海外需求+潮玩经济加持，消费级3D打印应用有望加速

Investment Rating - The report maintains an "Overweight" rating for the consumer electronics sector [5]. Core Viewpoints - The consumer-grade 3D printing market is expected to accelerate due to overseas demand and the rise of the trendy toy economy, transitioning from niche to mainstream [1]. - Technological advancements and cost reductions in the supply chain are anticipated to unlock greater potential for 3D printing technology in the long term [3]. - Investment opportunities are highlighted in the 3D printing components and scanning segments, with a focus on companies involved in these areas [4]. Summary by Sections Section 1: Market Dynamics - The consumer-grade 3D printing market is benefiting from technological breakthroughs, reduced costs, and expanded DIY applications, making it more accessible to consumers [1]. - The demand for personalized manufacturing overseas, combined with the trendy toy economy, is expected to drive growth in the consumer-grade 3D printing sector [2]. Section 2: Export and Domestic Demand - Domestic 3D printer manufacturers are experiencing significant sales overseas, with exports reaching 377.8 thousand units in Q1 2024, a year-on-year increase of 7.2% [2]. - The rise of IP creation in the trendy toy economy is creating a responsive ecosystem within the domestic 3D printing community, enhancing market demand [2]. Section 3: Future Potential - Long-term prospects for 3D printing technology include its application in personalized manufacturing for consumers, acceleration of product development for businesses, and its role as a core high-end production process in industrial settings [3]. - Cost reductions through domestic sourcing of key materials and components are expected to further lower production costs for 3D printers, enhancing market competitiveness [3]. Section 4: Investment Opportunities - The report emphasizes investment opportunities in the 3D printing components sector and the 3D scanning segment, identifying key players in these areas [4].