Group 1: Financial Performance Forecast - The expected revenue for Kingdee International is projected to be between 6.9 billion to 7.044 billion yuan, representing a year-on-year growth of 10.3% to 12.6% [1][5] - The forecasted net profit ranges from 71 million to 201 million yuan, indicating a significant year-on-year increase of 150.0% to 241.8% [1][5] - The adjusted net profit is anticipated to be 155 million yuan [1][5] Group 2: Subscription and Revenue Growth - The subscription ARR reached 3.86 billion yuan with a net addition of 130 million yuan, indicating stable incremental growth [3][7] - The NDR performance for various products is stable, with figures of 105% for Cangqiong & Xinghan, 95% for Xingkong, 93% for Xingchen, and 88% for Jingdouyun [3][7] - Cloud subscription revenue grew by 22.1% year-on-year, while ARR increased by 18.5% [8] Group 3: Market Position and Expansion - Kingdee International maintains a leading market share of 15.7% in the low-code and no-code software market, with a market size of 2.29 billion yuan, expected to grow to 12.98 billion yuan by 2029 [4][8] - The company has signed a cooperation agreement with Malaysia's revitalization group, marking its direct engagement with local enterprises, with expectations for overseas revenue to increase to 5%-10% [3][4] - Kingdee has consistently ranked first in multiple segments, including SaaS ERP and financial cloud, for 21 consecutive years [4][8] Group 4: AI Integration and Financial Metrics - The company has embraced AI, with contracts related to AI exceeding 150 million yuan, and has launched several AI-native intelligent agents [8] - In the first half of 2025, Kingdee achieved revenue of 3.192 billion yuan, reflecting a year-on-year growth of 11.24%, while the gross profit margin increased by 2.38 percentage points [4][8] - The balance of contract liabilities grew by 24.7% year-on-year, indicating strong future revenue potential [8]

Group 1 - Major tech stocks in Hong Kong experienced a decline, with notable drops of approximately 4% for companies such as NetEase, Meituan, Bilibili, and Trip.com, while Baidu and Tencent fell over 3% [1][2] - The Hang Seng Index saw a broader market downturn, with a decline of 1% and the Hang Seng Tech Index dropping by 1.87% [2] - Specific stock performance included Kingdee International down by 4.98%, NetEase down by 4.15%, and Meituan down by 4.11%, among others [3]

Core Viewpoint - The Hang Seng Index rose by 0.31%, while the Hang Seng Tech Index increased by 0.9% [1] Group 1: Company Performance - Bilibili saw an increase of over 5% in its stock price [1] - Tencent Music, Xiaomi Group, and Kingdee International each rose by over 4% [1] - BYD Company, WuXi Biologics, and New Oriental Education experienced gains of over 3% [1] Group 2: Company Declines - Pop Mart International fell by over 5% [1] - China Life Insurance declined by nearly 4% [1]

Core Viewpoint - The BoShi Hong Kong Internet ETF (159568) has shown positive performance since its inception, with significant increases in both share count and fund size in 2025 [1][2]. Fund Performance - As of February 11, 2024, the BoShi Hong Kong Internet ETF closed with a gain of 0.78%, with a trading volume of 53.48 million yuan [1]. - The fund was established on February 8, 2024, with a management fee of 0.50% and a custody fee of 0.10% [1]. - The latest share count is 324 million, with a total fund size of 539 million yuan, reflecting a 27.57% increase in shares and a 27.24% increase in size since December 31, 2025 [1]. Liquidity Metrics - Over the last 20 trading days, the ETF has accumulated a trading volume of 2.066 billion yuan, averaging 103 million yuan per day [1]. - In the year to date, the ETF has seen a total trading volume of 3.446 billion yuan over 28 trading days, averaging 123 million yuan per day [1]. Fund Management - The current fund manager, Li Qingyang, has managed the ETF since its inception, achieving a return of 66.36% during his tenure [2]. - The ETF's top holdings include Tencent Holdings (15.35%), Alibaba-W (14.43%), Xiaomi Group-W (13.96%), and Meituan-W (12.30%), among others [2].

Group 1 - The Hang Seng Index closed up 0.31%, while the Tech Index rose by 0.9% [1] - Bilibili (09626.HK) and Tencent Music (01698.HK) both increased by over 4.5% [1] - Xiaomi Group (01810.HK) and Kingdee International (00268.HK) saw gains of over 4% [1] Group 2 - Pop Mart (09992.HK) experienced a decline of over 5% [1]

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，金蝶软件（中国）有限公司取得一项名为"数据处理方法、装置、计算机设 备和存储介质"的专利，授权公告号CN115495452B，申请日期为2022年9月。 天眼查资料显示，金蝶软件（中国）有限公司，成立于1993年，位于深圳市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本140000万人民币。通过天眼查大数据分析，金蝶软件（中国）有 限公司共对外投资了66家企业，参与招投标项目3733次，财产线索方面有商标信息807条，专利信息 1935条，此外企业还拥有行政许可97个。 本文源自：市场资讯 作者：情报员 ...

Group 1 - The company, Kingdee International (00268), announced a share buyback plan to repurchase 500,000 shares at a cost of approximately HKD 5.4325 million on February 6, 2026 [1]

Group 1 - The company, Kingdee International (00268.HK), announced a share buyback on February 6, 2026, costing HKD 5.432 million to repurchase 500,000 shares [1] - The buyback price ranged from HKD 10.85 to HKD 10.87 per share [1]

Group 1 - The company, Kingdee International (00268), announced a share buyback of approximately 543.25 million Hong Kong dollars for 500,000 shares on February 6, 2026 [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) FF305 表格類別： 股票 狀態： 新提交 公司名稱： 金蝶國際軟件集團有限公司 呈交日期： 2026年2月6日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00268 | 說明 普通股 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已 ...