Economic Observer Network reporter Li Huaqing On March 20, "changes" occurred in the enterprise application software market.
On the morning of March 20, the WeChat official account of "CITIC Securities Research" reported that recently, Ren Zhengfei, the founder of Huawei, made a speech at the Spark Award Ceremony of "Unveiling Difficulties" held by Huawei, and mentioned that in April this year, Huawei's self-developed MetaERP system will be sworn in, using its own operating system, database, compiler and language. In terms of specific product availability, MetaERP has experienced the practical application test of Huawei's global departments, and has passed the annual settlement assessment of the company's general ledger use, which has successfully proved that MetaERP is sure to be promoted.
The article "CITIC Securities Research" said: "The successful trial of Huawei MetaERP and its potential commercial promotion are expected to bring new impetus to the supply side of the domestic ERP market."
For a while, the news that Huawei will enter the ERP market and Huawei will go online to develop its own ERP software has become very popular. At the same time, the stock prices of well-known domestic ERP manufacturers plunged: as of the closing of March 20, the stock price of UFIDA Network (600588. SH) had fallen by a large margin, with a turnover of more than 3 billion yuan; Kingdee International (0268. HK) also fell sharply in volume, down 18.77%.
On March 20, a reporter from Economic Observer Network verified the self-developed ERP information with Huawei and asked whether Huawei would promote the self-developed ERP in the future. As of press release, no reply has been received.
"We learned that Huawei's MetaERP is internally oriented, and Kingdee is also a core strategic partner among them even if it is externally oriented. Huawei will hold a MetaERP commendation conference in April, when Kingdee will also be invited to participate." On March 20, Kingdee International told Economic Observer.
Kingdee International emphasized that "Kingdee is Huawei's deep strategic partner. Huawei adopts Kingdee's firmament platform, and Huawei's global human resources system is jointly built by Kingdee and Huawei."
The UFIDA network also tends to think that Huawei MetaERP is for its own use rather than large-scale external promotion. The UFIDA network told the Economic Observer Network reporter: "We have learned that Huawei's self-developed team is probably less than 1000 people, which is a project customized staff size. If it is to be commercialized, its staff size must be more than its current size. You can refer to our current staff size of 25000 to support the current revenue situation. "
Yonyou Network told the reporter of Economic Observer Network that ERP manufacturers need to accumulate experience in serving customers in different industries to well standardize and polish or package their products. The ERP system developed by individual enterprises for their own use is not necessarily suitable for wide promotion, just like some people can cut a suit of clothes suitable for themselves, However, this suit may not be suitable for mass marketing.
When a reporter asked whether he was worried about Huawei's expansion of its team to occupy the ERP market in the future, Yonyou Network said that, compared with the enterprises that originally crossed the border to the ERP field in an industry, one of the outstanding characteristics of Yonyou Network was neutrality and a third party. As for whether Huawei would compete with Yonyou Network, Yonyou Network would attach importance to it from the strategic level, but in actual business, Huawei has not been found to participate in customer bidding.
UFIDA said that it had noticed the emotions of the secondary market towards the ERP industry. Since the weekend, the company has been explaining and answering questions with its own shareholders, securities dealers, individual investors, etc., hoping that everyone can view the ERP industry rationally and objectively.
From Huawei's own situation, it may be understandable that Huawei is determined to develop its own ERP system. As early as November 2021, Tao Jingwen, Huawei's director and chief information officer, said at the 2021 Global Innovators Conference hosted by Kingdee: "After the U.S. crackdown on Huawei in 2019, we used ERP for 30 years, suddenly stopped service and technical support, and we had to replace it. In the process of changing, we found that it was really difficult to change this thing, and it was impossible to use the original software and application architecture. I have communicated with many enterprises. The most I have heard is that others tell me 'absolutely impossible, you can't do it', but I have no way out, I must do it, you can say impossible, I have only one way forward, and I can only go out with Chinese enterprises such as Kingdee to do it. "
