掘金3D打印：商业航天“降本利器”，关注钛合金等核心材料环节

Group 1 - The 3D printing industry is rapidly rising, with commercial aerospace expected to become the main demand driver. The technology offers advantages such as quick production, low costs, and high precision, fundamentally changing traditional manufacturing processes [3][11][21] - The 3D printing market in China is projected to reach 45.7 billion yuan by 2025, more than doubling from 20.8 billion yuan in 2020 [23][26] - Aerospace is a core application area for 3D printing, particularly in the manufacturing of rocket engines, where it can significantly reduce costs. SpaceX has already implemented this technology extensively [3][21] Group 2 - The chemical new materials sector on the North Exchange experienced a slight decline of 0.26% this week, with various sub-sectors showing mixed performance [4][39] - Key stocks in the chemical new materials sector that performed well this week include Kolon New Materials (+9.28%), Litong Technology (+7.11%), and Tiangong Co. (+6.42%) [44][46] Group 3 - Andar Technology will conduct maintenance on part of its lithium iron phosphate production lines starting January 1, 2026, which is expected to reduce production by 3,000 to 5,000 tons but will not significantly impact operations [5][79] - Kolon New Materials has made progress in liquid cooling systems, with core components certified by key customers, indicating a strong focus on material technology and collaboration within the low-altitude economy [5][80] Group 4 - Tiangong Co. is a leading player in the titanium and titanium alloy industry, focusing on R&D and production innovation. The company plans to build a new titanium alloy powder production line with an annual capacity of 1,000 tons to serve various sectors including aerospace and medical devices [3][34] - The global market for 3D printing materials is expected to reach 2.99 billion USD by 2025 and 8.1 billion USD by 2030, driven by demand from aerospace, medical devices, and automotive manufacturing [25][31]