KCT(SZ:002625) Jing Ji Guan Cha Wang·2025-10-15 05:44Core Viewpoint - The establishment of the Shenzhen Supermaterial Industry Alliance's Drone Swarm Innovation Subcommittee aims to promote the innovative application of supermaterial technology in the drone swarm sector and enhance the development of the low-altitude economy [2][3]. Group 1: Market Growth and Trends - The global drone market is entering a phase of explosive growth, with the market size projected to increase from $42.83 billion in 2020 to $88.9 billion by 2024, effectively doubling [3]. - In China, the total number of registered drones is expected to rise from 378,000 in 2020 to 2.177 million by 2024, indicating a rapid growth trend [3]. Group 2: Drone Technology and Applications - KobeTech, founded in 2009, focuses on the research, development, and application of industrial-grade drone systems, integrating core technologies across the entire industry chain [4]. - Drone applications have expanded to over 28 major industries and more than 120 service scenarios, with swarm drones emerging as a mainstream solution due to their advantages in AI and complex algorithms [4][5]. - Swarm drones differ from traditional drones by relying on multi-machine networking and autonomous collaboration, allowing for complex tasks and demonstrating advantages in collaborative control and decision-making [5]. Group 3: Supermaterial Technology - Supermaterial technology addresses the challenges faced by traditional drones when forming swarms, such as high costs and low performance due to communication and trajectory management issues [6]. - The integration of supermaterial technology in drone design can lead to high-performance, low-cost drones by embedding communication systems within the drone structure rather than adding them later [6][7]. Group 4: Industry Collaboration - The establishment of the 106 Base by Guangqi Technology aims to leverage supermaterial technology to enable drone swarms to achieve RF stealth and self-organizing capabilities [7][8]. - Tianqiong Power, a subsidiary of Chuangyitong, focuses on the research and manufacturing of complete drone systems and has established multiple production lines, including swarm drones [8]. - Industry collaboration is seen as a trend, allowing resources to be aggregated quickly for mutual benefit, which is a key objective of the newly formed Drone Swarm Innovation Subcommittee [8].