对于大部分传统企业而言，企业的数字化转型建设是一个漫长的、充满坎坷的过程，也造就了信息部门 与业务部门这对欢喜冤家，与其说是转型过程不如说是两个部门相爱相杀的过程，也造就了很多业务部 门对信息部门的扎心语录与名场面，今天老杨就来盘点一下： 扎心语录一：系统不好用！ 在企业数字化转型建设过程中，经常遇到的问题就是系统上线后推广难、应用难，如果要说其中的原 由，我们听到最多的就是业务部门经常说的那句话：系统不好用！所以业务部门不用！但究竟是哪里不 好用？有时候业务部门也说不出个所以然，总之一句话还是：系统不好用！ 为什么会出现这种问题？老杨分析如下： 第一，系统功能确实不好用，比如一些软件产品老旧的系统架构、臃肿的功能设计，让员工不爱用；一 些软件公司除了产品功能设计不足外，实施能力也不行，难以满足业务部门工作需求，导致系统不好 用，难以应用起来。 第二，业务部门不想用，原因比如担心被系统监管、担心工作被系统替代、担心失去利益的灰度等等， 导致消极使用甚至拒绝使用数字化系统。 第三，企业本身的管理问题，缺经验、少方法、信息部门能力不足等等； 第四，新旧系统切换，新系统的上手应用需要时间，先入为主的思维让业务部门觉 ...

齐鲁晚报齐鲁壹点王坤 近日，泰安市大数据局、市财政局联合印发《泰安市数据要素券发放工作实施方案》(泰数字〔2025〕5号)，面向全市企业发放总额500 万元的数据要素券，以"真金白银"助力企业数字化转型和数据资产入表，推动数据要素价值释放。 (一) 数据要素券申请 1、登录泰安市数据要素管理服务平台,网址: http://111.36.110.42:13000/, 首次登录,需要 先注册并完成身份认证。 2、登录成功,点击【数据要素券】。 3、上传企业营业执照,进行申请。 1、等待"数据资源盘整及归集"材料审核通过 后，选择【数据资产登记】。 2、完成数据资产入表后，上传登记凭证。 (二) 数据资源盘整及归集 1、等待营业执照审核通过后,选择【数据资源 盘整及归集】。 2、按照要求上传资料清单:企业业务系统信息 表、数据合规承诺书、成本归集表、最近一期财 务报表、采购软硬件合同等。 (三) 数据资产登记 数据要素券申领需满足严格条件：企业须为泰安行政区域内注册的独立法人且正常经营，通过"泰安市数据要素管理服务平台"完成用户 实名认证并上传营业执照等文件，审核通过后方可申领。 使用流程方面，企业完成数据资产入表 ...

一、企业级B2B平台的重要性与挑战 1.1 重要性 随着市场竞争的日益激烈和消费者需求的多样化，企业间的交易模式也在不断变化。传统的线下交易方式因信息不对称、交易成本高、效率低 等问题，已难以满足现代企业快速响应市场、高效协同的需求。企业级B2B平台的出现，通过数字化手段整合行业资源，优化供应链流程，提 供一站式交易服务，极大地提升了企业间的交易效率，降低了交易成本，为企业带来了更多的商机和利润。 1.2 挑战 然而，企业级B2B平台的发展并非一帆风顺。一方面，不同行业、不同规模的企业在数字化转型过程中面临着各自独特的挑战，如数据孤岛、 系统兼容性问题、业务流程复杂等；另一方面，随着平台用户的不断增多和交易量的不断增加，如何保证平台的安全性、稳定性以及高效性， 也成为了平台开发者必须面对的重要课题。此外，如何在激烈的市场竞争中脱颖而出，提供差异化、个性化的服务，也是企业级B2B平台需要 思考的问题。 二、数商云：企业级B2B平台开发的领军者 在当今数字化经济高速发展的时代，企业级B2B（Business-to-Business）平台作为连接供应商与采购商、优化供应链流程、提升交易效率的关 键工具，正逐渐成为企 ...

Core Viewpoint - JuShuiTan has achieved profitability four years ahead of the average SaaS industry timeline, which typically takes 15 years to reach profitability, marking a significant milestone for the company [7]. Group 1: Company Overview - JuShuiTan Group Co., Ltd. was established in 2014 and is advancing its IPO process on the Hong Kong Stock Exchange with CICC and JPMorgan as joint sponsors [2]. - The company offers a comprehensive suite of SaaS products and services aimed at enhancing business capabilities and performance for clients while significantly reducing deployment and operational costs [2]. Group 2: Product and Market Position - JuShuiTan's core SaaS product is its ERP system, which addresses key e-commerce order management needs for merchants on major platforms, including OMS, WMS, PMS, and DMS [4]. - The ERP has become the most popular e-commerce SaaS ERP brand among Chinese merchants, with a growing range of additional e-commerce operational SaaS products launched [4]. - From 2022 to 2024, customers purchasing two or more JuShuiTan products contributed 30.6%, 33.0%, and 37.7% to total SaaS revenue, respectively [4]. Group 3: Market Strategy and Growth - JuShuiTan is strategically positioned to support small and medium-sized enterprises (SMEs) in navigating the complexities of digital transformation amidst a challenging foreign trade environment [5]. - The company is actively exploring cross-border business opportunities while contributing to domestic market stability, which is expected to expand its market space [5]. Group 4: Financial Performance - JuShuiTan is projected to be the largest e-commerce SaaS ERP provider in China by 2024, holding a market share of 24.4%, surpassing the combined share of the next five competitors [5][6]. - The company reported revenues of 523 million yuan, 697 million yuan, and 910 million yuan from 2022 to 2024, with a compound annual growth rate (CAGR) of 31.9% [6]. - The gross margin has shown a consistent upward trend, increasing from 52.3% in 2022 to 68.5% in 2024 [6]. - By 2024, JuShuiTan achieved an adjusted net profit of 48.99 million yuan and a net customer revenue retention rate of 115% [6][7]. Group 5: Future Plans - The funds raised from the IPO will primarily be used to enhance research and development capabilities, strengthen sales and marketing efforts, seek strategic investments, and support general corporate purposes [7].

Market Space and Transformation Demand - The demand for digital transformation in enterprises has significantly increased post-pandemic, with the core ERP market space exceeding 50 billion yuan and the broader ERP market space exceeding 100 billion yuan [1][10] - Large enterprises continue to release information technology needs in areas such as group finance, marketing, and supply chain, while medium-sized enterprises are upgrading from basic information technology to intelligent management [1][10] - There are nearly 400,000 industrial enterprises above a designated size in China, providing a substantial customer base for ERP software, with significant differences in customer unit prices across different enterprise sizes [1][10] Breakthroughs and Competitive Landscape of Domestic Vendors - The dual-channel drive of digital transformation and the "Xinchuang" policy has created significant opportunities for domestic vendors, particularly in state-owned enterprises [2][10] - Leading vendors such as Kingdee, Yonyou, and Inspur have established dominant market positions through cloud transformation and product line enhancements, with Kingdee's cloud business revenue accounting for 76% of total revenue, and Yonyou's cloud business revenue nearing 70% [2][10] - Market share is dominated by Yonyou and Kingdee, which together account for approximately 26%, while foreign vendors like SAP hold an 18% share [2][10] Technological Evolution and Application Scenario Innovation - AI technology is reshaping the application model of enterprise management software, with international vendors like Microsoft and Salesforce implementing low-code platforms combined with AI capabilities [3][10] - Domestic vendors are also leveraging AI, with Kingdee's cloud services implementing chatbots and visual recognition, while Yonyou's intelligent platform automates processes in finance, human resources, and procurement [3][10] - The combination of cloud computing and AI is lowering the barriers to software usage, with Kingdee's public cloud renewal rate reaching 90% [3][10] Xinchuang and Domestic Process - The Xinchuang policy is driving the localization of software from office applications to core business systems, with significant progress in the financial and telecommunications sectors [4][10] - State-owned enterprises have set clear digital transformation goals during the 14th Five-Year Plan, with notable increases in Xinchuang investment proportions [4][10] - Domestic vendors like Kingdee and Yonyou are gradually replacing foreign systems like SAP and Oracle in core systems of large enterprises [4][10] Future Trends - The enterprise management software market is expected to exhibit a threefold trend of "cloudification, localization, and intelligence," with cloud business revenue continuing to rise [5][10] - Driven by Xinchuang, domestic vendors are likely to increase their market share in large enterprises from the current 50% [5][10] - AI technology is anticipated to evolve from being an auxiliary tool to becoming a core productivity driver, ultimately achieving full-scenario coverage as "personal AI assistants" [5][10]

Group 1 - The core viewpoint of the article emphasizes the integration of AI with Business Intelligence (BI), termed as AI-enabled BI (ABI), which transforms traditional decision-making processes into proactive, predictive models, addressing the limitations of conventional BI systems [1][14][18]. - The ABI market in China is experiencing explosive growth, with a projected increase from 300 million yuan in 2023 to 800 million yuan in 2024, reflecting a compound annual growth rate of 42% from 2024 to 2028 [3][22][23]. - ABI is being applied across various industries, including finance, retail, manufacturing, government, and energy, showcasing its versatility and effectiveness in enhancing operational efficiency and decision-making [4][5][6][7]. Group 2 - The article outlines four key breakthroughs of AI-enabled BI: natural language interaction, multimodal data integration, complex reasoning and collaboration, and data insight narrative generation, which collectively enhance user experience and analytical capabilities [2][49][52]. - Challenges facing ABI include data governance issues, algorithm opacity, and industry adaptation gaps, which need to be addressed for further advancement [7][9]. - The differentiation between domestic and international vendors is highlighted, with international companies focusing on technical depth and ecosystem integration, while domestic firms prioritize lightweight deployment and localized innovation [8][9].

在美国加征关税阴云下，数据仓库巨头Snowflake交出一份令投资者满意的财报。该公司首席财务官直 言，关税调整并未对其业务造成影响。 Snowflake周三发布的财报显示，截至7月的季度，该公司主要产品收入预计将增长约25%达10.4亿美 元，超过分析师平均预期的10.3亿美元。这也是该公司季度营业收入首次超过10亿美元。 Snowflake进一步加码AI Snowflake对业绩乐观的展望与其AI领域布局密不可分。首席执行官Sridhar Ramaswamy表示公司正着力 推出新产品。其再度强调，公司正致力于"降低客户在Snowflake平台上使用大型语言模型开发生成式AI 应用的门槛"。 杰富瑞分析师Brent Thill指出，这些AI工具或将在今年晚些时候"显著贡献业绩"，成为新的增长点。 此外，公司同步上调了全年产品收入预测，从42.8亿美元提高到43.3亿美元。 该公司首席财务官Mike Scarpelli在财报电话会议上明确表示： 实际上，我们并未看到当前关税新闻及其他事件对公司的任何影响。 这一声明暗示了软件行业特别是以数据和AI为中心的业务，可能在短期内不会立即受到贸易紧张局势 的负面冲击。 ...

Group 1 - The National Data Bureau held a seminar on the "14th Five-Year Plan" for digital China construction, focusing on various aspects of digital technology development and enterprise digital transformation [1] - Experts and representatives from organizations such as Shanghai Artificial Intelligence Laboratory, Shanghai Jiao Tong University, and Pinduoduo provided suggestions on data element market construction, platform economy, and data security [1] - The National Data Bureau aims to enhance communication with enterprises to better coordinate data development and security, responding to actual concerns of businesses to create a favorable policy environment for innovation [1]

Core Insights - The company is a key player in the blood dialysis equipment industry, having established a complete product chain through independent research and development, and has provided over 300 million dialysis services to more than 5,000 hospitals and dialysis centers domestically and internationally [1] - The company anticipates a sales revenue growth of over 100% for blood dialysis equipment in 2024, indicating an increase in market share and enhanced competitiveness within the industry [1] - The company is actively pursuing digital transformation and the construction of smart factories, which are expected to improve operational efficiency and management effectiveness [1] Industry Positioning - The company has expanded its footprint by investing in or acquiring subsidiaries across various regions, achieving a comprehensive layout of the blood dialysis product supply chain and enhancing its industry position and core competitiveness [2] - The company views overseas markets as a significant growth opportunity, with successful registrations in countries like Indonesia, Peru, and Mexico, and is accelerating certification processes in Russia and Turkey [2] - The ASEAN market is identified as one of the most promising growth areas for blood dialysis, with the company already achieving sales in most ASEAN countries, particularly in Indonesia, Malaysia, Thailand, and Vietnam [2]

Report Industry Investment Rating - The rating for stock index is "oscillation" [1] Core View of the Report - The global stock market rose this week, especially the US stocks driving the significant recovery of developed markets. The Sino-US Geneva talks achieved better-than-expected progress, with a 91% reduction in reciprocal tariffs, and 24% of the tariffs suspended for 90 days. This will lead to trade restoration between the two countries in the next 90 days, and the external cycle will support the domestic economy. However, policy efforts may remain conservative, and the inflation situation is hard to strengthen. Given the current high valuation of the stock market, the potential return on investment is restricted. The short - term market is expected to maintain an oscillatory trend [2][9] Summary According to the Directory 1. One - Week View and Macro Key Event Overview - **Next Week's View**: The market is expected to wait for the return of liquidity. The short - term market will maintain an oscillatory trend due to Sino - US trade restoration, conservative policy efforts, and high stock market valuations [2][9] - **This Week's Key Event Concerns**: - On May 12th, Sino - US Geneva economic and trade negotiations made positive progress, with a 91% reduction in reciprocal tariffs. The US and China will adjust relevant tariff policies, and China will take measures to suspend or cancel non - tariff countermeasures against the US. Also, 34 cities will be selected for the third batch of enterprise digital transformation pilot projects. Japan's Prime Minister demanded the US to cancel all additional tariffs [10][11][12] - On May 13th, China's leader proposed to start five major projects with Latin American countries. The National Development and Reform Commission emphasized the importance of work - relief. The central bank's deputy governor summarized four changes in the central bank's policy framework. India plans to impose tariffs on some US products. China's central bank and Brazil's central bank signed relevant agreements [14][15][16][17][18] - On May 14th, China's leader met with leaders of Colombia and Chile, promoting bilateral cooperation. Seven departments issued policies to build a science - technology finance system. Tax data showed that the national enterprise sales revenue increased by 4.3% year - on - year in April. China's M2 growth rate was 8% and M1 was 1.5% in April [19][20][21][22] - On May 15th, China will implement a visa - free policy for five South American countries. The Supreme People's Court and the CSRC jointly issued a document to combat illegal activities in the capital market. The agricultural machinery market index in April showed a weak peak season [23][24][25] - On May 16th, the average annual salary of urban non - private employees in 2024 was 124,110 yuan, with a 2.6% increase, and that of private employees was 69,476 yuan, with a 4% increase. Public fund professionals refuted the view of market repositioning due to public fund assessment benchmarks. The Ministry of Commerce emphasized the importance of duty - free shopping for consumption [26][27][28] 2. One - Week Market Quotes Overview - **Global Stock Market Weekly Overview**: From May 12th to May 16th, the global stock market denominated in US dollars generally rose. The MSCI Global Index rose 3.97%, with developed markets (+4.08%) > emerging markets (+2.98%) > frontier markets (+1.72%). The stock index of Taiwan, China rose 5.37%, leading the world, while the Japanese stock market fell 0.48%, performing the worst globally [29] - **Chinese Stock Market Weekly Overview**: Chinese equity assets were divided into markets, with Chinese concept stocks > A - shares > Hong Kong stocks. The average daily trading volume of A - shares in the Shanghai, Shenzhen, and Beijing stock exchanges was 1266.4 billion yuan, a decrease of 87.2 billion yuan from last week. A - share indexes were differentiated, with blue - chip indexes such as the Beijing Stock Exchange 50 and the Shanghai Stock Exchange 50 rising more than 1%, while the CSI 500, CSI 1000, and STAR 50 indexes fell [32] - **Weekly Overview of GICS Primary Industries in Chinese and Foreign Stock Markets**: Most global GICS primary industries rose this week, with the information technology industry leading (+7.39%), and the healthcare industry performing poorly (-0.02%). In the Chinese market, the financial industry led the rise (+1.91%), and the information technology industry led the decline (-0.84%) [35] - **Weekly Overview of Chinese A - Share CITIC Primary Industries**: Among Chinese A - share CITIC primary industries, 21 rose (30 last week) and 9 fell (0 last week). The leading industry was the automobile industry (+2.71%), and the industry with the largest decline was the national defense and military industry (-1.61%) [36] - **Weekly Overview of Chinese A - Share Styles**: The large - cap growth style was dominant [41] - **Overview of Stock Index Futures Basis**: No specific data was summarized in the text [44] 3. Index Valuation and Earnings Forecast Overview - **Broad - Based Index Valuation**: The text provided PE and PB data for various broad - based indexes this week, at the beginning of the year, and their changes and eight - year percentile rankings [53] - **Primary Industry Valuation**: The text provided PE and PB data for various primary industries this week, at the beginning of the year, and their changes and eight - year percentile rankings [54] - **Broad - Based Index Equity Risk Premium**: The ERP of the CSI 300, CSI 500, and CSI 1000 decreased slightly this week [55][60] - **Consensus Earnings Growth Rate of Broad - Based Indexes**: The expected earnings growth rate of the CSI 300 in 2025 was adjusted down to 8.38% and up to 8.09% in 2026; that of the CSI 500 in 2025 was adjusted down to 37.38% and down to 16.00% in 2026; that of the CSI 1000 in 2025 was adjusted up to 1.55% and down to 18.76% in 2026 [61] 4. Liquidity and Capital Flow Tracking - **Interest Rates and Exchange Rates**: This week, the yield of the 10 - year Treasury bond and the 1 - year Treasury bond rose, and the spread widened. The US dollar index was 100, and the offshore RMB exchange rate was 7.20 [68] - **Trading - Type Capital Tracking**: This week, the average daily trading volume of northbound funds decreased by 13.3 billion yuan compared with last week, and the margin trading balance increased by 4.3 billion yuan [71] - **Capital Inflow Tracking through ETFs**: There were 28 on - site ETFs tracking the CSI 300, 27 tracking the CSI 500, 15 tracking the CSI 1000, and 29 tracking the CSI A500. The share of ETFs tracking the CSI 300 decreased by 1.6 billion shares, that of the CSI 500 decreased by 200 million shares, that of the CSI 1000 decreased by 700 million shares, and that of the CSI A500 decreased by 4.3 billion shares [73][74][78] 5. Tracking of Domestic Macro High - Frequency Data - **Supply Side**: The tire operating rate rebounded rapidly [80] - **Consumption Side**: The number of second - hand housing listings decreased, and international oil prices slightly recovered [90] - **Inflation Observation**: Agricultural product prices reached a new low this year [101]