投资人现场“抢投”：3D打印迎来“iPhone时刻”

Core Insights - The 3D printing industry is experiencing rapid growth, with a projected market size of $115 billion by 2030, indicating a strong upward trend [1][5][8] - Investment interest in the 3D printing sector is increasing, as evidenced by multiple financing events and strategic investments from major companies like DJI and Meituan [8][9][10] Industry Overview - The Guangdong cultural industry is leveraging technology to transition from scale growth to quality and efficiency improvements [3] - The consumer-grade 3D printing market is entering a significant phase, referred to as the "iPhone moment," where it is moving from niche to mainstream [4][5] - Major players in the consumer-grade 3D printing market, such as Smart派, hold a substantial market share, with four Shenzhen companies controlling 90% of the entry-level 3D printer market [4][5] Company Highlights - Smart派, a leading brand in consumer-grade light-curing 3D printing, achieved a revenue of over 1.6 billion yuan in 2024, with a forecast of 2.5 billion yuan for the year [5] - The company has rapidly expanded its product line since its inception in 2015, focusing on both light-curing and FDM technologies [5][6] - Jinshi 3D, another key player, has entered the 3D printing sector and is positioned to enhance technological capabilities within the industry [6] Investment Trends - The 3D printing sector has seen 45 public financing events in 2023, indicating a shift from technology development to large-scale application [8][9] - Shenzhen is leading in financing activities, with a robust ecosystem that includes various companies across the 3D printing spectrum [10] - The investment landscape is characterized by a focus on both consumer-grade brands and upstream core technologies, reflecting a search for long-term value [10][11] Future Outlook - The integration of generative AI in 3D design is expected to lower barriers to entry and expand application scenarios, further intensifying competition [7] - The market is still in its early stages, with ample room for growth despite increasing competition [11][12] - The combination of cultural and technological advancements is anticipated to drive further growth in the Guangdong cultural industry [12]