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 投资者关系活动记录表 编号：2026-02 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 国泰海通证券-朱瑶、刘天雅；禾永投资-张祥；红石榴投资-何英； 华夏基金-顾鑫锋、俞骁、刘平、胡姚一；兴业证券-蒋佳霖；银 河证券-张宸；中加基金-于成琨、李宁宁；中英人寿-张文倩；中 邮保险资管-孟东晖 时间 2026 年 1 月 19 日 地点 北京市海淀区复兴路甲 65 号石基信息大厦会议室 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、公司的酒店云产品与竞争对手的云产品相比有哪些优 势？目前竞争对手有哪些? 分几个方面，首先 DAYLIGHT PMS 是一个平台型的产品， 是 天 然的 为 集 团 型 的客 户 设 计 的 ；然 后 从 架 构 上来 说 ， DAYLIGHT PMS 采用的是微服务架构，采用先有 ...

Group 1: Partnership with Amadeus - Amadeus is the largest GDS and CRS service provider globally, and its partnership with the company is exclusive, enhancing global promotion efforts [2][4] - The integration of Amadeus's CRS with the company's DAYLIGHT PMS aims to create a comprehensive technology platform for the entire travel journey [3] Group 2: MSA Agreements with Hotel Groups - MSA (Master Service Agreement) is a non-exclusive framework agreement, allowing hotel owners to sign specific agreements for cloud products [4] - The trend towards using a single system in a region is driven by cost efficiency and operational convenience, especially after cloud system implementation [4][5] Group 3: Cloud Services and Market Strategy - The company primarily uses Amazon Cloud, with partnerships in China with Alibaba Cloud and Tencent Cloud [5] - The Chinese market is prioritized for international hotel groups due to its advanced mobile applications and high data security compliance [5][6] Group 4: Cloud Product Implementation Timeline - The implementation of cloud products is a gradual process, starting with system integration and certification before rapid deployment in other hotels [6][7] Group 5: Collaboration with Alibaba - The strategic partnership with Alibaba covers various sectors, enhancing the company's platform and global transformation efforts [8] Group 6: Competitive Positioning - The company has invested several hundred million dollars and built a large international team since 2015, making it difficult for competitors like Oracle to catch up [9] - Future expansion plans include targeting major hotel groups like Accor and Hilton, contingent on successful integration with Amadeus [9][10] Group 7: Market Segmentation - DAYLIGHT PMS targets international chain hotels and luxury hotel groups, while other cloud products cater to localized star-rated hotels with international management features [11]

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]