Workflow
金蝶国际上半年收入同比增加11.24%至31.92亿元 云业务强势领跑

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]