金蝶国际盘中涨超7% 一季度金蝶云订阅服务同比增长约20%

新浪港股
10 Apr
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  金蝶国际(00268)盘中涨超7%,截至发稿,股价上涨4.45%,现报11.74港元,成交额3.67亿港元。

  4月9日,金蝶国际公布,金蝶持续深化云订阅模式转型战略,截至2025年3月31日,金蝶云订阅服务年经常性收入(ARR)约为人民币35.6亿元,同比增长约20%;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(Net Dollar Retention, NDR)分别为108%、94%、92%、88%。期内,集团中标签约贵州茅台、吉利控股、中国医药、中国纸业、零一万物、未来式智能等知名企业。

  申万宏源此前指出,公司现以“云+AI”双引擎驱动,深度赋能企业数字化转型。公司2024年云服务收入占比已达82%,合同负债、经营性现金流等先行财务指标快速增长,25年有望扭亏为盈。云转型已进入收获阶段,后续战略重心全面转向以AI Agent为核心的企业数字化赋能当中,AI的长期积累和快速迭代,有望快速实现收益。

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