Kingdee Reports 2026 Interim Results: AI-Native Revenue Up 189%, Subscriptions Near 300%
Kingdee International published its 2026 interim results, with revenue from AI-native products climbing 189% year over year and subscription revenue growth approaching 300%, while contracted amounts rose substantially. The company's Lingji operating system has been deployed in finance, supply chain, and procurement, improving efficiency in expense review, bank-enterprise reconciliation, and period-end closing. Kingdee has supported digital-intelligent transformation at 70 Fortune Global 500 companies, 381 China 500 companies, and nearly half of national-level specialized and innovative enterprises, underscoring the traction of domestic enterprise AI products.
Enterprise artificial intelligence technology is accelerating its penetration into business application scenarios, with its application boundaries continuing to expand and value effects gradually coming into view. China's vast real-economy base provides abundant deployment scenarios for AI technology, while corporate demand for cost reduction, efficiency gains, refined management, and intelligent decision-making continues to rise. At the same time, domestic digital technology companies are deepening their core capabilities, pushing products to evolve from "AI-enabled" to "AI-native" approaches and propelling enterprise management and industrial operations toward the AI-native era.
Take enterprise management software provider Kingdee International as an example. Its 2026 interim results show that AI-native product revenue grew 189% year over year, subscription revenue growth approached 300%, and contract values signed rose substantially during the reporting period. Since the company's Lingji operating system was released, it has been deployed in core business scenarios including finance, supply chain, and procurement, lifting operational efficiency in processes such as expense review, bank-enterprise reconciliation, and period-end closing, thereby releasing labor costs and shortening business processing cycles. Kingdee has helped 70 Fortune Global 500 companies, 381 China 500 companies, and nearly half of the country's national-level specialized and innovative enterprises complete digital-intelligent transformation, demonstrating the technical strength and practical market traction of domestic enterprise-level AI products.
Why this event matters
The event has a measured impact on 2 industrys. The strongest current signal is positive for Enterprise Software, with intensity 60/100 and 70% confidence over a short term horizon.
Enterprise Software
- Direction
- positive
- Intensity
- 60
- Confidence
- 70%
- Horizon
- Short term
Artificial Intelligence
- Direction
- positive
- Intensity
- 55
- Confidence
- 65%
- Horizon
- Medium term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.