金蝶国际(00268)2023年报点评：ARR同增33%，盈利与现金流改善明显

国信证券03-25

公司2023年收入增长16.7%，订阅ARR同比增长约33.1%。公司2023年年度实现收入56.79亿元，同比增长16.7%，全年增速保持平稳，其中云服务收入45.05亿元(占比79.3%)，同比增长21.3%。云订阅服务年经常性收入(ARR)为28.6亿元，同比增长33.1%；ERP收入11.74亿元，同比增长1.9%。来自经营活动产生的现金流净额6.53亿元(同比增长74.5%)。归属母公司...

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