中国软件_7 月营收同比增长 14.0%，环比在 6 月强劲增长后下降；人工智能生产力工具表现优异-China Software_ Jul revenues growth at 14.0% YoY while MoM down post strong Jun; AI productivity tools outperformed

9 September 2025 | 6:19PM HKT China Software: Jul revenues growth at 14.0% YoY while MoM down post strong Jun; AI productivity tools outperformed China software industry growth in July was up 14.0% YoY (vs. May/ Jun 2025 at +12.6%/ 14.9% YoY), sustaining at similar growth YoY from the prior month, leading aggregate 7M25 revenues +12.3% YoY (vs. 7M24 at 11.2% YoY). We expect to see improving spending and better seasonality in coming months, supported by stronger software contracts in 2Q and encourage policie ...