Kingsoft Office(SH:688111) 2 1 Shi Ji Jing Ji Bao Dao·2025-11-28 01:47Core Insights - The rapid development of AI large models has effectively utilized public domain information, but the value of private domain data remains largely untapped [1] - The CEO of Kingsoft Office, Zhang Qingyuan, emphasized that in the AI era, collaborative office software will transform into a "knowledge container" and a "carrier of digital employees," aiming to help organizations build their unique "enterprise brain" [2][8] - The activation of private domain data is crucial for enterprises to unlock their intelligent potential, as this data embodies the company's experience, logic, and secrets [3][5] Private Domain Data Activation - Many enterprises have their private domain data scattered across employee computers and different systems, often becoming "sleeping assets" due to security concerns [4] - The activation of this private data pool is essential for enhancing business intelligence [5] - Kingsoft Office aims to assist enterprises in establishing private domain knowledge to facilitate decision-making [8] WPS 365 Upgrades - Kingsoft Office announced the upgrade of WPS 365 to a one-stop AI collaborative office platform, enhancing features like intelligent document libraries and digital employees [8][10] - The integration of multi-modal document recognition, large language models, and natural language processing allows for seamless unification of various organizational data [10] - WPS 365's cost-effectiveness is highlighted, as it integrates multiple tools while maintaining costs below one-third of the industry average [12] Enterprise Brain Development - The construction of the "enterprise brain" involves three steps: understanding data, understanding organization, and understanding business [13] - The platform will unify structured and unstructured data, enabling task allocation and timely progress [13] - The future of collaborative office software is envisioned as a "carrier of digital employees," creating a positive feedback loop between employees and digital assistants [13][17] Market Position and Growth - Kingsoft Office's WPS 365 has shown significant revenue growth, achieving over 60% year-on-year growth for three consecutive quarters, with the third quarter reaching a 71.61% increase [17] - The company's approach is not merely about providing tools but about constructing intelligence rooted in its business logic and data assets [17] - Kingsoft Office's strategy is characterized by a deep understanding of "knowledge as an asset" and a commitment to data sovereignty [17]