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Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82
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(文/观察者网张志峰)

“中国企业要去海外寻求更大市场,没信心是最可怕的一件事。”金山办公CEO章庆元在4月14日的一次采访活动中向媒体表示,全球化的竞争过程中,参与其中的中国企业也可以从这次关税战带来的全球经济变局中找到新机遇。

站在金山办公的视角,其与最大竞争对手微软Office之间的竞争格局,在全球多个市场已经形成固定模式。“当前全球市场调整正成为打破竞争平衡的关键契机。”章庆元表示,另一个机会是“中企抱团出海”带来的协同效应,大幅提升了中国企业在海外市场的整体品牌力和接受度,这种好处不仅体现在硬件商品上,对于金山办公这类软件供应商同样意义重大。

加速国产化软件替代与B端业务增长

财报数据显示,2024年金山办公营业收入51.21亿元,同比增长12.40%。其中95.7%来自国内,境外收入仅有2.18亿元。

与众多在国内已经实现较高市占率的企业一样,金山办公也期待加速海外市场的探索,并将之视作现阶段核心战略。

尤其是华为、小米、OPPO、vivo等国产手机、笔记本终端设备海外市场份额的快速扩大,国产办公软件WPS的知名度也随之水涨船高,为企业海外扩张提供了强有力的竞争条件。“办公软件最重要的是信任感、是习惯。当一个国家的街头巷尾都是中国品牌广告时,手里拿着中国手机、用的是中国电脑,当地用户对中国办公软件的接受度自然会提高。”

“海外一定是我们非常大的增量市场。”章庆元介绍称,凭借中国手机厂商在海外的强势地位,WPS移动版在东南亚“一带一路”国家、欧洲等地区已积累了约2亿月活跃设备数。“令人欣喜的是,移动端的成功正逐渐带动PC版用户的增长。”

对于美国市场,章庆元则表示,“办公软件相较于其他消费品更加敏感,一系列限制之下,美国市场早已不是金山办公的重点。相反,从2018年开始,金山办公致力于在国内进行办公软件的国产化替代。”

表现在经营数据上最为明显的是面向组织级用户的WPS365,这个打通了文档、协作和AI三大能力的“一站式AI办公”平台,不断巩固央国企领域客户优势,2024年实现业务收入4.37亿,大幅增长149.33%

根据官网披露数据,WPS365去年在金融、制造、消费和互联网等行业深化布局,新增标杆客户包括华润集团、中粮集团、中国中铁、国药集团、中国绿发、江西银行、新东方、泰康保险、海尔等,超过百万企业用户选择用WPS365办公。

因此,随着中美关税博弈展开,新一轮的国产化办公软件替代进程又进一步加速,这对于金山办公来说可能又是一次机遇。章庆元表示,金山办公拟在巩固央国企核心B端客户的基础上,加速抢占民营企业B端市场份额。

积极拥抱AI,加大研发投入

除了出海策略之外,AI变革是章庆元眼中的又一时代机遇。“我在金山办公工作了25年,经历了从PC到移动互联网等多个时代变革,但AI为全行业带来的颠覆性远超以往任何时代,其对效率提升的诱惑也是全人类无法拒绝的。”

以软件行业经典的“二八定律”(80%的用户只使用20%的功能)为例,这并非用户不需要另外80%的功能,而是不知道或不会使用这些功能。AIAgent(智能体)的出现,让这一难题迎刃而解。

“比如‘数据透视表’这样复杂的功能,未来用户只需说‘我想对销售数据做多维度分析’,Agent就能自动生成结果,并将之调整为你想要的样式。”章庆元认为,2025年是AI应用元年,预计到明后年,AIAgent会变得非常成熟。

同时,面对令人头疼的“AI幻觉”以及消费者最关心的“数据安全”方面担忧,金山办公也早有腹稿,即深挖私域知识价值。

“越聪明的AI大模型,幻觉越多,越不可控。”章庆元介绍称,为了应对AI幻觉和AI污染等问题,金山办公目前的主要方向之一就是基于私域知识的AIGC(人工智能生成内容)。

在企业看来,无论是使用自己账户上传的,还是自己创作过的内容,都是经过筛选、相对更可信的内容,WPS私有云可以视作用户的私域知识库,将来想要生成类似内容或者查看相关内容时,便可以让AI基于这些私域知识进行再创作,大幅提升效率的同时,确保真实性。

值得一提的是,章庆元直言,金山办公自身并未参与AI大模型研发工作。“AI大模型的变化非常快,不是所有企业都能承受自研大模型的成本,特别是在DeepSeek这样的优秀国产大模型开源的前提下。”

但这并不意味着金山办公不重视研发投入。相反,企业去年研发投入16.96亿元,占收入比约33%,研发费用同比增长15.16%;研发人员占比67%,同比增长12.50%。

“研发费用率和研发人员占比,两个数字相加刚好100%。”章庆元笑称,这在全部A股上市公司中也颇为少见。

即使面对资本市场对高投入的疑问,章庆元依然坚定:“未来几年,我们仍会加大投入,甚至会降低利润率,去坚定不移地投入AI、协作和国际化这三大战略。”

面对未来办公软件市场竞争,章庆元透露,“金山办公的目标是立足‘长期主义’而非短期盈利多少、市值多高。我们现在已经成立17年了,希望再活30年,且30年后依然是一家不错的公司。”

OPPO公布最新销售数据,OPPOWatchX2Mini智能手表、OPPOPad4Pro平板刷新京东、抖音、天猫平台行业首销纪录。京东渠道数据显示,OPPOWatchX2Mini已购群体中华为、苹果用户合计占比近70%,OPPOPad4Pro购机者约30%为苹果用户。跨品牌用户流入推动销量增长,流畅互联体验成为推动高端机型破圈的主要因素。

三品同比上一代也有显著增长,OPPOPad4Pro同比上一代提升360%,OPPOWatchX2Mini同比上一代提升224%,OPPOEncoFree4同比上一代增长10倍。

2025安卓旗舰平板样板之作,OPPOPad4Pro13.2搭载英寸3.4K超清原彩屏,首发高通骁龙8至尊版芯片,性能断档领先。跨生态mac互联,平板有了桌面级生产力。OPPOWatchX2Mini搭载全新身心状态评估功能、首发出行守护功能,新增运动减脂检测,带来小尺寸旗舰智能穿戴体验;OPPOEncoFree4安卓最强人声降噪耳机,旗舰级配置越级体验。此外,上述三款新品均接入AI,平板、手表可使用满血版DeepSeek。

OPPO移动智能生态聚焦用户随身设备,坚持精品战略,吸引大量跨品牌用户流入,推动销量增长、实现生态破圈。

小说极品白领-畅享极致观影体验,感受视觉盛宴的无与伦比!的相关文章 共和党人担忧明年中期选举失利的相关文章
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