金蝶和用友 ERP双雄已经进入高成长轨道(国外英语资料).docVIP

金蝶和用友 ERP双雄已经进入高成长轨道(国外英语资料).doc

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金蝶和用友 ERP双雄已经进入高成长轨道(国外英语资料)

金蝶和用友 ERP双雄已经进入高成长轨道(国外英语资料) Author: anonymous source: computer world 10 years China ERP market, may make the market potential is still very great fatigue investors find everything fresh and new. Because from this year, Chinas ERP market growth or will begin to accelerate. Investment points The ERP market in China in 2010 could be refreshing for investors who are potentially very big markets. Because from this year, Chinas ERP market growth or will begin to accelerate. By comparing the American ERP boom triggered by external pressures in the early 90s, we judge that the turning point in Chinas economic growth over the next 08 years will lead to a boom in Chinas ERP demand in the coming years. If the economy achieves a soft landing, industry growth will remain high in the coming years. After the acceleration of the industrys high operating time, we calculate the potential space and penetration through the market. The conclusion is that the ERP market in China is still in the initial stage of increasing the number of customers. At least the next three years, industry growth can remain high. 07 years of UF (600588 shares of it, market, information) and the annual report shows that in Kingdee, ERP duo has run into the high growth path, and profit growth significantly higher than revenue growth. We judge that the situation will remain in the coming years. This is due to the continuous improvement of their profit margins. Comparison of foreign enterprises, we believe that in theory, UF (600588 quotes, stock it, information), Kingdee should also increase 15 percentage points, the main industry pre tax interest rate of more than 33%. As for the pace of future promotion, we will judge the gradual promotion of small steps. To sum up, 10 years of macroeconomic uncertainty and rising costs will make Chinese enterprises pay attention from high growth and open source to growth quality, reduce expenditure. And ERP has proved to be an effective way to improve efficiency, reduce cos

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