用友网络云服务业务持续发展订阅收入同比增长15.8%

Core Insights - The global surge in AI application has accelerated the digital transformation of enterprises, prompting Yonyou to establish a development strategy focused on customer success, ecosystem prosperity, global market expansion, AI supremacy, product prioritization, and delivery innovation at the beginning of 2025 [2][3] Group 1: AI Integration and Business Model Transformation - Yonyou has integrated the DeepSeek model into its enterprise software, launching "Yonyou BIP Enterprise AI" to enhance the native integration of enterprise processes, data, and AI, thereby driving the widespread application of AI in businesses [3] - The business model of Chinese enterprise software is evolving towards "software application subscription and business operation services," becoming mainstream in the mid and small enterprise markets, with Yonyou's cloud service revenue expected to reach 74.8% by 2024 [3] Group 2: Financial Performance and Growth - In Q1 2025, Yonyou added 46,300 new cloud service paying customers, bringing the total to 918,800, with subscription revenue growing by 15.8% year-on-year and core product revenue share improving [2] - Yonyou's subsidiary, Changjietong, achieved profitability two years ago, with net profit doubling in 2024 and cloud subscription revenue increasing by 34% [4] Group 3: Market Expansion and Global Strategy - Yonyou's BIP has become a leading enterprise software in China and is increasingly adopted by large and super-large enterprises, with over 65,000 medium and large enterprises choosing Yonyou BIP by Q1 2025 [5] - The company is accelerating its global strategy, having established 12 overseas branches and serving nearly 1,300 overseas medium and large enterprise clients, positioning itself as a leading Chinese enterprise software provider in the global market [5] Group 4: Industry Outlook and Strategic Direction - The evolution of Chinese enterprise software involves comprehensive innovation and transformation, with a focus on strategic determination and continuous improvement to achieve global competitiveness [6] - Yonyou aims to lead the innovation and development of the Chinese enterprise software industry, contributing to the digital economy and striving to become one of the top three enterprise software and intelligent service providers globally [6]