智能派陈波：消费级3D打印机迎来“iPhone时刻”

Core Insights - The recent investment conference in the Guangdong-Hong Kong-Macao Greater Bay Area highlighted the growing interest in the cultural industry and capital investment, particularly in the 3D printing sector [1] - Shenzhen is emerging as a global hub for 3D printing, with over 80% of China's 3D printers exported from the region in the first seven months of the year [1] - Intelligent Partner Technology Co., Ltd. has recently completed a strategic financing round worth hundreds of millions of RMB, with DJI Innovations as an investor, and aims to achieve a revenue target of 5 billion RMB within three years [1][2] Company Overview - Intelligent Partner was founded in early 2015 and shifted its focus from STEM kits to 3D printers after identifying market opportunities [1] - The company has evolved into a leading player in the global smart manufacturing industry and is recognized as a national-level "specialized and innovative" small giant enterprise [1] - Currently, 98% of Intelligent Partner's revenue comes from overseas markets, with plans to increase domestic revenue to around 20% [2] Industry Analysis - The 3D printing market is entering a significant growth phase, with expectations to exceed 200 billion RMB in the near future [2] - The industry is becoming increasingly concentrated, with at least three to five leading companies expected to coexist despite rising competition [2] - Competition is shifting from hardware to a comprehensive battle involving software integration, model library development, and ecosystem capabilities [2]