Core Viewpoint - AsiaInfo Technologies reported a decline in revenue due to the ongoing cost-cutting measures in the telecommunications industry, but it expects a recovery in net profit in the second half of the year [1] Group 1: Financial Performance - The company's revenue for the first half of the year was 2.598 billion yuan, a year-on-year decrease of 13.2% [1] - Gross profit reached 783 million yuan, an increase of 6.1% year-on-year, with a gross margin of 30.1%, up 5.4 percentage points [1] - The net loss for the period was approximately 48 million yuan, but the company anticipates a significant improvement in net profit for the full year [1] Group 2: Business Segments - The core business, ICT support services, experienced a revenue decline of 14.7% due to reduced investments from telecom operators [2] - New growth engines such as AI large model applications and delivery, 5G private networks, and smart operations showed significant growth, with AI applications generating approximately 26 million yuan in revenue, a 76-fold increase year-on-year [2] - The smart operations segment achieved revenue of about 408 million yuan, with a 33.4% share of revenue based on results and profit-sharing, up 6.7 percentage points year-on-year [2] Group 3: Strategic Focus and Capabilities - The company maintains stable R&D investment, with R&D expenditure of 415 million yuan, representing 16% of revenue [3] - AsiaInfo Technologies emphasizes its three key capabilities: advanced tools, deep industry understanding, and a strong delivery team, which contribute to maintaining high gross margins and effective project management [3] - The company plans to continue focusing on its core telecommunications business while accelerating growth in AI applications, 5G networks, and smart operations, expecting a strong performance in the second half of the year [3]

格隆汇7月31日丨卓创资讯(301299.SZ)在互动平台表示，公司专注于大宗商品市场数据监测、市场价格 评估、驱动因素探究、行业数据分析及研究，恪守"中立、专业、专注"的原则，为客户提供能源、化 工、农业、金属等行业的大宗商品资讯、数智、咨询、会展等服务，以提高大宗商品现货市场透明度和 交易效率为愿景。目前公司数智服务业务板块可以利用大模型加行业洞察能力为客户经营决策赋能。 ...