大疆，落子即定局

Core Insights - DJI dominates the global consumer drone market with a 70% market share, making it a benchmark for competitors [1][2] - The company has been recognized for its innovation, being listed among the top tech products and most innovative companies globally [1] - DJI's strategy involves maintaining a low profile while focusing on product development and market leadership, rather than engaging in public disputes with competitors [14][20] Market Position - DJI's revenue is projected to reach 80 billion yuan in 2024, supported by a robust patent portfolio of 38,000 patents [4] - The company has a significant advantage in supply chain management, with over 470 offline stores, allowing it to maintain competitive pricing [5] - DJI's products, such as the OSMO Action series, are priced lower than competitors, enhancing its market appeal [5][11] Competitive Landscape - Despite the influx of competitors attempting to enter the drone market, none have successfully challenged DJI's dominance [3][8] - New entrants often cite DJI as a benchmark, indicating the company's role as a guiding light in the industry [3][14] - DJI's approach to product development emphasizes innovation and quality, making it difficult for competitors to replicate its success [18][19] Product Development - DJI has launched several successful products, including the OSMO Action 2 and the upcoming OSMO 360, which have quickly gained market share [8][11] - The company is set to release a lightweight panoramic drone by the end of 2026, featuring advanced imaging technology and competitive pricing [13] - DJI's commitment to R&D is evident in its planned investment of 30 billion yuan over the next seven years, significantly outpacing competitors [4][19] Industry Influence - DJI's success story reflects the strength of China's industrial ecosystem and its ability to innovate in the face of competition and regulatory challenges [19] - The company has established itself as a standard-bearer in the drone industry, influencing both market dynamics and consumer expectations [20] - DJI's focus on product excellence and technological advancement positions it as a leader in defining industry standards [19][20]