内容概况：中国湖仓一体行业正处于快速发展阶段，技术落地应用速度持续加快。湖仓一体技术融合了 数据湖的灵活性和数据仓库的数据结构及管理功能，能够降低数据冗余、减少存储成本，提升数据处理 时效性。2024年，中国湖仓一体平台软件市场规模为51.2亿元，同比增长77.78%。当前，湖仓一体技术 的应用领域主要集中在互联网、电信运营商以及金融等国内数字化程度较高的行业。随着中共中央国务 院印发《数字中国建设整体布局规划》，指出建设数字中国是数字时代推进中国式现代化的重要引擎， 未来湖仓一体平台将在政府、工业、交通等数据价值尚未完全释放的行业加大应用渗透率。 相关上市企业：星环科技（688031）、阿里巴巴（09988） 相关企业：浪潮电子信息产业股份有限公司、华为技术有限公司、新华三集团有限公司、兆易创新科技 集团股份有限公司、中兴通讯股份有限公司、阿里巴巴集团控股有限公司、腾讯控股有限公司、达梦数 据库股份有限公司、海光信息技术股份有限公司、北京安华金和科技有限公司、中国工商银行股份有限 公司、中国建设银行股份有限公司、京东集团股份有限公司、珠海格力电器股份有限公司、深圳迈瑞生 物医疗电子股份有限公司、百度集团股份 ...

Core Insights - The generative AI technology transformation is driving intense competition among database vendors [2][3] - Traditional vendors are being challenged by cloud-native distributed databases, prompting adjustments in data strategies to better align with enterprise AI use cases [3][4] - The competition between Databricks and Snowflake highlights the ongoing battle in the cloud lakehouse space, with both companies striving to capture market share [4][15] Industry Dynamics - The emergence of generative AI applications has not yet produced widely adopted enterprise solutions, primarily due to issues like "hallucination" in AI outputs [5] - The evolution of the database market is a natural progression, influenced by technological advancements and changing enterprise needs [5][6] - The concepts of data warehouses and data lakes have evolved, with data lakes emerging to address the limitations of traditional data warehouses in handling unstructured data [9][10] Technological Developments - The introduction of the lakehouse architecture by Databricks in 2020 aims to combine the benefits of data warehouses and data lakes, enhancing data management capabilities [11][12] - Databricks has positioned itself as a leader in the lakehouse space, leveraging open-source technologies like Apache Spark and Delta Lake to build a comprehensive product suite [13][19] - Snowflake has also made significant strides in AI and data analytics, acquiring multiple companies to enhance its platform and compete effectively with Databricks [22] Competitive Landscape - Databricks and Snowflake are engaged in a fierce competition, with both companies focusing on enhancing their AI capabilities and expanding their customer bases [18][21] - Recent trends indicate a shift in market demand from traditional data warehouses to lakehouse technologies, benefiting Databricks [21] - The competition has prompted both companies to explore acquisitions and partnerships to strengthen their positions in the AI-driven database market [15][17] Market Trends - The global big data analytics market is projected to reach $549.73 billion by 2028, indicating a growing demand for advanced data management solutions [13] - The integration of AI capabilities into database solutions is becoming essential, as enterprises seek to leverage data for actionable insights [14][27] - The database market is increasingly competitive, with numerous startups and established companies vying for market share, particularly in the lakehouse segment [15][27]