Workflow
数据库
icon
Search documents
国泰海通计算机 | 计算机周观点第16期:DeepSeek V3.1发布,“制程突围”转向“生态协同”
以下文章来源于计算机小杨哥 ,作者国泰海通杨林团队 计算机小杨哥 . 8月22日,中国信息安全测评中心发布了数据库安全可靠测评结果公告(2025年第2号)。 根据公告,集中式数据库中共有三 款产品通过测评,分别是隶属中移(苏州)软件技术有限公司的大云海山数据库、天津神舟通用数据技术有限公司的神通数 据库管理系统和深圳计算科学研究院的崖山数据库管理系统,自发布之日起有效期三年。相较于2024年第2号测评结果,此 次测评并未展示分布式数据库的名录,集中式数据库的数量也从6家降至3家,这表示信创数据库准入壁垒有所提升,我们认 为,在以高标准、高质量、高可靠性为核心导向的测评标准下,入围产品的优势将更加明显,市场份额将进一步向少数头部 厂商集中。 风险提示: 技术发展不及预期,公司业务拓展不及预期。 以上内容节选自国泰海通证券已发布研究报告 《计算机周观点第16期:DeepSeek V3.1发布,"制程突围"转向"生态协同"》 ,具体内容详见道合,欢迎联系国泰海通计算机团队或对口销售! 法律声明 科技产业趋势跟踪,投资机会挖掘! 报告导读 DeepSeek推出V3.1模型指向下一代国产芯片设计;港交所正审慎研究24小 ...
“国产数据库第一股”72小时内两高管被查,招商证券保荐引质疑
Guan Cha Zhe Wang· 2025-08-23 07:05
登录新浪财经APP 搜索【信披】查看更多考评等级 如果说代码中的"故障"还能通过补丁修复,公司高管的"接连崩溃"却远非一次简单重启所能解决。号 称"国产数据库第一股"的达梦数据,在短短72小时内进行了一场始料未及的"压力测试",为中国资本市 场上演了一出惊悚大戏。 8月19日晚,达梦数据(688692.SH)公告称,公司董事兼总经理皮宇已被湖北省应城市监察委员会立 案调查并实施留置。仅仅两天后,公司再度公告,董事兼高级副总经理陈文也因涉嫌相关问题被立案并 采取管护措施。 据《中华人民共和国监察法》规定,管护措施适用于存在逃跑、自杀等重大安全风险的人员,监察机关 应在七日以内依法作出留置或解除管护的决定。 对于市场的参与者们来说,这场"高管连环事件"已远超普通人事变动,更像是一场股票市场的即时演 练。短短72小时内,两位核心高管"同时掉线",公司能否继续保持业务稳定,成为投资者之间茶余饭后 的头号疑问。 从业务维度看,达梦数据并非小角色。其客户名单中包含建设银行、中国人保、国家电网、中国移动等 多家大型央企及关键行业龙头,而这些合作关系的维系,高度依赖于长期建立的信任体系和成熟的销售 渠道。 根据公司2024年 ...
信创赛道备受关注 达梦数据为机构投资者详解核心优势与AI战略
Sou Hu Cai Jing· 2025-08-23 04:13
2024年6月12日,达梦数据在上交所科创板挂牌上市,当日开盘价310元,较发行价上涨256%,市值最高超过200 亿元,成功加冕"国产数据库第一股"的桂冠。此次上市不仅为达梦数据拓宽了融资渠道,更为其品牌影响力与市 场竞争力的提升带来质的飞跃。 上市后的达梦数据步入加速发展阶段,凭借强大的技术研发能力和创新能力,已逐步实现从"外围"到"核心"的业 务拓展,特别是在金融、党政、电力、通信、交通、医疗、央国企等对数据处理有极高要求的行业中,达梦数据 库的应用已取得显著进展。凭借其在核心技术上的不断突破和创新,达梦数据已成为国产数据库领域的领军企 业。 面对日益激烈的市场竞争,达梦数据不仅注重技术的自主研发,还积极推动市场拓展和生态建设。未来,随着国 产数据库在更多行业和领域的深入应用,达梦数据将进一步巩固其在本地部署市场的领先地位。在不断提升技术 创新能力的同时,公司还将持续扩大产品应用场景,推动国产数据库向更广泛的市场渗透。 随着"国产化"浪潮席卷,信创赛道持续吸引投资者目光,其中被誉为"国产数据库第一股"的达梦数据表现亮眼。 在近期机构调研中,公司就核心竞争力及AI智能体领域布局等问题作出回应,展现出在行业 ...
国产崖山数据库核心技术取得重大突破
Xin Hua She· 2025-08-22 16:35
新华社深圳8月22日电(记者周科)22日,崖山数据库系统V23成功通过中国信息安全测评中心"安全可 靠测评"认证,并在中国电子学会组织的科技成果鉴定中被认定多项核心技术达到"国际领先水平"。这 标志着国产数据库在核心技术自主可控、安全可靠体系构建以及高端场景规模化应用能力上实现历史性 跨越。 崖山数据库系统是深圳计算科学研究院自主研发设计的新型数据库系统,满足政府、金融、电信、能源 等关键行业对高性能、强稳定及高安全性的要求,为关键行业基础设施提供自主可控的数字底座。 深圳计算科学研究院首席技术官陈志标介绍,崖山数据库系统此次通过安全可靠测评,充分验证了其在 数据安全、系统稳定、自主可控等方面的卓越能力。在首席科学家樊文飞领衔下,系统研发团队将资源 受限计算、自适应并行事务调度、跨模融合查询等原创理论深度融入技术内核,实现了全链条自主知识 产权。 值得一提的是,崖山数据库通过自主研发的共享集群,攻克了困扰数据库业界多年的Oracle RAC架构技 术,支持金融级高可用场景,在性能及高可用性等方面与国际主流产品相当。 鉴定委员会专家一致认为,该技术研制难度大、创新性强,整体技术达到国际先进水平。此外,其数据 尺 ...
“国产数据库第一股”达梦数据,三天两位高管被立案调查
Guan Cha Zhe Wang· 2025-08-21 15:19
8月19日晚间,达梦数据发布公告称,公司于近期收到湖北省应城市监察委员会下发的《立案通知书》 及《留置通知书》,对公司董事兼总经理皮宇立案调查并实施留置措施。 公告提到,皮宇近期未能亲自出席董事会会议,但已委托董事冯裕才代为行使表决权。 达梦数据2024年6月12日在上交所科创板上市,被称为"国产数据库第一股"。公司总经理皮宇被留置的 消息发布后次日,达梦数据股价大幅低开,8月20日当天,公司股价大跌8.44%,该股8月21日股价有所 反弹,截至收盘,股价上涨3.97%,报收236.86元/股,市值268亿元。 公告强调,目前公司及子公司日常经营情况正常,各项业务稳步推进。公司尚未知悉上述事项的进展及 结论,将密切关注后续进展并及时履行信息披露义务。 陈文是达梦数据现任六位高级副总经理之一。公开资料显示,陈文,女,1973年7月出生。2002年1月至 2020年11月,在达梦有限历任销售经理、华东区域市场总监、副总经理、高级副总经理;2020年11月至 今,在达梦数据担任董事、高级副总经理;2021年3月至今,在北京达梦担任总经理。 这是达梦数据三天内两度公告公司有高管被立案调查,8月19日该公司公告,公司董 ...
“国产数据库第一股”,两核心高管相继被立案调查
Di Yi Cai Jing· 2025-08-21 14:57
8月21日晚间,达梦数据(688692.SH)公告,近日收到湖北省应城市监察委员会下发的《立案通知 书》和《管护通知书》,对公司董事兼高级副总经理陈文立案调查并实施管护措施。 就在19日晚间,达梦数据已公告称,近期收到湖北省应城市监察委员会下发的《立案通知书》及《留置 通知书》,对公司董事兼总经理皮宇立案调查并实施留置措施。因被采取前述留置措施,皮宇近期未亲 自出席公司董事会会议,并委托董事冯裕才代为表决。 陈文,1973年7月出生,本科学历。1997年7月至 1999年8月,在广州巨能经济发展有限公司担任销售主 管;1999年9月至2001年2月,在湖北多维通信有限公司担任销售主管;2001年3月至2001年12月,在武 汉龙人企业集团有限公司担任企划主管;2002年1月至2020 年11月,在达梦有限历任销售经理、华东区 域市场总监、副总经理、高级副总经理;2020年11月至今,在达梦数据担任董事、高级副总经理;2021 年3月在北京达梦担任总经理。 该公司2024年报显示,皮宇2024年从公司领取税前薪酬为337.33万元, 陈文为304.41万元。 根据该公司6月披露的半年报预告,预计2025年上半年 ...
金仓数据库支撑海南自贸港“单一窗口”稳定运行
Sou Hu Cai Jing· 2025-08-18 08:01
Core Viewpoint - The Hainan Free Trade Port will commence full island closure operations on December 18, 2025, with a focus on enhancing efficient customs clearance and regulatory effectiveness through the Hainan International Trade "Single Window" project [1] Group 1: Project Overview - The Hainan International Trade "Single Window" project aims to integrate government departments and inspection units to improve trade facilitation levels [1] - The project is set to launch its first phase by the end of 2024, having already been in stable operation for 8 months [3] Group 2: Technical Infrastructure - The KES database supports the "Single Window" project with a multi-node high-availability cluster, providing 24/7 uninterrupted database services [3] - KES database is deeply compatible with SQL standards and mainstream database protocols, facilitating smooth migration and stable operation of various applications [3] Group 3: Performance and Reliability - The KES database optimizes storage engines and query mechanisms to support high concurrency and data processing, ensuring low latency and high throughput under heavy loads [4] - The system meets stringent response speed requirements for "second-level customs clearance" scenarios [4] Group 4: Security Measures - The project implements a multi-layered security mechanism, including user authentication, access control, data encryption, and audit tracking [5] - Compliance with national information security standards ensures the protection of sensitive business data [5][6] Group 5: Maintenance and Management - The KES database offers a comprehensive toolchain for simplified maintenance, including graphical installation, monitoring, and performance tuning [7] - Intelligent monitoring tools provide real-time status checks and performance diagnostics, enhancing operational efficiency [7] Group 6: Future Outlook - KES aims to contribute to the construction of a digital Hainan and support the development of an international, rule-of-law, and convenient Hainan Free Trade Port [10]
中国光谷企业近3年申报研发费用加计扣除金额年均增长30.7%
Core Insights - The article highlights the significant advancements and achievements in the optical fiber and cable industry in China, particularly in the Wuhan East Lake New Technology Development Zone, known as "Optical Valley" [1][2]. Group 1: Industry Achievements - China has achieved multiple global firsts in the optical fiber and cable sector, including the world's largest optical fiber preform and the highest drawing speed, producing over 10,000 kilometers of fiber [2]. - Longhua Fiber has maintained the highest global market share in the optical fiber and cable industry for nine consecutive years, with overseas business accounting for over 30% for four years [2]. - The number of national-level specialized and innovative enterprises in Optical Valley has reached 173, ranking fourth among national high-tech zones [8]. Group 2: Tax Incentives and Support - Over the past three years, tax authorities have provided more than 20 billion yuan in tax incentives to enterprises in Optical Valley, significantly boosting their growth [3]. - The number of enterprises applying for R&D expense deductions has increased annually, with 5,692 companies reported in 2024, reflecting a 16.35% average annual growth [3]. - Longhua Fiber has benefited from approximately 1.5 billion yuan in tax reductions over five years, allowing for increased R&D investment [2]. Group 3: Compliance and Risk Management - The establishment of the "Optical Valley Tax Aid Station" aims to enhance compliance and reduce tax-related risks for companies, providing one-stop services for tax assistance and legal support [4][5]. - Companies like Wuhan Dameng Database have implemented comprehensive internal management systems to ensure tax compliance, supported by local tax authorities [4]. Group 4: Talent Development and Innovation - Optical Valley has launched new talent policies and a global talent service system to attract high-end talent, with tax incentives for technology transfer and innovation [7]. - In the past three years, tax incentives for technology achievement cash rewards have benefited 1,224 individuals, encouraging talent to settle and innovate in Optical Valley [7].
研判2025!中国关系型数据库行业市场规模、产品数量、竞争格局及未来趋势分析:仍占据市场主流地位,公有云关系型数据库发展迅速[图]
Chan Ye Xin Xi Wang· 2025-08-17 01:02
Core Insights - The relational database industry in China is experiencing rapid growth, driven by the "14th Five-Year Plan" which emphasizes digital development and the construction of a digital China [1][8] - The market size of China's relational database industry is projected to reach 29.98 billion yuan (approximately 4.21 billion USD) in 2024, with a year-on-year growth of 12.0% [8][10] - The public cloud has become the primary deployment method for relational databases, with the public cloud relational database market expected to reach 19.51 billion yuan in 2024, accounting for 65.1% of the market share [10][18] Market Overview - The overall database market in China is expected to reach 59.616 billion yuan in 2024, growing by 14% year-on-year [6][8] - The domestic relational database market is characterized by a diverse range of participants, including traditional vendors, startups, cloud providers, and cross-industry players, leading to intense competition [18][19] - The market concentration is increasing, with the top five players in the public cloud relational database market expected to hold nearly 85% of the market share by the second half of 2024 [18][19] Product Landscape - As of June 2025, there are 164 database products in China, with 96 being relational databases, representing 58.5% of the total [12][14] - The global database product landscape shows a predominance of non-relational and hybrid databases, while China maintains a focus on relational databases [12][14] Competitive Landscape - Major players in the public cloud relational database market include Alibaba Cloud and Tencent Cloud, which dominate the market [18][19] - In the on-premises relational database market, local companies like Huawei, Dameng, and Tencent compete with international firms such as Oracle, Microsoft, and SAP [18][19] Technological Trends - The relational database market in China is expected to exceed 75 billion yuan by 2029, driven by software localization, rapid AI application development, and the growth of the digital economy [21] - Key technological trends include the deepening of cloud-native databases and the integration of vector engines and multimodal data management [21]
国有六大行数据库调研:Oracle仅存少量业务,华为云GaussDB占比居首
Guan Cha Zhe Wang· 2025-08-15 02:17
Core Insights - The article highlights the rising adoption of domestic databases in China's financial sector, particularly the Huawei Cloud GaussDB database, which has shown superior performance compared to Oracle and other foreign competitors [1][3] - GaussDB is positioned as a fully autonomous, distributed cloud database that supports critical financial operations, demonstrating significant advancements in both technology maturity and security [1][2] Group 1: GaussDB Adoption and Performance - A survey of China's six major state-owned banks reveals that only a small number of business systems currently utilize Oracle databases, while GaussDB is the most widely adopted domestic database [1] - GaussDB has been successfully implemented in key business scenarios across finance, government, and energy sectors, with notable examples including Postal Savings Bank supporting 20 billion transactions daily and ICBC reducing recovery time from 15-30 minutes to 2 minutes [3] Group 2: Technical Advantages of GaussDB - GaussDB features a three-layer pooled transparent multi-write architecture that decouples compute, storage, and caching resources, enhancing performance and resource utilization [2] - The database includes a unique soft-hard collaborative data security protection scheme, achieving the highest security certification (CC EAL4+) [2] - Future enhancements will focus on performance and resource utilization improvements, enabling rapid fault detection and recovery [2] Group 3: Industry Impact and Standards - Huawei Cloud is leading efforts to establish national standards for cloud-native relational database management systems, collaborating with over 20 industry leaders to define core features [3] - The rapid development of domestic software, particularly in cloud computing and databases, is expected to transform China's information industry landscape and promote national technological independence [3]