Core Insights - The development of China's BeiDou industry is steadily recovering as marketization, industrialization, and internationalization progress [1] - The overall output value of China's satellite navigation and positioning service industry is projected to reach 575.8 billion yuan in 2024, with a year-on-year growth of 7.39% [1] - The core output value related to satellite navigation technology, including chips, devices, algorithms, software, navigation data, terminal equipment, and infrastructure, is expected to grow by 5.46% to 169.9 billion yuan, accounting for 29.51% of the total output [1] - The associated output driven by satellite navigation applications and services is anticipated to grow by 8.21% to 405.9 billion yuan, making up 70.49% of the total output [1] Industry Trends - In 2024, BeiDou systems are achieving deep applications and innovative breakthroughs across multiple fields, enhancing core capabilities such as high-precision positioning and short message communication [2] - The integration of BeiDou with 5G, AI, and IoT technologies is fostering new business models like unmanned farms and digital construction sites [2] - In agriculture, BeiDou applications are evolving towards intelligent and precise upgrades, significantly improving production efficiency and resource utilization [2] - The low-altitude economy is emerging as a significant area for BeiDou applications, with a 95% coverage rate of BeiDou onboard terminals in civil aviation, supporting new business models like drone delivery [2] Challenges - The BeiDou industry faces challenges such as price wars due to homogenized competition and delayed standardization processes in certain segments [3] - Export-oriented companies are significantly impacted by international environmental factors [3] - R&D investments are increasing, particularly in key technology areas like automotive-grade chips and spatiotemporal data fusion, which may pressure profit margins in the short term [3] - The industry is exhibiting structural differentiation, with overall output growth but varying revenue performance among companies due to competitive dynamics and technological barriers [3] Future Outlook - The BeiDou industry is expected to evolve towards a demand-driven ecosystem, with companies that have integrated capabilities and differentiated solutions likely to gain a competitive edge [3] - Emerging scenarios such as high-precision positioning services, intelligent assisted driving, low-altitude logistics, and agricultural digitization are identified as important growth points [3] - Companies that build barriers in areas like chip autonomy and algorithm optimization can further solidify their market positions [3]
北斗系统应用领域持续拓展
Jing Ji Ri Bao·2025-05-21 22:41