摘要 华测导航在高精度 GNSS 算法和软件建设方面优势显著，拥有高精度定 位芯片技术平台和全球星地一体增强网络服务平台，聚焦导航定位授时、 地理空间信息及封闭和半封闭场景的自动驾驶三大技术方向。 公司产品覆盖建筑施工、测量测绘、农业作业、位移监测及智能驾驶等 领域，通过先入布局和市场占有率提升，实现了不同产品体系之间增长 点的切换，并积极拓展海外市场，海外产品价格较国内高 15-20 个百分 点，提升整体毛利率。 华测导航建立了强大的国内外渠道网络，通过国际代理商大会和本地化 团队建设，不断提升海外市场渗透率。同时，公司对标天宝进行产品战 略规划，对标华为进行管理体系建设，确保稳健发展。 公司 2021 年至 2024 年营收复合增速为 19.5%，净利润复合增速达 25.6%。预计 2025 至 2027 年归母净利润分别为 7.6 亿元、9.9 亿元 和 12.9 亿元，对应增速分别为 30.4%、30.7%和 29.3%。 高精度卫星导航产业随着城市数字化、智能化需求增加而持续扩展应用 场景，包括自动驾驶、农业开发及新兴无人化场景等，这将带动相关设 备需求上升。公司与小米、百度等车企深度合作，在智能驾 ...

Core Insights - The Beidou system has achieved a scale of 575.8 billion yuan, with nearly 50 million applications in key industries and over 2 billion units in consumer applications [1][3] - The fourth Beidou International Application Summit showcased 33 leading new products, technologies, and applications, highlighting the system's integration into daily life and various industries [2][4] Industry Development - The Beidou system's penetration rate in consumer devices such as smartphones and wearables has exceeded 70% [3] - Major industries in China have a Beidou application penetration rate of over 85% [4] - The integration of Beidou with advanced technologies like AI and low-altitude economy is expected to drive significant growth in applications [5] Technological Advancements - Beidou's positioning accuracy has improved from ten meters to sub-meter level, with global signal coverage extending to over 200 countries [6][7] - New research institutions and innovative training models are being established to support the development of Beidou technology [7][8] Educational Initiatives - The establishment of the Beidou Industry College aims to cultivate application-oriented talent, creating a comprehensive training system [8]

Core Insights - The Beidou system has achieved a scale of 575.8 billion yuan, with nearly 50 million applications in key industries and over 2 billion units in consumer applications [1][3] - The fourth Beidou Scale Application International Summit showcased the integration of Beidou technology into daily life and various industries, highlighting its rapid development and application [2][5] Industry Applications - Beidou technology is being applied across various sectors, including transportation, healthcare, agriculture, and industrial manufacturing, with an application penetration rate exceeding 85% in major domestic industries [4][5] - The summit introduced 33 new products, technologies, and applications that demonstrate the latest achievements in Beidou's core technology breakthroughs and large-scale implementation [2][4] Technological Advancements - Beidou's positioning accuracy has improved from ten meters to sub-meter level, with global signal coverage extending to over 200 countries and regions [6][7] - New research institutions and innovative training models are being established to support the continuous innovation of Beidou technology, focusing on high-precision positioning even in challenging environments [7][8] Future Development - Experts believe that the integration of Beidou with advanced technologies such as artificial intelligence and low-altitude economy will drive significant growth in new applications [5][6] - The establishment of the first Beidou laboratory alliance aims to enhance collaboration among various research institutions and promote technological breakthroughs in the Beidou field [7][8]

Core Insights - The fourth Beidou Scale Application International Summit highlighted the transition of the Beidou industry from a "distant" concept to a "nearby" reality, showcasing projects in satellite launch services, smart agriculture, and international applications [1][8] - Hunan province is emerging as a key hub for Beidou technology, with an industry scale exceeding 60 billion yuan and over one million terminal units, aiming to develop into a trillion-yuan industrial cluster [1][2] Industry Development - Hunan has established a complete ecosystem for Beidou technology, covering component research, satellite manufacturing, constellation operation, and application scenarios [2] - The province has three major Beidou industrial clusters in Changsha, Zhuzhou, and Yueyang, with over 550 key enterprises and 19 provincial-level innovation platforms [2][4] Technological Advancements - Hunan has achieved significant results in high-end chips and high-precision positioning, with a production target of 136,000 Beidou products by August 2025 [4] - The establishment of China's first Beidou laboratory alliance aims to integrate core technology research and industrial innovation [4] Application Scenarios - The summit showcased over a thousand applications, including centimeter-level positioning backpacks and smart safety helmets, demonstrating the extensive and deep applications of Beidou technology [5] - Beidou technology is enhancing safety and management in construction sites and is being integrated into smart transportation solutions like shared electric bicycles [5][7] Global Cooperation - The summit featured representatives from 24 countries, emphasizing the global outreach of Beidou services, with successful applications in countries like Egypt and Kazakhstan [8] - The signing of 22 projects during the summit indicates a commitment to international cooperation and the expansion of Beidou's global footprint [8][9]

在丰翼无人机展台，现场工作人员向上海证券报记者介绍称，目前，丰翼无人机已拓展至城市管理、医 疗急救、安防巡检等领域。"搭载北斗系统后，无人机具备覆盖广、灵活性高等特点，不仅提升物流效 率，还能覆盖传统运输难以抵达的区域。" ◎记者 夏子航 "在本次峰会上，我们推出了全新一代北斗三号短报文通信SoC芯片，进一步提升了芯片捕获卫星信号 的速度，首次捕获时间不超过2秒。"9月25日，华大北斗董事长孙中亮一边说着，一边向上海证券报记 者现场演示起来。 9月24日至25日，第四届北斗规模应用国际峰会（下称"峰会"）在湖南株洲举办。本届峰会以"同世界· 共北斗——智联时空"为主题，汇聚了24国代表团，通过5万平方米"室内+室外"双展区，将千余个北斗 应用场景搬进现实。北斗早已融入千行百业，从"天边"到"身边"，从"可用"到"好用"。 作为峰会核心亮点，展区成为北斗技术落地的"全景窗口"。112家参展企业中，中国时空、中国电信、 高德地图、华大北斗等头部企业悉数登场，无人机、无人车、人形机器人、北斗芯片等产品密集亮相。 从"天边"到"身边"： 北斗新产品新技术新应用频现 9月25日，记者走进峰会E2展馆，几套鲜艳的冲锋衣正 ...

开幕式后，丁薛祥巡视峰会展馆，察看重点领域、行业企业北斗规模应用情况。 丁薛祥表示，中国国家主席习近平强调，北斗系统造福中国人民，也造福世界各国人民。北斗系统建设 已走过31年的发展历程，特别是2020年北斗三号全球卫星导航系统正式开通以来，进入全球化发展新阶 段，服务性能全面提升，规模应用全面拓展，成为服务全球用户的重要新型基础设施。面向未来，中国 将锚定世界一流目标，努力建设技术更先进、功能更强大、服务更优质的北斗系统，让北斗赋能千行百 业、走进千家万户，更好满足经济社会发展和人民美好生活需要。 丁薛祥强调，中国愿同各方一道，坚持开放融合、协调合作、兼容互补、成果共享，推动北斗更好服务 全球、造福人类。他提出4点建议：一是加快打造北斗系统国际朋友圈，加大多双边合作力度，完善合 作机制，广泛开展学术交流，共同培养卫星导航人才，不断提升北斗系统全球应用水平。二是加快推动 发展成果普惠共享，促进北斗服务在海外落地，共建北斗应用合作中心，推进北斗在防灾减灾、精准农 业、公共安全等领域的示范应用，推动产业发展和转型升级。三是加快推进卫星导航系统兼容共用，积 极推动资源共享、优势互补，支持时空信息产业融合发展。四是加 ...

新浪科技讯 9月26日下午消息，第四届北斗规模应用国际峰会成果发布会上，千寻位置发布MC382时空 智能系列模组（简称：MC382系列模组），其内置千寻位置自研的时空智能芯片BG1101，支持持包括 北斗卫星导航系统在内的全球所有民用导航系统，具备全系统、全频点的接收能力。 据悉，该模组内置多频高精度实时动态定位引擎，依托高精度RTK+惯导融合、强抗干扰、场景专项优 化、云芯协同、高性价比等优势，尤其适用于智能割草机等对连续、稳定、可信定位有严格要求的户外 移动设备，助力实现精准、高效的自动化作业。 在针对割草机的场景测试中，MC382系列模组之一——MC382M全系统全频时空智能模组在保持相似固 定率的同时，打点精度一致性明显好于同类产品，展现出高可靠的定位性能。（文猛） 责任编辑：刘万里 SF014 ...

9月24日，在国家发改委、网信办、工信部、交通运输部和湖南省政府共同主办的第四届北斗规模 应用国际峰会上，发布了《北斗应用十大领域典型场景及案例集（2025年）》，南京市推荐的"北斗赋 能农机作业""北斗定位助力林场救灾""北斗+存量无人机精准监管应用"3个案例入选并现场发布。 在农业领域，"北斗赋能农机作业"大显身手。据了解，江苏北斗农机科技有限公司设计并建设的"六 合区农业生产社会化服务平台"，以"管服一体化"为核心，在管理端依托北斗提供的实时农机位置与作业 轨迹数据，通过农机分布监控、作业监测图、作业统计报表等功能模块，实现亩均种植成本降低约100 元，农机闲置率下降40%。在服务端面向服务组织、生产主体、农资供销单位等社会化服务参与者，利 用北斗支撑的精准作业信息记录与时空数据，提供线上作业调度、供需信息发布与匹配等服务，累计推 广终端1000余台套，服务260余万亩。 "截至目前，通过数字平台促成交易900余单，带动合作社服务面积增长30%（达8万亩），社区服 务增收超20万元/年。"江苏北斗农机科技有限公司负责人介绍。 江苏星宇芯联电子科技有限公司自主研发的头盔式北斗通信定位系统，主要应用于林草行 ...

Core Viewpoint - The Beidou Satellite Navigation System has achieved significant development in China, transitioning from non-existence to a robust presence in various sectors, with a projected application scale of 3,743 billion yuan in 2024 and 4,417.5 billion yuan in 2025 [1][4]. Industry Definition and Application - Beidou Navigation refers to the Beidou Satellite Navigation System, China's self-developed global satellite navigation system, which has been widely applied in transportation, agriculture, forestry, fisheries, disaster prevention, electricity, and finance [2][3]. Current Development Status - The demand for Beidou navigation has been steadily increasing, with applications in various fields, including high-precision positioning and automated navigation in agriculture [3][4]. Application Scale and Structure - In 2024, the Beidou navigation application scale is expected to reach 3,743 billion yuan, with related industries at 2,638.6 billion yuan and core industries at 1,104.4 billion yuan. By 2025, these figures are projected to grow to 4,417.5 billion yuan, 3,121.4 billion yuan, and 1,296.1 billion yuan, respectively [4][6]. Industry Chain - The Beidou navigation industry chain includes satellite design, manufacturing, launching, and operation, with upstream components being critical for self-control. Key suppliers include Beidou Xingtong, Guokewai, and Haige Communication [7][8]. Competitive Landscape - The Beidou navigation industry is characterized by low concentration, with many small and medium-sized enterprises participating. Major players include Beidou Xingtong, China Satellite, and Haige Communication, with market shares of 0.87%, 0.36%, and 0.33% respectively in 2024 [10][12]. Development Trends - The international competitiveness of Beidou products is improving, transitioning from trade in surveying products to providing comprehensive solutions. New applications in smart transportation and urban management are emerging, driven by the digital economy [16][17][18].

Core Insights - The fourth Beidou Scale Application International Summit showcased advancements in Beidou technology, emphasizing its integration with various industries and global collaboration opportunities [1][6]. Group 1: Technological Innovations - The newly released high-precision satellite navigation chip by Wuhan Mengxin Technology Co., Ltd. has improved signal capture speed by nearly 20 times and reduced power consumption by 40%, achieving millimeter-level positioning accuracy [2]. - Beidou's advanced capabilities in high-precision positioning and nanosecond-level timing are expected to significantly impact future industries such as embodied intelligence and low-altitude economy [2][3]. - The integration of Beidou with 5G and other technologies is forming a core technological foundation for future spatial information services, supporting innovations in smart transportation, emergency management, and smart cities [3]. Group 2: Industry Applications - Beidou technology has been deeply integrated into various sectors, with over 7,300 agricultural drones connected to the "Hunan Beidou + Drone Digital Agriculture Comprehensive Service Platform," enhancing operational efficiency and precision in agriculture [4]. - High-precision spatial intelligence based on Beidou is now incorporated into products from companies like Amap, which uses Beidou technology to provide real-time traffic updates and optimal routing [4]. - Consumer applications of Beidou technology are expanding, with over 70% of various terminals now utilizing Beidou, including smartwatches and shared bicycles [5]. Group 3: Global Expansion - Beidou's international reach has expanded to over 200 countries and regions, providing services to more than 140 countries and entering the standards systems of 11 international organizations [7]. - The transition of Beidou's international strategy is moving from equipment export to technology collaboration, standard recognition, and ecosystem building, aiming to create a reliable global high-precision service network [7][8]. - Collaborative efforts with countries in various regions, including Africa and Central Asia, are being strengthened to enhance Beidou's application and service delivery [8].