Core Insights - The rise of AI-powered spreadsheets is transforming traditional office tools into dynamic operational systems, enhancing collaboration and efficiency across various platforms [2][3][19] - Major players like DingTalk, Feishu, and WPS are competing in the AI spreadsheet space, each adopting different strategies and functionalities to attract users [4][5][12] Group 1: AI Integration in Spreadsheets - DingTalk, Feishu, and WPS have introduced AI features that automate tasks such as formula completion, data analysis, and workflow management, making spreadsheets more interactive and user-friendly [2][3][19] - Feishu's multi-dimensional spreadsheet allows users to input natural language queries, which the system interprets to generate data analyses and execute related actions [7][9] - WPS focuses on seamless AI integration, enhancing user experience without requiring significant changes in user habits, thus appealing to a broader audience [19][23] Group 2: Competitive Landscape - The competition between DingTalk and Feishu has intensified, with both platforms vying for B-end clients and showcasing their AI capabilities [4][12][13] - As of July 2023, Feishu reported nearly 10 million monthly active users for its multi-dimensional spreadsheet, indicating strong market traction [7][12] - DingTalk has a significant user base, with 42 million average paid weekly active users as of March 2025, positioning it as a leading efficiency app in China [11][12] Group 3: Market Dynamics and User Preferences - The shift towards AI spreadsheets reflects broader changes in enterprise collaboration models, with companies increasingly seeking tools that enhance operational efficiency [4][12] - User migration between platforms is common, with brands switching between DingTalk and Feishu based on specific needs and preferences [12][13] - Pricing strategies differ, with DingTalk generally offering lower initial quotes compared to Feishu, which may influence client decisions [14][13] Group 4: Future Directions - The evolution of AI spreadsheets is expected to continue, with companies exploring deeper integrations of AI capabilities to meet complex business needs [23][30] - The competition is not just about features but also about how each platform influences organizational communication and decision-making processes [31][30] - The future of office tools will likely hinge on the ability to adapt to user needs while maintaining efficiency and ease of use [31][30]

AI办公似乎成了AI助手的必备技能。 翻看各大AI助手的主界面，无论是字节的豆包、腾讯的元宝还是百度的文小言，AI聊天、AI创作、AI 搜索已经是必备功能。当然，也有一些开始在知识密集的创作场景中崭露头角，如讯飞公文写作助手专 攻公文撰写，腾讯ima主打个人知识库……所有这些似乎都在挑战原有办公软件的地位。 随着AI办公到来，Office套件的办公帝国该如何迎接挑战，当下的办公形态真的要被AI颠覆了吗？ 从市场数据来看，传统软件嵌入AI产品由于其功能的确定性，用户留存率相对稳定，但续费率的提升 面临瓶颈。自由对话型AI产品虽然在初期能凭借新颖的交互方式吸引大量用户，但由于存在上述痛 点，用户留存率和续费率都不太理想。 作为从微软Office时代走来的老牌办公软件，金山办公田然认为，AI办公未来如何发展的问题其实也不 必想的太过复杂，用户实际上会用行动投票。"用户不是想要炫酷的产品，他们要的是解决实际的问题 ——我的PPT里的问题，我的表格的问题，我的文字的问题，你把我这个问题解了就好。"田然表示。 面对当下AI办公虎狼环伺的市场环境，虽然金山办公早在2018年就开始布局AI相关功能，但这显然远 远不够。在刚刚 ...

截至2025年8月1日 09:51，中证软件服务指数上涨0.29%，成分股深信服上涨5.32%，卫宁健康上涨3.31%，中国软件上涨1.90%，东华软件上涨1.73%，同花 顺上涨1.55%。软件ETF(159852)上涨0.35%。 流动性方面，软件ETF盘中换手2.51%，成交1.29亿元。拉长时间看，截至7月31日，软件ETF近1周日均成交4.07亿元，排名可比基金第一。 规模方面，软件ETF近1周规模增长1618.51万元，实现显著增长，新增规模位居可比基金第一。资金流入方面，拉长时间看，软件ETF近5个交易日内有4日 资金净流入，合计"吸金"1.48亿元。 截至7月31日，软件ETF近3年净值上涨8.43%。从收益能力看，截至2025年7月31日，软件ETF自成立以来，最高单月回报为39.35%，最长连涨月数为3个 月，最长连涨涨幅为69.40%，上涨月份平均收益率为9.75%。 7月31日国务院常务会议召开，会议审议通过《关于深入实施"人工智能+"行动的意见》。会议指出，要深入实施"人工智能+"行动，大力推进人工智能规模 化商业化应用，充分发挥我国产业体系完备、市场规模大、应用场景丰富等优势，推动 ...

Core Insights - The article highlights the ongoing integration of AI capabilities into office software, marking a significant trend in the industry as companies explore the potential of intelligent agents [1][3][8] - The development of WPS AI 3.0 by Kingsoft Office is a key example, showcasing advancements in user interaction through natural language processing and multi-turn dialogue [1][6] - The AI industry is currently in a phase reminiscent of the early mobile internet era, indicating that product development and consumer needs are still evolving [2][4] Company Developments - Kingsoft Office has launched WPS AI 3.0, which allows users to create documents and presentations through natural language commands, redefining the interaction between users, AI, and software [1][6] - The company has identified three stages of AI product evolution: the introduction of WPS AI in 2023, the anticipated WPS AI 2.0 in 2024 focusing on enterprise applications, and the WPS AI 3.0 in 2025 aimed at enhancing user-AI interaction [6][4] - The integration of AI into WPS products is seen as a response to user feedback, aiming to create a more practical and usable AI experience [4][6] Industry Trends - The AI + office software market is shifting from broad expansion to deep operational focus, with a growing emphasis on integrated solutions that provide comprehensive services [3][8] - The current landscape of AI products is characterized by a need for continuous iteration and improvement, as many existing solutions have not yet achieved satisfactory performance [7] - The evolution of AI technology is reshaping the office software market, driving it towards greater intelligence, automation, and data-driven functionalities [8]

21世纪经济报道记者骆轶琪 上海报道 大模型的风正持续吹入大众日常生活。 作为业界公认的Agent（智能体）元年，2025世界人工智能大会（WAIC）期间不少企业展示了多种智能 体应用。比如打工人还在为PPT烦忧的当下，Agent加持下的新一代办公软件正着手解决这一重要痛 点。 当然，Agent被公认目前仍处在发展早期。因此即便是近两年来引发大众关注的重点Agent产品，最终仍 然面临续费率和留存率不足的挑战。 接受21世纪经济报道等记者采访时，田然分析道，从发展阶段来说，目前的AI产业更像是2010-2011年 间的移动互联网发展时期，尚未走到2013-2014年那般呈现破圈态势。 这显示出，不同厂商对产品具体场景化并逐步融合工具的能力，仍在迭代探索阶段。这本质上正走向产 品结合技术迭代与消费者诉求持续磨合的螺旋式上升演化进程。 探路智能体 将更多AI能力植入办公系统或者软件中，正成为当前的一大重要趋势。 平安证券指出，当前AI+办公的战略重心正从广度扩张转向深度运营，具备行业Know-how沉淀、能提 供全链路解决方案的产品，正在高价值用户争夺中建立不可替代性。此外，产品形态加速向集成化方向 演进，主流产 ...

通过天眼查大数据分析，北京金山办公软件股份有限公司共对外投资了17家企业，参与招投标项目539 次，知识产权方面有商标信息910条，专利信息1372条，此外企业还拥有行政许可5个。 金融界消息 截至2025年7月31日收盘，金山办公（688111）报收于313.5元，上涨2.91%，换手率1.8%， 成交量8.33万手，成交金额26.41亿元。 资金流向方面，今日主力资金净流入8979.22万元，占比成交额3.4%。其中，超大单净流入3793.64万 元、占成交额1.44%，大单净流入5185.58万元、占成交额1.96%，中单净流出流出7112.86万元、占成交 额2.69%，小单净流出1866.36万元、占成交额0.71%。 金山办公最新一期业绩显示，截至2025一季报，公司营业总收入13.01亿元、同比增长6.22%，归属净利 润4.03亿元，同比增长9.75%，扣非净利润3.90亿元，同比增长10.72%，流动比率1.998、速动比率 1.998、资产负债率25.64%。 天眼查商业履历信息显示，北京金山办公软件股份有限公司，成立于2011年，位于北京市，是一家以从 事软件和信息技术服务业为主的企业。 ...

Core Viewpoint - The software industry in China has made significant progress over the past thirty years, but there remains a substantial gap compared to international giants like Microsoft, which has a market value of $300 billion for its Office suite, while Kingsoft Office is valued at only $20 billion [1]. Group 1: Software Industry Development - Kingsoft's CEO highlighted the need for strong software support for future development, indicating that there is still a long way to go for the industry [1]. - The usage rate of legitimate software in China has room for improvement compared to developed countries, with historical data showing a rise from 0.15% in 1989 to 1.2% in 1997 for Kingsoft products [1]. Group 2: Progress in Legitimate Software Usage - Kingsoft's legitimate software usage rate has increased significantly to nearly 20% as of last year, marking a substantial breakthrough from previous levels [2]. - Despite the progress from 0.15% to 20%, the absolute value remains low, indicating further potential for growth in the legitimate software market [2]. Group 3: Challenges in the AI Era - The advent of AI technology presents new challenges regarding software usage rights and ownership of creative works, necessitating legislative support and strict regulatory enforcement [2]. - Issues such as data sharing and the relationship between secondary creation and original creators are becoming increasingly complex in the context of AI development [2].

| 000820 | *ST节能 | 3.70 | 2.42 | 2.75 | 2.80 | 1.71 | | --- | --- | --- | --- | --- | --- | --- | | 301191 | 菲菱科 | 2.33 | 9.17 | 90.19 | 91.69 | 1.66 | | | 思 | | | | | | | 000681 | 视觉中 国 | 5.38 | 11.45 | 21.38 | 21.73 | 1.62 | | 002230 | 科大讯 飞 | 1.59 | 2.03 | 48.41 | 49.18 | 1.58 | | 300115 | 长盈精 密 | 9.87 | 13.64 | 22.57 | 22.93 | 1.58 | | 688766 | 普冉股 份 | 3.1 1 | 5.06 | 68.97 | 70.04 | 1.55 | | 688152 | 麒麟信 安 | 3.92 | 7.78 | 46.19 | 46.88 | 1.50 | | 301210 | 金杨股 份 | 2.69 | 13.61 | 42.18 | 42.80 | 1.46 | | ...

Market Overview - The Shanghai Composite Index closed at 3591.26 points, above the six-month moving average, with a decline of 0.68% [1] - The total trading volume of A-shares reached 1,157.80 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 71 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Xinzhisoft (10.41%) - Youkede (9.31%) - Liou Co., Ltd. (5.61%) [1] Detailed Stock Performance - The following stocks showed notable performance: - Xinzhisoft: Today's change of +10.80%, turnover rate of 6.99%, latest price at 23.49 yuan [1] - Youkede: Today's change of +9.71%, turnover rate of 12.23%, latest price at 27.22 yuan [1] - Liou Co., Ltd.: Today's change of +6.49%, turnover rate of 13.11%, latest price at 3.94 yuan [1] - Other stocks with positive performance include: - Xiangxin Technology (+7.21%) - Hand Information (+5.39%) - Yimikang (+6.87%) [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that just crossed the six-month line include: - Dongsoft Carrier - Naxin Micro - Zhongke Jiangnan [1]

Core Viewpoint - The article discusses the launch of WPS Lingxi, an AI-powered office assistant by Kingsoft Office, which aims to enhance productivity and streamline office tasks for users, marking a significant advancement in the AI 3.0 era of domestic office software [7][35][57]. Group 1: Features and Capabilities of WPS Lingxi - WPS Lingxi offers various functionalities including document search, web summarization, one-click writing, data analysis, and the ability to generate images, PPTs, and mind maps [9][32]. - The AI writing capability can automatically generate coherent and structured content based on user-defined themes, significantly reducing the effort required for report writing [22][23]. - The AI PPT generation feature allows users to upload long texts, which are then transformed into well-structured presentations with customizable templates [29][32]. Group 2: User Experience and Practical Applications - Users can interact with WPS Lingxi through simple voice or text commands, allowing for efficient document creation and editing without the need for complex steps [38][44]. - The AI can assist in drafting contracts by automatically filling in relevant information and highlighting potential risks, thus simplifying the contract creation process [40][43]. - WPS Lingxi integrates deeply with WPS Office, enabling users to interact with the AI directly within the application, enhancing usability and efficiency [46][47]. Group 3: Market Position and Strategic Intent - Kingsoft Office aims to compete with international giants like Microsoft by positioning WPS Lingxi as a practical and user-centric AI solution, focusing on solving real user pain points rather than flashy features [54][56]. - The introduction of WPS Lingxi signifies a shift towards a more intelligent and efficient interaction model between users, AI, and software, redefining the standards of AI office solutions in China [55][57].