Beijing Shiji Information Technology (SZ:002153)2023-06-21 10:14Group 1: International Strategy and Market Position - The company aims to deploy its cloud restaurant system, INFRASYS, widely in high-end hotels globally, enhancing its international strategy despite geopolitical risks [2][3] - The company has signed landmark clients like Peninsula Hotels and Langham Hotels, which helps in reducing concerns about its international presence [3][4] Group 2: Business Recovery Post-Pandemic - The recovery of the tourism and consumption sectors is expected to benefit the company's domestic business, although full recovery of information systems in the tourism sector may take time [3][4] Group 3: Performance Metrics and Team Management - The company employs different KPI metrics based on the development stage and roles of team members, indicating a comprehensive performance evaluation approach [3][4] - The overseas team has over 1,000 members, supporting the company's international business development, with potential for gradual growth based on market needs [3][4] Group 4: Research and Development Investment - The company plans to continue investing in R&D, particularly for integrating various subsystems into its enterprise platform [3][4] - The R&D team for the next-generation cloud hotel information system is primarily based overseas, leveraging industry experience and advanced management systems [4] Group 5: Competitive Landscape - Feedback from international hotel clients indicates that the company's cloud products are leading compared to competitors, who have not developed similar offerings [4] - The company's cloud products are designed to comply with global data protection laws, providing a competitive edge over lower-priced alternatives from competitors [4]