来源：管理智慧 导读 数智化并非遥远的概念，而是一场发生在当下的、深刻的商业实践。对于每一位企业家与管理者而言，本书的价值在于它提供了一套经过验证的、可执行 的行动指南。读者真正需要思考的问题是：我们的企业正处在"1-2-3"的哪个阶段？又该如何迈出通向"智能运营"的下一步？ 作者 | 王文京 来源 |《大型企业数智化》 以云计算、大数据与人工智能（AI）为代表的新一代信息技术正加速渗透到经济社会的各个领域。从工业时代的规模化生产，到数智时代的敏捷化创 新，企业的竞争逻辑已发生根本性转变。用友公司自创立至今（本书完稿时）已有37年，见证并参与了中国企业从电算化到信息化再到数智化的三次重大 变革。每一次变革都重塑了商业世界的底层逻辑。尤其是近年的AI热潮，进一步推高了企业应用数智技术创新业务、改进经营、提升管理的热情和力 度。数智化带来的不是简单的技术升级，而是一场彻底的商业革命。 通过参与大量数智化峰会研讨、进行企业客户走访和与企业家交流，我深刻感受到，数智化作为当代企业进步的核心议题之一得到了几乎所有企业的重视 和推进。无论是央国企的高质量发展、民企的全球化竞争，还是海外企业的信息系统升级换代，数智化都成为 ...

Core Insights - The article highlights the rapid commercialization of enterprise-level AI, particularly through the success of Youyou Network, which achieved over 320 million yuan in AI-related contract signings in the first half of 2025, indicating a significant market opportunity [2][3][6]. Group 1: Market Dynamics - The enterprise AI application market is experiencing explosive growth, with a reported daily usage of 10.2 trillion tokens in China's enterprise-level market, a 363% increase from the second half of 2024 [3]. - The demand for enterprise AI is driven by the urgent need for intelligent operations as companies undergo digital transformation [3][7]. - The competitive landscape is shifting towards the ability to implement AI applications effectively, moving from exploratory phases to large-scale applications [3][7]. Group 2: Company Strategy - Youyou Network's strategy focuses on "scenario-based implementation and full-process integration," which allows their AI solutions to evolve from traditional tools to intelligent partners for businesses [4]. - The company has successfully signed AI projects with major enterprises across various sectors, including finance, human resources, and supply chain management, demonstrating its commercial viability [5][6]. Group 3: Competitive Advantage - Youyou Network's long-term investment in R&D and deep understanding of customer needs have positioned it as a leader in the commercialization of enterprise AI [7][8]. - The company has developed a robust "Know-how" system that enables it to accurately identify key business scenarios for AI implementation, avoiding pitfalls associated with a purely technology-driven approach [9][10]. Group 4: Industry Outlook - The article suggests that Chinese software companies, led by Youyou Network, are rapidly catching up to international giants in the enterprise software market, achieving significant growth in both domestic and international markets [11][13]. - Youyou Network's overseas business revenue grew by 24.9% year-on-year, indicating strong market potential despite its smaller revenue share [13]. - The company is poised to leverage its first-mover advantage in enterprise AI as the market accelerates towards large-scale implementation, driven by policy support and market demand [14].

Core Insights - The rise of enterprise-level AI applications is accelerating, becoming a new engine for industry transformation and driving digital transformation for businesses [1] - Yonyou, a software service provider with over 30 years of experience, is focusing on integrating AI with business scenarios to create practical solutions for enterprises [1][2] - The AI products developed by Yonyou are not merely auxiliary tools but are deeply integrated into core business processes, addressing real issues faced by enterprises [1][3] AI-Driven Digital Transformation - Yonyou has conducted extensive AI training for large enterprises, identifying three core demands: cost reduction and efficiency improvement, precise operations, and enhanced risk management [2][3] - Enterprises are looking to AI to optimize operational costs and improve resource utilization through smart models and algorithms [2] - AI is expected to facilitate precise operations by enhancing supply chain responsiveness and reducing inventory issues in a rapidly changing market [2][3] Risk Management Enhancement - There is a strong demand for AI to strengthen risk management, especially for large enterprises facing complex and globalized operational risks [3] - AI can improve contract review processes by accurately identifying potential risks and ensuring compliance with various regulations [3] Human-Machine Interaction and Business Model Transformation - AI is reshaping human-machine interaction, making it more efficient and user-friendly, as exemplified by Yonyou's ChatBI [4] - The shift from product-oriented to service-oriented business models is facilitated by AI, enhancing customer engagement and market competitiveness [4] Challenges in AI Implementation - Many enterprises face challenges such as lack of high-quality data governance, difficulties in integrating AI into existing processes, and concerns over data security and compliance [5] - The absence of structured data and clear metrics for measuring AI effectiveness hinders its implementation in business processes [5] Central State-Owned Enterprises and AI Strategy - Central state-owned enterprises are leading the way in implementing AI strategies, focusing on operational management and risk control [6] - Yonyou has extensive experience in supporting these enterprises with tailored AI solutions that integrate seamlessly with existing systems [6][7] Industry-Specific AI Solutions - Yonyou's AI products are designed to meet the specific needs of various industries, allowing for rapid implementation of AI solutions [7][8] - Collaborative efforts between enterprises and service providers are essential for developing customized AI solutions that address unique business challenges [8] Conclusion - AI is becoming a core force driving digital transformation in enterprises, reshaping traditional data processing, business processes, and management decision-making [9] - Yonyou's AI products and services are closely aligned with enterprise needs, continuously injecting new growth momentum into businesses [9]

Core Viewpoint - Yonyou Network Technology Co., Ltd. reported a revenue decline of 5.9% year-on-year for the first half of 2025, with a total revenue of 3.581 billion yuan compared to 3.8 billion yuan in the same period last year [1][2]. Financial Performance - Revenue for the first half of 2025 was 3.581 billion yuan, down from 3.805 billion yuan in the previous year, marking a decrease of 5.9% [2]. - The net loss attributable to shareholders was 944.52 million yuan, compared to a net loss of 793.94 million yuan in the same period last year [2]. - The net cash flow from operating activities was -928.18 million yuan, an improvement from -1.521 billion yuan in the previous year [2]. - Total assets decreased by 9.2% to 21.93 billion yuan, while net assets attributable to shareholders fell by 8.5% to 7.55 billion yuan [2]. Business Segments - The company's cloud service revenue reached 2.763 billion yuan, accounting for 77.2% of total revenue, an increase of 2.4 percentage points year-on-year [4]. - The core product, Yonyou BIP, generated 1.33 billion yuan in revenue, up 7.7% year-on-year, and its proportion of total revenue increased by 4.7 percentage points [3][4]. - The company signed AI project contracts with notable enterprises, contributing to a revenue of 2.319 billion yuan from large enterprise clients, despite a 2.9% year-on-year decline [5]. Strategic Developments - The company is focusing on optimizing its workforce and enhancing AI applications, resulting in a reduction of 2,178 employees to a total of 19,105 [3]. - Yonyou Network is transitioning to a subscription-based business model, with subscription-related contract liabilities increasing by 23.6% to 2.41 billion yuan [4]. - The company has successfully launched AI projects with various clients, indicating a strong push towards digital transformation in finance, human resources, and supply chain management [5]. Management Changes - Frequent changes in management have been noted, with founder Wang Wenjing reassuming the role of president after a series of short tenures by other executives [7][9][11]. Shareholding Structure - As of June 30, 2025, major shareholders include Beijing Yonyou Technology Co., Ltd. with 26.96% and Shanghai Yonyou Technology Consulting Co., Ltd. with 11.47% [12][15]. - The company’s stock price was reported at 17.13 yuan, with a market capitalization of 58.533 billion yuan [17].

图片系AI生成 第四，在用户交互层面，软件使用方式发生了根本性转变：传统菜单式操作模式已被自然语言交互所取 代。用户通过语音指令或自然文本输入即可完成操作并达成使用目标，这使得软件从被动工具转变为具 有主动服务能力的智能伙伴，如同为用户配备了专属助理。 第五，企业软件的商业模式和付费机制或将迎来重要调整，从原有的许可授权或订阅制付费模式，逐步 转向基于业务实际成效的成果导向型付费。 "今天所有的企业最关切的是AI如何在企业应用落地，而且企业应用AI的目标也很明确，就是要'增效降 本、精准运营、管控风险'。"在2025全球商业创新大会（GBIC·2025）上，用友网络董事长兼CEO王文 京表示。 如何才能让AI在企业成功应用落地？ 王文京指出，接入或部署大模型是必须的，但是还不够，企业需要推进好三个方面的工作：一是升级应 用数智化的新一代企业软件；二是加强开展数据治理、知识治理；三是接入或部署主流大模型和垂类模 型。 AI对企业软件带来六大改变 AI不仅重塑企业的经营管理与生产运营，对企业软件产业本身也带来革命性改变。这种变革主要体现 在六个维度，首先，人工智能技术的应用使企业软件突破了既有能力边界与价值层级体 ...

Core Viewpoint - Yongyou Network has submitted an application for listing on the Hong Kong Stock Exchange, with joint sponsors being CMB International and CITIC Securities [1] Group 1: Company Overview - Yongyou Network is a leading global provider of enterprise software and intelligent services, focusing on the development, sales, and services of enterprise digital intelligence software and intelligent services based on AI, big data, and cloud computing [1] - According to a report by Frost & Sullivan, Yongyou Network is the largest market participant in China's enterprise software and services market based on projected revenue for 2024 [1] Group 2: Historical Development - In the 1.0 accounting automation phase, the company became the number one financial software provider in China [2] - In the 2.0 information technology phase, the company rose to become the number one ERP software provider in the Asia-Pacific region and among the top ten globally [2] - In the 3.0 digital intelligence phase, the company pioneered the concept of digital intelligence and built a new generation of business innovation platform—Yongyou BIP, which helps enterprises achieve online business, data-driven operations, and intelligent management [2] Group 3: Product and Service Offerings - The company offers a rich matrix of enterprise software and intelligent service products, including cloud services and software products, to meet the digital transformation needs of small to large enterprises and public organizations [2] - The cloud services mainly include the Yongyou BIP series products, U9cloud, products provided by Changjie Tong, and industry-specific solutions [2] - Yongyou BIP serves as the core cloud service platform, integrating tools, capabilities, and resources for enterprises' digital transformation and intelligent operations, including YonBIP for large enterprises and YonSuite for medium-sized enterprises [2]

Core Viewpoint - Yonyou Network Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with CMB International and CITIC Securities as joint sponsors [1] Company Overview - Yonyou Network is a leading global provider of enterprise software and intelligent services, focusing on the development and innovation of enterprise digitalization software and intelligent services based on AI, big data, and cloud computing [4] - According to Frost & Sullivan, Yonyou Network is the largest market participant in China's enterprise software and services market based on projected revenue for 2024 [4] - The company has evolved from accounting automation to information technology and now to digital intelligence, with core products transitioning from financial management software to ERP and now to the Yonyou Business Innovation Platform (Yonyou BIP) [4] Product and Service Matrix - The company offers a comprehensive matrix of enterprise software and intelligent service products, including cloud services and software products, catering to various scales of enterprises from small businesses to large organizations [5] - Yonyou BIP serves as the core platform for the company's cloud services, providing tools, capabilities, and resources for digital transformation and intelligent operations [7] Financial Performance - For the fiscal years 2022, 2023, and 2024, Yonyou Network reported revenues of approximately RMB 8.89 billion, RMB 9.44 billion, and RMB 8.82 billion, respectively [8] - The company experienced net profits of approximately RMB 2.25 billion, a loss of RMB 9.33 billion, and a further loss of RMB 20.70 billion during the same periods [7][8] - The gross profit margin decreased from 55.0% in 2022 to 46.0% in 2024, indicating a trend of increasing costs relative to revenue [8]

Group 1 - Company is planning to issue overseas H-shares and list on the Hong Kong Stock Exchange to advance its globalization 2.0 strategy and enhance international capital connectivity [1] - The H-share listing will not change the company's controlling shareholder or actual controller [1] Group 2 - In 2024, the company reported revenue of 9.153 billion yuan, with cloud service revenue at 6.85 billion yuan [3] - Company is the only Asia-Pacific vendor in the global top 10 ERP SaaS market, leading the Chinese enterprise cloud service market with the highest market share in aPaaS and the ultra-large enterprise SaaS market [3] - Despite a 3.4% decline in cloud service revenue, overseas business grew over 50%, with new subsidiaries established in Vietnam, Japan, Mexico, Germany, and the UAE [3] - The company has delivered services to over 1,300 overseas large and medium-sized enterprise clients, with 60% being local overseas clients and 40% being Chinese enterprises going abroad [3] - The founder has resumed operational control to accelerate the globalization strategy, with the company currently operating in over 40 countries and regions [3] - Analysts suggest that the H-share listing may provide additional funding for the company's expansion efforts [3]