How is the development of the drone industry?

The main listed companies in the industry: Northern Navigation (600435), Hongdu Airlines (6003 16), Zongheng Co., Ltd. (688070), Guandian Defence (688287), Aerospace Rainbow (002389), etc.

The core data of this paper: the global UAV market scale; Market size of civil UAVs in China: the number of UAVs registered with real names in China.

General situation of industry

1, definition and classification of UAV

Unmanned aerial vehicle is an unmanned aerial vehicle controlled by radio remote control equipment and its own program control device. There is no pilot on board, but autopilot, program control device and other equipment are installed. On the ground, on the ship or in the remote control station of the mother machine, people track, locate, remotely control, telemeter and transmit data through radar and other equipment. Broadly speaking, winged missiles can also be regarded as unmanned aircraft, but the unmanned aircraft mentioned in this report mainly refers to unmanned aircraft without pilots.

Uavs can be divided into military and civilian categories according to their uses, and some are also used for scientific research.

2. Industrial chain analysis

The upstream of UAV industrial chain is the design and development of UAV and the production of key raw materials, among which the key raw materials are metal materials and composite materials, including special materials such as titanium alloy, aluminum alloy and ceramic matrix.

The whole machine manufacturing of midstream UAV includes three aspects: flight system, ground system and mission load system, which is the core part of UAV manufacturing. The flight system includes power system, navigation system, flight control system, communication system and airframe manufacturing. It is the core system for UAV to complete the whole flight process, such as take-off, air flight, mission execution and return to the field.

Downstream of UAV industrial chain is the application scene of UAV, which can be used in military reconnaissance, military strike, aerial photography, lighting performance, agriculture and forestry, plant protection, disaster rescue, logistics and transportation, power inspection and other fields.

The representative enterprises in the upstream of UAV industrial chain mainly include oil refining aviation, Baoti, China Aerospace, Taihe New Materials, Huitong, Jubili Technology and other enterprises.

The representative enterprises of flight control system in the middle reaches of UAV industrial chain include Weihai Guang Tai and Zero Intelligence Control. The representative enterprises of power system include Xinwangda, Desai, Peng Hui Energy, Greep, Microlight and so on. The representative enterprises of navigation and communication systems include Yiwate, Zhonghaida, and Guandian Defence. The representative enterprises of fuselage structural parts include CITIC Haizhi and Boyun New Materials. The representative enterprises of mission load system include Gaode Infrared, Huace Navigation, Zhonghaida, Zongheng, Times Starlight, Dali Technology, CITIC Haizhi, Saiwei Intelligent and Zhendi Technology, and the representative enterprises of ground systems include DJI, Huakor, Yiwate, Huace Navigation, CITIC Haizhi and Zhonghaida. In the whole manufacturing process of UAVs, the representative enterprises of military UAVs include AVIC Shen Fei, Aviation Industry, Aerospace Rainbow, Hongdu Aviation, Northern Navigation, Huali Chuangtong and other representative enterprises of civil UAVs include DJI, Extreme Flying Technology, Zero Intelligent Control, Polar Wing, Yiwate, Saiwei Intelligent, SF Holdings and so on.

Industrial development course

The development of UAV in China began with military UAV. As early as 1960, China began to develop unmanned aerial vehicles. 1964, type I UAV was born, and type II UAV was also developed in 1970s. Until 1980, the state approved the design finalization of Wuxian -5. 198 1 began to equip the armed forces. UAVs have played an important role in military patrols and tactical reconnaissance, which is a leap in the field of UAV technology in China. At the end of the 20th century, Xi 'an Aisheng Technology Group Company became the first large-scale UAV manufacturer in China, and Chinese UAVs entered a stage of steady development, gradually changing from the military field to the civilian field. In 20 12, DJI UAV released the first consumer-grade UAV, which detonated the civil UAV market. Since then, the civil drone market in China has exploded. Nowadays, UAV products involve all fields of civil scenes and contribute to improving the efficiency of all fields.

Industry policy background

China's UAV industry policy is mainly reflected in encouraging UAVs to be used in various fields, including plant protection, industrial development, biological monitoring, transportation services and other fields.

Judging from the number of policies related to UAV development issued by provincial and municipal government departments, Guangdong, Jiangsu and Zhejiang provinces have a relatively large number of UAV development policies. The government's policy on drones is generally promoting the application of drones in various aspects, including major marine emergency development and energy development in Guangdong, aerospace and new e-commerce in Zhejiang, soil pollution prevention and agricultural digitalization in Jiangsu.

Current situation of industry development

1, current situation of global UAV industry

In the global market, drones are gradually infiltrating from a consumer product to applications in all walks of life, and the market scale is steadily expanding. According to the drone industry

According to the survey data released by Insights, the global UAV market in 20021year was about 25.6 billion US dollars, up 14% year-on-year.

2. Present situation of China's UAV industry

Judging from the number of registered users of UAV owners in China, according to the data of the Civil Aviation Administration, by the end of 20021,the number of registered users of UAV owners in the whole industry had reached 78 1 10,000, a year-on-year increase of 40%. Among them, there were 710.8 million individual users, up 44.2% year-on-year, and 63,000 corporate users in enterprises, institutions and institutions, up 5% year-on-year.

Judging from the number of real-name registered UAVs in China, according to the data of the Civil Aviation Administration, by the end of 20021,832,000 UAVs had been registered in the whole industry, an increase of 3 1.5 million compared with 2020, and a year-on-year increase of 6 1%. It reflects that the development of China's UAV industry is in a rapidly rising stage.

UAV has played an important role in social and economic development. In recent years, the civil UAV market in China has developed vigorously. In 20021year, the market scale of civil unmanned aerial vehicles in China reached 86.9.1200 million yuan, an increase of 27.008 billion yuan compared with 2020 and a year-on-year increase of 45.09%.

Industry competition pattern

1, the competition pattern of Chinese UAV enterprises

Judging from the competition pattern of military UAV enterprises in China, at present, UAV research funds in China mainly come from state funds, with Beihang University, China Southern Airlines and Northwestern Polytechnical University taking the lead, and subordinate institutes and units such as China Aviation Industry Corporation, China Aerospace Science and Industry Group and China Aerospace Science and Technology Group actively participating in the research and development.

Judging from the competition pattern of China's civil UAV enterprises, at present, the well-known brands of China's civil UAVs are DJI, AEE, Zhendi, Xiang Hao, Feifei, Yihang, Huake and Zero Intelligence Control, among which the market share of DJI brand UAV products accounts for about 70% of the UAV market.

2. The regional competition pattern of Chinese UAVs.

According to China Enterprise Database, Chinese UAV enterprises are mainly distributed in Guangdong, Jiangsu and Shandong provinces. As of September, 2022, the number of related enterprises in Guangdong UAV industry is relatively large, ranking first. Representative enterprises include Wang Nan Science and Technology, Tongxingda, Jiechuang Intelligent and AVIC. UAV enterprises in Jiangsu Province include Guodian Nanrui, Baoxin Technology and Jiangsu Hengsheng. Shandong UAV industry enterprises include Dongfang Electronics, Wind Vane Aviation, Kechuang Zhiyuan and so on. Among them, UAV enterprises in Jiangsu Province and Zhejiang Province pay more attention to the direction of agricultural plant protection.

Industry development prospect and trend forecast

According to the current UAV development policy, background of the times, and UAV market demand, China's UAVs will probably develop into intelligence, deepening and miniaturization, and the demand for UAVs in agricultural scenes will be more obvious.

From the perspective of civil drones, agricultural plant protection, aerial remote sensing, disaster monitoring and reporting, mineral exploration, digital China construction and so on all need a large number of drones. At present, the popularization and application of industrial drones are accelerating. At the same time, with the participation of private enterprises, the application of domestic consumer drones has gradually begun to spread, and the market potential of consumer drones is huge. According to the preliminary forecast of Forward-looking Industry Research Institute, the market size of China's UAV industry will exceed 250 billion yuan in 2027.

For more research and analysis of this industry, please refer to the Analysis Report on Market Foresight and Investment Strategic Planning of China UAV Industry by Forward-looking Industry Research Institute.