石基信息(002153) - 2024年6月14日投资者关系活动记录表

Group 1: Business Performance and Strategy - The stability of the business is high due to a large customer base and standardized products, which minimizes the impact during crises like the pandemic [2] - The gross profit margin in the hotel sector has decreased primarily due to an increase in hardware sales revenue [3] - The company plans to maintain the current number of overseas employees based on client contracts and R&D needs, avoiding large-scale growth [3] Group 2: Product Development and Market Position - The company’s cloud products are currently leading compared to competitors, who have not developed similar offerings [3] - Pricing for cloud products is determined by subscription fees based on the number of hotel rooms and the functionality used [4] - The integration of various subsystems into the company’s enterprise platform is necessary for the next generation of cloud-based hotel information systems [3] Group 3: Market Trends and Competitive Landscape - The company is focusing on deploying its cloud restaurant system globally to enhance brand recognition and demonstrate product superiority [5] - The market share in the retail sector is approximately 50%, with significant clients in the top retail and chain categories [4] - The impact of US-China relations on the company remains unchanged, with a strategy to emphasize product technology and service quality [5]