人民财讯1月22日电，亚信安全(688225)1月22日公告，预计2025年度实现归属于母公司所有者的净利润 为亏损3.8亿元—5亿元，上年同期净利润为959.06万元。公司报告期内，数智业务净利润下降，主要因 运营商客户降本增效带来的压力和非经营性事项影响，其中人员结构优化发生的一次性离职补偿影响约 1.75亿元。 ...

Core Viewpoint - AsiaInfo Security (688225.SH) is expected to report a net loss attributable to shareholders for the fiscal year 2025, with projections indicating a net profit of between -500 million to -380 million yuan, representing a year-on-year decrease of 389.59 million to 509.59 million yuan [1] Financial Performance - The anticipated net profit attributable to shareholders for 2025 is projected to be between -500 million to -380 million yuan [1] - The expected net profit, excluding non-recurring gains and losses, is forecasted to be between -400 million to -290 million yuan, reflecting a year-on-year decrease of 273.74 million to 383.74 million yuan [1]

Revenue Projections - The company expects 2025 annual revenue to be between 740 million and 800 million CNY, an increase of 380.49 million to 440.49 million CNY year-on-year [3]. - In 2024, the company reported revenue of 359.51 million CNY and a net profit of 0.96 million CNY attributable to shareholders [4]. Net Loss and Profit Expectations - The projected net loss attributable to shareholders for 2025 is between 50 million and 38 million CNY, a decrease of 38.96 million to 50.96 million CNY compared to the previous year [3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be between -40 million and -29 million CNY, a decrease of 27.37 million to 38.37 million CNY year-on-year [3]. Financial Challenges - The company faced a non-cash fair value loss of approximately 124 million CNY and an increase in interest expenses of about 30 million CNY in 2025 [6]. - The smart digital business experienced a decline in net profit due to cost-cutting pressures from telecom clients, with a one-time severance cost impacting profits by approximately 175 million CNY [7]. Business Stability and Growth - The network security business remains stable, focusing on long-term technology accumulation and product innovation despite external macroeconomic pressures [6]. - The company is enhancing its AI delivery system and has seen significant growth in orders and revenue, with improved cash flow turning positive [7]. Financial Reporting and Forecast Accuracy - The financial data provided is preliminary and subject to final audited results in the 2025 annual report [9]. - The company has not identified any significant uncertainties affecting the accuracy of the earnings forecast [8].

亚信安全公告称，预计2025年营收74亿元至80亿元，同比增加38.05亿元至44.05亿元；归母净利润预亏5 亿元至3.8亿元，同比减少3.90亿元至5.10亿元；扣非归母净利润预亏4亿元至2.9亿元，同比减少2.74亿 元至3.84亿元。业绩变动主要因非现金性公允价值变动损失、并购借款利息费用增加及数智业务受运营 商降本增效和非经营性事项影响。2024年营收35.95亿元，归母净利润959.06万元。 ...

Group 1 - The software development sector experienced a decline of 2.1% on January 19, with *ST Huike leading the drop [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - The table of individual stock performances in the software development sector shows significant declines, with *ST Huike down 12.84% to a closing price of 21.52 [2] Group 2 - The main capital flow in the software development sector indicated a net outflow of 5.87 billion yuan, while retail investors saw a net inflow of 3.783 billion yuan [2] - The trading volume for *ST Huike was 189,400 shares, with a transaction value of 428 million yuan [2] - Other notable declines included Zhizhen Technology down 10.00% and Hehe Information down 6.62% [2]

Group 1 - The core viewpoint of the news is that AsiaInfo Security's stock has experienced a decline of 5.01%, with a current price of 22.92 yuan per share and a total market capitalization of 9.168 billion yuan [1] - AsiaInfo Security, established on November 25, 2014, and listed on February 9, 2022, primarily provides cybersecurity products and services to government and enterprise clients [1] - The company's revenue composition is as follows: 83.71% from intelligent business division and 16.33% from cybersecurity division [1] Group 2 - From the perspective of major fund holdings, one fund under Xinda Australia has significantly reduced its holdings in AsiaInfo Security, selling 655,700 shares and retaining 1.1955 million shares, which constitutes 3.84% of the fund's net value [2] - The fund, Xinda Core Technology Mixed A (007484), has a current scale of 623 million yuan and has achieved a year-to-date return of 16.48%, ranking 228 out of 9009 in its category [2] - The fund has also seen a one-year return of 55.11%, ranking 1729 out of 8164, and a cumulative return of 160.93% since its inception [2] Group 3 - The fund manager of Xinda Core Technology Mixed A is Xu Cong, who has been in the position for 3 years and 68 days, managing assets totaling 708 million yuan [3] - During Xu Cong's tenure, the best fund return was 38.35%, while the worst return was 20.01% [3]

Group 1 - The core viewpoint of the article is that the shareholder reduction in stake by AsiaInfo Security is a normal market behavior driven by personal funding needs, and it complies with legal regulations and reduction commitments [2] Group 2 - AsiaInfo Security responded to investor inquiries on January 15, clarifying the reasons behind the shareholder reduction [2] - The company emphasized that the reduction is strictly in accordance with legal and regulatory requirements [2] - The information provided by the company is based on previously disclosed data [2]

Group 1 - The company, AsiaInfo Security, stated that it will strictly adhere to the information disclosure regulations set by the stock exchange [2] - Investors are advised to pay attention to the company's future announcements for specific information [2]

Core Viewpoint - The company, AsiaInfo Security, is actively engaged in the large model sector, providing security and management solutions, as well as a platform and toolset for large models, targeting various industries including finance, telecommunications, government, healthcare, education, and energy [1] Group 1 - AsiaInfo Security and its subsidiary, AsiaInfo Technology, focus on offering end-to-end security protection for large models [1] - The subsidiary has achieved successful implementation of large model applications across multiple industries [1] - Revenue details related to these products will be disclosed in the company's regular reports [1]

格隆汇1月15日丨亚信安全(688225.SH)在投资者互动平台表示，公司暂无产品应用于火箭回收。 ...