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OPPO、vivo杀进手持影像赛道,大疆慌不慌?
Di Yi Cai Jing· 2025-09-30 12:48
近期,OPPO对市场传闻正式作出回应,称已启动新形态影像产品系列,计划于2026年内发布。而消息 人士对第一财经记者表示,vivo方面,相关产品线也已启动半年以上。"产品将对标GoPro、大疆等产品 主导手持智能影像设备。"该人士说。 消费巨头"杀入"Pocket市场。 当OPPO、vivo这两个手机圈的巨头,把目光投向手持影像这块蛋糕时,业内调侃道,大疆的"好日 子"或许要到头了。 当下,手持影像市场虽说竞争者不算少,但基本是"小圈子游戏"。根据头豹研究院分析,全球智能影像 设备市场呈现高度集中的竞争格局,影石创新、大疆创新以及美国的GoPro作为"前三甲"合计占据了 78.9%市场份额,而大疆则在手持智能影像设备市场拥有着绝对话语权。 但随着手机厂商的入局,这一长期由少数企业主导的市场平衡或将被打破,手持影像市场的竞争格局迎 来变数。 消费巨头"杀入"Pocket市场 一位手机供应链人士对记者表示,"手机厂商切入主要是看到了这个市场的增长机会,直播带动的视频 设备需求还在发酵,手持设备拍摄的素材可以自动同步至手机,通过AI剪辑工具生成内容后直连社交 平台,这种全场景生态能力是手机厂商的优势。" "此外,手 ...
影石创新发布上市后首份股权激励计划
Zheng Quan Ri Bao Zhi Sheng· 2025-09-25 17:35
Core Viewpoint - The company, Yingstone Innovation Technology Co., Ltd., has announced its first stock incentive plan since going public, aiming to enhance employee motivation and loyalty through the granting of restricted stock to key employees [1][2]. Group 1: Stock Incentive Plan - The incentive plan proposes to grant a total of 1.3871 million restricted shares, accounting for approximately 0.35% of the company's total share capital of 401 million shares at the time of the announcement [1]. - The grant price for the restricted shares is set at 148.92 yuan per share [1]. - The plan targets 695 key employees, representing 21.48% of the total workforce of 3,235 employees as of mid-2025 [1]. Group 2: Performance Assessment - The performance assessment period for the first grant is set for the fiscal years 2025 and 2026, with revenue growth targets of no less than 30% for 2025 and 50% for 2026, based on the 2024 revenue of 5.574 billion yuan [2]. - According to the performance targets, the company needs to achieve revenues of at least 7.246 billion yuan in 2025 and 8.361 billion yuan in 2026 [2]. - The incentive plan is seen as a strategy to drive future growth and align employee interests with company performance [2]. Group 3: Growth Potential - The company aims to stimulate market demand through blockbuster products rather than competing in existing markets, having already achieved cumulative sales of millions of panoramic cameras [3]. - Yingstone Innovation is expanding its product offerings beyond panoramic cameras to include video conferencing cameras and smartphone gimbals, with plans to launch a new line of consumer drones [3]. - The introduction of the "Antigravity" brand for consumer drones is expected to tap into a larger market potential, addressing unmet needs and creating new usage scenarios [3].
对话 | “AI+硬件”,影石创新刘靖康解密如何让原创飞轮持续运转
3 6 Ke· 2025-07-09 04:20
Core Viewpoint - The successful listing of YingShi Innovation (688775.SH) on the Sci-Tech Innovation Board highlights its rapid growth as a leading smart imaging brand, driven by innovative panoramic imaging technology and a keen understanding of market trends [1][2]. Group 1: Product Development and Innovation - Continuous technological innovation is essential for addressing unmet user needs, with profits reinvested into R&D to create a virtuous cycle of innovation [3][6]. - The company focuses on original product development, having chosen this path over imitation, which has been crucial to its growth and market leadership [4][5]. - Identifying high-margin markets with existing demand but unresolved pain points is a key strategy for product development [3][8]. Group 2: Market Strategy and Consumer Insights - The company emphasizes understanding customer needs and addressing issues that competitors have overlooked, which is fundamental to its innovation strategy [5][6]. - The successful launch of the flagship product X5, a 360-degree camera, is attributed to its ability to solve previous product pain points and meet consumer expectations [10][11]. - The company aims to expand its target customer base and application scenarios as it resolves existing product issues, thereby increasing market penetration [12][9]. Group 3: AI and Future Opportunities - The integration of AI technology is seen as a significant opportunity for enhancing product capabilities, such as automatic shooting and editing, although it presents substantial engineering challenges [14][15]. - The company’s mission remains focused on helping people better record and share their lives, with a long-term vision of becoming a world-class smart imaging brand [13][12]. Group 4: Investment and Growth Strategy - The company advises startups to focus on high-end product development to ensure profitability and sustainable growth, rather than engaging in price wars [16][17]. - Emphasizing the importance of operational efficiency and patent registration is crucial for companies looking to expand globally [18][17]. - The partnership with Qiming Venture Partners has been instrumental in the company's growth, providing not only financial support but also valuable resources and insights [20][22].
影石敲钟,与刘靖康复盘创业十年
虎嗅APP· 2025-06-14 09:26
Core Viewpoint - The article discusses the entrepreneurial journey of Liu Jingkang, the founder of Insta360, highlighting the company's growth, challenges, and competitive landscape, particularly in relation to GoPro and DJI. It emphasizes the importance of innovation, organizational structure, and maintaining a long-term vision in a rapidly evolving market. Group 1: Company Overview - Insta360, founded by Liu Jingkang in 2014, has become a leader in the global panoramic camera market and the second in the action camera segment, achieving significant growth and innovation over the past decade [10][26]. - The company reported a revenue increase from 5.88 billion to 55.74 billion from 2019 to 2024, with a compound annual growth rate of 65.25% [26]. - Liu Jingkang, at 33 years old, became the youngest chairman in the history of the Sci-Tech Innovation Board, reflecting the youthful and innovative spirit of the company [5][36]. Group 2: Market Position and Competition - Insta360 has successfully positioned itself against established competitors like GoPro, leveraging China's supply chain advantages and the rise of social media platforms like YouTube to expand globally [26][67]. - The competitive landscape has intensified with DJI entering the action camera market, prompting Insta360 to adopt a strategy focused on innovation rather than price competition [27][30]. - The company aims to differentiate itself by maintaining high product standards and avoiding the pitfalls of rushing products to market, as seen in the case of GoPro's Karma drone [89][91]. Group 3: Innovation and Organizational Strategy - Insta360's culture emphasizes bold thinking and innovation, with a commitment to investing in research and development, maintaining a research expense ratio above 13% [31][39]. - The company has faced challenges, such as product recalls, but has used these experiences to strengthen its organizational structure and improve product quality [70][74]. - Liu Jingkang's leadership style focuses on empowering teams and fostering a culture of continuous learning and adaptation, essential for navigating the complexities of the tech industry [76][80]. Group 4: Future Outlook - The company is poised for future growth, with plans to explore new business opportunities while maintaining a focus on customer satisfaction and long-term value creation [56][60]. - Liu Jingkang expresses a desire to build a company that prioritizes employee development and customer value over short-term shareholder returns, indicating a shift towards sustainable business practices [39][44]. - The competitive landscape will continue to evolve, but Insta360 aims to leverage its innovative capabilities to maintain its market position and drive future success [31][92].
影石敲钟,与刘靖康复盘创业十年
虎嗅APP· 2025-06-14 09:25
Core Viewpoint - The article discusses the entrepreneurial journey of Liu Jingkang, the founder of Insta360, highlighting the company's growth, challenges, and competitive landscape, particularly in relation to GoPro and DJI. It emphasizes the importance of innovation, organizational structure, and maintaining a long-term vision in a competitive market. Group 1: Company Overview - Insta360, founded by Liu Jingkang in 2014, has become a leader in the global panoramic camera market and the second in the action camera segment, achieving significant growth and innovation over the past decade [10][26]. - The company recently went public on the STAR Market, with a market capitalization exceeding 70 billion yuan and a fundraising amount of 1.938 billion yuan, marking a significant milestone in its growth trajectory [36][37]. Group 2: Competitive Landscape - The competitive environment has shifted, with DJI emerging as a formidable competitor alongside GoPro, leading to aggressive pricing strategies and heightened competition in the action camera market [27][30]. - Liu Jingkang acknowledges the challenges posed by DJI's pricing tactics but emphasizes the company's strategy of focusing on innovation rather than engaging in price wars [86][87]. Group 3: Innovation and Growth Strategy - The company has maintained a strong focus on R&D, with a consistent investment rate of over 13%, aiming to develop world-class innovative products while navigating the complexities of market competition [31][39]. - Insta360's revenue has seen exponential growth, increasing from 588 million yuan in 2019 to 5.574 billion yuan in 2024, with a compound annual growth rate of 65.25% over the past three years [26][24]. Group 4: Organizational Development - Liu Jingkang emphasizes the importance of building a resilient organizational structure that does not rely solely on individual decision-making, aiming for a more scientific approach to management and innovation [75][76]. - The company is committed to a culture that prioritizes employee development, customer value, and long-term shareholder returns, reflecting a shift towards sustainable growth practices [39][40].