新兴业务板块逐步取得成效 2026年1月23日晚间，中科星图股份有限公司（以下简称"中科星图"）发布2025年业绩预告，预计公司2025年实现营业收 入25亿元至27.5亿元，归属于母公司所有者的净利润为0.3亿元至0.45亿元。 本报记者贺王娟 对于去年的业绩表现，中科星图称，主要受到公司战略转型、研发投入加大等因素影响。具体来看，中科星图表示当前公 司主营业务结构正处于战略转型与新旧动能转换的关键阶段，传统业务受市场需求及行业技术演进阶段性影响，市场拓展节奏 大幅放缓，导致公司收入增长不及预期。但是，随着公司商业航天、低空经济等战略性新兴产业业务持续增长，公司有望逐步 扭转业务发展趋势。 当前以数字地球为核心的地理信息板块，仍是中科星图稳步发展的"核心基石"。但随着市场环境的变化；在政策、技术、 市场的共同发力下，地理信息产业也迎来了全新变革，商业航天与低空经济的强势崛起，为传统的地理信息产业发展注入强劲 动力。 据悉，作为"一体"核心，中科星图地理信息板块仍贡献主要营收，虽受市场需求影响增速阶段性放缓，但在2025年中科星 图"两翼"业务，即商业航天与低空经济业务板块，实现从"0"到"1"的突破，并逐步 ...

Group 1 - The Ministry of Natural Resources has initiated pilot projects in six cities to test high-precision maps for intelligent connected vehicles, aiming to establish a standard system for autonomous driving maps [1] - Currently, L3-level and below autonomous driving map products are widely used in major cities, with some pilot cities supporting L3-level and above products, indicating a deepening application of maps in autonomous driving scenarios [1] - A comprehensive geographic base map has been created, integrating 24 types of natural resource information, marking a transition from a traditional geographic information service platform to a comprehensive natural resource service platform [1] Group 2 - The geographic information industry in China is experiencing robust growth, with an expected total output value exceeding 900 billion yuan by the end of the 14th Five-Year Plan, representing over 30% growth compared to the 13th Five-Year Plan [2] - A preliminary establishment of a three-dimensional real-world model supports the construction of a digital China, integrating technology and data from design to application [2] - The three-dimensional real-world model serves as a fundamental element for digital economy and smart cities, with nationwide coverage of terrain-level mapping and urban three-dimensional digital mapping [3] Group 3 - A national satellite navigation positioning reference station network has been established to enhance BeiDou navigation services, with a new management regulation set to take effect from January 1, 2026 [3] - The regulation aims to standardize the management of reference stations, ensuring reasonable layout and avoiding redundancy in construction [3] - The BeiDou application and reference service centers will provide high-precision positioning services for various sectors, with daily professional services exceeding ten million times [3]

Core Insights - The core viewpoint of the article highlights the continuous enhancement of geographic information public services in China, with the geographic information industry expected to exceed 900 billion yuan in total output value by the end of the 14th Five-Year Plan period [1] Group 1: Geographic Information Services - During the 14th Five-Year Plan period, China has strengthened the supply of geographic information services, with a total of 8.09 million resource directories published nationwide [1] - The total number of standard maps published across the country has reached 13,000 [1] - A three-tier service structure has been established at the national, provincial, and municipal levels [1] Group 2: Emergency Mapping and Technological Advancements - The emergency mapping support system has been improved, enabling the acquisition of high-resolution remote sensing images within 6 hours of an emergency and the provision of initial emergency mapping results within 12 hours [1] - The "Tian Map" has undergone a complete revision, integrating 24 thematic information types such as planning and geological surveys onto a single geographic base map [1] - Breakthroughs in surveying equipment development have been achieved, with products like drone photogrammetry systems and high-precision total stations reaching international standards [1] Group 3: Industry Development and Applications - The geographic information industry is thriving, with the establishment of an automatic driving map standard system that covers L3-level and below autonomous driving map products in major cities [1] - Innovative applications in areas such as smart logistics, smart cities, and digital rural construction are continuously deepening [1]

Core Insights - The geographic information industry in China is expected to exceed 900 billion yuan in total output value during the 14th Five-Year Plan period, with over 4 million employees in the sector [1][3] - A national integrated surveying and mapping benchmark system has been established, with the number of Beidou-based national satellite navigation positioning benchmark stations expanded to 7,000, providing high-precision positioning services across various industries [1] - The demand for mapping and positioning services has surged due to the development of emerging industries, with the national geographic information public service platform, Tianmap, experiencing over 1 billion daily visits to its map service interface [3] Industry Developments - The next steps involve enriching three-dimensional data resources and constructing a smart surveying and mapping technology system, as well as building new spatial-temporal information infrastructure to leverage the value of new production factors [3] - The application of surveying and geographic information in low-altitude economy, autonomous driving, and platform economy is deepening [3] - L3-level and below autonomous driving map products are widely used in major cities across the country, with some pilot cities developing map products that support L3-level and above autonomous driving [3]

Group 1 - The core viewpoint of the article is that Meiyan Jixiang (SH 600868) held its 25th meeting of the 11th Board of Directors on December 15, 2025, to discuss the proposal for the board's re-election [1] - For the year 2024, the revenue composition of Meiyan Jixiang is as follows: hydropower accounts for 62.74%, geographic information industry for 23.39%, biogas business for 9.16%, other businesses for 2.88%, and titanium coating for 1.84% [1] - As of the report date, the market capitalization of Meiyan Jixiang is 7.3 billion yuan [1]

Group 1 - The company Meiyanji Xiang (SH 600868) announced that its 11th Board of Directors' 24th meeting was held via telecommunication on November 19, 2025 [1] - For the year 2024, the revenue composition of Meiyanji Xiang is as follows: hydropower accounts for 62.74%, geographic information industry for 23.39%, biogas business for 9.16%, other businesses for 2.88%, and titanium coating for 1.84% [1] - As of the report date, the market capitalization of Meiyanji Xiang is 5.9 billion yuan [1]

Core Insights - The construction of a "three-dimensional Zhenjiang" is accelerating as the city approaches the completion of a 404.42 square kilometer realistic 3D project by 2025, marking a significant step in its digital transformation [1][6] Group 1: Urban Planning Transformation - The shift from 2D blueprints to 3D models is revolutionizing urban planning, utilizing high-precision oblique photography and laser scanning to create measurable and analyzable urban spaces [2] - In the Zhenjiang Honor Hotel project, a 0.03-meter resolution oblique photography model was used to accurately replicate a 1 square kilometer area, enhancing planning efficiency and scientific accuracy through tools like BIM integration and sunlight simulation [2] Group 2: Project Management and Approval Process - The implementation of a "multi-measurement integration" information platform has transformed project approvals from traditional 2D methods to 3D visual management, significantly improving accuracy and transparency [3][4] - Potential investors can now view land conditions in a 360-degree format and access planning conditions in real-time, streamlining the approval process and fostering a better business environment [3][4] Group 3: Urban Safety and Infrastructure Management - The integration of 3D modeling with IoT and AI technologies enhances urban safety management, particularly in addressing challenges like aging infrastructure and flood risks [5] - A 3D underground pipeline system has been developed to accurately locate 18 kilometers of old pipelines, reducing excavation areas by 60% and minimizing traffic disruptions [5] - During the rainy season, a flood prevention system utilizing real-time water level data and 3D models improved response times, reducing water accumulation duration from hours to 40 minutes, thus enhancing emergency response efficiency by 50% [5] Group 4: Future Prospects - The ongoing development of realistic 3D models in Zhenjiang is not only a response to the digital China strategy but also a profound practice of urban digital transformation, with plans for further integration into smart city management and community governance [6]

Core Insights - The Beidou system is becoming a crucial driver for economic and social development in China, with its integration into various industries accelerating through "Beidou+" innovations [1][2] - The geospatial information industry in China is projected to exceed a total output value of 850 billion yuan in 2024, with a compound annual growth rate of 5.6% over the past five years [2] Group 1 - The Beidou system is deeply integrated with the geospatial information industry, providing high-precision temporal and spatial benchmarks while also promoting the widespread application and industrialization of Beidou technology [2] - The cumulative shipment of domestic Beidou-compatible chips and modules has surpassed 500 million units, with over 1.5 billion terminal products (including smartphones) equipped with Beidou positioning capabilities [5] - In 2024, the domestic smartphone shipment is expected to reach 286 million units, with over 98% supporting Beidou positioning, establishing Beidou as a standard configuration in consumer products [5] Group 2 - The Beidou system is expanding its international presence, having signed multiple cooperation agreements with countries such as Russia, Pakistan, and Saudi Arabia, and exporting products to over 140 countries and regions [5] - Beidou has entered the standard systems of 13 international organizations, including civil aviation and maritime sectors, showcasing its role in promoting a community with a shared future for mankind [5]

Core Insights - Shandong Province's Industrial and Information Technology Department has officially recognized the "Shandong Digital Economy Industry Innovation Center," with the Lunan Institute of the Shandong Provincial Bureau of Geology and Mineral Resources being awarded this status [1] Group 1: Digital Economy Development - The Lunan Institute has seized opportunities in digital economy development, establishing high-end research platforms such as the Geographic Information Digital Twin Innovation Laboratory and the Shandong Data Open Innovation Application Laboratory [1] - The institute has formed a professional R&D team with "Double Soft" certification and qualifications for classified information system integration, achieving breakthroughs in areas like 3D construction, remote sensing dynamic monitoring, and digital platform development [1] Group 2: Achievements and Recognition - The institute's achievements have garnered several provincial honors, including recognition as one of the top ten innovative application scenarios in 3D construction in Shandong, creating a significant demonstration effect [1] Group 3: Future Plans - The Lunan Institute plans to leverage the establishment of the digital economy industry innovation center to enhance R&D in digital technologies and data resource integration, promoting the deep integration of new-generation information technologies such as geographic information, digital twins, and artificial intelligence with the real economy [1]

Industry Overview - The second China Surveying and Geographic Information Conference will be held from November 5 to 7 in Deqing County, Zhejiang Province, focusing on topics such as the new quality development of the geographic information industry, global applications of Beidou, and technological innovation [1] - The accompanying expo will feature over 20,000 square meters of exhibition space, showcasing cutting-edge technologies and industry solutions related to remote sensing satellites and Beidou applications [1] Market Potential - Huatai Securities believes that the Beidou navigation application industry in China has broad prospects, driven by the increasing demand from smartphones, consumer electronics, and specialized industries [1] - Key performance indicators for upstream core components, terminal equipment manufacturing, software services, and application core manufacturers are expected to be realized [1] - Future catalytic events for the sector include the networking of Beidou backup satellites, increased penetration rates of Beidou models, and breakthroughs in vehicle-mounted high-precision navigation technology [1] Company Insights - SuperMap Software focuses on the research and development of geographic information software and spatial intelligence application services [1] - Beidou Star Communication provides value-added information services such as navigation and positioning through its self-developed Beidou satellite navigation operation service platform [1]