石基信息(002153) - 2023年3月21日投资者关系活动记录表

Group 1: Investor Relations Activities - The investor relations activity was a specific object survey conducted on March 21, 2023, at the Shiji Information Building in Beijing [2] - Participants included representatives from Guangfa Asset Management and Huashan Securities [2] - The meeting was attended by the company's Secretary and Vice President, Luo Fang, and the Securities Department representative, He Longguang [2] Group 2: System Integration and Implementation - The integration process with hotel groups involves selecting a few demonstration hotels for trial before mass deployment, which is a gradual process [2] - System integration with international hotel groups takes longer compared to standalone hotels, but ongoing integration work is on schedule [2] - The cloud transformation of hotel information systems is driven by the need for data security compliance and operational efficiency [3][4] Group 3: Research and Development Investment - Continuous R&D investment is necessary for integrating various subsystems into the Shiji enterprise platform, with overall R&D spending expected to remain substantial [3] - The company faced significant challenges in 2022 due to the pandemic, but recovery is anticipated as travel and consumption sectors rebound [3] Group 4: Employee Expansion and Internationalization - The company has established offices in over 20 countries, with an international team exceeding 1,000 employees, supporting its global business development [4] - Future employee growth will be based on specific regional market needs, with no rapid expansion expected [4] Group 5: Strategic Partnerships - The partnership with Alibaba focuses on leveraging both online and offline resources, enhancing the integration of hotel, restaurant, and retail information systems [4] - Alibaba's decision-making team provides crucial support and understanding of the company's platform and international transformation efforts [4] Group 6: Market Position and Competitors - The company views the software from Sihon, which serves small and medium-sized retail enterprises, as a strong investment opportunity, having performed well even during the pandemic [5] - Sihon is pursuing a listing on the Beijing Stock Exchange to incentivize its management and support future growth [5]