石基信息(002153) - 2024年11月11日投资者关系活动记录表

Group 1: Cloud Adoption in the Hotel Industry - The demand for cloud-based hotel information systems is driven by the need for C-end consumers to access hotel information directly, which older systems cannot support [2][3] - Transitioning to cloud systems provides intelligent data support for hotel operators, enhances management efficiency, and reduces labor costs [2][3] - Compliance with data security regulations is a significant factor for hotels to adopt cloud systems, as non-cloud systems incur high annual certification costs [3] Group 2: Competitive Advantages of the Company's Cloud Products - The company's SEP platform is designed for group clients, utilizing a microservices architecture that allows for flexible integration and data management [3][4] - The product offers a single customer profile storage, simplifying data management for hotel groups [3] - Major competitors in the market include ORACLE and INFOR, with the company having no strong domestic competitors [3] Group 3: Future Development and Market Expansion - The company has signed contracts with all five major international hotel groups for its cloud dining system, with plans for gradual rollout [4] - The pricing model for cloud products is subscription-based, varying by the number of hotel rooms and service types [4] - The company aims to expand into the mid-to-low-end hotel market with different cloud PMS products tailored for various hotel segments [4] Group 4: Business Trends and Performance Metrics - The overall business is recovering, with a focus on global expansion and platformization as cloud product adoption increases [5] - The company maintains a market share of approximately 50% in the retail information system sector, indicating strong competitive positioning [4][5] - Internal performance metrics are tailored to different development stages and team responsibilities, incorporating various KPIs beyond just sales performance [5]