Industry Overview - The Ministry of Industry and Information Technology and the State Administration for Market Regulation released the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026," which aims to build a precision time-space information service system based on Beidou [1] - The plan emphasizes the deep integration of Beidou with AI, intelligent connected vehicles, and low-altitude economy, facilitating digital transformation across various sectors [1] - Key application areas include industrial, cultural tourism, education, health, and smart cities, promoting Beidou solutions in intelligent transportation, unmanned agricultural machinery, low-altitude monitoring, and emergency rescue [1] Market Trends - The Beidou industry is characterized by three development trends: scaling, intelligence, and globalization [2] - By 2025, the total output value of the Beidou industry is expected to reach 500-600 billion yuan, representing a nearly 50% increase from 2020, with an average annual compound growth rate exceeding 10% [2] - By 2030, the industry scale is projected to exceed 1.5 trillion yuan, with high-precision positioning services, low-altitude economy, and the metaverse emerging as core growth points [2] Company Insights - Companies such as Qiming Information and Guobo Electronics are highlighted as key players in the Beidou industry [3]