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亚信科技年报 2024

2025-03-28港股财报M***
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亚信科技年报 2024

2024 384976 21012141624 94100101103104106196 2018121919932090 20241231 BSSOSS5GAIIT 202411 8 116 12827 1231 4 77334 202411 820253 10 1833903 112 1675 www.asiainfo.com Harneys Fiduciary (Cayman) Limited4th Floor, Harbour Place103 South Church StreetPO Box 10240Grand Cayman, KY1-1002Cayman Islands 993501 202411 8 Craigmuir ChambersRoad Town Tortola, VG1110British Virgin Islands 10100193 183171712–1716 108 AIAI5GAI+ 2024BSS 66.4615.8%BSS40.4618.9%25.9910.3%39.1% AI37.4%5.167.8% 20240.2520.1600.412 OSS 6GBSS AI AI++2024AIAI100AIAIAIAIDeepSeek V3R1DeepSeek+++50 HKTOSSOSSOSSOSS2024BSS39.4819.1%OSS8.181.8% 2024ISV ++AI2024AI+ 35% 202490% 300% 202411.060.4%16.6%25.4% 20245GAI105G 5G5G345G252024125G—5G1520245G502.1 20245G9.656.7610.2% 200++ POC (Proof of Concept)DeepSeek 2024 2024IT 5G5G ToBOMDIANetworkXAN EvoL420253MWC5GGTI Awards(Market Development & Business Value Award) 100GartnerForrester ITPaaSAI NativeAI Infra3GPPITU9602025G-A/6GAI-RANAlliance(AI)(RAN)5G OSSOpen AI Native ESG20245G5G700MHZ 5G20282024AI 2024ESG 50 2025AI5G AIM BSSOSSAI+OSS AI 5G5G+AI5G5G5G5G AIAI+ 2024AIAI5G 66.4615.8%40.4618.9%25.9910.3%39.1%5.160.7%7.8%1.3 202411.060.4%16.6%2.625.4%1.4 —35%+90%+ Hi-AgentISVAI 202435% 2024SCRM90% 2024300% 2024 1030.0%6.765G 5G—502.1 5G20245G502.1202460%345G255G5G5G5G5G15700MHz5G2024Network X 20245G 8202430 —30 OSS 2024Capex40.4618.9%OSS8.181.8% AI AI2024AI100AIAIDeepSeekV3R1DeepSeek+++50 HKTOSSOSSOSS 2024IT 5G5GToB5GLANP5GOMDIANetworkXGartnerGartnerIT5GAI NativeAN EvoL4GenAITMF DeepSeek+++100GartnerAI(Leaders)•ForresterMaaSGartnerForresterAIOpsAI ITPaaSAI NativeAI InfraGartnerIDC 3GPPITU ETSI IEEE TMF O-RAN9330202460TMFAI4DEMworkstream3GPP SA5 RedCap1220245AI-RAN AllianceAIRAN5G OSSOpen AI Native5G-A/6G 20255G AIMBSSOSSAI 5G5G+AI5G5G5G5G AIAI++AI 2024 202466.46202378.9115.8%25.99202328.9910.3%39.1%2.4 202424.84202329.7516.5%37.4%202337.7%0.35.1620235.120.7%7.8%20236.5%1.3 20240.6020230.583.4% 20241.0420235.82117.8% 2024AI66.46202378.9115.8%25.99202328.9910.3%39.1%202336.7% BSS2024BSS39.48202348.8119.1%59.4%202361.9% 5G2024OSS8.1820238.321.8%12.3% 202411.06202311.020.4%16.6% 20245G6.7620239.6530.0%10.2% 202441.62202349.1515.3% 202424.84202329.7516.5%37.4%202337.7%0.3 20245.2620236.2415.7%7.9%20237.9% 20243.3420233.262.3%5.0%20234.1% AI5G20249.05202310.9517.3%13.6%202313.9% 20240.7020231.2644.6%2023 20245.1620235.120.7%7.8%20236.5%1.3 0.2520.23320230.4120.3730.1600.14820231240.6000.545 20241231105.0020231231112.857.0%38.592023123146.8517.6%41.772023123141.091.7%66.412023123166.000.6% 2024123119.322023123119.3220102024 202412312.01202312311.7316.3% 2024123120.652023123115.1336.5%105.5202364.5 2024123129.322023123131.065.6%202412312.94202312312.1338.3% — 202412311.79202312313.6350.6%5% 202412312.75202312311.02170.6% 2024123111.04202312319.9411.1%92.0202356.3 2024123120231231120231231 1100% 20241.0420235.82117.8% 20243.1620234.5130.0% 202412.0820233.54241.5% 20241231 2024 20081201622006320166(MasterCard Incorporated)2005420077 62199424IT —688225199920065200082007720054200772006720078201972018620201020166201832008720157 2004202440 19931219887 120201201720202017122017 ICT&2017ICT201920212023FinanceAsia2022ASIA’SBEST COMPANIES 612017820167 2420069201682005920167200262005920142016True Corporation Public Company Limited 1996198671994820056 201812018 Gen DigitalEMCEMC3Com(Alcatel) 682024118IT 20215202256009832021520221120151220212(VMware)VMware 19821984 6020186202312282014119 200582011320178 2003420107AsiaInfo-Linkage, Inc.2010720056 19909 652024118IT —68822520142020956 1983 59200830 19892005(FCCA) 5320209219996 DICT19942003 52202092201092018120066201092002220066200012002 2199682000119962006 5920181219(Institutefor AI Industry Research,AIR)2014 92019 1016 (National Academy ofInventors, NAI)199731IEEE Fellow2004IEEE Fortescue Metals Group Ltd.WPP PLCHorizon Robotics 6050011Apollo(The UnitedNations Development Programme, UNDP) 198371986119902• 72012820128201492014920161198310 7420181219 20175201812InternationalGeniusCompany201612021112015620218 19827 3119927199571995 201132017112012720171219822004 6720209239200262011220072010 672024118 198272001920092004 19754 1995520026 5620174 2017424142002720173 199061995420065 572011420152 2217 1989720076 1998920029UT 542002820171 32IT2320028202112 19917 IEEE Fellow 2023CCA2023CCF2021202320202017IEEE2017OSS/BSS201720162015 IEEEIEEE,ETSI—6G 4320187 ICTFellow202211IEEEFellowIEEE Fellow 20172023Top 1002019 TMForum20212022CCF 6016018013 36 40% 201940% 0.2520.2330.1600.1480.41220230.4120.373 20231240.6000.545 196197 30.9%202332.7%14.2%202314.5% 17.9%202314.3%4.6%20234.3% 5% ESG 12 28 376.33202311.28 202411 8202411 8 202411 820249 29202411 8202411 8202531020253 10 202411 8202411 8 14.18 14.2 202411820249202024920202492020249233.09D202531020252173.09D 3.133.13 2024 12,8682023123113,577 4855%1,