2025年12月18日，绿源集团以"聚势向新 共生向上"为主题的合作伙伴大会在厦门成功召开。面对行业 从"规模增长"转向"高质量竞争"的深水区，绿源给出了一份极具前瞻性的答卷：重磅推出液冷智慧动 力、智慧交互系统等新一代核心技术体系，并公布了2026年新产品规划。同时，绿源提出了"品销合 一、用户运营、多场景覆盖"的新营销生态，还披露了与宝马、越疆科技、有鹿机器人等企业的合作。 会上，绿源更联合核心供应链企业正式启动"2026新浪潮计划"，全面推进 "全场景轻出行方案" 落地， 开启从"传统制造商"到"生态构建者"的战略转型新篇章。 技术升级：三大系统构建全场景支撑 在全球轻出行趋势兴起及中国电动车行业迈向高质量发展的背景下，如何在合规前提下满足性能需求成 为行业难题。绿源集团创始人、董事局主席倪捷在会上表示："技术储备是应对不确定性的最大底气"。 基于对多场景交通需求的深刻理解，绿源成功构建了全栈自研的核心技术体系。该体系覆盖了核心三电 系统、生态融合技术、智能制造等多个关键领域，为绿源在两轮车、三轮车、E-bike、具身机器人等出 行载体上的应用提供了坚实的技术支撑。此次绿源发布的新一代核心技术体系，实现 ...

Core Insights - The seventh "Invisible Champion" Longqing Forum was held in Beijing on December 18-19, focusing on the theme of a financial strong nation and the strong chain of invisible champions [1][2] Group 1: AI and Corporate Strategy - AI is no longer just a tool or the responsibility of the Chief Information Officer; it has become central to corporate strategy and organizational governance led by the CEO [3][5] - Management must shift from being process maintainers to becoming facilitators of teams and transformation [3][5] Group 2: Future of Enterprises - Future enterprises can be categorized into three types: ecosystem builders, ecosystem participants, and "super-ecosystem" companies that can collaborate across all ecosystems through technology and products [3][5] - The overall trend indicates a coexistence of platform-based ecological companies, high-end small and micro enterprises, and super individuals [3][5] - Companies may become smaller, with shorter lifecycles; the emergence cycle for specialized and innovative enterprises has been compressed from 3-10 years to mere months or even weeks [3][5]

Core Insights - DJI's recent announcement of significant price cuts on multiple products, including the Pocket 3 camera and Mini 4K drone, has sparked considerable consumer reaction, with price reductions around a thousand yuan [1][2] - The price drop is seen as a response to growing market pressures and competition, indicating underlying growth anxiety within the company [3][4] Industry Trends - The growth rate of the Chinese civil drone market is projected to decline from 32% in 2023 to 20% by 2025, highlighting a slowdown in industry expansion [5] - Increased competition is evident as new entrants, such as影石创新 and GoPro, are targeting DJI's market share, with DJI's share in handheld imaging devices expected to drop from 19.1% in 2023 to 13.2% in 2024 [5] Company Challenges - DJI faces criticism for its lack of innovation, with products being described as "incremental" rather than groundbreaking, leading to concerns about its competitive edge [5][6] - The company is attempting to diversify its product offerings, such as entering the sweeping robot market, but initial results have not met expectations [6] Strategic Response - The price cuts are viewed as a short-term strategy to attract hesitant consumers and expand market share, but they may also lead to reduced profit margins and potential price wars within the industry [6][7] - DJI needs to transition from being a hardware-centric company to an ecosystem builder focused on user value, emphasizing deeper customer relationships rather than just market coverage [7][8] Future Outlook - For sustained growth, DJI must innovate beyond current product iterations and address significant pain points in drone technology, such as payload capacity and battery life [7] - The long-term success of the company will depend on its ability to establish a technological moat and maintain consumer trust and brand value [8]

Core Viewpoint - DJI's recent price cuts on several key products, including the Pocket 3 and Action 4, indicate underlying growth anxiety despite its dominant market position in the consumer drone sector, where it holds over 70% market share globally [1][2]. Industry Analysis - The growth rate of the Chinese civil drone market is projected to decline from 32% in 2023 to 20% by 2025, highlighting a slowdown in industry expansion [2]. - Increased competition is evident as new entrants like Yingshi Innovation and GoPro are targeting DJI's market share, with DJI's share in the handheld imaging device sector dropping from 19.1% in 2023 to 13.2% in 2024 [2]. - DJI's innovation has been criticized for being incremental, with recent products showing little differentiation from previous models, raising concerns about its ability to maintain competitive advantages [2][3]. Company Strategy - DJI is attempting to diversify its growth avenues by launching new products such as the Osmo 360 and the DJI ROMO robot vacuum, although these efforts have not yet yielded significant market impact [3]. - The company's recent price cuts are seen as a desperate measure to attract hesitant new users, potentially leading to a price war that could harm overall industry profitability [3][4]. - To sustain growth, DJI must transition from being a hardware-centric company to one focused on user value and ecosystem development, emphasizing deeper customer relationships rather than just market coverage [4][5]. Future Outlook - There are still opportunities for innovation in the drone sector, particularly in areas like payload capacity and battery life, which could enhance DJI's competitive edge if successfully developed [5]. - The long-term success of DJI will depend on its ability to innovate and build lasting trust with users, establishing a robust brand value that transcends current market challenges [5].