云圣智能朱胜利：工业巡检或是低空经济“第一桶金”

Core Viewpoint - The low-altitude economy is flourishing, driven by essential markets such as urban governance and industrial inspection, with drones becoming crucial tools in these areas, particularly in power grid inspections, which represent the industry's "first bucket of gold" [1][3][14]. Urban Governance - The company has initiated projects like the "Integrated Urban Governance Project" in Dongshan County, which is considered a national benchmark for county-level low-altitude governance [5][14]. - The drone systems deployed in urban governance can monitor tourist flows, facility conditions, and environmental changes, enhancing safety and efficiency in city management [6][14]. Industrial Inspection - Drones are increasingly utilized in industrial inspections, especially for power grid monitoring, marking a significant revenue opportunity for the industry [3][14]. - The company has developed a fully autonomous drone inspection system that addresses challenges in battery replacement and operational efficiency, allowing drones to autonomously return to charging stations when low on power [2][11]. Development Phases - The company has undergone four revolutionary phases in drone technology, focusing on achieving true autonomy, integrating machine, network, and cloud solutions, and developing a comprehensive low-altitude network [9][11][12]. - The first revolution involved making drones fully autonomous, eliminating the need for human operators, while the second revolution focused on providing integrated solutions that combine hardware and software [10][11]. Market Outlook - The low-altitude economy is expected to see significant growth over the next 5 to 10 years, with infrastructure development being a key focus [5][9]. - The company is optimistic about the future of the low-altitude economy, anticipating increased demand across various sectors, including emergency response and traffic management [15][16].