石基信息(002153) - 2025年1月3日投资者关系活动记录表

Group 1: Company Acquisition and Product Offerings - The acquisition of Qingdao Haishi enables the company to provide integrated hardware solutions for software users in the hotel, restaurant, and retail sectors, enhancing innovation in cloud systems [1] - Haishi's commercial cash register has maintained a leading position in the domestic market for over a decade, alongside a small portion of software services for clients like Sinopec and PetroChina [1] Group 2: Cloud Deployment Strategy - The company is focusing on public cloud deployment for its next-generation information systems, as public cloud offers scalability and extensibility that private cloud cannot match [2] Group 3: Hotel Software Market Dynamics - The process for high-end hotel groups to select core systems involves strategic planning, supplier information gathering, and multiple stages of evaluation, including RFI and RFP [3] - The signing of the Master Service Agreement (MSA) is typically non-exclusive, allowing hotel groups to procure cloud products without exclusivity, although operational efficiency may lead to a preference for single-system usage [4][5] Group 4: Next-Generation Product Features - The Shiji Enterprise Platform integrates guest services, sales, distribution, and guest experience, creating a cohesive ecosystem [6] - The platform is designed with a microservices architecture, enhancing operational efficiency and addressing long-standing pain points in hotel management [6] Group 5: Benefits of Cloud Transition for Hotels - Transitioning to cloud-based systems provides intelligent decision-making support, improves management efficiency, and reduces labor costs for hotel operators [7] - Compliance with stringent data security regulations, such as China's Personal Data Protection Law and GDPR in Europe, is a significant driver for hotels to adopt cloud solutions [8] Group 6: AI Integration and Partnerships - The company is actively exploring AI applications to enhance cloud products, focusing on internal auditing and data analysis for operational forecasting [8] - The relationship with third-party booking platforms, such as Meituan, is collaborative, with Shiji's distribution system connecting hotel information systems to various booking channels [8]