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科藍軟件(300663.SZ):下半年將正式發佈SUNDB國產數據庫
格隆匯 05-30 19:36

格隆匯5月30日丨科藍軟件(300663.SZ)於2023年5月26日參與分析師會議,就“請介紹一下公司數據庫去年收入體量及客户結構,以及公司對數據庫鋪設的規劃”,公司表示,2022年數據庫業務收入5000多萬,目前公司國產數據庫SUNDB的主要客户是銀行、電信運營商及大型企業,其中銀行訂單佔比超60%,是主要目標客户。目前公司已成立了數據庫事業部,2023年下半年將進入市場推廣關鍵期。在這之前公司已有案例只是作為預熱階段試驗,目的是為了更好適配一些行業,公司需要做好充足準備後再逐步打開市場,預計今年推廣之後會進入一個明顯的增長期。

具體的規劃為下半年公司將正式發佈SUNDB國產數據庫,因為我們實際上一直在進行國內國產化改造,一直沒有正式發佈,正式發佈之後就開始市場推廣,主要是在銀行、電信、國網這幾個領域開始大規模的做市場推廣,而且我們是以閉源數據庫的名義來推廣。

數據庫國產化替代的風險主要在於對原有業務系統的改造,數據庫國產化替代成功與否,依賴於原有業務系統的應用軟件開發商。公司自身推廣的優勢為:SUNDB國產數據庫已經與我們的應用軟件完成了良好的適配,可以為銀行客户提供基礎的應用保障。

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