3D打印引爆风口，机构“淘金”绩优概念股

Group 1 - The 3D printing industry is experiencing a new wave of capital influx, with major companies like DJI entering the consumer-grade 3D printing market, indicating strong growth potential and industry prospects [1][2] - DJI's investment in the smart company specializing in light curing and fused deposition technology is expected to enhance market competitiveness and drive technological upgrades in the industry [1] - Other tech giants such as Meituan and Tencent are also deepening their investments in the 3D printing sector, with Meituan investing in Snapmaker and Tencent backing the company Creality, which aims to become the first publicly listed consumer-grade 3D printing company [1][2] Group 2 - The global 3D printing market is projected to reach approximately 170 billion RMB by 2024, with a compound annual growth rate of 18.5% over the next decade [2] - In the first quarter of 2025, global shipments of entry-level 3D printers are expected to exceed 1 million units, with Chinese suppliers contributing 95% of the market share [2] - In China, the production of 3D printing equipment increased by 40.5% year-on-year in the first three quarters, significantly outpacing growth in industrial robots and new energy vehicles [4] Group 3 - The demand for 3D printing is being driven by the IP economy and the trend of personalized collectibles, positioning 3D printing as a solution for the high demand for customized products [4] - A-share 3D printing concept stocks have shown strong performance, with over 90% of stocks in the sector experiencing price increases this year, and notable companies like Tiangong Co. seeing stock prices rise by approximately 374% [4] - Among 27 high-growth companies, 15 have recently attracted significant institutional interest, indicating a renewed recognition of the investment value in the 3D printing industry [5][6]