石基信息(002153) - 2025年5月13日投资者关系活动记录表

Group 1: Cloud Product Deployment - The company's cloud products are primarily based on public cloud deployment, which is recognized as the industry consensus due to its scalability and expansion capabilities compared to private cloud [1] - Leading international hotel groups are planning to transition to cloud systems, indicating a clear industry trend towards cloud adoption [1][2] Group 2: Client Acquisition and Market Presence - The company has signed contracts with major international hotel groups, including Peninsula, InterContinental, and others, achieving a total of 4,333 clients for its cloud restaurant management system [2] - The company maintains a market share of approximately 50% among top retail and chain clients in China's retail information system sector [3] Group 3: Product Implementation and Integration - The implementation of cloud products in signed hotel groups follows a slow-to-fast process, initially requiring system integration and certification before rapid deployment in other hotels [4] - The company's hotel cloud products, particularly the Daylight PMS, have been recognized and successfully implemented in several benchmark hotels, enhancing its reputation [2] Group 4: Competitive Advantages - The company's SEP platform is designed for group clients, featuring a microservices architecture that allows for flexible integration and data management [5] - The product ensures data security by automatically storing customer data in compliance with local regulations [5] Group 5: AI Integration and Future Outlook - The company is exploring AI applications to enhance cloud product capabilities, focusing on internal auditing and data analysis for operational forecasting [6] - Future business development priorities include globalization and platformization, with a goal to achieve breakeven in overseas operations as the number of global hotel clients increases [7]