Asiainfo Technologies Limited · HKEX:1675
Asiainfo Technologies — H1 2026 Earnings Presentation
16 slides from Asiainfo Technologies's earnings presentation, August 2026
Slide 1: 2026 Interim Results
2026 Interim Results AsiaInfo Technologies Limited Stock Code: 01675 August 2026
Slide 2: Contents: Operating Performance
Contents Operating Performance 2
Slide 3: Performance Overview
Performance Overview Revenue from the Telecom Core System business faced temporary pressure. Business progress slowed down due to reduced investments across the telecommunications industry, alongside cyclical and structural adjustments in spending Revenue AI Business Growth Cash Flow H1* Total Reven
Slide 4: Telecom Core System Business: Expanding from Telecommunications Services into Computing and AI Services
Telecom Core System Business: Expanding from Telecommunications Services into Computing and AI Services Ensuring existing business stability and expanding into new areas, shifting our capabilities in alignment with operator investment trends Growth Strategies & Key Projects Temporary Pressure Teleco
Slide 5: Smart Digital Operation Business: High-Speed AI Growth and the FDE Model Proves Effective
Smart Digital Operation Business: High-Speed AI Growth and the FDE Model Proves Effective Solidifying ecosystem partnerships, establishing the foundational framework for the Token operations product ecosystem, and realizing the tangible impact of the FDE model Ecosystem Partnerships and Product Depl
Slide 6: Physical AI: Operational Highlights and Ecosystem Expansion
Physical AI: Operational Highlights and Ecosystem Expansion Commercial Deployments Ecosystem Partnerships Client Portfolios Established Partnerships Signed the initial order with ABB in July, achieving a 0→1 commercial breakthrough • A Major Telecom Operator: Empowering integrated low-altitude servi
Slide 7: Smart Connectivity Product Business: Energy Private Networks operating stably, Satellite Core Network achieving commercial deployment
Smart Connectivity Product Business: Energy Private Networks operating stably, Satellite Core Network achieving commercial deployment The key to growth lies in improving the operational quality of energy private networks and driving the replication of satelli te projects H1 2026 Revenue reached Ener
Slide 8: Product & Technology Leadership
Product & Technology Leadership In 2026, R&D investment reached 3.71 Hundred Million RMB, accounting for 16.9 % of revenue, further solidifying our leadership advantages in product and technology Industry Analyst Recognition International Standards Named in the Gartner® Recognized as a Leader Ranked
Slide 9: 2026 Second-Half Business Guidance
2026 Second-Half Business Guidance: Profitability stabilizes and recovers as transformation capabilities begin to yield tangible returns Stabilize Net Profit Q3 Improve Profit Q4 Deliver on Key Operating Targets Momentum Full-Year Targets & Restore Growth Four Key Operational Priorities Profit and E
Slide 10: Contents: Financial Performance
Contents Financial Performance 10
Slide 11: Focusing on Three Core Businesses, Discontinuing Non-Core Businesses, and AI-Related Businesses Delivering High Double-Digit Growth
Focusing on Three Core Businesses, Discontinuing Non-Core Businesses, and AI-Related Businesses Delivering High Double-Digit Growth Excluding Non-Core Businesses*, Smart Digital Operation Business Smart Connectivity Product Revenue Decline Narrowed YoY Recorded High Double-Digit Business Remained St
Slide 12: Stepping Up Cost Reduction and Efficiency Initiatives to Support High-Quality Growth
Stepping Up Cost Reduction and Efficiency Initiatives to Support High-Quality Growth Continuing to optimize the workforce cost structure in 2026, while accelerating the recruitment of AI -native talent and the deployment of AI agents to enhance efficiency Cost of sales R&D expenses Selling expenses
Slide 13: Accelerating Strategic Transformation amid Temporary Profitability Pressure, with Improved Operating Cash Flow
Accelerating Strategic Transformation amid Temporary Profitability Pressure, with Improved Operating Cash Flow Net Profit Operating Cash Flow Key Operating Targets (Hundred Million RMB) (Hundred Million RMB) *Net Profit Excluding One-off Severance Q3 Improve Profit Momentum Costs -2.48* -2.02 Q4 Del
Slide 14: Thank You
Thank You 14
Slide 15: Appendix 1: Summary of Consolidated Income Statement
Appendix 1: Summary of Consolidated Income Statement RMB’000 2026/06/30 2025/06/30 Change Change (%) Operating revenue 2,198,339 2,597,875 (399,536) (15.4%) Cost of sales (1,714,386) (1,814,839) 100,453 (5.5%) Gross profit 483,953 783,036 (299,083) (38.2%) Selling expenses (183,525) (223,133) 39,608
Slide 16: Appendix 2: Summary of Consolidated Balance Sheet
Appendix 2: Summary of Consolidated Balance Sheet RMB’000 2026/06/30 2025/12/31 Change Change (%) Current assets 6,247,247 6,813,163 (565,916) (8.3%) Incl: Trade and notes receivables 1,586,200 1,811,242 (225,042) (12.4%) Contract assets 2,770,235 2,755,678 14,557 0.5% Prepayments, deposits and othe
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