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。 ...

Group 1: SaaS Business Model - The SaaS business charges subscription fees based on monthly usage and the number of hotel rooms [2] - Pricing for cloud products varies depending on the functionality used by clients, with different rates for Full Service and Limited Service hotels [2] Group 2: AI Technology Integration - AI is utilized in two main areas: marketing tools that generate revenue based on a percentage of GMV, and integration into PMS and POS products for predictive assistance [3] - The company is developing a knowledge base to enhance prediction accuracy as more data is collected [3] - AI code generation tools are being used in the European R&D center to improve development efficiency while ensuring code safety [3] Group 3: Market Position and Strategy - The company is focusing on global and platform business strategies, with no immediate acquisition plans as major segments are already established [4] - DAYLIGHT PMS targets international hotel chains and luxury hotels, emphasizing strong group control rather than just hotel tier [5] Group 4: Client Engagement and Contracting Process - The selection process for core systems like PMS involves strategic planning, RFI, RFP stages, product demonstrations, and potential pilot projects before signing a Master Service Agreement (MSA) [6] - The contracting timeline is lengthy due to legal reviews and integration requirements, but it is expected to become more manageable as the company signs more groups [6] Group 5: Product Differentiation - DAYLIGHT PMS is designed as a platform for group clients, utilizing a microservices architecture and offering a single customer profile to streamline operations [8] - The product ensures data security by automatically storing customer data in compliance with local regulations [8] Group 6: International Operations - The overseas team has over 1,000 members, primarily composed of R&D and technical personnel, with a stable size to support globalization efforts [8] - The R&D team is based overseas to leverage industry experience and technical talent necessary for developing next-generation hotel management systems [9]

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：2026-01 北京中长石基信息技术股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性陈 述或重大遗漏。 一、股票交易异常波动的情况介绍 3、公司近期经营情况正常，内外部经营环境未发生重大变化。 4、经询问公司管理层、控股股东和实际控制人，公司不存在应披露而未披露的重大事 项，不存在处于筹划阶段的重大事项。 1 北京中长石基信息技术股份有限公司（以下简称"公司"）（证券名称：石基信息；证券 代码：002153）股票连续三个交易日内（2026年1月12日、2026年1月13日、2026年1月14日） 日收盘价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规则》的相关规定，属于 股票交易异常波动的情况。 二、公司核实情况说明 针对公司股票交易异常波动，公司对相关事项进行了核查，现对有关情况说明如下： 1、公司拟通过发行股份的方式向上海云鑫创业投资有限公司、张育宏和张伟3名交易对 方购买其持有的深圳市思迅软件股份有限公司13.50%股份。公司已于2025年10 ...

Group 1 - A-shares experienced significant market activity with 110 stocks hitting the daily limit up and 19 stocks hitting the limit down on January 14 [1] - Huawei Ascend concept stocks were notably active, with Zhenzhen Technology achieving a five-day limit up streak, and Huasheng Tiancai recording two limit ups in four days [1] - The cross-border payment concept gained strength, highlighted by ST Rindong achieving three limit ups in five days, along with other companies like Shiji Information and Lakala hitting the limit up [1] Group 2 - Several stocks showed impressive consecutive limit up performances, including Youbang Diao Ding with eight limit ups in ten days, and ST Yatai with eight consecutive limit ups [1] - Other notable stocks with consecutive limit ups include Galaxy Electronics with seven limit ups in eight days and Guosheng Technology with five limit ups in eight days [1] - Conversely, ST Aowei faced a continuous decline with four consecutive limit downs, while ST Zhengping and other companies also experienced multiple days of limit down [1]

申万宏源证券表示，2024年为基础大模型高速迭代期，2025年部分公司开始披露AI订单，新技术进入 应用初期。2026年基础大模型能力提升将推动AI应用商业化加速，软件行业迎来市值快速提升阶段。 中国软件行业以乙方定制化为特色，软件供应商通过深度定制开发积累行业know-how，与大模型形成 互补壁垒，AI应用落地更可能由软件公司实现。 2026年1月14日，A股软件概念再度走强。截至10:56，中证软件指数强势上涨6.61%，盘中一度涨超 7%。成分股用友网络、石基信息涨停，中科星图涨超12%，卫宁健康、合合信息等个股跟涨。 中信建投证券指出，AI大模型正从"生成"迈向"能推理、能行动"的Agent阶段，行业竞争焦点转向改造 用户行为与任务流程的能力，将推动企业端AI应用从"降本"到"增收"，2026年商业化进程加速。 消息面上，工业和信息化部印发《推动工业互联网平台高质量发展行动方案（2026—2028年）》。方案 指出，加快培育流程自动化助手、智慧巡检数字人、具身智能装备等自决策、自执行、自演进的工业场 景智能体。其中提到，实施工业互联网与人工智能融合赋能行动，推动人工智能技术在工业全链条渗 透。 风险 ...

Market Overview - The A-share market experienced a collective rebound, with the Shanghai Composite Index rising over 1%, the ChiNext Index increasing by over 2%, and the Sci-Tech 50 Index gaining more than 4% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.22 trillion yuan, a decrease of 215.5 billion yuan compared to the previous trading day [1] Sector Performance - The AI application concept saw a continuous surge, with over twenty constituent stocks hitting the daily limit, including Liou Co., which achieved six consecutive limit-ups in nine days, and Xinhua Net and Sanjiang Shopping, both with three consecutive limit-ups [2] - The semiconductor sector also performed well, with Yaxiang Integration hitting the daily limit and reaching a historical high [2] - The commercial aerospace concept remained active, with Haige Communication achieving three consecutive limit-ups and new highs, alongside multiple stocks like Sanwei Tiandi, Jiayuan Technology, and Datang Telecom hitting the daily limit [2] - The Alibaba Cloud concept continued to rise, with Hangang Co. and Data Port both hitting the daily limit [2] Closing Summary - By the end of the trading session, the Shanghai Composite Index rose by 1.2%, the Shenzhen Component Index increased by 1.98%, and the ChiNext Index gained 2.24% [2]

Core Viewpoint - The market shows strength with major indices rising, particularly in AI applications and precious metals, while adjustments in certain sectors are seen as profit-taking rather than panic [1]. Group 1: AI Applications - AI application sector continues to strengthen, with stocks like Zhejiang Wenhui and Shiji Information hitting daily limits, and others like Guangyun Technology and Zhidema rising over 10% [2][3]. - Google announced partnerships with major retailers to develop AI applications for e-commerce, indicating a broadening commercial space for AI [3]. Group 2: Market Analysis - Everbright Securities suggests that recent market adjustments are primarily due to profit-taking, with a structural shift from high-performing sectors like commercial aerospace to relatively lower-performing sectors [4]. - The market is not in a state of panic, and a structural market trend is expected to continue, with indices likely to experience fluctuations [4]. Group 3: AI in Healthcare - CITIC Securities reports that AI in healthcare is set to accelerate the restructuring of the trillion-dollar pharmaceutical market, with clearer payment structures expected by 2026 [5]. - Key areas of focus include AI drug development, grassroots AI healthcare applications, and AI pathology diagnostics [5]. Group 4: Brain-Computer Interface Technology - Galaxy Securities highlights the transition of brain-computer interface technology from laboratory settings to industrial production, with significant developments expected from companies like Neuralink [6]. - The industry is supported by government policies and healthcare pricing strategies, facilitating commercialization and innovation [6]. Group 5: Space Photovoltaics - Guojin Securities identifies space photovoltaics as a key segment within the commercial aerospace sector, expected to be a leading theme in the new energy sector by 2026 [7]. - The market is recognizing the value and potential of space photovoltaics, with ongoing developments in related equipment and materials [7].

（文章来源：每日经济新闻） 每经AI快讯，1月14日，AI应用方向继续走强，浙文互联4天3板，石基信息一字涨停，光云科技、值得 买涨超10%，用友网络、金桥信息等跟涨。 ...