国泰海通:3D打印产业浪潮已至 工业消费双向驱动
Zhi Tong Cai Jing·2026-01-28 06:52

Core Insights - The 3D printing market is experiencing rapid growth, driven by both industrial and consumer sectors, with a projected global market size of $21.9 billion in 2024 and an expected CAGR of 18% until 2034 [2] - In China, the 3D printing industry market size is expected to reach 41.9 billion yuan in 2024, with a CAGR of 19.42% from 2020 to 2024 [1][2] Group 1: Market Overview - The characteristics of 3D printing, such as "moldless, waste reduction, and inventory reduction," make it widely applicable in various downstream fields including aerospace, medical, automotive, and consumer electronics [2] - The global 3D printing materials market is projected to reach $4.4 billion in 2024, with plastic materials accounting for $1.2 billion [3] Group 2: Consumer Market Dynamics - PLA is the preferred material for consumer-grade 3D printing due to its low melting point, plasticity, and environmental friendliness, accounting for over 65% of global FDM material consumption in 2023 [3] - The global consumer-grade 3D printing consumables market is expected to grow from $1 billion in 2024 to $4.4 billion by 2029, driven by increasing demand for PLA [3] Group 3: Competitive Landscape - In the industrial-grade market, overseas companies dominate, holding a 74% market share in 2024, while domestic companies are rapidly innovating and catching up [4] - The consumer-grade segment is seeing significant growth, with entry-level devices experiencing a 26% year-on-year increase in shipment volume in 2024, while other segments face pressure [4] - The top five companies in the consumer-grade market hold a combined market share of 78.6%, predominantly consisting of domestic firms, with TuoZhu Technology leading at 29% market share [4]

Guotai Haitong Securities-国泰海通:3D打印产业浪潮已至 工业消费双向驱动 - Reportify