21对话｜极飞科技彭斌：大模型会带来“又快又好又便宜”的产品

Core Viewpoint - The company, XAG Technology, is focusing on the development of agricultural drones and unmanned vehicles to enhance efficiency and reduce costs in farming, addressing challenges such as labor shortages and the need for sustainable practices [1][2][3]. Group 1: Product Development and Innovation - XAG Technology launched its 2025 agricultural unmanned vehicle, which aims to solve issues related to ground pest control and improve efficiency in greenhouse and orchard operations [1]. - The new product's pricing has decreased by over 70%, from 70,000 yuan to less than 17,000 yuan, making it more accessible for small to medium-sized farmers [1][5]. - The company has integrated feedback from previous product iterations to optimize the new unmanned vehicle, applying advanced technologies from both drone and vehicle sectors [5][9]. Group 2: Market Trends and Sales Performance - In the first half of 2025, XAG's agricultural drone sales increased by 33% year-on-year, while online sales of smart irrigation systems surged by 170% [2]. - The company has established a comprehensive technology matrix covering all aspects of agriculture, with over 1,700 farms connected to its smart farm management system [2]. Group 3: Technological Advancements - The introduction of large models in AI is expected to accelerate the development and application of agricultural drones and vehicles, potentially reducing the time required for product implementation from 3-5 years to 1-2 years [2][6]. - The company emphasizes the importance of data collection from smart hardware to enhance AI model training, creating a self-reinforcing cycle of improvement [3][6]. Group 4: Competitive Landscape and Future Outlook - The company anticipates further cost reductions as production scales up, aiming to provide simpler and more affordable agricultural technology products [9]. - The competitive environment is expected to foster innovation and ensure reasonable profit margins for all players in the market [10]. - XAG Technology is considering an IPO when market conditions are favorable, with current operations showing positive growth and profitability [11].