石基信息(002153) - 2023年7月28日投资者关系活动记录表

Group 1: Company Overview and Investor Relations Activities - The company is Beijing Zhongchang Shiji Information Technology Co., Ltd., with stock code 002153 and abbreviation Shiji Information [1] - The investor relations activity took place on July 28, 2023, at the company's headquarters in Beijing [2] Group 2: Cloud System Penetration and Application - The company's cloud services are currently utilized by approximately 80,000 overseas hotels [2] - The first level of cloud services includes data-driven applications for hotels, such as reputation evaluation and customer demand management [2] - The second level involves the transition of hotel and restaurant systems to public cloud, with the new Infrasys Cloud system having passed tests from over ten major hotel groups [3] - By the end of 2022, the Infrasys Cloud system was launched in over 3,000 customer locations [3] Group 3: Benefits of Cloud Transition - Transitioning hotel information systems to the cloud provides intelligent decision support, enhances management efficiency, and reduces labor costs [3] - Compliance with data security regulations, such as China's Personal Data Protection Law and the EU's GDPR, is a significant driver for hotels to adopt cloud systems [3] Group 4: Market Expansion and Challenges - The company has established offices in over 20 countries, with an international team exceeding 1,000 personnel [5] - The primary challenge in promoting the Shiji Enterprise Platform in the U.S. market is concerns regarding U.S.-China relations [5] - The company aims to leverage high-profile hotel clients to enhance its reputation and mitigate market concerns [5] Group 5: Retail Business and Market Share - The company holds approximately 50% market share among top retail and chain clients, including brands like Fuki, Changyi, Shiyun, and Heguang [6] - The retail information system sector is expected to transition to cloud solutions, although this process may be slower compared to the hotel industry [6] Group 6: Future Strategic Planning - The company has completed its major segment layouts and is focusing on international business development, with limited opportunities for further investments or acquisitions [6]