2026阿里云PolarDB开发者大会日前在沪举办。会上，阿里云旗下云原生数据库PolarDB正式发布AI数 据湖库(Lakebase)等系列全新产品能力，让数据系统不仅能存储、查询多模态数据，还将直接驱动AI智 能决策，推动数据库实现从"外挂式"集成AI到"内生智能"进化。 阿里云PolarDB首次阐释了"AI就绪数据库"四大核心支柱，包括多模态AI数据湖库、高效融合搜索能 力、模型算子化服务以及面向Agent应用开发的后端服务。阿里云资深副总裁、数据库产品事业部负责 人李飞飞表示："AI原生数据库是技术演进的必然方向。PolarDB作为'智能数据引擎'，将持续深化AI与 数据库的融合创新，与用户携手走向超级人工智能时代。"(经济日报记者唐一路) ...

Important Market News - The People's Bank of China will continue to implement a moderately loose monetary policy in 2026, focusing on promoting stable economic growth and reasonable price recovery [1] - U.S. stock indices closed higher, with the Dow up 0.63%, Nasdaq up 0.91%, and S&P 500 up 0.55%. Tech stocks saw significant gains, with Meta rising 5.7% [2] - International oil prices fell sharply, with WTI crude down 1.95% to $59.44 per barrel and Brent crude down 1.74% to $63.41 per barrel. Gold and silver prices reached new historical highs, with spot gold hitting $4928 [3] Industry Insights - Beijing ChuanYueZhe Manned Space Technology Co., Ltd. held a global launch for its commercial manned spacecraft "ChuanYueZhe No. 1 (CYZ1)", with over 20 space tourists already booked for flights expected to commence in 2028. The space economy is projected to become a new industry sector, with satellite communication expected to exceed 200 billion to 400 billion yuan by 2030 [4] - Alibaba Cloud launched new products at the 2026 PolarDB Developer Conference, including AI data lake capabilities. The rising memory prices, which have increased by 30% to 40%, are expected to continue to rise by two to three times, benefiting the storage industry [5] - The year 2025 is anticipated to be the "mass production year" for humanoid robots, with significant delivery volumes expected. Companies like Yuzhu Technology project over 5,500 humanoid robots to be delivered in 2025, indicating a shift from technology exploration to commercial application [6]

1月20日，在2026阿里云PolarDB开发者大会上，阿里云旗下云原生数据库PolarDB正式发布AI数据湖库（Lakebase）等系列全新产品能力，将大模型能力内 化为数据库的"血液"。 从硬件层面来看，内存价格近已攀升30%到40%。阿里云资深副总裁、数据库产品事业部负责人李飞飞表示，AI原生数据库是技术演进的必然方向， 内存价 格后续大概率还会迎来两至三倍的涨幅。在这一趋势下，必须要加速推进数据库AI化转型。"大模型脱离热数据便易产生幻觉，无法应对实时场景需求，而 模型算子化正是打通热数据与模型推理的关键，能实现热数据到Token的实时转化。" 未来，TOKEN可能要涨100倍甚至1000倍，要依托各种agentic AI才能做到场景化使用，从而释放其价值。目前，阿里云PolarDB已部署规模超300万核，覆 盖全球86个可用区。 （文章来源：21世纪经济报道） 在此背景下，数据系统不仅能存储、查询多模态数据，还将直接驱动AI智能决策。这也使得大模型的识别能力进一步进化。 ...

Core Insights - Alibaba Cloud's PolarDB has officially launched a series of new AI capabilities, including the AI Data Lake (Lakebase), which integrates large model capabilities into the database, enabling intelligent decision-making through multi-modal data storage and querying [2][4]. Group 1: AI Capabilities - The new AI capabilities of PolarDB include the AI Data Lake (Lakebase), model operator services, and managed capabilities for Agent application development, significantly reducing the complexity of building AI applications [4][5]. - The AI Data Lake (Lakebase) solution is designed for a "lake-warehouse integration" architecture, providing unified storage and efficient analysis, thus supporting the construction of intelligent data management platforms for enterprises [4]. Group 2: Core Pillars of AI-Ready Database - PolarDB has outlined four core pillars of the "AI-ready database": multi-modal AI data lake, efficient fusion search capabilities, model operator services, and backend services for Agent application development, which together form the foundation for a more intelligent, efficient, and secure AI data infrastructure [5]. - PolarDB has gained the trust of over 20,000 users globally, with a deployment scale exceeding 3 million cores across 86 available zones, serving key business systems in various sectors including finance, automotive, government, internet, and telecommunications [5].

Group 1 - The 2025 National College Student Computer System Capability Competition and the 5th OceanBase Database Competition concluded at Beijing University of Science and Technology, attracting 1,223 teams and 2,620 students from universities across the country [1][3] - The competition aims to enhance practical skills in database core modules and AI application development, reflecting the growing demand for AI-native databases that support hybrid queries and multimodal retrieval [3][4] - The event has become a significant platform for cultivating core talent in the database field, covering over 500 universities and more than 11,000 students in five years [1][3] Group 2 - Experts emphasize the need for continuous breakthroughs in the database ecosystem, highlighting the importance of solid foundational capabilities to maintain international competitiveness [3][4] - The competition's design focuses on real industry problems, bridging the gap between theoretical knowledge and practical application, thus enhancing students' engineering practices and comprehensive skills [3][4] - The shift in database roles from data storage management to data empowerment is noted, with the future of databases being likened to a reliable and inclusive data infrastructure akin to an electrical grid [4]

围绕这一趋势，本届大赛采用"初赛+决赛"递进赛制。初赛基于实战项目MiniOB，要求选手从零实现数 据库核心模块并集成向量检索功能，夯实系统底层能力。决赛首次引入Apache 2.0开源的AI原生数据库 OceanBase seekdb，设置"内核优化"与"AI应用开发"两道赛题，分别对应AI落地中"跑得快"和"用得 稳"的核心诉求，直指"Data×AI"融合的关键工程难点。 北京科技大学计算机与通信工程学院院长殷绪成表示，AI时代数据库人才培养要推动 "AI与数据库深度 融合"，既用AI提升数据库性能，也建设面向AI训练与应用的高效数据基础设施。大赛通过真实工程约 束，推动学生从"会用工具"迈向"能做系统、能做优化"，培养兼具系统底层与AI工程化能力的复合型人 才。他认为，我国在互联网与AI数据库领域已与国际"并跑"，部分开源生态甚至领先，基础软件发展迎 来关键机遇。 北京商报讯（记者 刘四红）1月18日，2025年全国大学生计算机系统能力大赛暨第五届OceanBase数据 库大赛在北京科技大学落幕。本届赛事吸引全国高校的1223支队伍、2620名学生参赛。经过两个多月比 拼，北邮"编程高手"队凭借在数据库 ...

Core Insights - The rapid development of artificial intelligence (AI) is transforming the role of databases from passive data storage to active business decision-making centers [3][5] - OceanBase has achieved significant growth, with over 4,000 clients and an annual growth rate of over 100% in client numbers for five consecutive years [3][5][18] - The company emphasizes engineering capabilities as a critical factor for success in the AI era, focusing on practical problem-solving rather than superficial technological showcases [8][12] Engineering Capabilities - OceanBase's engineering culture is deeply rooted in its founder's vision of creating a world-class database, emphasizing meticulous attention to detail [6][8] - The company has developed a unique engineering gene through real business pressures, leading to significant technological advancements over its 15-year history [5][9] - Key technological milestones include the establishment of a native distributed architecture and the breakthrough of an integrated architecture in version 4.0, which allows for distributed capabilities in a single-machine environment [9][10] Product Innovations - OceanBase has launched the first AI-native hybrid search database, seekdb, aimed at transitioning databases from traditional business support systems to AI-native data entry points [5][14] - The new version 4.4 integrates transaction processing (TP), analytical processing (AP), and AI capabilities into a single core, allowing for simultaneous handling of high-concurrency transactions and complex data analysis [9][12] - The seekdb database features a four-dimensional hybrid search capability, achieving millisecond-level responses at a scale of billions of data [14][16] Market Position and Expansion - OceanBase holds the leading market share in the financial sector, with major institutions like Ping An Life migrating their core systems to its platform [18][20] - The company is expanding its presence in government and telecommunications sectors, with significant implementations in social security systems and unified AI knowledge bases [20] - OceanBase aims to increase its overseas revenue share to 20%, focusing on emerging markets in Southeast Asia, Latin America, and the Middle East [20][21] Future Outlook - The database market is projected to reach $218 billion by 2028, driven by the integration of generative AI capabilities [21] - OceanBase's strategy to embed AI capabilities into its database architecture positions it to capitalize on this market potential and move closer to its goal of becoming a world-class database [21]

Core Insights - OceanBase launched its first AI database, OceanBase seekdb, at the 2025 annual conference, enabling developers to build AI applications with just three lines of code [1] - The product supports unified mixed search for vector, full-text, scalar, and spatial geographic data, integrating AI reasoning with data processing [1] - OceanBase's "Data×AI" strategy is reflected in seekdb, which can be used independently or integrated into the newly released OceanBase 4.4 version [1] Product Features - Seekdb allows for efficient handling of multi-modal data retrieval at a scale of billions, achieving a "plug-and-play" AI data foundation [1] - The new version integrates TP, AP, and AI capabilities into a single kernel, offering distributed scalability, multi-cloud deployment, and high availability [1] - The commercial LTS version is set to launch on February 2, 2026 [1] Industry Applications - OceanBase's mixed search capabilities have been successfully implemented across various industries, including telecommunications and finance [2] - China Unicom utilized mixed search to build a unified AI knowledge base, addressing document permission management and efficient retrieval challenges [2] - Ant Group's Baibaoxiang leveraged mixed search for real-time online search, enhancing information accuracy and response efficiency [2] Company Growth - Since its commercialization in 2020, OceanBase has surpassed 4,000 global customers, with an average annual growth rate exceeding 100% for five consecutive years [2] - The technology has penetrated over ten sectors, including finance, government, telecommunications, retail, manufacturing, and the internet, serving 16 countries and regions [2]

Core Insights - OceanBase has launched its first AI database, seekdb, marking a transition from "storing data" to "understanding data" [1][2] - The new database supports unified mixed search for vector, full-text, scalar, and spatial geographic data, integrating AI reasoning with data processing [1] - OceanBase has over 4,000 global customers since its commercialization in 2020, with an average annual growth rate exceeding 100% for five consecutive years [1] Company Developments - seekdb is designed specifically for the AI era, distinguishing itself from traditional databases by being able to "understand" data semantics [2] - The product is compatible with over 30 mainstream AI frameworks, including Hugging Face and LangChain, positioning it as an "AI-native data entry" [1] - OceanBase's technology has penetrated various sectors, including finance, government, telecommunications, retail, manufacturing, and the internet, covering 16 countries and regions [1] Industry Context - The CEO of OceanBase, Yang Bing, emphasizes that the real bottleneck in AI is not the models but the data, particularly in high-sensitivity scenarios like finance and government [1] - Traditional architectures that rely on multiple systems for data integration are seen as complex and inefficient, leading to potential risks in permissions and delays [1]

Core Viewpoint - Wuhan Dameng Database Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, driven by increased demand for database products and services across various sectors [1][3][19]. Company Overview - The company is a leading database product developer in China, focusing on software and information technology services, particularly in the new generation of information technology and emerging software development [8][14]. - The company has a strong R&D team with over 40 years of experience in the database field and has completed numerous national and provincial research projects [11][14]. Financial Performance - The company achieved an operating income of approximately 523 million yuan, a 48.65% increase compared to the same period last year [3][19]. - The net profit attributable to shareholders reached approximately 204.68 million yuan, reflecting a 98.36% year-on-year growth [3][19]. - The basic earnings per share increased by 49.59% to 1.81 yuan [3][4]. Industry Context - The global database market is experiencing steady growth, with increasing competition and a shift towards quality over quantity in the industry [8][12]. - The integration of AI technology is transforming database management, leading to the emergence of AI-native databases and enhancing data processing capabilities [9][12]. - The market is moving towards a hybrid cloud model, with public, private, and edge cloud services coexisting to meet diverse customer needs [10][13]. Product and Service Offerings - The company offers a range of database software, including DM7/DM8 series relational databases and cloud-based solutions, catering to various sectors such as finance, government, and telecommunications [14][15]. - The company is also developing a new distributed native multi-model database to support various data types, enhancing its product portfolio [22][23]. Market Position - The company ranks among the top domestic vendors in the database management system market, with a market share of 13.48% in the financial sector [11][12]. - The company is actively expanding its market presence by optimizing its marketing strategies and collaborating with key industry players [22][23].