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]

昨晚（12月8日），南都·湾财社记者从影石方面获悉，影石Insta360创始人兼CEO刘靖康发内部信，称刚刚过去的 周末，影翎遭遇排山倒海的负面文章与讨论，其全球首款全景无人机影翎A1上市后，大量同质化内容渲染产 品"销量遇冷"，"甚至我们的用户和合作伙伴也遭到攻击"。 在这封内部信中，刘靖康表示，"很多文章的内容并不符合事实"，并公布了影翎A1在中国区发售48小时即实现 3000多万元销售额的关键数据，指出其在全球市场上可对标友商主流成熟机型；另一方面，影石面临的舆情攻势 与供应链"排他"压力，也是年轻挑战者与行业巨头正面交锋的一次体现。 而从产业视角看，这封内部信及其背后的产品与博弈，也与大疆在运动相机、全景相机、全景无人机和3D打印等 领域的布局，以及拓竹科技在消费级3D打印赛道的崛起紧密交织，折射出深圳硬件产业从"单一龙头"走向"多点 竞争"的新格局。 回应"销量遇冷" 称遭遇舆论攻击与供应链"排他"压力 刘靖康在内部信中表示，影翎A1上市后的周末，公司遭遇大量负面文章与讨论，"销量遇冷"的说法被集中放大， 用户和合作伙伴也受到波及。他称，相关内容与事实不符，有必要用具体数据进行说明。内部信披露，影翎 ...

12月8日晚，南都湾财社记者从影石方面获悉，影石Insta360创始人兼CEO刘靖康发内部信，称刚刚过去 的周末，影翎遭遇排山倒海的负面文章与讨论，其全球首款全景无人机影翎A1上市后，大量同质化内 容渲染产品"销量遇冷"，"甚至我们的用户和合作伙伴也遭到攻击"。 在这封内部信中，刘靖康表示，"很多文章的内容并不符合事实"，并公布了影翎A1在中国区发售48小 时即实现3000多万元销售额的关键数据，指出其在全球市场上可对标友商主流成熟机型；另一方面，影 石面临的舆情攻势与供应链"排他"压力，也是年轻挑战者与行业巨头正面交锋的一次体现。 而从产业视角看，这封内部信及其背后的产品与博弈，也与大疆在运动相机、全景相机、全景无人机和 3D打印等领域的布局，以及拓竹科技在消费级3D打印赛道的崛起紧密交织，折射出深圳硬件产业从"单 一龙头"走向"多点竞争"的新格局。 回应"销量遇冷"，称遭遇舆论攻击与供应链"排他"压力 刘靖康表示，公司的职责是"守护大家的创造环境与创造成果"，希望员工不被外界舆论干扰，持续关注 客户需求和技术、产品研发，并提出"摄影机器人"的产品愿景，希望公司在行业环境变化中，仍能保持 对理想和创造的专注 ...