Shanghai Information2 Software (SH:688435) Chan Ye Xin Xi Wang·2026-01-08 01:27Core Insights - The integration of "data factorization" and "artificial intelligence" has transformed data replication from a basic IT support technology into a core pillar for enterprise digital transformation and national data infrastructure development [1][4] - The market size of China's data replication software industry is projected to reach approximately 758 million yuan in 2024, with a year-on-year growth of 12.30% [1][4] Industry Overview - Data replication software is a specialized tool that monitors, acquires, transmits, stores, and verifies data to achieve precise replication from a source to a target [2] - The process of data replication includes three main stages: data capture, data transmission, and data restoration [2] Industry Chain - The upstream of the data replication software industry includes components and devices such as servers, storage media, switches, routers, and chips, as well as software tools like operating systems and databases [3] - The midstream involves the development and service integration of data replication software, while the downstream is widely applied in disaster recovery, data synchronization, cross-platform migration, and big data collection [3] Market Size - The data replication software industry is expected to grow significantly, with a market size of approximately 758 million yuan in 2024, driven by advancements in technologies such as real-time replication and continuous data protection [4][5] Key Companies - Shanghai Yingfang Software Co., Ltd. is a leading player in the domestic data replication software market, focusing on core technologies such as dynamic file byte-level replication and database semantic-level synchronization [5] - Huawei Technologies Co., Ltd. integrates data replication with cloud services, providing solutions that support zero-downtime database migration and cross-cloud data synchronization [6] Industry Development Trends 1. The technological paradigm is shifting from "batch synchronization" to "real-time and intelligent" processes, with streaming replication and change data capture technologies emerging as key enablers for real-time decision-making [6][7] 2. The industry is evolving from "pure software competition" to "software-hardware collaboration and ecosystem integration," with a focus on integrated solutions that enhance performance and security [7] 3. The market value is expanding from "data backup" to "full-cycle data management," positioning data replication software as a core infrastructure for data asset management and governance [8]