HAIDILAO(HK:06862) Guan Cha Zhe Wang·2025-08-29 05:15Core Insights - The retail industry is facing dual challenges of fluctuating traffic and AI transformation, necessitating a stable and efficient data foundation for success [1][3] - OceanBase Cloud (OB Cloud) aims to deepen its presence in the new retail sector by providing integrated cloud database solutions [1][4] Industry Trends - The retail sector is shifting from broad traffic operations to deep user value exploration, with over 90% of companies believing that generative AI will enhance productivity [3] - Traditional architectures face issues such as data latency and system fragmentation, hindering real-time decision-making and AI innovation [3] Company Developments - OB Cloud has developed four core capabilities to address retail challenges: integration of transaction and analysis, multi-model data fusion, vectorized query for AI applications, and multi-cloud native deployment [4] - The platform has demonstrated significant performance improvements, such as a 90% reduction in scaling time for high traffic scenarios and a 45% increase in real-time computing power for member systems [4][5] Case Studies - Haidilao utilized OB Cloud to manage high concurrency in its membership system, achieving stable operations that support over 80% of its total revenue [4][6] - The integration of OB Cloud in Haidilao's inventory system allows for real-time stock calculations and proactive decision-making, reducing response time from days to minutes [5] AI Integration - OB Cloud is focusing on deep integration of AI with databases, enhancing capabilities to understand unstructured data such as images and text [6] - The platform enables features like visual search and intelligent recommendation systems, improving customer experience and operational efficiency [6] Market Position - OB Cloud has served over 200 leading retail enterprises, including Li Ning and Haidilao, and is becoming a key infrastructure for the digital transformation of the retail industry [6][7] - The company has established a global presence across more than 50 regions, with a customer growth rate of 130% [7] Research Insights - A white paper released at the conference highlights the transition of integrated cloud databases from cost centers to growth engines, emphasizing the need for businesses to focus on architecture design and AI capabilities [7]