Core Insights - DJI is expanding into multiple consumer electronics and smart hardware sectors, including panoramic cameras, robotic vacuums, and 3D printing, with plans to enter the panoramic drone market [1][12] Group 1: DJI's Recent Activities - DJI recently invited numerous investment institutions to its Shenzhen headquarters for a closed-door research session on its upcoming panoramic drone, the DJI Avata 360 [2][3] - During the event, investors tested the yet-to-be-released DJI Avata 360 and attended a presentation covering product comparisons, industry competition, and market insights [3][4] - Despite the extensive investor engagement, DJI clarified multiple times that it has no financing needs or plans for an IPO, which raised questions among attendees about the purpose of the event [2][8] Group 2: Product Features and Market Position - The DJI Avata 360 is based on the Avata 2 model, designed to simplify operation compared to traditional DIY drones, although it still presents a learning curve for novice users [4][5] - Feedback from investors indicated that while the drone's video transmission is clear and stable, it requires some adaptation due to its fast acceleration [5][6] - DJI's strategy to launch the panoramic drone is seen as a defensive move in response to competitors, with a focus on keeping production costs low [7][10] Group 3: Market Dynamics and Future Outlook - The global consumer drone market is transitioning from an "incremental market" to a "stock market," with growth rates expected to slow down significantly [11] - DJI's recent product strategy reflects a shift from aerial to ground-based technologies, aiming to diversify and find new growth avenues [12][13] - Investors express optimism about the potential of the panoramic drone market, viewing it as a new category that could combine the strengths of both drones and panoramic cameras [14][15]
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