市场监管总局表示，《北斗三号区域短报文通信用户终端技术要求与测试方法》《北斗三号区域短报文 通信用户终端信息接口第1部分：用户管理模块接口》《北斗三号区域短报文通信用户终端信息接口第2 部分：通用数据接口》等系列国家标准是北斗三号"短报文"领域制定发布的首批国家标准，标准实施一 年以来，对我国北斗"短报文"通信产业发展发挥了重要推动作用。市场监管总局将会同有关部门，加大 北斗"短报文"系列国家标准实施力度，推动北斗产业高质量发展。(人民财讯) ...

Industry Overview - The launch of the world's first Beidou priority full-frequency high-precision chip marks the entry of China's Beidou chip technology into the 2.0 era, with applications in robotics, intelligent driving, and monitoring surveying [1] - The Beidou industry has transitioned from "scale expansion" to "high-quality development," driven by technological independence, policy support, and market demand, positioning it as a core player in the global satellite navigation field [1] - The Beidou satellite navigation industry has formed a substantial market size and a complete industrial system, with an expected total output value of 575.8 billion RMB in 2024, a year-on-year growth of 7.39%, and over 80% of this value contributed by the Beidou system [1] - Daily location service requests are projected to exceed 1 billion, with the Beidou industry expected to surpass 1.2 trillion RMB by 2030, focusing on high-precision positioning services and emerging scenarios like intelligent assisted driving and low-altitude logistics [1] Company Insights - Haige Communication has established a complete industrial chain in the Beidou field, covering "chip-module-antenna-terminal-system-operation," and is one of the few domestic companies with full independent intellectual property rights, holding a 40% market share in Beidou III chips [2] - Jiahuan Technology is enhancing the electric power Beidou system through innovative applications in energy time-space management, grid equipment management, information security, and grid operation, focusing on high-precision positioning service optimization and anti-jamming testing [2]

"随着北斗规模应用的市场化、产业化和国际化进程不断推进，我国北斗产业发展呈现稳步回升态 势。"在日前举行的《2025中国卫星导航与位置服务产业发展白皮书》发布会上，中国卫星导航定位协 会会长于贤成表示。 北斗产业是卫星导航与位置服务产业的核心组成部分。数据显示，2024年我国卫星导航与位置服务产业 总体产值达5758亿元，同比增长7.39%。其中，与卫星导航技术研发和应用直接相关的芯片、器件、算 法、软件、导航数据、终端设备、基础设施等在内的产业核心产值同比增长5.46%，达1699亿元，在总 体产值中占比为29.51%；由卫星导航应用和服务所衍生带动形成的关联产值同比增长8.21%，达到4059 亿元，在总体产值中占比达70.49%。 于贤成表示，2024年，国民经济运行稳中有进，经济结构持续优化，产业升级加速推进，各行业数字化 转型和智能化升级，对卫星导航设备及时空数据的需求持续释放，为北斗时空信息应用与服务市场发展 持续注入新活力。同时，多项政策推动北斗在行业领域和大众消费领域深化应用，使市场活跃度不断增 强。 不过，北斗产业发展依然面临挑战。一方面，部分细分领域因技术标准化进程滞后、同质化竞争引发价 ...