Group 1 - The global 3D printing industry is expected to exceed 150 billion RMB in 2024, with a potential market size of 100 billion USD in the next decade, driven by the maturity of 3D printing technology and its advantages over traditional manufacturing methods [1] - The consumer-grade 3D printing market is dominated by domestic manufacturers, with a projected market value of 4.1 billion USD in 2024, growing to 16.9 billion USD by 2029, reflecting a compound annual growth rate (CAGR) of 33% [1] - Major domestic players hold over 70% of the global market share in consumer-grade 3D printers, with TuoZhu Technology and Chuangxiang Sanwei being market leaders [1] Group 2 - The industrial 3D printing sector requires breakthroughs in core components such as high-end lasers, galvanometers, and inkjet nozzles, which are currently dominated by foreign manufacturers [2] - Industrial 3D printing is transitioning from "test-type" applications to "scale" applications, demonstrating significant value in sectors like shoe molds and commercial aerospace [2] Group 3 - Domestic manufacturers are making continuous breakthroughs in various aspects of 3D printing, with Aisike achieving domestic production of piezoelectric inkjet printheads and 100% localization in 3D metal printing equipment [3] - JinChengZi is a leader in laser processing control systems and is also expanding into consumer-grade products, while SiKan Technology leads in industrial 3D scanning and is entering the consumer market [3] - Chuangxiang Sanwei is a global leader in consumer-grade 3D printing and is actively developing an AI ecosystem, while other companies like Huasu High-Tech and Bolite are expanding into new markets such as consumer electronics and commercial aerospace [3]
国信证券:看好全球3D打印市场保持快速成长 维持“优于大市”评级