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


Subsequently, the launched satellite will continue to carry out in orbit test, network access assessment and other work, and will officially enter the network when the test is completed.

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.

According to reports, Beidou system, which has become a complete system, will provide 7 services to global users. In China and its surrounding areas, the services provided will lay a solid foundation for the high-precision ubiquitous application of Beidou. The combination of short message and mobile communication is also expected to make a breakthrough in the application of short message in the mobile phone market, from short message to wechat, opening the door of mass scale application.

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 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.

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 2019, hezhongsizhuang released the tianqin second generation high-precision star based enhanced baseband chip for beidou-3 system, which is the first baseband chip in the world to fully support beidou-3.

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.

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.

With the formal completion of Beidou system, many listed companies have recently voiced their confidence in Chinas satellite navigation industry in response to market concerns.

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.

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.