The national development and Reform Commission proposed five aspects to support the promotion and application of Beidou.
Recently, the relevant person in charge of the national development and Reform Commission said that during the 14th Five Year Plan period, the national development and Reform Commission will actively work with relevant departments to strengthen system planning and top-level design, strengthen the guiding role of the government, further improve Beidou industry development support policies, strengthen supervision and management, and promote the high-quality development of Beidou industry.
The national development and Reform Commission proposed five aspects to support the popularization and application of Beidou: first, strengthen overall planning and coordination; Second, improve laws and regulations; Third, improve standards and norms; Fourth, strengthen government support; Fifth, do a good job in publicity and promotion.
In terms of specific work, we will study and formulate laws and regulations related to satellite navigation; Accelerate the preparation and revision of relevant standards for Beidou application; Organize the implementation of major projects of Beidou industrialization; Guide financial institutions to increase credit support for Beidou industrial projects; The white paper on the development of Beidou industry was released.
On April 6, the data released by Chihiro location showed that as of March 2022, Chihiro location Beidou high-precision space-time service had been called more than 100 billion times a month, served more than 1.1 billion people worldwide, served more than 2 trillion times in total, and served more than 230 countries and regions around the world.
the total output value of Beidou industry will reach 1 trillion yuan
Beidou navigation is a global navigation system independently designed and developed by China. It is also one of the four largest navigation systems in the world. One belt, one road, is being built and provided worldwide by the end of 2018. The Beidou system can enjoy the services of all countries and regions along the “three roads”. In July 2020, the beidou-3 global satellite navigation system was officially opened.
At present, there are 45 Beidou satellites in orbit. The space and ground infrastructure have formed a relatively complete service capacity, and the industrial system has basically taken shape. Measured by the global continuous monitoring and evaluation system, the positioning, navigation and timing service of beidou-3 global satellite navigation system has advanced global performance indicators and better performance in the Asia Pacific region.
At present, China is promoting the construction of the national integrated positioning, navigation and time service (pnt) system with the next generation Beidou system as the core. By 2035, a more ubiquitous, integrated and intelligent national integrated positioning, navigation and time service system with Beidou system as the core will be built.
According to the statistics of relevant institutions, by the end of the 13th five year plan, the scale of China Spacesat Co.Ltd(600118) navigation industry exceeded 400 billion yuan. According to the competent department of China’s Beidou satellite navigation system, the average annual growth of China Spacesat Co.Ltd(600118) navigation industry has reached more than 20%. It is estimated that the total output value of China’s Beidou industry will reach 1 trillion yuan by 2025.
Beidou concept stocks fell during the year
According to the statistics of securities times and databao, there are more than 40 A shares involving the concept of Beidou navigation. From the perspective of major companies, Guangzhou Hi-Target Navigation Tech Co.Ltd(300177) deeply cultivates the Beidou satellite navigation industry and sets foot in the application scenarios of the whole Beidou industrial chain. As the leader of China’s high-precision GNSS, with the deep integration of Beidou + and other technologies, the company is expected to fully enjoy the dividend of industry growth.
Chengdu Corpro Technology Co.Ltd(300101) focuses on the development of Beidou 3 general module, Beidou 3 handheld / vehicle / maritime terminal and other products, which have been developed and put into production.
Chengdu M&S Electronics Technology Co.Ltd(688311) company’s main business is satellite navigation products and satellite communication products, of which satellite navigation products are mainly missile borne satellite navigation and guidance systems. At present, there are no more than five mainstream units engaged in research and development of related products in China. The company is the only supplier of missile borne satellite navigation products for a shares.
According to the statistics of data treasure, from the perspective of the increase in the year, most concept stocks generally fell, with only Beijing Egova Co.Ltd(300075) , Beijing Unistrong Science & Technology Co.Ltd(002383) rising against the market, and Shanghai Hugong Electric Group Co.Ltd(603131) the share price halved in the year Addsino Co.Ltd(000547) , Sun Create Electronics Co.Ltd(600990) , Guizhou Space Appliance Co.Ltd(002025) , Beijing Supermap Software Co.Ltd(300036) , Chengdu Corpro Technology Co.Ltd(300101) and other stocks fell by more than 20% during the year.
At present, some companies have disclosed or pre disclosed the annual report of 2021. In terms of net profit growth (pre disclosure is based on the median value of the notice), the performance of five companies, including Hangjin Technology Co.Ltd(000818) , Kingsignal Technology Co.Ltd(300252) , Navinfo Co.Ltd(002405) , Guangdong Leadyo Ic Testing Co.Ltd(688135) , Aerospace Hi-Tech Holding Group Co.Ltd(000901) , doubled.
