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国泰海通:加速向多行业、多场景渗透 看好“北斗+”融合创新技术应用发展落地
Zhi Tong Cai Jing· 2025-09-05 02:47
Core Insights - The Beidou system is recognized as a strategic time-space infrastructure in China, with significant applications across various sectors driven by technological leadership and continuous policy support [1][2] - The main driver of the Beidou industry has shifted to the explosion of downstream application scenarios, reshaping the development landscape of the industry [1][2] Industry Overview - The Beidou satellite navigation system has achieved global coverage and compatibility through a "three-step" strategy, leading to deep penetration in multiple industries and the formation of scale effects [2] - The Beidou industry is entering a critical phase of marketization, industrialization, and internationalization, with the penetration rate of Beidou's integrated applications expected to increase further [2] Technological Advancements - The Beidou system has become a global leader in navigation systems, supported by continuous policy backing and technological breakthroughs, accelerating its penetration into various industries and scenarios [2] - Key advantages of the Beidou system include mixed constellations, multi-frequency signals, and integrated navigation, enhancing its competitive position globally [2] Application in Transportation - The application of Beidou in the transportation sector is becoming a core growth driver, with the integration of Beidou and 5G technologies advancing autonomous driving to L3+ levels [3] - Beidou's free-flow technology addresses challenges in smart highway tolling, providing essential support for traffic management in the era of electric vehicles [3] Company Focus - Information Development is focusing on the "Beidou + AI" strategy to promote innovative and large-scale applications of Beidou navigation technology in the transportation sector [3] - The company is actively expanding its business in Beidou applications and traffic big data, enhancing the application of Beidou free-flow technology and building a vehicle networking platform [3]
河南卫星导航定位系统推动多领域智能化升级
Core Viewpoint - The upgraded BeiDou-3 satellite navigation positioning reference service system in Henan Province marks a new stage in high-precision spatiotemporal information services, showcasing innovative applications in various fields such as smart logistics, disaster prevention, and smart agriculture [1][4]. Group 1: System Overview - The BeiDou satellite navigation positioning reference service system is a crucial part of the modern surveying reference system and an important national space infrastructure [1][4]. - The system was initially launched in 2018 based on the BeiDou-2 satellite platform, and after the completion of the BeiDou-3 global satellite navigation system in 2020, Henan upgraded 246 reference stations and data centers [1][4]. - The new system, set to be officially launched in December 2024, offers higher precision, stronger stability, and broader compatibility, providing precise spatiotemporal information support for the economic and social development of Henan Province [1][4]. Group 2: Application Examples - In water conservancy, the Henan Surveying Institute developed an integrated deformation monitoring system using BeiDou-3 and 5G technology for real-time warning of dam deformations [2][5]. - In smart logistics, the An'yang Tobacco Logistics utilized high-precision BeiDou positioning terminals to optimize delivery routes, significantly reducing logistics costs and improving delivery efficiency [2][5]. - In green energy, Huaneng Power's Henan branch created a vehicle management system for new energy stations, achieving high-precision monitoring and management of production vehicles [2][5]. - A geological disaster monitoring platform based on "BeiDou + 5G" was developed for real-time monitoring of geological disaster points, enhancing monitoring efficiency and warning capabilities [2][5]. - The Henan Surveying Institute also utilized BeiDou reference stations for atmospheric water vapor data inversion, enabling minute-level precipitation monitoring for rapid weather forecasting [2][5]. - In emergency medical services, a 120 emergency support system was developed for high-precision positioning of ambulances, improving response times and efficiency [2][5]. Group 3: Future Goals - The Henan Provincial Natural Resources Department aims to leverage the BeiDou system to align with the "Four Highs and Four Strives" objectives, further consolidating achievements, innovating technology, expanding applications, and optimizing services to support the modernization of Henan [3][7].