KINGDEE INT'L (00268) saw its shares rise nearly 7% during the trading session. At the time of writing, the stock was up 6.78% to HK$8.98, with a turnover of HK$173 million.

The movement follows the company's recent disclosure of its full-year 2025 results. Bank of America Securities noted that KINGDEE INT'L's revenue for 2025 increased by 12% year-over-year to RMB 7 billion, while net profit reached RMB 93 million, both figures aligning with the company's earlier profit forecast.

The monetization of artificial intelligence continues to advance. In the 2025 fiscal year, the contract value of AI-related products reached RMB 356 million, accounting for approximately 5% of total revenue. By the fourth quarter of 2025, the annual recurring revenue from subscription services grew 19% year-over-year to RMB 4.09 billion.

Analysts believe that rising subscription income and AI monetization provide clear growth prospects for the company. During the reporting period, the value of AI-related contracts amounted to RMB 356 million, marking a critical step from technological exploration to commercial validation.

At the 2025 annual results presentation, the company set a target for 2030: half of its revenue will come from "AI-native business" and the other half from "AI + SaaS business." The year 2025 represents a turning point between the second and third phases of this strategy.

The subscription model is beginning to demonstrate profitability, while the AI strategy is opening up new avenues for growth. Together, these factors are shifting the company from a phase of "recovery growth" to one of "strategic repositioning."