北斗产业驶入快车道，前七月卫星导航相关企业注册涨超50%

Core Insights - The Beidou industry is experiencing rapid growth, with a projected increase in industry scale from 4,033 billion yuan in 2020 to over 6,000 billion yuan by the end of this year, marking a 50% expansion [1] - The number of positioning terminals with Beidou functionality has reached 2.2 billion, indicating widespread public application [1] - The frequency of satellite launches has significantly increased, suggesting that China's satellite internet is entering a rapid networking phase [1] Group 1: Industry Growth - The total number of existing satellite navigation-related enterprises in China has reached 40,800 [2][5] - The registration of related enterprises has shown an upward trend over the past decade, with 8,145 new registrations expected in 2024, a year-on-year increase of 4.2% [3][6] - As of August 15, 2023, 7,083 enterprises have been registered this year, with 6,622 registered in the first seven months, reflecting a year-on-year growth of 57.59% [4] Group 2: Geographic Distribution - The majority of satellite navigation-related enterprises are concentrated in South China, East China, and North China, with South China and East China each accounting for over 23% of the total [5] Group 3: Industry Classification - Most satellite navigation-related enterprises belong to the information transmission, software, and information technology services sectors, which account for 38.8% and 34.85% respectively [6]