Kingdee International Software Group vs Yonyou (UFIDA)
Kingdee holds the stronger position because its 2025 revenue grew 12.0% with cloud subscriptions up 20.9%, while Yonyou posted a 2025 net loss of RMB 1.351 billion and its legacy software revenue fell 49.4%.
Kingdee International Software Group
Chinese ERP and cloud software vendor, market leader in domestic business management software
Yonyou (UFIDA)
China's largest domestic ERP vendor, moving from on-premise software to cloud and AI
Dimension by dimension
| Dimension | Kingdee International Software Group | Yonyou (UFIDA) |
|---|---|---|
| Staying power of the core product | Kingdee's total revenue rose 12.0% year over year, with cloud services making up 82.5% of that revenue. | Yonyou's mid-market revenue fell 12.3% and its legacy software revenue dropped 49.4% in the same period. |
| Exposure to AI absorbing the product | Kingdee's software is rated unlikely to be absorbed by AI tools. | Yonyou's software is rated as partly exposed to being absorbed by AI tools. |
| How easily a giant could copy them | A giant competitor could possibly replicate Kingdee's offering as well. | A giant competitor could possibly replicate Yonyou's offering. |
| Pressure from rivals | Kingdee faces pressure mainly from Huawei moving upmarket, with Yonyou as a steadier co-equal rival, giving it lighter direct competitive pressure than Yonyou faces. | Yonyou faces pressure on two fronts, from Huawei's MetaERP and from Kingdee itself, facing heavier direct pressure than Kingdee does from its rivals. |
| Financial footing | Kingdee posted 2025 revenue of RMB 7,006 million, up 12.0%, with subscription revenue up 20.9%. | Yonyou posted a 2025 net loss of RMB 1.351 billion and a further Q1 2026 loss of RMB 744 million. |
| Overall standing | Kingdee is described as holding its position, though with some caveats. | Yonyou is described as being losing its protection. |
Questions people ask
- Yonyou vs Kingdee, which one is in better shape as AI changes the software market?
- Kingdee is in better shape. It is growing revenue and shifting more of its business to cloud subscriptions, while Yonyou is losing money and its older software lines are shrinking fast.
- Is Yonyou losing money?
- Yes. Yonyou reported a 2025 net loss of RMB 1.351 billion and continued losing RMB 744 million in the first quarter of 2026. Kingdee, by contrast, reported revenue growth over the same period.
- Which company has more cloud revenue, Yonyou or Kingdee?
- Kingdee reports that cloud services make up 82.5% of its total revenue, a figure not matched in Yonyou's numbers, where legacy software is shrinking instead.
- Who faces more competition, Yonyou or Kingdee?
- Yonyou faces heavier competition, contending with both Huawei's MetaERP and Kingdee for the same customer base. Kingdee mainly faces Huawei moving upmarket, with Yonyou seen as a more stable rival.
- Could Huawei replace both Yonyou and Kingdee?
- Huawei's MetaERP is described as a possible copier of both companies' offerings and is already pressuring both, but it is specifically named as pushing into Kingdee's mid-market base and contesting Yonyou's large-enterprise and state-owned enterprise customers.
Other comparisons with these companies