Core Viewpoint - The article discusses the competitive tension between YingShi Innovation Technology Co., Ltd. and DJI, highlighting the supply chain exclusivity and sales channel conflicts that YingShi faces due to DJI's market dominance [4][5][7]. Supply Chain Exclusivity - YingShi has been facing increasing pressure from suppliers to not collaborate with them, as many suppliers are coerced into exclusive agreements with DJI, leading to a significant impact on YingShi's ability to source essential components [4][6][8]. - The exclusivity has escalated over the past five years, with suppliers being explicitly instructed to cease cooperation with YingShi, particularly as the launch of YingShi's drone brand "Antigravity" approaches [10][12][14]. - Key components affected include optical lens modules, structural parts, and electronic components, with suppliers reporting that they are unable to fulfill orders for YingShi due to these exclusivity agreements [13][15][20]. Sales Channel Conflicts - The article details incidents where YingShi's sales efforts have been undermined by DJI's influence, such as the forced removal of YingShi's store signage in a photography equipment market due to a directive from DJI's distributors [24][28][30]. - The competitive landscape has shifted from product specifications to aggressive tactics in retail spaces, with DJI leveraging its market power to restrict YingShi's access to key sales channels [29][31]. - YingShi's sales team has reported multiple instances of distributors being pressured to choose between selling DJI or YingShi products, indicating a growing trend of exclusivity in retail partnerships [30][32]. Supplier Concerns - Suppliers are caught in a dilemma, as many rely heavily on DJI for their revenue, making it difficult to risk losing that business by working with YingShi [18][20][22]. - The article notes that while some suppliers are exploring alternative arrangements to support YingShi, the overarching pressure from DJI remains a significant barrier [15][34]. - The competitive dynamics in the supply chain are further complicated by the relatively low technical barriers in the optical lens module industry, which makes it challenging for suppliers to justify taking risks with new partnerships [20][22]. Market Dynamics and Future Outlook - The ongoing conflict between YingShi and DJI is expected to shape the future of the drone market, with potential implications for market share and supplier relationships as the industry evolves [18][34]. - YingShi is adapting its strategy by diversifying its supplier base and seeking partnerships with those willing to collaborate, indicating a proactive approach to mitigate the impact of exclusivity [34][35]. - The article raises questions about the legality and ethics of such exclusivity practices in the context of antitrust laws, suggesting that the situation may prompt regulatory scrutiny in the future [35].

作为全国低空经济发展的区域"领头羊"，广东低空经济产业规模已超千亿元，长期以来位居全国前列。 相关统计显示，广州、深圳、珠海等地已集聚全国30%以上低空经济企业，并创下多个全国第一。产业 链优势让大湾区孕育出数不胜数的低空"黑马"。 12月12日至14日，2025国际低空经济贸易博览会（广州）暨第八届全球无人系统大会（GUSC2025）在 广交会展馆举办。这是大湾区低空经济全球化交流的核心平台之一，600余家产业链企业齐聚，面向全 球50多个国家和地区展示核心技术与产品。 其中，广东湾飞领航科技有限公司于本届广州低贸会上首次公开发售包括国产倾转旋翼无人飞机在内的 四大飞行平台，从工业级应用到特种场景覆盖，以量产落地姿态切入万亿市场。以产品为基，湾飞领航 还在低贸会上斩获两项"金翼奖"，并与吉林国资达成合作，引发行业关注。 1 率先量产！湾飞领航倾转旋翼无人飞机全球发售 斩获多国订单 12月12日广州低贸会首日，湾飞领航官宣四大飞行平台正式面向全球开售。 作为湾飞领航的两大旗舰机型，AirT擎天柱与AirX巡天侯成为广州低贸会现场的"人气王"。这两款机型 搭载了革命性倾转旋翼技术与优化气动设计，精准破解了工业物 ...

国产大型无人机 66 B 近日,一九天"无人机在陕西蒲城圆满 完成首飞任务。作为中国自主创新的大型通 用无人机平台,"九天"到底有哪些硬核本 领?快来看看。 核心优势 大载重 高升限 F 155 07 短起降 性能介绍 机长16.35米 | < 翼展25米 最大起飞重量16吨 载荷能力6000公斤 | 航时12小时 转场航程7000公里 民用领域适配场景 :::: √ 偏远山区、海岛的重型物资运输与精准物流 投送 √ 应急救援中快速恢复通信、投送救灾装备 √ 提供地理测绘、灾情评估、矿产普查等服务 在中华传统文化里,"九天"代表着 至高。它源自《孙子兵法》"善攻者,动 于九天之上"的智慧,也承载着"天有九 重"的古老观念。 "九天"成名于2024年的第十五届 中国国际航空航天博览会。据参展商介绍, "九"是个位数里最大的数字,在古代也 表示虚数,常表示最多、极限的含义。 新华网新闻中心出品 设计：初林 新华网新闻中心出品 文案：袁晗 汪亚 ...

杭州首个复用型无人机起降点启用 低空配送网络升级 除了服务功能，吴山起降点还被赋予了科普展示与公众体验的新角色。当天，不少市民和游客前来拍照 打卡。 当前，杭州上城区以中央创新区(CID)为核心建设"低空商务港"，已推出空中航站楼、全国首个"低空 +高铁"跨城联运、钱塘江星光航线等多元场景，通过持续培育"低空+物流""低空+文体旅""低空+医 疗""低空+载人"等低空消费新业态，丰富低空出行与商业体验。 清波街道相关负责人表示："低空'西子魔盒'不仅是技术的集成终端，更是连接科技与生活的场景转换 器。我们将以此为契机，把科技动能转化为民生体验与商业活力，让低空服务不仅'飞起来'，更真正'融 进去'，成为赋能消费、服务百姓、点亮文旅的崭新翅膀。"(完) 中新网杭州12月12日电 (钱晨菲)"WS00001，下单成功！"12月12日，随着首单指令生成，浙江杭州吴山 广场见证了城市低空经济发展的新节点——由杭州低空产业发展有限公司联合杭州上城区清波街道、上 城区文商旅投资控股集团有限公司打造的杭州首个"复用型无人机起降点"暨低空"西子魔盒"正式亮相并 启用，这也标志着杭州在构建智慧城市低空服务网络、推动低空应用融入 ...

Core Insights - The 2025 International Low Altitude Economic Trade Expo and the 8th Global Unmanned Systems Conference will be held in Guangzhou from December 12 to 14, focusing on the entire low-altitude economic industry chain [1] - The event aims to showcase cutting-edge technologies, equipment achievements, and application scenarios to promote collaborative development in the low-altitude industry, highlighting China's comprehensive strength in this field and Guangdong's leading role [1] Industry Overview - The low-altitude economy is becoming a crucial driver for new productive forces and economic growth in Guangdong, with over 15,000 related enterprises in the province, accounting for more than 30% of the national total [3] - Guangdong's low-altitude economic output is projected to exceed 180 billion yuan in 2024, marking its entry into the trillion-yuan scale [3] - The province dominates the drone market, producing 70% of global consumer drones and 50% of industrial drones, showcasing significant market share [3] Infrastructure and Achievements - Guangdong has established 64 general airports, over 1,400 takeoff and landing points, and nearly 700 drone flight routes, along with approximately 66,000 5G-A base stations [3] - The province has expanded application scenarios, including the world's first cross-sea and cross-city eVTOL route and the Greater Bay Area's first ultra-long drone logistics route [3] - The equipment manufacturing industry chain is complete, with EHang's EH216-S being the world's first manned eVTOL with all four necessary certifications, and XPeng's flying car factory currently in trial production in Guangzhou [3] Event Participation and Innovations - The expo features over 350 participating companies and institutions, with more than 255 local enterprises from Guangdong, representing over 70% of the exhibitors [4] - The event showcases a comprehensive view of the low-altitude economy's "manufacturing, application, and service" collaboration, reflecting Guangdong's clustering effect and innovative vitality [4] - Innovative products such as the "Low Altitude Route Operation Safety Capability Assessment Testing" and integrated safety hubs were presented for the first time [4] Future Developments - The Guangdong Low Altitude Economic Company will host a specialized report meeting on "Innovative Application Scenarios and Element Support for Low Altitude Economy" at the upcoming 2025 Guangdong-Hong Kong-Macao Greater Bay Area Low Altitude Economic High-Quality Development Conference [5] - The meeting will gather experts, scholars, and representatives from the industry and financial institutions to discuss application experiences and support paths for logistics, cross-border flights, transportation, public services, production operations, and cultural tourism [5]

12月12日中无人机大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 价（%） | 业部 | | | 13.96 | 654.86 | 46.91 | 0.00 | 机构专 | 瑞银证券有限责任公司上海花园石 | | | | | | 用 | 桥路证券营业部 | 中无人机12月12日大宗交易平台出现一笔成交，成交量13.96万股，成交金额654.86万元，大宗交易成交 价为46.91元。该笔交易的买方营业部为机构专用，卖方营业部为瑞银证券有限责任公司上海花园石桥 路证券营业部。 证券时报·数据宝统计显示，中无人机今日收盘价为46.91元，上涨2.76%，日换手率为2.21%，成交额为 6.93亿元，全天主力资金净流入2798.15万元，近5日该股累计上涨3.90%，近5日资金合计净流入300.06 万元。 两融数据显示，该股最新融资余额为5.03亿元，近5日减少1456.89万元，降幅为2.82%。 据天眼查APP显示，中航(成都)无人 ...

人民财讯12月12日电，12月12日，四川大学华西医院低空智能物流医疗样本配送航线正式启运，这条由 华西医院联合芯明智能、美团无人机开通的成都首条高密度核心城区常态化低空无人机医疗航线，标志 着"低空+医疗"创新模式在成都市中心区域进入实质化、常态化运行阶段，为医疗物流体系升级、患者 就医体验提升开辟了新路径。随着"一院三区"格局的形成，跨院区转运特殊检验样本成为华西医院刚 需，这条跨越城市上空的"生命速递通道"，将最长45分钟的地面运输时间大幅压缩至稳定的15分钟。 ...

Core Viewpoint - The competition between DJI and Insta360 has escalated into a supply chain war, where suppliers are pressured to choose sides, leading to significant challenges for Insta360 in securing necessary components and sales channels [2][5][10]. Supply Chain Dynamics - Insta360's founder revealed that several core suppliers are facing "exclusivity" pressures, with multiple categories of components being affected, including optical lens modules and electronic components [2][7]. - Suppliers are increasingly reluctant to work with Insta360 due to the dominance of DJI, which has established a near-monopoly on certain supply chains, effectively forcing suppliers to choose between the two companies [3][11]. - The exclusivity agreements have expanded from primary suppliers to secondary suppliers, impacting a wide range of components essential for drone manufacturing [9][12]. Sales Channel Conflicts - The competition has also manifested in sales channels, with reports of aggressive tactics from DJI, including the dismantling of Insta360's store signage by mall management under pressure from DJI [4][15]. - A specific incident involved a store owner who invested heavily in renovations only to have their store's branding removed due to a hidden exclusivity agreement favoring DJI [18][20]. Supplier Concerns - Suppliers are caught in a dilemma, as losing DJI as a client could significantly impact their revenue, with some reporting potential declines of over 10% if they switch to working with Insta360 [11][12]. - The competitive landscape is further complicated by the fact that many suppliers are evaluating the market dynamics before making a decision, with some opting to wait and see how Insta360's products perform in the market [12][13]. Strategic Responses - Insta360 has been proactive in addressing the supply chain challenges by diversifying its supplier base and developing backup plans to mitigate the impact of exclusivity agreements [22]. - The company is focusing on building relationships with suppliers willing to collaborate and is exploring partnerships with those not aligned with DJI [22][23].

Core Viewpoint - The article discusses the competitive tension between two companies, DJI and Insta360, highlighting the supply chain exclusivity and market strategies that have emerged as a result of their rivalry [2][5][30]. Supply Chain Exclusivity - Insta360's founder revealed that several core suppliers have faced pressure to not collaborate with Insta360, indicating a trend of exclusivity in the supply chain where suppliers must choose between working with DJI or Insta360 [2][8]. - The exclusivity has escalated, with suppliers being explicitly instructed to cease any cooperation with Insta360, impacting their ability to source critical components [9][10]. - The primary area affected by this exclusivity is the optical lens module sector, where suppliers are increasingly pressured to align with DJI due to its dominant market position [11][17]. Sales Channel Conflicts - The competition has extended to sales channels, with reports of physical store signs for Insta360 being forcibly removed due to pressure from DJI's distributors [4][19]. - A specific incident involved a store owner who invested significantly in renovations only to be informed of a ban on selling Insta360 products due to a "hidden directive" from DJI [24][25]. - The article notes that DJI has been actively working to secure exclusive sales agreements with retailers, limiting the presence of competing brands like Insta360 in key retail spaces [26][27]. Supplier Concerns - Suppliers are caught in a dilemma, as many rely heavily on DJI for revenue, with some reporting that losing DJI as a client could lead to significant revenue declines [14][15]. - The article highlights that while some suppliers are willing to support Insta360, they are cautious due to the potential financial repercussions of losing DJI's business [12][13]. - The competitive landscape is further complicated by the fact that many suppliers do not face capacity constraints, making the choice between DJI and Insta360 a strategic rather than a necessity-driven decision [15]. Market Dynamics and Responses - Insta360 has been proactive in developing alternative supply chain strategies to mitigate the impact of exclusivity, including diversifying its supplier base and fostering relationships with willing partners [30]. - The article suggests that the ongoing competition may ultimately drive innovation and growth within the industry, as companies adapt to the challenges posed by exclusivity [30][31]. - The legal implications of such exclusivity practices are also discussed, with experts weighing in on the potential antitrust concerns surrounding DJI's market behavior [31].

云圣智能在中关村孵化后，将研发中心设在北京，生产测试与组装环节布局在天津，投身京津冀协同发 展，借助天津经济技术开发区的政策支持，8年的时间，企业产品营收从几十万元增长到数亿元。 发展至今，从高原到山谷，从严寒、大风到应对各种复杂环境挑战，云圣智能的无人机巡检系统已在全 国多地应用，为当地电力、新能源、消防应急、城市治理等提供"机、网、云"一体化系统解决方案。 2017年，朱胜利与在北京大学深造多年的挚友陈方平博士共同创立了一家公司，取名"云圣智能"，寄托 着在低空经济领域腾云驾雾、一飞冲天的壮志雄心。 新华社音视频部 新华社天津分社 联合制作 "十五五"规划建议描绘中国未来五年发展蓝图，提出"培育壮大新兴产业和未来产业"，部署"加快新能 源、新材料、航空航天、低空经济等战略性新兴产业集群发展"。 在技术与政策双轮驱动下，天津的低空产业呈现出集聚化发展特征，为众多相关企业创造了更为稳定和 专注的发展环境，使其能够心无旁骛地投入技术创新与业务拓展，并对行业未来充满信心与期待。 策划：刘佩、邵香云 作者：杨子春、郝杰 ...