金蝶- 关键要点_向更高利润率的订阅模式转型；智能体人工智能
2025-09-12 07:28
11 September 2025 | 9:44AM HKT Kingdee (0268.HK): Asia Leaders Conference 2025 - Key Takeaways: Migration to subscription model with higher margin; Agentic AI We hosted Kingdee's (0268.HK, Buy) management on Sep 10 at our Asia Leaders Conference 2025. Key discussions were around 2H25 outlook, profitability trend, AI offerings and monetization. Overall, management is positive on the Gen-AI adoption to drive cloud platform migration and rising clients' spending, and the company continues to see margin improve ...