石基信息(002153) - 2024年7月9日投资者关系活动记录表

Group 1: Market Position and Competition - The company's cloud products are currently leading compared to other system providers, with feedback from multiple international hotel group clients affirming this position [2] - Competitors in the industry are established companies that have not developed cloud products comparable to the company's offerings, which remain focused on migrating traditional systems to the cloud [2] - In the domestic hotel information market, the company does not face particularly strong competition [2] Group 2: Client Onboarding and Pricing Strategy - The speed of client onboarding for the company's enterprise platform is determined by the successful launch of demonstration stores in specific regions, which accelerates further onboarding once a critical mass is achieved [3] - The pricing of cloud products is based on a subscription model, with fees calculated monthly and dependent on the number of hotel rooms and the functionality used by clients [3] Group 3: Product Offerings and Market Segmentation - The company offers various cloud PMS products tailored for different market segments, including international luxury hotel groups and local star-rated hotels with international management features [3] - The company’s enterprise platform primarily targets large international hotel chains and regional luxury hotel groups, focusing on those with strong centralized control [3] Group 4: Global Operations and Employee Management - The number of overseas employees is expected to remain stable, with no significant growth anticipated, depending on client contracts and R&D needs [4] - The R&D team for the enterprise platform is primarily located overseas to leverage high-end hotel industry experience and top talent in cloud platform development [4] Group 5: Financial Performance and Incentives - The gross margin for the hotel sector has decreased compared to the previous year, primarily due to an increase in the proportion of hardware sales revenue [4] - There are currently no new plans for equity incentives, although the company has a history of implementing such programs [4]