Beidous closing star was launched! Industrial chain will usher in great development

category:Finance
 Beidous closing star was launched! Industrial chain will usher in great development


The satellite launched this time is the 30th satellite of beidou-3 system and the 55th satellite of the whole Beidou system, which is a geostationary orbit satellite. On April 4, the satellite was transported to Xichang launch center. After two months of long waiting, it finally soared to the sky, marking a successful end to the battle of Beidou system construction.

The star at the end of the axis is of great significance

How important is this last star? What does its successful launch mean?

This means that Beidou system will soon become a complete body, the function and performance of Beidou system will be further improved to achieve full service capacity, and the scale, industrialization and internationalization of Beidou application will take a higher level.

Tianfeng Securities Research Report spoke highly of this:

With the successful launch of the last networking satellite of beidou-3 global satellite navigation system in China, the market space brought by the high-precision application of Beidou has been opened.

Chen Jinpei, CEO of Qianxun position, pointed out in an interview with Shanghai Securities News that with high precision, Beidous satellite system has changed from a navigation system to a space-time intelligent infrastructure. The so-called spatiotemporal intelligent infrastructure means that it can give all kinds of intelligent devices and application scenarios a unified time and space benchmark. It can make these intelligent devices flow their data in a better and unified way in the process of generation and movement, and work together in a unified way.

Chen Jinpei admitted that he is optimistic about Beidous high-precision positioning in smart driving, smart phones, drones, and even smart city related applications. He said that with the successful launch of the last networking satellite, Beidou has changed from a regional service system to a global service system. The biggest difference is that the universality of services has changed substantially. From an industrial perspective, this change benefits the whole industrial chain, especially the chip and terminal industries. With the launch of the global system, the commercialization of Beidou will definitely accelerate further.

Globally, beidou-3 system can provide not only better positioning, navigation and time service, but also global short message service and global search and rescue service, so as to truly realize Beidou in China, Beidou in the world.

In terms of hardware, by the end of 2019, the sales volume of domestic Beidou compatible chips and modules has exceeded 100 million, and the total sales volume of domestic satellite navigation and positioning terminal products has exceeded 460 million, including 372 million smart phones with satellite navigation and positioning functions. At present, the total number of terminal products including smart phones using Beidou compatible chips has exceeded 700 million, and Beidou applications are moving towards a new stage of standard configuration development in many fields.

In the field of mass application, Beidou is more widely used in e-commerce, smart phones, smart wearable devices and other fields. At present, the mainstream chip manufacturers at home and abroad have launched the integrated chip compatible with Beidou. By the third quarter of 2019, more than 400 mobile phones applied for access to the Internet in the Chinese market have positioning functions, including nearly 300 that support Beidou Positioning.

In addition, in the field of Internet of vehicles, with the application and popularization of beidou-3 star based enhanced system, Beidou can further play the role of Qianliyan in the application of intelligent Internet connection and automatic driving, and expand the market scale of satellite navigation and location service industry.

Beidou will also continue to go international. At present, the global signal technical indicators of Beidou have been basically verified, and it is expected to enter the International Civil Aviation Organization standard by 2020; the first 5g mobile communication international standard supporting Beidou No.3 new signal has been successfully approved. Domestic Beidou basic products have been exported to more than 120 countries and regions. Based on Beidous land ownership, precision agriculture, smart construction, smart port, etc., they have been successfully applied in ASEAN, South Asia, Eastern Europe, West Asia, Africa and other regions.

Listed companies have already laid out the industrial chain

In the capital market, Beidou plate has also grown into an important force. According to the statistics of China satellite navigation and positioning Association, by the end of 2019, there are 46 listed companies (including the new third board) in the industry, and the related output value of listed companies involving satellite navigation and location services accounts for about 9% of the national total output value.

Beidou upstream basic products mainly include chips, boards, etc., which are the basis for the development of the whole industry and the most critical part of the industrys independent control.

In terms of chips, Haige communication, Beidou Xingtong, hezhongsizhuang, zhonghaida and other companies have launched mature products. For example, Hagrid communication also released Dolphin one baseband chip and Beidou three rx37 Series RF chip last year, which is the first baseband + RF full chip solution supporting Beidou three application in China.

The ufirebird chip released by Beidou Xingtong supports Beidou, GPS, GLONASS and Galileo multiple systems, with a positioning accuracy of 2 meters, and can be used for centimeter level RTK solution.

In the aspect of board card, Beidou Xingtong, hezhongsizhuang, Huace navigation and other companies have been laid out. For example, the Tianying chip board card launched by hezhongsizhuang has realized stable millimeter level positioning and 0.08 degree orientation. This will comprehensively improve the accuracy of navigation, positioning and measurement in various industries.

In the aspect of midstream terminal integration, Beidou military terminal market is the hot spot for the listed companies. The main products include single soldier handheld terminal and vehicle, missile borne, airborne and other terminals.

At present, Zhenxin technology, Haige communication, China satellite, Leike defense, Huali chuangtong, united people and so on have entered the Beidou military terminal market.

Thanks to the high-precision advantages of beidou-3 system, its downstream system integration application market will usher in high-speed development, which is expected to be widely used in automatic driving, Internet of things, precise computer control and other fields.

For example, Haige communication is building the platform of Beidou + Intelligent Internet connection, and its subsidiary, Xingyu technology, has made a layout in the field of Internet of vehicles, including the front loading market (high-precision application of automatic driving and auxiliary driving directions), the rear loading market (high-precision positioning of intelligent Internet connection vehicles, online car Hailing directions and map technology), infrastructure (RSU, high-precision application of vehicles) Positioning) etc.

Beidou satellite said that with the official start of global networking of Beidou system, we can enjoy the navigation, positioning and timing services of our own Beidou satellite at any place on the earth. The companys chips already have global signals to support Beidou, and are compatible with other satellite navigation systems.

Huace navigation said that the completion of the global networking of Beidou generation III will bring a large number of orders to the company, stimulate the demand for board chips, etc., and also promote the construction of various emerging industries of + Beidou. It is reported that Huace navigation has independently developed high-precision board, receiver, lidar, etc. the company also took the lead in launching the CRNET software of Beidou foundation enhancement system. Haige communications believes that beidou-3 covers the world and the industry will usher in new market opportunities. The company will strive to build a Beidou product application system with time and space big data as the core, build a communication and high-precision location service network with integrated integrated communication network and Beidou high-precision positioning network, and expand industrial application scenarios such as smart transportation, smart emergency, smart peoples livelihood, smart government and smart park. In an interview with Shanghai Securities Daily, the head of Haige Communications said that the company will accelerate the transformation of key achievements in the upgrading of Beidou + 5g industry, continuously promote more new industries and formats in Beidou, expand the research and development and service capacity of Beidous new infrastructure, and help to realize the application of Beidous model. Extend reading Lei Jun and quit as a director! Han Han used to speak for Vanke who is still surviving 15 billion cash is missing and who is pitching the German payment giant? Guizhou Moutai redemptive A-share market value, Wang Xinxin, supply price increase of direct channel, source: Shanghai Securities News, editor in charge: Wang Xiaowu_ NF

Huace navigation said that the completion of the global networking of Beidou generation III will bring a large number of orders to the company, stimulate the demand for board chips, etc., and also promote the construction of various emerging industries of + Beidou. It is reported that Huace navigation has independently developed high-precision board, receiver, lidar, etc. the company also took the lead in launching the CRNET software of Beidou foundation enhancement system.

Haige communications believes that beidou-3 covers the world and the industry will usher in new market opportunities. The company will strive to build a Beidou product application system with time and space big data as the core, build a communication and high-precision location service network with integrated integrated communication network and Beidou high-precision positioning network, and expand industrial application scenarios such as smart transportation, smart emergency, smart peoples livelihood, smart government and smart park.