通信：5G+北斗系统发展与应用白皮书

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The BeiDou Navigation Satellite System (BDS) is one of the four major global satellite navigation systems, significantly impacting national security, economic development, and social life [2] - The development of an independent BeiDou system enhances national security, promotes technological innovation, and boosts international competitiveness [2] - The report emphasizes the importance of integrating BeiDou with emerging technologies like 5G, IoT, and AI to foster innovation and application in various sectors [44] Summary by Sections BeiDou System Capabilities - The BeiDou system consists of a mixed constellation of satellites in GEO, IGSO, and MEO orbits, enhancing coverage and service performance [11] - Key technologies include high-performance onboard atomic clocks, inter-satellite links, short message communication, and ground-based augmentation systems [13][16] BeiDou System Performance - Since its official launch in July 2020, the BeiDou system has maintained stable operations with world-leading service performance [14] - The system offers unique features such as global short message services, which are not available in other systems [14] BeiDou System Industry Status - The BeiDou application market is expanding, with a reported industry output value of 536.2 billion RMB in 2023, a 7.09% increase from 2022 [24] - The core output related to satellite navigation technology reached 161.1 billion RMB, accounting for 30.04% of the total output [24] Future Development and Policy Recommendations - Future directions include enhancing service quality, deepening integration with new technologies, and expanding international market presence [44][45] - Recommendations include establishing national and industry standards, legal protections, and promoting international cooperation [46]