Kingdee High-level reproduction and adjustment of cloud computing strategy difficult to solve losses near thirst

At the beginning of the new year, a senior person adjusts Kingdee to the spotlight.

Domestic software leading enterprise performance plunge, Kingdee international performance in the first half of 2012 year-on-year decline of 7.6%; Ufida first three quarter to achieve net profit of 3.1783 million yuan, a significant reduction of 96.5%, the software industry what happened?

"The road of life is long, but there are only a few steps to it!" 2013 CFO, transferred to the general manager of Kingdee Medical Software Technology Co., Ltd. Connect Health, Praise life! " On the morning of January 7, 2013, Chen Dengkun, Sina's identity-certified "Kingdee Group Executive Director", wrote such a passage on his microblog.

On the same day, according to the HKEx information disclosure, Kingdee International announced that the group appointed Chen Dengkun since January 4, 2013 as a subsidiary of Kingdee Medical General Manager, overall responsibility for the overall management of the medical company, and no longer as the group's chief financial officer; at the same time, subsidiary Kingdee Software (China) Former vice president Yang will take over the position of Kingdee International chief financial officer. The announcement shows that Yang joined Kingdee China in 2003, and has been responsible for auditing, finance, Operations, IT, administrative logistics and other matters.

On the afternoon of January 11, the reporter called Kingdee International Investor Relations Department as an investor, and the department, Ms. Gan, replied that Mr. Chen Dengkun resigned as CFO and was the general manager of Kingdee Medical Service. As one of the subsidiaries of the group, although the size of Kingdee medical care than other subsidiaries are not small, but the performance growth faster, the group is optimistic about the development of the business; In addition, as statistics work is still in progress, Ms.

Public data show that March 2011, Kingdee Group announced the establishment of Kingdee Medical Software Technology Co., Ltd., officially entered the medical software market. Only one months after the establishment of Kingdee Medical service, the company announced the launch of the first "five-year strategic plan", that is, through research and development inputs, mergers and acquisitions and alliances to expand the medical market, service in the transformation of health reform in the medical institutions; in August, the cost of 120 million yuan in the acquisition of medical information manufacturers Guangzhou Hui Tong Computer Co. Reporters tried to interview the Chen Dengkun, to understand the future of Kingdee medical development ideas, but as of press, still did not receive Kingdee International marketing Department of the reporter interview request reply.

Wanguo industry researcher Cho Hao in an interview, said that domestic involvement in the field of many enterprises are suffering from "although the meat is delicious, but difficult to chew" embarrassment. Cho Hao pointed out that the hospital-oriented software product level is high, the development of such software enterprises have relatively strong profitability; medical management software is developed in the form of project, the uncertainty is strong in the process of project development, the profitability of project software is not high.

In retrospect 2010, Kingdee International had a "stunning" market with operating income and shareholder profits rising by 44.1% and 27.9% per cent respectively. For two years, however, dismal performance gloom has been lingering.

Kingdee International 2011 Annual Results announcement shows that the revenue of 2.022 billion yuan, an increase of about 40.8%, but equity holders should be accounted for only 145 million yuan, down 46.6% year-on-year.

August 2012, Kingdee International announced the first half of the performance as at June 30, 2012: The total revenue for the period of about 780 million yuan, down 7.6%, equity holders should be accounted for in the current period of loss of 211 million yuan, and a year earlier earnings 127 million yuan; two months later, Kingdee International also issued a report that its wholly-owned subsidiary company Kingdee Software (China) Co., Ltd. 2012 years ago the three quarterly turnover of about 1.093 billion yuan, the loss amounted to 286 million yuan.

Kingdee, struggling with losses for two consecutive years, is trying to grab any lifeline, such as "cloud management products." Shaochun, chairman of Kingdee International Software group, said to the media, "We are now soberly aware that the transition to cloud management is a clear strategic direction for Kingdee to use the three emerging technologies of social networks, mobile interconnection and cloud computing to help customers transform their cloud management." ”

For traditional software enterprises to find new growth point of action, Shanxi Securities software industry analyst Goofy in an interview, said that at present, including Kingdee, Ufida and many other enterprises are in the market of cloud computing, although there are some practical applications, but from the current industry as a whole, more still belong to the concept of discussion level. Therefore, if you want to expect the cloud to invest in corporate software companies listed in the performance of a substantial increase, or even become a major source of profit, I am afraid still need to wait 3-5 years.

(Responsible editor: The good of the Legacy)