刘靖康回应影翎销售遇冷：可对标友商主流机型 供应商曾突遭“排他”压力

Core Insights - The internal communication from the founder of the company addresses recent negative media coverage regarding the performance of the Yingling drone, emphasizing that it generated over 30 million yuan in sales within 48 hours in China and is undergoing certification in multiple overseas markets, indicating significant global market potential [1][2][11] - The company faced supply chain challenges due to "exclusionary" pressures from several core suppliers, but successfully adapted by switching suppliers in a timely manner, demonstrating resilience and strategic planning [3][14] Sales Performance - The Yingling drone's sales performance in China highlights its potential to rival a mainstream mature model from competitors, contributing to a new growth trajectory for the company [2][13] - The average daily sales for the company's handheld imaging business line in the first three quarters were over 24 million yuan, showcasing the contribution of the Yingling business to overall company performance [2][13] Competitive Landscape - The company positions itself as a challenger in the industry, facing scrutiny from established giants, and views the recent media criticism as indicative of its disruptive potential within the market [3][12] - The company has experienced significant revenue growth, with a year-on-year increase of over 90% in the third quarter prior to the drone's launch, which has also enhanced its operational capabilities [4][15] Product Innovation - The company emphasizes the unique features of its panoramic drone, likening its significance to that of automobiles compared to horse-drawn carriages, and highlights its intuitive design that enhances user experience [4][19] - The company has committed to continuous investment in the development of new iterations of panoramic drones, with over 70% of its revenue derived from its original niche products [4][19] Challenges and Future Outlook - The company acknowledges ongoing challenges, including high costs associated with VR technology compared to traditional drone controllers, and is focused on reducing costs through technological advancements [5][16] - The company encourages its team to remain focused on customer needs and product development, despite external pressures, reinforcing its commitment to innovation and market expansion [5][16]