The landing of the "5G+" project has driven the explosive growth of the industrial chain, and this company is a pioneer in this field
It is learned that the second Beidou Scale Application International Summit will be held in Hunan, this summit is co-hosted by relevant departments, at this summit, 92 major projects will be signed and released on site, with a total investment of 50.2 billion yuan, which will help the development of Hunan Beidou industrial agglomeration.
First, the "5G + Beidou" project has officially landed, which will form an industrial chain pulling effect and become another new growth point
Beidou navigation system is the third global positioning navigation system after GPS positioning system and GLONASS satellite navigation system, which is independently built and operated by the mainland, and the localization rate of Beidou-3 satellite core components has reached 100%.
The Beidou system can not only free the mainland from its excessive dependence on the GPS system, but also help the military industry to further open up a larger civilian market. At present, the Beidou-3 navigation system has been applied in more than 120 countries and regions around the world, and the daily positioning volume of Beidou satellites called by navigation maps exceeds 300 billion, exceeding the second place GPS by more than 30%.
The Beidou system provides more accurate positioning services than GPS in low-latitude areas, and Southeast Asia and South Asia covered by low-latitude areas are the main areas along the "Belt and Road". With the construction and promotion of the "Belt and Road", the application of Beidou system is expected to continue to expand to other parts of the world, further expanding the internationalization of Beidou.
At the same time, the integrated development of "5G + Beidou" is becoming a new trend. The basic technology and theory related to "5G + Beidou" have been available, and after the "5G + Beidou" project officially lands in the future, it may form a large-scale and mature industrial chain pulling effect and become another new growth point.
Second, the overall output value of mainland satellite navigation and location service industry has reached 500.7 billion yuan in 2022
In recent years, the radiation driving role of Beidou system in economic and social development has been significantly enhanced, and the depth and breadth of application have continued to expand, and it has entered the key stage of marketization, industrialization and international development of large-scale application. It is reported that many industries, departments and provinces have included the application of Beidou into the "14th Five-Year Plan". The mainland's Beidou system has completed a comprehensive networking, and has signed cooperation with 137 countries, and the global market will also usher in an outbreak.
According to the "2023 China Satellite Navigation and Location Service Industry Development White Paper" released by the China Satellite Navigation and Positioning Association, the overall output value of the mainland satellite navigation and location service industry will reach 500.7 billion yuan in 2022.
After the Beidou-2 network in 2012, there was a round of related military orders, and it is expected that the large-scale replacement orders of Beidou-3 will begin to be released in early 2023, reaching a peak in 24-25 years. From top to bottom, Beidou chips will be the first to benefit.
Ning Caishen carefully screened four companies and is expected to become an industry leader!
The first one: Tianyin Electromechanical
Beidou as a constantly improving, powerful navigation and positioning system, interference and anti-jamming is a long-term, inevitable contradiction, with the popularity of Beidou navigation and the electromagnetic environment is becoming more and more complex, Beidou navigation signal electromagnetic spectrum security will become an important market segment, the company in the field of electronic spectrum security has a more obvious technical advantages.
The second one: Shanghai Hugong
The company has a wholly-owned subsidiary, Shanghai Huhang Satellite Technology Co., Ltd., which is mainly engaged in commercial satellite assembly integration, aerospace product core components design and manufacturing services, and is one of the few private satellite companies with 500kg-level commercial satellite assembly site conditions. The company has rich project experience, and its users are widely distributed in aerospace units based on satellite mission development.
The third family: United Think
The company plans to acquire Tianpai Electronics for 600 million yuan, which is mainly engaged in the development of car navigation multimedia products, and this acquisition will further expand the application of the company's Beidou mobile Internet business in the field of car navigation.
The fourth family: Infront Micro
Develop and sell BeiDou industry-specific software and hardware systems based on BeiDou chips to provide users with chip products and complete supporting solutions; Yuxin Technology, a holding subsidiary, launched a new product-split-Beidou data transmission terminal, and its Beidou remote power meter reading system has been tried and sold in the power industry, and the related technology has been officially authorized by the State Patent Office.
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