达梦数据接待6家机构调研,包括淡水泉、华创证券、国泰海通证券、长盛基金等
Jin Rong Jie·2025-12-26 09:01

Core Viewpoint - Dameng Data plays a crucial role as a leading database product developer in China's national information technology innovation industry, focusing on independent and original technology routes, and has achieved significant breakthroughs in domestic database technology [1][3]. Group 1: Company Overview - Dameng Data has developed the DM8, a large-scale general-purpose relational database with 100% independent research and development, featuring a unified kernel multi-cluster architecture and advanced technology that meets the needs of large enterprises [2][4]. - The company emphasizes independent, open, and compatible technology paths, focusing on self-controllable data management infrastructure, and aims to create a sustainable industry ecosystem through collaboration with various partners [3][6]. Group 2: Technical Features - DM8 supports hybrid transaction and analytical processing (HTAP), high concurrency, and offers multiple high-availability solutions to ensure data security, making it suitable for large-scale enterprise systems [4][5]. - The database is designed to be highly compatible with mainstream hardware and software platforms, minimizing migration costs for users [4][5]. Group 3: Migration Practices - The company has successfully implemented a "flexible replacement" method for migrating from foreign mainstream database software to Dameng's database, allowing both systems to run simultaneously during the transition [6]. - This migration approach has been recognized for its significant application value, providing users with a controlled risk assessment and transition period [6]. Group 4: Market Positioning and Strategy - In response to competition from companies like Huawei and OceanBase, Dameng Data focuses on creating a differentiated position by providing flexible and sustainable data technology solutions, particularly in industries with high supply chain security requirements [7]. - As the customer base grows, the company anticipates an increase in the proportion of maintenance and service revenue, and is considering innovative business models such as subscription or pay-per-use to stabilize revenue fluctuations [7].