雷峰网·2025-12-30 03:34Core Viewpoint - The current period is seen as an optimal window for agencies to represent WPS 365, especially as the domestic market shifts towards localization and the SaaS model gains traction in the enterprise sector [1][2]. Group 1: Market Dynamics - The cloud business growth is slowing, leading many channel vendors to hesitate in entering the SaaS market due to perceived low payment willingness and thin customer pricing [2]. - The domestic software market has seen a significant shift towards localization, particularly in the private enterprise sector, with increasing adoption of WPS formats as a compliance trend [4][5]. Group 2: Strategic Moves - Kingsoft Office's revenue for 2024 was reported at 5.121 billion yuan, with 3.283 billion yuan coming from individual business (To C) and only 1.703 billion yuan from To B (SaaS subscriptions and licensing) [6]. - The company aims to enhance its market share in the private enterprise sector, which requires a shift from policy-driven to value-driven competition [7]. Group 3: Partnership Development - Longzhong Jiahua was selected as the exclusive distributor for Kingsoft Office in the private enterprise market, marking a strategic partnership aimed at building a self-sustaining channel ecosystem [3][8]. - The collaboration is based on shared values and business philosophies, with both parties recognizing the need for a robust channel network to penetrate the B-end market effectively [11][12]. Group 4: SaaS Market Insights - Longzhong Jiahua emphasizes the importance of adapting SaaS products to the Chinese market rather than directly copying foreign models, advocating for diverse product forms to meet local needs [13][14]. - The company believes in focusing on depth rather than breadth in market penetration, targeting key industry leaders to establish benchmark cases that can facilitate broader market acceptance [15]. Group 5: Channel Strategy - The channel network is being built with a focus on deep partnerships, aiming to empower partners with the necessary skills and resources to effectively market and support WPS 365 [24]. - Longzhong Jiahua is actively seeking partnerships in the manufacturing sector, particularly high-end manufacturing, to leverage existing relationships and expertise for rapid market entry [25][31]. Group 6: Future Growth Potential - The enterprise-level AI capabilities of WPS are seen as a significant growth area, with the potential to enhance data intelligence and operational efficiency for businesses [32][36]. - The transition from traditional project-based revenue to a sustainable SaaS model is highlighted as a key strategy for long-term profitability and market stability [29].