方正证券此前表示，金蝶国际目前正处于“云服务为主”向“全面云服务”转型的关键阶段，目前伴随产业形态的日渐成熟，业务变现逻辑正在加强。考虑到国内制造业背景雄厚且企业数字化进程持续提速，叠加国产替代背景创造的有利竞争格局，公司在成长性上实际优于已步入成熟期的海外可比公司。Kingdee Int'l (00268) is currently up over 9%, as of the time of this report, it rose by 9.25% to 9.09 HKD, with a transaction volume of 0.274 billion HKD.
According to Zhito Finance APP, Kingdee Int'l (00268) is currently up over 9%, as of the time of this report, it rose by 9.25% to 9.09 HKD, with a transaction volume of 0.274 billion HKD.
In news, recently, Kingdee Int'l launched the first AI-native mobile application in the field of domestic enterprise management, the Cangqiong APP, which is based on its self-developed large model and AI agent technology architecture. This application is expected to lead Chinese enterprise management software into the AI-native era, accelerating the digital transformation of Chinese enterprises. Additionally, Kingdee Int'l held the 'Singapore Launch - Kingdee Cloud AI Innovation Conference and Kingdee Singapore Opening Ceremony,' officially announcing the opening of Kingdee Singapore and the completion of the datacenter.
Before, Founder Securities stated that Kingdee Int'l is currently in a critical stage of transitioning from 'cloud computing service focused' to 'full cloud computing service.' With the maturity of industrial forms, the logic of business monetization is strengthening. Considering the strong background of domestic manufacturing and the accelerating digitalization process of enterprises, combined with the favorable competitive landscape created by domestic substitution, the company's growth is actually superior to that of overseas comparable companies that have entered maturity.
