Group 1: Data Security and AI Integration - Data security is a core principle of the company's platform, ensuring compliance with local regulations through automatic data storage solutions [2][10] - The company is exploring AI applications in cloud product upgrades, focusing on internal auditing and data analysis for operational forecasting [3] Group 2: Cloud Product Pricing and Market Position - The SaaS business model charges subscription fees based on the number of hotel rooms and the features utilized [4] - The company targets both international hotel chains and local high-end brands in the Chinese market, offering tailored cloud PMS solutions [5] Group 3: Service Agreements and System Integration - The Master Service Agreement (MSA) is a non-exclusive framework, allowing hotel groups to choose specific agreements for cloud product procurement [6] - Cloud system integration encourages hotel groups to consolidate systems for efficiency and cost-effectiveness [7] Group 4: Competitive Advantages and Future Outlook - The company's SEP product is designed for group clients, utilizing a microservices architecture that enhances operational flexibility [9] - Future business development focuses on globalization and platform expansion, aiming for a balanced cash flow as international client numbers grow [10]

Group 1: AI Integration and Investment - The company is exploring AI applications in cloud product upgrades, focusing on internal auditing and data analysis to maintain technological leadership [2] - Future overall investment will remain stable, primarily driven by personnel salaries and travel expenses, with a significant overseas team of over 1,000 members [2] Group 2: Assessment and Contracting Process - Different KPI assessment indicators are used based on the company's development stage and employee roles, not solely performance metrics [3] - The contracting process with international hotel groups is lengthy, involving strategic planning, supplier selection, and integration, which can be time-consuming and costly [4] Group 3: Product Stickiness and Customer Willingness - The stickiness of the company's SaaS system is high due to the significant time, manpower, and costs involved in system selection, contracting, and integration [5] - There is a consensus in the hotel industry regarding the need for cloud-based information systems, driven by operational efficiency and data security compliance [6][7] Group 4: Cloud Solutions and Partnerships - The company recommends using Amazon Cloud and collaborates with Alibaba for strategic business integration across various sectors [8][9] - Alibaba's decision-making team provides valuable support and understanding of the company's platform and international transformation challenges [9]

北京中长石基信息技术股份有限公司投资者关系管理活动记录-调研纪要 证券代码：002153 证券简称：石基信息 北京中长石基信息技术股份有限公司 投资者关系活动记录表 编号：2025-03 | □特定对象调研 | □新闻发布会 | | --- | --- | | □分析师会议 | □路演活动 | | 投资者关系 | □媒体采访 □现场参观 | | 活动类别 | □业绩说明会 ☑其他：海通证券 2025 年春 | | | 季上市公司交流会 | | 参与单位名 | Golden Nest Capital-许科；海通证券-朱瑶；华夏基金-张木；嘉 实基金-刘晔；中信资管-于聪 | | 称及人员姓 | | | 名 | | | 时间 | 2025 年 2 月 11 日 | | 地点 | 北京市西城区金融大街丙 9 号北京金融街威斯汀大酒店 | | 上市公司接 | 董秘、副总裁-罗芳；证券部-何龙光 | | 待人员姓名 | | | | 1、咱们与瑰丽酒店签署 MSA 意味着一定会上线吗？ | | | MSA（主服务协议）只是框架性的非独家协议，后续业主 | | | 可以依据该协议附件的约定签署具体的协议来采购公司的云产 | ...

➢ 事件概述：2025 年 2 月 5 日公司发布公告，全资子公司与瑰丽酒店集团签 订选择 SEP 等为集团标准的重大合同。 ➢ 标杆效应凸显，对长期发展具有深远影响。根据协议，相关主服务协议的期 限应从生效日期开始，石基授予参与酒店在期限内访问和使用服务和/或产品的 权利，并允许授权用户访问和使用服务和/或产品。 石基信息（002153.SZ）公司事件点评 国际高端酒店订单再落地，国际化、云化成果显现 2025 年 02 月 09 日 [Table_Author] 分析师：吕伟 分析师：郭新宇 执业证号：S0100521110003 执业证号：S0100518120001 邮箱：lvwei_yj@mszq.com 邮箱：guoxinyu@mszq.com 公司本次与瑰丽酒店集团签订协议，意味着又一家知名高端国际连锁酒店集团通 过签约认可公司新一代云架构的企业级酒店信息系统--企业平台及云餐饮系统 Infrasys Cloud、水疗及休闲解决方案 Concept、全球支付解决方案等的产品和 技术领先地位。瑰丽酒店 1979 年成立于美国，目前瑰丽酒店集团在全球 20 多 个国家管理着约 50 家豪华酒店、度假 ...

北京中长石基信息技术股份有限公司 公告 证券代码：002153 证券简称：石基信息 公告编号：2025-02 北京中长石基信息技术股份有限公司 关于全资子公司与瑰丽酒店集团签订选择SEP等为集团标准的 重大合同的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 一、合同签署背景及概况 1、北京中长石基信息技术股份有限公司（以下简称"公司"）正处于全球化及平台化的 转型时期，公司新一代云架构的企业级酒店信息管理系统 Shiji Enterprise Platform （石基企 业平台）为公司全球化及平台化转型中的重要产品，是一套可以完全替换部分现有酒店信息 管理系统（"PMS"）及其他酒店层面和集团层面子系统的全新一代解决方案。在欧洲、亚太 地区、中东和美洲上线一定数量酒店的基础上，石基企业平台已经得到五家国际标杆客户半 岛、洲际、朗廷、新濠、凯宾斯基酒店集团的认可，并已在半岛、洲际、朗廷实现批量上线 工作，包括新开酒店上线和替换存量酒店原有的 PMS。 对应上述酒店集团，公司已经披露签订过的此类重大合同包括：Shiji (Singapore) Pte. L ...

北京中长石基信息技术股份有限公司 2024 年度业绩预告 证券代码：002153 证券简称：石基信息 公告编号：2025-01 北京中长石基信息技术股份有限公司 2024 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间 2024 年 1 月 1 日至 2024 年 12 月 31 日 （二）业绩预告情况 ☑预计净利润为负值 | 项 目 | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司股 | 亏损：14000 | 万元–22000 | 万元 | 亏损：10,462.26 万元 | | 东的净利润 | | 比上年同期下降：33.81% - | 110.28% | | | 扣除非经常性损益 | 亏损：15000 | 万元–26000 | 万元 | 亏损：12,197.50 万元 | | 后的净利润 | | 比上年同期下降：22.98% - | 113.16% | | | 基本每股收益 | 亏损：0.0513 | 元/股–0.0806 | ...

Group 1: Company Overview and Strategy - Shiji has invested several hundred million dollars and built an international team of over a thousand people since 2015 to develop a new generation cloud PMS system [2] - The company aims to prioritize signing global benchmark hotel group clients and promoting cloud products among existing clients to enhance market presence [4] - The overseas business team currently exceeds 1,000 employees and will maintain its size to support globalization efforts [8] Group 2: Product Development and Technology - Shiji's cloud platform is built on a native cloud architecture, with continuous updates every two weeks, making it challenging for competitors to catch up [2] - The company is exploring AI applications, including internal audit functions and data analysis for operational forecasting, to maintain technological leadership [9] - CRS is viewed as a functional module within the broader enterprise platform, with no immediate plans for dedicated development [8] Group 3: Market Dynamics and Challenges - The process for high-end hotel groups to select core systems involves multiple stages, including RFI and RFP phases, which can lead to lengthy and unpredictable MSA signing times [5][6] - Integration with hotel group systems is a time-consuming process that affects the speed of cloud product deployment [7] - Legal reviews and geopolitical risks can further complicate the signing process for agreements [5] Group 4: Future Outlook - The company anticipates that the hotel information system business will increasingly contribute to overall revenue as the number of cloud product deployments grows [10]

Group 1: Company Acquisition and Product Offerings - The acquisition of Qingdao Haishi enables the company to provide integrated hardware solutions for software users in the hotel, restaurant, and retail sectors, enhancing innovation in cloud systems [1] - Haishi's commercial cash register has maintained a leading position in the domestic market for over a decade, alongside a small portion of software services for clients like Sinopec and PetroChina [1] Group 2: Cloud Deployment Strategy - The company is focusing on public cloud deployment for its next-generation information systems, as public cloud offers scalability and extensibility that private cloud cannot match [2] Group 3: Hotel Software Market Dynamics - The process for high-end hotel groups to select core systems involves strategic planning, supplier information gathering, and multiple stages of evaluation, including RFI and RFP [3] - The signing of the Master Service Agreement (MSA) is typically non-exclusive, allowing hotel groups to procure cloud products without exclusivity, although operational efficiency may lead to a preference for single-system usage [4][5] Group 4: Next-Generation Product Features - The Shiji Enterprise Platform integrates guest services, sales, distribution, and guest experience, creating a cohesive ecosystem [6] - The platform is designed with a microservices architecture, enhancing operational efficiency and addressing long-standing pain points in hotel management [6] Group 5: Benefits of Cloud Transition for Hotels - Transitioning to cloud-based systems provides intelligent decision-making support, improves management efficiency, and reduces labor costs for hotel operators [7] - Compliance with stringent data security regulations, such as China's Personal Data Protection Law and GDPR in Europe, is a significant driver for hotels to adopt cloud solutions [8] Group 6: AI Integration and Partnerships - The company is actively exploring AI applications to enhance cloud products, focusing on internal auditing and data analysis for operational forecasting [8] - The relationship with third-party booking platforms, such as Meituan, is collaborative, with Shiji's distribution system connecting hotel information systems to various booking channels [8]

Group 1: Cloud Product Pricing and Features - The new generation cloud products are charged on a subscription basis, with fees calculated monthly based on the number of hotel rooms [1] - The pricing of the cloud products is higher compared to competitors due to their relative advantages as reported by third-party professional companies [1] - The pricing varies depending on the type of hotel service selected, with Full Service and Limited Service hotels having different pricing structures [1] Group 2: Market Strategy and Risks - The company does not sign exclusive agreements in the Master Service Agreement (MSA), allowing flexibility for clients to procure cloud products [7] - Concerns regarding US-China relations are a primary risk, but the company continues to promote its globally adopted INFRASYS CLOUD system [7] - The company aims to reduce the impact of geopolitical concerns by increasing the number of high-profile hotel clients globally [7] Group 3: Customer Preferences and Market Trends - Customers prioritize performance and meeting their needs over pricing when selecting hotel information systems [11] - The shift to cloud systems is driven by the need for data security compliance with increasing regulations, such as the Personal Data Protection Law in China [8] - The industry consensus is that cloud migration is essential for hotel operations to provide intelligent decision-making support [8] Group 4: Future Business Development - The company’s focus is on globalization and platformization, with an emphasis on expanding its customer base for cloud products [11] - The goal is to achieve cash flow breakeven in overseas operations as the number of international clients increases [11] - Continuous exploration of AI applications is underway to maintain technological leadership in cloud products [11]

证券代码：002153 证券简称：石基信息 投资者关系活动记录表 为酒店核心系统必须是集团决定，国际酒店集团都会进行招标， | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 会聘请三方顾问公司提供专业评估。 | | 2 、云产品是怎样定价的？ | | SaaS 型业务按订阅费方式来收取费用，比如云 ...