异动解读 | 订阅ARR增长及AI产品签约推动,金蝶国际盘中大涨5.19%

异动解读
Apr 16

金蝶国际今日盘中大涨5.19%,引起了市场的广泛关注。

消息面上,公司近日公布截至3月31日订阅服务年经常性收入(ARR)约为人民币42.2亿元,同比增长约19%。一季度AI原生产品签约合同金额达人民币2.3亿元,AI+SaaS核心产品金蝶AI星瀚净金额续费率达103%,显示大客户粘性较强。期内公司中标双汇发展、面壁智能、绿城服务等知名企业。

此外,广发证券维持公司\"买入\"评级,给予合理价值约17.94港元/股,预计公司主营业务收入将保持双位数增长。公司同时于4月13日以约798万港元回购100万股,持续向市场传递信心。

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