D 5 "拓竹五年前刚刚注册就上了大疆的竞业清单，至今还在。"拓竹内部人士向南都湾财社记者透露，并证 实了陶冶朋友圈内容的真实性。而此次大疆投资3D打印公司，也被外界认为是对"3D打印独角兽"拓竹 科技的亮剑。 公开资料显示，拓竹科技成立于2020年，其用前沿的机器人技术彻底改写了桌面级3D打印的行业格 局：在短短5年时间内，便在全球消费级3D打印市场做到第一。 而拓竹与大疆之间的联系，还要从创业团队的背景说起。拓竹科技的核心创业团队来自大疆：创始人陶 冶曾任大疆Mavic大产品经理、消费级无人机负责人；CTO高修峰曾担任DJI系统工程部负责人；COO 刘怀宇曾负责DJI眼镜、FPV产品；控制算法负责人陈子寒曾负责DJI云台技术，被内部称为"控制天 才"；吴伟则是原DJI高级工程师。 陶冶在朋友圈长文中表示，大疆入局3D打印行业，是因为人才走向触了前老板的逆鳞。他援引大疆董 事长汪滔十年前的一句话——"不能让竞争对手找到空当挣到了钱，他们有了钱就会和你争夺人才，那 才是最大的麻烦"，并认为这一思路被延伸应用到了当前的竞争中。 陶冶分析认为，大疆早年对拓竹的态度相对宽松，一定程度上是出于"去拓竹总好过去影石，至 ...

Core Viewpoint - DJI is actively responding to competitive pressures in the drone and consumer electronics markets, particularly following the launch of the first panoramic drone by Insta360, indicating a strong competitive awareness and strategic positioning in the industry [1][4]. Group 1: DJI's Product Development and Market Strategy - DJI recently invited multiple investment institutions to its Shenzhen headquarters for a closed-door research session on its upcoming panoramic drone, the DJI Avata 360, although the company later clarified that this was an internal product experience event, not an investor meeting [1]. - The company emphasized that claims regarding its market position, such as being the only profitable consumer drone company globally, are inaccurate and that it does not need to collaborate with other companies to expand its market presence [1]. - The launch of the Avata 360 is seen as a defensive move against Insta360's new product, which could significantly impact Insta360's valuation if DJI leverages its supply chain advantages for competitive pricing [1]. Group 2: Expansion into New Markets - Beyond drones, DJI has been expanding its footprint in the consumer electronics sector, launching products such as the Osmo 360 camera and a sweeping robot, while also investing in a 3D printing company [3]. - The investment in the 3D printing sector is viewed as a strategic move to capitalize on the growth potential of consumer-grade 3D printing technology, aligning with DJI's innovative vision [3][4]. - The competitive landscape is intensifying, with DJI's entry into 3D printing potentially posing a threat to its former employee's company,拓竹科技, which has established itself as a leader in the consumer-grade 3D printing market [3][4]. Group 3: Competitive Dynamics in the Industry - The competition between DJI, Insta360, and拓竹科技 reflects a broader trend in Shenzhen's hardware industry, transitioning from a single dominant player to a multi-competitive environment [5]. - As DJI continues to diversify its product offerings and invest in new technologies, Insta360 is exploring opportunities in drone and content ecosystems, while拓竹科技 is expanding its global market presence in 3D printing [5]. - Future competition is expected to focus more on supply chain efficiency, global channel capabilities, brand building, and organizational management rather than solely on product specifications and pricing [5].