发售无人机引热议！影石创新董事长发内部信 回应销量与盈利挑战

Core Insights - The launch of the "Yingling Antigravity A1" drone by the company has generated significant market attention and controversy, with a wave of negative commentary following its release [2] - The company reported that the Yingling A1 achieved sales exceeding 30 million yuan within 48 hours of its launch in China, with plans for global sales underway as certification processes in multiple overseas markets are nearing completion [3] - The chairman emphasized that the sales performance serves as a validation of the strategic value of panoramic drones as a second growth curve for the company, especially in light of external pressures and criticisms [3] Sales Performance - The Yingling A1's sales performance is compared to the company's handheld imaging business, which had an average daily sales of over 24 million yuan in the first three quarters [3] - The company views the negative feedback as a natural response to challenging the existing industry landscape, suggesting that intense criticism indicates the correctness of their strategic direction [3] Supply Chain Challenges - The company faced significant supply chain pressures from multiple core suppliers prior to the launch, including restrictions from 7 optical lens module suppliers, 8 structural component suppliers, and others [5] - In response, the company rapidly switched to secondary suppliers to establish a more autonomous and controllable supply chain, ensuring the product's viability [5] Strategic Vision - The chairman articulated the strategic logic behind the company's focus on panoramic drones, likening their significance to that of cars compared to horse-drawn carriages, emphasizing their intuitive design for consumer use [5] - The company acknowledges challenges related to high production costs due to the use of MicroOLED screens and advanced chips, which currently result in higher pricing compared to traditional drones [5] Market Dynamics - The company noted that intense price competition in the market has inadvertently driven market expansion, with a reported revenue growth of over 90% year-on-year in the third quarter [5] - The pricing for the Yingling A1 is set at 6,799 yuan for the standard package, 7,999 yuan for the exploration package, and 8,499 yuan for the long-endurance exploration package, positioning it as a creative tool for Vlog creators and general consumers [9]