2024中国高精定位服务产业白皮书

Industry Overview - The Chinese satellite navigation and location service industry has surpassed a market value of 500 billion yuan, with strong industrial spillover effects and potential for steady growth [4] - High-precision positioning services account for 30% of the core industry value, experiencing synchronized growth with related industries, presenting unprecedented opportunities [5] Technological Development - China has made significant progress in high-precision positioning, forming a diversified and collaborative technological ecosystem [6] - The BeiDou Navigation Satellite System (BDS) has deployed advanced technologies including RTK, PPP, N-RTK, and PPP-RTK, enhancing outdoor positioning accuracy and reliability [6] - The industry is moving towards a star-ground fusion trend to address limitations of ground-based systems in aerospace and marine applications [25] Market Structure - The high-precision positioning service industry consists of three layers: infrastructure, middleware, and application layers [8] - The middleware layer, comprising hardware and platforms, serves as the core hub of the industry market [8] - Key application scenarios include surveying and mapping, autonomous driving, drones, shared mobility, and precision agriculture [15] Competitive Landscape - Qianxun SI and China Mobile are current market leaders in high-precision positioning services [20] - Qianxun SI, a pioneer in the national CORS service market, achieved a valuation exceeding 16 billion yuan in its August 2024 Series B funding round [21] - China Mobile has built the world's largest 5G+BeiDou high-precision positioning network with over 4,000 reference stations nationwide [21] Application Requirements - Different application scenarios have varying precision requirements, ranging from centimeter to millimeter levels for surveying, autonomous driving, and precision agriculture, while shared mobility typically requires sub-meter accuracy [15][16] - Precision agriculture relies heavily on high-precision positioning for intelligent and refined management, significantly improving crop yield and quality while reducing resource waste and environmental pollution [16] Industry Trends - The industry is experiencing a trend towards ubiquitous high-precision positioning services, expanding application possibilities [23] - The development of high-precision positioning services has progressed through three stages: single/multi-base station network RTK, virtual reference station (VRS), and unified time-space reference systems [26] - Ground-based and satellite-based augmentation systems each have distinct characteristics in terms of positioning principles, communication methods, coverage, and accuracy [26]