Kingsoft Office(SH:688111) Xin Lang Cai Jing·2025-11-13 09:21Core Insights - The article discusses the Shanghai Stock Exchange International Investor Conference held on November 12-13, focusing on the commercialization of AI in office software by Kingsoft Office [1][3]. Group 1: AI Commercialization Strategy - Kingsoft Office's Vice President Xu Liu emphasizes the challenge of balancing user experience and commercial value in AI monetization [3]. - The company aims to move beyond "single-point functionality charging" by leveraging over 600 million global monthly active devices to meet real user needs in office scenarios [3]. - The core differentiation strategy involves a "dual transformation" of software and AI to achieve deep collaboration [3]. Group 2: Technical Innovations - Kingsoft Office encapsulates thousands of complex functions in the Office system into standardized APIs, allowing AI to effectively utilize software capabilities [3]. - AI is trained to understand office operation logic, ensuring generated content is well-formatted and editable, addressing issues like the difficulty in modifying AI-generated PPTs [3]. - The "intelligent knowledge base" formed from over 260 billion WPS cloud documents is highlighted as a significant advantage, enabling AI to convert historical documents into searchable knowledge assets [3][4]. Group 3: Market Potential and Future Vision - Xu Liu asserts that full-process intelligent collaboration will unlock larger market opportunities, aligning with the view that AI should transition from single-point intelligence to full-process collaboration [3][4]. - The three-tier leap in AI capabilities involves understanding data, organization, and business, with the WPS 365 platform serving as a comprehensive data foundation [4]. - The ultimate goal is for AI to deeply integrate into enterprise operations, participating in decision-making and innovation, transforming WPS 365 into an intelligent business hub [4][5].