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拓爾思(300229.SZ):海貝已廣泛服務於安全大數據、媒體大數據、政府大數據以及軍隊大數據等眾多細分行業
格隆匯 02-21 20:43

格隆匯2月21日丨拓爾思(300229.SZ)於2023年2月20日10:00-11:00、15:00-16:00接受機構調研時表示,海貝已經廣泛服務於安全大數據、媒體大數據、政府大數據以及軍隊大數據等眾多細分行業,公安部、新華社、國家市場監督管理總局、海關總署、專利局、商標局等一系列重量級客户都選擇了公司的產品。在國家層面,幾個重大的基礎數據庫,例如雲搜系統、企業信用信息公示系統、專利檢索系統等都構建在海貝之上。

目前國內搜索引擎數據庫市場為美國上市公司開源軟件ElasticSearch一家獨大的局面,且開源軟件數據泄露和涉及國家信息安全事件頻出。信創潮下,搜索型數據庫堅持自主研發是國產替代的必由之路。

國內搜索引擎數據庫廠商競爭方面,十幾年前國內廠商圈也曾百花齊放,但在ElasticSearch開放源代碼後大部分公司退出了該領域,目前國內堅持在搜索引擎數據庫領域自主研發並保持技術領先的企業已鳳毛麟角。拓爾思作為中文全文檢索技術的創始者與引領者,在相關領域研發已有近30年的歷史。從自主可控角度講,海貝搜索型數據庫是目前國內少有的從底層分詞算法到全文搜索引擎,以及上層系統都完全自研的純國產搜索引擎數據庫,吸收了公司在自然語言處理和信息檢索方面的長期技術經驗積累,已完成與龍芯、海光、飛騰、鯤鵬等國產芯片以及中標麒麟、統信UOS等國產操作系統的適配工作,完全滿足信創要求和國產化替換需求。

在國產替代方面,海貝已擁有眾多國家標杆項目成功經驗以及本土化服務能力,積累了一套成熟的、標準化的ElasticSearch平滑遷移方法,全程保障數據與業務的平滑遷移。以信用中國項目為例,該項目由國家發展改革委、人民銀行指導,國家信息中心主辦。原來在某雲平台上由ElasticSearch對外提供檢索服務,2018年遷移至公司“TRS海貝大數據管理系統”上,目前海貝在該項目中每秒需要支持大約1.2萬的併發檢索,日訪問量接近10億,獲得了用户的高度認可。

目前公司正在與行業有關部門積極溝通,同時客户羣體中已產生國產替代的實際需求,公司已在積極對接。

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