智通财经APP获悉，亚信科技(01675)午后涨近6%，截至发稿，涨5.79%，报8.96港元，成交额5636.2万港元。
消息面上，亚信科技公布2024年业绩，营业收入约为人民币66.46亿元，公司权益持有人应占溢利约5.45亿元，同比增长2.23%；建议派发末期股息每股0.252港元，及特别股息每股0.160港元，合共每股0.412港元。花旗表示，亚信科技2024年下半年净利润同比增长95%至5.86亿元人民币，较花旗预测超出9%，相信得益于好过预期的毛利率和营运成本控制。
光大证券指出，公司预计2025年AI大模型交付业务营收将达2至3亿人民币；后续可触达订单规模有望达数十亿人民币，我们预计有望在2026至2027年逐步落地。公司同阿里云、百度智能云、火山引擎等基础大模型厂商深度合作，其中同阿里密切合作超8年时间。公司首先通过为行业头部客户提供高度定制化的大模型业务，建立业务标准，后期将针对行业腰部客户和长尾客户进行大模型场景复制和标品销售，实现业务快速规模化扩张。
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