In early April, the drone giant DJI Innovations was preparing for a new round of US$1 billion equity financing to be exposed. Subsequently, many media reported that, unlike the private equity financing of general companies, DJI’s financing adopts a bidding method and stipulates that D-share subscription is used as an investment qualification. In response to financing-related reports, DJI currently “does not comment†in an external response. Although the financing method of DJI has caused a lot of controversy this time, it is said that nearly a hundred institutions are still vying to subscribe, and the amount is 30 times more than the planned financing amount. This time DJI’s “financing wonder†not only made people “insightfulâ€, it also gave rise to the topic of drones.
There have been mixed opinions and criticisms regarding DJI's bid financing method. Some investors think that DJI’s move is suspected of "disturbing the market and breaking rules", and some entrepreneurs feel that this is a manifestation of DJI's strength. In the opinion of the industrial economic critic Hong Shibin, DJI's bidding financing model is both innovative, reasonable and fair, and has achieved its due value.
Hong Shibin analyzed that China's drones have been applied to all aspects, and the market is optimistic. The leading value of drone companies like DJI is also obvious to all. That is why everyone has produced such a business in financing. logic.
According to the information obtained by "All Weather Technology" from potential investors, from 2015 to 2017, DJI's revenue reached 5.98 billion yuan, 9.78 billion yuan, and 17.57 billion yuan respectively, and net profit jumped from 1.42 billion yuan to 1.93 billion yuan. Yuan and 4.3 billion yuan.
Obviously, no investor would want to let go of the outstanding performance of DJI. On the other hand, there are only a handful of UAV unicorn companies like DJI that occupy more than 70% of the global UAV market share and valued at more than ten billion U.S. dollars.
Drones are up again?Although DJI is highly sought after by capital, it does not mean that the UAV tuyere is still not obsolete. From the perspective of industry insiders, the unmanned aerial vehicle industry has long since passed, and there will be more prominent development in industry applications. Some people in the drone industry pointed out to Times Finance that since the drone industry reached its peak of financing in 2015 and experienced a reshuffle in 2016, capital and companies have begun to become more rational and no longer blindly pursue the so-called " tuyere".
According to industry data from the Foresight Research Institute, domestic drone companies conducted 24 rounds of financing in 2015, with a total financing of more than 1.7 billion. However, in 2016, due to strict regulations and regulations, they faced strict supervision, and the financing amount plummeted to 850 million. The industry can be said to be entering the "winter period".
With the gradual clarification of policies and the gradual clarity of the industry structure, according to incomplete statistics, in 2017, domestic drone companies have raised more than 20 financing, and the financing is about 2 billion.
Zhu Xiaorui, a member of IEEE and an expert in the field of drones from the International Association of Robotics and Automation, also said in an interview with Times Finance and Economics, “The so-called tuyere is outdated, which means that the industry has stabilized. But drones are only torn apart in terms of application. It's just a sip."
Next stop: Industry drone marketIn fact, DJI is no longer satisfied with the achievements of the consumer market. According to the official website of DJI, DJI currently has customers in more than 100 countries around the world. UAVs and imaging products are divided into four parts: consumer-grade, professional-grade, industry-grade, and system modules. The industry application scenarios involve agriculture, energy, and public Security, construction, infrastructure, etc. While maintaining the existing market, DJI is also actively expanding the application market.
In the industrial application market, the fastest growing area is agricultural plant protection drones. IResearch predicts that by 2025, the total scale of the domestic drone market will reach 75 billion yuan, of which the industry application of agriculture, forestry and plant protection will be about 20 billion yuan, the security market will be about 15 billion yuan, and the power inspection will be about 5 billion yuan. The consumer market for aerial entertainment is 30 billion yuan.
In December last year, DJI released three agricultural plant protection drones: MG-1S Advanced and MG-1P series (MG-1P, MG-1P RTK) to participate in the agricultural drone competition.
At the end of last year, Luo Zhenhua, President of DJI Innovation, stated at the Guangzhou Fortune Forum that the company plans not to consider profitability in the next two or three years, in order to seek expansion in industry applications, especially the agricultural plant protection industry.
Compared with DJI, the domestic drone manufacturer Jifei Technology invested in the agricultural plant protection industry earlier. The person in charge of Jifei told Times Finance that it currently accounts for more than 50% of the domestic agricultural plant protection drone market.
According to the introduction of Jifei, in order to cultivate the market, the focus of Jifei from the beginning is not to sell products, but to provide services to solve product problems for farmers and agents on the spot. Now Jifei is more willing to position itself as an agricultural technology company rather than a drone company. It is reported that Jifei applies AI technology to drones, and its products can not only match the best spraying plan for different crop diseases, pests and weeds, but also have a fault prediction function.
"Many technologies of drones are actually general technologies in the field of combining artificial intelligence and robots, and the imagination of the future is limitless." Zhu Xiaorui said.
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