“十四五”期间我国北斗产业呈现强劲增长态势

Core Insights - The comprehensive index of the Beidou industry is projected to reach 1579 points by mid-2025, reflecting an increase of over 60% compared to 2020 [1] - The Beidou industry is experiencing robust growth during the 14th Five-Year Plan period, with significant advancements in application and penetration rates [1][2] Group 1: Industry Growth - By mid-2025, the number of various types of Beidou terminal devices (excluding consumer electronics) is expected to exceed 33 million units, representing an increase of over 6 million units year-on-year, with a growth rate exceeding 22% [1] - The penetration rate of Beidou comprehensive applications is approximately 90% [1] Group 2: Market Applications - In the first half of 2025, domestic smartphone shipments are projected to reach 130 million units, with over 98% supporting Beidou positioning [1] - The shipment of passenger cars equipped with Beidou terminals is expected to exceed 10 million units [1] - The daily active user count for Beidou network-assisted public service platforms is anticipated to surpass 100 million [1] Group 3: Government Support and Initiatives - The government is intensifying the large-scale application of Beidou technology, focusing on key industries and regions to enhance the overall scale of Beidou applications [2] - Pilot city construction for Beidou applications is being conducted in targeted areas, effectively promoting the overall industrialization level [2] - These efforts are aimed at bolstering the global influence and competitiveness of China's Beidou system [2]