金蝶国际持续深化“AI优先、订阅优先、全球化”核心战略 前三季度订阅服务年经常性收入约38.6亿元 同比增长约18%
KINGDEE INT'LKINGDEE INT'L(HK:00268) Zhi Tong Cai Jing·2025-10-24 12:40

Core Insights - Kingdee International (00268) continues to deepen its core strategy of "AI-first, Subscription-first, Globalization" [1] - As of September 30, 2025, the annual recurring revenue (ARR) from Kingdee Cloud subscription services is approximately RMB 3.86 billion, representing a year-on-year growth of about 18% [1] - The net dollar retention rates (NDR) for Kingdee Cloud products are as follows: 105% for Cloud Cang Qiong & Xing Han, 95% for Cloud Xing Kong, 93% for Cloud Xing Chen, and 88% for Kingdee Jing Dou Cloud [1] - During the period, the company has signed contracts with notable enterprises such as Chin Hin Group Berhad, BAIC Group, Yuchai Group, New Steel Union, Huaxi Biology, and Qiang Nao Technology [1]