Group 1: Company Strategy and Vision - The company aims to become a global leader in high-precision products and services in the spatial information field, focusing on the global development of the BeiDou navigation industry [1] - The new strategy, termed "121," revolves around two core business directions: BeiDou high precision and BeiDou mobile internet, along with a comprehensive service platform [1] Group 2: High-Precision Applications - Traditional high-precision applications include disaster monitoring, surveying, precision agriculture, and machinery control, which occupy a significant position in the satellite navigation market [2] - The emergence of "pan-high precision applications" expands the application fields significantly, with positioning accuracy ranging from millimeters to about 1 meter [2] Group 3: Opportunities for Chinese Enterprises - BeiDou is positioned as the most favorable system for promoting high-precision applications globally, particularly in the Asia-Pacific region, which is expected to be the most active GNSS market in the next decade [2] - The development of BeiDou provides Chinese enterprises with opportunities to catch up in the high-precision application market, as Western companies have historically overlooked this region [2] Group 4: Development Path of BeiDou Industry in China - National policy support is crucial for the development of the BeiDou industry, as it is considered a strategic resource for national economic and social development [3] - The BeiDou system's development will follow a marketization process, similar to that of the GPS system, to ensure its global reach [3]
合众思壮(002383) - 2014年6月26日调研活动附件之投资者调研纪要