国泰海通证券认为，北斗系统作为我国自主可控的战略性时空基础设施，凭借技术领先性与政策持续驱 动，已在多领域形成规模化应用势能。当前，驱动北斗产业发展的主要推手已转变为下游应用场景的爆 发，北斗技术在交通、低空经济等场景的赋能正重塑产业发展格局。看好以"北斗+"的融合创新技术， 在专业或大众应用领域构建差异化竞争力的信息化数智企业。 9月24日上午，第四届北斗规模应用国际峰会在湖南株洲开幕。本届峰会将集中推介"五个一"成果，包 括：首发一批北斗规模应用的新技术、新产品、新应用，发布《北斗产业发展蓝皮书(2025年)》和北斗 规模应用典型案例，成立"北斗实验室联盟"等。作为全国北斗应用先行先试省份，湖南2024年实现北斗 产业总产值610亿元，全国占比达10.6%。 ...

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].