文|BT商业科技

chengliliunianduo，tuanduiguimocongbuzu10renkuodadaochaoguoqianren，buxianshanbulushuidedajiangchezaibumenzaijinribeibaojiangjinxingduliyunying。

suiranfazhanshijianbusuanzhang，dajiangchezaiyewuqueshiqudelebushaojinbu，chubeiledaliangjishu、zhuanli。erdajiangchezaiyabaodezhinengjiashisaidao，yeshirujindezuirefengkouzhiyi。tongguozaizhinengganzhi、dingwei、juece、kongzhidengjishulingyudewanshanbuju，qiyinaxialejijiatoubucheqidedingdan。

zhayikan，fazhanzhuangdadedajiangchezaiyewuzouxiangdulishishunlichengzhang。buguodajiangquehenkuaizuochulepiyao：bumenyunyingyiqieruchang，yebuhuigengming、buhuichenglixingongsi。jinjipiyaobeihou，dajiangneixindepansuannaizhidanyoudouxianluwuyi。

keguandishuo，dajiangchezaidulifazhandeqianjingzhideqidai，danjuebushiyifanfengshun：zhinengjiashisaidaoyijingxiangdangyongji，chuleyizhongcheqideziyanxiangmuzhiwai，huawei、baidudenghulianwangkejijutouyezhaduisharuzhanchang，jingzhengxiangdangcanku。conglingyigejiaodujiang，jinjidechezaibumengengtuxianledajiangzhuyingwurenjiyewudeluomo。

duidajianglaishuo，chezaibumendubudulibushizuizhongyaode。zheixiangyewunengfouruyuanweiqikaipidierzengzhangxian，huanjiewurenjiyewudeyali，caishidangxiazuixuyaosikaodewenti。

进击的大疆车载：团队规模翻一番，结盟头部车企

chenglizhijin，dajiangyizhiyiwurenjijutoudemianmushiren，chezaiyewuqibudeshijianbusuanzao，zaicizhiqianyeyizhimeiyounaochutaidadongjing。turanjianchuanlaiduliyunyingdexiaoxi，nanmianhuilingrenyouxieyiwai：didiaodajiangchezai，zuohaodulidezhunbeilema?

genjuguanfangziliao，dajiangchezaiyewuqibuyu2016nian，danqianqiyizhiyinzangzaimuhou。2018nian，dajiangshouhuoleshenzhendezhinengwangliancheqicheceshipaizhao，shidiyipihuoshouquandezhinengjiashiqiyezhiyi;cinianniandi，dajiangzaineibuzhengshiquelile“dajiangchezai”zheigepinpai，bingzainiandiqiyongshouzuocheguijizhinengzhizaozhongxin。

buguoduiyuzheigenianqingqieshangweichengshudeyewu，dajiangyizhixiangdangdidiao，meiyoudasixuanchuan，shangyehuafangmianyebaochikezhi。zhidao2020nian4yuedeshanghaichezhanshang，dajiangchezaicaiwanchengshoucigongkailiangxiang。

didiaoziranyoudidiaodeyuanyin。dangshidedajiangchezai，yewuzhuyaojizhongzaizhinengjiashixitong、lingbujiandeyanfaheshengchan，neibufuhuadelivoxzhinengjiashituanduituichudeshoukuanchanpinshitele-15jiguangleida。buguozaizheiyigeshiqi，dajiangchezaitouruzijin、yewufanweidouhaihenyouxian，qieshangweijubeiliangchannengli。

hetongyangjinjunzhinengjiashixingyedebaidu、huawei、alibabadengkejijutouxiangbi，dajiangchezaixiandemomowuren，queshibuyiguoyugaodiao。danzaimeitidejuguangdengzhiwai，dajiangchezaizheixienianmomotishengzhezijideshili。

yifangmian，tuanduiguimobuduankuoda，qizhongjuedabufenweiyanfarenyuan，yanfashilidedaomingxiantisheng。

dajiangchezaidechuangshituanduiguimobuzu10ren，danyikaishijiuquelileyanfaweihexindefazhanluxian。gongkaixinxixianshi，jiezhi2020niandidajiangchezaituanduiguimoyuewei500ren，yinianhoufanleyibeizhichao1000ren。qizhong，jin70%weiyanfarenyuan，90%gongchengshilaizitier 1changshang，shuobobilidadao87%。jiezhimuqian，dajiangchezaizaizhinengjiashixiangguanlingyudezhuanliyijingchaoguo1000xiang。

lingyifangmian，qiyewubianjieyezaichixukuozhang，diedailegengduochanpinhefuwu，qieheduojiatoubucheqidachenghezuo。

muqian，dajiangchezaiqixiadeyewubaokuol2hel3jibiegaosu、chengshidaoluzhinengjiashixitonghezhihuibochexitong，qixiadequanzizigongsilivoxzejixushengengjiguangleidalingyu。

zhidezhuyideshi，livoxshixiaopengdegudinggongyingshangzhiyi，qianzhedeshoukuanjiguangleidajiuyingyongzailexiaopengp5shenshang，dajianghexiaopenghaicengtuichulianmingkuanp5。qunian9yueshangshide2023kuankiwi ev，zedazailewulinghedajianglianhekaifade“lingxizhijiaxitong”。

juguanfangjieshao，kiwi evdazaide“lingxizhijiaxitong”jubeizishiyingxunhang、zhihuiboche、gencheqitingdengjichuzhinengjiashigongneng。zaiyingjianfangmian，gaichexingyepeibeiqianshishuangmushexiangtou、4gehuanshiyuyanshexiangtou、1keqianxianghaomiboleidahe12kechaoshengboleida，keweichengyishizu。juxi，weilezheitaozhinengjiashixitong，dajianghewulingbaojunyijingnulilezhengzhengyinian。

suirankiwi evzhishiyikuanweixingche，ciqianlidaichexingzuigaoshoujiabuchaoguo7wan、fuzhujiashigongnengshangqiedabudaol2jibie，danqueshiwulinghedajianghezuolushangdeguanjiantupo——jiezhukiwi evzheigetupokou，dajiangchezaikeyishuochenggongchuangrulechuantongcheqidepengyouquan。erzaiyongshangledajiangchezaidezhinengjiashifuzhuxitongzhihou，2023kuandekiwi evshoujiayeyueguo10wanyuanmenjian，duiyuwulinglaishuotongyangshiyibenwanli。

jinguandajiangchezaidulidechuanwenzaodaopiyao，danzheixiangyewuzaidajiangneibudiweipanshengyishigongkaidemimi。shishishang，zai2021nianshixianliangchanzhihou，dajiangchezaijiukaishijianfuqizengshoudeshiming。

shengyichangshang，youqijiuhuiyouluo。zaidajiangchezaisichuchuji、lalongmengyoudetongshi，dajiangzhuyingdewurenjiyewuquebiandeyufapiruan。

大疆的焦虑：无人机真的卖不动了?

dajiangbachezaiyewutuixiangqiantaideyigezhongyaobeijing，shizhuyingdewurenjiyewuzhuangshanglezengzhangtianhuaban。

genjuzuixinyifengongkaishuju，dajiangzai2017niandeyingshou、jinglirunzengsufenbiedadao60%he122%，jinglirunlvjiejin25%，bihenduoxiaofeiqiyedouyaochuse。danshizai2018nianzhihou，dajiangbuzaiduiwaigongbuyeji，waijieduizheijiamingxingdujiaoshoudejingyingzhuangkuangyebiandeyufahaoqi。

congcihoujinianjielianfuhuajiaoyujiqiren、yundong/yuntaixiangji、nongyezhibaojidengchanpinxiandecelvekan，dajiangkendingcunzaijiaolvgan，bingduiwurenjiyewudeshouruzengsugandaobuman。yeyoumeitibaoliao，zai2018-2020nianqijian，dajiangchuangshirenwangtaozaineibujianghuadecishuyuelaiyueduo，bingzaiduofengquanyuanyoujianzhongtidao“fansi”zheigeguanjianci。

congdisanfangjigoudetongjiyebunankanchu，jingguochuqidebaofazhihou，wurenjishichangqueshijinrulezhefujieduan。

zaifrost&sullivandetongjizhong，jiezhi2022niandajiangzaiquanqiuxiaofeijiwurenjishichangdezhanyoulvrengjiejin80%，wurennengchuqiyou。buguohe2017-2020nianqijiangaoda65.9%nianjunfuhezengzhanglvxiangbi，guoquliangnianxiaofeijiwurenjishichangzengsuyijingjiejinyaozhan，fandaoshigongyewurenjishichangrengchuyugaosuzengzhangzhuangtai。

shishishang，dajiangyezainulikaituoxinchanpinxian，qierugongyejiwurenjisaidao。muqian，dajiangyongyout16、mglianggexiliedenongyewurenjichanpin，bingtuichulepeitaodenongyezhinengjiejuefangan。dangongyewurenjijinjin98.5yideshichangguimo，hexiaofeijiwurenjidechao400yiguimowufaxiangbi，tianhuabanyijiuxiangdangmingxian。

dangran，chuleshichangdahuanjingqianjiazhiwai，dajiangzishenyecunzaiyixiewenti。qizhongyigecemianyinzhengdajiangwurenjiyewuxianrupingjingdezhengju，jiushiqiqijianchanpinmavicxilieyibosanzhedeyanfajincheng。

2016nian2yue，dajiangfabu“yu”mavicxilieshoukuanchanpinmavic 1，pingjiexiaoqiaolinglongdezaoxing、lingxianyujingpindezhediesheji，yijipeibei24kegaoxingnengjisuanneihe、4kgaoxingnenghangpaixiangji、sanzhouyitihuajixieyuntaichaoqiangyingjianbodemantangcai，chengweidajiangqixiazuijingdiandechanpinzhiyi。mavic 2zai2018nianshangshihoutongyangfengmiyishi，xiaoliangyejiejiepansheng。

buguozaicizhihou，yonghumenpanlezhengzhengsanniancaipandaodisandaimavicwenshi。zheikuanbeishouqidaidexinchanpin，chuleyongshangshuangshexiangxitonghezuigao28beihunhebianjiaozhangjiaoxiangjizhiwai，qiyuxingnengyemeiyoudadaolingrenyanqianyiliangdexiaoguo——tebieshikaolvdaozhangdasanniandedengdai，yijibimavic 2 progaochujin40%deshoujia。

dajiangwurenjideyanfazhinan，buzhinanzaijishuchuangxin——hexinlingbujianheshejiruanjianyilaiwaiguoqiye，yeshiqianzangdefengxian。

qunian3yuejiuyoumeitibaochumeiguoshejiruanjianqiyefigmashoudaozhenduidajiangdezhicaitongzhi，jiangwufazaiweihouzhetigongfangwenquanxian，bingdongjieqizhanghu。bujiuhoudajiangneiburenyuanzhengshilegaixiaoxi，yejianjiechengrenfigmaruanjianshejidezhongyaoxing。ciwai，lingyouxiaoxizhichudajiangmavic air2xiliechanpin80%dexinpianlaiziguowaigongsi，qizhongjuedabufenyoumeiguoxinpiangongsigongying。

duiruanjiansheji、xinpiandenglingbujiangongyinglianquefazhangkongli，shidajiangwurenjiyewuyizhiyilaidetongdian。buguoyezhengshiyinweixiqulejiaoxun，dajiangzaituijinchezaiyewushicaihuijianchizouziyanluxian。

zhengrushangwensuoshuo，dajiangchezaiyijingjileilezugoudejishuhejingyan，keyijianfuqichuangshoudeshiming。dandangwomenjiangmuguangmiaozhunyijingxiangdangyongjidezhinengjiashixingye，haishinanmianyaoweiqinieyibahan——zheitiaodaresaidaodejingzheng，zhendetaicanliele。

拥挤的智能驾驶赛道，还容得下大疆这匹野马吗?

haowuyiwen，zhinengjiashishidangqianzuiredefengkouzhiyi。

zicong2015nianyouguanbumenxiafagonggao，tichu“jiangzidongjiashidazaochengqichechanyeweilaizhuanxingshengjidezhongyaofangxiangzhiyi”hou，guoneidezhinengjiashixingyejiujinrukuaisuzengzhangqi，buguoshangyehuaqianjingrengcunzaigezhongtiaozhan。

airuizixuntongjideshujuxianshi，2020nianl1hel2jibiedezhinengfuzhujiashixincheshentoulvfenbiedadao20%he12%，suihouliangnianbaochizengzhangqushi，kexil3jiyishangjibiezidongjiashixitongshangweijinrushangyehuajieduan。

youjianyuci，dajiangchezaimeiyoumangmuzhuiqiul3jiyishangjibiezidongjiashishichang，zhuanzhuyuchengshikuaisulu、zhinengbochedengxuqiugengda，shangyehuaqianjinggengminglangdeyewushimingzhizhiju。zhibuguo，miaozhunzhinengjiashizheikuaixiangmomodekejijutouketaiduole，erqietamendoubidajiangchezaigenggaodiao，yegengcaidaqicu。

qizhongzuituchudedaibiao，wuyishihuawei、baiduhehaomozhineng。

1、zhinengyingjiandaibiaohuawei：zunxungaojugaodacelve，zhugonggaoduanluxian

huaweijinjunqicheshichangdezhanlve，tuchugaojugaodasigedazi——yewuzuodedaerquan，xuanzedehezuoduixiangyeyitoubucheqidezhonggaoduanchexingweizhu。

zai2021nianchu，huaweifabulezidongjiashicheliangshoucigongkaishichengshipin，hezuodechexingshibeiqijihuaerfas。congliangchanshijianlaikan，huaweihedajiangchezaibuxiangshangxia，liangzheyanfajinchengshifenjiejin。shipinfabuhou，meituanchuangshirenwangxingyelaicourenao，cheng“tesilazhongyuyudaoleqiguxiangdangdeduishou”。

aerfasshiyikuandingweizhonggaoduandechexing，qishoujiajin39wan，yikanjiuhepingminhuadewulingbaojunbushiyizhongluxian。erhangaizhinengjiashi、zhinengzuocang、zhinengwanglian、zhinengdiandonghezhinengcheyunwugeweidudequantaoruanyingjianjishujiejuefangantongshiliangxiang，gengshijianghuaweideyexinjieluwuyi。

zaibeiqijihuzhihou，huaweiyinglailelingwaijigezhongyaohezuohuoban，wuyiliwaiquanbujujiaogaoduanshichang：weizhangchengqichedazaodeshalongjijialongshoujiazuigaoda48.8wanyuan，hezhanganqichehezuotuichudezipinpaiaweitapingjunshoujiazai35-40wanyuanzhijian。

dangran，zuichenggongdehaiyaoshuhesailisihezuotuichudewenjie。tongjixianshi，2022nianwenjieleijijiaofuliangtupo7.6wan，shujuyuanyuanchaoguochuanglichuqide“yuxiaoli”dengzaochexinshili。

2、hulianwangdaibiaobaidu：jishushizuidayoushi

zhiyubaidu，zuoweiguoneizuizaorujuzhinengjiashixingyedekejiqiye，apollojizandejishuzhuqijianlilejingzhengyoushi。zhuruzijiandezidongjiashiditu、ziyandekunlunaixinpianheguoneiqiyezhongzuifengfudeceshijingyan，haiyouwenxindamoxingdeganzhinengliyijishujubihuan，doushiqitajingzhengduishouwufabinide。

zaiquniandeapollo dayhuodongshang，baiduyetidaozijiyizhishengengdel4jiwurenjiashijishuhel2jizhinengfuzhujiashijishushikeyihutongde。muqian，baidudel4hel2jizhinengjiashishijueganzhifanganjiushiyongtongyitaoshujuxitong、jishujiagouhegaojingditu。

zai2023nian，baiduhaijiangtuichuyikuanquanxindel2+jibielinghangfuzhujiashichanpinanp3.0，mubiaoshizaiweilai3-5niantupobaiwanliangdazailiang。erzheitaodengdailiangxiangdexitong，jiangyongyouzhinengboche、zhinengxianjiegaosuhechengshidaoludenggongneng，hedajiangchezaided80/d80+、d130/d130+xitongmingxianzhuangxing。

3、cheqidaibiaohaomozhixing：zuoyonghailiangshuju，liangchannenglizuituchu

hebaidu、huawei、dajiangzheiyangdechunkuajiewanjiabutong，zhangchengqichefuhuadehaomozhixingjubeidutedeyoushi：yishichuantongyituochuantongcheqiwanzhengshengchan、gongyinglian，yongyouwendingdeyingjianshebeiliangchannengli;ershinengdatongzhangchengqichedeshujuku，zuoyonghailiangyonghushuju、yonghuchangjingheceshichangjingrukou。

zidongjiashijishuyehao，gaojibiezhinengfuzhujiashijishuyeba，yaoxiangzaikaifangshidaoluanquanyunxingdouxuyaodaliangdeceshizuoweizhicheng。zhinengxitongdeshentoulv、zhuangchelv，shijuedingjishuluodisududeguanjianzhibiao。baojinzhangchengqichezheitiaodatui，haomozhixingwuyishiyingzaiqipaoxianshang。

gongkaixinxixianshi，haomozhixingdedisandaizhinengjiashixitonghpilotyijingyingyongzaizhangchengqixiashiduokuanchexingshang，baokuoxiaoliangjuqiandeweipaimoka、tanke500deng。keguandishuo，hpilothenyouwangchengweiguoneidiyikuanzhenzhengliangchandenohgaojibiefuzhujiashichanpin。

zaiceshishujudeshouji、fenxiheyingyongfangmian，haomozhixingtongyanghuafeilebushaoxinsi。

zaozai2021nian，haomozhixingjiufabuleguoneishougeshujuzhinengtiximana，keshixianduiyonghushujudeshenduwajue。jinnian1yue5ri，gaigongsixuanbuhezijieqixiadehuoshanyinqinglianhedazaozhisuanzhongxinxuehu·lvzhou。jujieshao，xuehu·lvzhoudemeimiaofudianyunsuankeyidadao67yiyici，shimuqianguoneisuanlizuiqiangdezidongjiashizhisuanzhongxin。

zongeryanzhi，huawei、baidu、haomozhixingdouyouzijideduteyoushi。yuzhixiangbi，nianqingdedajiangchezaihaiyouhenduogongkeyaobu。

dangran，hezheijijiadachangxiangbi，dajiangdangranyeyouzijideyoudian：suiranbibushangbeikaozhangchengqichedehaomozhixing，dandajiangyechangnianzhuanzhuyuyingjianshengchan，yongyouruanyingjianyitihuashengchanlian，liangchannengliwuxuhuaiyi;zaiwurenjilingyujileidebufenjishuyenengronghuiguantongzhichezaixingye;zougaoxingjiabiluxian，hehuawei、baiduxingchengcuoweijingzheng。

buguosuizheshichangcunliangkongjianjianshao，jijiaqiyezhijianzouxiangzhengmianduikangshiwukebimiande。daoneishihou，huoxucainengzuizhongjianyandajiangchezaidechengse。

写在最后

qunian9yue26ri，zhandimianjidadao1.76wanpingfangmi，zongjianzhumianji24wanpingfangmidedajiangshenzhenzongbu“tiankongzhicheng”zhengshiqiyong，jin8000mingyuangongluxuqianruzheigexinzongbujinxingbangong。

buguozheigecaiyongfeiduichengdaxuantiaojiegou、neibuwuzhizhudengqianweisheji，qiekongjianshijuexiaoguoyiliudejianzhuwaibumeiyourenhelogoheguanggaopai。ruguomeiyoushixianlejie，hennanrangrenjiangtahedajianglianxizaiyiqi。

“huoxuzheijiushidajiangdefengge，maitouzuochanpin，buzhongshineixiehuashaodesheji”，zaijiemuhuodongzhong，dajiangxinwenfayanrenzhangxiaonanrushishuo。

congzheigejiaodukan，chenglizhijinyizhimeiyoudaguimoyingxiao，quehegedacheqidahaoleguanxi，diedaiduokuanxitong、chanpindedajiangchezaiqiaoranshijinfazhankuaichedao，yejiubuzuweiqile。buguocongyinfameiti、yeneirenshireqieguanzhudedulichuanwenlaikan，suizhetuandui、yingshouguimodekuoda，dajiangchezaibukenengjixuduozaimuhou，zhongjiangzouxiangwutaidezhongxinjieshougengduoyonghu、hezuohuobandejianyue。

jingguochuqidebaofazhihou，wurenjishichangjinrudichaoshiwukebimiande。duiyudajianglaishuo，chezaiyewubixufendangengduodedanzi。