Domestic plant protection drone shuffling accelerate who can laugh last

[China Agricultural Machinery Industry News] The recent plant protection drone industry is very noisy. On November 24th, Dajiang and Hanhe launched their main models at the same time. Following the MG-1, Dajiang Company officially launched a new generation of unmanned aircraft for the global MG-1S upgrade version yesterday. The propaganda campaign was very sharp; and Wuxi Hanhe, one of the three domestic fuel aircrafts, was also in November. On the 24th, the “Hanhe Strategic Customer and Media Communication Meeting” was launched. At the meeting, its new generation of flagship product “Mercury No.1” was introduced. In the past few days, Shenzhen Feifei Technology also launched a market-oriented product for the domestic market. .

Domestic plant protection drone shuffle to accelerate who can laugh

In short, the domestic plant protection drone industry is very busy.

However, the excitement is lively, calm down and ponder, I always feel that the domestic plant protection unmanned industry seems to be undergoing some changes.

There are fewer companies entering, but many exits.

Agricultural machinery spray believes that the big change is that fewer companies are entering, and many companies are withdrawing.

Let's talk about the exiting enterprise! According to an expert-level boss in the industry, in 2015, domestic plant protection drone manufacturers exceeded 500, and this year may not even have 200, and agricultural machinery sprayed them out. The drone companies are classified into four categories.

Classes are pure speculators. Such enterprises are in the agricultural machinery industry, and there are more outside the industry. For example, a small company producing small agricultural machinery in Hebei can't resist the temptation to enter the industry rashly, and even withdraws without insisting for one year.

The second category is amateurs. A large number of drone enthusiasts who play RC airplanes in China see business opportunities in the field of agricultural plant protection. In some "brick homes", they enter the industry in batches, but these amateur fans simply do not understand plant protection drones. The depth of the water, so many come in and exit a lot.

The third category is large companies. Some time ago, foreign media reported that Japan’s Kubota also launched an agricultural drone. There are also a few large-scale diversified agricultural machinery manufacturers in China involved in the UAV business, such as SINOMACH, JAC, and Changfa Group. However, drones belong to a small sub-sector. This business can't contribute to the scale of these large enterprises, and it can't generate profits. Therefore, if the new business is not in place, it can only be abandoned.

The fourth category is those without core technology. It is said that it is now possible to smash a drone with less than 2,000 yuan on Taobao, but the agricultural machine spray tells everyone that the drone is easy to fly, but the operation is difficult. Therefore, those companies that do not have research and development capabilities and want to rely solely on social support are constantly withdrawing.

Let's talk about the companies that have stayed or are growing!

Classes are cross-domain companies. For example, Dajiang, originally a consumer-grade UAV, has its own powerful globally distributed research institute. After success in the consumer market, it has entered the field of plant protection drones. Although it cannot be said that it is easy, but also It can be said that it is very smooth.

The second category is military aircraft and industrial drone companies. Well-known in the country are Wuxi Hanhe, Anyang Quanfeng, Shenzhen Tianying Brothers and other veteran drone companies, most of which are military technology in Beijing, Chengdu, Shenzhen, etc., or originally engaged in military drones. Leading figures in R&D, or R&D teams with military backgrounds, with these talents, companies have the ability to develop independently and iteratively develop and sustain.

The third is a company with a good business model. For example, to achieve differentiated competition through services, the typical is Extreme Flying Technology. This company is different from others. Other companies are thinking about selling more planes. But Feifei Technology has a unique approach. It does not sell products and sells services. It has a flying team of 1,000 people and a working area of ​​2016. More than 5 million acres. It is said that in order to drive competitors out of the market, Changhong Company, which had been flying in the past, has already launched a round of price wars. In the cotton operation process in Xinjiang, the plant protection price of drones was 30 yuan, 20 yuan, and all the way to 6 Yuan, according to this, there are few in the industry that can support two years. If Feifei can survive, I believe it is a strong drone enterprise.

A company with strong comprehensive strength will laugh

Agricultural machinery spray believes that the industrial chain of drones is very long. It can be said that it is difficult to find a second one in the agricultural machinery industry. It is difficult for small and powerful enterprises to play the entire industrial chain. Only those companies with strong comprehensive strength and large capital support can laugh. After that.

The drone involves a number of core technologies, such as overall design, power system, flight control system, battery control system, operating system, information system, positioning and navigation system, and machine manufacturing. It is a typical "small but small, five internal organs. The products with the technical content and the difficulty of product organization are not as difficult as the tractors and harvesters. Therefore, to develop a truly unmanned plant protection aircraft, the company needs the above-mentioned technologies and talents. They are all integrated into one company, and few companies can do this at present, and companies entering the plant protection drone industry do not have the technical reserves and industrial base mentioned above.

In addition, this industry has not yet formed a real industrial cluster and a complete industrial chain. It is also difficult for enterprises to borrow external resources. Therefore, why does Japan only have Yamaha to make super drones? It is because Yamaha is a comprehensive large enterprise group that started with military and engine and electronic products. Yamaha’s own system can find key technologies for agricultural drones. Talents, and many companies that entered the plant protection drone industry in the early stage do not have this industry base and capabilities.

It can be seen that those companies that are eliminated by the market or have self-knowledge and voluntarily withdraw are characterized by: no core technology, no professionalism, no big investment, no need.

The common characteristics of those companies that have stayed and are tenacious and have achieved good results are: core technology, strong R&D team, single-mindedness, dedication to business, high-tech business model, and important Strong support of capital power. For example, Dajiang is a listed company, Wuxi Hanhe and Jifei Technology have all obtained two rounds of financing; in addition, at specific business levels, Dajiang has joined hands with Zhongan Insurance, Agricultural Sub-sector and other financial institutions to launch an installment payment business, and Hanhe also has a joint venture. Instalment provides users with installment payment services to lower the user threshold.

Combining all aspects of information, Agricultural Machinery spray believes that new competitors will enter the plant protection drone industry in the later stage, but the quantity and speed of entry will be far less than that of 2013-2015, and existing enterprises or newcomers in the industry will enter. They will all speed up and withdraw. After the "cage change for birds", the final will be the strength of specialization and capitalization like Dajiang.

The domestic plant protection drone shuffling will accelerate, are you in the cage, or outside the cage?

(Original title: Plant Protection UAV: ​​When the cage is used for bird change)