Core Insights - Kingdee International Software Group Limited reported a revenue of approximately RMB 3.192 billion for the six months ending June 30, 2025, representing a year-on-year growth of about 11.2% [1] - The cloud service revenue reached approximately RMB 2.673 billion, with a year-on-year increase of about 11.9%, while cloud subscription revenue was approximately RMB 1.684 billion, growing by about 22.1% [1] - The gross profit margin improved by 2.4 percentage points to approximately 65.6%, and the loss attributable to equity holders narrowed by about 55.1% to approximately RMB 0.98 billion [1] Revenue Breakdown - Annual Recurring Revenue (ARR) from cloud subscription services was approximately RMB 3.73 billion, reflecting a year-on-year growth of about 18.5% [1] - Contract liabilities related to cloud subscription services increased by approximately 24.7% year-on-year [1] Client Acquisition and Market Position - During the reporting period, the company signed 304 new clients, including major enterprises such as Geely Holding, Mengniu Group, and Moutai Technology [2] - Key projects were completed with China Aviation Group, Dongfeng Motor, and Yunnan Energy Investment, among others [2] Strategic Vision - The Chairman and CEO, Xu Shaochun, emphasized that AI and SaaS are reshaping the industry landscape, providing unprecedented opportunities for enterprise management [2] - The company aims to adhere to its core strategy of "AI First, Subscription First, Globalization" and aspires to become a leading global enterprise management AI company by 2030 [2]
金蝶国际公布2025年中期业绩：云订阅收入增长22.1% AI应用商业化加速