The tide of military industry swept the world, the export of China's drones is expected to overtake

The role of drones in modern warfare is becoming more and more important and will become the future direction of the Air Force. Industry analysis believes that in the next 10 years, drones are expected to become the fastest growing unit in the global aerospace industry, with a growth rate expected to exceed 20%.

The tide of military industry swept the world China's drone exports are expected to overtake _ drones, military drones, industrial drones

The tide of military industry swept the world, the export of China's drones is expected to overtake


Nanyang Technology announced in October that the company will issue 100% of Rainbow Company and 84% of Shenfei Company to the Aerospace Eleventh Institute, and will raise 1.4 billion yuan for the issuance of shares in the Aerospace Eleventh Institute for the rainbow. The construction of the UAV industrial base and the development of a new concept unmanned attack aircraft. If the reorganization is completed, Aerospace Pneumatics will directly and indirectly hold 38.68% of the shares of the listed company and become the actual controller of the listed company. This means that the world-famous Rainbow military UAV assets will be injected and landed in the A-share market. After the news, Nanyang Technology will not only receive 7 consecutive daily limit after the resumption of trading, but will be re-opened today after the board is changed. The attack on the daily limit, and the injection of Rainbow military drone assets is undoubtedly the main logic for the continued pursuit of funds. Under the background of the huge demonstration effect and the current military industry's continued strength, the opportunities related to the military drone industry chain are worthy of attention.

The role of drones in modern warfare is becoming more and more important, and will become the future development direction of the Air Force. Under the guidance of the United States, countries will accelerate research and development and installation. Industry analysis believes that drones are expected to become the global aerospace industry in the next 10 years. The fastest growing unit is expected to grow by more than 20%.

At present, the domestic drone market is about 3 billion yuan, of which military drones account for about 90%. At present, the global market share of civilian drones is 11%, and military use takes up a large space. At present, China's military expenditures are growing at a rate of 10%, and the commercial drone market is experiencing explosive growth. It is undeniable that in China, military and government public services are the most widely used market for drones.

The Essence Securities Research Report believes that drones have been included in conventional combat equipment, and the military drones have to be developed in the market of 100 billion yuan: military drones are now becoming conventional combat equipment, and the United States, Israel and other countries are at the forefront. Investing and closely developing drones, military drones are developing rapidly. Research firm TealGroup predicts that the global military drone market will reach $11.5 billion by 2024, while DMS Group expects the global military drone market to reach $71 billion in the 10-10 years from 2014-2023. The total output value of China's military drones in the next decade may exceed RMB 110 billion. Military UAVs have broad prospects for development, and the market space of 100 billion yuan is waiting to be developed.

The rainbow drone is the main battle aircraft of our country, and the future development space is huge: the rainbow series drone developed by the Aerospace Pneumatic Institute has a complete range. Rainbow-3, Rainbow-4 has become China's main battle aircraft, Rainbow-4 has become the only drone that has been tested in practice. Rainbow series rainbow drones have excellent performance and rank among the international advanced level. The domestic installation of rainbow drones and international exports go hand in hand. The cumulative sales in the past decade has been ranked third in the world, and there is huge room for future development.

The research in the field of military drones in China started in the 1950s, relatively late in the Western countries for more than 30 years. The main participating units and enterprises include university research institutes, as well as AVIC and AVIC, with the industry and technology level being the second in the world. echelon. With the successful development of Rainbow Series, Pterosaur and Xianglong UAVs and the successful flight test of Lijian UAVs, the gap between China and the first echelon, such as the United States and Europe, has gradually narrowed. China’s drone technology is close to international advanced. Level. Due to the obvious cost-effective advantages of military UAVs produced in China, with the development of the international military UAV market, China's military UAV market will usher in a period of rapid growth. China is expected to overtake in the UAV export sales field.

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