laitimes

DJI drone U.S. supply cut off! Which listed companies in A shares will be affected?

In the past two days, the US design software company Figma has banned the accounts of companies sanctioned by the United States such as DJI, which has also aroused market concern.

What are the listed companies associated with DJI? Will their share prices be affected next week?

On March 12, it was reported that an email sent to DJI by the design software company Figma was exposed. Figma said in the email: "Hello, we understand that DJI has been named in the sanctions list, so Figma can no longer provide you with access to our software, we have begun to freeze your account, you will no longer be able to access your style through Figma, but we will provide you with your files by email or other means in the next two weeks." In addition, we will not delete your files. If DJI is eventually removed from the sanctioned party list, your access may be restored. Please pass this information on to all other Figma users in your organization. ”

DJI drone U.S. supply cut off! Which listed companies in A shares will be affected?

For the supply cut, DJI made an emergency response, "Urgently inform you that there are colleagues who use Figma to design, Figma has blocked all the company accounts that have been sanctioned by the United States, DJI has been blocked, can not log in, small partners can use their own private accounts as soon as possible to move files, and then quickly notify the small partners who are using Figma."

According to industry insiders, this software is not without substitution, such as China's ink knife design software, Blue Lake team's MasteGO, Wondershare's Pixso, etc. can replace this American software in some cases. Industry insiders said that through this incident, it can be seen that the United States can weaponize any American thing, from eating, drinking, housing and traveling to work software and so on. In addition, the industry should also increase the support for domestic software development, so that domestic software can really stand up is the key.

In response to this matter, the domestic team also quickly spoke out.

@ Instant Design JsDesign said that "Instant Design", as the first professional design tool in China to support Figma import, can basically restore 100% of all the contents of Figma source files, while retaining all editability, as of now, tens of thousands of Figma files have been migrated.

Here, Design-in-Time makes a commitment:

All enterprises and designers can not only import files through the instant design official website, but also can contact "instant design" for batch migration by adding the following enterprise WeChat, we will fully assist you to migrate and backup Figma files (you can directly convert to instant design online files, you can also export directly to Sketch files), to help you protect your design assets and cross this pass together.

DJI drone U.S. supply cut off! Which listed companies in A shares will be affected?

In addition, the Blue Lagoon Collaboration Platform said that it has officially launched the Figma file import function and improved the support for editing after the import to help everyone survive this event.

Blue Lagoon Collaboration Platform said that after several years of polishing, MasterGo has reached a state that truly matches the use of individuals and teams, and can provide the best experience of similar products when using and editing a large number of layers, and we will continue to optimize the use experience and performance improvement of the software to help improve the product design experience of China's entire Internet industry.

At the same time, we will continue to provide you with advice and assistance on various issues, and you can also help you import files in batches through WeChat, which can add a service team. Come on together!

DJI drone U.S. supply cut off! Which listed companies in A shares will be affected?

DJI UAV UAV U.S. supply cut off, A-share listed companies affected?

DJI's UAV supply chain includes Batian, Datang Telecom, Sunwoda, Xingsen Technology, Meiya Bakke, Tongxingda and so on.

Batian is the first A-share company to announce cooperation with DJI, and DJI is the manufacturer of the previous "Wang Feng Marriage Proposal" drone.

DJI drone U.S. supply cut off! Which listed companies in A shares will be affected?

Batian co., Ltd. announced that on May 11, 2015, the company signed a strategic cooperation intention agreement with Shenzhen DJI Innovation Technology Co., Ltd. (hereinafter referred to as DJI) to reach an intention on the establishment of a UAV agricultural application service system and other related matters. Trading resumed on May 13, 2015.

On January 26, Tongxingda said on the interactive platform that the company's higher profit in the second quarter of 2021 was mainly caused by the adjustment of the rhythm of downstream customer demand, coupled with the company's expanded OLED smart wearable and medium and large size touch display integrated module high-end production line is becoming more mature, bringing new growth points to the company's profits. At present, the company's optical camera module monthly production capacity of about 22KK, is an important supplier of DJI drones.

Due to the huge market demand for unmanned aerial vehicles, the current UAV concept stocks in the A-share market mainly include: Aerospace Communications, Tongji Technology, Fengfan Shares, Shanhe Intelligence, Shandong Mining Machinery, Yilip, AVIC Electromechanical, Guihang Shares, Tongyu Heavy Industry, Shandong Mining Machinery, Guihang Shares, China Satellite, Hongdu Aviation, Northern Navigation, AVIC Electromechanical, Yilipu, Shanhe Intelligent, Taihe New Materials, Saiwei Intelligence, etc.

In China, DJI, like Huawei, has a high reputation. According to public information, DJI was founded in 2006 and is headquartered in Shenzhen. Since its establishment, DJI's business has expanded from unmanned aerial systems to diversified product systems, becoming a global leading brand in many fields such as drones, handheld imaging systems, robot education, and intelligent driving. As of now, DJI accounts for more than 80% of the global drone market.

In recent years, Chinese drone manufacturer DJI has been frequently suppressed by the US government on the grounds of "national security". However, in the United States, DJI drones are still very popular, up to the U.S. military, down to civilians, like to use DJI drones. According to the Global Network reported on June 2, 2021, the US media confirmed that the two DJI drones passed the Pentagon's review and have been approved for use by the US Department of Defense.

Read on