AsiaInfo's 2023 semi-annual report: a brilliant report card + AIGC layout worth looking forward to

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‍Data intelligence industry innovation service media

——Focus on digital intelligence and change business


Each company's financial report contains a clear business layout map, as well as the company's future development strategy and industry trends. On the evening of August 2, AsiaInfo Technology announced the 2023 semi-annual report, which not only showed us the company's operating conditions, but also reflected the dynamics and future development trends of the entire industry to some extent.

Next, we will discuss AsiaInfo's achievements in the past six months, and focus on its layout in large-scale models and AIGC technologies, as well as the potential impact of these technologies on its business model and future prospects.

An impressive scorecard

Let's take a look at AsiaInfo's first half report card.

In general, AsiaInfo's overall operating performance will grow steadily in the first half of 2023, while emerging businesses have shown strong growth momentum.

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Main financial indicators of AsiaInfo 

It is particularly noteworthy that in the first half of the year, newly signed orders increased by more than 20% year-on-year, which reflects the high market acceptance and customer trust of AsiaInfo's business. Operating income increased by 5.6% year-on-year, showing that the company is operating in good condition and can develop steadily in the current complex and changeable market environment. Net profit increased by 12.3% year-on-year, indicating that the company has effectively controlled costs while increasing revenue, and further enhanced profitability. At the same time, operating cash flow improved by 13.7% year-on-year, highlighting the company's efficient operating efficiency and healthy cash flow.

The performance of AsiaInfo's "three new businesses"—digital intelligence operation (smart operation DSaaS+intelligent decision-making DI), vertical industry and enterprise cloud, and network support system (OSS) business—is even more eye-catching: "three new businesses" Revenue increased by 8.7% year-on-year, and new orders increased by more than 70% year-on-year, showing the huge development potential and market demand in this field. It is worth mentioning that the proportion of revenue from "three new businesses" in the company's total revenue increased to 33.3%, which shows that the optimization of AsiaInfo's business structure has achieved results, and the contribution of emerging businesses to the company's revenue has gradually increased, which will help Gain greater advantages in future market competition.

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Proportion of AsiaInfo’s “Three New Businesses” Revenue Source: AsiaInfo

At the same time, AsiaInfo's gross profit margin in the first half of 2023 rose by 1.0 percentage points year-on-year to 34.9%, indicating that while the company is increasing its revenue, the gross profit level of its products and services has also steadily increased, which is crucial to maintaining and enhancing the company's profitability. is of great significance.

In terms of vertical industry expansion, AsiaInfo has made remarkable achievements. In strategic industries such as energy, government affairs, and transportation, revenue in the first half of the year increased by 29.4% year-on-year. Especially in the energy industry, the revenue has exceeded 100 million yuan, and the business scale has nearly tripled that of the same period last year. This reflects that AsiaInfo has a strong momentum of expansion in the energy industry and has broad market prospects. At the same time, in the transportation industry, the company won the Chongqing East Railway Station Smart Hub Project, with a project value of more than 600 million yuan. This is undoubtedly an important manifestation of AsiaInfo's deepened layout in the transportation field.

It should be emphasized that in the process of promoting the development of vertical industries, AsiaInfo adopts the expansion strategy of "standard products + solutions", which is a common and effective business model that can provide flexibility in a rapidly changing market environment balance with stability. The core logic of this model is that standard products, as the core foundation, can provide stable functional output in various industries, while solutions are customized and optimized for the specific needs of different industries.

Under this mode, enterprises can give full play to their product advantages and quickly provide services for vertical industries. When the market environment and customer needs change, enterprises can quickly adapt to market changes by adjusting solutions without making major changes to the entire product. , which improves the market response speed and adaptability of the enterprise.

Big model, AIGC worth looking forward to

To some extent, AsiaInfo's current achievements can only represent the past and present. The field of data intelligence is in full swing. If a high-tech enterprise wants to win in the future, the most important thing is to seize the opportunity of technological change. Among many emerging technologies, large-scale models and AIGC have attracted wide attention, and they are also innovative technologies with the greatest potential for industrial transformation in the field of data intelligence.

Of course, AsiaInfo is also closely following up and introducing it into its own product and service system. It can be expected that with the help of large models and the capabilities of AIGC, its multiple business scenarios will usher in significant performance improvements. Let's take business scenarios such as self-intelligent network, intelligent customer service, intelligent operation and maintenance, intelligent billing, and metaverse operation and maintenance in the communication field as examples to see the changes brought about by the large model and AIGC.

1. Self-intelligent network: optimize network performance and automate network management

The ever-increasing amount of data and the complex network environment have brought great challenges to the operation of communication networks. Using large model capabilities to predict and manage network traffic can effectively improve the efficiency of network resource utilization, reduce network congestion and failure rates, and improve user experience. The large model can also assist communication operators in automatic network management, reduce operation and maintenance costs, and improve the overall performance of the network.

2. Intelligent customer service: Abandon fixed dialogue templates and provide more humanized interaction methods

Large models and AIGC can play an important role in responding to large-scale customer inquiries, handling customer problems, and improving customer service quality.

Take intelligent customer service in the communications industry as an example. The communication industry has a huge and diverse demand for customer service, which covers basic communication services, broadband, mobile Internet, IPTV and emerging 5G, IoT and many other business directions. Each field has specific problems and solutions, which is very important for customer service. Higher requirements are put forward for personnel's knowledge reserve and problem-solving ability. Large models and AIGC can quickly grasp and deal with various business problems, greatly improving service efficiency and quality.

Moreover, the large model and AIGC have also brought revolutionary changes to the traditional "intelligent customer service" - improving the ability to understand and respond, and also have the ability to understand and deal with complex or unprecedented problems; human-computer interaction is more natural, through Abandon fixed dialogue templates, adopt more humanized interaction methods, and even provide more personalized services according to the characteristics and needs of each user, so as to provide better user experience and obtain higher customer satisfaction.

3. Intelligent operation and maintenance: more comprehensive and in-depth system monitoring, more intelligent automatic operation and maintenance

In the field of operation and maintenance, the application of large models and AIGC mainly focuses on the monitoring and management of system status, problem prediction and processing, and the automation of operation and maintenance tasks. The large model can process a large amount of system logs and performance data. Through the analysis and learning of the data, it can predict possible problems in the system and take measures in advance to ensure the stable operation of the system. In addition, some routine operation and maintenance tasks, such as system backup and recovery, can be automatically performed to further improve operation and maintenance efficiency.

4. Smart billing: more accurate billing, more in-depth user behavior analysis

In terms of communication billing, the main functions of the large model and AIGC are to process massive billing data, perform accurate billing, and strengthen user consumption data analysis. This can effectively improve billing efficiency and accuracy, and help communication operators better understand user needs, so as to formulate more effective marketing strategies.

5. Metaverse operation and maintenance: assist the operation and maintenance team to effectively manage the Metaverse

In the emerging field of metaverse, AIGC also shows strong application potential. For a scene like Metaverse that needs to process large-scale user data, perform complex calculations, and achieve high-quality user experience, large models and AIGC have natural advantages. They can effectively improve the analysis and processing capabilities of Metaverse data, assist customers in efficiently operating Metaverse business, and improve user experience.

From the above scenarios, it can be seen that the large model, AIGC's powerful data processing, intelligent analysis, and content generation capabilities can provide effective solutions for various businesses and achieve cost reduction and efficiency increase.

Undoubtedly, the introduction of large models and AIGC technology is expected to open up a blue ocean of business for AsiaInfo, significantly expand the market space, enhance service capabilities, and reach a wider market space.

Generally speaking, AsiaInfo is undergoing an important transformation, and its product line is undergoing a qualitative leap along with the development of new technologies. The close cooperation between standard products and industry solutions is expected to allow AsiaInfo to enter a wider range of industries and markets, opening up unprecedented business possibilities. The future of AsiaInfo is not a paved road, but a vast territory, waiting for it to develop and explore.

Text: Yuemanxilou  /  Data Ape

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