图片来源：大疆官网 近几年，尤其是2025年，似乎是户外摄影器材赛道的"狂飙"之年。 从户外运动博主随时随地用影石的运动相机记录骑行和徒步，到Vlog博主用大疆的Pocket口袋相机拍摄日常生活，再到普通人在朋友圈发布的照片不经意 间露出大疆的水印……"人手一台"户外相机的时代已然到来。 数据更为直观，根据Sandalwood中国电商市场监测显示，截至2025年10月，运动相机销量达到476万台，同比增长252%以上，销售额同比增长超过 316%。另据《2025中国电商发展报》显示，截至今年11月，运动相机成交额暴涨6191%。 小巧、便携、性价比高……诸如此类的优点，吸引着年轻人购入这一"新玩具"。然而，消费热潮之下，不少年轻人也是"一买一个不吱声"，默默 让"pocket3"渐渐落了灰或挂上二手平台。 影石的部分产品 图片来源：影石官网 毕竟，运动相机的第一视角拍摄、超广角、4K+HDR等功能，是普通智能手机无法满足的。而小巧、便携等特点也让"记录"这件事看似变得更简单，加之 目前入门级运动相机价格普遍在300元到800元之间，中端口袋相机如大疆Pocket3标准套装的价格也降到了3000元以下，高端套装 ...

年轻的影石创新步步进攻，遇到老大哥大疆严防死守。 影石创新与大疆的产业链之争持续发酵，将科 技行业 "二选一" 排他行为推向舆论焦点。两家公司在产业链和上下游持续博弈，也给技术密集型产业 的反垄断监管提出了挑战。 12月8日，影石创新创始人刘靖康在内部信中揭露：旗下首款全景无人机影翎A1上市前半年，33家核心 供应商遭 "排他" 压力，涉及光学镜头模组7家、结构件8家、屏幕3家、电池2家、芯片电子元器件8家及 其他5家。更令人震惊的是，部分供应商已完成样品交付或芯片设计，却因压力突然中断合作。某光学 镜头模组头部企业与影石合作至设计验证阶段，最终以 "人员和带宽不足" 为由终止合作，影石垫付的 模具费两年后才收回；一家芯片厂商已完成定制芯片试产，却被迫停止出货，导致影石紧急启动替代方 案。 销售端的冲突同样激烈。某个商场投入百万元装修的 "影石Insta360" 招牌被强行拆除。有媒体报道，商 场管理方承诺在大疆经销商租赁期内，"不允许影石开设品牌专卖店"。 作为全球消费级无人机市场的领导者，大疆是行业奠基人，从无到有引导建了产业链。其供应链管理采 用 "超级垂直整合" 模式，从电机、飞控系统到摄像头模组，核 ...

Core Insights - The "first store economy" is emerging as a significant force driving urban commercial vitality and innovation, with various cities implementing measures to encourage the establishment of first stores by domestic and international brands [1][3][10] Group 1: Economic Impact - The first store economy is contributing to the enhancement of urban commercial quality and accelerating the release of domestic demand potential [3][10] - In Beijing, the presence of over 100 first stores in the China World Mall has significantly boosted consumer traffic, with peak holiday footfall reaching tens of thousands [3][6] - In Shenzhen, the introduction of flagship and concept stores from international brands showcases the city's strong commercial innovation and consumer potential [4][10] Group 2: Market Trends - In the first half of this year, Nanjing opened over 200 first stores, with more than 43% being first stores in Jiangsu and above, indicating a trend of quality and diversity in new retail formats [5][10] - Dongguan also saw an active first store economy, with 76 new quality first stores opened, covering various sectors such as dining, retail, and entertainment [5][10] - The first store economy is attracting significant consumer traffic, with examples like the Shenzhen Dayuecheng recording over 420,000 visitors on its opening day [7][10] Group 3: Corporate Strategies - Several listed companies and leading brands are accelerating their first store strategies to stimulate new consumer momentum, such as the collaboration between Hangzhou's Jiebai Group and local museums for themed exhibitions [6][10] - The introduction of first stores by brands like Huaxizi and Atwell Hotel in Shanghai highlights the trend of leveraging first store effects to drive foot traffic and enhance consumer experience [6][10] Group 4: Policy Support - Cities like Shanghai and Shenzhen have introduced policies to support the first store economy, including financial incentives for brands and streamlined approval processes for new store openings [9][10] - The Shanghai "First Release 3.0" initiative aims to optimize import consumption processes and provide substantial rewards for high-level first stores [9][10] - Zhejiang Province's action plan aims to add over 2,000 new urban brand first stores by 2027, emphasizing the importance of financial support and infrastructure development for the first store economy [10]