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石基信息(002153) - 2025年6月6日投资者关系活动记录表
2025-06-06 14:08
Group 1: Partnership with Marriott - The global nature of the MSA signed with Marriott allows for easy expansion into other regions like Asia-Pacific and Europe by adding a "Service Schedule" as per the agreement [2] - The integration of DAYLIGHT PMS with Marriott's new central reservation system and other group-level systems is planned to follow a specific timeline [3] - The successful implementation of Marriott in China, where there are over 600 hotels, is expected to significantly boost revenue and provide additional value-added services [5] Group 2: DAYLIGHT PMS Overview - DAYLIGHT PMS operates on a standard SaaS business model, charging subscription fees based on the number of hotel rooms and the features used [6] - The main functionalities of DAYLIGHT PMS include managing guest check-ins, room management, housekeeping, and financial systems, integrating with various subsystems [7] - Compared to previous contracts with InterContinental and Peninsula, Marriott's requirements for DAYLIGHT PMS are more comprehensive, particularly regarding group-level integration [7] Group 3: Brand Positioning and Market Strategy - The brand upgrade of DAYLIGHT PMS is centered around the "Day and Night" concept, reflecting the continuous service nature of the hospitality industry [8] - The company aims to position itself as a leading PMS provider globally, leveraging its technological advantages and existing high-profile clients [8] - The strategy for entering the U.S. market will be gradual, despite the capability to operate globally [4]