3D打印（增材制造）行业专题报告：工业消费双驱动，多领域仍有海量空间

Industry Overview - The 3D printing (additive manufacturing) industry is based on digital models, allowing for high design freedom, over 95% material utilization, and shorter R&D cycles compared to traditional manufacturing [1][5] - The industry is divided into industrial-grade (priced in tens of thousands) and consumer-grade (priced in thousands), with various processes including powder bed fusion and stereolithography [1][5] - The global market size for 3D printing is projected to reach approximately $19.33 billion in 2024, with the top downstream applications being automotive manufacturing, consumer electronics, and medical devices [1][5][33] Market Dynamics - The Chinese market is expected to reach approximately 41.5 billion yuan in 2024, primarily driven by industrial-grade applications, with aerospace, automotive, and medical devices as the top three applications [1][5][33] - By 2027, the industrial-grade 3D printing market in China is anticipated to exceed 15.5 billion yuan, supported by national policies and technological advancements [1][5][37] Application Potential - In the aerospace sector, 3D printing is expected to grow from $2.77 billion in 2024 to $28.22 billion by 2034, driven by the need for lightweight and complex components [1][49] - The medical health sector is projected to reach $1.7 billion in 2024, with significant growth potential in personalized medical devices and surgical instruments [1][50] - The automotive industry is forecasted to reach $3.36 billion in 2024, with increasing demand for lightweight components and customization [1][55] - The consumer electronics sector is seeing a trend towards the use of titanium alloys in 3D printing, which can help reduce product weight [1][58] - The robotics field is expected to grow to $1.5 billion in 2023, with 3D printing enabling flexible production of components [1][67] Investment Recommendations - The report maintains a "market perform" rating for the 3D printing industry, highlighting the potential for growth driven by technological advancements and policy support [1][68] - Recommended stocks include Plater Tech (68833), Huazhu High-Tech (688433), Dazhu Laser (002008), Ruike Laser (300747), and Obi Zhongguang (688322) [1][68]