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 处理从预定机票酒店开始，到入住消费，到离店登上飞机回家的 整个旅程后面的技术平台。 2、酒店集团与我们签 MSA，意味着其旗下的全部酒店一定 会去使用我们的系统吗？ 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品。 从商业的角度，酒店集团很少会签署带有排他性质的协议。但是 从实际操作的层面上来说，如果使用多套系统，成本高，且管理 不方便，效率低，所以即使是过去使用老一代非云化信息系统时 酒店集团的一个子系统也不会在一个地区选择过多的软件供应 商品牌。信息系统云化之后使用多套系统也无法享受信息系统云 化为酒店运营提供智能决策支撑所带来的最大收益，因此信息系 统的云化会从技术上推动酒店集团至少在一个地区的一个子系 统上越来越趋向于使用一套系统。 3、咱们公司使用的云服务用的是哪家的？ 一般推荐使用亚马逊云，国内与阿里云、腾讯云也有合作。 4、为什么咱们签署的国际酒店集团都是先从中国区开始上 线呢？ 由于中国市 ...

Group 1: Company Strategy and Market Positioning - The company's new hotel information system development team is primarily based overseas to align with the needs of large international hotel groups, ensuring local market adaptation [2][3] - Marriott's presence in China, with over 600 hotels, is expected to significantly boost revenue and provide additional value-added services [3] - The integration of DAYLIGHT PMS with Marriott's new central reservation system ACRS is a key step in the rollout plan [3] Group 2: Agreements and Client Relationships - The MSA agreement framework allows for the addition of new service plans for different regions without needing to renegotiate the main agreement [3] - Hotel groups typically prefer non-exclusive agreements, which allows them to choose multiple suppliers while minimizing operational costs [3] Group 3: AI and Technological Integration - The company is embedding AI into hotel scenarios, although a results-based payment model for AI services has not yet been established [5] - Current AI-related products are still billed under traditional project-based budgets, reflecting an immature ecosystem for AI in the industry [5] Group 4: Acquisitions and Growth Opportunities - The acquisition of Thinker Software was strategically planned to stabilize and incentivize the founding management team, ensuring continued contributions to company growth [6] - The company is focusing on expanding its cloud products in the U.S. market, leveraging landmark clients to penetrate further [7] Group 5: Competitive Advantages - DAYLIGHT PMS is designed as a platform for group clients, utilizing a microservices architecture that enhances operational efficiency and data security [8] - The company offers various cloud PMS products tailored for different market segments, including localized solutions for domestic star-rated hotels [9] Group 6: Future Business Focus - The company aims to prioritize globalization and platformization, with a significant portion of revenue expected to come from overseas markets [9] - The majority of IT budgets for hotels in China are driven by foreign brands, highlighting the company's competitive edge in meeting high standards [9] Group 7: Employee Incentives - Historical stock incentive plans have been implemented, but there are currently no new plans; the company maintains a stable team with flexible KPI assessments [10]