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金蝶国际(00268) - 自愿公告
2025-10-24 09:08
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責,對其準確性或完整性亦不發表任何聲明,並表明不會就本公告全部或任何部 分內容所產生或因倚賴該等內容而引致的任何損失承擔任何責任。 金蝶國際軟件集團有限公司 主 席 徐 少 春 深圳,中華人民共和國 本公告乃金蝶國際軟件集團有限公司(「本公司」連同其附屬公司(「本集團」)) 自願作出,旨在向本公司的股東及潛在投資者提供有關本集團的最新季度業務發 展情況。 金蝶持續深化「AI優先、訂閱優先、全球化」的核心戰略,截至2025年9月30日, 金蝶雲訂閱服務年經常性收入(ARR)約為人民幣38.6億元,同比增長約18%; 金蝶雲·苍穹&星瀚、金蝶雲·星空、金蝶雲·星辰、金蝶精斗雲的淨金額續費率(Net Dollar Retention,NDR)分別為105%、95%、93%、88%。期內,集團中標簽約 Chin Hin Group Berhad、北汽集團、玉柴集團、新鋼聯、華熙生物、強腦科技等 知名企業。 本公告所載以上營運數據未經審核乃僅供參考。本公司股東及潛在投資者應審慎 以避免不恰當地依賴上述數據,及於買賣本公司證券時務請審慎行事。 承董事會 ...
中金公司港股晨报-20251023
CICC· 2025-10-23 05:59
Market Overview - The Hang Seng Index is expected to hold at 25,000 points, reflecting a forecasted price-to-earnings ratio of 12 times over the next 12 months, amid concerns over U.S.-China relations and weak consumer spending in mainland China [1] - The U.S. Federal Reserve's recent hawkish stance on interest rate cuts has led to reduced expectations for future rate reductions, with only one cut anticipated in 2026, lower than market expectations [3][5] Company News - Ping An Good Doctor (1833) and Prada (1913) are in focus due to their earnings reports [2] - Minglue Technology (2718) is starting its IPO today, aiming to raise 1 billion HKD, with plans to allocate 35% of the proceeds to enhance R&D capabilities [9] - China Unicom (0762) reported a 5% increase in net profit for the first three quarters, reaching 20 billion RMB, with service revenue growing by 1.1% [9] - Sands China (1928) reported a 3% increase in adjusted property EBITDA for the third quarter, with net revenues rising by 7.5% to 1.9 billion USD [9] - Longjiang Storage is considering an IPO as early as next year, potentially seeking a valuation of up to 300 billion RMB [9] Industry Insights - The insurance sector is expected to benefit from strong A-share performance, leading to improved investment returns in Q3 [6] - The AI sector is seeing accelerated adoption in mainland China, with breakthroughs in chip development [6] - The Chinese gaming industry has received approval for 159 domestic and 7 imported games in October, indicating a recovery in the sector [7] - The Shenzhen government is supporting leading companies in strategic industries to list in Hong Kong or refinance, aiming to enhance the quality of listed companies by 2027 [7]
中国软件国际(00354) - 自愿性公告 - 中软国际入围中化信息2025-2027年咨询、ERP...
2025-09-01 22:16
香港交易及結算所有限公司及香港聯合交易所有限公司(「聯交所」)對本公佈的內 容概不負責,對其準確性或完整性亦不發表任何聲明,並明確表示概不就因本公 佈全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 CHINASOFT INTERNATIONAL LIMITED 中軟國際有限公司 * (於開曼群島註冊成立之有限公司) (股份代號:354) 自願性公告 中軟國際入圍中化信息2025-2027年 咨詢、ERP、實施運維服務集中採購項目 中軟國際有限公司 主席兼首席執行官 陳宇紅博士 中軟國際有限公司(以下簡稱「中軟國際」或「公司」)發佈本公告作為自願公佈,讓 公眾人士知悉本公司最新資料。 本公司欣然宣佈,近日,公司成功入圍中化信息技術有限公司(以下簡稱「中化信 息」)2025-2027年人力外包服務集中採購項目,涵蓋咨詢服務類、ERP類、實施運 維類三個關鍵標包。該項目旨在推動化工領域數字化咨詢、雲規劃、信息技術創 新應用項目建設,助力ERP系統在企業內的高效應用和持續優化,為項目實施和 系統運行提供堅實保障。 此次入圍,不僅是對中軟國際ERP咨詢實施及數字化轉型服務能力的高度認可, 更標誌 ...
信达国际控股港股晨报-20250825
Xin Da Guo Ji Kong Gu· 2025-08-25 06:35
Market Overview - The Hang Seng Index is expected to challenge the 26,000 point mark due to stable economic performance in mainland China and a lack of immediate economic stimulus plans, alongside improved corporate earnings [2] - The agreement between China and the US to extend the 90-day tariff truce and the active trading environment in Hong Kong contribute to a positive risk appetite among investors [2][8] - The performance of major technology stocks during the earnings season could provide momentum for the market [2] Sector Focus - The report highlights optimism in sectors such as biomedicine and electric vehicles, with strong earnings and increased production targets indicating confidence in these industries [9] Corporate News - Companies like Pop Mart (9992), JD Logistics (2618), and China Telecom (0728) are noted for their recent performance, with Pop Mart launching a new product [5] - The US Federal Reserve's decision to maintain interest rates and the potential for future rate cuts are influencing market sentiment, with expectations of two rate cuts totaling 0.5% this year [5][11] - The performance of the US stock market, driven by expectations of rate cuts, has positively impacted investor sentiment in Hong Kong [8] Economic Indicators - The report mentions that the cumulative number of railway passengers in mainland China during the summer exceeded 820 million, reflecting a year-on-year growth of 6.4% [11] - The total box office for the summer film season in mainland China surpassed 11 billion RMB, indicating a strong recovery in consumer spending [11] Regulatory Developments - The Chinese government is taking steps to regulate the internet platform pricing behavior, aiming to create a fair competitive environment [10] - The Ministry of Industry and Information Technology is focusing on advancing key technologies such as GPU chips, which could impact the technology sector positively [10]
8月4日【港股Podcast】恆指、華虹半導體、金蝶、長汽、小米、小鵬
Ge Long Hui· 2025-08-05 03:02
Group 1 - The Hang Seng Index shows mixed signals with a neutral summary, indicating no clear direction, with resistance at 25,230 and support at 24,100 [1] - Investors in Hua Hong Semiconductor are optimistic about a potential rise to 50, needing to break resistance at 44.1 and 48.3 [3] - Kingdee International's stock price closed at 18.82, indicating a buy signal with resistance at 19.7 and potential to reach 21.4 [6][7] - Great Wall Motors has seen a rebound, closing at 13.36, with a buy signal and resistance at 13.8 and 14.4 [10][13] - Xiaomi Group's trading signal is a sell, with overall bearish sentiment and support at 52.7 and resistance at 56.9 [16] - XPeng Motors shows a neutral signal with no clear direction, suggesting caution before entering, with support levels at 70.1 and 68.6 [20]
金蝶国际(00268) - 自愿公告
2025-04-09 09:06
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責,對其準確性或完整性亦不發表任何聲明,並表明不會就本公告全部或任何部 分內容所產生或因倚賴該等內容而引致的任何損失承擔任何責任。 金蝶持續深化雲訂閱模式轉型戰略,截至2025年3月31日,金蝶雲訂閱服務年經 常性收入(ARR)約為人民幣35.6億元,同比增長約20%;金蝶雲·苍穹&星瀚、 金蝶雲·星空、金蝶雲·星辰、金蝶精斗雲的淨金額續費率(Net Dollar Retention, NDR)分別為108%、94%、92%、88%。期內,集團中標签约貴州茅台、吉利控 股、中國醫藥、中國紙業、零一万物、未來式智能等知名企業。 本公告所載以上營運數據未經審核乃僅供參考。本公司股東及潛在投資者應審 慎以避免不恰當地依賴上述數據,及於買賣本公司證券時務請審慎行事。 承董事會命 金蝶國際軟件集團有限公司 主 席 徐 少 春 KINGDEE INTERNATIONAL SOFTWARE GROUP COMPANY LIMITED 金蝶國際軟件集團有限公司 (於開曼群島註冊成立的有限公司) (股份代號:268) 自願公告 本公告乃金蝶國際軟件集團有限公 ...