石基信息(002153) - 2025年1月8日投资者关系活动记录表

Group 1: Company Overview and Strategy - Shiji has invested several hundred million dollars and built an international team of over a thousand people since 2015 to develop a new generation cloud PMS system [2] - The company aims to prioritize signing global benchmark hotel group clients and promoting cloud products among existing clients to enhance market presence [4] - The overseas business team currently exceeds 1,000 employees and will maintain its size to support globalization efforts [8] Group 2: Product Development and Technology - Shiji's cloud platform is built on a native cloud architecture, with continuous updates every two weeks, making it challenging for competitors to catch up [2] - The company is exploring AI applications, including internal audit functions and data analysis for operational forecasting, to maintain technological leadership [9] - CRS is viewed as a functional module within the broader enterprise platform, with no immediate plans for dedicated development [8] Group 3: Market Dynamics and Challenges - The process for high-end hotel groups to select core systems involves multiple stages, including RFI and RFP phases, which can lead to lengthy and unpredictable MSA signing times [5][6] - Integration with hotel group systems is a time-consuming process that affects the speed of cloud product deployment [7] - Legal reviews and geopolitical risks can further complicate the signing process for agreements [5] Group 4: Future Outlook - The company anticipates that the hotel information system business will increasingly contribute to overall revenue as the number of cloud product deployments grows [10]