首款无人机销量遇冷? 影石刘靖康很急、很刚、很惑 | BUG

Core Viewpoint - The first drone product, Yingling A1, launched by Ying Shi Innovation, is facing poor sales performance and criticism, particularly in comparison to DJI's products [2][20][22]. Sales Performance - Yingling A1 generated over 30 million yuan in sales within 48 hours of its launch, translating to approximately 3,000 to 4,000 units sold at a price point of around 7,999 yuan [2][20]. - As of January 4, 2025, Yingling A1 ranked 27th on JD's top 30 drone sales list and did not appear in the top 20 on Tmall [5][22]. - Sales data from various platforms indicate that the product sold over 500 units on JD, 400 units on Tmall, and 100 units on Douyin [5][22]. Market Competition - Liu Jingkang, the founder of Ying Shi Innovation, has publicly accused DJI of engaging in unfair competition and has expressed a commitment to continue fighting against these pressures [11][28]. - The company has reported facing significant challenges in supply chain and channel access due to alleged exclusionary tactics from competitors [28]. Financial Performance - Ying Shi Innovation has been experiencing a trend of increasing revenue without corresponding profit growth, with a net profit decline of 15.9% year-over-year in Q3 2025 [15][33]. - For the first three quarters of 2025, the company reported revenues of 66.11 billion yuan, a 67.18% increase, but net profits fell by 5.95% [33]. - The company has significantly increased its sales and R&D expenses, with sales expenses rising by 102.6% and R&D expenses by 127.02% compared to the previous year [34][35]. Product Feedback - Users have reported issues with the drone's image quality and transmission reliability, with some expressing dissatisfaction compared to previous models [25]. - Customer service has attributed the image quality concerns to the nature of 360-degree panoramic imaging, while transmission issues are said to be affected by environmental factors [25].

首款无人机销量遇冷? 影石刘靖康很急、很刚、很惑 | BUG - Reportify