格隆汇10月24日丨金蝶国际(00268.HK)发布公告，金蝶持续深化"AI优先、订阅优先、全球化"的核心战 略，截至2025年9月30日，金蝶云订阅服务年经常性收入(ARR)约为人民币38.6亿元，同比增长约18%； 金蝶云·苍穹&星瀚、金蝶云·星空、金蝶云·星辰、金蝶精斗云的净金额续费率(NetDollar Retention， NDR)分别为105%、95%、93%、88%。期内，集团中标签约Chin Hin Group Berhad、北汽集团、玉柴集 团、新钢联、华熙生物、强脑科技等知名企业。 ...

Core Insights - Kingdee International reported a recurring revenue of approximately RMB 3.56 billion for its cloud subscription services for the first quarter, representing a year-on-year growth of about 20% [1] - The net renewal rates for various Kingdee cloud products are as follows: Kingdee Cloud · Cangqiong & Xinghan at 108%, Kingdee Cloud · Xingkong at 94%, Kingdee Cloud · Xingchen at 92%, and Kingdee Jingdou Cloud at 88% [1] Financial Performance - The annual recurring revenue for Kingdee Cloud subscription services reached approximately RMB 3.56 billion [1] - The year-on-year growth rate for this revenue is approximately 20% [1] Product Performance - The net renewal rates for Kingdee's cloud products indicate strong customer retention, with rates of 108%, 94%, 92%, and 88% for different services [1]