国泰海通｜计算机：北斗技术多域应用拓展，构筑新增长极

Core Viewpoint - The Beidou system, as a strategic time-space infrastructure, is experiencing significant growth opportunities in various sectors such as transportation and low-altitude economy, driven by favorable policies and technological advancements [1][2]. Group 1: Beidou System Overview - The Beidou satellite navigation system is a self-constructed time-space infrastructure in China, achieving global coverage and system compatibility through a "three-step" strategy, leading to deep penetration in multiple industries and forming scale effects [1][2]. - The Beidou industry is entering a critical phase of marketization, industrialization, and internationalization, with downstream application scenarios becoming the core driver of the industry chain's development [1][2]. Group 2: Policy and Economic Impact - Continuous government policies are strongly supporting the Beidou system, enhancing its penetration across various professional and public sectors, thus creating significant economic and social benefits [2]. - The integration of "Beidou +" innovative technologies is empowering various industries, positioning it as a crucial engine for economic and social development [2]. Group 3: Applications in Transportation - The application of the Beidou system in the transportation sector is becoming a core growth driver, with advancements in smart transportation markets and the integration of Beidou with 5G technology accelerating the evolution of autonomous driving [3]. - The company is focusing on the "Beidou + AI" strategy to promote innovative and large-scale applications of Beidou navigation technology in the transportation sector, including the development of vehicle networking platforms and traffic data services [3].