金蝶国际①：70亿元收入、44亿元ARR，云ERP为什么仍在盈亏线上？｜EP39

from 投研随身听 · host 慢研播客

2020年，金蝶主动减少传统ERP许可销售，当年收入几乎零增长。五年后，公司收入达到70.06亿元，订阅ARR达到44.13亿元，但利润仍在盈亏线附近。本期从96.5%的订阅及软件毛利率与约22.5%的实施、咨询运维毛利率出发，拆解金蝶为什么拥有软件的高毛利，却保留着服务业的费用结构；也会比较小微、中型和大型三类客户的经济性，回顾金蝶再次进入大型市场的战略选择。信息截止：2026-08-25。本节目不构成投资建议。

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金蝶国际①：70亿元收入、44亿元ARR，云ERP为什么仍在盈亏线上？｜EP39

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