石基信息(002153) - 2025年9月14日投资者关系活动记录表

Group 1: Partnership with Amadeus - Stone基信息 signed a significant business cooperation agreement with Amadeus, the world's largest GDS and CRS service provider, to integrate their systems [2][3] - The partnership is exclusive, meaning neither party will represent the other's competing products, enhancing global promotion for Stone基信息 [2][3] - The agreement has an initial term of 5 years, with the possibility of extension if clients continue using Stone基信息's systems [3][4] Group 2: Technical Development and Integration - Basic functionalities for CRS integration have been completed, with further development planned for new features based on the contract [3] - A specialized working group will be formed post-contract announcement to plan specific development projects [3] - Successful integration of ACRS and DAYLIGHT PMS could lead to a comprehensive automated travel experience for customers [3] Group 3: Market Expansion and Client Acquisition - Currently, only Accor and Hilton among the top five global hotel groups have not been engaged; future expansion depends on successful integration with Amadeus [4][5] - Hyatt's joint venture, MuMianHua Hotel, is already using DAYLIGHT PMS, laying a technical foundation for potential full cooperation [5] - The partnership with Amadeus is expected to significantly boost confidence among other clients, positively impacting ARR for 2026 [5]