The “Long-Term Development Plan for the National Satellite Navigation Industry” supporting the development of the Beidou navigation system was formally released. According to the reporter's understanding, the state has detailed plans and arrangements for improving the navigation infrastructure, breaking key core technologies, and promoting innovation and application of the industry.

Experts in the industry believe that the biggest problem of Beidou is that there is no marketization and there is no good business model. The Beidou industry has no national policy support and it is difficult for related companies to survive. The White Paper on China's Satellite Navigation and Location Services Industry Development (2012) considers that the current application of Beidou products is mostly based on demonstration projects, and it deviates from the purely market behavior, so that the pioneers fail to occupy the market opportunities. It is also difficult to seek real benefits. Companies in the Beidou industrial chain are not the first to think about technological innovation, but how to live for the time being. The way to survive, in addition to other industries within the company to subsidize the Beidou industry, is to seek more government policies and financial support. Some experts believe that nowadays, in the application of the Beidou, enterprises mainly focus on the field of in-vehicle navigation. This is due to the high degree of informatization in the transportation sector and the large scale of the market; on the other hand, government support is the most important.

In fact, related companies in the industry have already gained momentum. Recently media reports have reported that strategic communications are interested in other strategic investors, and Asia Pacific Satellites is one of the parties involved in collaborative communications. The Apacific Satellite Board has clarified that there is no such thing. . According to the Asia-Pacific satellite, although both APS and CS have the same common point, Temasek, Singapore’s national investment company, has become a strategic shareholder. However, in fact, the development of the two companies is not the same. The latest business is to fully develop the Beidou satellite navigation system business, which is totally different from the existing business of the Asia-Pacific satellite. Synergy also stated that the State Council’s General Office issued a mid-term development plan for the national satellite navigation industry on October 9. The plan points out that China’s satellite navigation industry has enormous potential for development. The Beidou satellite navigation system is a key project for the development of this plan. Collaborative communication to prepare for this business will be a big winner in this industry.

Synergy also believes that the plan reveals several key points. It mentions that by 2020, China’s satellite navigation industry has basically taken shape. The scale of industrial applications and the level of internationalization have increased substantially, and the industrial scale has exceeded 400 billion yuan. Another priority is to implement the "going out" strategy, emphasizing increasing the overseas application and promotion of the Beidou satellite navigation system, actively encouraging qualified companies to establish R&D centers and marketing service networks overseas, and vigorously exploring the international market. In order to attract companies to actively “go global”, they also implemented and improved fiscal and taxation financial service policies to cooperate with them, demonstrating the Chinese government’s determination to develop Beidou satellite navigation systems at home and abroad. With regard to the above development plan priorities, the recent series of actions of cooperative communication is just moving in this direction. In addition to the senior experts of the Beidou satellite navigation system and the director of the China Satellite Navigation and Positioning Association, Cao Chong as the Group’s professional consultants has further enhanced the company’s strength in the use and development of the Beidou technology and also cooperated with Thailand’s Thaicom company in Thailand. The development and development of the BeiDou mobile satellite network will be a practical “going out”, and we believe that under the promotion and support of this national policy, collaborative communications will benefit from the tremendous business opportunities brought by this business and increase new profit growth points for the group. .

It is worth noting that although some companies experienced slowing down or lower profits in 2012, the increase in the number of employees and the increase in output value all indicate that companies are optimistic about the market.

At present, the Beidou system accounts for less than 8% of the global satellite navigation output value. On the other hand, China's current economy, population, mobile phones, and automobiles account for a relatively large proportion of the global total, and the Beidou industry has great room for development.

Xu Xiangbin, deputy general manager of Dongguan Tadou, said: “Is the current environment worse and worse than 2007 and 2008? At that time, we can all do it. We are now more motivated to do a good job.” Vice President of the Big Dipper Tong Hu Gang It is believed that precisely because the industry is in a period of rapid development, some problems have not been straightened out, so the problem is many. "This is a worry for growth."

Just as the Shanghai FTA's first-out overall plan was followed by detailed rules, after the State Council released the Medium- and Long-Term Plan for Satellite Navigation, the market has many expectations for future policies.

According to the reporter’s understanding, the industry’s expected policies may include several aspects: the establishment of the Beidou Industrial Fund to attract companies to join the Beidou industrial chain, the scale of which is expected to be 10 billion yuan; given that the chip is the core of the Beidou industrial chain, especially handheld products. In the key, some experts proposed to focus on cultivating two or three chip R&D companies, and Beidou Xingtong is most hopeful to become a key training target.

In addition, in the Medium- and Long-Term Plan for Satellite Navigation, it is clearly stated that the accuracy of BeiDou navigation should reach centimeters, which requires the construction of a large number of ground stations. The original market rumored that the state would invest 3000 base stations. Securities Times reporter learned that the scale of state investment may be greatly reduced, but local governments and industries are very enthusiastic to promote the development of the Beidou navigation, and the national investment is insufficient, and local governments and industries are entirely likely to make up.

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