Group 1 - The software leading ETF (159899) has seen a net inflow of funds for three consecutive trading days, accumulating a total scale of 290 million yuan [1] - This ETF closely tracks the CSI Software Index, covering leading companies in various segments such as basic software, application software, and industrial software, with AI application-related concepts accounting for 35% of its weight [1][2] - The top ten holdings in the index include companies like Tuowei Information and Kingsoft Office, which are expected to benefit from the industry boom driven by AI technology [1] Group 2 - The AI application sector is experiencing a new wave of technological breakthroughs and ecosystem construction, highlighted by the launch of new features in the Qianwen APP, which has surpassed 10 million monthly active users within two months of its launch [2] - Ant Group has also introduced a new product called "Wuli," further expanding the AI application ecosystem [2] - Policy support is evident, with recent publications emphasizing the importance of application-driven development in the AI industry, and successful AI implementations in regulatory systems showcasing its potential in governance [3] Group 3 - Significant progress in technological self-innovation is marked by the collaboration between Zhipu and Huawei to open-source the first multi-modal SOTA model trained on domestic chips, indicating a breakthrough in AI infrastructure [3] - Market analysis suggests a shift in algorithm mechanisms from pursuing "traffic" to building "trust," which may lead to a systematic re-evaluation of content value from official media and professional publishing companies [3] - As domestic large models penetrate multiple scenarios, the AI application sector is entering a phase of accelerated industrialization [3]

Group 1 - The AI application sector is experiencing a dual resonance of policy direction and market explosion, with a notable inflow of funds into software ETFs, totaling 290 million yuan over three trading days [1][2] - Strong industrial fundamentals support this influx, with authoritative media emphasizing "application is king," guiding the core direction of industry development [2] - AI applications, exemplified by the Qianwen APP, are witnessing explosive growth, surpassing 100 million monthly active users within two months of launch, indicating significant potential as a "super entrance" in the AI era [2] Group 2 - The first domestically developed multimodal model based on indigenous chips has been announced as open-source, while regions like Zhejiang are pioneering deep AI applications in government supervision [2] - AI is evolving from a "traffic model" to a "trust tool" and "productivity tool," presenting historic opportunities for companies with real scenarios and core technologies [2] - The software ETF closely tracks the CSI All-Share Software Index, with top holdings including leading companies like Tuowei Information and Kingsoft Office, which possess both computing power and scene implementation capabilities, with AI-related concepts accounting for 35% of the ETF's weight [2]

Core Viewpoint - The stock of Shiji Information has experienced a consecutive two-day limit-up, indicating strong market interest and potential growth opportunities for the company [1] Group 1: Stock Performance - Shiji Information's stock reached a limit-up at 9:25 AM today, with a trading volume of 0.33 billion yuan and a turnover rate of 0.13% [1] Group 2: Strategic Initiatives - The company plans to acquire a 13.5% stake in Sihon Software to enhance its digital retail strategy [1] - The AI applications in hotel system products are categorized into marketing assistance and operational forecasting, with initial revenue generated from AI marketing tools [1] - The European R&D center is fully utilizing AI code generation tools to assist in development, thereby improving efficiency [1] Group 3: Business Expansion - The company holds a cross-border payment license, enabling it to conduct foreign exchange settlement business [1] - There is a focus on globalization and platformization, with the overseas team primarily composed of R&D technical personnel to advance global expansion [1]

Core Viewpoint - The company is leveraging AI in its hotel system products, focusing on marketing and operational efficiency, which is expected to generate revenue and improve product development. Group 1: AI in Marketing - The company has developed AI tools to assist hotel marketing, charging a fee based on a percentage of the GMV generated from these AI-driven orders, which has started to yield some revenue [1] Group 2: AI in Operational Systems - AI is being integrated into the PMS and POS products to enhance predictive capabilities, with a knowledge base being built to improve accuracy as more data is collected [1] Group 3: AI in Product Development - The company is actively using AI for product development, employing AI code generation tools at its European R&D center to systematically assist in development, while ensuring the security of AI-generated code is a priority due to the nature of its transaction processing systems [1]

（编辑 丛可心） 证券日报网1月14日讯 ，石基信息在接受调研者提问时表示，公司通过将客户的信息系统与各种预订渠 道、支付机构的系统直连，实现信息的即时交互，以系统替代人工，可以大大提升客户在预订和支付环 节的工作效率，降低运营成本。 ...

证券日报网1月14日讯，石基信息（002153）在接受调研者提问时表示，公司各大版块的布局已经基本 完成。目前公司的重点还是专注于全球化与平台化业务，专注于产品和市场。 ...

证券日报网1月14日讯，石基信息（002153）在接受调研者提问时表示，海外业务团队人数早已超过 1000人，为了持续推进全球化，这个团队体量需要维持，不会大幅度变化。海外团队以研发和技术人员 为主，销售人员不多。 ...

Core Insights - The company, Beijing Zhongchang Shiji Information Technology Co., Ltd. (referred to as "Shiji Information"), conducted a targeted investor research activity on January 14, 2026, with participation from four institutions including GF Securities and Guotai Junan Securities [1][2] SaaS Business Model - The SaaS business operates on a subscription model, with pricing linked to the number of hotel rooms and the functionality of the modules used. Different pricing standards apply for Full Service and Limited Service hotels, with more comprehensive features leading to higher charges [3] AI Technology Applications - The company is focusing on two main applications of AI technology: AI marketing tools that charge a percentage of the GMV generated from orders, which have started to yield some revenue, and AI-assisted product development aimed at improving efficiency through AI code generation tools [4] Strategic Focus - The company has completed its major business segment layouts and is now concentrating on globalization and platformization strategies, with no new acquisition plans currently in place [5] Product Line Differentiation - The company has a differentiated product matrix targeting various market segments, including DAYLIGHT PMS for international luxury hotel groups, Cambridge cloud hotel management system for localized star-rated hotels, and XMS and Qianlima iPMS for purely local star-rated hotels. The economic chain hotel information systems in China are primarily self-developed [6] International Collaboration Challenges - The company explained that the signing cycle with international hotel groups is lengthy due to the multi-stage process required for core system selection, which includes strategic planning, RFI, RFP, POC, and sometimes PILOT verification, along with legal reviews that consider geopolitical risks [7] Booking and Payment Efficiency - The booking and payment platform business enhances efficiency and reduces operational costs by directly connecting customer information systems with various booking channels and payment institutions, replacing manual operations [8] Cloud PMS Advantages - The company highlighted four core advantages of its cloud PMS: platform design suitable for group clients, microservices architecture, single customer profile and inventory management, and robust data security that complies with local regulations [9] Global Team Structure - The overseas business team has exceeded 1,000 members, primarily composed of R&D and technical personnel, with a low proportion of sales staff. This structure supports the company's global strategy and leverages the concentration of technical talent in the hotel management sector [10]

（记者 曾健辉） 每经头条（nbdtoutiao）——海利生物增值9倍并购的企业，估值8个月"腰斩"，其第一大客户竟是尚未 成立的公司，离奇的事还不少…… 每经AI快讯，石基信息发布公告称，2026年1月14日，石基信息接受国泰海通证券等投资者调研，公司 董秘、副总裁罗芳；证券部何龙光参与接待，并回答了投资者提出的问题。 ...

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：2026-01 投资者关系 活动类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他： 参与单位名 称及人员姓 名 广发证券-王钰翔；国泰海通证券-于航；汇添富基金-胡骏豪、钱 诗翔；信达澳亚-曾丹妮、刘维华、杨超、齐兴方 时间 2026 年 1 月 14 日 地点 北京市海淀区复兴路甲 65 号石基信息大厦会议室+线上调研 上市公司接 待人员姓名 董秘、副总裁-罗芳；证券部-何龙光 投资者关系 活动主要内 容介绍 1、SaaS 业务的收费方式是怎样的？ SaaS 型业务按订阅费方式来收取费用，比如云 PMS 产品按 月和酒店房间数计费。公司的云产品单价与客户使用我们产品功 能模块的多少相关，比如对于 Full Service 和 Limited Service 类型 的酒店，对应的价格会不同。 2、AI 技术的发展对于咱们的系统有新的促进吗？ 目前酒店系统产品的 AI 分为两大块，一类是利用 AI 帮助酒 店营销，按照利用 AI 营销工具产生订单的 ...