Group 1 - The stock price of Shiji Information fell by 2.08% on November 14, trading at 9.89 CNY per share, with a total market capitalization of 26.992 billion CNY [1] - Year-to-date, Shiji Information's stock price has increased by 38.71%, with a 6.23% rise over the last five trading days and a 2.28% increase over the last 20 days, while it has decreased by 5.54% over the last 60 days [1] - The company reported a net outflow of 5.0365 million CNY in main funds, with significant selling pressure observed [1] Group 2 - Shiji Information, established on February 6, 1998, and listed on August 13, 2007, specializes in hotel and restaurant information management systems, payment systems, and related services [2] - The company's revenue composition includes hotel information management systems (43.87%), retail information management systems (18.02%), proprietary smart commercial equipment (17.37%), and third-party hardware support (16.46%) [2] - As of September 30, 2025, Shiji Information reported a revenue of 1.929 billion CNY, a year-on-year decrease of 4.29%, while net profit attributable to shareholders was 21.1597 million CNY, a year-on-year increase of 33.22% [2] Group 3 - Shiji Information has distributed a total of 833 million CNY in dividends since its A-share listing, with 54.5839 million CNY distributed over the past three years [3] - As of September 30, 2025, the number of shareholders increased by 11.94% to 53,600, while the average circulating shares per person decreased by 10.67% to 29,835 shares [2][3] - Hong Kong Central Clearing Limited is the ninth largest circulating shareholder, increasing its holdings by 4.9055 million shares to 17.6215 million shares [3]

Core Viewpoint - Shiji Information, a leading provider of information system solutions for the tourism and hotel industry, has shown promising financial performance and strategic growth in its international business, particularly in SaaS transformation and product development [1][6]. Financial Performance - For Q3 2025, Shiji Information reported revenue of 1.929 billion yuan, ranking 16th among 102 companies in the industry, with the industry leader Shanghai Steel Union generating 57.318 billion yuan [2]. - The net profit for the same period was 51.8365 million yuan, placing the company 24th in the industry, with the top performer, Desay SV, achieving 1.805 billion yuan [2]. - The company's asset-liability ratio stood at 16.47%, lower than the industry average of 31.94%, indicating strong solvency [3]. - The gross profit margin was 47.48%, above the industry average of 41.71%, reflecting robust profitability [3]. Management and Shareholder Structure - Chairman Li Zhongchu's compensation for 2024 was 71,500 yuan, a decrease of 18,600 yuan from 2023 [4]. - As of September 30, 2025, the number of A-share shareholders increased by 11.94% to 53,600, while the average number of shares held per shareholder decreased by 10.67% to 29,800 [5]. Strategic Developments - The company is expanding its core product ecosystem and has partnered with Amadeus to enhance its competitive edge and accelerate global business expansion [5]. - Shiji Information's international strategy has yielded significant results, with a strategic reduction in traditional hardware business and continued breakthroughs in global cloud services [6]. - The SaaS business is experiencing strong growth, with notable advancements in core products like DAYLIGHT PMS and a leading position in the Infrasys POS cloud restaurant system [6]. Future Outlook - Revenue projections for 2025 to 2027 are estimated at 3.665 billion, 4.576 billion, and 5.720 billion yuan, respectively, with corresponding price-to-sales ratios of 8X, 7X, and 5X [6].

Group 1 - The core point of the news is that Shiji Information experienced a decline of 5.04% in its stock price, reaching 10.74 CNY per share, with a trading volume of 330 million CNY and a turnover rate of 1.89%, resulting in a total market capitalization of 29.312 billion CNY [1] - Shiji Information, established on February 6, 1998, and listed on August 13, 2007, is based in Haidian District, Beijing. The company specializes in software development and sales for hotel information management systems, catering information management systems, and payment systems, among others [1] - The revenue composition of Shiji Information includes: hotel information management systems (43.87%), retail information management systems (18.02%), proprietary smart commercial equipment (17.37%), third-party hardware support (16.46%), social catering information management systems (1.71%), tourism and leisure systems (1.09%), payment systems (1.00%), and others (0.48%) [1] Group 2 - Xinhua Fund has a significant holding in Shiji Information through its fund, Xinhua Active Value Flexible Allocation Mixed A (001681), which held 142,200 shares, accounting for 1.96% of the fund's net value, making it the third-largest holding [2] - The fund has reported a floating loss of approximately 81,100 CNY as of the latest update [2] - Xinhua Active Value Flexible Allocation Mixed A was established on December 21, 2015, with a current scale of 57.4815 million CNY. Year-to-date returns are 9.42%, with a one-year return of 18.79% and a cumulative return since inception of 43.28% [2]

Group 1 - The core viewpoint of the news is that Shiji Information has seen a stock price increase of 5.05%, reaching 10.82 CNY per share, with a total market capitalization of 29.53 billion CNY [1] - Shiji Information, established on February 6, 1998, and listed on August 13, 2007, specializes in hotel information management systems, restaurant information management systems, and payment systems, among other software development and sales [1] - The revenue composition of Shiji Information includes: hotel information management systems (43.87%), retail information management systems (18.02%), proprietary smart commercial equipment (17.37%), third-party hardware support (16.46%), social catering information management systems (1.71%), tourism and leisure systems (1.09%), payment systems (1.00%), and others (0.48%) [1] Group 2 - Xinhua Fund has a significant holding in Shiji Information, with its Xinhua Active Value Flexible Allocation Mixed A Fund (001681) holding 142,200 shares, accounting for 1.96% of the fund's net value, making it the third-largest holding [2] - The Xinhua Active Value Flexible Allocation Mixed A Fund has a total scale of 57.48 million CNY and has achieved a year-to-date return of 5.87% [2] - The fund manager, Lin Zhai, has been in position for 5 years and 260 days, with the fund's best return during this period being 12.98% and the worst return being -5.55% [3]

Company Overview - Beijing Shiji Information Technology Co., Ltd. was established on February 6, 1998, and listed on August 13, 2007. The company is located at 65 Fuxing Road, Haidian District, Beijing [2] - The main business includes software development and sales for hotel information management systems, catering information management systems, payment systems, system integration, and technical support services. It also provides comprehensive solutions for digital hotels (IP Hotel) [2] - The revenue composition is as follows: hotel information management systems 43.87%, retail information management systems 18.02%, self-owned smart commercial equipment 17.37%, third-party hardware support 16.46%, social catering information management systems 1.71%, tourism and leisure systems 1.09%, payment systems 1.00%, and others 0.48% [2] Financial Performance - As of June 30, 2025, the company achieved operating revenue of 1.25 billion yuan, a year-on-year decrease of 9.56%. The net profit attributable to shareholders was 33.54 million yuan, a year-on-year increase of 35.67% [2] - The company has distributed a total of 833 million yuan in dividends since its A-share listing, with 54.58 million yuan distributed in the last three years [3] Stock Performance - On September 18, the stock price of Shiji Information fell by 2.06%, trading at 10.93 yuan per share, with a total market capitalization of 29.83 billion yuan [1] - Year-to-date, the stock price has increased by 53.30%, with a 2.15% increase over the last five trading days, a 3.36% decrease over the last 20 days, and a 24.77% increase over the last 60 days [1] - As of June 30, 2025, the number of shareholders was 47,900, a decrease of 10.63% from the previous period, with an average of 33,398 circulating shares per person, an increase of 11.90% [2] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the tenth largest circulating shareholder, holding 12.72 million shares, a decrease of 3.07 million shares from the previous period. The Southern CSI 500 ETF has exited the list of the top ten circulating shareholders [3] Market Activity - The net outflow of main funds was 33.73 million yuan, with large orders buying 43.08 million yuan (17.62%) and selling 54.05 million yuan (22.11%) [1]

Core Insights - The stock price of Shiji Information has decreased by 2.39% on September 16, trading at 11.01 CNY per share with a market capitalization of 30.048 billion CNY [1] - Year-to-date, the stock has increased by 54.42%, but has seen a decline of 1.70% over the last five trading days [1] Company Overview - Shiji Information Technology Co., Ltd. was established on February 6, 1998, and went public on August 13, 2007 [2] - The company specializes in hotel information management systems, restaurant information management systems, payment systems, and provides integrated solutions for digital hotels [2] - Revenue breakdown: hotel information management systems (43.87%), retail information management systems (18.02%), proprietary smart commercial equipment (17.37%), third-party hardware (16.46%), and other services [2] Financial Performance - For the first half of 2025, Shiji Information reported revenue of 1.25 billion CNY, a year-on-year decrease of 9.56%, while net profit attributable to shareholders was 33.54 million CNY, an increase of 35.67% [2] - The company has distributed a total of 833 million CNY in dividends since its A-share listing, with 54.58 million CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 10.63% to 47,900, with an average of 33,398 circulating shares per shareholder, an increase of 11.90% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 12.716 million shares, a decrease of 3.0724 million shares from the previous period [3]

9月10日，石基信息跌5.18%，截至发稿，报10.62元/股，成交5.17亿元，换手率2.98%，总市值289.84亿 元。 新华积极价值灵活配置混合A（001681）基金经理为林翟。 截至发稿，林翟累计任职时间5年246天，现任基金资产总规模1.81亿元，任职期间最佳基金回报 12.98%， 任职期间最差基金回报-5.55%。 资料显示，北京中长石基信息技术股份有限公司位于北京市海淀区复兴路甲65号石基信息大厦，成立日 期1998年2月6日，上市日期2007年8月13日，公司主营业务涉及酒店信息管理系统、餐饮信息管理系 统、支付系统的软件开发与销售、系统集成、技术支持与服务业务,并在全面整合各项系统的基础上,提 供石基数字饭店整体解决方案(IP Hotel)技术及应用服务。主营业务收入构成为：酒店信息管理系统业 务43.87%，零售信息管理系统业务18.02%，自有智能商用设备17.37%，第三方硬件配套业务16.46%， 社会餐饮信息管理系统业务1.71%，旅游休闲系统业务1.09%，支付系统业务1.00%，其他(补充)0.48%。 从基金十大重仓股角度 数据显示，新华基金旗下1只基金重仓石基信息。新华 ...