2025年中国工业无人机行业（一）：上游产业崛起：核心零部件国产化与技术突破

Investment Rating - The report indicates a strong growth potential for the industrial drone industry in China, with a compound annual growth rate (CAGR) of 33.79% from 2019 to 2024, and an expected market size of 1710.15 billion yuan by 2029 [9][26]. Core Insights - The industrial drone industry is experiencing explosive growth, becoming a core driver of the low-altitude economy, with a complete ecosystem formed across the supply chain [2]. - The market growth is supported by improved policy frameworks, expanded application scenarios, AI technology integration, and accelerated upstream and downstream integration within the industry [9][28]. - The industrial drone market in China is projected to grow from 151.80 billion yuan in 2019 to 650.68 billion yuan in 2024, with significant contributions from various sectors such as agriculture, logistics, and energy inspection [26][28]. Summary by Sections Industry Overview - The industrial drone market has surpassed the consumer drone market since 2021, indicating a shift in focus towards professional applications [9]. - The industry is characterized by a complete ecosystem that includes upstream raw materials, midstream manufacturing, and downstream applications [2][39]. Market Size and Growth Factors - The Chinese industrial drone market is expected to grow significantly, with a forecasted size of 650.68 billion yuan by 2024 and 1710.15 billion yuan by 2029, driven by policy support and technological advancements [9][26]. - Key growth drivers include the establishment of a supportive policy environment, the integration of AI technology, and the expansion of application scenarios from traditional to emerging fields [28][30]. Industry Chain Analysis - The industrial drone supply chain consists of upstream components such as raw materials and systems, midstream manufacturing, and downstream applications in various sectors including energy, agriculture, and emergency response [39][40]. - The report highlights the importance of collaboration across the supply chain to enhance technological integration and service offerings [31]. Policy and Regulatory Environment - The report outlines various policies aimed at promoting the use of industrial drones in sectors like agriculture and logistics, establishing a framework for safe and efficient operations [25]. - Recent regulations have been introduced to standardize operations and ensure safety in the use of drones across different applications [25]. Technological Advancements - The integration of AI technology is noted as a significant factor in enhancing the operational capabilities of industrial drones, improving navigation and decision-making processes [29]. - The report emphasizes the need for continuous innovation and adaptation to meet the evolving demands of the market [36]. Challenges and Risks - The industry faces challenges such as slow policy implementation, economic uncertainties, and increasing competition, which could impact growth [32][34]. - Technological risks include the need for ongoing research and development to maintain competitive advantages and meet customer demands for customized solutions [36].