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Recently, Huawei held a grand ceremony for the “Discovering the Problems” Spark Awards at its headquarters in Bantian, Shenzhen. Ren Zhengfei, the founder of Huawei, delivered a speech, focusing on Huawei’s self-developed MetaERP system, triggering speculation that “Huawei will enter the ERP market”.
According to reports, MetaERP is one of the software made by Huawei with its own operating system, database, compiler and language. At present, Huawei has built a set of software development production line covering the whole process and links of software development, and formed a one-stop In the future, Huawei will develop more software based on this platform, and also plans to open software development tools to the outside world, so that software production tools can become independent and controllable, and promote the development of domestic software industry chain. quality development.
However, according to an evening report by the Shanghai Securities News, relevant personnel from Huawei told reporters that Huawei’s MetaERP management system is only for internal use, and “entering the ERP market” is a misinterpretation.
It is worth mentioning that the conjecture of Huawei’s “entering the ERP market” once aroused great repercussions in the capital market today. Out of concerns about Huawei’s entry into the market to “grab the cake”, industry leaders UFIDA and Kingdee International have encountered investors’ kicks. vote.
UFIDA opened low today, went low, and increased the volume limit. As of the close, the limit-down order exceeded 20,000 lots. The performance of Kingdee International was even weaker. The stock fell unilaterally throughout the day and finally closed down nearly 19%.
However, the news once significantly boosted the stock prices of Huawei’s industrial chain ecological partners, and the stock prices of SAI, Runhe Software, and iSoftStone have changed significantly. Among them, SAI and iSoftStone both rose by more than 8% today.
ERP is an enterprise management software with management accounting as the core that can provide real-time information integration across regions, departments, and even companies. It is an important part of the digital transformation of enterprises. According to the research report of Bank of China Securities, the overall ERP market space in my country exceeds 40 billion yuan, and the overall localization rate is 70%. However, my country’s current high-end ERP overall localization rate is low, and overseas manufacturers such as SAP and Oracle account for more than 50% of the high-end ERP market.
In the domestic market, with the continuous expansion of automation and informatization in China’s manufacturing industry, enterprises are paying more and more attention to management level and efficiency, and the integration of enterprise management and control is gradually deepening. The demand for domestic ERP software continues to grow.
Judging from the current market structure, according to the “2021 White Paper on Industrial Software Development” data, UFIDA, Kingdee, and Inspur occupy a relatively large share of the domestic ERP market. Among them, Yonyou Network is the world’s leading enterprise cloud service and software provider. By building and operating the world’s leading business innovation platform – Yonyou BIP, it serves the digital transformation and business innovation of enterprises. Kingdee International owns products such as Yunkangqiong, Xingkong, and Xinghan, and has been deeply involved in the SME market for many years. With its market position, the current Kingdee ecosystem has covered more than 5,000 partners. and other aspects of in-depth cooperation.
The recent “Overall Layout Plan for the Construction of Digital China” pointed out that the construction of digital China is an important engine for promoting Chinese-style modernization in the digital age and a strong support for building new advantages in national competition. CITIC Securities pointed out in a research report on March 14 that under the background of policy support for the digital China industry, ERP is an important component. It is expected that the domestic enterprise system headed by large central state-owned enterprises will usher in a rapid increase in ERP expenditure.
Manuscript source: Finance Associated Press
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