11月26日，湖北省基金投资行业职工技能大赛于长江产业大厦圆满落幕。本次大赛是省总工会主办的十大重点产业链省级赛事之一，由长江产业集团工会承 办，省创业投资同业公会协办。大赛汇聚省内近百家投资机构，以专业比拼锤炼投资本领，以资本力量赋能湖北产业高质量发展，为新质生产力培育注入金 融动能。 湖北省基金投资行业职工技能大赛于长江产业大厦圆满落幕 大赛以"金融赋能产业，投资引领未来"为核心主题，聚焦智能制造和现代化工投资两大重点赛道，全面考察参赛职工基金投资实战能力、产业研究深度及风 险把控水平。赛事分预赛、决赛两阶段推进，预赛阶段通过审核参赛选手投资业绩证明、行业研究报告等材料筛选优秀选手，决赛则以"现场展示+专家答 辩"形式展开，选手围绕基金赋能产业案例复盘、湖北细分行业发展研判等内容讲演献策，12分钟限时展示与精准答辩环节，充分展现行业职工专业素养与 履职担当。 爱情获奖选手合影 极目新闻记者 刘中灿 通讯员 苏娟 选手们根据各自专注领域，对湖北智能制造产业、AI应用、北斗产业、"新"化工厂产业园、OLED掩模版国产替代等方面，分析了产业群发展的空间布局， 结合湖北在相关赛道的优势和短板，有的还绘出了湖北产业 ...

在区域发展方面，北斗产业发展主要集中在5个热点区域：以北京为中心的京津冀区域，以珠三角为中 心的广东省，以长三角为中心的华东地区，以成都、重庆为中心的西部地区，以郑州、武汉和长沙为核 心的华中地区。 在行业发展方面，重点行业应用指数排名前五的分别是交通、通信、自然资源、应急、农业。 报告显示，截至2025年上半年，我国各种类型北斗终端设备（不含消费类电子）应用数量超过3300万 台/套，较2024年同期增加超过600万台/套，同比增长超22%，北斗综合应用渗透率约90%。14个重点行 业领域的北斗终端设备应用数量超过3000万台/套，同比增长超过27%。 报告指出，综合时空体系（PNT）和下一代北斗系统都将在2035年前建设完成，而2035年也将是我国 PNT与时空服务产业发展跨越升级的关键阶梯点。报告认为，接下来，我国应积极开展北斗应用效能评 估评价，进一步大力推进北斗在各行业各领域的深度融合应用，鼓励时空信息与互联网、物联网的大众 消费服务相结合，同步推动区域产业协调发展，共绘国家综合时空智能服务体系建设发展新蓝图。（记 者 李争粉） 在大众消费领域，北斗应用持续深化并逐步实现北斗优先应用。2025年上半 ...

重要消息有哪些 11月18日（周二）申购提示 新股方面，精创电气18日开启申购，发行代码为920035，本次发行价格12.10元 ，发行市盈率为13.47 倍，单一账户申购上限为65.07万股。本次发行预计募集资金总额1.75亿元。公司主营业务为冷链设备智 能控制器、医药与食品冷链监测记录仪、制冷热泵检测仪表及环境颗粒物检测仪器等产品的研发、生产 和销售，并提供物联网和基于云的系统解决方案。 2．湖北省委书记王忠林：着力构建"北斗+低空经济""北斗+人形机器人""北斗+人工智能"等新场景 据湖北日报消息，11月17日，湖北省委书记、省人大常委会主任王忠林到武汉东湖新技术开发区调研北 斗产业高质量发展工作。调研中，王忠林指出，要强化机遇意识，抢抓航天强国建设机遇，加快壮大产 业规模能级，不断培育发展新动能、塑造发展新优势。要强化研发创新，集中力量开展联合攻关，突破 更多"卡脖子"难题，不断提升我省北斗产业发展的硬核支撑。要强化科技创新和产业创新深度融合，深 入实施"链长+链主+链创"融合机制，加大行业龙头企业引育力度，加快构建"芯、星、端、网、数、 用"全产业链的发展格局，切实提升北斗产业整体竞争力。要强化场景 ...

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]

Core Insights - The Beidou industry in China is projected to reach a comprehensive index of 1579 points by mid-2025, reflecting an increase of over 60% compared to 2020 [1] - The report indicates a robust growth trend during the 14th Five-Year Plan period for the Beidou industry in China [1] Group 1: Industry Growth - By mid-2025, the number of various types of Beidou terminal devices (excluding consumer electronics) is expected to exceed 33 million units, an increase of over 6 million units compared to the previous year, representing a year-on-year growth of over 22% [1] - The penetration rate of Beidou applications is approximately 90% [1] Group 2: Application and Market Penetration - In the first half of 2025, domestic smartphone shipments are projected to reach 130 million units, with over 98% supporting Beidou positioning [1] - The number of passenger cars equipped with Beidou terminals is expected to exceed 10 million units [1] - The daily active user count for the Beidou network-assisted public service platform is anticipated to surpass 100 million [1] Group 3: Government Support and Industry Development - The government is actively promoting the large-scale application of Beidou technology, enhancing equipment upgrades in key industries and conducting pilot city constructions for Beidou applications [2] - These efforts are aimed at improving the overall scale of Beidou applications and supporting the high-quality development of the Beidou industry, thereby strengthening China's global influence and competitiveness in this sector [2]

Core Insights - The report released by the China Satellite Navigation and Positioning Association indicates a strong growth trend in China's BeiDou industry in 2023, with a steady increase in the comprehensive index and expanding application penetration across multiple fields [1][3]. Group 1: Industry Growth - The comprehensive index for China's BeiDou industry is projected to reach 1579 points by 2025, reflecting a year-on-year increase of 10.34%. Compared to 2020, indices related to marketization, industrialization, and internationalization have all seen significant growth, exceeding 60% [3]. - The overall output value of the satellite navigation and positioning service industry, centered around BeiDou, is expected to reach 575.8 billion RMB in 2024, marking a year-on-year growth of 7.39% [9]. Group 2: Technological Advancements - The application of BeiDou technology is being showcased in various projects, such as the digital installation of steel columns and trusses in the Chengdu-Deyang railway project, utilizing high-precision positioning technology for a "real-life 3D puzzle" effect [5]. - The construction of a digital twin system is being implemented in the comprehensive pipeline trench project, allowing for intelligent management from construction to maintenance through precise underground positioning [7]. Group 3: Policy and Strategic Initiatives - The national strategy emphasizes the deepening of large-scale BeiDou applications, with increased efforts in updating BeiDou equipment in key industries and conducting pilot city constructions in targeted regions to enhance the overall scale and industrialization level of BeiDou applications [11].

Core Insights - The report released by the China Satellite Navigation and Positioning Association indicates that by the first half of 2025, over 98% of domestic smartphones will support BeiDou positioning, with a shipment volume of 130 million units [1] - The number of various types of BeiDou terminal devices (excluding consumer electronics) in China will exceed 33 million units by the first half of 2025, representing a year-on-year increase of over 22% [1] - The BeiDou industry application depth continues to enhance, with over 30 million terminal devices applied in 14 key industry sectors, showing a year-on-year growth of over 27% [2] Industry Development - The BeiDou industry comprehensive index reached 1579 points by the first half of 2025, reflecting a year-on-year increase of 10.34% and a growth of over 60% compared to 2020, indicating strong growth during the 14th Five-Year Plan period [2] - The transportation sector is identified as the largest professional application market for BeiDou, leading in marketization, industrialization, and internationalization levels, categorized as the first tier [2] - The report anticipates that the comprehensive index of the BeiDou industry may exceed 1700 points in the second half of 2025, driven by accelerated growth in marketization, industrialization, and internationalization indices [2]

Core Insights - The comprehensive index of the Beidou industry is projected to reach 1579 points by mid-2025, reflecting an increase of over 60% compared to 2020 [1] - The Beidou industry is experiencing robust growth during the 14th Five-Year Plan period, with significant advancements in application and penetration rates [1][2] Group 1: Industry Growth - By mid-2025, the number of various types of Beidou terminal devices (excluding consumer electronics) is expected to exceed 33 million units, representing an increase of over 6 million units year-on-year, with a growth rate exceeding 22% [1] - The penetration rate of Beidou comprehensive applications is approximately 90% [1] Group 2: Market Applications - In the first half of 2025, domestic smartphone shipments are projected to reach 130 million units, with over 98% supporting Beidou positioning [1] - The shipment of passenger cars equipped with Beidou terminals is expected to exceed 10 million units [1] - The daily active user count for Beidou network-assisted public service platforms is anticipated to surpass 100 million [1] Group 3: Government Support and Initiatives - The government is intensifying the large-scale application of Beidou technology, focusing on key industries and regions to enhance the overall scale of Beidou applications [2] - Pilot city construction for Beidou applications is being conducted in targeted areas, effectively promoting the overall industrialization level [2] - These efforts are aimed at bolstering the global influence and competitiveness of China's Beidou system [2]

Core Insights - The report indicates a strong growth trend in China's BeiDou industry, with a steady increase in the comprehensive index and expanding application penetration across multiple fields [1][4] Industry Growth - The comprehensive index for the BeiDou industry is projected to reach 1579 points by 2025, reflecting a year-on-year increase of 10.34% [4] - The marketization, industrialization, and internationalization indices related to BeiDou have seen significant growth, each exceeding 60% compared to 2020 [4] Application Expansion - The demand for BeiDou applications is notably increasing due to the digital transformation across various industries, with the overall output value of the satellite navigation and positioning service industry expected to reach 575.8 billion RMB in 2024, marking a year-on-year growth of 7.39% [5] - A preliminary application system for the BeiDou industry has been established, integrating with digital economy, low-altitude economy, and artificial intelligence [7][9] Infrastructure Development - By the end of 2024, China will have 50 BeiDou navigation satellites in orbit, including 15 BeiDou-2 satellites and 35 BeiDou-3 satellites, enhancing the foundation for BeiDou applications [9] - The ongoing deployment of new generation space-based infrastructure is expected to facilitate further innovations in BeiDou technology and applications [11] Policy Support - Various supportive policies have been introduced during the 14th Five-Year Plan period, particularly in smart vehicles, artificial intelligence, and geographic information services, to promote the large-scale application of BeiDou [11] Market Evolution - The large-scale application of BeiDou has entered a new phase of marketization, industrialization, and internationalization, driven by continuous national and local policy support [14] - The BeiDou system has significantly improved meteorological data collection accuracy, with the wind measurement precision enhanced to below 0.3 meters per second [16] Device Adoption - As of mid-2023, the number of various types of BeiDou terminal devices exceeded 33 million units, an increase of over 6 million units compared to the same period last year, representing a year-on-year growth of over 22% [18] Future Prospects - The integration of BeiDou with 5G, cloud computing, big data, and artificial intelligence is expected to generate new digital application scenarios and innovative intelligent service products and models [20]

Core Insights - The report indicates that by the first half of 2025, the number of various types of Beidou terminal devices (excluding consumer electronics) in China will exceed 33 million units, representing an increase of over 6 million units year-on-year, with a growth rate exceeding 22% [1] - The Beidou industry is experiencing deepening application across 14 key sectors, with terminal device applications exceeding 30 million units, reflecting a year-on-year growth of over 27% [1] - The comprehensive index of the Beidou industry has reached 1579 points by the first half of 2025, showing a year-on-year increase of 10.34% and a growth of over 60% compared to 2020 [2] Industry Application - The penetration rate of Beidou applications is approximately 90%, with significant adoption in the consumer sector, particularly in smartphones, where over 98% of the 130 million units shipped in the first half of 2025 support Beidou positioning [1] - A total of 52 smartphone models have prioritized Beidou by default, with a shipment volume of 27.818 million units [1] - The number of passenger cars equipped with Beidou terminals has exceeded 10 million units, indicating strong integration into the automotive sector [1] User Engagement - The daily active user count for the Beidou network-assisted public service platform (A-Beidou platform) has surpassed 100 million, marking an increase of 43 million users compared to the first half of 2024, which is a year-on-year growth of approximately 75% [1] Market Outlook - The Beidou market is expected to continue its strong growth trajectory, with the comprehensive index projected to exceed 1700 points in the second half of 2025 [2]