According to the Zhitong Finance APP, Minsheng Securities released a research report stating that the development of AI Agents is driving a transformation in software forms, with databases holding an irreplaceable important position. They are not only a crucial carrier of data but can also help large models avoid issues such as &#34;hallucinations&#34; and untimely data updates, making them an indispensable &#34;necessity&#34; in the AI era. At the same time, AI empowers the self-upgrading of databases, playing an important role in intelligent operations and accelerating the development of the database industry. It is recommended to focus on companies such as Dameng Database (688352.SH), TAIJI CO.,LTD (002368.SZ), VASTDATA (603138.SH), Softcom Power (301236.SZ), Creative Information (300366.SZ), Star Ring Technology (688031.SH), SuperMap Software (300036.SZ), and Tuolsi (300229.SZ).
<h2>The main viewpoints of Minsheng Securities are as follows:</h2>
DB for AI: AI Agents drive the transformation of software forms, and databases hold an irreplaceable important position, empowering AI development
1) AI Agents are expected to replace intermediate application layer software to some extent by directly interacting with end-users: In traditional software architecture, applications act as &#34;intermediaries&#34; between users and databases. Users operate through applications, sending requests from the front end to the back end, where the back end queries the database and executes logic before returning the results to the front end. In the new AI-driven model, intelligent Agents can interact directly with databases, enabling functions such as data creation and reading, potentially replacing the intermediate application layer.
2) Under the major trend of software form transformation, databases hold an irreplaceable important position: First, they carry data and govern the &#34;source control&#34; of data origins. In the AI era, the source of AI training is data, and precise, reliable high-quality data is key to effective AI training, with databases serving as carriers of high-quality data.
Second, products and technologies such as vector databases and RAG directly empower AI development, alleviating issues like &#34;hallucinations&#34; in large model inference, making databases an irreplaceable &#34;necessity&#34; in the AI era: RAG technology provides specific facts and data support to models by retrieving from external knowledge bases, improving the accuracy and reliability of AI responses and avoiding &#34;hallucinations&#34; in large model inference; RAG technology can manage private data as external attachments to knowledge bases, reducing the risk of data leakage by not directly inputting sensitive content into large models for training; RAG technology allows real-time retrieval of information from external data sources, enabling access to the latest knowledge and enhancing the efficiency of AI training and inference.
3) OpenAI has strengthened its capabilities in real-time analysis and RAG by integrating Rockset's expert team; OceanBase has announced its entry into the AI era, with the GA version 4.3.3 adding vector retrieval capabilities and various functions based on relational databases, accelerating the implementation of RAG, intelligent recommendations, and multimodal search scenarios; VASTDATA is creating a high-performance centralized vector database for enterprise-level AI applications, combining the stability of relational databases with efficient vector data processing capabilities, supporting the native collaborative management of structured data and high-dimensional vectors
AI for DB: AI Empowerment Drives Database Upgrades and Accelerates Industry Development
1) Intelligent Operation and Maintenance: Covering functions such as SQL optimization, security management, and database operation and maintenance, the intelligent operation and maintenance center can achieve real-time monitoring, predictive analysis, and automated processing of database systems.
2) Lowering the Operational Threshold of Databases: Users can interact with computer systems using natural language, and large language models will convert natural language into corresponding SQL statements to assist in massive data queries.
3) Autonomous Database Model Achieves Self-Management: Autonomous databases utilize machine learning technology to automatically perform tasks that traditionally require manual completion by database administrators, such as optimization, protection, backup, and updates. Through machine learning and AI algorithms, autonomous databases can optimize queries, automatically manage memory and storage, and achieve self-tuning.
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<li>Dameng Database integrates artificial intelligence algorithms into core database functions, using AI to optimize the query engine and improve the efficiency of complex SQL queries; it adopts AI-driven resource scheduling strategies to ensure optimal performance of the database in dynamic load environments. GaussDB fully leverages the advantages of the Pangu large model to build an AI application system covering the entire lifecycle of database consulting, development, optimization, and operation and maintenance.</li>
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Risk Warning
The development of domestic database products may fall short of expectations; uncertainties arising from technological route changes; risks of intensified competition within the industry

688692

002368

603138

Minsheng Securities released a research report stating that the development of AI Agents is driving a transformation in software forms, and databases hold an irreplaceable important position in the AI era. AI empowers database upgrades, enhances intelligent operation and maintenance capabilities, and accelerates the development of the database industry. It is recommended to pay attention to Dameng Database, TAIJI CO.,LTD, and VASTDATA. AI Agents, by directly interacting with databases, may replace traditional middleware application layer software, ensuring the carrying of high-quality data and becoming a "necessity" for AI development

Zhitong

Dameng Database

TAIJI CO.,LTD

VASTDATA

OpenAI

Troy Information

iSoftStone

SuperMap

Minsheng Securities: The development of AI Agents drives the transformation of software forms, accelerating the development of the database industry