然而，大疆11月18日发布的三款新品进一步将"价格战"推向白热化：T100S（40999元起）、T70S （35999元起）、T55（31999元起），定价明显低于市场预期。外界认为，大疆此次在极飞科技赴港 IPO的关键时刻发动如此凌厉的价格攻势，或意在进一步抢占市场。 农业无人机从"新鲜工具"变成"生产力标配" 在农业无人机领域，大疆主要的对手是同样来自中国的厂商——极飞科技。弗若斯特沙利文数据显示， 2024年全球农业无人机市场超75%的份额由两家中国公司占据：大疆以59%的市占率位居第一，极飞科 技则以17.1%的份额排名第二。 今年9月底，极飞科技向港交所提交招股书，这是极飞科技第二次冲刺IPO（首次公开募股）。与2021 年冲刺A股上市时的亏损状态不同，极飞科技在2024年实现扭亏为盈，今年上半年净利润超过去年全年 水平，达到1.34亿元；公司农业无人飞机平均售价已降至3.75万元，与去年相比降幅约达10%。 过去，农业生产中的植保环节主要依靠人力完成。从背负式喷雾器到拖曳粗塑料管的机动喷药机，不仅 效率低下，作业环境也颇为艰苦，还存在药液浪费和农户健康风险等问题。2019年，云南寻甸的高山彝 族地 ...

Core Viewpoint - The article discusses the advancements in agricultural drones, particularly focusing on DJI's new products that have reached L3 (conditional automation) levels, highlighting the integration of AI and sensor technologies in enhancing automation and market penetration in agriculture [3][4][7]. Group 1: Technological Advancements - DJI's agricultural drones have achieved L3 automation, allowing for fully automated operations in specific scenarios [7]. - The new T100S drone can carry loads of 90 kg and 95 kg, with production capabilities of 400-500 units per day [6]. - The flight hours of agricultural drones now account for 98% of the entire drone industry, indicating a significant increase in usage [6]. Group 2: Market Penetration and Challenges - DJI's annual shipments of agricultural drones have increased from 2,000 units a decade ago to 200,000 units this year, with a domestic subsidy of approximately 62,000 units out of 70,000 [6][11]. - The penetration rates for different crops show that rice has a 60% penetration, while orange trees have only 40%, primarily due to obstacles like power lines [11][12]. - The average operational frequency for corn in Inner Mongolia is only 1.8 times, significantly lower than the 9.5 times for rice and wheat, indicating a need for increased usage [12]. Group 3: Sensor Technology and AI Integration - The integration of multiple sensors, including visual sensors, laser radar, and millimeter-wave radar, is essential for navigating complex agricultural environments [8]. - AI has been incorporated into mobile applications for pest identification and medication recommendations, enhancing the operational efficiency of drones [9]. Group 4: International Market Expansion - DJI's primary market remains domestic, with significant potential in Latin America and East Asian countries, but faces regulatory challenges in Europe regarding chemical spraying and pilot certification [13]. - The need for adaptation to local regulations and practices presents a barrier to expanding into international markets [13].

Core Insights - DJI Agriculture has launched three new agricultural drones: T100S, T70S, and T55, with T100S being the flagship model, emphasizing safety and intelligence in design [1][2] Product Features - The T100S has undergone significant design changes, reducing its weight from 60 kg to 46 kg, a decrease of over 23%, allowing for easier handling by operators [1][2] - The T100S features an 85-liter pesticide tank and supports a payload of 90 kg, an increase of approximately 10 kg compared to the previous T100 model [2] - The T100S incorporates a new single-layer propeller design, enhancing propulsion efficiency while maintaining a balance between load capacity and portability [2] - The T100S is equipped with a new generation laser radar system, achieving a point cloud density of 760,000 points, a 153% increase from the previous model, significantly improving environmental perception and operational precision [2] Market Positioning - The T70S retains the safety systems and core functionalities of the T100S, targeting users with smaller plots or lower annual operational volumes [3] - The T55 is designed for lightweight operation and ease of use, featuring a 50-liter spray capacity and a dual nozzle design that increases flow rate by 33% [3] User Demographics - The customer base for DJI Agriculture drones has shifted, with over half of the buyers now being ordinary farmers, necessitating simpler operation and smaller equipment [3][4] - DJI's agricultural equipment accounts for nearly 90% of the market share in China, highlighting its leadership position in the industry [4] Production Capacity - DJI has opened a new production line in Heyuan, Guangdong, with a capacity of approximately 500 units, indicating potential for future expansion [4]

11月18日，大疆宣布发布3款农业无人机新品，分别为T100S、T70S 及 T55。 旗舰机型 T100S最大起飞重量 149.9 公斤，喷洒系统容量达 85 升、播撒载重90公斤，吊运载重 95 公斤，适用于超大地块、果树植保、农资吊运及蔬菜作业 等多场景；T70S喷洒载重 50 升，播撒载重 70 公斤，吊运载重 70 公斤，延续旗舰核心性能，以更高性价比满足中型地块种植户、中小果园自用的需求。 ri AMS t and a g Price the first t 2 24 p alized 478 04 te t weeks 12 201 the start ar y 197 child Contine and American 大疆T100S 此外，今年还发布了主打轻量化设计与单人作业便捷性的入门级产品T55。T55喷洒容量为 50 升、播撒容量为 80 升、吊运功能支持 40 公斤。单人即可轻松 完成设备转运，且操作简单，仅需一部手机即可完成全自动作业规划。 As 73 200 per of the NORTHE 影音 2 2 3 3 3 3 cks and 1997 The December 7 ...