China’s distributed database market is shifting from the technology verification stage to a period of large-scale competitive rivalry. According to a Frost & Sullivan report, the definition of technical architecture in this sector has been clarified, and it is projected that between the second half of 2025 and the first half of 2026, the market size for distributed transactional databases in China will reach approximately RMB 5.95 billion. Leading the pack, OceanBase commands a 20.2% market share, followed by Alibaba Cloud, Tencent Cloud, and Huawei Cloud. Presently, the market has entered a phase of widespread adoption across diverse industries, with customers prioritizing the stability of their core business operations when choosing solutions. Competition among vendors has also evolved into a comprehensive showcase of capabilities. From 2021 to 2025, the market experienced a remarkable compound annual growth rate (CAGR) of 34.5%, and it is anticipated to expand to around RMB 12.93 billion by 2030. Major growth drivers include the modernization and decentralization of core systems, with OceanBase itself continuing to experience rapid growth. AI technology is reshaping the landscape of distributed databases, propelling them towards becoming real-time data foundations that seamlessly integrate enterprise data with AI applications. OceanBase has unveiled a next-generation AI database that merges data lakes and warehouses, paving the way for advancements in areas such as Hybrid Transactional and Analytical Processing (HTAP) and multi-modal data fusion. Consequently, OceanBase’s leading market position presents substantial long-term value potential.