2023年中国开源软件行业：开源基础软件国产化率稳步增长（摘要版）

Investment Rating - The report does not explicitly state an investment rating for the open source software industry in China. Core Insights - The open source software industry in China is experiencing steady growth, particularly in foundational software, which accounts for approximately 10% of the overall software revenue and shows a stable growth trend [2][20]. - The cessation of CentOS has accelerated the development of domestic open source operating systems, with OpenEuler's market share increasing from 15.1% in 2021 to 25.7% in 2022 [3][26]. - China's open source database projects have entered an internationalization phase, with open source databases comprising 54.2% of the global database market as of December 2023 [4][31]. - The open source AI framework sector is exploring new technological features such as full-scenario and large models, with leading frameworks like PyTorch and TensorFlow dominating the market [4][34]. Summary by Sections Industry Overview - The open source software industry in China has undergone four major development stages since its inception in 1991, with leading companies now actively innovating through open source models [2][13]. - The software and information technology service industry in China is stable, with software business revenue reaching CNY 231.77 billion in the first ten months of 2023, a year-on-year increase of 13.7% [8][10]. Open Source Software Development - In 2022, China ranked second globally in the number of new open source developers, contributing to 12.5% of global open source projects [18][19]. - The open source software licensing framework is crucial for ensuring compliance and fostering a healthy ecosystem [16][17]. Foundational Software Analysis - The foundational software sector, which includes operating systems and databases, is a key area of growth, with a stable revenue contribution of about 10% to the overall software industry [20][22]. - The domestic open source operating system community has formed four major communities, enhancing collaboration and innovation [27]. Open Source Database and AI Frameworks - Notable open source database projects like TiDB and OceanBase are leading the charge in China's database internationalization efforts [4][31]. - The open source AI framework sector is rapidly evolving, with platforms like Baidu's PaddlePaddle gaining traction in the market [35].