与大疆正面对决，新款无人机刚上市却遭密集批评，有人质疑"卖不动"！影石90后创始人回击：攻击越 猛，方向越对 记者｜王晶 日前，影石创新(SH688775)旗下全球首款全景无人机"影翎A1"正式发售。产品上市仅数日，市场上便 出现"销量仅数百台、与预期相差甚远""新品未拆封即在二手平台甩卖"等传言，遭受大量批评，迅速引 发外界关注。 12月8日晚，影石"90后"创始人刘靖康向全体员工发出公开信，正面回应相关质疑。他首先对销量传闻 进行了澄清："影翎仅中国区48小时就卖了3000多万元，且多个海外市场目前正在进行认证流程，很快 也将上市。"在刘靖康看来，影翎为影石开辟了一条新的增长曲线。 公开信还披露称，影石近年来遭遇多轮不公正的"排他手段"。在影翎"上市前半年，多家核心供应商(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、其他5家)突遭'排他'压力。"刘 靖康表示，由于过去几年未雨绸缪，公司能够在极限时间内迅速切换二供。他将近期面临的非常规、密 集的攻击视为"触动了某些现有格局"，并强调"攻击越猛烈，越能说明方向的正确性和对已有体系实现 颠覆的可能"。 今年以来，影石与大疆在全景相机 ...

公开信还披露称，影石近年来遭遇多轮不公正的"排他手段"。在影翎"上市前半年，多家核心供应商（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、其他5家）突遭'排他'压力。"刘靖康表示，由于过去几年未雨绸缪，公司能够在极限时间内迅速切换二 供。他将近期面临的非常规、密集的攻击视为"触动了某些现有格局"，并强调"攻击越猛烈，越能说明方向的正确性和对已有体系实现颠覆的 可能"。 今年以来，影石与大疆在全景相机、无人机等多条产品线展开激烈交锋。这两家总部同样位于深圳的消费电子巨头，均已在各自的强势品类 中占据了绝对龙头的位置：前者连续六年蝉联全球消费级全景相机市场冠军，后者在全球消费级无人机市场的份额超过70%。然而，在各自领 域取得领先之后，双方都不约而同地向对方的核心阵地发起进攻。 遭遇销量质疑 创始人迅速回应 本文来自微信公众号：每日经济新闻，编辑：段炼魏官红杜恒峰，作者：每经记者，原文标题：《与大疆正面对决，新款无人机刚上市却遭 密集批评，有人质疑"卖不动"！影石90后创始人回击：攻击越猛，方向越对》 日前，影石创新（SH688775）旗下全球首款全景无人机"影翎A1"正式发售。产品上市 ...

每经记者｜王晶 每经编辑｜段炼 魏官红 日前，影石创新（SH688775）旗下全球首款全景无人机"影翎A1"正式发售。产品上市仅数日，市场上便出现"销量仅数百台、与预期相差甚远""新品未拆 封即在二手平台甩卖"等传言，遭受大量批评，迅速引发外界关注。 12月8日晚，影石"90后"创始人刘靖康向全体员工发出公开信，正面回应相关质疑。他首先对销量传闻进行了澄清："影翎仅中国区48小时就卖了3000多万 元，且多个海外市场目前正在进行认证流程，很快也将上市。"在刘靖康看来，影翎为影石开辟了一条新的增长曲线。 公开信还披露称，影石近年来遭遇多轮不公正的"排他手段"。在影翎"上市前半年，多家核心供应商（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、其他5家）突遭'排他'压力。"刘靖康表示，由于过去几年未雨绸缪，公司能够在极限时间内迅速切换二供。他将近期面临的非 常规、密集的攻击视为"触动了某些现有格局"，并强调"攻击越猛烈，越能说明方向的正确性和对已有体系实现颠覆的可能"。 今年以来，影石与大疆在全景相机、无人机等多条产品线展开激烈交锋。这两家总部同样位于深圳的消费电子巨头，均已在各自的强势品 ...

今年以来，两家公司在全景相机、无人机等多条产品线展开激烈交锋。11月，发生在长沙的影石授权体验店门头招牌因排他性协议被拆除事件，引出了疑似 两家地面渠道之争的舆论发酵。 今年10月，大疆启动大规模降价促销活动，明星产品Osmo Pocket 3自上市以来首次降价，引发业内广泛关注。面对大疆的降价攻势，影石创始人刘靖康在 微博致歉并向特定时段购买大疆产品的消费者发放100元无门槛代金券。此前7月大疆推出Osmo 360时，影石也迅速将旗下同类产品降价500元应对。 红星资本局12月4日消息，今日晚间，影石创新（688775.SH）召开了影翎全景无人机空中发布会，发布了影翎首款产品Antigravity A1。 据介绍，这是全球首款8K全景无人机。即日起正式开售，提供标准版、标准续航三电版与长续航三电版三种组合，其中标准套装国补售价为6799元。 影翎A1整机重量249克，满足全球大多数地区的免登记或简化飞行规范，标配电池续航约24分钟，搭配长续航电池可延长至约39分钟。 此次影石抢先一步发售无人机产品，也意味着影石和大疆将在全景相机、无人机两大赛道同时开战。 资料图 图据视觉中国 红星资本局注意到，目前在电商平 ...

Accessibility StatementSkip Navigation Creators Invited to "Frame the World" for a Chance to Win Prizes Totalling $200,000 SHENZHEN, China, Nov. 26, 2025 /PRNewswire/ -- DJI, the global leader in civilian drones and creative camera technology, and SkyPixel, one of the world's most popular online communities for aerial photography and videography, today announce the 11th annual SkyPixel Photo & Video Contest. The competition showcases the evolution of photography, calling on creators to "Frame the World" in ...

Core Viewpoint - The global panoramic camera market is experiencing significant shifts in market share, with companies like影石 (Insta360) and 大疆 (DJI) competing fiercely, leading to a dynamic and competitive landscape in the smart imaging sector [5][6][7]. Market Dynamics - A report from 久谦咨询 indicates that 影石's market share dropped from 92% in Q2 to 49% in Q3, while 大疆 captured 43% of the market [5]. - Another report by 弗若斯特沙利文 shows 影石 and 大疆's market shares at 75% and 17.1% respectively, highlighting discrepancies in market data [6]. - The entry of 大疆 into the panoramic camera market with its Osmo 360 has significantly impacted 影石's dominance, showcasing the competitive nature of the industry [8]. Industry Trends - The rise of short video content globally has increased the demand for smart imaging devices, with 大疆's Osmo Pocket 3 achieving over 10 million units sold, generating revenue exceeding 300 billion [13]. - The current global user base for vlogs is estimated at 520 million, with outdoor sports consumers at 220 million, indicating a growing market for smart imaging devices [16]. Competitive Landscape - New entrants in the smart imaging sector are advised to avoid direct competition with established players like 大疆 and 影石, focusing instead on niche markets and differentiated product offerings [20]. - Companies like Looki and XbotGo are exploring unique use cases, such as AI-driven wearable cameras and solutions for sports event recording, respectively [23][24]. Technological Innovations - The integration of AI and advanced algorithms is becoming crucial for product differentiation in the smart imaging market, as seen with 光子跃迁's AI-enabled camera that responds to natural language commands [25]. - The industry is characterized by a low barrier to entry for basic imaging products, but achieving brand recognition and competitive pricing remains challenging [40][42]. Market Entry by Smartphone Manufacturers - Major smartphone manufacturers like OPPO and vivo are entering the smart imaging space, indicating a shift in focus towards handheld imaging devices [28][30]. - The competitive pressure from smartphone companies is seen as a defensive strategy to maintain market relevance in the face of declining smartphone sales [37]. Conclusion - The smart imaging market is poised for growth, with a penetration rate of only 6%, suggesting ample opportunities for innovation and competition [16][38]. - Companies entering this space must be prepared with sufficient resources and talent to navigate the competitive landscape effectively [45].

Core Insights - The competition for market share in the panoramic camera sector has intensified, with conflicting reports on the market shares of companies like Insta360 and DJI, highlighting the volatility of the market [1][2][6] - The entry of new players, including hardware companies and internet giants, into the smart imaging sector is reshaping the landscape, with significant investments and innovations being made [4][12][20] - The global user base for vlogging and outdoor activities presents a substantial opportunity for growth in smart imaging devices, with current penetration rates being low [6][18] Market Share Discrepancies - A report from Jiucheng Consulting indicated that Insta360's market share dropped from 92% to 49%, while DJI captured 43% in the third quarter [1] - Conversely, Frost & Sullivan reported that Insta360 held a 75% market share compared to DJI's 17.1%, suggesting significant discrepancies in market analysis [1][2] Competitive Landscape - The launch of DJI's Osmo360 has disrupted Insta360's dominance, showcasing strong market performance within just 90 days of release [2] - New entrants are focusing on niche markets and differentiated product offerings to avoid direct competition with established players like DJI and Insta360 [7][10] Emerging Trends - Companies like Looki and XbotGo are innovating by targeting specific user needs, such as AI-driven features and sports event recording, which are not directly competing with traditional action cameras [9][10][11] - The rise of smartphone manufacturers entering the smart imaging space is seen as a defensive move to protect their market share against emerging competitors [12][19] Industry Dynamics - The smart imaging market is characterized by low barriers to entry, with many startups able to develop products quickly due to a robust supply chain in regions like the Pearl River Delta [21][23] - However, achieving brand recognition and competitive pricing on a global scale remains a challenge for new entrants, as established companies like DJI and Insta360 have significant advantages in technology and market presence [23][25]

Core Viewpoint - A business war ignited by social media comments is unfolding between two tech giants in Shenzhen,影石创新 and 大疆, highlighting the competitive landscape in the consumer electronics sector [1][5]. Group 1: Market Dynamics - 大疆 captured 43% of the global market share in the panoramic camera sector within three months of launching its first product, indicating aggressive market penetration [3][9]. - The competition has intensified as both companies have shifted from a non-competing stance to a full-scale market battle, with影石 being the leader in panoramic cameras and 大疆 dominating the drone market [5][12]. - 大疆's price cuts on popular products have been interpreted as a strategy to eliminate competition, with significant price reductions on models like Osmo Pocket 3 and Action 4 [6][7]. Group 2: Financial Performance -影石 reported a revenue of 29.40 billion yuan in Q3 2025, a year-on-year increase of 92.64%, but its net profit declined by 15.90%, indicating a struggle with profitability despite revenue growth [10][11]. - For the first three quarters of 2025,影石's cumulative revenue reached 66.11 billion yuan, up 67.18% year-on-year, while net profit fell by 5.95% [10]. Group 3: Strategic Responses - 刘靖康's comments about 大疆's "monopoly" may serve to divert attention from影石's financial challenges and create a narrative for strategic expansion [11]. - Both companies are expanding into new markets, with 大疆 launching a robot vacuum and影石 increasing R&D investment, reflecting their need to grow beyond their current market positions [20][21]. - The competition is not just about products and pricing but has evolved into a battle for market influence and narrative control within the industry [21].

Core Points - DJI has announced price reductions for multiple products starting October 9, including the Osmo Pocket 3, which will see a price drop from 3499 yuan to 2799 yuan, a reduction of 700 yuan [1] - Consumers who recently purchased DJI products have expressed dissatisfaction and sought price protection, leading to complaints about inconsistent after-sales policies across different sales channels [1][2] - The price reduction is part of a promotional campaign for the upcoming Double Eleven shopping festival, with significant discounts on various products, including the DJI Mavic 3 Pro and DJI Mini series [3] Pricing and Consumer Reactions - The price drop has led to confusion among consumers regarding the price protection policy, with online platforms offering a 30-day price guarantee while offline stores have varying policies [1][4] - Reports indicate that different offline stores have inconsistent refund policies, with some allowing price adjustments for purchases made within specific dates, while others do not [2][4] - Consumers have shared experiences of purchasing products shortly before the price drop and facing challenges in obtaining refunds or price adjustments [3][4] Product Launch and Market Position - DJI continues to innovate and expand its product line, recently launching its first robotic vacuum, the DJI ROMO, which has received mixed reviews regarding quality and functionality [5][6] - The robotic vacuum market is highly competitive, with IDC reporting that the top five manufacturers will account for 63.4% of the market share by Q1 2025 [6] - Initial feedback on the DJI ROMO has been positive regarding its design and performance, although some users have reported issues with product reliability and after-sales service [7][8] After-Sales Service Issues - Consumers have reported difficulties with the after-sales service for the DJI ROMO, including slow refunds and inconsistent return policies, despite advertised guarantees [7][8] - Specific complaints include denied returns based on minor damages and issues with product functionality, leading to frustration among users [8][9] - As of the latest updates, DJI has not provided a clear explanation for the discrepancies in its price adjustment policies across different sales channels [9]

Core Insights - DJI has initiated a significant price drop on several of its products, including the Osmo Pocket 3 and Mini 4 Pro drones, coinciding with the promotional period from October 9 to 14, marking a strategic move ahead of the Double Eleven shopping festival [1][3][8] - The price reductions have sparked consumer backlash, with many feeling misled due to the timing of the promotions shortly after their purchases [3][4] - The competitive landscape is intensifying, with Insta360 and other brands responding to DJI's price cuts, indicating a broader price war in the smart imaging market [6][8] Price Reduction Details - The Osmo Pocket 3 saw a price drop of 700 yuan for the standard version and 900 yuan for the all-around kit, while the Mini 4 Pro's price was reduced by 1478 yuan [1] - The promotional campaign has led to a surge in store traffic and product sales, with the Pocket 3 selling out again [3] Consumer Reactions - Consumers expressed dissatisfaction on social media, demanding explanations from DJI regarding the abrupt price drops [3] - DJI's official response indicated that the promotions were part of a regular marketing strategy for the upcoming Double Eleven event, largely ignoring requests for price adjustments [3] Competitive Landscape - The rivalry between DJI and Insta360 is escalating, with both companies launching new products aimed at each other's market segments [6][8] - Insta360 has already reduced prices on its products in response to DJI's moves, highlighting the competitive pressure in the smart imaging sector [8] New Entrants in the Market - Major smartphone manufacturers OPPO and Vivo are reportedly developing new product lines to compete directly with DJI's offerings, indicating a potential shift in market dynamics [10][12] - OPPO's first product is in the prototype stage, while Vivo's entry is expected to coincide with its new flagship phone launch [10][12] Industry Implications - The entry of smartphone giants into the smart imaging market could significantly alter competitive dynamics, leveraging their existing supply chains and market presence [12][13] - The ongoing price war and product innovations suggest a rapidly evolving market, with potential for increased consumer options and competitive pricing [8][13]