石基信息(002153) - 2025年2月19日投资者关系活动记录表

Group 1: AI Integration and Investment - The company is exploring AI applications in cloud product upgrades, focusing on internal auditing and data analysis to maintain technological leadership [2] - Future overall investment will remain stable, primarily driven by personnel salaries and travel expenses, with a significant overseas team of over 1,000 members [2] Group 2: Assessment and Contracting Process - Different KPI assessment indicators are used based on the company's development stage and employee roles, not solely performance metrics [3] - The contracting process with international hotel groups is lengthy, involving strategic planning, supplier selection, and integration, which can be time-consuming and costly [4] Group 3: Product Stickiness and Customer Willingness - The stickiness of the company's SaaS system is high due to the significant time, manpower, and costs involved in system selection, contracting, and integration [5] - There is a consensus in the hotel industry regarding the need for cloud-based information systems, driven by operational efficiency and data security compliance [6][7] Group 4: Cloud Solutions and Partnerships - The company recommends using Amazon Cloud and collaborates with Alibaba for strategic business integration across various sectors [8][9] - Alibaba's decision-making team provides valuable support and understanding of the company's platform and international transformation challenges [9]