英文【Bernstein】金蝶:实施收入提价对收入和毛利率轨迹产生积极影响
2025-06金融投资16免费
报告维度
- 📄 文件全名
- 《英文【Bernstein】金蝶:实施收入提价对收入和毛利率轨迹产生积极影响-16页.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- Kingdee announced adding 15% of subscription fee for advanced implementation
- services, stock up 11% in Hong Kong: Starting 1st July 2025, Kingdee will be charging
- an additional service fee (15% of subscription fee) for Galaxy and large enterprise cloud
- Breakdown of its service related revenues: Implementation still makes up ~60% of
- these services. So price increases would be at ~20% of the large enterprise revenue.
- 🏷️ 核心议题
- #利率