1 昨天，大疆发布了一款扫地机器人，DJI ROMO。 两颗180度的鱼眼镜头，前后加起来三颗雷达。 很强，强到我当场就打开京东想看看多少钱。 然后不知道为什么，就看到了京东保洁的补贴。 2小时，上门保洁，各种优惠下来可以做到50块以内。 看得我冷汗下来了。 大疆这也太冤枉了。 在最好的时候，遇到了最猛的京东。 讲道理，大疆已经很强了，ROMO也已经开发到极致了。 只不过它没想到，这世界根本不讲道理。 甚至不讲物理。 AI算得清扫地路径，却算不清京东的商业半径； 雷达能自动避障，却避不开京东的补贴这一仗。 2 0 0天免维护的超级卖点，在不到50块的2小时保洁服务面前显得像个弱点。 这就像你开着一台超级跑车，氮气加速，零百0 . 0 1秒，合金底盘，出门就遇到了藤原拓海 的全险大运。 那一瞬间，你的眼前走马灯，耳边想起了BGM。 "人生呐能不能放过我这一次，下辈子我想做个不会长大的孩子" 那一瞬间，你甚至不是害怕。 你会笑。 人无语到一定程度的时候，就是会笑的。 2 本身扫地机器人跟家政保洁，就很难比。 这不是大疆的问题，是整个行业面对的问题。 芯片再高端，AI再智能，机械结构设计得再精巧，在进化了千万年的人 ...

Core Viewpoint - DJI and Insta360 are entering each other's core business areas, indicating a competitive shift in the market for both companies [1][3][4] Company Developments - DJI announced the launch of its panoramic camera "Osmo 360" set for release on July 31, 2023, while Insta360 revealed its consumer drone brand "影翎Antigravity" aimed at producing the world's first panoramic drone capable of shooting 8K panoramic videos [2][3] - DJI's "Osmo 360" is priced at approximately 3,588 RMB, while Insta360's flagship panoramic camera X5 is priced at 3,798 RMB, showcasing direct competition in product specifications [3][4] Market Position - DJI holds over 70% of the global consumer drone market, while Insta360 commands over 67% of the global panoramic camera market, highlighting their dominance in their respective fields [2][4] - The global retail market for panoramic cameras is projected to reach 5.03 billion RMB in 2023, with Insta360 maintaining a leading market share for six consecutive years [4][6] Strategic Moves - Insta360's decision to enter the drone market was made five years ago, anticipating DJI's potential response in the panoramic camera sector [4][5] - Both companies are expanding into adjacent markets to create a more comprehensive "image ecosystem," leveraging their existing technological capabilities and user bases [5][12] Industry Growth - The panoramic camera market is expected to exceed 7.85 billion RMB by 2027, with a compound annual growth rate (CAGR) of over 10%, while the drone market is projected to grow at a CAGR of 21.25% by 2030 [6][7] - The competition between DJI and Insta360 is expected to accelerate technological advancements in the industry, benefiting the overall market [10][11] Innovation and Ecosystem - The competition is likely to lead to new technological developments, such as the adoption of 8K panoramic video standards and enhanced AI editing features [12][13] - The emergence of new product categories, like panoramic drones, will create opportunities for supply chain upgrades and a richer content creator ecosystem [12][13]

Group 1 - Lei Jun announced that Xiaomi YU7 will be officially launched on June 26, aiming to challenge the sales of Tesla Model Y in China [3][4] - Xiaomi YU7 will offer 9 color options and is designed as a luxury high-performance SUV, focusing on comfort and spaciousness [3] - Lei Jun expressed confidence in the product's capabilities and mentioned that the sales target is ambitious [3] Group 2 - Meituan announced a comprehensive expansion into instant retail while ensuring no layoffs or salary cuts for employees [8][10] - The company reassured all formal employees that their positions are secure and that new job placements will be arranged as needed [10] Group 3 - BYD denied rumors regarding the use of solid-state batteries in its Seal model, stating that such information is unverified [11][12] - The CTO of BYD indicated that solid-state battery applications are expected to begin around 2027, with mass production anticipated after 2030 [12][13] Group 4 - Genspark's CEO stated that AI will impact 99% of jobs, suggesting that white-collar positions may be at risk of elimination [22][23] - The CEO emphasized the importance of adapting to AI and encouraged individuals to embrace AI technologies for future opportunities [22][23] Group 5 - Alibaba announced the merger of Ele.me and Fliggy into its China e-commerce business group, aiming to enhance user experience and optimize business models [18][19] - This restructuring is part of Alibaba's strategy to create a more comprehensive consumer service system, particularly in the instant retail sector [18][19] Group 6 - DJI is set to release its first sweeping and mopping robot, named DJI ROMO, which has been in development for over four years [34] - The product aims to leverage DJI's expertise in obstacle avoidance and sensor technology, initially targeting the domestic market [34]