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Research Reports on tapping into opportunities丨Zheshang: Maintains a "Buy" rating for Beijing Kingsoft Office Software, Inc, benefiting in the short term from improvements in Xinchuang.
Zheshang Research Reports points out that Beijing Kingsoft Office Software, Inc (688111.SH) is a core symbol for new infrastructure & AI applications, benefiting in the short term from improved new infrastructure and positively viewed in the medium term for AI-driven subscription transformation and new growth brought by HarmonyOS. Beijing Kingsoft Office is the only domestic office software manufacturer that can be compared with Microsoft in terms of functionality and user base. The large user base and the network effects brought by collaborative products create a solid barrier for the company; 2) Compared to Microsoft Office, WPS has advantages in new infrastructure adaptation and localization, firmly occupying the domestic market. Trusted symbols include China National Software & Service, DM Database, and Ninestar Corporation, as well as leading AI application companies.
Tianfeng: From Internet Plus-Related to Cloud and then to AI, the three major investment opportunities under AI Agent.
In the short term (1 to 2 months), if the environment continues to improve, the Computer Index may lead; in the medium to long term (1 year), the overall performance of the Sector may outperform the Index, but it is still necessary to pay attention to the matching of corporate fundamentals and valuations, as well as to track policy and technological evolution.
The downward trend is intensifying, yet foreign capital is "overweighting A-shares."
On Monday, the A-shares continued the decline from last week, the Index broke down, and funds were sold off. The market stands at a crossroads once again! As panic spreads, foreign investment bank Goldman Sachs goes against the trend and remains bullish, citing that as the market declines, Bearish factors are gradually being cleared. As the saying goes, when Bearish sentiment is exhausted, it turns into Bullish sentiment. Goldman Sachs recommends continuing to overweight A-shares. Investors should pay attention to the opinions of major investment banks, but what deserves even more attention is how to choose an investment direction with broad growth prospects; if the direction is right, returns will inevitably follow. Speaking of this direction, AI cannot be avoided. In the past month, there have been many catalysts for AI, first with open.
Beijing Kingsoft Office Software, Inc CEO Zhang Qingyuan: Let AI become the central nervous system of every enterprise | Voices of AI Leaders ・2025
① In the past year, Beijing Kingsoft Office Software, Inc found the right direction in the field of AI: it should leverage its expertise at the application level, as future AI large models will definitely be implemented through applications; ② In the future, the goal of Beijing Kingsoft Office Software, Inc is to make AI the central nervous system of every enterprise, helping businesses establish their own 'corporate brain.'
HAITONG INT'L: Initiates coverage of KINGSOFT with an “Outperform” rating and a Target Price of HKD 46.85.
HAITONG INT'L published a research report stating that it is initiating coverage on KINGSOFT (03888) with an "outperform" rating, expecting revenue from 2024 to 2026 to be 10.192 billion, 12.271 billion, and 14.829 billion yuan respectively, with year-on-year growth rates of 19.4%, 20.4%, and 20.8%; net income attributable to the parent company is expected to be 0.873 billion, 1.645 billion, and 2.335 billion yuan respectively, with year-on-year growth rates of 80.5%, 88.5%, and 41.9%; earnings per share are projected to be 0.65, 1.23, and 1.75 yuan, with a target price of 46.85 HKD. The report states
The number of daily active devices for WPS Office on PC in the domestic market has surpassed 0.1 billion, marking a new chapter for domestic Software.
Beijing Kingsoft Office Software, Inc announced today that WPS Office's daily active devices in the domestic PC segment have surpassed 0.1 billion, marking a new chapter for domestic office Software. Beijing Kingsoft Office Software, Inc expressed special gratitude to every "one in a hundred million," thanking each user for their support. Your usage and feedback have strengthened our mission and confidence and are the driving force behind more than thirty years of iterative product upgrades. It is your collective support that, as I turn 37, has allowed me to become an office Software with daily active users exceeding one hundred million. Grateful for the 'one hundred million' who have been with us, writing history and witnessing it together. In the new year, change will continue to be embraced for everyone.
