中国高精定位服务研究报告-整合版

Investment Rating - The report does not explicitly state an investment rating for the high-precision positioning service industry. Core Insights - The Chinese satellite navigation and positioning service industry has surpassed a market value of 500 billion, with strong growth potential expected in the future [4] - The high-precision positioning service sector is experiencing unprecedented opportunities, with its core industry accounting for 30% of the related output value [5] - The Beidou Satellite Navigation System is leading the development of a multi-faceted collaborative technology ecosystem in China [6] - The industry is supported by a three-tiered structure consisting of foundational, intermediate, and application layers, with the Beidou system providing essential global signal sources [8] Summary by Sections 1. Current Status of High-Precision Positioning Services - The high-precision positioning service industry in China has made significant advancements, deploying various cutting-edge technologies such as RTK, PPP, and N-RTK, enhancing reliability and flexibility in positioning services [6] - The industry is characterized by diverse application scenarios, including surveying, autonomous driving, drones, shared mobility, and precision agriculture, each with distinct precision requirements [14] 2. Market Competition Landscape and Future Trends - Leading companies in the high-precision positioning service market include Qianxun Positioning and China Mobile, with Qianxun being a pioneer in the CORS service market and achieving a valuation exceeding 16 billion [19][20] - The report highlights the increasing trend of ubiquitous high-precision positioning services, expanding the imagination for industry applications [22] - The integration of ground-based and space-based positioning systems is becoming essential to meet the demands of various scenarios, especially where ground-based systems cannot provide coverage [24] 3. Evaluation of Service Providers - An evaluation framework has been established to assess the capabilities of high-precision positioning service providers based on product and technology, strategy and operations, with multiple indicators to measure their performance [16] - Key indicators include coverage, positioning accuracy, service stability, and the ability to support various application scenarios [16]