巴斯夫3D打印材料业务分拆后破产，龙头出手收购

Core Insights - Stratasys has acquired Forward AM Technologies GmbH, marking a significant step in its expansion within the materials sector and reflecting profound changes in the 3D printing industry [1][2] - Forward AM, previously a core segment of BASF's additive manufacturing business, faced bankruptcy due to slow separation processes and rising energy costs in Germany, highlighting the challenges in the 3D printing materials market [1][2] - The acquisition aligns with Stratasys's strategic needs and industry trends, enhancing its solution capabilities and European market competitiveness through Forward AM's established distribution networks [2] Group 1: Industry Trends - The 3D printing industry is experiencing a wave of consolidation, with companies integrating upstream and downstream resources to strengthen their competitive positions [2] - There is a noticeable shift from diversification to specialization in the market, as chemical giants exit and specialized material providers rise, indicating a growing demand for differentiated products [2] - The trajectory of Forward AM exemplifies the industry's transition from rapid expansion to rational consolidation [2] Group 2: Company Developments - Huashu High-Tech has launched its additive manufacturing R&D headquarters and introduced a domestically developed control card, along with advanced cold metal fusion technology [4] - Guanghua Weiye reported a revenue of 544 million yuan, a year-on-year increase of 29.85%, while net profit decreased by 39.01% [5] - Stratasys has become the exclusive 3D printing partner for NASCAR and has introduced the SAF ReLife software solution, further solidifying its position in the materials sector [6] Group 3: Technological Innovations - EOS has launched the EOS P3 NEXT, enhancing polymer rapid prototyping capabilities and marking the installation of its 5,000th industrial 3D printer, showcasing ongoing innovation in additive manufacturing [7]