两天卖出3000多万 供应商遭“排他”压力

Core Viewpoint - The company Insta360's first panoramic drone, Yingshi A1, faced significant negative publicity shortly after its launch, leading to claims of poor sales performance, which the CEO Liu Jingkang refuted by providing sales data indicating strong initial performance in the Chinese market [2][3] Sales Performance - The Yingshi A1 achieved over 30 million yuan in sales within 48 hours of its release in China, showcasing its market potential against established competitors [3][4] - The company's average daily sales in the handheld imaging business exceeded 24 million yuan in the third quarter, indicating a strong growth trajectory for the new drone [3][4] Supply Chain Challenges - The company faced external pressures from suppliers, with seven optical lens module suppliers, eight structural component suppliers, and others experiencing "exclusion" pressures simultaneously [4] - The company has proactively developed a secondary supply chain to mitigate risks and has successfully restructured its supply chain under tight timelines, ensuring product availability [4] Competitive Landscape - The competition between DJI and Insta360 has intensified, with DJI quickly responding to the launch of the Yingshi A1, indicating a strong competitive awareness [5] - DJI's potential to leverage its supply chain and cost advantages for low-price competition could significantly impact Insta360's valuation and market position [5] - The ongoing competition reflects a shift in the Shenzhen hardware industry from a single dominant player to a multi-competitive landscape, with both companies expanding their product lines and exploring new market segments [5]