Database is the cornerstone product in the information age
Database has the functions of processing, storing and managing data, and plays a vital role in the information age. With the increasing amount of data and the diversification of data forms, non relational databases and open source databases also came into being. They are mainly for small enterprises and technology companies. The rapid development of cloud computing has changed the business architecture of customers, and the data has been “moved” to the cloud. Database manufacturers are also actively promoting cloud database products in recent years, in order to give priority to seizing the “cake” of cloud database in the future.
With the rapid development of the database industry and huge growth space for domestic manufacturers, as a very important part of information construction, the database has been widely used in government and enterprises, finance, manufacturing, science and technology and other fields. In 2020, the global database market scale was close to 70 billion US dollars, with a growth rate of 21%, of which relational database accounted for 80% of the market share. From the perspective of the Chinese market, the scale of China’s database market in 2020 was 24.1 billion yuan, with a growth rate of 23%, higher than the global level. With the continuous promotion of China’s policy, the speed of “de IOE” of domestic software is accelerating. At present, overseas database manufacturers still occupy 80% of China’s market share. In the future, with the continuous breakthrough of core technology, the domestic database software market may usher in the climax of localization and substitution, and there is a large growth space in the next few years.
It is suggested to pay attention to: Taiji Computer Corporation Limited(002368) , China National Software And Service Company Limited(600536) , Beijing Vastdata Technology Co.Ltd(603138) , Ucloud Technology Co.Ltd(688158) , Beijing E-Hualu Information Technology Co.Ltd(300212) , pingcap, etc.
Risk warning: major changes in international policies; The R & D progress is less than expected, and the order change risk of downstream customers.
