公募基金方面，本期较上一期持股增加的公募基金共计3个，包括信澳核心科技混合A、国新国证新锐 A、信澳聚优智选混合A，持股增加占比达0.16%。本期较上一季度持股减少的公募基金共计1个，即景 顺长城研究精选股票A，持股减少占比达0.98%。本期较上一季度新披露的公募基金共计1个，即先锋聚 优A。本期较上一季未再披露的公募基金共计8个，主要包括博时科创板三年定开混合、汇添富科创板2 年定开混合、汇添富创新活力混合A、富国中证1000指数增强(LOF)A、富国丰利增强债券A等。 2025年8月22日，亚信安全(688225.SH)发布2025年半年度报告。截至2025年8月21日，共有18个机构投 资者披露持有亚信安全A股股份，合计持股量达2.71亿股，占亚信安全总股本的67.73%。其中，前十大 机构投资者包括亚信信远(南京)企业管理有限公司、南京亚信融信企业管理中心(有限合伙)、天津亚信 信合经济信息咨询有限公司、先进制造产业投资基金(有限合伙)、北京亚信融创咨询中心(有限合伙)、 南京安融企业管理合伙企业(有限合伙)、广州亚信信安投资中心(有限合伙)、广州亚信铭安投资中心(有 限合伙)、中国互联网投资基金(有 ...

2025年8月22日，亚信安全(688225.SH)发布2025年中报。 公司股东户数为8901户，前十大股东持股数量为2.52亿股，占总股本比例为63.01%。 公司最新毛利率为36.03%，较上季度毛利率增加14.29个百分点。最新ROE为-19.80%。 公司摊薄每股收益为-0.92元。 公司最新总资产周转率为0.25次，较去年同期总资产周转率增加0.07次，实现2年连续上涨，同比较去年 同期上涨37.10%。最新存货周转率为3.03次，较去年同期存货周转率增加2.26次，实现2年连续上涨， 同比较去年同期上涨290.97%。 公司营业总收入为31.24亿元，较去年同报告期营业总收入增加24.63亿元，实现2年连续上涨，同比较去 年同期上涨372.81%。归母净利润为-3.56亿元。经营活动现金净流入为-9.25亿元。 公司最新资产负债率为49.88%，较上季度资产负债率减少0.96个百分点。 ...

Economic Information - According to the China Index Academy, as of August 2025, the debt restructuring and reorganization of 20 distressed real estate companies will exceed 12,000 billion RMB, significantly impacting the real estate sector [2] - As of August 13, the national pig price was 14.25 RMB/kg, down 1.32% from August 6, with the pig-to-grain price ratio at 5.94, a decrease of 1.33% [2] Company Alerts - Jishi Media reported a net loss of 232 million RMB in the first half of the year [5] - Dameng Data had two directors investigated within three days [5] - Kanglong Chemical's net profit for the first half of the year was 701 million RMB, a decrease of 37% year-on-year [5] - Yunmei Energy reported a net loss of 163 million RMB in the first half of the year [5] - Zhuosheng Microelectronics experienced a net loss of 147 million RMB in the first half, marking a transition from profit to loss [5] - Penghui Energy reported a net loss of 88.23 million RMB in the first half, also transitioning from profit to loss [5] - Aoxin Security reported a net loss of 356 million RMB in the first half [5] - Anyuan Coal Industry reported a net loss of 290 million RMB in the first half [5] - Guangsheng Tang reported a net loss of 66.6881 million RMB in the first half [5] - Yiyuan Lithium Energy's net profit decreased by 24.9% year-on-year in the first half [5] - Zhongtian Rocket's net profit decreased by 80.74% year-on-year in the first half [5] - Jianjie Industrial reported a net profit of 48.8658 million RMB in the first half, down 44.90% year-on-year [5] - Nanjing Chemical Fiber reported a net loss of 88.9317 million RMB in the first half [5] - Sanwei Xinan reported a net loss of 29.3858 million RMB in the first half [5] - Taiping Bird reported a net profit of 77.7116 million RMB in the first half, down 54.61% year-on-year [5] - Aerospace Power reported a net loss of 73.1243 million RMB in the first half [5] - Renhe Pharmaceutical's subsidiary product ULook brain-machine interaction smart glasses has not generated sales revenue [5] - Rhein Biotech experienced a safety incident resulting in one death and three serious injuries [5] - Guangfeng Technology's arbitration ruling is expected to reduce the consolidated profit for 2025 by approximately 91 million RMB [5] Overseas Alerts - The three major U.S. stock indices experienced slight declines, with the S&P 500 down 0.4%, marking its fifth consecutive day of decline [4] - The U.S. Department of Justice plans to investigate Federal Reserve Governor Lisa Cook and has urged Fed Chairman Powell to dismiss her [4] - According to the International Copper Study Group, a surplus of 36,000 tons in the global refined copper market is expected by June 2025 [4]

Summary of Key Points Core Viewpoint - The company announced the recognition of impairment losses and fair value changes for the first half of 2025, reflecting a cautious approach to accurately represent its financial status and operational results [1]. Group 1: Impairment Losses - The company recognized a total credit impairment loss of 82.0663 million yuan and an asset impairment loss of 54.9020 million yuan for the first half of 2025 [1]. - The total impairment provision amounted to 136.9683 million yuan, with a reversal of previously recognized impairment losses of 5.1064 million yuan [3]. - The increase in impairment provisions is attributed to the business scale growth following the acquisition of AsiaInfo Technology in November 2024, impacting the total profit by approximately 131.8619 million yuan [3]. Group 2: Fair Value Changes - The company confirmed a fair value change loss of approximately 123.2715 million yuan, primarily due to the valuation of its investment in Shanghai Fushu Technology Co., Ltd. [1][5]. - The fair value of the non-listed equity investment was determined based on the net asset value of the investee company, resulting in a loss of about 12.4 million yuan [5]. Group 3: Financial Impact - The combined effect of the impairment losses and fair value changes is expected to impact the company's total profit for the first half of 2025 by approximately 255.1334 million yuan [3][6]. - The net profit attributable to shareholders of the listed company is estimated to be around 28.08 million yuan after accounting for these adjustments [3]. Group 4: Board Opinions - The board's audit committee and independent directors agreed that the recognition of impairment losses and fair value changes complies with accounting standards and accurately reflects the company's financial situation [6][7][8].

Core Viewpoint - The company, AsiaInfo Security Technology Co., Ltd., has released its 2025 semi-annual report, detailing its financial performance, fundraising activities, and governance changes, including the cancellation of the supervisory board and the revision of its articles of association [1][23][41]. Group 1: Financial Data and Fundraising - The company raised a total of 1,220,705,100.00 RMB from its initial public offering, with a net amount of 1,122,505,866.23 RMB after deducting issuance costs [3][4]. - As of June 30, 2025, the company reported a surplus of 10,061,400 RMB from its fundraising activities, which will be permanently added to its working capital [17][18]. - The company has established a dedicated account management system for the raised funds and signed regulatory agreements with various banks [7][8]. Group 2: Governance Changes - The company has decided to abolish its supervisory board, transferring its responsibilities to the audit committee of the board of directors [23][41]. - The articles of association and related internal regulations have been revised to reflect this governance change, which aims to enhance operational efficiency [41][42]. Group 3: Operational Updates - The company has completed several fundraising projects and has adjusted the allocation of funds to ensure effective implementation of its investment projects [5][6]. - No instances of using idle funds for temporary working capital were reported as of June 30, 2025 [12][15].

Group 1 - The core viewpoint of the article is that AsiaInfo Technology (688225.SH) reported significant revenue growth but also incurred substantial net losses in the first half of 2025 [1] Group 2 - The company achieved operating revenue of 3.124 billion yuan, representing a year-on-year increase of 372.81% [1] - The net loss attributable to shareholders of the listed company was 356 million yuan [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses was 252 million yuan, with a basic loss per share of 0.9214 yuan [1]

Group 1 - The core viewpoint of the article highlights that AsiaInfo Technology (SH 688225) reported significant revenue growth in its semi-annual performance, with a revenue of approximately 3.124 billion yuan for the first half of 2025, representing a year-on-year increase of 372.81% [2] - The company reported a net loss attributable to shareholders of approximately 356 million yuan for the first half of 2025, compared to a net loss of about 192 million yuan in the same period of 2024 [2] - Basic earnings per share for the first half of 2025 were a loss of 0.9214 yuan, compared to a loss of 0.4803 yuan in the first half of 2024 [2]

亚信安全（SH 688225，收盘价：21.95元）8月21日晚间发布公告称，本次计提资产减值准备及确认公 允价值变动合计影响公司2025年上半年度合并报表利润总额约2.55亿元。上述金额未经审计，最终以会 计师事务所年度审计确认的金额为准。 （文章来源：每日经济新闻） 2024年1至12月份，亚信安全的营业收入构成为：网络安全行业占比100.0%。 ...

亚信安全科技股份有限公司2025 年半年度报告摘要 公司代码：688225 公司简称：亚信安全 亚信安全科技股份有限公司 亚信安全科技股份有限公司2025 年半年度报告摘要 第一节 重要提示 规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 公司已在报告中详细描述可能存在的相关风险，敬请查阅公司《2025 年半年度报告》第三节管理 层讨论与分析"四、风险因素"部分内容。 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 无 公司股票简况 公司股票简况 股票种类 股票上市交易所 股票简称 股票代码 变更前股票 简称 A股 上海证券交易所科创板 亚信安全 688225 / 公司存托凭证简况 □适用 √不适用 联系人和联系方式 联系人和联系方式 董事会秘书（信息披露境内代表） 证券事务代表 姓名 王震 李宝 电话 010-57550972 010-57550972 北京经济技术开发区科谷一街10号 北京经济技术开发区科谷一街10 办公地址 院11号楼13层 号院11号楼13层 电子信箱 ir@asiainfo-sec.com ir@asiainfo-sec.c ...

事会第十九次会议以现场结合通讯方式召开，本次会议通知已于2025年8月10日传 达至公司全体监事，会议应到监事3人，实到监事3人。会议的召集、召开程序符 合《中华人民共和国公司法》和《亚信安全科技股份有限公司章程》 （以下简称"《公 司章程》 "）的规定。会议审议以下事项： 证券代码：688225 证券简称：亚信安全 公告编号：2025-053 亚信安全科技股份有限公司 本公司监事会及监事会全体成员保证公告内容不存在虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 二、监事会会议审议情况 记的议案》 监事会认为：根据《公司法》 《上市公司章程指引（2025 年修订）》 （以下简称 "《章程指引》"）等相关法律、法规和规范性文件的规定，公司拟不再设置监事会 与监事，监事会的相关职能由董事会审计委员会行使，公司各项规章制度中涉及 监事会、监事的规定不再适用，并相应修订《公司章程》暨废止《监事会议事规 则》。 表决结果：同意 3 票，反对 0 票，弃权 0 票。 监事会认为：根据《公司法》 《章程指引》等法律法规和规范性文件的规定， 并结合公司实际情况 ...