石基信息(002153) - 2024年12月27日投资者关系活动记录表

Group 1: Cloud Product Pricing and Features - The new generation cloud products are charged on a subscription basis, with fees calculated monthly based on the number of hotel rooms [1] - The pricing of the cloud products is higher compared to competitors due to their relative advantages as reported by third-party professional companies [1] - The pricing varies depending on the type of hotel service selected, with Full Service and Limited Service hotels having different pricing structures [1] Group 2: Market Strategy and Risks - The company does not sign exclusive agreements in the Master Service Agreement (MSA), allowing flexibility for clients to procure cloud products [7] - Concerns regarding US-China relations are a primary risk, but the company continues to promote its globally adopted INFRASYS CLOUD system [7] - The company aims to reduce the impact of geopolitical concerns by increasing the number of high-profile hotel clients globally [7] Group 3: Customer Preferences and Market Trends - Customers prioritize performance and meeting their needs over pricing when selecting hotel information systems [11] - The shift to cloud systems is driven by the need for data security compliance with increasing regulations, such as the Personal Data Protection Law in China [8] - The industry consensus is that cloud migration is essential for hotel operations to provide intelligent decision-making support [8] Group 4: Future Business Development - The company’s focus is on globalization and platformization, with an emphasis on expanding its customer base for cloud products [11] - The goal is to achieve cash flow breakeven in overseas operations as the number of international clients increases [11] - Continuous exploration of AI applications is underway to maintain technological leadership in cloud products [11]