Core Insights - The AI+SaaS golden decade is recognized as a significant opportunity for the enterprise management SaaS software industry, which is expected to rapidly adopt AI capabilities [1] - By 2030, it is projected that AI revenue will reach or exceed 30% of the overall revenue for companies [1] - The introduction of the DeepSeek open-source model has significantly reduced AI development costs, leading to intensified market competition and potential product homogenization [1] Company Strategies - Data security and reliable business data hosting are emphasized as critical factors for companies to find trustworthy partners to ensure data safety while advancing business [1] - The integration of data products and AI platform foundations is identified as a key competitive advantage for companies like Kingdee [1] Industry Competition - Future competition in the ERP industry is expected to focus on product development capabilities, industry know-how accumulation, and ecosystem integration [1]
AI Agent重塑SaaS行业，如何应对同质化竞争挑战？