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金蝶国际
9.230
-0.100
-1.07%
手动刷新
成交量:
4,040.22万
成交额:
3.74亿
市值:
327.57亿
市盈率:
308.79
高:
9.520
开:
9.350
低:
9.120
收:
9.330
52周最高:
19.000
52周最低:
8.910
股本:
35.49亿
香港流通股本:
35.49亿
量比:
0.93
换手率:
1.14%
股息:
- -
股息率:
- -
每股收益(LYR):
0.030
净资产收益率:
0.90%
总资产收益率:
0.26%
市净率:
3.52
市盈率(LYR):
308.79
市销率:
4.13
数据加载中...
总览
公司
新闻资讯
公告
金蝶国际(00268)3月24日斥资900万港元回购100万股
智通财经
·
03/24
金蝶国际:3月24日回购100万股股份,涉资约900万港元
公告速递
·
03/24
《大行》瑞银:投资者不愿为软件股长期增长叙事“埋单” 下调金蝶(00268.HK)目标价至10.7元
阿斯达克财经
·
03/24
【券商聚焦】财通证券维持金蝶国际(00268)“买入”评级 指其AI转型路线进一步明确
金吾财讯
·
03/23
金蝶国际(00268)回购100万股股份,涉资约970万港元
公告速递
·
03/20
SaaS行业的“中国样本”:跨越盈利奇点,金蝶国际(00268)如何重塑AI估值锚点?
智通财经
·
03/20
金蝶国际(00268)出现大手卖出69.2万股,成交价$9.7,涉资671.24万
阿斯达克财经
·
03/20
【券商聚焦】招银国际维持金蝶国际(00268)买入评级 营收增速再度回升有望推动估值重估
金吾财讯
·
03/19
金蝶国际2025财年扭亏,徐少春回应“AI冲击”论
21世纪经济报道
·
03/19
《大行》大摩降金蝶国际(00268.HK)目标价至11.5元 评级“与大市同步”
阿斯达克财经
·
03/19
《大行》花旗降金蝶国际(00268.HK)目标价至13.7元 维持“买入”评级
阿斯达克财经
·
03/19
直击业绩会 | 金蝶国际徐少春:AI转型是“生死之战”,2030年金蝶的AI原生业务收入占比要达50%
每日经济新闻
·
03/19
深化“AI优先”战略 金蝶国际2025年扭亏为盈
证券日报
·
03/19
《大行》美银证券:金蝶(00268.HK)去年业绩符预期 目标价20.2元
阿斯达克财经
·
03/18
异动解读 | 金蝶国际盘中大涨5.06%,业绩扭亏为盈及AI战略提振市场信心
异动解读
·
03/18
金蝶国际(00268)2025年业绩扭亏为盈 订阅转型成效显著 AI转型加速 全球化布局提速
智通财经
·
03/17
下周备忘
阿斯达克财经
·
03/13
金蝶发布AI超级套件
科技日报
·
03/12
每日卖空追踪 | 金蝶国际 03月11日卖空量成交447.2万股,卖空比例为10.22%
市场透视
·
03/11
国联民生证券:“西虾东养”反应AI应用落地浪潮生态错位 国内大模型成本优势显著
智通财经
·
03/11
更多
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11:49","pubTimestamp":1773978567,"startTime":"0","endTime":"0","summary":"2025年,被金蝶管理层定格为“AI转型”的加速元年。这是SaaS企业发展中一个关键拐点,一旦形成正循环,盈利弹性往往会持续释放。一方面,市场担忧AI会削弱SaaS价值;另一方面,也有观点认为AI将重塑软件形态。从路径上看,金蝶的AI战略具有明显的“场景导向”特征。在2025年度业绩发布会上,公司提出,到2030年实现“AI原生业务”与“AI+SaaS业务”各占一半收入的目标。但可以确定的是,AI正在成为影响行业格局的关键变量。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1416416.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1613","00268","LU0051755006.USD","LU1048588211.SGD","LU0072462343.USD","LU0456827905.SGD","BK1109","BK1526","IE0034224299.USD","BK1517","BK1618","BK1518","BK1607","BK1589","BK1586"],"gpt_icon":0},{"id":"2620209617","title":"金蝶国际(00268)出现大手卖出69.2万股,成交价$9.7,涉资671.24万","url":"https://stock-news.laohu8.com/highlight/detail?id=2620209617","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620209617?lang=zh_cn&edition=fundamental","pubTime":"2026-03-20 10:55","pubTimestamp":1773975300,"startTime":"0","endTime":"0","summary":"[大手成交]金蝶国际(00268)在上午10:55出现大手卖出,成交量为69.2万,成交价为港币$9.7,涉资671.24万。至目前为止,股价跌0.818%,今日最高价为$10.16,而最低价为$9.64,总成交量为1.801千万股,总成交金额港币$1.771亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603205780/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603205780/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1613","BK1526","BK1607","LU0072462343.USD","BK1109","BK1517","BK1586","IE0034224299.USD","LU1048588211.SGD","00268","LU0051755006.USD","LU0456827905.SGD","BK1589","BK1618","BK1518"],"gpt_icon":0},{"id":"2620621540","title":"【券商聚焦】招银国际维持金蝶国际(00268)买入评级 营收增速再度回升有望推动估值重估","url":"https://stock-news.laohu8.com/highlight/detail?id=2620621540","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620621540?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 13:11","pubTimestamp":1773897096,"startTime":"0","endTime":"0","summary":"但凭借深厚的行业积淀、场景洞察能力以及优质企业数据集,该机构认为金蝶仍是AI应用时代的核心受益标的之一。尽管如此,该机构重申金蝶为中国软件覆盖板块首选标的,并认为在宏观环境回暖、AI商业化落地叠加利润率稳步扩张的支撑下,营收增速再度回升有望推动估值重估。","market":"us","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976828","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00268"],"gpt_icon":0},{"id":"2620186872","title":"金蝶国际2025财年扭亏,徐少春回应“AI冲击”论","url":"https://stock-news.laohu8.com/highlight/detail?id=2620186872","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620186872?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 11:19","pubTimestamp":1773890392,"startTime":"0","endTime":"0","summary":"21世纪经济报道记者骆轶琪2025年以来,随着Anthropic等AI厂商陆续推出工具集,市场出现“AI将吞噬SaaS”的论调,美股软件厂商市值波动加大,甚至在华尔街诞生一个新词“SaaSpocalypse”(SaaS末日)。不过,很快就有英伟达创始人黄仁勋、Salesforce董事长MarcBenioff出面驳斥这一观点。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603193677143492.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603193677143492.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1589","BK1586","BK1607","BK1526","LU1048588211.SGD","BK1613","BK1518","IE0034224299.USD","LU0072462343.USD","BK1517","BK1109","LU0456827905.SGD","BK1618","00268","LU0051755006.USD"],"gpt_icon":0},{"id":"2620929704","title":"《大行》大摩降金蝶国际(00268.HK)目标价至11.5元 评级“与大市同步”","url":"https://stock-news.laohu8.com/highlight/detail?id=2620929704","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620929704?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 10:19","pubTimestamp":1773886740,"startTime":"0","endTime":"0","summary":"大摩发表研究报告指,在人工智能转型方面,金蝶国际极具远见和进取的态度,并展现出业内顶尖的执行力。该行提及,金蝶管理层对AI转型极具信心,认为这是公司自成立以来的第四次重大转型,至于过去三次成功转型已为团队累积宝贵经验。该行将金蝶今年至2028年的收入预测分别上调2%、3%及4%,惟将经营溢利预测各下调14%、8%及9%,另将其目标价由14.2元下调至11.5元,评级“与大市同步”。沽空资料截至 2026-03-18 16:25。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220218163223687_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220218163223687_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1510423/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1510423/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00268"],"gpt_icon":0},{"id":"2620866297","title":"《大行》花旗降金蝶国际(00268.HK)目标价至13.7元 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2620866297","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620866297?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 09:49","pubTimestamp":1773884940,"startTime":"0","endTime":"0","summary":"花旗发表报告指,金蝶国际(00268.HK) 2026年业绩指引稳健,包括营收双位数增长、AI营收达10亿元人民币、订阅营收增长20%、经调整净利润率约7%,以及营运现金流增长超过20%。报告指,公司已设定2030年营收达140亿元人民币的长期目标,其中50%来自原生AI业务,50%来自AI+SaaS业务,意味着未来5年营收年复合成长率达15%。该行维持金蝶“买入”评级,惟目标价由18.3元下调至13.7元。5月20日发布新人工智能套件可能成为下一个催化剂。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-18 16:25。)AASTOCKS新闻","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220218163222729_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220218163222729_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1510407/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1510407/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00268"],"gpt_icon":0},{"id":"2620633562","title":"直击业绩会 | 金蝶国际徐少春:AI转型是“生死之战”,2030年金蝶的AI原生业务收入占比要达50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2620633562","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620633562?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 00:38","pubTimestamp":1773851937,"startTime":"0","endTime":"0","summary":"这是一场投资者高度关注的年度业绩会。3月18日,金蝶国际(HK00268,股价10.02港元,市值355.7亿港元,以下亦称金蝶集团)在香港举行了2025年度业绩发布会。《每日经济新闻》记者现场注意到,这场发布会“AI含量”极高,投资者与媒体的提问高度聚焦AI方面。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603193676379495.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603193676379495.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1607","BK1109","LU0051755006.USD","LU1048588211.SGD","BK1613","BK1526","IE0034224299.USD","BK1618","LU0072462343.USD","LU0456827905.SGD","00268","BK1589","BK1517","BK1586","BK1518"],"gpt_icon":0},{"id":"2620126829","title":"深化“AI优先”战略 金蝶国际2025年扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2620126829","media":"证券日报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620126829?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 00:05","pubTimestamp":1773849948,"startTime":"0","endTime":"0","summary":"3月18日,金蝶国际软件集团有限公司(以下简称“金蝶国际”)举行2025年业绩发布会。根据金蝶国际2025年年度业绩报告,该公司去年实现总收入约70.06亿元,同比增长约12%;归母净利润0.93亿元,经调整后净利润约2.32亿元,均扭亏为盈。“未来五年金蝶国际将以AI为核心实现彻底蝶变,目标就是用AI再造一个金蝶,把握智能体时代企业软件的价值增长机遇。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603193676372073.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1518","LU0456827905.SGD","BK1109","BK1526","LU1048588211.SGD","BK1517","LU0072462343.USD","LU0051755006.USD","00268","BK1589","BK1607","IE0034224299.USD","BK1618","BK1586","BK1613"],"gpt_icon":0},{"id":"2620285593","title":"《大行》美银证券:金蝶(00268.HK)去年业绩符预期 目标价20.2元","url":"https://stock-news.laohu8.com/highlight/detail?id=2620285593","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620285593?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 10:56","pubTimestamp":1773802560,"startTime":"0","endTime":"0","summary":"美银证券发表研究报告指出,金蝶国际昨日收市后公布2025财年业绩。截至2025年第四季,订阅服务年经常性收入按年增长19%至40.9亿元。总括而言,该行认为金蝶实现了具韧性的收入增长、第四季年度ARR趋势改善,以及大型及中型客户的净金额留存率提升。基于订阅收入上升及人工智能变现带动的增长前景清晰,该行维持对金蝶的“买入”评级,目标价20.2元。沽空资料截至 2026-03-17 16:25。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190319141042922_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190319141042922_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1510056/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1510056/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00268","161027"],"gpt_icon":0},{"id":"1126408660","title":"异动解读 | 金蝶国际盘中大涨5.06%,业绩扭亏为盈及AI战略提振市场信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1126408660","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126408660?lang=zh_cn&edition=fundamental","pubTime":"2026-03-18 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全球化布局提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2620424508","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620424508?lang=zh_cn&edition=fundamental","pubTime":"2026-03-17 20:03","pubTimestamp":1773749027,"startTime":"0","endTime":"0","summary":"智通财经APP讯,金蝶国际 公布2025年业绩,收入约70.06亿元,同比增长约12.0%。公司权益持有人应占利润约为9291.4万元,同比扭亏为盈;每股基本盈利约2.64分。报告期内,金蝶持续深化“AI优先”战略,“金蝶云”全面升级为“金蝶AI”,加速AI转型。面向小微市场,金蝶AI实现记帐效率提升80%以上,开票效率提升40%,报税效率提升60%,AI 助手用户超20万。在信用AI领域,金蝶信科构建了AI原生信用决策引擎,并推出产业链图谱与税票反欺诈AI等核心应用。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1415049.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1607","LU0456827905.SGD","BK1518","LU1048588211.SGD","BK1526","BK1589","LU0051755006.USD","BK1109","BK1618","BK1586","BK1517","IE0034224299.USD","BK1613","LU0072462343.USD","00268"],"gpt_icon":0},{"id":"2619195165","title":"下周备忘","url":"https://stock-news.laohu8.com/highlight/detail?id=2619195165","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619195165?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 18:17","pubTimestamp":1773397020,"startTime":"0","endTime":"0","summary":"3月16日(周一)新西兰2月服务业PSI:前值50.9英国3月Rightmove住宅放盘叫价月率:前值无升跌英国3月Rightmove住宅放盘叫价年率:前值无升跌中国首两月城镇固定资产投资年率:预测跌4.2%中国2月城镇调查失业率:预测5.1%中国首两月规模以上工业增加值年率:预测升5%中国首两月社会消费品零售总额年率:预测升2.5%印度2月批发物价年率:预测升2.05%;前值升1.81%印度2月","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180504113902584_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180504113902584_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1509083/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1509083/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00934","01384","00975","00836","01099","00806","00045","00006","00570","01828","00386","00788","01478","01818","09988","00071","00257","00856","00268","00486","00667","01128","00700","01179","00998","00762","01113","01378","01882","00338","00062","00772","01038","00034","00867","01698","00001","00137","01083","00775","01033","01836","01199","00148","01313","00336","00003","01299","01044"],"gpt_icon":1},{"id":"2618132509","title":"金蝶发布AI超级套件","url":"https://stock-news.laohu8.com/highlight/detail?id=2618132509","media":"科技日报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618132509?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 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