OPT(SH:688686) 36氪·2025-11-19 09:44Core Viewpoint - The article discusses the competitive landscape of the consumer drone market, highlighting that DJI is the only profitable company in this sector, while also addressing the upcoming competition with YingShi Innovation in the panoramic drone segment [4][5]. Group 1: Market Dynamics - DJI's recent product experience event revealed that they do not plan to seek significant growth in the panoramic drone market, indicating a strategic focus on maintaining their current market position [6][10]. - The global consumer drone market has seen a slowdown, with a projected compound annual growth rate (CAGR) of 8.0% from 2024 to 2031, down from previous double-digit growth rates [10]. Group 2: Product Comparison - DJI's Avata 360 and YingShi's Antigravity A1 represent different approaches in the panoramic drone category, with DJI focusing on a compact design for sports and first-person view (FPV) applications, while YingShi's product resembles traditional aerial photography drones [7][9]. - Both products have unique advantages: DJI has strong supply chain leverage, while YingShi has a longer history in panoramic camera software development [11]. Group 3: Competitive Strategies - DJI's aggressive pricing strategy for the Avata 360 aims to directly compete with YingShi's Antigravity, indicating a potential price war in the market [5][10]. - The article suggests that the competition will hinge on hardware quality and software capabilities, with both companies needing to optimize their offerings to capture market share effectively [11][12].