英文【Bernstein】金蝶：实施收入提价对收入和毛利率轨迹产生积极影响

报告摘要

boris.van@bernsteinsg.com Asia Software Technologies tingming.neo@bernsteinsg.com

核心要点

10 June 2025
268.HK
18.00 HKD
9 Jun 2025
268.HK Close Price (HKD)
14.40
18.00
17.76/5.26

报告信息

文件全名: 《英文【Bernstein】金蝶：实施收入提价对收入和毛利率轨迹产生积极影响-16页.pdf》
适合读者: 投资人行业研究员
核心数据: Kingdee announced adding 15% of subscription fee for advanced implementation
services, stock up 11% in Hong Kong: Starting 1st July 2025, Kingdee will be charging
an additional service fee (15% of subscription fee) for Galaxy and large enterprise cloud
Breakdown of its service related revenues: Implementation still makes up ~60% of
these services. So price increases would be at ~20% of the large enterprise revenue.
核心议题: 利率

常见问题

《英文【Bernstein】金蝶：实施收入提价对收入和毛利率轨迹产生积极影响》主要包含哪些内容?

boris.van@bernsteinsg.com Asia Software Technologies tingming.neo@bernsteinsg.com核心数据:Kingdee announced adding 15% of subscription fee for advanced implementation;services, stock up 11% in Hong Kong: Starting 1st July 2025, Kingdee will be charging;an additional service fee (15% of subscription fee) for Galaxy and large enterprise cloud。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 16。

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这份报告适合哪些读者?

适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了利率等议题。