Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [6]. Core Insights - The computer industry index experienced a significant decline of 4.77% during the week of January 26 to January 30, 2026, which is notably larger than the declines in the broader market indices [1][11]. - OpenClaw, an open-source personal AI assistant platform, is highlighted as a key innovation driving transformation in the AI industry. It allows users to manage tasks and interact through various messaging apps, indicating a growing integration of AI into daily life and work [4][22]. Summary by Sections Market Review - The computer industry index fell by 4.77%, with the Shanghai Composite Index down 0.44%, the Shenzhen Component Index down 1.62%, and the ChiNext Index down 0.09% during the same period [1][11]. - Sub-sector performance showed declines in computer equipment (-6.39%), IT services II (-3.50%), and software development (-4.82%) [1][11][21]. Major Events - Notable announcements include the release of new products and contracts by various companies, such as the SaaS services agreement by Shiji Singapore Pte Ltd. with Okura Nikko Hotel Management Co., Ltd. [3][23]. Key Announcements - GuoLiangDa's 2025 performance forecast indicates a slight decline in total revenue but an increase in net profit, with expected net profit ranging from 376 to 426 million yuan [2][20]. - NewBeiyang anticipates a revenue of 2.78 billion yuan for 2025, representing a growth of approximately 17% [2][20]. Investment Perspective - The report emphasizes the potential for accelerated commercialization in the AI sector, driven by innovations like OpenClaw, which is expected to create significant growth opportunities [4][22].

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [6]. Core Insights - The computer industry index experienced a significant decline of 4.77% during the week of January 26 to January 30, 2026, which is notably larger than the declines in the broader market indices [1][11]. - OpenClaw, an open-source personal AI assistant platform, is highlighted as a key innovation driving transformation in the AI industry. Its architecture allows for local device operation and interaction through popular messaging apps, enhancing productivity and automation capabilities [4][22]. - The report emphasizes the accelerating commercialization of AI technologies, suggesting a broad growth potential for the AI industry as it becomes increasingly integrated into daily work and life [4][22]. Summary by Sections Market Review - The computer industry index fell by 4.77%, with the Shanghai Composite Index down 0.44%, the Shenzhen Component Index down 1.62%, and the ChiNext Index down 0.09% during the same period [1][11]. - Sub-sector performance showed declines in computer equipment (-6.39%), IT services II (-3.50%), and software development (-4.82%) [1][11][21]. Major Events - The report discusses several significant technological advancements, including the release of AI models and systems that enhance capabilities in various fields, such as music production and genetic research [16][17][19]. - Notable announcements include the launch of new AI chips and models by major companies, indicating a competitive landscape in AI technology development [16][17][19]. Key Announcements - GuoLianda's 2025 performance forecast indicates a slight decline in total revenue but an increase in net profit, with expected net profit ranging from 376 to 426 million yuan [2]. - NewBeiyang anticipates a revenue of 2.78 billion yuan for 2025, representing a growth of approximately 17%, with net profit expected to increase by 44% to 65% [2][20]. - Shiji Information announced a significant contract to provide SaaS services for hotel management systems, indicating growth in the digital services sector [3][23].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002153 证券简称：石基信息 公告编号：2026-02 北京中长石基信息技术股份有限公司 关于全资子公司与大仓日航酒店签订重大合同的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、合同签署背景及概况 1、北京中长石基信息技术股份有限公司（以下简称"公司"）正处于全球化及平台化的转型时期，公司 新一代云架构的企业级酒店信息管理系统DAYLIGHT PMS（即原石基企业平台-酒店业解决方案，PMS 为Property Management System的简称）为公司全球化及平台化转型中的重要产品，是一套可以完全取 代老一代酒店信息管理系统及其他酒店层面和集团层面子系统的全新一代解决方案。在欧洲、亚太地 区、中东和美洲上线一定数量酒店的基础上，DAYLIGHT PMS已经获得一系列国际、国内知名酒店集 团的认可，并已实现批量上线。 2、2026年1月27日，公司全资子公司Shiji Singapore Pte Ltd.（以下简称"石基新加坡"）与Okura Nikko Hotel Manage ...

登录新浪财经APP 搜索【信披】查看更多考评等级 北京中长石基信息技术股份有限公司（证券代码：002153，证券简称：石基信息）于2026年1月27日发 布公告，宣布其全资子公司Shiji Singapore Pte Ltd.（以下简称"石基新加坡"）与Okura Nikko Hotel Management Co., Ltd（大仓日航酒店管理有限公司，以下简称"大仓日航酒店"）签订《MASTER SERVICES AGREEMENT》（即《主服务协议》，以下简称"MSA"）。根据协议，石基新加坡将为大 仓日航酒店及其关联公司拥有、特许经营、管理或经营的酒店以SaaS服务的方式提供新一代云架构的企 业级酒店信息管理系统DAYLIGHT PMS、云餐饮系统INFRASYS CLOUD、支付解决方案等系统及相关 硬件产品和服务。 合同签署背景与概况 石基信息正处于全球化及平台化的转型时期，其新一代云架构的企业级酒店信息管理系统DAYLIGHT PMS是公司全球化及平台化转型中的重要产品。该系统是一套可以完全取代老一代酒店信息管理系统及 其他酒店层面和集团层面子系统的全新一代解决方案。在欧洲、亚太地区、中东和美洲上 ...

石基信息公告，公司全资子公司石基新加坡与大仓日航酒店签订《主服务协议》，约定公司将为大仓日 航酒店及其关联公司提供新一代云架构的企业级酒店信息管理系统DAYLIGHT PMS、云餐饮系统 INFRASYS CLOUD、支付解决方案等系统及相关硬件产品和服务。 ...

2026 年 1 月 27 日，公司全资子公司 Shiji Singapore Pte Ltd.（简称"石基新加坡"）与 Okura Nikko Hotel Management Co., Ltd（大仓日航酒店管理有限公司，简称"客户"或"大仓日航酒店"）签订《MASTER SERVICES AGREEMENT》（即《主服务协议》，简称"MSA"），约定公司将为客户及其关联公司拥 有、特许经营、管理或经营的酒店以 SaaS 服务的方式提供新一代云架构的企业级酒店信息管理系统 DAYLIGHT PMS、云餐饮系统 INFRASYS CLOUD、支付解决方案等系统及相关硬件产品和服务。 格隆汇1月27日丨石基信息(002153.SZ)公布，公司正处于全球化及平台化的转型时期，公司新一代云架 构的企业级酒店信息管理系统 DAYLIGHT PMS（即原石基企业平台-酒店业解决方案，PMS 为 Property Management System 的简称）为公司全球化及平台化转型中的重要产品，是一套可以完全取代老一代酒 店信息管理系统及其他酒店层面和集团层面子系统的全新一代解决方案。在欧洲、亚太地区、中东和美 洲上线一 ...

格隆汇1月27日丨石基信息(002153.SZ)公布，公司正处于全球化及平台化的转型时期，公司新一代云架 构的企业级酒店信息管理系统 DAYLIGHT PMS（即原石基企业平台-酒店业解决方案，PMS 为 Property Management System 的简称）为公司全球化及平台化转型中的重要产品，是一套可以完全取代老一代酒 店信息管理系统及其他酒店层面和集团层面子系统的全新一代解决方案。在欧洲、亚太地区、中东和美 洲上线一定数量酒店的基础上，DAYLIGHT PMS 已经获得一系列国际、国内知名酒店集团的认可，并 已实现批量上线。 2026 年 1 月 27 日，公司全资子公司 Shiji Singapore Pte Ltd.（简称"石基新加坡"）与 Okura Nikko Hotel Management Co., Ltd（大仓日航酒店管理有限公司，简称"客户"或"大仓日航酒店"）签订《MASTER SERVICES AGREEMENT》（即《主服务协议》，简称"MSA"），约定公司将为客户及其关联公司拥 有、特许经营、管理或经营的酒店以 SaaS 服务的方式提供新一代云架构的企业级酒店信息管理系统 ...

Group 1: Product Advantages and Market Positioning - DAYLIGHT PMS is designed as a platform product specifically for group clients, utilizing a microservices architecture that allows for external integration of hotel operations [2] - The product offers a single customer profile and inventory, simplifying data management for hotel groups [2] - Competitors in the international hotel group information system market include ORACLE, INFOR, and Agilysys [3] Group 2: Market Strategy and Client Segmentation - DAYLIGHT PMS primarily targets international chain hotels and luxury hotel groups with strong centralized control, rather than focusing solely on hotel tier [4] - The company also offers other cloud PMS products tailored for localized star-rated hotels and pure domestic star-rated hotel markets [4] Group 3: AI Integration and Development - AI is being utilized in two main areas: marketing tools that generate revenue based on a percentage of GMV, and predictive analytics within PMS and POS products [5] - The company is actively using AI in product development to enhance coding efficiency and ensure the security of AI-generated code [5] Group 4: Operational Efficiency and Partnerships - The company enhances operational efficiency by directly connecting customer information systems with various booking channels and payment institutions [6] - Strategic collaboration with Alibaba leverages both online and offline resources, facilitating a comprehensive integration of information systems [7][8] Group 5: Research and Development Investment - The company plans to maintain significant R&D investments to develop additional functionalities and integrate more subsystems into DAYLIGHT PMS [9] Group 6: Supplier Selection and Market Entry - Hotel groups typically avoid exclusive agreements with suppliers, opting for a single system to reduce costs and improve management efficiency [10] - International hotel groups often launch in the Chinese market first due to its advanced mobile applications and stringent data security compliance [11] Group 7: SaaS Business Model - The SaaS business model charges subscription fees based on the number of hotel rooms and the functionalities utilized [11] - After signing with a hotel management group, individual hotels must negotiate based on the standards set by the group [11]

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]

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：2026-01 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 广发证券-王钰翔；国泰海通证券-于航；汇添富基金-胡骏豪、钱 诗翔；信达澳亚-曾丹妮、刘维华、杨超、齐兴方 时间 2026 年 1 月 14 日 地点 北京市海淀区复兴路甲 65 号石基信息大厦会议室+线上调研 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、SaaS 业务的收费方式是怎样的？ SaaS 型业务按订阅费方式来收取费用，比如云 PMS 产品按 月和酒店房间数计费。公司的云产品单价与客户使用我们产品功 能模块的多少相关，比如对于 Full Service 和 Limited Service 类型 的酒店，对应的价格会不同。 2、AI 技术的发展对于咱们的系统有新的促进吗？ 目前酒店系统产品的 AI 分为两大块，一类是利用 AI 帮助酒 店营销，按照利用 AI 营销工具产生订单的 ...