据介绍，阳振坤在2010年从0到1发起并100%自研原生分布式数据库OceanBase。15年来，阳振坤带领 OceanBase攻克了分布式数据库的核心技术壁垒，开创了中国分布式数据库自主创新的先河，也培养了 一代数据库人。 在创办OceanBase之前，阳振坤还有长期的学术经历。他是北京大学数学学士、数学硕士、计算机博 士，博士期间师从王选院士，参与汉字激光照排系统开发。毕业后阳振坤留校任教， 1999年年仅34岁 受聘为北京大学特聘教授。 新浪科技讯 5月13日上午消息，新浪科技从数据库厂商OceanBase的公号获悉，OceanBase创始人、首席 科学家阳振坤荣誉退休，5月11日也恰是他入职的十五周年纪念日。这位1965年出生的分布式系统与数 据库资深专家，见证并推动了中国数据库的技术革新。 由于在计算机相关领域取得了显著学术成就，对社会产生重要贡献，阳振坤获得多项荣誉表彰，包括国 家科学技术进步一等奖（排名第四）、北京市科学技术进步一等奖等。2022年11月，CCF 奖励委员会 授予阳振坤"CCF 王选奖"。 当前，OceanBase市占率位居国内分布式数据库的独立厂商第一。OceanBase技术攻 ...

Core Insights - OceanBase is transitioning to become an integrated data foundation for the AI era, driven by market demand and existing technological capabilities [4][6][14] - The global big data IT investment is projected to reach approximately $354 billion in 2024, with a compound annual growth rate (CAGR) of 16.8% expected to reach nearly $644 billion by 2028 [2] - By 2028, China's big data IT spending is anticipated to be $62.17 billion, accounting for about 10% of the global market, with a remarkable CAGR of 24.9% [2] Company Overview - OceanBase, founded in 2010, is a leading integrated distributed database company in China, having commercialized its operations under Ant Group since 2020 [3] - The company has supported over 2,000 clients across various sectors, including finance, government, telecommunications, retail, and the internet, in upgrading their critical business systems [3] Strategic Developments - In April 2025, OceanBase's CEO announced a strategic shift towards AI, emphasizing the creation of a "DATA×AI" core capability and an integrated data foundation for the AI era [3][4] - The company is enhancing its talent and organizational structure to support this strategic transition, appointing its CTO as the head of AI strategy and establishing new departments focused on AI [3][4] Technological Challenges and Solutions - OceanBase aims to address the complexities of data types and scales in the AI era, moving beyond traditional structured data to include unstructured data such as images, text, and videos [4][6] - The company recognizes the challenges posed by data fragmentation and the need for innovative solutions to enhance data processing capabilities [4][8] Upcoming Initiatives - OceanBase plans to unveil AI-related database products and capabilities at its upcoming developer conference, focusing on integrated data processing and vector database enhancements [10] - The company will also introduce RAG services to help enterprises combine their proprietary data with public data models for greater business value [10] Future Vision - OceanBase envisions itself as a leading integrated data foundation in the AI era, emphasizing the importance of continuous innovation and ecosystem development to meet evolving market needs [13][14] - The company aims to maintain its focus on data processing, adapting to the increasing complexity and volume of data in the AI landscape [13][14]

Core Viewpoint - Ant Group's subsidiary OceanBase is entering the AI era, focusing on building "DATA×AI" core capabilities and enhancing its organizational structure to support this transition [3][4]. Group 1: AI Strategy and Organizational Changes - OceanBase has appointed CTO Yang Chuanhui as the head of AI strategy, establishing new departments such as the AI Platform and Applications Department and the AI Engine Group [3][4]. - The AI Platform and Applications Department will focus on building the "DATA×AI" platform and advancing related application development, while the AI Engine Group will concentrate on developing AI inference engines [4]. Group 2: Historical Context and Future Outlook - Over the past 15 years, OceanBase has developed a high-quality integrated distributed database product, overcoming challenges related to stability, high concurrency, scalability, real-time analysis, and multi-cloud environments [4]. - The company aims to become a foundational data platform in the AI era by addressing the integration of DATA and AI, which is expected to reshape various industries [4]. Group 3: Support from Ant Group - OceanBase's AI strategy is strongly supported by Ant Group, which will provide access to all AI scenarios to assist in building the data foundation for the AI era [5].

Core Insights - The Chinese civil aviation industry is experiencing a historic recovery, with passenger transport volume reaching 730 million in the past year, a year-on-year increase of 18.1%, and international passenger volume increasing by 130% [1] - The transformation towards a smart civil aviation sector is being driven by the dual forces of AI technology revolution and domestic upgrades, emphasizing the importance of database technology [1][3] AI and Domestic Upgrade Challenges - The traditional centralized databases are becoming a bottleneck for AI implementation due to rigid architecture and insufficient scalability, hindering real-time analysis and high concurrency processing [2] - The civil aviation sector has a clear timeline for domestic system upgrades, with a target to complete the operational system's domestic upgrade by June 2024 and achieve comprehensive domestic transformation by 2027 [2] - Current core systems still heavily rely on traditional databases like Oracle and MySQL, posing data security risks and dependency issues [2] Integrated Database for Smart Civil Aviation - The "root self-research" database is essential for avoiding risks associated with foreign open-source technologies, ensuring 100% self-research as a foundational upgrade [3] - The database should allow for smooth migration from existing systems, be easy to manage, and offer low costs, with OceanBase providing high performance and compatibility [3] - Future-oriented databases must support multi-architecture integration to ensure business continuity in critical operations [4] High Availability and Disaster Recovery - Integrated databases can achieve high availability and disaster recovery through various deployment models, ensuring minimal downtime and robust operational continuity [4] - OceanBase has achieved RPO=0 and RTO<8s, providing a strong safety net for complex civil aviation scenarios [4][6] Multi-Workload and Multi-Modal Integration - The ability to handle multiple workloads (TP+AP) is crucial for real-time adjustments during peak booking periods, ensuring rapid response times [5] - The database must support multi-modal data processing to effectively manage semi-structured and unstructured data, enhancing operational efficiency [5] Industry Adoption and Success Stories - China Aviation Information Technology Co. has initiated a pilot upgrade of its core systems based on OceanBase, aiming for full domestic integration by 2024 [6] - China United Airlines has successfully implemented OceanBase, enabling innovative services like the first blind box ticketing system, demonstrating the database's reliability and performance [6] - Changlong Airlines has reported a 70% reduction in storage costs and zero downtime since adopting OceanBase, showcasing its effectiveness in real-time data analysis [6][7] Conclusion - The civil aviation industry is leveraging integrated databases as a pivotal tool for digital transformation, aiming to build a secure, agile, and intelligent data foundation to support the development of smart civil aviation [7]

Investment Rating - The report maintains a "Hold" rating for the industry [6] Core Insights - The development of AI Agents is driving a transformation in software forms, establishing databases as indispensable in the AI era, serving not only as data carriers but also helping to mitigate issues like hallucinations in large model reasoning [5][42] - AI is empowering databases to upgrade themselves, enhancing operational efficiency and driving industry growth [4][31] Summary by Sections DB for AI: AI Agents Driving Software Transformation - AI Agents are expected to interact directly with databases, potentially replacing the intermediary application layer in traditional software architectures [1][11] - Databases play a crucial role in the AI era by ensuring high-quality data for AI training, which is essential for effective AI model performance [2][14] - Technologies like vector databases and RAG (Retrieval-Augmented Generation) are directly empowering AI development, addressing issues such as hallucinations in large model reasoning [2][16] AI for DB: AI Empowering Database Upgrades - Intelligent operations are being implemented, allowing for real-time monitoring, predictive analysis, and automated processing of database systems [4][31] - The use of natural language processing enables users to interact with databases more easily, converting natural language into SQL queries [4][35] - Autonomous databases are emerging, utilizing machine learning to perform tasks traditionally handled by database administrators, such as optimization and maintenance [4][36] Investment Recommendations - The report suggests focusing on companies such as Dameng Data, Taiji Co., Haima Data, Softcom Power, Creative Information, Star Ring Technology, SuperMap Software, and Toris [5][42]

MBA项目相关人士表示，自己不知道考生的个人情况，但不管是不是网红，"所有考生都是同一个标准，公平公正地考进来的。" 整理 ｜何雨婷 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 三只松鼠 据港交所文件，三只松鼠股份有限公司向港交所提交上市申请书。（界面新闻） 4月25日晚，有消息称，600万粉丝的网红"迅猛龙特雷莎"（简称迅猛龙）考上了复旦。资料显示，"迅猛龙"真名许锴蓥，此前，她曾在直播中分享了自己 停播3个月考复旦MBA的笔试成绩，管综140分、英语二83分，总分223分。4月25日，极目新闻记者登录复旦大学研究生招生网，在2025年拟录取硕士研 究生名单公示表格中，发现了一位名叫许某蓥的考生，笔试223分，面试85分，总成绩79.67分，复试院系为管理学院。 记者致电复旦大学研究生院，工作人员表示，公示的考生名单是由各院系报来的，建议记者向管理学院咨询。记者联系复旦管理学院，该院MBA项目相 关人士表示，自己不知道考生的个人情况，但不管是不是网红，"所有考生都是同一个标准，公平公正地考进来的。" （极目新闻） 香港新规：排队等候时吸烟将罚3000港元 ...

Core Viewpoint - OceanBase is fully embracing AI, aiming to build a "DATA×AI" core capability and establish a data foundation for the AI era [1][2] Group 1: Strategic Upgrade - OceanBase has initiated a significant strategic upgrade since its independent operation began last March [1] - The company has appointed CTO Yang Chuanhui as the leader of its AI strategy and established new departments such as the AI Platform and Applications Department and the AI Engine Group [2] Group 2: Talent and Organizational Structure - The talent and organizational system is being upgraded to ensure the effective implementation of the AI strategy [2] - Yang Chuanhui, a founding team member and protégé of OceanBase's founder, will oversee the AI strategy and product implementation [2] Group 3: AI Strategy Support - OceanBase's AI strategy has received full support from Ant Group, which will open all AI scenarios to assist OceanBase in building its data foundation for the AI era [2] - The company aims to refine its "DATA×AI" capabilities into a new core competitive advantage and gradually serve external clients [2]

本报记者 李晖 北京报道 在经历技术"打地基"和培育市场信任的初始阶段后，国产数据库厂商正在谋求通过"拼生态"争夺市场份 额。 去年下半年，中国信息安全测评中心、国家保密科技测评中心，根据《安全可靠测评工作指南（试 行）》要求公布了2024年第2号安全可靠测评结果（以下简称"国测名单"）。相关名单信息显示，分布 式数据库已经成为了金融、政企等领域主流采购清单。这也推动市场竞争从群雄混战走向几强分蛋糕的 新阶段。 独立数据库厂商OceanBase近期在首届合作伙伴大会上披露，将进一步加大对生态建设的投入以加速拓 展市场。官方信息显示，OceanBase目前拥有超1200家合作伙伴，已开放了90%的技术服务能力。合作 上，下一步将走向由合作方主导、OceanBase赋能模式，目标是将合作伙伴外部业绩占比由60%进一步 提升到70%。 OceanBase CEO杨冰在会后群访环节回答《中国经营报》记者提问时表示："整体看国产数据库的市场 正在走向收敛，最终会聚集到头部几家，一旦这个趋势确定，客户和服务商的投入都会更聚焦——从适 配几十家到最终适配几家十几家。我希望说服合作伙伴把更多资源投到OB（即OceanBase ...

Core Insights - OceanBase (OB) has reported significant growth, with over 1200 ecosystem partners and more than 10 partners generating tens of millions in revenue, indicating a shift from technology competition to ecosystem competition in the database industry [1][2] - The company aims to enhance partner-led delivery, increasing the external performance contribution from 60% to 70%, thereby maximizing commercial value for partners [1][2] Technology Evolution - OB has introduced a single-node database product, achieving 214.99% write performance compared to MySQL 8.0 and reducing TPC-H query times from minutes to seconds, addressing the needs of small and medium-sized enterprises [2][3] - The single-node version supports seamless upgrades to distributed architecture, providing a flexible solution for businesses experiencing rapid growth [2] - OB's multi-cloud native architecture simplifies operations and avoids vendor lock-in, addressing the complexities of multi-cloud data management for enterprises [2][3] AI Integration - OB is extending its integrated approach to AI, with its latest version supporting mixed queries of structured and unstructured data, enhancing personalized recommendations for retail businesses [3][4] - The company is collaborating with Ant Group's vector database to improve AI capabilities, aiming to position databases as active participants in AI inference [3][5] Ecosystem Development - OB's ecosystem strategy has evolved from independent operations to a partner-centric model, focusing on capability and growth for the next five years [4][5] - The company is forming deep partnerships with leading ISVs in key markets, enhancing the integration of its database solutions with existing applications [4][5] - OB is also expanding its reach into second and third-tier cities through partnerships with local service providers, addressing specific regional needs [4][5] Future Strategy - OB's roadmap includes strengthening its presence in proprietary cloud markets while expanding into sectors like energy and transportation [5][6] - The company aims to grow its public cloud business, targeting new markets such as internet and smart manufacturing, with a goal for cloud services to become a significant growth driver [5][6] - Global expansion is a priority, with strategies to collaborate with local ISVs and cloud providers to build service networks in Southeast Asia, the Middle East, and Latin America [5][6]