Group 1 - The core viewpoint of the news highlights the performance of the Sci-Tech Innovation 100 Index and its ETF, indicating a mixed performance among constituent stocks with notable gains from Nanwei Medical and Yuncong Technology, while Tiedian Heavy Industry and SanSheng Guojian faced significant declines [3] - As of July 24, 2025, the Sci-Tech Innovation 100 Index ETF has seen a year-to-date net value increase of 57.10%, ranking 319 out of 2940 in equity funds, placing it in the top 10.85% for performance [5] - The ETF has experienced significant growth in scale, with an increase of 87.87 million yuan over the past two weeks, ranking second among comparable funds [4] Group 2 - The meeting held by the National Bureau of Statistics emphasized the importance of local data groups focusing on their core responsibilities and enhancing service capabilities to promote the development of the data market [4] - The demand for reasoning computing in the AI sector is expected to grow, benefiting related industries such as ASIC chips, PCBs, and optical modules, as well as the consumer electronics supply chain [4] - The top ten weighted stocks in the Sci-Tech Innovation 100 Index account for 22.99% of the index, with notable companies including BeiGene and Huahong Semiconductor [6]

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]