[ China Agricultural Machinery Industry News ] Thousands of drone companies across the country have made rapid offensives in the wave of change in the new era. The core technology of the Chinese civil drones that seem to be booming, the homogenization is not disputed. fact. The enthusiasm for capital has not subsided. At the end of November, Corbett announced the completion of the 200 million yuan Pre-IPO round of financing led by Meihua Angel; the burning of money and the industry reshuffle still occur one after another; black flying, air traffic control and navigation policy It is an eternal topic. But in the past two years, on the technical level, the frequency of replacement has not been as rapid as imagined, and even to some extent, has entered the bottleneck of development.
Linliang's products and homogenized reality
"There are a lot of airshows in these two years, but it seems that they are basically the same. There are few new technologies, and there are not many things that make people look brighter." When talking to the Yuchen network reporter about the industry situation, one does not I hope that the famous Beihang drone professionals will sigh, and the dazzling array of products will not cover up the reality of homogenization.
"The development of UAV technology has reached a bottleneck period." The industry expert told Yuchen.com that due to the development and breakthrough of new technologies, it is increasingly difficult to improve the performance of aircraft platform systems. It is already very valuable, it is difficult to have a generational leap of more than 20% of this magnitude. As a result, as shown in the turn of the exhibition, in the case of everyone's technical level is similar, the subtle differences are mainly reflected in the market and channels, quality and reputation, man-machine design and services.
2015 is the so-called "first year of drones". Everyone is rushing into the field of drones. The voice of the blue ocean inside and outside the industry, but now, the "Red Sea" argument has gradually gained the upper hand. According to a previous research report by the Taber Institute, in 2015, there were 81 financings in the global UAV field, and the total financing amounted to 4 billion yuan. Only the Chinese market occupied half of the country. However, in 2016, “the investment in the drone market has retreated like a flood, and the industrial development has slipped directly into the bottom of the valley.” During the period, many UAV companies closed down or adjusted their business. This momentum has already The market segment gradually spread to the entire industry of drones. Some time ago, Corbett raised 200 million yuan, which has stirred up a stir in the industry. Why is it so fast from the "blue ocean" to the "red sea" edge, why is the development of drones no longer favored by capital?
"The investment cases in these years can be divided into three types: focus on industrial integration, material processing, composite molding, training, after-sales, small airports, navigable towns... open the entire industry chain; focus on capital operation, maintain The basic business operation, focusing on the financial industry and the real estate industry as a breakthrough point, the money to use another way to add value; focus on new technology breakthroughs, occupying the technical high ground of the industry. Most of them are the first two, truly focused on technology accumulation and The breakthrough is relatively small." The professional told Yu Chen: "There is no real core technology, and some of you can design it, and there is no gap between them." In his opinion, it can produce The generations are still the basic areas. For example, in the energy aspect, if a high-life battery represented by a lithium-sulfur battery or the like can break through the discharge rate problem, it is a replacement and a leap forward.
Counter-driving drones are also a hot spot in the near future. There was a live demonstration meeting some time ago. Dozens of companies were competing, and everyone who couldn’t beat it could not beat it. "If anyone can do it, no matter how small, how fast, how fast, and whether the link is silent, you can see, locate, lock, and get it down, maybe it's a big one, but The level of technology has not yet reached that level."
Each is a big one
From the perspective of the application field of drones, although China's UAV companies are already in the advanced position in the civilian field, in reality, there are also many problems.
For example, from the current situation of industrial drones, the market structure is still quite chaotic. This cake is very small. Basically, each family can occupy one piece. No one can do it alone. From the upper, middle and lower reaches of industrial drones, the upstream provides devices and modules, which are relatively better. The uncomfortable thing is to do midstream and downstream, especially the whole machine service provider. “The middle and lower reaches are now maintaining and waiting for breakthrough. And integration."
In military drones, there are more stringent requirements for the R&D team's technical level and comprehensive capabilities. Private enterprises participate in military products, and military four certificates are a huge threshold. It is difficult for general enterprise companies to maintain such a system. "The main disadvantages of military UAV technology are long development cycle, slow response demand, the need to go through the processes within the system, and the high cost and lack of competitiveness in the civilian market." Most of the issues related to the integration of the military and the civilians are "people's participation in the military". Especially in the past two or three years, the industrial use of drones has entered the military field and has gradually increased. The country is different every year in the deep change, but the integration of the military and the people obviously needs a process. "After five years, it is another scene." Once this field is opened, the future of China's drones will be even more powerful. At present, the reason why it has not been able to get through, in addition to the attributes of the two, the top-down guidance is not enough.
In the field of consumption, although there are thousands of them, and there are upstream and downstream upstream, the basic pattern has been fixed, that is, a big situation. "The few companies that have risen in the past few years have been difficult to shake this pattern." In his view, X-Jiang’s technology accumulation is forward-looking, and at the same time there is a reputation. Once this thing is established, it will be difficult. Change, unless there is any accident or quality problem, the word of mouth is lost, or it is basically no play. For industrial applications, the overall eruption period has not yet reached, which directly leads most of the enterprises in the middle and lower reaches, and now they are still paying for it, not in the harvest season. "It may be within a few years, policy Relax, there will be a jump."
Capital shuffling and technical shuffling are not significant
It’s not fatal to save money, maybe it’s not fatal, and it’s hard to be technically updated. However, whether it is a four-axis six-axis or other aircraft type, in his view, there will not be so many new technologies coming out in the short term, and then everyone needs to fight for applications and experiences.
The first thing that comes before everyone is the question of survival.
Taking the field of plant protection as an example, it is now based on the state's policy on plant protection. In theory, although the prospects are good. "But if you want to make money, you still have to make a piece of film, such as the plain. If you are 20 acres to the west of 20 acres in the east, it is still very difficult to make money." In his view, only the country is planning overall. Enterprises can survive and develop. “Plant protection is a trend to spray pesticides, which is relatively low cost.” Since the flight of drones always has a certain loss rate, he said that the state subsidies are still low and require relevant departments to conduct agriculture. Overall planning, such as where it is suitable for promotion, what characteristics each province has, can implement key subsidies.
For the "spraying" that each plant protection drone company hangs on its mouth all day long, he also doubts what it is. In his view, on the one hand, the level of atomization, including atomized particles, concentration, and flow rate, determines the effect of your spraying, and on the other hand, it is related to the local wind, route planning, flight speed, and how close the plant is to the plant. It is possible to ensure that the atomized particles can adhere to the surface of the plant over a large area, which is called spraying. Whether the plant protection field is successful or not, in his opinion, it still depends on the policy. Without policy support, the plant protection will not start. China's aviation plant protection or UAV plant protection is still in its infancy, the area of ​​plant protection drones is relatively small, the proportion is less than 1%, while the proportion of agricultural aviation operations in the United States and Japan accounts for the area of ​​cultivated land. It is 50%, 54%. Given its market and potential, will plant protection become the next real explosion in the next few years? In his opinion, it will not be so fast, at least for two or three years. The reason for this is that China is still a traditional agricultural country, and the promotion of new technologies requires a process.
The plant protection industry has developed to the present, as in the consumer industry, shuffling is also carried out in layers. The common one is to use the form of price war to eliminate competitors. In order to achieve this goal, even at the cost of selling their own products at a lower cost, this move is really very powerful, because the price war is also falling. A lot of companies, but it is not easy to achieve a truly shocking shuffling purpose. (Original title: Expert opinion: There is no product at the level of generation, the development of drones has reached the bottleneck period)

1-Hydroxy Ethylidene-1,1-Diphosphonic(HEDP) CAS NO:2809-21-4

1-Hydroxy Ethylidene-1,1-Diphosphonic(HEDP)

Description: 1-Hydroxy Ethylidene-1,1-Diphosphonic(HEDP)

Physical and chemical property: crystal powder, suitable for usage in winter and freezing districts.

Molecular Formula: C2H8O7P2

CAS No:2809-21-4

UN No:3265

CLASS: 8.1

Specifications:

Items

Index

Appearance

Clear, Colorless to pale yellow aqueous solution

White crystal powder

Active content (HEDP)%

60.0 min

90.0 min

Active content (HEDP·H2O)%

58-62

98.0 min

Phosphorous acid (as PO33-)%

1.0 max

0.8 max

Phosphoric acid (as PO43- )%

0.6 max

0.5 max

Chloride (as Cl-)%

0.01 max

0.01 max

pH (1% water solution)

2.0 max

2.0 max

Density (20℃)g/cm3

1.40 min

-

Fe, mg/L

10.0 max

5.0 max

Colour APHA (Hazen)

10.0 max

-

Ca sequestration (mg CaCO3/g)

500.0 min

Packed in 250kg plastic drum,20fcl=20mts.

Application: HEDP is used as scale inhibitor, deflocculant, sequestrant, water stabilizer in circulating cool water system, oil field and low-pressure boilers in fields such as electric power, chemical industry, metallurgy, fertilizer, etc under condition of high temperature and high pH value. HEDP is also used as detergent for metal and nonmetal. In dyeing industry, HEDP is used as peroxide stabilizer and dye-fixing agent; In non-cyanide electroplating, HEDP is used as chelating agent.

1-Hydroxy Ethylidene-1,1-Diphosphonic,HEDP, C2H8O7P2,2809-21-4,Etidronsaeure,Acetodiphosphonic acid,ethane-1-hydroxy-1,1-diphosphonic acid,EHDP

Jinan Forever Chemical Co., Ltd. , https://www.jinanforever.com