First Company: Beidou XingtongSubfield: Satellite Navigation, 5G Ceramic Components, Automotive Intelligent NetworkingBeidou Relevance: As a leading enterprise in the entire Beidou navigation industry chain, Beidou Xingtong covers chips, modules, terminals, and system applications.Company Highlights: Beidou Xingtong is the first listed company in China’s satellite navigation industry, with main businesses including the research and development of over ten Beidou chips with independent intellectual property rights, as well as various positioning modules and high-precision boards based on these chips. It has ranked first in multiple global Beidou system product comparisons.
Second Company: Hezhong SizhuangSubfield: Beidou High-Precision Positioning, Agricultural Machinery Autonomous Driving SystemsBeidou Relevance: Hezhong Sizhuang is one of the few companies in China capable of achieving full control over the Beidou chip industry chain, with leading products including the baseband chip “Tianqin II” and high-precision receivers.Company Highlights: As one of the early core enterprises engaged in Beidou research and development in China, Hezhong Sizhuang’s “Tianqin II” chip is the world’s first high-precision baseband processing ASIC chip that supports the full signal system of Beidou III, capable of receiving L-Band signals and enabling satellite-based augmentation.
Third Company: Haige CommunicationSubfield: Military Beidou Terminals, Satellite Communication Equipment, AerospaceBeidou Relevance: Haige Communication is a leading enterprise in the military Beidou market, possessing the most comprehensive range of Beidou III chip models, with products covering land, sea, air, and space.Company Highlights: As a leading enterprise in military communications, Haige Communication has the research and development and service capabilities for the entire Beidou industry chain, and holds multiple domestically leading independent intellectual property rights, covering key technologies such as high precision, high dynamics, anti-jamming, and integrated navigation and guidance.
Fourth Company: Zhenxin TechnologySubfield: Beidou Terminal Equipment, Integrated Circuit DesignBeidou Relevance: Zhenxin Technology is a core component supplier for Beidou navigation applications, with products including handheld terminals and vehicle-mounted devices, widely used in both military and civilian markets.Company Highlights: Zhenxin Technology is one of the most powerful, comprehensive, and technologically advanced developers and manufacturers of key Beidou components in China.
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Disclaimer: This report is based on publicly available information and does not guarantee the completeness and timeliness of the content. The analysis conclusions are for reference only and do not consider the reader’s personalized financial goals and risk tolerance. In any case, it does not constitute any investment advice. The market carries volatility risks, and readers should make independent judgments and bear the consequences of their decisions. The author is not responsible for any direct or indirect losses arising from the use of this report.
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