View of Computer Week: Beijing Kingsoft Office Software Inc(688111) products break the circle and SaaS enters the new product cycle

Integrate product capabilities, enhance product thickness, and Jinshan releases the broken circle product Jinshan digital office platform

On December 22, Beijing Kingsoft Office Software Inc(688111) held the 2021 Jinshan digital office conference to launch the platform product for the digital transformation of super large organizations – Jinshan digital office platform. We summarize the four characteristics of Jinshan digital office platform: (1) integrate Jinshan’s office capacity matrix and underlying basic capabilities to further grasp the digital transformation needs of large and super large organizations including government, state-owned enterprises, central enterprises and other leading enterprises with an integrated scheme; (2) It precipitates the company’s overall capability in the form of middle platform, expands the company’s solution thickness for enterprise level cooperation and office, and is expected to help the product further open the product boundary; (3) pay attention to the opening and ecological construction of Jinshan platform capability, and open API, SDK and even source code; (4) The transition from office tools to enterprise level collaborative solutions is standardized, integrated and extensible. It is a standard enterprise level SaaS product, and provides a full information innovation mode, taking into account “localization” and “cloud subscription”.

Guided by the “content”, Jinshan deepened the cooperation strategy and released three new cooperation modules

Jinshan further continued its collaboration strategy and launched three collaboration modules to further enrich its office capacity matrix. The company released three new products of Jinshan collaboration, light dimension table and Jinshan knowledge base at Jinshan digital office conference. After the company’s product direction was upgraded from “multi screen, cloud, content, AI” to “multi screen, cloud, content, AI and collaboration” last year, the company further deepened its collaboration strategy this year. We believe that the difference between other manufacturers takes “process” as the core, the company takes “content” as the core, documents and cooperation as the carrier to improve organizational efficiency, and differentiation goes deep into the enterprise market.

Represented by Jinshan, SaaS manufacturers will enter a new round of product cycle

This time, Jinshan released three new collaboration modules, Jinshan collaboration, light dimension table and Jinshan knowledge base, as well as the enterprise level overall solution Jinshan digital office platform, which opened a new round of product iteration cycle for enterprise SaaS manufacturers. In 2021q4, OA manufacturer Beijing Seeyon Internet Software Corp(688369) and ERP manufacturer Kingdee International have released the consolidated statements of new product collaborative operation product platform V8 and yunxinghan respectively. Enterprise management manufacturers have accelerated product R & D progress. We expect that more new products will be launched next year, and new product iteration is expected to become an important catalyst for enterprise SaaS manufacturers next year.

It is recommended to pay attention to:

1) Cooperative office manufacturers: Beijing Kingsoft Office Software Inc(688111) , Fujian Foxit Software Development Joint Stock Co.Ltd(688095) , Wondershare Technology Group Co.Ltd(300624) etc; 2) ERP manufacturers: Kingdee International, Yonyou Network Technology Co.Ltd(600588) etc; 3) OA manufacturer: Shanghai Weaver Network Co.Ltd(603039) , Beijing Seeyon Internet Software Corp(688369) etc

Risk tip: the macro economy is depressed, the plate policy has changed significantly, and the international environment has changed significantly

 

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