低空经济繁荣的基础，低空安全防御的屏障——反无人机系统深度报告

Summary of Conference Call on Anti-Drone Systems Industry Overview - The discussion focuses on the anti-drone systems industry, highlighting the increasing threats posed by drones in both military and civilian sectors due to the maturity and widespread application of drone technology [1][2][3]. Key Points and Arguments - Civilian Sector Threats: The rise of civilian drones has led to significant safety concerns, exemplified by incidents such as the Tianjin and Chengdu airport events, which threaten aviation and critical infrastructure [1][2]. - Military Utilization: Drones have become a standard in military conflicts, influencing the outcomes of wars, as seen in recent conflicts like Nagorno-Karabakh and the Israel-Palestine situation [3][4]. - Demand for Anti-Drone Systems: The need for anti-drone systems is critical for maintaining order in the low-altitude economy and is expected to create a robust industrial chain with substantial economic value [2][4]. - Technological Shortcomings: Current anti-drone capabilities are lagging behind the rapid development of drone technology, indicating a significant gap and potential for growth in the anti-drone sector [4][5]. - System Structure: Anti-drone systems can be divided into detection and disposal subsystems, with similarities to traditional air defense systems but tailored to address the unique characteristics of drones [4][5]. Additional Important Insights - Market Potential: The domestic market for civilian anti-drone systems is estimated to be around 11 billion RMB, with significant growth potential as government procurement activities have increased dramatically from 211 instances in 2019 to 807 in 2022, reflecting a compound annual growth rate of 39.85% [7][9]. - Global Market Growth: The global anti-drone system market is projected to grow from $1.4 billion in 2011 to $12.6 billion by 2030, with a compound annual growth rate of 27.65% [8][9]. - Industry Composition: The anti-drone industry consists of upstream production, midstream system integration, and downstream application services, with state-owned enterprises dominating the military sector while private companies are more prevalent in the civilian market [6][7]. - Technological Trends: Future trends indicate a need for multi-layered detection methods and a combination of soft and hard kill capabilities to effectively counter drone threats [10][11]. - Artificial Intelligence Integration: The integration of artificial intelligence into anti-drone systems is seen as a promising frontier, with potential applications in military operations [11][12]. Risks and Challenges - Development Risks: Key risks include technological development challenges, loss of core technical personnel, and competitive market dynamics [12].