金蝶国际今日盘中大涨7.25%，引起了市场的广泛关注。
消息面上，公司近日披露的2025年全年业绩显示，收入同比增长12%至70亿元人民币，纯利为9300万元，均符合预期。人工智能变现持续推进，2025财年人工智能产品合约价值达3.56亿元，占收入约5%。此外，截至2025年第四季，订阅服务年经常性收入(ARR)同比增长19%至40.9亿元。
分析指出，订阅模式开始释放盈利能力，而AI战略则为公司打开了新的增长空间。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，清晰的增长前景增强了市场信心。
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