Core Viewpoint - Kingdee International Software Group Limited reported a revenue of approximately RMB 3.192 billion for the first half of 2025, representing a year-on-year growth of about 11.2%, with cloud service revenue reaching approximately RMB 2.673 billion, up by 11.9% [1] Group 1: Financial Performance - The company disclosed its AI contract amount for the first time, exceeding RMB 150 million in the first half of 2025, emphasizing the integration of AI technology into all SaaS products and services [1] - Kingdee's cloud products, Kingdee Cloud·Cangqiong and Kingdee Cloud·Xinghan, generated a combined revenue of approximately RMB 845 million, reflecting a year-on-year growth of about 34.3% [2] - The net dollar retention rate (NDR) for these products was reported at 108% [2] Group 2: Market Expansion - Kingdee Cloud·Xingkong, targeting growth enterprises, achieved a cloud subscription revenue of approximately RMB 740 million, with a year-on-year growth of about 19% and an NDR of 94% [2] - The company is actively expanding its global strategy, with services now covering 172 countries and regions, supporting 14 languages, and assisting over 1,000 overseas clients in digital operations [3] Group 3: Future Outlook - The CFO of Kingdee expressed confidence in achieving profitability in 2025, with expected operating cash flow exceeding RMB 1 billion [3] - The company anticipates that AI revenue will account for 30% of total revenue by 2030, with ongoing investments in AI talent and product management [3]
金蝶国际坚持“AI战略”优先 全球化业务加速发展