关系型数据库:结构化数据存储与优化,构建稳健的信息基石 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2025-01-06 13:11

Investment Rating - The report does not explicitly state an investment rating for the relational database industry Core Insights - The relational database market has experienced rapid growth from 2019 to 2023, driven by advancements in computing power, with the market size increasing from 10.584 billion RMB to 33.240 billion RMB, representing a compound annual growth rate (CAGR) of 33.12% [27] - The market is expected to continue expanding, with projections indicating growth from 40.824 billion RMB in 2024 to 83.794 billion RMB by 2028, at a CAGR of 19.69% [27] - The increasing demand for relational databases is fueled by the acceleration of global digital transformation and the dramatic rise in data volume [29][30] Industry Definition - Relational databases organize data based on a relational model, storing and managing data in rows and columns, widely used across various industries such as finance, healthcare, retail, manufacturing, and education [6] Industry Classification - The relational database industry can be classified into two main categories: transactional databases, designed for efficient management of daily business transactions, and analytical databases, optimized for complex data queries and analysis [7][8] Industry Characteristics - The relational database industry is characterized by significant policy and regulatory impacts, intense competition, and strong technological innovation capabilities [9] - The industry has witnessed continuous technological innovations to meet the demands of big data and cloud computing, enhancing performance and compatibility [9] - Strict data management and privacy regulations are driving the growth of domestic databases, reflecting a trend towards local alternatives [10] Development History - The relational database industry has evolved through four stages: 1. Emergence (1960-1978): Initial technological explorations and experiments [12] 2. Launch (1979-1999): Transition from concept to commercialization, with the introduction of SQL-based products [14] 3. Rapid Development (2000-2019): Migration to cloud-based solutions and the rise of big data technologies [15] 4. Maturity (2020-present): Integration of AI technologies, leading to self-learning and optimization capabilities [16] Industry Chain Analysis - The industry chain consists of three segments: upstream (hardware and technology support), midstream (database system development and services), and downstream (application and end-user segments) [17] - The Chinese relational database market is dominated by relational databases, which account for approximately 63.9% of the total database products available [18][23] Market Size - The relational database market size in China is projected to grow significantly, with a market size of 40.824 billion RMB in 2024 and expected to reach 83.794 billion RMB by 2028 [27] Competitive Landscape - The relational database industry in China exhibits high market concentration, with leading companies such as Huawei Cloud and Alibaba Cloud dominating the market [34] - The competitive landscape is shaped by the unique technological advantages of leading firms, which are difficult for smaller companies to replicate [35][36]