3D打印行业简评：消费级3D打印风起，聚焦拓竹链投资机会

Investment Rating - The report maintains a "Recommended" rating for the 3D printing industry, indicating a positive outlook for the sector's fundamentals and expectations for the industry index to outperform the benchmark index [8]. Core Insights - The global consumer-grade 3D printing industry is entering a phase of accelerated adoption, with rapid market growth anticipated. The report suggests focusing on investment opportunities within the industry chain, particularly companies related to the leading player, Tuozhu [1]. - The demand for consumer-grade 3D printing is expected to grow rapidly, driven by advancements in artificial intelligence and printing performance. The market size is projected to reach USD 4.1 billion in 2024 and grow to USD 16.9 billion by 2029, with a CAGR of 26.6% [6]. - The supply side shows that the global 3D printer market share is increasingly concentrated among leading Chinese companies, with Tuozhu expected to capture approximately 29% of the market share in 2024 [6]. Industry Overview - The 3D printing industry encompasses various segments, including upstream raw materials, hardware, and auxiliary software, as well as downstream applications in aerospace, automotive, healthcare, rail transportation, cultural creativity, and construction [6]. - The report highlights key players in the industry, including: - Sikan Technology: A leading domestic 3D scanner company that has signed a framework agreement with Tuozhu to jointly design and develop consumer-grade 3D scanners [6]. - Jinchengzi: A leader in laser processing control systems, focusing on self-developed industrial software and control systems, and a major provider of automation control components for 3D printing equipment [6]. - Jieput: Provides continuous fiber lasers and related optical modules to midstream manufacturers, enhancing the speed and precision of 3D printing [6].