低空耕者：农业无人机重塑智慧农耕的新范式与未来图景，头豹词条报告系列

Investment Rating - The report rates the agricultural drone industry positively, indicating a strong growth potential with a projected market size increase from 250.7 billion RMB in 2024 to 325.54 billion RMB by 2029, reflecting a compound annual growth rate (CAGR) of 5.47% [42][45]. Core Insights - Agricultural drones are transforming smart farming practices, driven by technological advancements, policy support, and a concentrated market structure dominated by leading companies like DJI and XAG, which together hold 70%-80% of the global market share [5][20]. - The industry is characterized by a shift from traditional pest control applications to a broader range of functions, including precision seeding and monitoring, facilitated by advancements in AI and sensor technology [18][40]. - The market is expected to benefit from labor shortages in agriculture, increasing demand for precision management, and ongoing technological improvements [5][43]. Industry Overview - Agricultural drones are defined as unmanned aerial vehicles that operate without human pilots, utilizing remote control or autonomous systems for various agricultural tasks [6]. - The industry has seen significant growth from 231.2 billion RMB in 2020 to 250.7 billion RMB in 2024, with expectations of further expansion due to labor shortages and policy support [42][43]. Market Dynamics - The agricultural drone market is highly concentrated, with DJI and XAG leading the competition, which is characterized by a duopoly [20][52]. - The report highlights the importance of technological innovation, with companies investing heavily in R&D to enhance product capabilities and maintain competitive advantages [54][55]. Policy Support - Government policies are increasingly supportive of the agricultural drone sector, with subsidies reaching up to 40% for drone purchases, which is expected to further stimulate market growth [19][44]. - The "14th Five-Year Plan" emphasizes the development of smart agricultural machinery, providing a framework for the industry's future [45]. Technological Advancements - Continuous technological upgrades are expanding the application scenarios for agricultural drones, moving beyond pest control to include precision seeding and real-time monitoring [18][40]. - The integration of AI and advanced sensors is enhancing operational efficiency, with significant improvements in data collection and analysis capabilities [27][40]. Competitive Landscape - The competitive landscape is marked by a few dominant players, with DJI holding a significant market share and a strong patent portfolio, while XAG excels in precision spraying algorithms [20][53]. - New entrants are emerging, leveraging innovative technologies to carve out niche markets, indicating a dynamic competitive environment [56][57].