石基信息(002153) - 2023年2月28日投资者关系活动记录表

Group 1: Company Overview and Shareholding - The company's current focus is on internationalization and platformization, aligning with the trend of cloud development in information technology [2] - Major shareholders include founder Li Zhongchu with a 54.54% stake and Alibaba Group's Taobao (China) Software Co., Ltd. with a 13.02% stake [2] Group 2: Strategic Partnerships and Support - Alibaba provides significant support through its decision-making team, which understands the value and challenges of the company's platformization and internationalization efforts [2] - Strategic cooperation exists in sectors such as hotels, catering, retail, and payment, leveraging both online and offline advantages [3] Group 3: Internationalization Strategy - Current laws do not restrict Chinese software companies from pursuing international business, with CFIUS review requirements only applicable to investments in the U.S. [3] - The company's core international products are self-developed and not subject to CFIUS scrutiny, with a focus on data security [3] - The cloud POS product has more clients outside mainland China than within, including a significant number of U.S. clients [3] - The rollout strategy for the core cloud PMS product prioritizes regions, starting with Greater China, followed by Europe, and then the U.S. [3] Group 4: Market Position and Product Offerings - The hotel business targets both Chinese star-rated hotels and international chain hotel groups, with tailored solutions for local and international management styles [4] - The primary target customers for the company's enterprise platform are international chain hotel groups, focusing initially on the top five influential international groups and luxury regional hotel groups [4] Group 5: Industry Outlook - The year 2022 was the most severely impacted by the pandemic, but the easing of restrictions and recovery in the tourism and consumption sectors is expected to benefit the company's domestic business in 2023 [4] - A complete recovery of the information system business across various tourism sectors is anticipated to take some time [4]