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大疆降价风暴背后,藏着一场生死攻防战
商业洞察· 2025-10-11 09:39
以下文章来源于凤凰网财经 ,作者风暴眼 凤凰网财经 . 你好,我们是凤凰网财经,全球华人都在看的财经公众号,传播最有价值的财经报道,你值得关注!欢 迎访问:http://finance.ifeng.com/ 作者:风暴眼 来源:凤凰网财经 ---------------------------------- 2025 年 10 月,大疆一场覆盖 Pocket 3 系列、运动相机、无人机等多款产品的限时促销,将"最 高直降 900 元"标签推至公众眼前,也把 " 刚买就降价 "的错愕与无奈抛给了无数消费者。 社交媒体上, "大冤种" 的自嘲与维权声浪迅速将大疆推上热搜 ,线上线下渠道的售后标准差异更 引发热议。 来源 | 大疆官方商城 购买当天,曾有其他顾客向山姆工作人员询问 "产品是否会降价",得到的答复是:" 不会降价,从 未降过 。" 只是,这场掀起波澜的降价,对大疆而言,或许本就是一步没得选的棋 。 01 刚买一天,就要降价了 2025 年 10 月 5 日的杭州山姆会员店里,孟涛手里攥着刚买的大疆 Pocket 3 相机套装,价格为 3519 元,心里还盘算着给姐姐送礼物时的惊喜。 孟涛 没太在意这场 ...
影石无人机升空,能否撼动大疆?
新财富· 2025-08-27 14:54
Core Viewpoint - The competition in the consumer electronics industry, particularly in the drone sector, is intensifying as companies like影石创新 and大疆 are directly challenging each other's core products, indicating a significant shift in market dynamics [2][4][10]. Group 1: Company Strategies - 影石创新 is entering the drone market with its brand影翎 Antigravity, launching the影翎A1, an 8K panoramic drone expected to be released in early 2026, which has already led to a surge in its stock price [2][3]. - 大疆 has responded by launching its Osmo360 panoramic camera, priced at 2500 yuan, which is significantly cheaper than影石's flagship product, indicating a price war in the market [3][10]. - Both companies are located in Shenzhen and are vying for dominance in the smart imaging sector, with影石 positioning itself as a formidable competitor to大疆 [4][10]. Group 2: Market Positioning - 大疆 has established itself as a leader in the drone industry over the past two decades, leveraging its technological innovations and supply chain efficiencies to dominate the consumer drone market [8][10]. - 影石创新, founded in 2010, has successfully captured market share in the panoramic camera segment, positioning itself as a strong challenger to大疆, with a focus on creative software solutions rather than just hardware specifications [10][11]. - The competition is characterized by a fundamental difference in product philosophy, with大疆 focusing on professional-grade quality and影石 emphasizing creative freedom and user-friendly experiences [13][21]. Group 3: Market Potential - The global panoramic camera market is estimated to be around 60 billion yuan, with影石 holding an 81% market share, indicating a strong foothold in this niche [23][24]. - The global drone market is projected to reach 88.9 billion USD, with the consumer drone segment valued at 24 billion USD, where大疆 currently holds 70% market share [24]. - 影石's entry into the drone market signifies its ambition to tap into a broader market, leveraging its expertise in panoramic imaging technology to explore new growth opportunities [22][24].
20万现金雨点燃商战!影石创新市值3天飙涨300亿,正面“硬刚”大疆
Sou Hu Cai Jing· 2025-08-22 08:11
Core Viewpoint - The founder of Yingshi Innovation, Liu Jingkang, celebrated the launch of their new drone product by distributing 200,000 cash to employees, signaling a strong market entry against DJI in the drone industry [1][2]. Group 1: Company Developments - Yingshi Innovation's panoramic drone brand "Yingling Antigravity" announced its public testing on August 14, with plans for a formal launch in January 2026 [2]. - Following the announcement, Yingshi Innovation's stock price surged by 20% on August 15, closing at 224.42 yuan per share, resulting in a market capitalization of 89.992 billion yuan [2]. - The company's market value continued to rise, reaching 107.9 billion yuan on August 18 and 120.3 billion yuan on August 19 [3]. Group 2: Competitive Landscape - Yingshi Innovation and DJI are positioned as key competitors in their respective markets, with Yingshi holding a 67% market share in the global panoramic camera market as of 2024, while DJI commands over 70% of the global consumer drone market [4][5]. - In response to DJI's launch of the Osmo360 panoramic camera, Liu Jingkang announced a price reduction of 500 yuan for Yingshi's new product Insta360 X5, indicating aggressive competition [4][5]. - Both companies are seeking new business avenues to sustain high growth expectations, as they have dominated their respective fields [5].