Asiainfo Technologies' 2025 Business Report: Keeping Steady with the Rhythm of the Times, AI Ecosystem Business Growing by Multiple Factors

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On March 23, 2026, AsiaInfo Technologies Holdings Limited (hereinafter referred to as “AsiaInfo” or “the Company,” stock code: 1675 HK) announced its full-year results for the year ending December 31, 2025.

2025 was a year of deep industry economic adjustments and accelerated technological paradigm shifts. The company faced ongoing efforts by telecom operators to cut costs and improve efficiency, cyclical and structural adjustments in IT investment cycles, and a significant decline in investment scale. It increased efforts to expand emerging AI businesses, promoted the deep integration of traditional businesses with “AI+” technologies, and pushed for business transformation and upgrading.

The company established an “AI-first” core strategic vision for the future, with the mission to “connect the intelligent world and safeguard digital intelligence connectivity,” and the vision to “nurture a thriving digital intelligence ecosystem.” It laid out a new blueprint for the “Intelligent Body Internet,” building three major business systems: “Operator Core Systems,” “Smart Data Operations,” and “Smart Connection Products.” Meanwhile, it deepened strategic collaboration with AsiaInfo Security, integrating security capabilities natively to strengthen the foundation of digital security in the era of intelligent bodies.

During the reporting period, the company’s total revenue was approximately RMB 6.302 billion, with an adjusted net profit of RMB 273 million, maintaining profitability resilience. The company’s operating cash flow had a net inflow of RMB 407 million, with significantly improved receivables, providing solid financial support for strategic transformation.

Operator Core Systems Business: Stabilizing growth and continuous efficiency improvements

In 2025, the company focused on the existing telecom market while expanding into new regions and acquiring new customers, effectively offsetting the downward pressure on traditional businesses, achieving total revenue of about RMB 4.782 billion.

The company seized incremental demand in the telecom market, leveraging opportunities in consolidation and localization, achieving full coverage of CRM/Billing projects across all provinces for a certain operator; actively pursued “AI+” innovative projects, securing over 100 AI-related projects including the Zhizhi platform and intelligent assistant; promoted the implementation of data ontology in over 10 provinces; supported operators in evolving toward AN L4, with network operation support systems making breakthroughs in Zhejiang, Yunnan, Jiangsu, and other provinces; focused on strategic regional expansion, with orders in Hong Kong and Macau exceeding RMB 180 million; deepened engagement with new operator clients such as China Tower, with orders exceeding RMB 20 million across 8 provinces, and a satellite operator order over RMB 14 million.

Looking ahead, the company will focus on three major growth points: new businesses, new regions, and new clients, while simultaneously implementing efficiency-enhancing measures. It aims to capture incremental opportunities in operator innovation and computing power services; use Hong Kong as a gateway to deepen presence in Hong Kong and Macau and expand into international telecom markets; and explore new client opportunities with China Tower, Xingwang, and China Broadcasting.

Additionally, the company will optimize resource allocation by proactively shutting down and transferring low-margin businesses, divesting some inefficient government and enterprise ICT projects, and traditional businesses heavily reliant on labor. It will implement the “AI First” strategy, leveraging AI tools to improve internal operational efficiency, aiming to boost AI coding efficiency by 20-30%, thereby reducing costs and increasing efficiency.

Smart Data Operations: Ecosystem win-win and moving toward a compound business model of digital intelligence assets

In 2025, revenue from smart data operations reached RMB 807 million, a strong year-on-year growth of 34.1%, accounting for 12.8% of total revenue, becoming a key growth driver.

In ecosystem cooperation, the company established strategic partnerships exceeding three years with leading firms such as Alibaba, Volcano, Kimi, NVIDIA, and ABB. Orders from Alibaba and Volcano for large model ecosystems grew explosively, over 41 times.

In the field of intelligent manufacturing, the company actively seized the new opportunity of AI intelligent manufacturing, reached a strategic cooperation with global industrial robot leader ABB, jointly established a physical intelligent joint laboratory, integrating AsiaInfo’s 5G-A communication, cybersecurity, and AI applications with ABB’s robotic automation technology. Based on Alibaba Cloud’s large models and NVIDIA’s accelerated computing technology, the company optimized training, forming an innovation chain of “technology R&D +成果转化+产业落地,” creating repeatable and scalable scenario-based solutions, and vigorously promoting the large-scale application of Physical AI in the industrial field.

Looking ahead, the company will focus on three major growth points: intelligent body services and operations, ecosystem win-win, and manufacturing industry Physical AI. It will follow the growth trend of Token consumption, actively build an AI business ecosystem, increase its Token share within ecosystems like Alibaba and Volcano, and establish a business model of digital intelligence assets’ compound interest around the ecosystem. It will achieve ecosystem win-win with partners such as Alibaba, Volcano, and NVIDIA, focusing on industries like energy, retail, and manufacturing, growing alongside ecosystem development. It will also deploy AI for smart manufacturing with ABB and others, based on “AI Brain + Industrial Robots,” accumulating digital intelligence assets in the industrial AI field, and capturing the stock transformation and incremental markets of industrial robots’ Physical AI to achieve growth. It is estimated that from 2026 to 2030, the cumulative market space for ABB’s Physical AI products could exceed RMB 2.4 billion.

Smart Connection Products: Driven by standard products, expanding satellite internet, seizing high ground for growth

In 2025, driven by energy and aerospace connectivity, the smart connection products business grew steadily, with annual revenue of RMB 125 million, up 6.2%.

The energy connectivity business remains a leader in 5G private networks, holding the top position in the nuclear power market, achieving full coverage of major domestic power generation groups including China Huaneng Group, expanding capacity at Zhangzhou Nuclear Power Plant, and signing contracts with MengNeng Group to break into local power markets. It won the bid for China Broadcasting Network’s ToB 5G private network procurement with the largest share and became a regular supplier of China Mobile’s customized core network, marking key recognition in the 5G private network market.

The aerospace connectivity business achieved key breakthroughs, establishing strategic cooperation with Yuxin, deploying satellite internet, completing payload base station PoC verification and First Call, founding TIA Lab for joint innovation, and participating in Yuxin’s second-generation satellite planning; collaborating with China SatNet on operational systems and satellite business platforms, actively participating in top-level planning. The commercial deployment of products has shown significant results, including the launch of China’s first AI-RAN product RANvolution V1.0, which was selected for the OMDIA global 5G private network vendor radar, and inclusion in Gartner’s “Magic Quadrant” for 4G and 5G private network services as a Niche Player. The private network products for mining and industry have received industry certification, and the XuDabao project completed verification of the “Private Network Permanent Connection” solution.

Looking ahead, the company will focus on two growth engines: energy connectivity and aerospace connectivity, with three core growth areas: first, deepening market coverage in energy generation, especially nuclear and renewable energy; second, seizing opportunities in emerging sectors like satellite internet and low-altitude economy, advancing satellite payload products and expanding applications in transportation, maritime, and emergency safety; third, proactively preparing for 6G sensing, wireless communication, and integrated space-ground networks, as well as 6G core network R&D to build long-term growth momentum.

Technology R&D: Strengthening product technological leadership in “Cloud & Network” and “Digital Intelligence”

In 2025, AsiaInfo focused on three core product systems: “Cloud & Network,” “Digital Intelligence,” and “IT,” promoting evolution toward AI Native, Agent, and Ontology, increasing R&D investment, and strengthening成果转化, providing solid product and technological support for the “AI First” strategy, and helping various industries improve quality and efficiency through digital intelligence transformation.

In the “Cloud & Network” field, international influence continued to grow, with fruitful results. The company joined the AI-RAN Alliance, promoting AI Native development for 5G private networks and OSS; was selected for the OMDIA report, winning international awards such as the Glotel Awards and GTI Awards, with joint成果获WCA、TM Forum卓越大奖。此外，多款产品获中国电子学会、通信学会科技奖，5G网络智能化产品体系连续4年入选Gartner矩阵，4G和5G专网服务入选Gartner全球“4G和5G专网服务魔力象限”Niche Player象限；联合伙伴发布AI-RAN白皮书与AI原生RAN基站，助力网络能力升级。

In the “Digital Intelligence” field, the company has achieved international leadership in communication AI and domestic leadership in data and industry AI. It has built an industry large model product system consisting of “two large model platforms + five industry large models + N industry intelligent tools,” with 362 cases implemented throughout the year. It has been listed in Gartner’s global “Communication Service Provider Customer and Business Operations AI Capabilities Magic Quadrant” for two consecutive years as a leader; ranked among the top six Chinese large model application delivery vendors; added innovative products such as the Digital Intelligence Ontology Platform, and launched the “Ontology Open Source Plan.” In the power industry, it partnered with Alibaba Cloud to develop China’s first multi-modal industry large model project with a scale of over RMB 100 billion, enabling intelligent diagnosis and health prediction of power equipment; collaborated with Tianjin Unicom to create the country’s first “AI Large Model + Intelligent Agent” smart number lookup system, setting a benchmark for the industry’s intelligent transformation.

In the “IT” field, the company is building a new infrastructure for intelligent applications, promoting the deep integration of AI Native general IT product systems, providing core capabilities such as intelligent computing control and inference acceleration, upgrading DevOps capabilities, and constructing SDLC (Software Development Lifecycle) intelligent agents; jointly launched with AsiaInfo Security an AI Gateway Security Edition, which was listed among China’s Top 100 AI Intelligent Agents; its digital twin products became the only Chinese enterprise included in Gartner’s related report on AI software intelligence capabilities. Turing Intelligence Development Suite became one of the first products nationwide to pass China Academy of Information and Communications Technology’s “Trusted AI” software intelligence capability level 3 assessment, demonstrating industry-leading expertise in AI software intelligence.

Meanwhile, the company actively participates in the formulation of international and domestic standards, contributing to 384 standards in total, with 54 new standards added in 2025; obtained 110 software copyrights, 83 patents, and filed 85 patent applications, continuously enriching its intellectual property reserves, strengthening core technological barriers, and enhancing its industry influence.

Future Outlook: Moving toward a new frontier of the intelligent body internet

Dr. Tian Suning, Chairman of AsiaInfo, stated that looking ahead, AsiaInfo will leverage its comprehensive “data, intelligence, connectivity, security” capabilities, holding three key “tickets”: deepening strategic engagement with the telecom operator market, actively participating in intelligent data operations, and making breakthroughs in next-generation intelligent connection products. The company aims to rapidly advance into the new realm of the intelligent body internet. Meanwhile, with the resilience of a “long-termist” and the passion of an “entrepreneur,” AsiaInfo will transform from a “customized, service-oriented business model” into a “leading provider of intelligent connection, digital intelligence operations, and professional services for high-growth enterprise clients in the era of the intelligent body internet.”