消防无人机“缺位”背后：市场需求巨大技术尚存瓶颈

Core Insights - The absence of drones in recent firefighting efforts highlights the current immaturity of firefighting drones, which are still in the research and development phase, with market-ready products undergoing commercial validation [1][2] - The demand for firefighting drones, especially for high-rise buildings, is urgent, and industry experts predict that policy and standard development will accelerate in the coming years [1][3] Industry Development - The firefighting drone market is projected to grow significantly, with the market size for high-rise firefighting drones increasing from 8 billion yuan in 2020 to 20.2 billion yuan in 2023, and expected to reach 50 billion yuan by 2025 [3][4] - The industry is currently in the early stages of commercialization, with a mismatch between supply and demand, as the need for efficient and safe firefighting solutions is pressing [3][4] Technological Challenges - The main challenges for firefighting drones include technical bottlenecks related to payload capacity and the need for tethered power and liquid supply systems to sustain long-duration firefighting operations [2][5] - Current firefighting drones are primarily reconnaissance drones, with few capable of direct firefighting, particularly in complex urban environments [1][2] Future Prospects - The industry is expected to undergo significant changes due to recent events, potentially leading to the establishment of standards and the integration of drones into firefighting systems [4][5] - By 2030, the drone industry in China is anticipated to exceed 1 trillion yuan, with the firefighting segment expected to surpass 100 billion yuan [4][5] Market Validation - Companies are transitioning from technology exploration to market promotion, with several firms already launching products that have undergone technical validation [5][6] - Innovations such as the high-altitude tethered firefighting drone system are being developed, which could significantly reduce costs compared to traditional firefighting vehicles [6][7] Product Development - Companies like 海伦哲 and 天津卓跃翼航 are developing advanced firefighting drones, with capabilities for various emergency scenarios, including personnel evacuation and firefighting [5][7] - The integration of hydrogen power systems is being explored to enhance the operational endurance of drones in firefighting applications, with products like the H100 and H400 models showing promising capabilities [7][8]