关税阻碍进口，大疆无人机在美国售罄

Core Insights - The impact of U.S. tariffs on imports is causing DJI's drones to disappear from U.S. e-commerce platforms [1][3] - DJI's entire drone series, including Mavic, Air, and Mini, is sold out in its online store due to market conditions and tariff policies [3] - The company is considering solutions to maintain its presence in the U.S. market but has not set a specific timeline [3] Market Dynamics - As of January 2024, the FAA reported 863,728 registered drones in the U.S., with 352,222 for commercial use and 506,635 for recreational purposes [4] - The North American drone market is projected to grow from $14.29 billion in 2025 to $27.16 billion by 2030, with a CAGR of 13.70% [4] Competitive Landscape - DJI holds a 90% market share in the U.S. commercial drone market, which is expected to remain stable due to increasing demand in agriculture, construction, maritime, and industrial sectors [5] - Despite previous bans on Chinese drones, DJI maintained a 76.1% market share as of July 2020 [5] - Concerns have been raised about the implications for U.S. public safety agencies if DJI is banned, as no U.S. company can match DJI's production capacity [8]