超过 25 亿元（含本数） | | --- | --- | | 投资种类 | 安全性高、流动性好、具有合法经营资格的金融机构销售的投资 | | | 产品（包括但不限于保本型理财产品、结构性存款、定期存款、 | | | 通知存款、大额存单等） | | 资金来源 | 自有资金 | 已履行及拟履行的审议程序 特别风险提示 尽管公司拟投资安全性高、流动性好、具有合法经营资格的金融机构销售的 投资产品，但金融市场受宏观经济影响较大，公司将根据经济形势以及金融市场 的变化适时适量介入，但不排除该项投资受到市场波 ...

亚信安全科技股份有限公司 关于2026年度控股子公司开展外汇套期保值业务的 可行性分析报告 一、公司开展外汇套期保值业务的背景及目的 在外汇环境不稳定、汇率波动较为频繁的背景下，为有效防范外币汇率波动 带来的风险，合理降低财务费用，亚信安全科技股份有限公司（以下简称"公司"） 的控股子公司亚信科技控股有限公司及亚信科技控股有限公司合并报表范围内 子公司（以下简称"控股子公司"）拟开展外汇套期保值业务。上述业务遵循合 法、谨慎、安全和有效原则，不做投机性、套利性的交易操作。 二、公司开展外汇套期保值业务的基本情况 （二）风险控制措施 1、为有效控制外汇套期保值风险，公司制定了《外汇套期保值业务管理制 度》，对外汇远期合约产品的购买及决策权限等进行规定，未经授权或审批，其 他部门和个人无权做出外汇套期保值业务的决定。 2、公司控股子公司基于规避风险为目的开展外汇套期保值业务，以具体经 营业务为依托，禁止进行投机和套利交易。 公司控股子公司拟于2026年度开展外汇套期保值业务，品种具体包括远期业 务、掉期业务（货币掉期、利率掉期）、互换业务（货币互换、利率互换）、期权 业务（外汇期权、利率期权）及其他外汇衍生产品业 ...

Core Viewpoint - The company, AsiaInfo Security (688225.SH), has decided to streamline its operations by dissolving several subsidiaries to reduce management costs and focus resources on its core business [1] Group 1 - The company will hold its second board meeting on December 12, 2025, to discuss the proposal for the dissolution of subsidiaries [1] - The subsidiaries to be dissolved include wholly-owned Beijing AsiaInfo Security Technology Co., Ltd., Nanjing AsiaInfo Juxin Enterprise Management Center (Limited Partnership), and the holding subsidiary AsiaInfo Network Technology (Nanjing) Co., Ltd. [1]

南财智讯12月12日电，亚信安全公告，公司及子公司拟使用最高余额不超过25亿元的闲置自有资金进行 现金管理，购买安全性高、流动性好、具有合法经营资格的金融机构销售的投资产品（包括但不限于保 本型理财产品、结构性存款、定期存款、通知存款、大额存单等）。资金来源为闲置自有资金。投资期 限自2026年1月1日起至2026年12月31日止，在上述额度及期限内资金可循环滚动使用。该事项已经公司 第二届董事会第二十四次会议审议通过，尚需提交股东会审议。 ...

亚信安全公告，全资子公司亚信成都拟以自有资金或自筹资金向北京云网增资9100万元。增资后，北京 云网注册资本将由900万元增加至1亿元，亚信成都持股91%，南京亚信云网科技有限公司持股9%。本 次增资旨在满足北京云网正常经营需要，促进其业务发展，提升公司整体综合竞争力。增资事项已获公 司第二届董事会第二十四次会议审议通过，尚需提交公司股东会审议。增资不会导致公司合并报表范围 变化，不会对财务状况、经营成果产生重大影响。 ...

Investment Rating - The investment rating for the industry is "Positive" (maintained) [1] Core Insights - The commercial aerospace industry is increasingly recognized as a strategic emerging industry, with growing government emphasis on its development as a key measure for enhancing national strength and seizing future technological and economic development opportunities [4][24] - The global commercial aerospace market is entering a golden era of development, driven by low Earth orbit (LEO) satellite internet, characterized by technological integration and collaborative innovation across the entire industry chain [13][22] - The competition for low Earth orbit resources has intensified, with major countries vying for satellite positions and frequency bands under the "first come, first served" principle [5][30] Summary by Sections 1. Government Emphasis on Commercial Aerospace - Commercial aerospace has been included in China's top-level design framework, marking its elevation to a strategic emerging industry in government reports [24][28] - The establishment of the Commercial Aerospace Administration and the introduction of a three-year action plan for its development highlight the government's commitment to this sector [7][28] 2. Competition for Low Earth Orbit Resources - Low Earth orbit is identified as a core strategic resource for commercial aerospace, with satellites in this orbit offering low latency and reduced signal loss, making them ideal for internet services [30][31] - SpaceX's Starlink leads the global LEO satellite constellation development, having launched over 10,203 satellites, which is 45% of all satellites launched since 1957 [5][38] - China has applied to the International Telecommunication Union (ITU) for a total of 51,300 low Earth orbit satellites, with three major constellation plans exceeding 10,000 satellites each [36][47] 3. Formation of a Comprehensive Commercial Aerospace Ecosystem - The commercial aerospace market in China is growing annually, forming a complete ecosystem that covers upstream manufacturing, midstream launch and operation, and downstream application services [6][54] - The key to scaling in this industry is "cost reduction and efficiency enhancement," with reusable rocket technology significantly lowering launch costs and shortening mission cycles [6][55] - The expansion of satellite launch sites is leading to a new phase of high-density and normalized launches [6][54] 4. Investment Recommendations - The report highlights several companies as beneficiaries of the commercial aerospace sector, including West Materials, Superjet Co., and Aerospace Power in the rocket industry chain, and companies like Zhongke Xingtou and Aerospace Hongtu in the satellite industry chain [7]

Core Insights - The global AI agent market is experiencing explosive growth, with projections indicating a market size of $11.3 billion by 2025 and nearly $50 billion by 2030 [4] - The introduction of AutoGLM by Zhiyu, an AI agent capable of mobile operations, is a significant development, allowing for complex tasks like food ordering and flight booking [2] - Major technology companies are increasing capital expenditures to accelerate the commercial application of generative AI, with Chinese cloud service providers spending approximately $45 billion over the past year [6] Market Growth - The AI agent market is expected to see a compound annual growth rate (CAGR) exceeding 30% from 2025 to 2030 in China, with the market size reaching approximately 30 billion yuan by 2030 [4] - The Chinese government's policy aims for over 70% adoption of new intelligent terminals and agents by 2027, and over 90% by 2030, positioning the intelligent economy as a key growth driver [4] Capital Expenditure Trends - Capital expenditures in the AI sector are on the rise, with a projected total of 26.53 billion yuan for 2024, reflecting a year-on-year increase of over 10% [6] - The A-share market shows a significant increase in capital expenditure among AI agent concept stocks, with a total of nearly 30.5 billion yuan spent in the first three quarters of 2025, up nearly 15% from the previous year [6] Stock Performance - The average annual increase for AI agent concept stocks in the A-share market exceeds 25%, with over half of the stocks rising more than 10% this year [7] - Eight specific stocks have seen significant institutional interest, with Shanghai Steel Union receiving over 150 institutional surveys this year [8][9] - Financing balances for AI agent concept stocks have increased by nearly 45% compared to the end of last year, indicating strong investor interest [7]

Group 1 - The core point of the article is that Asion Security reported a total of 9,271 common stock shareholders as of the end of the third quarter of 2025 [2]

Core Viewpoint - The shareholders of AsiaInfo Security (688225.SH) have announced a plan to reduce their holdings, with a total of up to 7,000,000 shares, representing 1.75% of the company's total share capital [1][2]. Group 1: Shareholder Holdings - Nanjing Anrong holds 10,809,779 shares, accounting for 2.70% of the total share capital [1] - Nanjing Anchun holds 5,223,120 shares, accounting for 1.31% of the total share capital [1] - Tianjin Yixin holds 2,228,920 shares, accounting for 0.56% of the total share capital [1] - Nanjing Xinzhi holds 761,207 shares, accounting for 0.19% of the total share capital [1] - Nanjing Jianxin holds 146,683 shares, accounting for 0.0367% of the total share capital [1] - The total shares held by these shareholders amount to 19,169,709 shares, representing 4.7967% of the total share capital [1] Group 2: Reduction Plan - The shareholders plan to reduce their holdings through centralized bidding and block trading, with a maximum of 4,000,100 shares (1.00%) through centralized bidding and 2,999,900 shares (0.75%) through block trading [2] - The reduction period is set to begin 15 trading days after the announcement and will last for three months [2] - Company directors and executives plan to indirectly reduce their holdings by up to 4,500,000 shares, representing 1.1250% of the total share capital [2] Group 3: Company Background - AsiaInfo Security was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on February 9, 2022, with an initial public offering of 40.01 million shares at a price of 30.51 yuan per share [3] - The stock reached a peak price of 41.55 yuan on its listing day but is currently in a state of decline [4] - The total funds raised from the IPO amounted to 1.221 billion yuan, with a net amount of 1.123 billion yuan, which is 85.0591 million yuan less than originally planned [4]

Group 1 - The core point of the article is that AsiaInfo Security (688225.SH) experienced a decline of 4.32% in its stock price, reaching a new low of 17.93 yuan since April 10, marking an 8-month low [1] - AsiaInfo Security announced that several entities, including Nanjing Anrong, Nanjing Anchun, Tianjin Yixin, Nanjing Xinzhi, and Nanjing Jianxin, plan to reduce their holdings by a total of up to 7,000,000 shares, which represents no more than 1.75% of the company's total share capital [1] - The reduction period for the shareholding is set to begin 15 trading days after the announcement and will last for three months [1]