石基信息(002153) - 2024年2月27日投资者关系活动记录表

Group 1: Investor Relations Activities - The investor relations activities included specific object research, analyst meetings, media interviews, performance briefings, press releases, and roadshows [2] - The meeting took place on February 27, 2024, at the Shanghai InterContinental Hotel [2] Group 2: Product and Pricing Information - The cloud POS and SaaS business charges subscription fees based on the number of hotel rooms and usage of product modules [2] - The pricing varies according to the type of hotel service, with different rates for Full Service, Limited Service, and Selected Service hotels [2] Group 3: Cloud Product Implementation - The rollout speed of cloud products is gradually increasing, with significant implementations starting in April and May 2023 for the InterContinental hotel group [3] - If a hotel group signs a Master Service Agreement (MSA), it does not guarantee that all systems will switch to the company's cloud products due to the non-exclusive nature of the MSA [3] Group 4: Financial Performance and Challenges - The company's overall revenue declined in 2022, primarily due to the impact of the pandemic on subsidiary companies and the hospitality sector [4] - The recovery of the hotel industry in 2023 is expected to positively influence the company's domestic hotel information system business, although full recovery may take time [4] Group 5: Research and Development Strategy - The company's R&D investment as a percentage of revenue has been increasing, reaching 26% in 2022, with approximately 680 million yuan allocated to R&D [4] - The strategy includes integrating various subsystems into the company's cloud platform and maintaining a high level of R&D investment [4] Group 6: Geopolitical Concerns - The company addresses customer concerns regarding geopolitical issues by promoting its globally adopted cloud restaurant system, INFRASYS CLOUD, to demonstrate product reliability and compliance [4] - The strategy includes onboarding more flagship hotels globally to mitigate concerns and enhance customer focus on product technology and service [4] Group 7: Internal Assessment Metrics - The company employs various KPI assessment metrics tailored to different development stages and team responsibilities, beyond just performance indicators [5]