Xiaomi founder Lei Jun once said a word that was later adopted by the venture capital community as a standard: Entrepreneurship is to make a pig standing on the ventricle, the wind is right, the pig can fly. Obviously, the Dajiang drone is such a "flying pig" that successfully flew up on the vent, and his success even led to the development of the entire drone industry. Around 2015, the domestic drone industry was unprecedentedly hot, and a large number of companies invested in the market, and the whole industry was thriving.
However, in August of this year, the drone industry suddenly heard the news of the acquisition. Following No. 2 rumors that foreign social company Snap is negotiating to acquire the Chinese drone manufacturer's zero-dead news, on August 3rd, the DJI cooperation rivals 3DR and the acquisition of zero-degree intelligence control will be released. Although in the end only the news of the cooperation between the 3DR and the 3DR was confirmed, the news of the acquisition was not unfounded. The reshuffle of the drone industry is already inevitable and difficult to avoid.
Dajiang has become a monopoly, with poor zero performanceAccording to data released by market research company IDC, the top three manufacturers in China's drone market in the third quarter of 2016 were Dajiang, Zero Zhizhi and Parrot, of which Dajiang has a market share of 51.99%. More than half of the overall market.
In the global market, the market share of Dajiang has reached 80%, becoming the absolute industry hegemon. "Daily of the United States" - 3D RoboTIcs tried to challenge, but the launch of the Solo drone product was crushed by the Dhan Phantom3, and finally announced on August 1 this year that it will cooperate with Dajiang to control the fixed-point scanning technology of 3DR. Products integrated into Dajiang.
However, the "second child" of the domestic drone market - zero intelligence control has not developed as expected. According to the zero-degree agent, the pocket fire drones in 2016 are expected to sell 200,000 units in half a year, but the actual shipments are only 50,000 units. A large number of unmanned aerial vehicles have accumulated a backlog of funds, and the company’s overall profitability has ended, leading to 2017. New Year's Day zero-scale large-scale employee turnover.
The policy is getting stricter and the stock market is getting colderIn fact, the experience of zero intelligence control is the mainstream of the domestic domestic drone market. The data shows that nearly 80% of the income in Dajiang comes from abroad, and the Chinese market accounts for only about 20%. The domestic drone market is affected by a number of consecutive "black fly" events, and policy supervision is becoming stricter. After the Civil Aviation Administration and the Kunming, Chengdu and Guangzhou governments successively divided the no-fly zone, the State Council, the Air Traffic Control Commission and the Ministry of Public Security also successively formulated various drone management regulations, and the drone market suffered huge impact. With the introduction of various policies, drones have gradually been coldly encountered in the capital market. Since April this year, the UAV sector index has been down. On July 18th, the stock price was the lowest this year. The stock price of the board index was only 554.85 yuan/share, which was 57.3% lower than the highest stock price of 1300.89 yuan/share in 2015!
At present, there are three types of drone products on the market: consumer, military and industrial drones. Affected by policy regulation, the first two types of drone products are nearly saturated, but the industrial drone market still has great potential for development. According to the data released by the Prospective Industry Research Institute, the market capacity of industrial drones in various fields in the domestic market in 2017-2022 exceeds 100,000 units, among which the demand for drones in agricultural plant protection, postal express, and electric power cruises is particularly prominent. The overall demand exceeds 55,000 units. However, in the industrial drone market, Dajiang has only made achievements in the field of agricultural quality assurance, and the other two areas have developed in general. If other drone companies can enter the two industrialized fields of postal express delivery and electric cruise, avoiding the competition with Dajiang in the sales of consumer-grade drones, the Chinese drone market will face tremendous changes.
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