闪电快讯｜影石举办三季报说明会，创始人刘靖康正面回应与大疆竞争

Core Insights - The main focus of the earnings call was the competitive landscape between the company and DJI in the panoramic camera and drone markets [1][2] Group 1: Competitive Dynamics - DJI has initiated a price war by announcing significant discounts on various products, including gimbals, action cameras, and drones, with price reductions exceeding 1,000 yuan [1] - The company acknowledged that DJI's price cuts might be influenced by its own market presence, as indicated by the founder's comments on social media [1] - Despite the competitive pressure, the company has not matched DJI's promotional intensity, leading to consumer feedback about its less aggressive sales strategies [1] Group 2: Market Opportunities - The company views the price competition initiated by competitors as a means to expand the market, allowing for increased consumer choice based on differentiated advantages [2] - Key competitive advantages highlighted include interchangeable lens hardware design, panoramic cloud storage, and exclusive AI automatic editing software [2] - The company is collaborating with third-party drone brand Yingling Antigravity to penetrate the drone market, with plans for trial sales in select regions in the fourth quarter [2] Group 3: Growth Potential - The drone category is perceived to have a higher market ceiling, with many unmet demands, indicating substantial growth potential [3] - The introduction of panoramic drones is expected to create new market segments by offering functionalities that traditional cameras and drones cannot provide [3]