科技日报北京5月18日电 （记者操秀英）18日，中国卫星导航定位协会发布《2025中国卫星导航与位置 服务产业发展白皮书》。白皮书显示，2024年我国以北斗为核心的卫星导航与位置服务产业总体产值达 到5758亿元，同比增长7.39％。其中，包括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达到1699亿元。 白皮书称，下一代北斗系统和国家综合时空体系都将在2035年前建设完成。从时空服务产业当前及未来 发展的视角来看，应进一步大力推进北斗在各行业各领域的深化融合应用，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，这些都是当前数字经济发展背景下推动北斗 应用发展与产业生态建设的关键。 白皮书称，随着北斗产业的快速发展，我国卫星导航专利年度申请量持续增长。最新数据显示，截至 2024年底，我国卫星导航专利申请总量已突破12.9万件，同比增长4.8%，继续保持全球领先。 2024年，北斗系统应用规模进一步提升。截至2024年底，全国约2.88亿部智能手机支持北斗定位功能， 占比达98%；大众地图软件基于北斗高精度的车道级导 ...

Group 1 - The Ministry of Industry and Information Technology emphasizes accelerating the research and application development of 5G-A and 6G technologies to empower the construction of a modern industrial system [1] - The focus is on meeting the needs of enterprise development, fostering new productive forces, and promoting the industrial internet to support the high-end, intelligent, and green development of manufacturing [1] - There is an emphasis on international cooperation, deepening exchanges in technology, standards, industry, and policy, and actively participating in global digital governance [1] Group 2 - The People's Bank of China is committed to supporting the high-quality economic and financial development of Beijing, aiming to create a favorable monetary and financial environment [2] - The central bank will continue to promote the construction of a strong central bank and national financial management center, enhancing Beijing's international influence in finance [2] Group 3 - The output value of China's satellite navigation and positioning services industry reached 575.8 billion yuan in 2024, with a year-on-year growth of 7.39% [3] - The number of satellite navigation patent applications in China exceeded 129,000 by the end of 2024, maintaining a global leading position with a growth of 4.8% [3] Group 4 - The International Thermonuclear Experimental Reactor (ITER) has completed the construction of its superconducting magnet system, marking a significant milestone in the pursuit of controlled nuclear fusion energy [4] - The magnet system's central solenoid is 18 meters tall and has a magnetic field strength of 13 Tesla, capable of lifting an aircraft carrier [4] Group 5 - The Ministry of Transport is advancing the electric heavy truck separation model and new energy heavy truck transportation pilot demonstrations [5] - As of now, 6,527 charging parking spaces and 35,000 charging piles have been established nationwide, covering 98% of highway service areas [5] Group 6 - The first batch of floating rate funds has been officially submitted, indicating the practical implementation of fee reforms [6][7] - The growth rate of social financing has accelerated, and the issuance of special government bonds has begun, providing support for social financing [7] Group 7 - The BeiDou system has entered the standard systems of 11 international organizations, expanding its international presence [8] Group 8 - The average return of index-enhanced private equity products reached 6.42% as of the end of April, with an average excess return exceeding 9% [9] Group 9 - Key investment directions in mergers and acquisitions include strengthening leading technology companies, industry consolidation in traditional sectors, and increased willingness for state-owned enterprises to engage in mergers and acquisitions [10] Group 10 - The C919 aircraft has launched a new regular commercial route between Shanghai Hongqiao and Shenzhen, marking its official operation in this route [11]

Group 1: Satellite Navigation Industry - The overall output value of China's satellite navigation and positioning service industry is expected to reach 575.8 billion RMB in 2024, representing a year-on-year growth of 7.39% [3] - The Beidou system has entered a new stage of large-scale application, integrating into key national infrastructure sectors such as electricity, communication, and transportation, as well as consumer and shared economy fields [3] - Domestic sales of satellite navigation positioning terminal products are projected to exceed 410 million units in 2024 [3] Group 2: Postal and Express Delivery Industry - From January to April, China's postal industry completed a cumulative delivery volume of 67.4 billion items, marking an 18.3% year-on-year increase [5] - The express delivery volume during the same period reached 61.45 billion items, with a year-on-year growth of 20.9% [5] - The international and Hong Kong, Macau, and Taiwan express delivery volume reached 1.35 billion items, showing a significant year-on-year increase of 25.4% [6] Group 3: Strategic Emerging Industries in Beijing Daxing - The Daxing District government in Beijing has signed a cooperation agreement to establish a fund of 4 billion RMB, focusing on strategic emerging industries such as life health, hydrogen energy, commercial aerospace, advanced manufacturing, and digital economy [9] - This new fund aims to enhance the development of strategic emerging industries and future industries in Daxing, creating a comprehensive industrial chain ecosystem [9]

Core Insights - The Beidou system continues to empower various industries in China, achieving new advancements and breakthroughs in applications [1][3] - The total output value of China's satellite navigation and positioning service industry is projected to reach 575.8 billion RMB in 2024, with a year-on-year growth of 7.39% [1][3] - The number of satellite navigation patent applications in China has surpassed 129,000, maintaining a global leadership position with a year-on-year increase of 4.8% [4] Industry Growth and Structure - The core output value of the industry, including chips, devices, algorithms, software, navigation data, terminal equipment, and infrastructure, reached 169.9 billion RMB, with related output driving an additional 405.9 billion RMB [3] - The total number of enterprises and institutions in related fields is nearing 20,000, employing nearly one million people [3] Application and Innovation - In 2024, approximately 13.5 million Beidou terminal devices have been promoted in transportation sectors, enhancing operational efficiency by 25% in automated port operations [5][6] - The total sales of satellite navigation positioning terminal products exceeded 410 million units, with smart phones accounting for 294 million units [5][6] International Expansion - The Beidou system is accelerating its internationalization, with services and products exported to over 140 countries and regions [6][7] - The system has entered the standard frameworks of 11 international organizations, expanding its global influence [7] Future Development - The next generation of the Beidou system and the national comprehensive spatiotemporal system are expected to be completed by 2035, focusing on more advanced technology and improved services [7]

作为联合国认可的全球卫星导航系统核心供应商，北斗系统全面进入民航、海事、移动通信等11个国际 组织的标准体系，并持续扩大国际"朋友圈"。目前，尼日利亚、突尼斯、塞内加尔等30多个非洲国家已 建设北斗CORS站。(央视新闻) ...

Group 1: Market Overview - The recent market rally, characterized by a surge in financial stocks, is misleading as 2800 stocks are declining despite the Shanghai Composite Index breaking 3400 points [1][3] - The financial sector's performance is driven by speculative trading, with institutions adjusting their positions while retail investors are left holding the bag [3] Group 2: Sector Analysis - Shipping and chemical sectors are highlighted as the real opportunities, with Ningbo Shipping experiencing significant price increases due to rising freight costs [3] - Bromine prices have doubled in six months, driven by demand from the electric vehicle and semiconductor industries, indicating strong growth potential in the chemical sector [3] Group 3: Investment Strategy - Financial stocks' rebound is seen as an opportunity to reduce exposure, while pullbacks in shipping and chemical stocks should be viewed as buying opportunities [4] - Maintaining a cash reserve of 20% is advised to capitalize on potential market dips following the Federal Reserve meetings [4]

5月13日，A股主要指数今日涨跌不一，截至收盘，沪指涨0.17%报3374点，深证成指跌0.13%，创业板指跌0.12%。沪深两市全天成交 额1.29万亿，较上个交易日缩量169亿。全市场超3200股下跌。 | © 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3374.87 | +5.63 | +0.17% | | 399001 | 深证成指 | 10288.08 | -13.08 | -0.13% | | 399006 | 创业板指 | 2062.26 | -2.45 | -0.12% | 盘面上，中美关税降幅超预期叠加欧美航线迎来集装箱发运旺季，港口航运板块爆发，国航远洋涨超23%；传头部光伏厂家减产挺 价，光伏设备板块走高，协鑫集成涨停；银行股走高，重庆银行涨超4%；基因测序板块走强，贝瑞基因等多股涨停；互联网电商、BC 电池、贵金属、服装家纺等板块上涨。 另外，军工板块回调，奥普光电跌停；卫星导航板块走低，莱赛激光跌超10%；小金属、6G概念、低空经济、飞行汽车等板块下跌。 具体来看： 消息面上， ...

Core Insights - The commercial aerospace industry in China is entering a growth phase, with maturing technologies and decreasing operational costs, leading to increased manufacturing capacity [1] - The company Sinuo Navigation is experiencing rapid growth in high-precision satellite navigation chip sales, benefiting from the expansion of commercial satellite applications [2] Group 1: Sales and Revenue Growth - Sinuo Navigation's high-precision GNSS board/module sales are projected to reach 196,600 units in 2024, a year-on-year increase of 15.92%, with revenue of 59.65 million yuan and a gross margin close to 50% [2] - The overall value of China's satellite navigation and positioning service industry reached 536.2 billion yuan in 2023, a 7.09% increase from 2022, with core outputs related to satellite navigation technology growing by 5.5% to 161.1 billion yuan [2] Group 2: Technological Advancements - The latest high-precision chip developed by Sinuo Navigation utilizes 22nm technology, offering advantages in integration, performance, power consumption, and cost [4] - The company has invested 102 million yuan in R&D for 2024, a 20.29% increase, with R&D expenses accounting for 24.79% of revenue, up by 4.13 percentage points [4] Group 3: Market Expansion and Applications - Sinuo Navigation is expanding its business into emerging fields such as drones, smart driving, and IoT, leveraging its technology to capture opportunities in agriculture and logistics [3] - The company has sold products to over 140 countries and regions, with overseas revenue of 98.2 million yuan and a gross margin of 69.88%, significantly higher than domestic margins [5] Group 4: Future Trends - The integration of multi-sensor technology is expected to expand the application fields of high-precision satellite navigation, moving from industrial to consumer-level applications [6] - The company is focusing on the fusion of inertial navigation, laser, and visual technologies with RTK technology to enhance product differentiation and competitive advantage [6]

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].

Core Viewpoint - The development of China's BeiDou Navigation System has reached a significant milestone with the successful launch of the last two satellites, marking the completion of the BeiDou-3 global satellite navigation system project. The focus will now shift towards the next generation of the BeiDou system and the establishment of a comprehensive spatiotemporal system by 2035 [1][4]. Group 1: BeiDou Satellite Development - The BeiDou Navigation System, developed by the China National Space Administration and China Aerospace Science and Technology Corporation, provides global navigation, positioning, and timing services [1]. - As of the end of 2024, China has conducted 47 launches, placing a total of 60 satellites into orbit, with 50 currently operational and 10 retired [4]. Group 2: BeiDou Industry Index Growth - The 2024 China BeiDou Industry Development Index Report indicates that the comprehensive index reached 1431 points in the first half of 2024, reflecting a growth of over 470% since 2013, over 19% since 2021, and over 9% since the first half of 2023 [5][8]. Group 3: Application Penetration in Various Fields - The demand for BeiDou applications has significantly increased due to the digital transformation across various sectors, with over 27 million BeiDou terminal devices (excluding consumer electronics) in use as of mid-2024, marking a year-on-year increase of 17.4% [9]. - Over 98% of the 139 million smartphones shipped in the first half of 2024 support BeiDou positioning, indicating its integration into consumer products [9]. Group 4: Regional Development Concentration - The development of the BeiDou industry is concentrated in five key regions: Beijing-Tianjin-Hebei, Guangdong, the Yangtze River Delta, the western region centered around Chengdu and Chongqing, and the Central China region including Zhengzhou, Wuhan, and Changsha, with Beijing-Tianjin-Hebei and Guangdong being the most prominent [10].