2025年中国工业无人机行业（二）：厂商技术突围与场景落地战

Investment Rating - The report does not explicitly state an investment rating for the industrial drone industry in China [1]. Core Insights - The industrial drone industry in China is experiencing explosive growth, becoming a core driver of low-altitude economic development [3]. - The industry chain has formed a complete ecosystem consisting of upstream raw materials and subsystems, midstream manufacturing and services, and downstream applications [3]. - Industrial drones are evolving from standalone devices to full-stack solutions that integrate hardware, software, and services [3]. Summary by Sections Industrial Drone Manufacturing Market Characteristics - The multi-rotor industrial drone market in China is highly competitive with numerous manufacturers, while the fixed-wing industrial drone market has a higher concentration due to significant technical barriers [5][17]. - The vertical take-off and landing fixed-wing market is a rapidly growing segment with extremely high market concentration [5][17]. - The manufacturing costs, sales prices, and operational thresholds vary significantly across different product types, with multi-rotor drones being the most accessible and cost-effective [17][19]. Application Scenarios and Technology Trends - In the surveying and geographic information sector, industrial drones will focus on the integration of AI with geographic information, multi-source data fusion, dynamic updates, and autonomous operations [6][21]. - In the inspection field, drones will advance towards fully autonomous flights, AI-driven inspections, and integrated platforms for data fusion [6][30]. - In security monitoring and emergency response, drones will develop around AI integration, edge computing, and modular designs for specialized emergency solutions [6][36]. Downstream Applications - In surveying and geographic information, drones are used for rapid data acquisition, environmental monitoring, and land registration, significantly enhancing efficiency compared to traditional methods [20][26]. - In the inspection sector, drones are applied in various industries such as power, oil and gas, and transportation, improving safety and reducing operational costs [27][29]. - In security and emergency response, drones provide real-time monitoring, rapid response capabilities, and enhanced situational awareness during emergencies [32][38].