On September 10, Dajiang Innovation Technology Co., Ltd. (hereinafter referred to as “Dajiang”) launched its full stack education solution, Dajiang education platform. It is not difficult to see that Xinjiang, which occupies an absolute market share in the field of consumer grade UAVs, has begun to make frequent efforts in the past two years, frequently laying out other new fields, including expanding to agricultural plant protection UAVs and other fields. < p > < p > for the new business that Dajiang is constantly expanding, Xie Tiandi, the public relations director of Dajiang, said: “the agricultural UAV is not driven by the market, but the human demand for low altitude resources has always existed.” As for the field of educational robotics, Sheikh Khotan believes that “talent echelon is needed.” However, it is an indisputable fact that Dajiang’s main business, that is, the growth of UAVs on the consumer side has slowed down. < p > < p > was founded in 2006, and Dajiang has occupied a large number of markets in the UAV field with its core technology advantages. According to the data of prospective industry research institute, Dajiang occupies more than 70% of the domestic UAV market share. From the global point of view, this figure is 80%, ranking first in the global UAV enterprises. < / P > < p > data shows that consumer UAVs are still the main source of income in Dajiang, accounting for 85% of Dajiang’s income, while industrial UAVs account for about 15%. With the slowdown of the growth rate of consumer grade UAV market in recent years, this revenue structure has brought certain pressure on Dajiang in terms of profitability. < p > < p > in 2017, the sales volume of Dajiang reached 17.57 billion yuan, the highest sales record since the establishment of the company. According to the data, from 2018 to 2019, the income and net profit of Dajiang declined compared with that in 2017. Investigate its reason, an unmanned aerial vehicle industry personage thinks: “Dajiang basically encountered the ceiling in the consumer side.” < / P > < p > frost Sullivan data shows that the market size of the consumer class UAV sector is slowing down. From 2015 to 2019, the average annual compound growth rate of China’s civil UAV market is 22.58%, while that of industrial UAV is 49.94%. It is estimated that from 2020 to 2024, the compound annual growth rate of consumer UAV will drop to 14.89%, while that of industrial UAV will rise to 53.27%. < p > < p > in the first half of this year, the market of consumer grade UAVs slowed down due to the new coronavirus, which also affected the profits of Dajiang. “There are layoffs in Dajiang, the specific reason is the impact of the epidemic on the domestic and foreign aerial photography market. At the same time, in the field of aerial photography, Dajiang has encountered growth ceiling, and layoffs and personnel optimization of consumer UAVs are inevitable.” < / P > < p > according to the report of prospective industry research institute, consumer UAVs are mainly used in aerial photography, light show and other scenes, and aerial photography is the most widely used field in UAV industry. Among the domestic mainstream UAV manufacturers, more than 43% of them are engaged in the production of professional aerial UAVs, among which Dajiang occupies more than 52% of the market share. < / P > < p > a TMT industry securities analyst also told investor.com: “the first half of the year has a great impact on consumer class UAVs. As much as the impact on the tourism industry is, the impact on consumer class aerial cameras will be as great. If you can’t travel, the demand for buying aerial cameras will be delayed.” However, the uncertainty of overseas market obviously increases the risk of Dajiang in overseas market. Xie Tiandi, the public relations director of Dajiang, once said at the new product release conference of lingmu: “the revenue ratio of Dajiang in domestic market and overseas market is 2:8, among which the North American market alone accounts for 40% < / P > < p > the above industry insiders believe that “Dajiang has certain advantages in patents and core algorithms, but at present, many parts of Dajiang UAV are produced by overseas manufacturers. The uncertainty in the future is relatively strong. If sanctions are imposed, Xinjiang will face more tests. ” In this regard, “investor network” to Xinjiang public relations director Xie Tiandi asked, “will the company in the future focus on the main business to domestic?” The other side did not give a clear answer. Compared with the main business, the growth of consumer class UAV market is weak, and in recent years, the prospect of industry class UAV market is more broad. In fact, as early as 2015, Dajiang began to lay out the industry-class UAV market and launched mg-1 agricultural plant protection machine, officially stepping into the field of agricultural UAV. According to frost Sullivan data, the average annual compound growth rate of industrial UAV market in the field of agriculture, forestry and plant protection in China will be 30.8% from 2015 to 2019, and 47.2% from 2020 to 2024, and the market scale will reach 31.875 billion yuan in 2024. However, compared with the consumer UAV market, Dajiang does not have the absolute advantage in the field of consumer UAV. For example, Jifei technology, which was earlier than Dajiang to deploy agricultural UAVs, has become one of the largest agricultural UAV enterprises in the world, and also one of the strong competitors of Dajiang. According to public data, by the end of 2019, Dajiang has about 20000 UAVs for agricultural plant protection in China, with a market share of 2 / 3; while Jifei has about 13000 UAVs in China and more than 20000 in the world. < p > < p > in the face of the situation of “double power competition” in the field of agricultural plant protection UAVs, the above-mentioned insiders told investor.com: “at present, Dajiang has advantages over Jifei in terms of price, cost, talents, technology, etc., especially in terms of price, it has always blocked Jifei.” However, in the field of agricultural plant protection unmanned aerial vehicle (UAV), it is still unprofitable in the field of agricultural plant protection. < / P > < p > the above TMT industry securities analysts said: “at present, the coverage rate of plant protection UAVs is still very low, and more often it depends on government policy support and subsidies. Compared with the field of consumer UAV, farmers will pay more attention to the actual demand and cost of using UAV. < / P > < p > in addition to increasing the layout in the field of agricultural plant protection, Dajiang also began to actively layout educational robots. In June 2019, Dajiang launched its first educational robot robomaster S1. According to the Research Report of Beijing Normal University, “2019 white paper on global educational robot development”, it is estimated that the market scale of educational robot will reach 84.1 billion US dollars by 2023. < / P > < p > “although the market prospect is good, as a latecomer, Dajiang also has fierce competition in the field of educational robots. For example, Sony, Lego abroad and Shangtang technology in China have layout. ” “And in terms of profitability, Dajiang is more like the education market at present,” the industry analyst told investor.com In this regard, Xinjiang public relations director Xie Tiandi also admitted: “robot education almost does not consider economic benefits.” < / P > < p > after 14 years of hard work on the consumer UAV track, Dajiang has become a leader in this field. In the new blue ocean market, facing many beach Snatchers, how can this UAV Unicorn continue to make efforts to consolidate its moat in the future? (produced by thinking Finance)= https://ibmwl.com/google-said-the-proposed-media-negotiation-rules-would-put-its-free-services-in-australia-at-risk/ target=_ blank>Google said the proposed media negotiation rules would put its free services in Australia at “risk”