Investment Rating - The industry rating is "Outperform the Market" [6] Core Insights - The successful development of flexible manufacturing equipment using carbon fiber and 3D printing technology opens new industry scenarios, enhancing the application of new materials in various fields [2] - The acceleration of domestic core components' localization in the supply chain is exemplified by Ruike Laser entering the 3D printing equipment supply chain [2] - The introduction of 3D printing technology in consumer electronics, particularly in the production of the Honor Magic Vs3 smartphone, demonstrates significant advancements in mass production capabilities and product performance [3][4] Summary by Sections Industry Dynamics - The downstream market for 3D printing is primarily focused on aerospace, with breakthroughs in the civilian market expected [4] - Key areas for future growth include consumer electronics, automotive, footwear molds, and medical applications, with 3D printing technology addressing traditional production challenges [4] Investment Recommendations - Recommended companies to watch include: - Pltlite, a leading domestic metal 3D printing enterprise with a full industry chain layout - Huazhu High-Tech, a leading 3D printing company driven by technological innovation - Jintaiyang, a key player in 3D printing post-processing - Dazhu Laser, a core component supplier for 3D printing [4]
机械设备:精工科技机器人复材3D打印柔性制造装备的研制成功,国产激光器开始导入3D打印设备
Huafu Securities·2024-12-02 12:11