计算机行业GenAI系列（十一）：ERP厂商积极拥抱AI浪潮，管理范式升级

Investment Rating - The report assigns a "Buy" rating for the computer industry, maintaining the previous rating of "Buy" [2]. Core Insights - The integration of AI into ERP systems is driving a transformation in business processes and management paradigms, shifting from process-driven to data and decision-driven approaches [5][17]. - ERP vendors are actively embracing the AI wave, enhancing their core application value through the accumulation of data assets and industry know-how [5][32]. - The current application of AI in ERP is primarily limited to single-point scenarios, with significant potential for future penetration as technology advances [5][32]. Summary by Sections AI Empowerment of ERP - AI is enhancing ERP systems by automating processes, providing data analysis, and offering personalized services, which improves management efficiency and decision-making [17][19]. - The long-term vision includes AI agents reshaping ERP workflows, allowing for autonomous decision-making without reliance on preset processes [20][21]. Overseas Developments - SAP's Business AI solutions integrate AI deeply into core business processes, offering a multi-layered product service layout [34][36]. - Salesforce has introduced Agentforce, a platform for creating AI agents that automate various business tasks, enhancing operational efficiency [50][51]. Domestic Developments - Domestic ERP vendors like Kingdee International, Yonyou Network, and others are actively developing AI capabilities, with varied product layouts and industry focuses [64].