Core Insights - Huawei officially launched the HarmonyOS 5-powered Harmony PC on May 19, marking a significant milestone in the development of domestic operating systems for PCs, filling a 30-year gap in fully self-developed domestic operating systems [1][4] - The introduction of Harmony PC is not just a new product but a symbol of the advancement of domestic operating systems, potentially improving the "strong outside, weak inside" structure of China's database market [1][4] - The trend towards self-control and independence in technology is evident, with domestic database solutions like Kylin Software's SUNDB emerging to meet the demand for data security and self-reliance [1][4] Domestic Database Market Dynamics - According to IDC 2023 data, the top three players in China's relational database software market are Alibaba, Tencent, and Huawei, with market shares of 26.2%, 14.9%, and 11.1% respectively, indicating a strong presence of domestic companies [1][4] - The domestic database replacement rate in key sectors is increasing, with the party and government sectors achieving an 80% replacement rate, while the banking and insurance sectors are at 40% [5][6] Security and Performance Advantages - The TEE microkernel security architecture of Harmony PC has achieved CC EAL5+ certification, providing robust data security [6] - In the financial sector, the collaboration between the domestic database and Harmony OS has significantly reduced data encryption loss rates from 12% on Windows to below 3% [7] - A provincial government cloud platform reported an 82% reduction in vulnerability discovery after adapting Harmony PC with a domestic database [7] Industry Trends and Future Outlook - The push for domestic database solutions is expected to accelerate, with a target for 100% domestic replacement in key sectors by 2027 as outlined by the State-owned Assets Supervision and Administration Commission [8] - The data ETF (516000) is positioned to benefit from the domestic data industry growth, tracking the China Securities Big Data Industry Index and including key players across the data value chain [9][12] - The development of domestic databases is anticipated to enhance the overall competitiveness of the big data industry, leading to a policy and industry resonance that could favor data ETFs [12]