HiddenMerit Daily · Issue 48
Clyde Jin
28 days ago
96

📊 HiddenMerit Daily · Issue 48

Focus on Database Frontiers, Practical Insights for DBAs June 23, 2026 | 5 Selected Global Breaking News

01|IDC Report: Dameng Reaches 11.3% On‑Premises Market Share, Surpassing Foreign Vendors for the First Time

Recently, IDC released the “China Relational Database Software Market Tracker, H2 2025.” The report shows that in the on‑premises deployment segment of the China relational database software market, Dameng achieved an 11.3% market share, ranking firmly among the top domestic database vendors and surpassing foreign database vendors for the first time, with sustained growth momentum.

Key Data:

  • Total Market Size: China’s relational database software market reached $4.83 billion in full‑year 2025, with projections to grow to $11.24 billion by 2030.
  • Dameng Revenue: Full‑year 2025 revenue reached RMB 1.306 billion, up 25.03% year‑on‑year, with core product gross margin reaching 99.73% .
  • Technology Direction: The IDC report notes that AI and cloud‑native have become the most important technology development directions for relational database products. Capabilities such as in‑database inference, semantic search, data agents, and unified multi‑modal storage and retrieval are being increasingly embedded into database management systems.

AI Capability Layout: Dameng has built native vector data types into its database. Its new flagship product DM9 natively supports vector data storage and retrieval, ready to support large model application scenarios out of the box. It also incorporates intelligent design and intelligent operations assistants, covering database modelling, status monitoring, and fault prediction.

  • DBA Perspective: Dameng surpassing foreign vendors for the first time with an 11.3% share is a milestone for domestic databases in the on‑premises deployment market. A core product gross margin of 99.73% demonstrates the strong scale effect of software licensing – the marginal cost of adding each new customer is nearly zero, meaning Dameng has ample R&D resources to continue investing in AI. For DBAs, Dameng’s large‑scale implementation cases in key industries such as finance, healthcare, and government provide a quantitative basis for domestic database selection. DM9’s native vector data type and intelligent operations assistant mean DBAs can also obtain the vector retrieval and intelligent operations capabilities needed in the AI era with domestic databases.

  • CTO Perspective: The two technology directions revealed by the IDC report – AI and cloud‑native – are highly aligned with the industry trends we have consistently reported in previous issues. Dameng surpassing foreign vendors in the on‑premises market for the first time marks that the long‑term accumulation of domestic databases in both core technology and key scenarios has entered a qualitative change phase. CTOs can use this to further elevate the selection weight of domestic databases when planning Xinchuang roadmaps.

  • 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. IDC’s forecast of the China relational database market reaching $11.24 billion by 2030 means the growth space for leading vendors remains vast. At the same time, Dameng’s technological layout in AI (native vector, intelligent operations) will support the extension of its valuation logic from “Xinchuang replacement” to “AI data infrastructure.”

02|Tongdun Technology’s ApexDB Wins National Silver Award at KUNPENG Ascend Innovation Competition, Xinchuang KV Database Strength Validated by “National Team”

Recently, at the KUNPENG Ascend Innovation Competition 2025 National Finals held at Huawei Songshan Lake Campus in Guangdong, Tongdun Technology’s self‑developed Xinchuang distributed high‑performance multi‑threaded KV database ApexDB (Redis‑compatible) stood out from 22 national competition zones and 85 top teams, winning the Silver Award in the enterprise track. Competing alongside the “National Team” (China Meteorological Administration, China Unicom, etc.) and industry‑leading enterprises to receive this honour marks that ApexDB has passed the rigorous validation of Huawei’s full‑stack technology ecosystem.

Four Core Advantages:

  • Xinchuang Domestic Production: Has obtained multiple domestic software copyrights, patents, and trademark certifications; was the first to complete deep compatibility certification with domestic operating systems such as Kylin and domestic CPUs such as Huawei Kunpeng. It is one of the few database products on the market that supports national cryptographic algorithms, including SM4 for transparent data encryption.

  • 1‑Minute Seamless Scaling: Supports online dynamic scaling, scalable up to 128 nodes. Single‑node restart and rebalancing time is only 1/8 to 1/10 that of comparable open‑source products.

  • 1‑Millisecond Ultra‑Low Latency: Single node can reach up to 1.5 million TPS (based on next‑generation cloud servers), with P999 latency below 1ms.

  • 99.99% High Availability: Has stably served over 60 financial industry customers, maintaining zero failures for three consecutive years.

  • DBA Perspective: As a Redis‑compatible distributed KV database, ApexDB’s measured data of “1‑minute seamless scaling” and “1‑millisecond ultra‑low latency” provides DBAs with a quantitative reference for domestic selection in caching and high‑speed query scenarios. The limit performance of 1.5 million TPS per node means that in high‑concurrency financial transactions and real‑time risk control scenarios, ApexDB has the technical feasibility to replace Redis Cluster. Native support for national cryptographic algorithms is particularly critical for highly regulated industries such as finance and government. The track record of serving over 60 financial customers with zero failures for three consecutive years also provides DBAs with a reference for production‑grade reliability.

  • CTO Perspective: ApexDB competing alongside and winning against the “National Team” (China Meteorological Administration, China Unicom, etc.) at the KUNPENG Ascend Innovation Competition indicates that the technical strength of Xinchuang KV databases in independent innovation computing and AI has gained authoritative recognition. For CTOs who rely on Redis as their core caching technology stack, ApexDB provides a domestic alternative that meets Xinchuang compliance requirements. Deep adaptation to the Kunpeng ecosystem also means that the performance potential of ApexDB can be fully unleashed on domestic chip servers.

  • Investor Perspective: ApexDB, as Tongdun Technology’s important布局 in the Xinchuang database track, with the authoritative endorsement of the KUNPENG Ascend Innovation Competition Silver Award and scale validation from 60+ financial customers, confirms the feasibility of domestic KV databases in financial core scenarios. The KUNPENG Ascend Competition focuses on foundational software and hardware solutions, aiming to solve technical challenges in critical industries such as operators, finance, and government affairs. Tongdun ApexDB’s award further consolidates its competitive position in the Xinchuang data services system.

03|Navicat Appears at AWS China Summit: AI Assistant Adapts to Domestic Databases, Cross‑Cloud Management Capability Upgraded

On June 23‑24, 2026, the AWS China Summit was held at the Shanghai World Expo Exhibition & Convention Center. As an official AWS partner, Navicat showcased multiple latest iteration capabilities on‑site:

Core Highlights:

  • AI Assistant: Showcased its latest iteration of the AI intelligent query assistant, adapted to massive data development needs in the AI agent era.

  • Cross‑Database Cloud Management: Deeply adapted to cloud databases such as Amazon RDS, Aurora, and Redshift, natively supporting mainstream global databases including MySQL, PostgreSQL, Oracle, MongoDB, Redis, and Snowflake.

  • Domestic Database Compatibility: Already compatible with domestic Xinchuang databases such as OceanBase, TiDB, Dameng, and Renda Kingware, meeting the data management needs of enterprises across all industries.

  • Cloud Connection Security Hardening: Provides efficient collaboration capabilities for multi‑cloud hybrid environments.

  • DBA Perspective: Navicat’s native support for domestic databases such as OceanBase, Dameng, and Kingware provides DBAs with a unified cross‑database management tool. In the past, DBAs needed to switch between multiple client tools to manage different databases. Navicat’s domestic database compatibility means DBAs can complete tasks such as SQL development, data migration, and performance monitoring within a single interface. The iteration of the AI intelligent query assistant also means DBAs can complete SQL development and query optimisation with natural language assistance.

  • CTO Perspective: Navicat, as a leading brand in database management tools, its comprehensive compatibility with domestic databases reflects the growing maturity of the Xinchuang ecosystem – domestic databases are no longer “isolated islands” but have been incorporated into mainstream toolchains. For CTOs adopting mixed multi‑database architectures, Navicat’s unified management capability can reduce DBA teams’ tool learning costs and operational complexity.

  • Investor Perspective: Navicat’s adaptation to domestic databases such as OceanBase, TiDB, Dameng, and Kingware marks the maturity of the Xinchuang ecosystem from “database products” to “toolchain + ecosystem.” The level of support from third‑party tool vendors for domestic databases can serve as an observation indicator for assessing the maturity of the Xinchuang ecosystem.

04|Dameng Continues to Obtain Patents for Data Comparison and AI Operations, Strengthening AI Database Capabilities

On June 19, the China National Intellectual Property Administration granted Dameng an invention patent titled “Method and Device for Grouped Comparison of Database Data” (authorisation announcement number CN117762996B). The patent reduces the demand for memory resources during comparison by constructing ROWID mapping tables, dynamically calculating group counts based on memory size, and performing parallel comparison of grouped data. This effectively reduces the demand for memory resources during comparison, minimises or avoids data page and disk swapping due to insufficient memory, and improves comparison performance.

Previously, Dameng had already公开 multiple patents in June, including “An AI‑Based Database Intelligent Operation and Maintenance Method and Device” (CN122173469A), “A Database‑Based Online Data Editing Method and Device” (CN122173586A), and “A Distributed Exploration Method and Device for Multi‑Source Heterogeneous Spatial Data in a Database” (CN122112099A).

  • DBA Perspective: Dameng’s patent in the data comparison field addresses a core pain point for DBAs in data migration and verification scenarios – performance bottlenecks caused by insufficient memory resources when comparing large datasets. Grouped comparison technology enables DBAs to complete large‑scale data consistency verification with limited memory, shortening the migration validation cycle. Combined with Dameng’s previous patent layout in AI intelligent operations (root cause reasoning + dynamic self‑healing strategy selection), Dameng is building a full‑chain DBA toolchain from “data migration verification” to “daily intelligent operations.”

  • CTO Perspective: Dameng’s consecutive patents in data comparison and AI operations reflect the sustained investment of leading domestic database vendors in core technologies. The data comparison patent addresses the “last mile” challenge in Xinchuang migration scenarios – post‑migration data consistency verification is often the most time‑consuming and resource‑intensive link. The implementation of this technology will improve the delivery efficiency of large‑scale Xinchuang migration projects.

  • Investor Perspective: Dameng’s patent layout in data comparison and AI operations, combined with its financial performance (RMB 1.306 billion revenue, 99.73% core product gross margin), forms a virtuous cycle of “technology investment + commercial return.” The pace of Dameng’s patent accumulation in AI directions (intelligent operations, vector search, data agents) can serve as a leading indicator for assessing the maturity of its AI database products.

05|Dameng Surpasses Foreign Vendors for the First Time: IDC Data Confirms Domestic Databases Have Entered a New Phase

Based on IDC’s “China Relational Database Software Market Tracker, H2 2025,” Dameng achieved an 11.3% on‑premises market share, surpassing foreign database vendors for the first time and ranking firmly among the top domestic vendors.

Market Background: China’s relational database software market reached $4.83 billion in full‑year 2025, with projections to grow to $11.24 billion by 2030. AI and cloud‑native have become the most important technology development directions for relational databases. Dameng has achieved large‑scale implementation in core business systems across key industries such as finance, healthcare, government, energy, and transportation, accumulating practical validation under high‑stability and high‑security requirements.

Industry Significance: What the IDC report reflects is not just a change in market rankings, but a phased achievement of the long‑term accumulation of domestic databases in both core technology and key scenarios. Surpassing foreign vendors in the on‑premises deployment segment for the first time marks that the market competitiveness of domestic databases has entered a new phase.

  • DBA Perspective: Dameng surpassing foreign vendors in the on‑premises market 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.” For DBAs, this means that operations roles for domestic databases will no longer be limited to Xinchuang “task‑oriented” projects, but will become a regular option in mainstream technology stacks. DM9’s native support for vector data storage and retrieval, intelligent design, and intelligent operations assistant also means that DBAs can obtain AI‑era capabilities comparable to mainstream foreign products with domestic databases.

  • CTO Perspective: The IDC report’s first confirmation that domestic vendors have surpassed foreign vendors in the on‑premises market is a landmark event for the Xinchuang industry entering the “second half.” For CTOs still on the sidelines, this data provides a powerful quantitative decision‑making basis – the reliability of domestic databases in core scenarios has been validated by the market, and they possess the technological capabilities needed for the AI era.

  • Investor Perspective: Dameng surpassing foreign vendors with an 11.3% share, combined with its 99.73% core product gross margin and 25% revenue growth, forms a “high‑growth + high‑margin” rare financial model in the domestic database track. IDC’s forecast of the market reaching $11.24 billion by 2030 means the growth space for leading vendors remains huge. At the same time, Dameng’s technological布局 in AI (native vector, intelligent operations) will support its valuation upgrade from “Xinchuang replacement” to “AI data infrastructure.”

📚 SQL Little Knowledge Point

This Issue’s Knowledge Point: What is “Grouped Comparison” Technology in Database Data Comparison?

In data migration and verification scenarios, DBAs often need to compare whether data between two databases (e.g., source and target) is consistent. When data volumes reach the hundreds of millions, full comparison consumes massive memory resources, potentially leading to memory overflow or frequent disk swapping.

Core Idea of Grouped Comparison:

  1. Construct ROWID mapping tables for the left and right tables.
  2. Dynamically calculate the number of groups based on the row counts of the left and right tables and the available memory of the current system.
  3. Extract data by group and perform parallel comparison.
  4. After completing one group, extract the next group in order until all groups are completed.

Technical Value:

  • Reduces memory resource requirements during comparison.
  • Reduces or avoids data page and disk swapping due to insufficient memory.
  • Improves comparison performance.

Dameng Patent Background: Dameng was granted the “Method and Device for Grouped Comparison of Database Data” invention patent (CN117762996B) on June 19, 2026. Inventors include Sun Feng, Tan Chang, Peng Qingsong, Liu Qichun, and others.

HiddenMerit Team Production Slogan: 绩优隐于内,金石启新程 | Hidden deep. Merit bold. Forge ahead.

Star
Donate
HiddenMerit Daily · Issue 47
Previous
HiddenMerit Daily · Issue 49
Next

Leave a comment

Registration is not required

Clyde Jin
302 Articles
0 Comments
0 Like
Recent Posts

HiddenMerit Daily · Issue 59

📊 HiddenMerit Daily · Issue 59 Focus on Database Frontiers, Practical Insights for DBAs July 21, 2026 | 5 Selected Global Breaking News 01|Oracle Issues Urgent Warning: July 21 Release Update to Fix Large Number of High‑Risk Vulnerabilities, Immediate Deployment Recommended On July 13, Oracle issued an urgent security warning, strongly recommending that all customers running supported Oracle Database versions (including Oracle Database 19c and Oracle AI Database 26ai) immediately test and deploy the Release Update (RU) after its release on July 21. Background: New frontier AI models are significantly lowering the barrier to discovering and exploiting software vulnerabilities – these models can identify weaknesses, analyse software changes, reverse‑engineer security patches, and develop potential attack paths at unprecedented speed and scale. AI models are also becoming increasingly adept at combining multiple weaknesses across the application and data stack into complex attacks, even when individual weaknesses do not themselves pose a serious risk. As a result, protecting systems solely at the network or application layer is no longer sufficient; enterprises must protect the entire technology stack. Fixes Included in This RU: Oracle has collaborated with state‑of‑the‑art models from Anthropic and OpenAI to proactively identify and fix potential security vulnerabilities. The upcoming […]

HiddenMerit Daily · Issue 58

📊 HiddenMerit Daily · Issue 58 Focus on Database Frontiers, Practical Insights for DBAs July 20, 2026 | 5 Selected Global Breaking News 01|CAICT: Domestic Databases Enter Core System “Deep Water,” AI‑Native Leads New Industry Landscape On July 9, at the 2026 Trustworthy Database Development Conference, CAICT released the “Database Development Research Report (2026).” The report notes that domestic databases have basically completed peripheral system replacement and have officially entered the critical business system breakthrough phase. Key Data: The global database market reached $131.6 billion in 2025 (approximately RMB 894.09 billion). The Chinese database market reached $9.49 billion in 2025 (approximately RMB 64.48 billion), and is expected to reach RMB 97.974 billion by 2028, with a CAGR of 13.06%. The number of domestic database vendors has shrunk from a peak of 167 to 94, with a clear head‑concentration effect and an intensifying “Matthew effect.” AI‑Native Becomes the Main Theme: The report points out that database technology is accelerating its evolution toward the AI‑native direction, and the global database industry is entering a new phase of landscape restructuring. The role of databases is upgrading from “underlying support systems” to “core engines enabling intelligent decision‑making and business innovation.” AI agents are becoming […]

HiddenMerit Daily · Issue 56

📊 HiddenMerit Daily · Issue 56 Focus on Database Frontiers, Practical Insights for DBAs July 6, 2026 | 5 Selected Global Breaking News 01|Kingware Releases Manufacturing Scenario Database Evolution White Paper: SQL Server Replacement Enters “Deep Water” On July 5, CETC Kingware published a technical article titled “Database Evolution in Manufacturing Scenarios: How Kingware Replaces SQL Server,” pointing out that the data surge on industrial shop floors has exceeded the processing capacity of single‑node systems. Traditional database architectures that rely on vertical scaling are facing unprecedented performance challenges. Over the next 1‑3 years, manufacturing enterprises will no longer face only the “choice of replacement,” but must answer the strategic question: “How do we build an autonomous data foundation in the context of de‑IOE?” Three Paradigm Shifts: Hybrid Workloads Become the Norm: The IT architecture of modern factories is shifting from separated OLTP and OLAP to HTAP mode. The same data system must simultaneously handle tens of thousands of device instruction writes per second and minute‑level production report analysis. Distributed Architecture Becomes a Hard Requirement: When a single table exceeds 100 million rows with daily increments exceeding 1 million rows, the index maintenance cost of traditional single‑node databases rises exponentially. Autonomous […]

HiddenMerit Daily · Issue 57

📊 HiddenMerit Daily · Issue 57 Focus on Database Frontiers, Practical Insights for DBAs July 17, 2026 | 5 Selected Global Breaking News 01|CAICT Releases “Database Development Research Report (2026)”: China Market to Reach RMB 98 Billion by 2028, AI‑Native Becomes the Main Theme On July 9, at the 2026 Trustworthy Database Development Conference, the China Academy of Information and Communications Technology (CAICT) officially released the “Database Development Research Report (2026),” comprehensively revealing the latest landscape and evolution directions of the global and Chinese database markets. Key Data: Global Market: The global database market reached $131.6 billion in 2025 (approximately RMB 894.09 billion). Chinese Market: The Chinese database market reached $9.49 billion in 2025 (approximately RMB 64.48 billion), accounting for 7.2% of the global market. By 2028, the total Chinese database market is expected to reach RMB 97.974 billion, with a compound annual growth rate of 13.06% . Industry Landscape: There are 394 database product providers globally, with China and the US leading in vendor count. The number of global open‑source and closed‑source products is roughly balanced. Commercial databases account for over 70% in China, while the proportion of open‑source databases is increasing. After rapid growth from 2022 to 2024, […]
生成中...
扫描二维码
扫描二维码