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追觅科技布局低空经济 进军无人机领域
Bei Ke Cai Jing· 2025-08-21 04:12
编辑 岳彩周 校对 杨许丽 新京报贝壳财经讯(记者陈维城)8月20日,追觅科技宣布,确认将正式拓展无人机业务,战略布局低 空经济这一万亿级新赛道。目前,公司正积极组建专业的无人机研发团队,且核心团队架构已初具雏 形,标志着其跨界发展进入实质性阶段。 据了解,追觅科技创始团队多人来自清华大学"天空工场",具备深厚的航空航天技术基因。追觅表示, 在明星扫地机产品上锤炼出的三维空间感知、动态避障等技术,以及高速数字马达等核心能力,可直接 迁移并复用于无人机的飞控与导航系统。 ...
影石“撒币”容易,“偷家”大疆很难
3 6 Ke· 2025-08-21 03:37
Core Viewpoint - The article discusses the recent developments of YingShi Innovation, particularly its entry into the consumer drone market, the public's reaction to its founder's extravagant behavior, and the competitive landscape with DJI [2][5][12]. Company Developments - YingShi Innovation's founder, Liu Jingkang, celebrated the public testing of their new drone, Antigravity A1, by throwing cash at employees, which reportedly amounted to 200,000 RMB [2][5]. - Following this event, YingShi's stock price surged from 187.02 RMB to 300 RMB within three trading days, marking a 60% increase and pushing its market capitalization to over 100 billion RMB [5]. - The company aims to diversify its growth by entering the drone market, which Liu Jingkang identified as a response to unmet customer needs and market growth potential [7][11]. Market Position and Competition - YingShi Innovation holds a dominant position in the global panoramic camera market with a 67.2% market share in 2023, expected to rise to 81.7% in 2024 [7]. - Despite this success, the company faces pressure to find new growth avenues, as the panoramic camera market is considered niche and competitive [8][10]. - The global drone market is projected to grow from $26.12 billion in 2025 to $40.56 billion by 2030, with a compound annual growth rate of 9.2% [13]. - DJI currently dominates the consumer drone market with over 70% market share, making it a formidable competitor for YingShi [14][15]. Product Launch and Features - The Antigravity A1 drone is marketed as a compact device capable of shooting 8K panoramic videos, weighing less than 249 grams, and is positioned as a flying panoramic camera [16]. - The product is set to officially launch in January 2026, alongside a vision headset and a remote control [16]. Strategic Insights - Liu Jingkang emphasizes that YingShi does not aim to replicate DJI's business model but seeks to innovate in its own right [18][22]. - The company has a history of extravagant employee rewards, which reflects its unique corporate culture and approach to business [20][22].
鹏城增添低空经济新引擎
Shen Zhen Shang Bao· 2025-08-20 23:19
【深圳商报讯】(记者 张妍 张宇婷)大鹏新区将添低空经济新引擎——大鹏新区无人机测试基地,计 划于9月底正式启幕。该基地由深城交(301091)低空运营公司投资运营,是深圳四大无人机测试基地 之一。 作为低空经济创新风向标,基地将推动无人机及相关技术商业化。目前诚邀全球合作伙伴参与,市民也 可体验科技与文旅融合新场景。 基地规划"五大中心"提供全周期服务:研发中心降低企业研发成本;检验检测中心聚焦中型无人机、 eVTOL等机型;展览展示中心提供展示与路演平台;交易交付中心涵盖航空器全链条服务;科普培训 中心开展教育与竞赛活动。 依托三面环海的地理优势,基地坐拥山、海、湖、岛、城全场景,将打造eVTOL"空中纽北赛道",建设 中型无人机测试场,拓展无人船、车等融合应用。应用场景覆盖政务、文旅、物流、出行等领域,如应 急救援、低空游览、海岛运输、空中交通等。 基地坐落于坝光片区,拥有41.98平方公里、真高600米的适飞空域,及周边200平方公里海域适飞区。 其空域开阔封闭,年均风速低于2.5米/秒,地闪频率低,安全性高,可满足中型无人机、eVTOL(电动 垂直起降航空器)的试飞测试及适航审定需求。 ...
鹏城增添低空经济新引擎 大鹏新区无人机测试基地将启用
Shen Zhen Shang Bao· 2025-08-20 17:00
Core Insights - The Dapeng New Area will launch a new low-altitude economy engine with the establishment of a drone testing base, set to officially open at the end of September [1] - The base is one of four drone testing facilities in Shenzhen, covering an area of 41.98 square kilometers with a flight altitude of up to 600 meters [1] - The facility features a spacious and enclosed airspace with an average annual wind speed of less than 2.5 meters per second, ensuring high safety for testing medium-sized drones and eVTOLs [1] Summary by Sections Base Features - The drone testing base is located in the Bagang area and includes a surrounding flight zone of 200 square kilometers over the sea [1] - It is designed to meet the testing and airworthiness certification needs for medium-sized drones and eVTOLs [1] Service Centers - The base will provide five major service centers: - R&D Center to reduce development costs for companies - Inspection and Testing Center focusing on medium-sized drones and eVTOLs - Exhibition Center for showcasing and roadshow platforms - Transaction and Delivery Center covering the entire aircraft service chain - Science Education and Training Center for educational and competitive activities [1] Application Scenarios - The base aims to leverage its geographical advantages, surrounded by mountains, sea, lakes, islands, and urban areas, to create an "airway north-south corridor" for eVTOLs and develop testing grounds for medium-sized drones [1] - Potential application scenarios include government services, cultural tourism, logistics, and transportation, such as emergency rescue, low-altitude sightseeing, island transportation, and air traffic [1] Industry Impact - As a benchmark for innovation in the low-altitude economy, the base is expected to promote the commercialization of drones and related technologies [1] - The facility is inviting global partners to participate, and citizens will have opportunities to experience new scenarios that integrate technology and cultural tourism [1]
追觅进军无人机领域 正积极组建研发团队
Feng Huang Wang· 2025-08-20 12:17
Core Insights - The company, ZhiMi Technology, has confirmed its entry into the drone sector, marking a significant expansion of its business operations [1] - The drone project has entered a substantial initiation phase, with the company actively assembling a specialized drone research and development team [1] - ZhiMi's existing technologies, such as 3D spatial perception and dynamic obstacle avoidance algorithms used in its vacuum cleaners, are expected to synergize well with drone flight control and intelligent navigation systems [1]
追觅回应进军无人机市场
Cai Jing Wang· 2025-08-20 12:06
Core Insights - Recently, it has been reported that Chasing Technology will expand into the drone business, confirming its strategic layout in the low-altitude economy, a trillion-level new sector [1] - The company is actively forming a specialized drone research and development team, with the core team structure already taking shape, indicating a substantial phase in its cross-industry development [1] - The founding team of Chasing Technology includes several members from Tsinghua University's "Sky Factory," providing a strong aerospace technology background that gives an inherent advantage for drone development [1]
追觅官宣:正式进军无人机,战略布局低空经济
Xin Lang Ke Ji· 2025-08-20 10:10
行业观察人士普遍认为,追觅科技展现出的这种高效技术迁移与平台复用能力,使其成为低空经济赛道 中不可小觑的强力竞争者,其未来发展值得期待。(罗宁) 新浪科技讯 8月20日晚间消息,国内科技企业追觅科技确认将正式拓展无人机业务,战略布局低空经济 这一万亿级新赛道。目前,公司正积极组建专业的无人机研发团队,且核心团队架构已初具雏形,标志 着其跨界发展进入实质性阶段。 据了解,追觅科技创始团队多人来自清华大学"天空工场",具备深厚的航空航天技术基因,为无人机研 发注入了先天优势。更为关键的是,追觅在其明星扫地机产品上锤炼出的三维空间感知、动态避障等尖 端技术,以及高速数字马达等核心能力,可直接迁移并复用于无人机的飞控与导航系统,形成强大的技 术协同效应。例如扫地机的生成厘米级精度的动态地图技术可大幅提高无人机识别精度,避障成功率指 数级提升。此外,公司成熟的智能制造体系与全球供应链资源,也将为无人机项目的快速工业化与量产 提供坚实保障。 责任编辑:刘万里 SF014 ...
促进民营经济高质量发展 | 开辟新赛道 塑造新优势——民营企业创新发展观察
Xin Hua She· 2025-08-20 08:41
Group 1 - Ailinchen New Energy Technology (Anhui) Co., Ltd. has an order amount of 60 million yuan and expects to exceed 100 million yuan in annual output this year, focusing on stamping and welding technology for the production of components for new energy vehicles [1] - The private sector in China has been actively innovating and expanding into new fields, with over 92% of national high-tech enterprises being private companies since the 14th Five-Year Plan [1] - Meituan's drone delivery service has opened 64 routes and completed over 600,000 orders as of June this year, complementing traditional delivery methods and expanding urban coverage [1] Group 2 - Runxin Machinery Manufacturing Co., Ltd. has developed the first fully autonomous water treatment system control valve in China, capturing nearly 80% of the domestic industrial valve market and exporting to over 150 countries [2] - Shanxi Jianbang Group has invested over 4 billion yuan in circular economy and energy-saving projects to enhance market competitiveness, with plans to further promote advanced green technologies [3] - Beijing Zhongyi Zhikong Technology Co., Ltd. has launched an intelligent production base in Langfang, Hebei, significantly increasing annual production capacity to meet the digital transformation needs of the grain processing industry [3] Group 3 - The private sector's innovation momentum is supported by local policies, such as financing leasing and fiscal subsidies in Gansu, and R&D vouchers in Hainan for biomedicine [4] - Recent initiatives in various regions aim to bolster the artificial intelligence and robotics industries, with a projected domestic AI market value of $140 billion by 2030 [4] - The development of humanoid robots is gaining government support, accelerating industrialization in this sector [4] Group 4 - The private economy is seen as a significant contributor to high-quality economic development in China, driven by practical measures that stimulate innovation and creativity [5]
黑色家电行业投资策略周报:全景无人机风口已至,影石独领风骚-20250820
CAITONG SECURITIES· 2025-08-20 05:51
Group 1 - The global drone market is experiencing steady growth, with the civilian drone market expected to reach USD 23.2 billion by 2025 and a shipment volume of approximately 7 million consumer drones [4][8] - The Antigravity A1 drone from the company introduces a new segment with VR-level natural interaction and immersive creative experiences, significantly lowering the professional threshold for users [8][9] - The company aims to capture the ultra-micro drone market, potentially generating tens of billions in new revenue over the next three years, becoming a strong second growth curve [14] Group 2 - The home appliance sector showed a mixed performance, with the home appliance index rising by 1.9% during the week of August 11-17, while the overall market indices saw higher gains [16][17] - The white goods, black goods, and small appliances segments experienced varying changes, with black goods increasing by 4.2% [16][18] - Notable individual stock performances included a 27% increase for Shunwei Co. and an 8.7% decrease for Wanhe Electric [18] Group 3 - Raw material prices have shown fluctuations, with copper prices up 7.3% year-to-date and aluminum prices up 5% [22] - The price index for plastics has decreased by 9.2% year-to-date, while the steel price index has seen a slight decline of 2.1% [22] Group 4 - The retail performance of major appliances showed a year-on-year increase in air conditioning sales by 23% and washing machines by 11%, while refrigerators saw a decline of 7% [45] - The online sales of small appliances, particularly vacuum cleaners, have surged with a year-on-year growth of 48% [45]
追觅组建无人机团队:挖角大疆人才,靠「贴牌」抢市场?
Xin Lang Ke Ji· 2025-08-20 01:27
Core Viewpoint - The news highlights the strategic move of Chasing Technology to enter the drone market, which is seen as a counteraction to DJI's recent expansion into the floor cleaning robot sector. Chasing Technology aims to focus on the industrial drone market rather than the consumer market, indicating a shift in their business strategy [1][2][6]. Company Strategy - Chasing Technology is expanding its drone business with a headquarters in Suzhou and a branch in Shenzhen, targeting the industrial market rather than the consumer market [2][5]. - The company is actively recruiting for various positions related to its drone project, indicating a serious commitment to this new venture [3][4]. - The initial operational model for Chasing's drone project is leaning towards e-commerce and "OEM" (original equipment manufacturer) strategies to capture market share [3][6]. Market Context - The drone market is highly competitive, with DJI holding a dominant position, capturing 70% to 85% of the global market share, particularly in North America, Europe, and Asia [6][8]. - The industrial application market for drones, including agriculture, surveying, and security, sees DJI with over 50% market share, making it a challenging environment for new entrants like Chasing Technology [6][8]. Industry Trends - The trend of hardware companies crossing into new sectors is becoming more prevalent, with companies like DJI and Yingstone Technology also expanding their product lines into drones [8]. - Analysts suggest that while Chasing's entry into the drone market is not inherently problematic, the lack of strong technical capabilities could pose significant challenges [8].