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税友股份亿企赢CEO王安笑:AI Agent能更快撬动付费意愿 改善SaaS行业盈利难症结
Mei Ri Jing Ji Xin Wen· 2025-09-23 10:12
每经记者|叶晓丹 每经编辑|张海妮 2025年,AI(人工智能)技术不断发展深化,从通用大模型到AI应用,AI的边界正在不断拓展。业内对AI能力的探讨也从Copilot(助手)切换到了Agent (智能体)。近期,税友股份(603171.SH,股价49.15元,市值199.72亿元)推出行业首个Agentic平台"数智工场",尝试通过人机协同模式重构财税服务体 系。 税友股份2025年半年报披露,公司数智财税业务营收同比增长11.95%,数字政务业务营收同比增长16.60%。对效率和准确率的双重诉求,使得AI在财务管 理、风险控制、税务规划等环节的应用需求迅速增长。 但当前,AI Agent仍面临"平方成本魔咒"等行业痛点,财税领域的AI Agent是一个好的落地场景吗?AI Agent能改善SaaS(软件即服务)行业国内用户付费 意愿不强的问题吗?基于上述问题,近期,《每日经济新闻》(以下简称NBD)记者专访了税友股份亿企赢CEO王安笑。 税友股份亿企赢CEO王安笑 图片来源:受访者提供 NBD:我们注意到,AI领域的热词从之前的Copilot切换到了Agent。随着AI技术的不断演进,企业AI落地应用也在 ...
航天信息(600271):丰富财税AI产品体系 夯实基础、转型升级
Xin Lang Cai Jing· 2025-05-06 02:31
Core Viewpoint - The company is experiencing short-term pressure on its business performance, but there are expectations for improvement in the fundamentals by 2025 due to accelerating fiscal and tax reforms and the ongoing development of the digital economy [2][5]. Financial Performance - In Q1 2025, the company reported revenue of 1.173 billion yuan, a year-on-year decrease of 22.71%, and a net profit attributable to shareholders of -315 million yuan [1]. - For the full year 2024, the company achieved revenue of 8.309 billion yuan, down 33.93% year-on-year, with a net profit attributable to shareholders of 15.95 million yuan, compared to 203 million yuan in the same period of 2023 [1]. Business Segments - In 2024, the digital tax business generated revenue of 3.547 billion yuan, a decline of 40.23%, with a gross margin of 33.56%, down 8.99 percentage points [3]. - The smart products business reported revenue of 2.310 billion yuan, also down 40.20%, with a gross margin of 17.49%, an increase of 0.82 percentage points [3]. - The cybersecurity business generated revenue of 2.389 billion yuan, a decrease of 12.97%, with a gross margin of 15.33%, down 3.26 percentage points [3]. Cost Management - The company maintained stable expense ratios in 2024, with sales, management, and R&D expense ratios at 7.57%, 11.65%, and 8.26%, respectively, reflecting increases of 1.33 percentage points, 3.19 percentage points, and 1.01 percentage points year-on-year [3]. Strategic Developments - The company is advancing in the digital government sector, successfully delivering projects for the National Taxation Administration and expanding its business with multiple ministries [4]. - In the enterprise digitalization sector, the company aims to establish itself as a leading digital tax enterprise, maintaining the highest market share in electronic tax invoices [4]. - The company has also expanded its international business, securing projects in Hong Kong and other regions, with a total project value exceeding 3 billion Hong Kong dollars [4]. Future Outlook - The company is expected to benefit from the acceleration of fiscal and tax reforms, with projections for revenue of 9.563 billion yuan, 10.813 billion yuan, and 11.995 billion yuan for 2025 to 2027, respectively, and net profits of 189 million yuan, 320 million yuan, and 415 million yuan [6].