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追觅跨界无人机 低空经济迎来新玩家
Xin Lang Zheng Quan·2025-09-02 10:31

Core Insights - Chasing Technology has confirmed its expansion into the drone business, strategically positioning itself in the trillion-dollar low-altitude economy market [1] - The company is assembling a professional drone R&D team, indicating a serious commitment to this new venture [1] Technology and Cross-Industry Strength - The founding team of Chasing Technology includes members from Tsinghua University's "Sky Factory," providing a strong aerospace technology background as a competitive advantage [2] - The company has developed three core technologies in the smart cleaning sector that can be directly applied to drone flight control and navigation systems, enhancing operational efficiency [2] - Chasing Technology follows a "mass production, R&D, and reserve" principle in its technology development, ensuring a solid foundation for cross-industry expansion [2] Strategic Path and Market Positioning - The initial operational model for Chasing's drone project will focus on e-commerce and "OEM" strategies to quickly penetrate the market [3] - The company is recruiting for key positions, indicating a focus on the industrial-grade drone market, which has significant applications in agriculture, surveying, and security [3] - Chasing has established a headquarters in Suzhou and a branch in Shenzhen to leverage the local drone industry ecosystem [3] Low-Altitude Economy and Industry Cross-Over - The low-altitude economy is emerging as a trillion-dollar market, attracting various companies, including Chasing Technology and Insta360 [4] - There is a trend of cross-industry movement, with established drone companies like DJI entering the smart cleaning sector, indicating a competitive landscape [4] - Chasing's cross-industry strategy aligns with its broader "boundary-less" expansion approach, having already entered multiple sectors through internal incubation [4] Challenges and Future Outlook - Chasing Technology faces significant challenges in entering the drone market, particularly due to DJI's dominant market share of 70% to 85% globally [5] - The company must maintain long-term focus amidst a vast business ecosystem, which poses a real challenge [6] - Chasing's unique advantages include its self-built smart manufacturing base and integrated global supply chain, which could facilitate agile responses to market demands [6] - The drone could become a key component of Chasing's smart home ecosystem, providing enhanced user engagement [6] - The future of the consumer drone market may shift from a "monopoly" to a "dual-hero" competition, potentially transforming the industry landscape [6]