智通财经APP获悉，金蝶国际(00268)涨近7%，截至发稿，涨6.81%，报13.18港元，成交额5.51亿港元。
消息面上，金蝶国际近期公布，金蝶持续深化云订阅模式转型战略，截至2025年3月31日，金蝶云订阅服务年经常性收入(ARR)约为人民币35.6亿元，同比增长约20%；金蝶云·苍穹&星瀚、金蝶云·星空、金蝶云·星辰、金蝶精斗云的净金额续费率(Net Dollar Retention， NDR)分别为108%、94%、92%、88%。期内，集团中标签约贵州茅台、吉利控股、中国医药、中国纸业、零一万物、未来式智能等知名企业。
国泰海通证券此前指出，公司24 年度业绩以及25Q1云订阅ARR符合预期，看好公司在ERP国产化替代、AI数智化加速进程中持续受益。24年公司加速推进AI与ERP的融合创新，星瀚上线超过20个AI应用，签约近20家大型企业，已有财务管理、HR、合同管理领域的标杆案例；星空旗舰版立足“AI优先，制造领先”的优势，推出Boss 助理、AI记帐、决策大屏等应用，累计签约超过30 家客户；小微产品发布AI助手、AI开单等功能，AI赋能超过7500家小微企业。
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