Core Insights - The collaboration between Kela Software and Duosi Technology aims to address the challenges in database security, particularly the lack of self-controllability and increasing security threats in China [2][3] - Kela Software's strategic investment in Duosi Technology is seen as a significant step towards overcoming "bottleneck" technology issues and promoting the development of the domestic innovation industry [1][3] Financial Performance - Kela Software reported a revenue of 312 million yuan for the first half of 2025 [1] Industry Challenges - The database security sector in China is dominated by foreign vendors, with domestic companies facing risks of supply chain disruptions in core technologies [2] - High-end security chip components are heavily reliant on imports, posing risks to critical systems [2] - Traditional database protection is increasingly vulnerable to advanced persistent threats (APTs), necessitating a more integrated approach to security [2] Technological Innovation - The partnership focuses on creating a "hard and software integrated" defense system to protect critical national information infrastructure [3] - Duosi Technology's unique dynamic reconfiguration technology allows for the establishment of a trusted execution environment (TEE) within the database kernel, enhancing security [3][4] - The integration of security chips with databases enables real-time data encryption, effectively countering potential threats from quantum computing [3] Strategic Significance - The collaboration is expected to drive the domestic production of security chips, which is crucial for national strategic autonomy [3][4] - The innovative integration model is anticipated to set new industry standards and facilitate advancements in emerging fields such as 6G communication and the metaverse [4] Industry Ecosystem Development - The partnership aims to create a comprehensive industrial ecosystem that integrates chip research, database adaptation, and financial applications [5][6] - By collaborating with financial institutions, the companies aim to shorten the commercialization cycle and alleviate the high costs associated with chip development [6] Economic and Social Impact - The domestic production of security chips is projected to reduce database deployment costs by over 30%, facilitating digital transformation for small and medium enterprises [7] - The collaboration aligns with national economic transformation goals, promoting technological self-reliance and enhancing data privacy protections [7][8] - The initiative is expected to contribute to the cultivation of skilled technical talent and reduce the digital divide, allowing more groups to benefit from the digital economy [7][8]