石基信息(002153) - 2024年12月10日投资者关系活动记录表

Group 1: Cloud Transition in Hotel Information Systems - The transition to cloud-based hotel information systems is driven by the need for mobile access and data security compliance, as older systems cannot support direct consumer access [2][3]. - Cloud systems provide intelligent data support for hotel operators, improving management efficiency and reducing labor costs, while also addressing stringent data security regulations [2][3]. - Transitioning to cloud systems allows hotels to consolidate data security certification costs, as multiple hotels in a region can share a single certification process [3]. Group 2: Pricing and Business Strategy - SaaS products are priced based on subscription fees, with costs varying according to the number of hotel rooms and the features utilized [3]. - The company does not adopt a low-price strategy to attract clients; instead, it focuses on advanced technology and architecture, which has received positive feedback from customers [3][4]. - The company aims for global expansion and platform development, with a significant impact on future revenue as the number of cloud product clients increases [3][4]. Group 3: Competitive Landscape and Agreements - Competitors may use low pricing to attract hotel groups, but the company emphasizes the quality and capability of its products over pricing [4]. - The Master Service Agreement (MSA) is a non-exclusive framework, allowing hotel groups to procure cloud products without exclusivity, although operational efficiency may lead to a preference for a single system in a region [4]. Group 4: Future Investments and Technology - The company’s future investments will primarily focus on personnel costs, particularly for overseas teams, which have reached a scale of over 1,000 employees [4]. - The company recognizes the importance of AIGC technology for the future of the hotel and tourism industries, exploring applications in intelligent interaction and data analysis, while prioritizing cloud and global platform strategies [4].