Core Insights - Kingdee International achieved a revenue growth of 11.24% in the first half of 2025, with total revenue reaching 3.192 billion RMB [1] - Gross profit increased by 15.43% to 2.095 billion RMB, while the loss attributable to equity holders decreased by 55.14% to 97.738 million RMB, primarily due to the scaling effect of cloud subscription services and efficiency improvements from AI [1] Revenue Breakdown - Cloud subscription revenue reached approximately 1.684 billion RMB, representing a year-on-year growth of 22.1% and accounting for 52.8% of total group revenue [1] - The integration of AI technology into products and services led to AI contract amounts exceeding 150 million RMB during the reporting period [1] AI Developments - The company launched the Sky AI Agent platform 2.0 and several AI-native intelligent agents, collaborating with key clients such as Hisense Group and Tongwei Co., Ltd [1] - Kingdee Cloud's AI + finance and taxation applications have assisted thousands of small and micro enterprises in improving bookkeeping, invoicing, and tax reporting efficiency [1] - Kingdee Xinke's enterprise credit AI capabilities have been successfully applied in fintech scenarios, collaborating with financial institutions like China Construction Bank and Bank of Communications, and winning awards for its "Intelligent Financial Risk Control Model" [1]

【今日焦点】 金蝶国际(00268.HK)中期收入同比增长约11.2%至31.93亿元 金蝶国际(00268.HK)公告，截至2025年6月30日止6个月，收入较2024年同期增长约11.2%至约人民币 31.93亿元；公司权益持有人应占当期亏损约人民币9773.8万元(2024年同期亏损约人民币2.18亿元)，同 比减亏约55.1%；公司权益持有人应占当期亏损每股基本亏损约人民币2.78分(2024年同期每股基本亏损 约人民币6.12分)。 作为全球领先的企业管理云SaaS公司，金蝶在多个领域获得行业专业机构的认可。根据IDC最新发布的 企业应用市场相关追踪报告，金蝶在中国市场的SaaSERP、财务云、财务和会计应用云、司库管理云、 EPM、税务、PLM云等多个细分领域均位列第一，并已连续21年蝉联IDC中国成长型企业应用软件市场 占有率第一。 一元宇宙(01616.HK)接获法定要求偿债书 【财报业绩】 百胜中国(09987.HK)中期经营利润同比增长10%至7.03亿美元 康师傅控股(00322.HK)上半年股东应占溢利同比提高20.5%至22.71亿元 裕元集团(00551.HK)：中期股东应占溢利1 ...

Major Events - Tianyue Advanced (02631) plans to globally offer 47.7457 million H-shares from August 11 to August 14 [1] - Hengrui Medicine (01276) has its injection drugs listed in the proposed breakthrough treatment varieties public notice [1] - Shoucheng Holdings (00697) invests in Southern Universal Data Center REIT and Southern Runze Technology Data Center REIT [1] - Boyaa Interactive (00434) is included in the MSCI Global Small Cap Index [1] Financial Performance - Yum China (09987) reports a net profit of $507 million, an increase of 1.6% year-on-year [1] - Master Kong Holdings (00322) announces a profit attributable to shareholders of 2.271 billion yuan, up 20.5% year-on-year [1] - Q Tech (01478) reports a profit of 308 million yuan, a significant increase of 167.59% year-on-year [1] - Hang Wan Technology (01523) announces a net profit of approximately $21.665 million, up about 13.4% year-on-year, with a dividend of 12.34 HK cents per share [1] - Ruipu Lanjun (00666) reports a gross profit of approximately 829 million yuan, a year-on-year growth of 177.8% [1] - Kingdee International (00268) sees a revenue increase of 11.24% to 3.192 billion yuan, with strong growth in cloud business [1] - Yuyuan Group (00551) reports a profit attributable to shareholders of $171 million, a decrease of 7.2% year-on-year [1] - Boyaa Interactive (00434) reports a profit attributable to shareholders of 226 million HKD, down 27.8% year-on-year [1] - Chongqing Machinery and Electric (02722) expects a net profit attributable to shareholders to increase by about 50% year-on-year [1] - Anton Oilfield Services (03337) anticipates a significant profit increase of 41.6% to 60.5% year-on-year [1] - Sany International (00631) expects a net profit of approximately 1.234 billion to 1.332 billion yuan, an increase of 25% to 35% year-on-year [1] - Datang Renewable (01798) reports a cumulative power generation of approximately 21.3563 million MWh in the first seven months, an increase of 11.75% year-on-year [1] - China Jinmao (00817) reports a cumulative contracted sales amount of 61.807 billion yuan in the first seven months, up 23.12% year-on-year [1] - New Town Development (01030) reports a cumulative contract sales amount of approximately 11.99 billion yuan in the first seven months, down 55.66% year-on-year [1] - Dongfeng Motor Group (00489) reports automobile sales of approximately 978,500 units in the first seven months, a decrease of about 8.9% year-on-year [1] - Hopson Development Holdings (00754) reports a total contracted sales amount of approximately 9.047 billion yuan in the first seven months, down 12.49% year-on-year [1] - Yuyuan Group (00551) reports a net operating income of approximately $667.5 million in July, a year-on-year decrease of 1.9% [1]

Financial Performance - The company reported a revenue of RMB 3.192 billion for the six months ending June 30, 2025, representing a year-on-year increase of 11.24% [1] - Gross profit reached RMB 2.095 billion, up 15.43% year-on-year [1] - The loss attributable to equity holders narrowed to RMB 97.738 million, a decrease of 55.14% compared to the previous year [1] - Basic loss per share was 2.78 cents [1] Cloud Subscription Business - The cloud subscription revenue grew from approximately RMB 1.38 billion in the same period of 2024 to approximately RMB 1.684 billion, marking a year-on-year increase of about 22.1% and accounting for approximately 52.8% of total revenue [1] - Annual Recurring Revenue (ARR) from cloud subscriptions was approximately RMB 3.73 billion, an increase of 18.5% year-on-year [1] - The contract liabilities for cloud subscription business amounted to approximately RMB 3.378 billion, reflecting a year-on-year growth of about 24.7% [1] AI Integration and Innovations - The company has integrated AI technology deeply into all its SaaS products, services, and operational processes, with AI contract amounts exceeding RMB 150 million during the reporting period [2] - New AI platforms and tools were launched, including the Cangqiong AI Agent 2.0 and various AI-native agents, which have signed contracts with key clients such as Hisense Group and China Minmetals [2] - The collaboration with Hebei Steel Group aims to establish an "AI + Management Innovation Center" to enhance intelligent management capabilities [2] Support for Small and Micro Enterprises - The company has achieved full-process intelligent support for financial and tax scenarios for small and micro enterprises, with active users of AI assistants reaching 170,000 [3] - The AI + Tax application has helped thousands of small and micro enterprises improve bookkeeping efficiency by approximately 80%, invoicing efficiency by about 40%, and tax filing efficiency by around 60% [3] Global Expansion Strategy - The company is actively pursuing a global strategy, expanding into Southeast Asia and the Middle East [3] - During the reporting period, the company signed contracts with 259 Chinese enterprises going abroad and local overseas companies, covering various industries such as modern services and high-tech electronics [3] - The company provided digital infrastructure for local enterprises in Singapore, facilitating comprehensive collaboration and intelligent monitoring in the bulk trade industry [3]

Financial Performance - The company reported a revenue of RMB 3.192 billion for the six months ending June 30, 2025, representing a year-on-year increase of 11.24% [1] - Gross profit reached RMB 2.095 billion, up 15.43% year-on-year [1] - The loss attributable to equity holders narrowed to RMB 97.738 million, a decrease of 55.14% compared to the previous year [1] - Basic loss per share was 2.78 cents [1] Cloud Subscription Business - The cloud subscription revenue grew from approximately RMB 1.38 billion in the same period of 2024 to approximately RMB 1.684 billion, marking a year-on-year increase of about 22.1% and accounting for approximately 52.8% of total revenue [1] - Annual Recurring Revenue (ARR) from cloud subscriptions was approximately RMB 3.73 billion, an 18.5% increase year-on-year [1] - The balance of contract liabilities for cloud subscription business was approximately RMB 3.378 billion, up 24.7% year-on-year [1] AI Integration and Innovations - The company has integrated AI technology deeply into all its SaaS products, services, and operational processes, with AI contract amounts exceeding RMB 150 million during the reporting period [2] - New AI platforms and tools were launched, including the Cangqiong AI Agent platform 2.0 and various AI-native agents, securing contracts with major clients such as Hisense Group and Tongwei Co., Ltd [2] - The collaboration with Hebei Steel Group aims to establish an "AI + Management Innovation Center" to enhance intelligent management systems [2] Support for Small and Micro Enterprises - The company has achieved full-process intelligent support for financial and tax scenarios for small and micro enterprises, with active users of the AI assistant reaching 170,000 [3] - The AI + Tax application has improved overall bookkeeping efficiency by approximately 80%, invoicing efficiency by about 40%, and tax filing efficiency by around 60% for thousands of small and micro enterprises [3] Global Expansion Strategy - The company is actively pursuing a global strategy, expanding into Southeast Asia and the Middle East [3] - During the reporting period, the company signed contracts with 259 Chinese enterprises going abroad and local overseas companies across various industries [3] - The company provided digital infrastructure for local enterprises in Singapore, facilitating comprehensive collaboration and intelligent monitoring in the bulk trade industry [3]

8月11日，金蝶国际（0268.HK）发布上半年业绩公告。报告期内，公司收入同比增长11.2%至人民币 31.92亿元。其中，金蝶云·星空云订阅收入达人民币7.40亿元，同比增长约19.0%；新签518家国家级与 省级专精特新企业，包括海能达、老铺黄金、紫光青藤等。总客户数达4.6万家，同比增长9.5%。 ...

与此同时，金蝶成为首家且唯一入选Gartner《离散制造业PLM软件市场指南》的中国厂商；在Gartner 发布的高生产力aPaaS领域报告中，金蝶排名中国第一，亦是全球TOP10中唯一入选的亚太厂商。金蝶 入选Gartner生成式AI模型(GenAIModel)中国市场TOP10，并成为唯一入选GartnerAI代码助手报告的中 国企业管理软件厂商。此外，金蝶荣获中国人工智能领域的最高奖项—"吴文俊人工智能科学技术奖"一 等奖，充分彰显了其在AI技术创新方面的卓越实力。 格隆汇8月11日丨金蝶国际(00268.HK)公告，截至2025年6月30日止6个月，收入较2024年同期增长约 11.2%至约人民币31.93亿元；公司权益持有人应占当期亏损约人民币9773.8万元(2024年同期亏损约人民 币2.18亿元)，同比减亏约55.1%；公司权益持有人应占当期亏损每股基本亏损约人民币2.78分(2024年同 期每股基本亏损约人民币6.12分)。 作为全球领先的企业管理云SaaS公司，金蝶在多个领域获得行业专业机构的认可。根据IDC最新发布的 企业应用市场相关追踪报告，金蝶在中国市场的SaaSERP、财务云、财务 ...

金蝶國際軟件集團有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不會就本公佈全部或任何部分內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 KINGDEE INTERNATIONAL SOFTWARE GROUP COMPANY LIMITED 金 蝶 國 際 軟 件 集 團 有 限 公 司 （於開曼群島註冊成立的有限公司 ） （股票號碼：268） 截至二零二五年六月三十日止六個月之中期業績公佈 金蝶國際軟件集團有限公司（「金蝶國際」或「本公司」）董事會（「董事會」）謹此公佈本公 司及其附屬公司（「本集團」）截至二零二五年六月三十日止六個月之未經審核簡明綜合中期業 績如下： 截至二零二五年六月三十日止六個月的財務摘要 — 於二零二五年上半年，本公司權益持有人應佔當期虧損之每股基本虧損約人民幣 2.78 分 （二零二四年同期每股基本虧損約人民幣 6.12 分） 1 — 收入較二零二四年同期增長約 11.2%至約人民幣 3,192,499,000 元 — 毛利較二零二四年同期增長約 15.4%，毛利率同比改善約 2.4 ...

金融界8月11日消息，上证指数上涨0.34%，中证港股通TMT主题指数 (港股通 TMT，931026)报4636.77 点。 数据统计显示，中证港股通TMT主题指数近一个月上涨5.56%，近三个月上涨14.05%，年至今上涨 36.12%。 据了解，中证港股通TMT主题指数从港股通范围内选取50只TMT主题领域的上市公司证券作为指数样 本，以反映相关行业主题上市公司证券的整体表现。该指数以2014年11月14日为基日，以3000.0点为基 点。 从指数持仓来看，中证港股通TMT主题指数十大权重分别为：腾讯控股（14.76%）、中国移动 （13.61%）、小米集团-W（12.78%）、快手-W（8.13%）、中芯国际（8.02%）、长和（4.72%）、联 想集团（3.22%）、中国电信（2.95%）、金蝶国际（2.13%）、中国联通（2.12%）。 从中证港股通TMT主题指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证港股通TMT主题指数持仓样本的行业来看，通信服务占比56.62%、信息技术占比43.38%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星 ...

Market Overview - A-shares experienced a broad increase on August 11, with the Shanghai Composite Index reaching a new high for the year, marking six consecutive days of gains [1] - The Shanghai Composite Index rose by 0.34% to 3647.55 points, while the Shenzhen Component Index increased by 1.46% to 11291.43 points, and the ChiNext Index surged by 1.96% to 2379.82 points [1][2] - Total trading volume in the Shanghai and Shenzhen markets reached 18501 billion, an increase of 1135 billion from the previous day [1][2] Sector Performance PEEK Materials - The PEEK materials sector saw significant gains, with companies like Huami New Materials and Shuangyi Technology hitting the 20% daily limit up, and others like Zhongyan New Materials rising approximately 15% [6][8] - PEEK materials are recognized for their low density, high strength, and chemical stability, making them essential for lightweight humanoid robots, enhancing their performance and reliability [8] AI Industry Chain - Stocks in the AI industry chain were notably active, with companies like Weirgao and Dazhu Laser reaching the 20% limit up, and others like Tiancheng Technology and Luyiguangdian also showing strong performance [10][12] - The recent release of OpenAI's GPT-5 is expected to accelerate AI applications and commercialization, benefiting internet companies and enhancing the AI investment landscape [10][12] Lithium Mining - The lithium mining sector saw a collective rise, with companies like Ganfeng Lithium and Tianqi Lithium reaching their daily limit up, indicating strong market interest [14][16] - The expiration of mining permits for certain lithium projects is expected to impact domestic lithium carbonate production by nearly 12%, potentially leading to a tightening supply and higher lithium prices [16]