赛迪顾问作为国内领先的信息技术服务与咨询机构，此次报告旨在系统梳理中国高质量软件及服务发展 现状与挑战，研判未来趋势，构建科学认定标准，遴选并推广行业标杆。本次"先锋榜"评选围绕技术创 新能力、市场竞争力、产品服务与质量、行业贡献及可持续发展能力五大维度，对全国软件企业进行综 合评估。报告指出，OceanBase坚持100%自主研发，其数据库产品已在金融核心系统规模化应用，并广 泛应用于党政、金融、通信、交通、能源、电力、医疗、教育等关键领域，服务客户超4000家，产品性 能与高可用性经大规模场景验证。 12月31日，工业和信息化部下属研究机构赛迪顾问发布《品质革命：2025 中国高质量软件及服务系列 研究》报告。OceanBase凭借其在数据库领域的技术创新与深度应用，成功入选报告发布的"2025中国高 质量软件及服务先锋榜"。这是OceanBase继2025年11月在赛迪顾问《央国企软件应用市场研究报告》中 获评"央国企数据库发展能力和市场地位本土厂商第一"后，年内第二次获得该机构权威认可。 注：行业品牌排名不分先后 值得关注的是，中国航信与OceanBase 联合建设的民航离港系统作为标杆案例，被纳入该 ...

Group 1 - The company is a partner of Alibaba Cloud and has completed compatibility certification for its key products with Alibaba Cloud and OceanBase database [2] - The company is collaborating with Alibaba Cloud on large model projects, utilizing the Ali Tongyi Qianwen large model as a foundation to release several small models tailored for the financial industry [2]

Core Viewpoint - Tianyang Technology has established itself as a partner of Alibaba Cloud, indicating a strategic collaboration in the technology sector [1] Group 1 - The company's key products have successfully completed compatibility certification with Alibaba Cloud and OceanBase database [1] - Tianyang Technology is collaborating with Alibaba Cloud on large model initiatives, utilizing the Alibaba Tongyi Qianwen large model as a foundation [1] - The company has released multiple small models tailored for the financial industry verticals [1]

Core Insights - The rapid development of artificial intelligence (AI) is transforming databases from passive "data warehouses" to active "intelligent hubs" that drive business decisions [2] - OceanBase has launched its first AI-native hybrid search database, seekdb, aiming to transition databases from traditional "business support systems" to "AI-native data entry points" [4] - OceanBase's engineering capabilities are a key factor in its success, with over 4,000 clients and an average annual growth rate of over 100% in client numbers for five consecutive years [2][4] Engineering Evolution - OceanBase's 15-year journey has been driven by real business pressures, leading to a unique engineering culture focused on solving practical problems [5][7] - The company has achieved several key technological milestones, including the establishment of a native distributed architecture and the breakthrough of a single-node distributed integrated architecture [8] - The latest version, 4.4, integrates transaction processing (TP), analytical processing (AP), and AI capabilities into a single core, allowing businesses to handle high-concurrency transactions, complex data analysis, and AI-driven hybrid searches within one database [8][11] Architectural Innovations - OceanBase emphasizes data correctness as a core principle, implementing a comprehensive system for end-to-end control from code to hardware [10] - The architecture supports multi-modal data integration and workload fusion, addressing challenges posed by traditional database systems in the AI era [11][12] - The introduction of a shared storage architecture in version 4.4 significantly reduces storage costs by 50%-90% compared to traditional solutions, enhancing the efficiency of data storage for AI applications [12] AI-Native Capabilities - The seekdb database is designed with a focus on lightweight, agile, and open-source principles, featuring a four-dimensional hybrid search capability [13][15] - OceanBase's AI architecture allows for direct SQL calls to embedding models, creating a closed loop for data writing, vectorization, retrieval, and inference [16] - The company aims to redefine the standards for AI data bases, moving beyond traditional data storage to databases that can "understand" data semantics [16] Market Position and Future Outlook - OceanBase holds the leading market share in the financial sector, with significant deployments in government and telecommunications [17][19] - The company is actively pursuing global expansion, targeting emerging markets in Southeast Asia, Latin America, and the Middle East, with a goal of increasing overseas revenue to 20% [19] - According to Gartner, spending on databases supporting generative AI is projected to reach $218 billion by 2028, indicating a significant market opportunity for OceanBase [20]

Core Insights - OceanBase has surpassed 4,000 global customers since its commercialization in 2020, achieving an average annual growth rate of over 100% for five consecutive years [1] - The technology has penetrated over ten sectors including finance, government, telecommunications, retail, manufacturing, and the internet, with services covering 16 countries and regions, over 60 locations, and more than 240 available zones [1] - In the past year, the number of proprietary cloud customers for OceanBase has increased by 50%, primarily driven by the demand for stability and consistency in core systems rather than edge applications [1] Industry Developments - OceanBase has a strong foothold in the financial sector, with the "Hundred Banks Plan" achieving significant milestones in 2025, serving all policy banks and 5 out of 6 major state-owned banks, covering over 100 banks with assets exceeding 100 billion [2] - The company supports over 190 core systems and more than 1,000 critical business operations, marking a global breakthrough with international financial institutions such as HSBC and Sumitomo Mitsui adopting its services [2] - In the non-bank sector, OceanBase has deepened its penetration, with 75% of leading insurance groups, 80% of top brokerages, and 60% of major fund companies deploying OceanBase, with over half using it for core systems [2] - According to IDC reports, OceanBase has maintained its position as the leader in the local deployment market for distributed financial databases in China for two consecutive years [2]

Core Insights - OceanBase is enhancing Hong Kong as the first hub in its global expansion strategy and has launched the "Thousand Talents Program" to train over 1,000 IT professionals in distributed database capabilities over the next five years, supporting Hong Kong's goal to become an international innovation and technology hub [1][7] Group 1: Market Expansion and Partnerships - OceanBase has made significant progress in the Hong Kong market, serving various sectors including finance, government, telecommunications, and internet, with over 25 institutions adopting its solutions for critical business system upgrades [3] - The company has established a local partnership network consisting of over 40 system integrators, technology service partners, and distributors, enabling 24/7 online support and a one-hour response time [3] - OceanBase has announced collaborations with DXC Technology and Macau Tong to expand into the insurance and critical infrastructure sectors in Hong Kong and accelerate services for local clients [3][5] Group 2: Talent Development Initiatives - The "Thousand Talents Program" aims to enhance local database technology talent through a comprehensive training system that includes certification, internships, and employment opportunities [7] - The program will collaborate with local universities, industry associations, and technology partners to offer customized OceanBase database certification courses and internship opportunities for students [7] - OceanBase emphasizes its commitment to providing advanced technology stacks and AI capabilities to help clients modernize their data architecture and meet the demands of digital transformation in Hong Kong [7] Group 3: Product and Service Offerings - OceanBase offers various deployment models including public cloud, private cloud, and integrated machines, compatible with major cloud platforms such as AWS, Google Cloud Platform, and Alibaba Cloud [8] - The service covers over 50 regions and 170 availability zones globally, enabling unified multi-cloud management to meet the diverse business needs of clients in Hong Kong [8]

Core Viewpoint - OceanBase is enhancing its global strategy by establishing Hong Kong as its first hub and launching a "Thousand Talents Program" to train over 1,000 IT professionals in distributed database capabilities over the next five years, supporting Hong Kong's goal to become an international innovation and technology hub [1][6] Group 1: Market Expansion - OceanBase has made significant progress in the Hong Kong market, serving over 25 institutions including major banks and tech companies, and has established a local partnership network of over 40 system integrators and service partners [2][6] - The company aims to leverage Hong Kong's unique advantages to accelerate its global business development [6] Group 2: Talent Development - The "Thousand Talents Program" will involve a comprehensive training system that includes certification, internships, and employment opportunities, in collaboration with local universities and industry associations [6] - The program aims to enhance local database technology talent and provide priority employment opportunities for certified individuals [6] Group 3: Product and Service Offering - OceanBase offers various deployment models including public cloud, private cloud, and integrated machines, compatible with major cloud platforms such as AWS and Google Cloud [7] - The company emphasizes its product characteristics of being simpler, more stable, and advanced, aiming to meet the IT architecture upgrade and digital transformation needs of Hong Kong clients [6]

Core Insights - OceanBase CEO Yang Bing has been recognized in the "2025 Forbes China Top 100 Most Influential Chinese Elites" list, marking his second consecutive inclusion after 2023, highlighting his role in promoting the globalization of Chinese tech brands [1] Group 1: Selection Criteria and Impact - The selection process for this year's list focused on "Industry Reshapers," "Value Creators," and "Trend Explorers," identifying 100 individuals with significant achievements and global influence for 2024-2025 [4] - Forbes China noted that Chinese elites are transitioning from being technology followers to architecture definers, playing a crucial role in the global tech and business landscape as AI evolves from an "efficiency tool" to an "ecosystem operating system" [4] Group 2: OceanBase's Achievements - OceanBase, developed over 15 years, is the only product to simultaneously break TPC-C and TPC-H international database benchmark records, consistently supporting large-scale events like "Double 11" [5] - The database features a pioneering "single-machine distributed integration" architecture, enabling unified support for critical business, real-time analysis, and AI applications [5] - OceanBase has served over 2,000 key industry clients, including 70% of top banks, 75% of top securities firms, and 65% of top insurance companies, while also covering over 60% of mobile users in China through partnerships with major telecom operators [5] Group 3: Global Expansion and AI Strategy - OceanBase is accelerating its global expansion, with services spanning over 50 regions and 170 available zones worldwide, and has open-sourced 4 million lines of core code [5] - The company has implemented a "Data × AI" strategy, with AI capabilities already deployed in various sectors, supporting applications like intelligent Q&A and enterprise-level agents [6] - Yang Bing emphasized the current opportunity for the database industry in China and the importance of building global competitiveness through technological strength [6]

Core Insights - OceanBase CEO Yang Bing has been recognized in the "2025 Forbes China Most Influential Chinese Elites TOP 100" list, marking his second consecutive year receiving this honor, highlighting his role in promoting the globalization of Chinese tech brands [1][3] Group 1: Selection Criteria and Categories - The selection process for this year's list was based on applications, focusing on three categories: "Industry Reshapers," "Value Creators," and "Trend Explorers," identifying 100 individuals with significant achievements and global influence for 2024-2025 [3] Group 2: Yang Bing's Contributions - Yang Bing has been involved in distributed systems and database core technologies since joining Alipay in 2009, leading critical technical efforts during major events like "Double 11" and contributing to the establishment of Ant Group's financial-grade cloud-native platform [3] - Since 2020, Yang has been leading OceanBase, developing a globally leading native distributed database that overcomes traditional single-machine database performance limitations, achieving high availability, performance, low cost, and strong scalability [3][4] Group 3: OceanBase Database Achievements - OceanBase, developed over 15 years, is the only product to simultaneously set records for TPC-C and TPC-H benchmarks, consistently supporting large-scale events like "Double 11" [4] - Key innovations include a "single-machine distributed integrated" architecture, a disaster recovery framework with RTO < 8 seconds and zero data loss, and a high compression engine that reduces storage costs by 70%-90% [4] - OceanBase has served over 2,000 clients in critical sectors such as finance, telecommunications, and government, supporting core systems for 70% of top banks, 75% of top securities firms, and 65% of top insurance companies [4] Group 4: Global Expansion and Open Source Initiatives - OceanBase is accelerating its global expansion, with services covering over 50 regions and 170 availability zones worldwide, and has open-sourced 4 million lines of core code, achieving over 100,000 downloads [4] - The company collaborates with over 1,200 partners to build a database innovation ecosystem [4] Group 5: Strategic Focus on AI - OceanBase is focusing on a "Data × AI" strategy, with AI capabilities like multi-modal vector retrieval and PowerRAG being implemented across various industries, supporting applications such as intelligent Q&A and enterprise-level agents [5] - Yang Bing emphasized the current opportunity for the database industry in China and the importance of building global competitiveness through technological strength [5]

Group 1 - The core viewpoint of the article highlights a significant shift in the growth focus of China's technology industry towards overseas markets due to intense domestic competition and market saturation [1][3][4] - The domestic market has transitioned from "incremental competition" to "stock competition," with companies facing resource depletion and rising costs in both ToB and ToC sectors [3][5] - The Chinese software market holds only 2%-3% of the global share, indicating a fragmented domestic market that limits growth potential [5][6] Group 2 - The article discusses the "double squeeze" faced by the Chinese technology market, characterized by a visible market ceiling and hidden internal competition, leading to a consensus that domestic growth is stalling [4][5] - The competition has devolved from "differentiated innovation" to "low-cost replication," particularly evident in the AI hardware and new energy vehicle sectors [6][9] - The article emphasizes the need for Chinese technology companies to adopt a systematic approach to overseas expansion, moving from "strategic alternatives" to "survival necessities" [3][8] Group 3 - Various sectors, including new energy vehicles and AI hardware, are exploring differentiated paths for overseas expansion, focusing on "global technology, local operations, and cultural empathy" [8][9] - Successful examples include Xiaopeng Motors collaborating with Volkswagen to develop standardized electric platforms, enhancing brand premium in Europe by 40% [9] - The article highlights the importance of localizing products and services to meet specific market needs, as demonstrated by companies like Keda Xunfei and Lenovo [15][24] Group 4 - The article outlines strategies for Chinese companies to navigate the complexities of the US-China trade war, including supply chain diversification and compliance with international regulations [25][26][27] - Companies are increasingly focusing on building a global compliance framework to mitigate risks associated with international operations [27][28] - The article predicts that overseas markets will become the primary battleground for Chinese technology companies, necessitating a shift from product competition to ecosystem competition [29][30] Group 5 - Emerging markets are expected to drive growth for Chinese technology companies, with significant opportunities in Southeast Asia, the Middle East, and Latin America [30][31] - The article stresses the importance of establishing international standards and building ecosystems to enhance competitiveness in global markets [31][32] - Companies must prioritize deep localization and global compliance to ensure survival and success in overseas markets [33][34]