金蝶国际②：AI原生增长189%，高毛利软件为什么先变成重交付？｜EP40

from 投研随身听 · host 慢研播客

2026年上半年，金蝶AI原生收入2.96亿元，同比增长189%，签约合同达到6.05亿元。与此同时，公司组建FDE团队，把产品经理和工程师派到客户现场，共同打磨灵基和企业智能体。本期拆解高毛利软件为什么先重新变成驻场共创、灵基为什么采用席位费加用量费，以及把客户数与ARPU放进去反算，2030年AI原生收入占集团一半为什么不可能只靠给老客户加卖一个模块完成。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②：AI原生增长189%，高毛利软件为什么先变成重交付？｜EP40

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