石基信息(002153) - 2025年2月11日投资者关系活动记录表

Group 1: Cloud Product Implementation - The Master Service Agreement (MSA) with hotels is a non-exclusive framework agreement, allowing for future specific agreements based on the MSA's attachments [2] - The integration of cloud products in signed hotel groups is a gradual process, initially slow due to system integration and certification requirements [5] - Once a certain number of demonstration hotels are successfully launched, the speed of onboarding other hotels in the region increases significantly [5] Group 2: Pricing and Revenue Potential - SaaS business models charge subscription fees based on monthly usage and the number of hotel rooms [4] - The pricing of cloud products varies depending on the selected service type, such as Full Service or Limited Service hotels [4] - If the company successfully expands internationally, its hotel information system revenue could reach levels comparable to leading legacy hotel information system providers [7] Group 3: Data Security and Technological Advantages - The company's cloud platform does not store personal data unless required by government regulations, emphasizing a strong focus on data security [6] - The platform employs Token key technology provided by third-party companies, ensuring compliance with local data security laws [6] - The design principles of the platform prioritize API first and Security first, enhancing its competitive edge in the market [6] Group 4: AI Integration and Future Exploration - The company is actively exploring AI applications to enhance cloud product functionalities, including internal auditing and data analysis [7] - Continuous exploration of AI is necessary to maintain technological leadership in cloud products, particularly in predicting hotel occupancy rates [7]