卓易信息(688258.SH):在收購艾普陽後,仍將繼續深耕信創領域基礎軟件業務
格隆匯7月31日丨卓易信息(688258.SH)近期在接待機構投資者調研時表示,艾普陽主營的IDE是一種軟件開發工具,用於提供程序開發環境的應用程序,其在軟件行業地位類似於工業母機,是生產軟件的軟件,所有軟件公司都需要使用。在產業鏈上艾普陽屬於上市公司雲服務業務的上游。
當前軟件開發工具主要集中在歐美,國內軟件開發工具的自主化需求也在逐步顯現,但大量工具還都是以開源軟件封裝為主,能夠適配的企業場景有限,無法滿足大型企業業務快速發展的商業訴求,艾普陽作為擁有二十多年專業 IDE工具軟件研發經驗的開發商,發展二十多年來,一直聚焦軟件開發工具領域,目前在研的DevMagic Studio是具有完全自主知識產權的.NET雲原生應用低代碼開發工具,可替代國外主流商業開發工具(Visual Studio、Rider)的同等功能,符合信創國產替代需求。因此,公司在收購艾普陽後,仍將繼續深耕信創領域基礎軟件業務。
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