CSII(SZ:300663) Sou Hu Cai Jing·2025-10-16 10:36Core Insights - The collaboration between Tsinghua University and Kylin Software has resulted in a self-developed database capable of competing with Oracle, marking a significant step in breaking the overseas monopoly in the database market [1][5]. Group 1: Collaboration and Innovation - Tsinghua University possesses top-tier research capabilities but lacks industry application validation, while Kylin Software has extensive experience in financial software but needs a strong research team. Their partnership effectively addresses each other's weaknesses [3]. - The establishment of a joint research institute in 2023 allows Tsinghua professors to work on algorithm models at Kylin, while Kylin engineers provide real business data for technical integration, reducing the R&D cycle by 40% compared to industry averages [3]. Group 2: Product Development and Performance - The newly developed database, SUNDB, boasts over 98% of its code written independently and holds 12 core technology patents, effectively distancing itself from Oracle and IBM [5]. - SUNDB can handle 3 million transactions per second with a response time of 10 milliseconds, doubling the speed of previous overseas databases. Its security features include full-link encryption and multi-replica disaster recovery [5]. Group 3: Market Impact and Strategy - The collaboration aims to integrate the database with domestic chips and systems, achieving over 80% compatibility with Huawei's HarmonyOS and Feiteng chips, thus simplifying implementation for banks [5]. - The market share of domestic databases has increased from 8% to 18%, demonstrating the effectiveness of this strategic partnership [5].