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2024-07-18 10:32:34 Source: Champ Consulting Visits:0
卫星导航与位置服务是一种利用卫星信号提供地球上任何位置和时间信息的技术，是数字经济和新基建的重要支撑。随着我国北斗系统的全球组网完成，我国卫星导航与位置服务行业迎来了新的发展机遇和挑战。尚普咨询对我国卫星导航与位置服务行业的发展现状、市场规模、应用领域、竞争格局等方面进行了分析，并提出了尚普咨询集团的观点和建议。
一、行业发展现状
According to data from the Champ Consulting Group,2022年我国卫星导航与位置服务产业总体产值达到5007亿元人民币，较2021Annual growth6.76%。其中，包括与卫星导航技术研发和应用直接相关的芯片、器件、算法、软件、导航数据、终端设备、基础设施等在内的产业核心产值同比增长5.05%, reach1527亿元人民币，在总体产值中占比为30.50%。由卫星导航应用和服务所衍生带动形成的关联产值同比增长7.54%, reach3480亿元人民币，在总体产值中占比达到69.50%。
当前，我国卫星导航与位置服务领域企事业单位总数量仍保持在14000家左右，从业人员数量超过50万。截至2022年底，在境内上市的业内相关企业（含新三板）总数为92家，上市公司涉及卫星导航与位置服务的相关产值约占全国总体产值的9.02%Left and right.
2022年北斗应用总体规模仍在稳步提升，推进机制得到进一步健全，基础设施愈加完善，标准化建设取得新进展，检测认证体系日益强化，重点领域也在持续发力，国际合作实现稳步发展。北斗规模化应用正在全面开启市场化、产业化和国际化发展的新篇章。
二、市场规模分析
2022年国内卫星导航与位置服务市场整体稳定， 2022年国内卫星导航定位终端产品总销量约3.76亿台/套，其中具有卫星导航定位功能的智能手机出货量达到2.64亿部，车载导航仪市场终端销量超过1200万台，包括物联网、穿戴式、车载、高精度等在内的各类定位终端设备销量超过1亿台/套。
在专业应用市场方面，2022年，全国31个省、自治区、直辖市累计推广应用各类北斗终端超过2000万台/套。交通、公安、农业等行业已初步实现北斗规模化应用，在通信授时、气象监测、应急减灾、城市管理等领域正在加速推进北斗规模化应用。其中，交通运输领域已在道路营运车辆、邮政快递车辆、内河船舶及远洋船舶、水上助导航设施、通用航空器等方面累计推广应用各类北斗终端超过810万台/套；移动通信领域已有近330万座4Gand5G基站应用北斗授时；农业领域已在农机自动驾驶、农机远程监测、渔船等方面累计推广应用各类北斗终端近160万台/套。
在大众应用市场方面，2022年北斗系统进一步融入百姓的日常生活，让大众更加“有感”，形成了更多应用场景，有力拓展了北斗大众市场的应用规模。百度地图与高德地图先后宣布正式切换为北斗优先定位，北斗定位服务日均使用量已超过3600亿次。自2021Year3月正式发布北斗检测认证体系以来，已为OPPO、Vivo、苹果、小米、荣耀等企业的近二十款智能手机和哈啰、美团等企业的多款智能两轮车颁发北斗认证证书，这为北斗应用全面进入大众市场铺平了道路。同时，北斗正在成为智能手机的标准配置。
According to data from the Champ Consulting Group,2022年国内智能手机出货量达到2.64亿部，其中2.6亿部手机支持北斗功能，占比达到98.5%。目前国内大多数涉及地图服务、导航和购物等的手机APP中，绝大部分已经支持北斗应用。全球首款支持北斗三号区域短报文通信服务的手机已正式发布，用户不换卡不换号不增加外设，就能通过北斗卫星发送短信。
2022年内智能网联汽车领域的投融资项目共计200余项，总融资金额近千亿元。此外，具有定位、监护等功能的智能可穿戴设备在智能养老等方面得到长足的发展，已开拓出智能体育等新的应用场景。2022China's wearable market (including smart wearable devices with positioning, monitoring and other functions) shipments of approximately1.2亿台，其中具有GNSS定位功能的超过3500万台。
2022年，北斗特殊应用市场保持稳定增长。在防灾减灾领域，截至2022Year6月，“北斗＋安全智能监测预警云平台”已在全国20个省（自治区、直辖市）的交通、水利、地质灾害、住建、应急、能源、矿山、环境等行业或领域的600多个结构物上成功应用，布设监测点8000多个，完成了600次安全预警。2022年，公安行业已在信息采集、移动警务、通信保障和指挥调度等方面累计推广应用各类北斗终端超过450万台/套；在森林草原防火、林业巡查、林政执法、有害生物调查、水文监测等领域已累计推广各类北斗终端接近11万台/套。
三、应用领域分析
卫星导航与位置服务技术具有广泛的应用前景，可以为各行业各领域提供高效、精准、安全的时空信息服务。2022年我国卫星导航与位置服务行业的应用领域主要包括以下几个方面：
（1）交通运输。卫星导航与位置服务技术在交通运输领域的应用主要包括道路运输、铁路运输、水上运输和航空运输等。卫星导航与位置服务技术可以为交通运输提供定位导航、车辆管理、路况信息、交通规划、智能驾驶等服务，提高交通运输的效率和安全性。2022年我国交通运输领域累计推广应用各类北斗终端超过810万台/套，其中道路运输领域推广应用超过500万台/套，水上运输领域推广应用超过200万台/套，航空运输领域推广应用超过10万台/套。
（2）公共安全。卫星导航与位置服务技术在公共安全领域的应用主要包括公安、消防、海关、边防等。卫星导航与位置服务技术可以为公共安全提供人员定位、车辆管理、指挥调度、信息采集等服务，提高公共安全的效能和水平。2022年我国公共安全领域累计推广应用各类北斗终端超过450万台/套，其中公安部门推广应用超过400万台/套，消防部门推广应用超过30万台/套。
（3）农林牧渔。卫星导航与位置服务技术在农林牧渔领域的应用主要包括农机自动驾驶、农机远程监测、渔船管理、林业巡查等。卫星导航与位置服务技术可以为农林牧渔提供精准农业、智慧渔业、智能林业等服务，提高农林牧渔的生产效率和质量。2022年我国农林牧渔领域累计推广应用各类北斗终端近160万台/套，其中农业领域推广应用超过100万台/套，渔业领域推广应用超过40万台/套，林业领域推广应用超过10万台/套。
（4）通信授时。卫星导航与位置服务技术在通信授时领域的应用主要包括移动通信、电力通信、广播电视等。卫星导航与位置服务技术可以为通信授时提供高精度的时间同步和频率校准服务，保障通信网络的稳定运行和高效传输。根据尚普咨询集团数据显示，2022年我国移动通信领域已有近330万座4Gand5G基站应用北斗授时，占比达到90%Above.
（5）气象监测。卫星导航与位置服务技术在气象监测领域的应用主要包括气象雷达、气象卫星、气象探空等。卫星导航与位置服务技术可以为气象监测提供高精度的位置和时间信息，提高气象观测的准确性和实时性。2022年我国气象监测领域已有近3000台/套设备应用北斗系统，其中气象雷达应用北斗系统的比例达到100%。
（6）应急减灾。卫星导航与位置服务技术在应急减灾领域的应用主要包括地震监测、地质灾害预警、水文监测、森林草原防火等。卫星导航与位置服务技术可以为应急减灾提供灾害监测、预警发布、救援指挥等服务，提高应急减灾的能力和效率。2022年我国应急减灾领域已有近2000台/套设备应用北斗系统，其中地震监测设备应用北斗系统的比例达到95%。
（7）城市管理。卫星导航与位置服务技术在城市管理领域的应用主要包括城市规划、城市交通、城市环境等。卫星导航与位置服务技术可以为城市管理提供城市定位、城市导航、城市监测等服务，提高城市管理的智能化和便捷化。2022年我国城市管理领域已有近1000万台/套设备应用北斗系统，其中城市交通设备应用北斗系统的比例达到80%。
（8）其他领域。除了上述主要领域外，卫星导航与位置服务技术还在电力、石油、煤炭、矿山、水利、环保、旅游、体育等多个行业和领域得到广泛的应用，为各行各业提供了高效、精准、安全的时空信息服务。
四、竞争格局分析
卫星导航与位置服务行业涉及多个环节和层次，包括卫星系统建设运营、芯片器件制造、终端设备生产、基础设施建设、应用服务提供等。在这些环节和层次中，存在着不同的竞争主体和竞争模式，形成了复杂多样的竞争格局。
（1）卫星系统建设运营。卫星系统建设运营是卫星导航与位置服务行业的核心环节，也是竞争最激烈的环节。目前，全球有四个成熟的卫星导航系统，分别是美国的GPS、俄罗斯的GLONASS、欧盟的伽利略和我国的北斗。此外，还有一些区域性或增强性的卫星导航系统，如印度的IRNSS、日本的QZSS、欧洲的EGNOS等。各个卫星导航系统之间存在着合作与竞争的关系，一方面通过兼容互操作、共建共享等方式实现技术和服务的互补和优化，另一方面通过提高系统性能、扩大服务范围、增加服务功能等方式实现技术和服务的差异化和领先化。我国北斗系统作为全球最新组网完成的卫星导航系统，具有全球覆盖、高精度定位、短报文通信等独特优势，在国内外市场上具有较强的竞争力。
（2）芯片器件制造。芯片器件制造是卫星导航与位置服务行业的基础环节，也是竞争最活跃的环节。目前，全球有多家芯片器件制造商，主要集中在美国、欧洲、日本等发达国家和地区，如高通、英特尔、博通、意法半导体、村田制作所等。这些芯片器件制造商通过不断创新和优化，提供了多种类型和规格的芯片器件产品，满足了不同终端设备和应用场景的需求。我国芯片器件制造业经过多年的发展，已经形成了一定的规模和水平，如中电科微电子、北斗天绘、紫光展锐等。这些芯片器件制造商通过自主研发和合作开发，提供了支持北斗系统及其他卫星导航系统的芯片器件产品，在国内外市场上具有一定的竞争力。
（3）终端设备生产。终端设备生产是卫星导航与位置服务行业的重要环节，也是竞争最多样化的环节。目前，全球有众多终端设备生产商，涵盖了智能手机、车载导航仪、手持导航仪、高精度接收机等各类终端设备产品，如苹果、三星、华为、小米、大疆等。这些终端设备生产商通过不断改进和创新，提供了功能丰富、性能优异、体验良好的终端设备产品，满足了不同用户和消费者的需求。我国终端设备生产业经过多年的发展，已经形成了较强的规模和实力，在智能手机、车载导航仪等领域具有较高的市场占有率，在高精度接收机、无人机等领域具有较强的技术优势，在国内外市场上具有较强的竞争力。
（4）基础设施建设。基础设施建设是卫星导航与位置服务行业的支撑环节，也是竞争最合作化的环节。目前，全球有多个基础设施建设商，主要提供卫星导航增强系统、卫星导航监测系统、卫星导航地面站等基础设施产品和服务，如泰雷兹、诺维泰尔、中电科通信等。这些基础设施建设商通过不断完善和优化，提供了覆盖全球或部分区域的基础设施网络，为卫星导航与位置服务提供了可靠的保障和支持。我国基础设施建设业经过多年的发展，已经形成了较完善的体系和水平，如北斗增强系统、北斗监测系统、北斗地面站等。这些基础设施建设商通过自主建设和合作建设，提供了覆盖全球或部分区域的基础设施网络，在国内外市场上具有较强的竞争力。
（5）应用服务提供。应用服务提供是卫星导航与位置服务行业的应用环节，也是竞争最开放化的环节。目前，全球有无数应用服务提供商，涵盖了交通运输、公共安全、农林牧渔、通信授时、气象监测、应急减灾、城市管理等各个领域，如百度地图、高德地图、滴滴出行、美团外卖、阿里云、腾讯云等。这些应用服务提供商通过不断创新和拓展，提供了多样化、个性化、智能化的应用服务产品和方案，为各行各业和广大用户带来了便利和价值。我国应用服务提供业经过多年的发展，已经形成了较为丰富和成熟的市场和生态，在各个领域都有一批优秀的应用服务提供商，在国内外市场上具有较强的竞争力。
五、尚普咨询集团观点和建议
尚普咨询集团认为，我国卫星导航与位置服务行业在2022年取得了显著的发展成果，展现了良好的发展态势。随着北斗系统的全球组网完成，我国卫星导航与位置服务行业迎来了新的发展机遇和挑战。在此背景下，尚普咨询集团提出以下观点和建议：
（1）加强卫星导航与位置服务行业的顶层设计和规划，制定相关的政策法规和标准规范，推动行业的规范化和标准化发展。
（2）加大卫星导航与位置服务行业的技术创新和研发投入，突破关键核心技术和装备，提高行业的自主创新能力和核心竞争力。
（3）加快卫星导航与位置服务行业的产业化和市场化进程，拓展国内外市场需求和应用场景。
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| Competitor Research | Enterprise background | Enterprise Finance | Sales Data | Market Strategy | Production Equipment | Supply Procurement | Technology R & D |
| warehousing logistics | channel construction | Human Resources | Enterprise Strategy | ||||
| User Research | Consumer Survey | consumption behavior attitude | Publicity/Promotion | Product Service | Brand Research | consumer characteristics | |
| satisfaction survey | Employee satisfaction | user satisfaction | |||||
| Market Entry Advisory | Macro Industry Research | competitive enterprise research | Downstream User Research | Channel Research | Due Diligence | Return on Investment | |
| Floor module | Landing implementation recommendations | Long-term cooperation | |||||
| Business investment due diligence | Target industry market investment value due diligence | Industry Benchmarking Enterprise Research | Target Enterprise Credit Assessment Report | Project investment due diligence | |||
| industry planning | Market research | market access | development strategy | investment location | Acquisition and integration | IPO Fundraising | |
| Credit Report | Basic information | Major Events | Production/Operation Network | enterprise scale | Operating strength | Financial strength | Legal risk |
| Future business prediction | Overall credit rating | cooperative risk warning | |||||
| Brand/Sales Proof | Market Share Proof | Market Share Proof | Proof of brand strength | Industry Proof | Specialized new proof | Proof of sales strength | Proof of technological leadership |
| National/Global Status Certificate | |||||||
15 Year
Champ Consulting has been established for 15 years.
48 Intellectual Property Rights
Independent methodology
80% of the information comes from first-hand research.
118 Billionth
Self-built database 11.8 billion
Covering 1978 industries in China
0.1 billion new data per year
Industry Big Data Platform
118 +
Have a 300 team of professional consultants
Practical operation and management experience of top enterprises
88% of members have international PMP certificates
48 Item
Independent methodology
48 independent intellectual property rights
high-tech enterprise
Industry Big Data Platform
400-969-2866
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