赋能百业、资本追捧 3D打印赛道将迎黄金发展期

Core Insights - The transition from "Made in China" to "Intelligent Manufacturing in China" is accelerating, with 3D printing becoming a core variable in various industries, evidenced by a nearly 50% increase in the 3D printing concept index as of December 15 [1] - The 3D printing industry is experiencing a significant transformation, moving from niche applications to becoming a mainstay in manufacturing, driven by policy support and surging market demand [1][2] Industry Growth and Market Dynamics - The production of 3D printing equipment surged by 100.5% year-on-year in November, outpacing other high-end manufacturing categories like industrial robots and electric vehicles [1] - The consumer-grade 3D printing market is expanding rapidly, with a projected market size of $4.1 billion in 2024, expected to grow to $16.9 billion by 2029, reflecting a compound annual growth rate of 33.0% [4] - The price of consumer-grade 3D printers has significantly decreased, with stable mid-range models now priced around 3,000 yuan, comparable to smartphones, down from over 10,000 yuan three years ago [4] Technological Advancements - Innovations in AI modeling and materials are lowering the barriers for consumer-grade 3D printing, making it more accessible and cost-effective [3][4] - Industrial-grade 3D printing is increasingly being adopted across various manufacturing sectors, including automotive, where it facilitates rapid prototyping and reduces development costs [5][7] Capital Influx and Investment Trends - The 3D printing sector has seen a surge in investment, with major tech companies like Tencent and Meituan entering the market, indicating strong future growth potential [8][10] - The A-share market for 3D printing stocks has shown robust performance, with over 80% of companies in the sector experiencing stock price increases this year [9] Consumer Demand and Customization - The rise of personalized consumption is driving demand for 3D printing, particularly in niche markets like cosplay and custom figurines, where consumers seek unique, tailored products [2][3] - The combination of industrial and consumer demands is reshaping the market, with 3D printing technology becoming a critical tool for meeting new manufacturing requirements [7][9]