大行评级｜花旗：金蝶国际上半年业绩大致符合预期予其“买入”评级

格隆汇2025-08-12

花旗发表研究报告指，金蝶国际上半年业绩大致符合市场预期，收入按年增长11%至32亿元。当中，云订阅服务收入增长22%至17亿元，分部毛利率按年提升1个百分点至96.2%，产品收入微升1%至15亿元，分部毛利率按年下降2.1个百分点至31.5%。上半年订阅服务ARR按年增长18%至37.3亿元，略逊该行预期，而云订阅合约相关负债按年增长25%至34亿元。公司透露上半年AI相关合约额已超过1.5亿元...

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大行评级｜花旗：金蝶国际上半年业绩大致符合预期 予其“买入”评级

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大行评级｜花旗：金蝶国际上半年业绩大致符合预期予其“买入”评级