石基信息(002153) - 2024年12月17日投资者关系活动记录表

Group 1: Cloud Product Pricing and Adoption - The pricing of cloud products is determined based on subscription fees, calculated monthly and by the number of hotel rooms [4] - The transition of hotel information systems to the cloud is driven by the need for mobile access and compliance with data security regulations [5] - The cloud system enhances operational decision-making for hotels and reduces labor costs, with data security being a significant factor for adoption [5] Group 2: Market Position and Business Strategy - The company holds approximately 50% market share among top retail clients in China's retail information system industry [5] - The acquisition of Qingdao Haishi provides the company with a hardware manufacturing capability, enhancing software and hardware integration [6] - The focus for future business development is on globalization and platformization, with an emphasis on expanding the customer base for the new generation cloud platform [6] Group 3: Globalization and Competitive Advantage - The overseas business team has over 1,000 members, and this number is expected to remain stable to support globalization efforts [6] - The company aims to leverage its leading cloud products to sign contracts with global benchmark hotel groups, enhancing the speed of product rollout [7] - The company's cloud product offers advantages over competitors, including a platform-based design and compliance with local data security regulations [7]