📊 HiddenMerit Daily · Issue 50

Focus on Database Frontiers, Practical Insights for DBAs June 25, 2026 ｜ 5 Selected Global Breaking News

01｜Dameng Selected as Leader in Domestic Database Vendor Capability Quadrant, Market Position Authoritatively Confirmed

On June 23, Xinchuang World released the “2026 China Domestic Database Vendor Capability Quadrant” report. Dameng was selected into the “Leader Quadrant” based on its full‑stack self‑developed technology, deep industry accumulation, and mature ecosystem, continuing to lead the core domestic database track.

Evaluation Dimensions: The report uses product strength and strategic determination as the main evaluation dimensions, with ecosystem attractiveness as a supplementary indicator, to comprehensively assess mainstream domestic database vendors. The report notes that the domestic database industry has seen significant consolidation, with resources accelerating toward leading vendors, and currently only about 20 vendors have entered the mainstream spotlight.

Dameng Core Data:

• 2025 Revenue: RMB 1.306 billion, up 25.03% year‑on‑year
• Net profit attributable to shareholders: RMB 517 million, up 42.76% year‑on‑year
• Q1 2026 Revenue: RMB 411 million, up 59.09% year‑on‑year; net profit attributable to shareholders RMB 151 million, up 54.25% year‑on‑year
• Core product gross margin: 99.73%; software product usage authorisation revenue accounts for 92.55% of main business revenue

Stock Performance: As of June 24, Dameng closed at RMB 251.80, down 2.78%, with a total market capitalisation of approximately RMB 28.5 billion. While major funds have seen recent outflows, the strong Q1 performance provides medium‑ to long‑term fundamental support.

• DBA Perspective: Dameng’s selection as a “Leader” in the quadrant, combined with the IDC report confirming an 11.3% on‑premises market share surpassing foreign vendors, represents a “double‑lock certification” of its domestic database market position. For DBAs, this means that the “voice” of domestic databases in key industries such as finance, government, and energy is shifting from “policy‑driven” to “technology‑competitiveness‑driven.” Dameng’s Q1 revenue growth of 59% and net profit growth of 54%, with a high‑margin structure where software authorisation revenue accounts for 92.55%, indicate that its core business is in a rapid expansion phase. The fact that only about 20 vendors have entered the mainstream spotlight means resources are accelerating toward leading vendors, and DBAs should focus on the ecosystem maturity of leading vendors when selecting technology stacks.

• CTO Perspective: The Xinchuang World capability quadrant report and the IDC market share report form a dual validation – the long‑term accumulation of domestic databases in both core technology and key scenarios has entered a qualitative change phase. The top five vendors (OceanBase, GoldenDB, Tencent Cloud, Huawei Cloud, Alibaba Cloud) hold 90.9% of the financial distributed database market share, and Dameng has surpassed foreign vendors in the on‑premises market. The selection weight of domestic databases can be further increased.

• Investor Perspective: Dameng’s 2025 revenue of RMB 1.306 billion, core product gross margin of 99.73%, and 11.3% on‑premises market share constitute a highly competitive financial model in the domestic database track. Q1 revenue growth of 59% and net profit growth of 54% validate the sustainability of high‑growth momentum. Being selected as a “Leader” provides authoritative endorsement for Dameng’s valuation in the capital market.

02｜Dameng and Lanbo Technology Reach Strategic Partnership: Guangdong Government and Enterprise Market Becomes New Frontier for Domestic Database Appliances

On June 24, Wuhan Dameng Database Co., Ltd. and Guangzhou Lanbo Network Technology Co., Ltd. signed a strategic cooperation agreement at the Dameng China Database Industry Base. Lanbo Technology officially became a Gold Distributor of Dameng database appliances, with the partnership focusing on the Guangdong government and enterprise market, targeting provincial state‑owned enterprises and leading manufacturing companies.

Partnership Background: Deng Liang, Senior Vice President of Dameng, noted that the digital transformation of state‑owned enterprises and the high‑quality development of the manufacturing industry impose higher demands on digital infrastructure. Lanbo Technology has extensive experience serving state‑owned enterprises and leading manufacturing companies in Guangdong. The partnership will precisely address customer needs in data security, performance, and stability.

Market Expansion: Lanbo Technology has been rooted in the South China digital services sector for nearly 15 years, having built a service delivery network covering the entire province. As a Gold Distributor, it will focus on key scenarios such as state‑owned enterprise digital transformation and manufacturing industry intelligent upgrade, leveraging local resources to drive product implementation.

Strategic Significance: Qin Ling, Vice President of Dameng, emphasised that the demand for digital transformation in Guangdong’s state‑owned enterprises and manufacturing clusters is strong. The Dameng Guangzhou office will work with Lanbo Technology to build Guangdong into a demonstration hub for domestic database appliance applications.

• DBA Perspective: The partnership between Dameng and Lanbo Technology marks that domestic database appliances are evolving from “product delivery” to “regional deep cultivation.” For DBAs in the Guangdong region, this means that job demand for domestic databases in government and enterprise sectors and manufacturing will further increase. The “software‑hardware integrated” delivery model of database appliances also means DBAs need to possess composite capabilities in both hardware architecture evaluation and software tuning – appliance performance tuning involves full‑stack collaboration across CPU, memory, storage, and networking, not just simple database parameter adjustments.

• CTO Perspective: Dameng’s choice of the Guangdong government and enterprise market as a key expansion region for its appliances reflects that domestic database vendors are shifting from “providing products” to “providing industry solutions.” Lanbo Technology’s nearly 15‑year local service network accumulation provides channel support for Dameng’s rapid penetration of the Guangdong market. For CTOs, the “database appliance + localised services” combination reduces the integration risk and operational complexity of domestic database selection.

• Investor Perspective: The strategic partnership between Dameng and Lanbo Technology signals that domestic databases are evolving from “product‑oriented companies” to “channel + service‑oriented companies.” Guangdong, as a high ground for national manufacturing and the digital economy, offers order conversion efficiency and service network construction progress that can serve as observation indicators for assessing Dameng’s regional market penetration capability.

03｜Kingware Defines 2026 Core System Architecture Evolution Path: From “Functional Replacement” to “Kernel Restructuring”

CETC Kingware (formerly Renda Kingware) recently published a technical article titled “MySQL Replacement in Progress: 2026 Core System Architecture Evolution Path,” systematically outlining the evolution framework for migrating core systems from traditional databases to KingbaseES V9.

Three Trend Judgements:

1. From Functional Replacement to Architectural Restructuring: In 2026, database selection criteria will no longer focus solely on SQL compatibility, but on the ability of native architectures to adapt to cloud‑native environments. Core systems will mandate the hard indicators of RPO=0 and RTO<30 seconds, requiring databases to have native high‑availability architectures rather than relying on middleware for failover.

2. Real‑time Hybrid Workloads: Business scenarios are evolving from pure OLTP to HTAP, requiring core systems to complete real‑time analysis while processing transactions, placing extremely high demands on database parallel computing capabilities.

3. Deep Demand for Independent Control: Simply “being compatible with a competing database protocol” can no longer meet the security requirements of core systems. True replacement means kernel‑level independent control – from storage engines to execution plans, all core logic must reside within an independently controlled technology system.

Action Recommendations:

• Establish a full SQL asset inventory, identifying “deep‑water” objects such as stored procedures, triggers, and user‑defined functions.

• Build a hybrid workload test environment to verify whether analytical queries affect transaction response under 80% peak load.

• Adopt a three‑step migration strategy: “side‑channel validation → grey‑scale traffic switching → full cutover.”

• Develop independent operations capabilities, deeply studying KingbaseES V9 kernel principles and tuning parameters.

• DBA Perspective: Kingware’s proposed RPO=0/RTO<30s is a hard indicator of financial‑grade high availability and a core evaluation baseline for DBAs in Xinchuang selection. The article’s emphasis on the shift “from functional replacement to kernel restructuring” means that DBAs’ skill stacks must upgrade from “SQL compatibility testing” to “kernel‑level architecture assessment.” Kingware’s recommended three‑step migration strategy – side‑channel validation → grey‑scale traffic switching → full cutover – can serve as a standard methodology for DBAs leading Xinchuang migration projects.

• CTO Perspective: Kingware’s definition of 2026 core system evolution as “a return from relying on external protocols to mastering independent kernels” is highly aligned with the trends of OceanBase’s “lakehouse integration” and Dameng’s “AI database” reported in previous issues. When planning Xinchuang roadmaps, CTOs should prioritise databases with kernel‑level independent control capabilities, rather than focusing solely on SQL compatibility.

• Investor Perspective: Kingware’s transformation from a “product supplier” to a “methodology exporter” is a sign of the maturity of the domestic database industry. The 2026 core system architecture evolution path proposed in the article is essentially Kingware defining industry standards and evolution cadence. Vendors with the ability to “define industry standards” will occupy stronger pricing power in the deep‑water Xinchuang replacement.

04｜OpenTenBase Mid‑Year Celebration Held in Beijing Today: Open‑Source Database Ecosystem Accelerates Convergence

On June 25, the 2026 OpenAtom Open Source Ecosystem Conference – OpenTenBase Mid‑Year Celebration was held in Beijing, co‑organised by the OpenTenBase community and Tencent Cloud Database.

Event Background: The event focused on open‑source database ecosystem development, covering topics from kernel self‑development to ecosystem co‑construction, and from community inception to partner collaboration. It aimed to showcase the achievements of open‑source technology in industry‑academia‑research and the outcomes of ecosystem partners.

• DBA Perspective: As Tencent Cloud’s open‑source distributed database, the activity level of the OpenTenBase community directly affects the long‑term maintainability of technology selection. Paying attention to open‑source community activities and ecosystem progress helps DBAs assess the vitality and community support of different open‑source databases.

• CTO Perspective: The continued expansion of the OpenTenBase ecosystem reflects that the role of open‑source databases in domestic replacement is evolving from a “supplementary option” to a “mainstream choice.” For CTOs adopting open‑source database approaches, community ecosystem health and governance mechanisms should become core considerations in selection.

• Investor Perspective: The convergence and activity of open‑source community ecosystems are important observation indicators for assessing the commercialisation potential of open‑source databases. The Tencent Cloud ecosystem behind OpenTenBase provides potential growth space for commercial service companies participating in it.

05｜Weekly Security Vulnerabilities Focus: PostgreSQL MD5 Timing Side‑Channel Patch Continues, Cloud Monitoring Upgrade Affects Database Metrics

PostgreSQL MD5 Timing Side‑Channel Patch Continues: Red Hat Enterprise Linux 8 has released a security update for the postgresql:12 module, fixing CVE-2026-6478 (MD5 password hash comparison timing side‑channel) and CVE-2026-6473 (integer overflow). Red Hat also released a security update for postgresql:13 (RHSA-2026:28208), rated “Important.”

Alibaba Cloud CloudMonitor Upgrade Notification: Alibaba Cloud CloudMonitor will upgrade certain monitoring metrics for SelectDB, OceanBase, and ClickHouse from 13:00 to 20:00 (UTC+8) on June 24, 2026. During the upgrade, there may be significant data fluctuations and alarm notifications may be triggered. Data will return to normal after the upgrade.

• DBA Perspective: The continued patching of the PostgreSQL MD5 timing side‑channel vulnerability (CVE-2026-6478) reminds DBAs to migrate authentication from MD5 to SCRAM-SHA-256 as soon as possible. MD5 password hash comparison has a timing side‑channel risk – attackers can recover credentials by measuring authentication time. Red Hat’s security updates for PG 12 and PG 13 modules cover versions still widely used in production environments. DBAs should identify PostgreSQL version status and schedule patch windows. Alibaba Cloud CloudMonitor upgrades may generate false alarms during the upgrade period; DBAs should inform operations teams in advance to avoid misjudging database health status due to data fluctuations.

• CTO Perspective: Red Hat’s continued security updates for PG 12 and PG 13 reflect the PostgreSQL community’s maintenance commitment for older versions. When planning database version upgrades, CTOs should prioritise versions still within the long‑term support cycle.

• Investor Perspective: The sustained growth in demand for security maintenance and compliance auditing of open‑source databases creates market space for security tools and service providers in the PostgreSQL ecosystem.

📚 SQL Little Knowledge Point

This Issue’s Knowledge Point: What is a Database Capability Quadrant Assessment?

The “2026 China Domestic Database Vendor Capability Quadrant” released by Xinchuang World uses “Product Strength” and “Strategic Determination” as the main evaluation dimensions, with “Ecosystem Attractiveness” as a supplementary indicator, to comprehensively assess domestic database vendors.

The Three Evaluation Dimensions:

Industry Significance: The report notes that the domestic database industry has seen significant consolidation, with resources accelerating toward leading vendors, and currently only about 20 vendors have entered the mainstream spotlight. For DBAs, this means the window for technology stack selection is narrowing – focusing on the ecosystems of leading vendors will yield longer‑term career returns.

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