最新报告显示北斗产业景气度进一步提升

Core Insights - The report indicates that by mid-2025, the comprehensive index of the Beidou industry is expected to reach 1579 points, reflecting a year-on-year increase of 10.34% and a growth of over 60% compared to 2020, showcasing strong growth during the 14th Five-Year Plan period [1] - The number of various types of Beidou terminal devices (excluding consumer electronics) is projected to exceed 33 million units, with an increase of over 6 million units year-on-year, representing a growth of over 22% [1] - The penetration rate of Beidou applications is approximately 90%, with over 30 million terminal devices applied in 14 key industry sectors, showing a year-on-year growth of over 27% [1] Regional Development - The development of the Beidou industry is concentrated in five hotspot regions: Beijing-Tianjin-Hebei, Guangdong Province, East China centered around the Yangtze River Delta, Western regions centered around Chengdu and Chongqing, and Central China with Zhengzhou, Wuhan, and Changsha as cores [2] - The top five provinces in terms of development index are Beijing, Guangdong, Jiangsu, Shanghai, and Hubei [2] Industry Applications - The top five industry application indices are in transportation, communication, natural resources, emergency response, and agriculture [2] - The report emphasizes the need for active evaluation of Beidou application effectiveness and encourages deeper integration of Beidou in various industries, promoting the combination of spatial information with internet and IoT services [2]