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运动相机“老二”IPO:年入36亿,七成靠老外
虎嗅APP· 2025-05-17 10:33
经历四年IPO长跑的"国产运动相机一哥"影石创新 (Insta360) ,终于要登陆科创板了。 以下文章来源于定焦One ,作者定焦One团队 定焦One . 深度影响创新。 本文来自微信公众号: 定焦One ,作者:何欣欣,编辑:金玙璠,题图来自:定焦One 摄 今年2月27日,被滑雪爱好者捧红的影石创新,拿到了科创板上市的通行证。这家2015年成立于深圳 宝安的公司,靠着让普通人也能拍出"360无死角大片"的全景相机,在海外市场杀出一条血路: 2021~2023年,营收从13.3亿元猛增至36.4亿元,三年翻了两倍多,净利润率从20%提升至22.8%。 影石创新在招股书中引用了弗若斯特沙利文 (Frost & Sullivan) 的数据来证明自己的市场地位:全 景相机第一,运动相机第二。 根据Frost&Sullivan,2023年全球消费级全景相机市场份额前三位分别为影石创新、日本理光、 GoPro,市场占有率分别为67.2%、12.4%和9.2%。影石还特别提到,公司在全景相机市场连续6年全 球份额第一,相当于每卖10台全景相机,7台是影石家的。 而在市场规模更大 (2023年全景相机市场规模约50. ...
日股“大底”已现?
日经中文网· 2025-04-27 07:16
截至4月25日,日经平均指数几乎收复了特朗普4月2日宣布对等关税后的跌幅。虽然无法完全消 除"二次探底"的隐忧,但认为3.1万点左右是最低点的观点越来越强。背后原因是美国政府态度持 续软化。日股能否回归持续性走高? 4月25日,日经平均指数连续上涨,最终以3.5705万点收盘,几乎收复了美国总统特朗普4月2日 宣布对等关税后的跌幅。在市场相关人士之间,认为4月上旬暴跌过程中出现的低点是"大底"的解 释已开始增加。日本股市能否摆脱对美国股市的依赖,回归持续性走高?一部分投资者已经展开 行动。 "我不认为中美之间会对高关税置之不理。与(宣布对等关税的)2日相比,环境不会变得更加严 峻",三菱UFJ资产管理公司的执行基金经理石金淳管理着投资日本国内外股票和债券的基金,一 直在日本股市下跌的局面下实施买进。据称,他认为日本股市已经见底。 从卖空情况中也可以窥见触底的迹象。美国标普全球(S&P Global)的数据显示,从丰田的股票来 看,借出股票(卖空)余额占已发行股票的比例从4月初的2.3%下降到23日的0.9%。认为旨在避 免下跌局面下的损失而进行卖空的趋势不会进一步下跌,因此暂时开始回购。 日经平均指数已从创年 ...
首届具身智能机器人运动会开幕;贾跃亭称还债回国是人生重要目标;中国全景相机在美国被抢购
Guan Cha Zhe Wang· 2025-04-27 00:48
Group 1: Artificial Intelligence Development - The Central Committee of the Communist Party of China emphasized the importance of strengthening AI development and regulation, advocating for a self-reliant and application-oriented approach to ensure healthy and orderly progress in AI technology [1] - The first Embodied Intelligent Robot Games opened in Wuxi, featuring over 150 robots and participation from more than 100 research teams and companies, alongside discussions on technological innovation [1] Group 2: Major AI Financing - Elon Musk's xAI is in talks to raise approximately $20 billion, which could elevate the company's valuation to over $120 billion, potentially aiding in debt repayment from Twitter's privatization [4] - If successful, this financing round would be the second-largest for a startup, following OpenAI's $40 billion round earlier this year [4] Group 3: AI Model Upgrade - OpenAI announced an upgrade to its GPT-4o model, enhancing its ability to understand complex instructions and improving its performance in professional contexts such as legal consulting and academic writing [5] Group 4: Education and AI - The Ministry of Education held a training program for school leaders to better understand the role of education in China's modernization and the impact of technological advancements on education [6][7] - Emphasis was placed on optimizing knowledge systems, enhancing teacher skills, and developing AI curricula to improve educational outcomes [7] Group 5: Automotive Industry Trends - China's imported car volume has been declining, with a reported 39% decrease in imports for the first quarter of 2025 compared to the previous year, reflecting a broader trend of reduced imports since 2017 [8] Group 6: Technological Innovations - The world's first commercial intelligent computing node was launched by China Telecom in the Guangdong-Hong Kong-Macao Greater Bay Area [3] - A domestically developed wearable single-person flying device successfully completed its first flight in Hangzhou, showcasing advanced features and potential applications in emergency rescue and low-altitude operations [8] Group 7: Corporate Financial Performance - Sichuan Changhong reported a 12.89% increase in revenue and a 96.68% increase in net profit for Q1 2025, attributed to the fair value increase of its investment in Huafeng Technology [11]
一年狂卖150亿,运动相机从社交货币到“吃灰神器”
凤凰网财经· 2025-03-10 11:02
文 | 任雪芸 以下文章来源于Tech星球 ,作者任雪芸 Tech星球 . Tech星球,聚焦互联网前沿科技和新商业。 来源|Tech星球(微信ID:tech618) 01 "手机拍不好"之后,运动相机开启 "吸金风暴" "以前用手机拍滑雪视频,画面抖得根本没法看,直到朋友推荐了运动相机。"北京的滑雪爱好者小飞在社交平台分享了他滑雪的视频。 这条视频因流畅的防抖效果和沉浸式视角,获得了不少点赞。而评论区里,"求同款相机"的呼声,成了平台流量之外的附加价值。 事实上,像小飞这样因体验到运动相机优势而 "路转粉" 的消费者不在少数。 在深圳工作的产品经理李然发现,过去两年间,身边同事的工位上陆续出现了各种形态的运动相机:有人用它拍摄通勤骑行的城市街景,有 人绑在宠物项圈上记录"狗视角"。这个曾经专属于极限运动玩家的运动相机,以"全民记录神器"的姿态闯入普通人的生活。 随着影石创新科创板IPO获批,运动相机市场热度再获印证。 据招股书披露,在2021年至2024年6月的报告期,影石创新的收入分别达到约13.28亿元、20.41亿元、36.36亿元和24.28亿元。其在报告期内 的净利润分别约为2.66亿元、4.07 ...