房子看似无穷无尽的雨。看跌表现报告后，金蝶国际再次受到卖空机构的攻击。 David Webb发表文章称，该公司董事长兼大股东徐少春于6月20日（业绩结束前10天）减持股权，并兑现5.04亿港元。
A series of bad news is the reason why Kingdee's share price plummeted on July 8. For David Webb's short-selling report, Kingdee International responded that the reduction did not violate the listing rules. The shareholding reduction accounted for less than 10% of Xu Shaochun's individual shares. This is the first time Xu Shaochun has reduced its shareholding in ten years. In late March or even earlier, Xu Shaochun hoped to deal with the debt left by privatization as soon as possible, and there will be communication with brokers and other institutions in the future. This part has corresponding records. The use of funds is mainly for the settlement of related loans, as well as personal funding needs such as charitable activities.
Profit pressure is a common problem of cloud service companies. Taking Kingdee International's main product ERP as an example, Guangzheng Hengsheng pointed out that the cost of purchasing a large ERP software product is 2.5 million yuan to 5 million yuan, and it is changed to cloud service. After the SAAS product, the enterprise only needs to pay 250,000 to 500,000 yuan per year to obtain the corresponding services, and save a series of expenses such as computer room construction, hardware purchase, software implementation, and customized development.
But the pressure has shifted to cloud service providers, and cloud services are still in the investment stage, failing to achieve profitability. Kingdee CFO Lin Bo once said in an interview with the First Financial News, "Kingdee is investing in the future, and does not require cloud business to be profitable immediately. It is important to point out that our net interest rate is improving. The pressure to transform into the cloud is great. Stress is also our driving force, and the group works together to achieve this goal.”
There are also institutions that sing more Kingdee. A report from Tianfeng Securities pointed out that the reasons for the fluctuation of Kingdee's international profits are short-term factors. The company's long-term value core cloud business is optimistic. Under the impetus of technological changes and domestic substitution, Kingdee International is optimistic about the industry's blue ocean of super-large and large enterprises. maintain a Buy rating on Kingdee International.xx