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机器人+商业航天双buff,又一个科技赛道悄悄起风了!
Ge Long Hui· 2025-12-17 09:51
Core Insights - The 3D printing technology has transitioned from experimental stages to becoming a core productivity driver in high-end manufacturing, evidenced by successful applications in aerospace and robotics [2] - The global 3D printing market is projected to reach $21.9 billion in 2024 and is expected to grow to $114.5 billion by 2034, indicating a significant expansion phase [2] Market Growth and Domestic Manufacturers - The global 3D printing industry has moved beyond small-scale growth and is now in a phase of large-scale expansion, with Chinese manufacturers capturing over 90% of the entry-level equipment market due to high cost-performance ratios [4] - In 2024, China exported 3.7777 million 3D printing devices worth 8.9 billion yuan, with projections indicating that exports could exceed 5 million units and 10 billion yuan in 2025 [4] Domestic Production and Technological Advancements - The domestic production rate for metal 3D printing equipment has increased from less than 30% five years ago to 60%, while the local supply chain coverage for non-metal materials exceeds 85% [5] - Companies like Plater and Huazhu High-Tech are producing competitive metal 3D printers at prices 30% lower than their Western counterparts, successfully entering supply chains in aerospace and new energy vehicles [6] Technological Improvements and Application Expansion - Significant technological advancements have been made in industrial-grade 3D printing, with SLM metal printing achieving precision of 0.01 mm, suitable for aerospace engine components [7] - The efficiency of 3D printing has improved fivefold over the past three years, with entry-level device prices dropping by 60%, making the technology accessible to consumers and small businesses [7] Application Scenarios and Market Drivers - The demand for 3D printing in humanoid robotics and commercial aerospace is rapidly increasing, with 3D printing reducing the number of parts in rocket engines by 80% and cutting costs by 90% [8] - During the 618 shopping festival, sales of 3D printed toys and customized home goods surged over threefold, indicating a strong awakening of consumer demand [10] Investment Opportunities - The year 2025 is anticipated to be pivotal for 3D printing, with three main investment lines identified: core equipment, core materials, and emerging applications [10] - In the core equipment sector, companies like Plater and Huazhu High-Tech are positioned to benefit from industrial and consumer demand growth [11] - The core materials sector is expected to see further domestic production increases, with companies like Zhonghang Mite and Yuyuan Powder Materials offering competitive products [12] - Emerging applications in humanoid robotics and commercial aerospace are likely to experience significant growth, with companies like LZ Group and Yinbang Co. poised to capitalize on these trends [13]
机器人+商业航天双buff,又一个科技赛道悄悄起风了!
格隆汇APP· 2025-12-17 09:48
Core Insights - The article emphasizes the rapid growth and transformation of the 3D printing industry, highlighting its transition from experimental technology to a core productivity driver in high-end manufacturing [5][6][23]. - The global 3D printing market is projected to reach $21.9 billion in 2024, with expectations to grow to $114.5 billion by 2034 [6]. Market Expansion and Domestic Manufacturers - Chinese manufacturers dominate the entry-level 3D printing equipment market, capturing over 90% of the share due to high cost-performance and rapid technological iteration [10]. - In 2024, China exported 3.7777 million 3D printing devices worth 8.9 billion yuan, with projections for 2025 to exceed 5 million units and 10 billion yuan in export value [10][11]. - The domestic production rate for metal 3D printing equipment has increased from under 30% five years ago to 60%, while non-metal material supply chain coverage exceeds 85% [11]. Technological Advancements and Application Scenarios - Key technological breakthroughs in industrial-grade 3D printing have achieved precision levels of 0.01 mm, meeting aerospace manufacturing requirements [13]. - The cost of titanium alloy powder, a core material for metal printing, has halved from 600 yuan/kg in 2023 to below 300 yuan/kg [14]. - 3D printing is significantly reducing costs and production times in commercial aerospace, with SpaceX's Raptor engine comprising 85% 3D printed components, leading to a 90% cost reduction and a production cycle cut from 6 months to 1 month [14]. Investment Opportunities - The article identifies three main investment lines for 3D printing: 1. **Core Equipment Line**: Benefiting from industrial and consumer demand growth, with companies like Platinum and Huashu High-Tech leading the market [19]. 2. **Core Materials Line**: Focusing on domestic production advantages, with companies like Zhonghang Mite and Youyan Powder Materials providing competitive pricing [20]. 3. **Emerging Applications Line**: Companies in humanoid robotics and commercial aerospace are positioned to benefit directly from increased demand [22]. Conclusion - The 3D printing industry is at a pivotal moment, transitioning from concept to reality, with significant opportunities for investment as domestic companies lead in both consumer and industrial markets [23].
3D打印:解锁高端制造的“万能钥匙”
GOLDEN SUN SECURITIES· 2025-12-17 03:44
Investment Rating - The report maintains an "Accumulate" rating for the industry [4] Core Insights - 3D printing is recognized as a revolutionary technology in high-end manufacturing, with a global market projected to reach $21.9 billion in 2024, where printers and services account for 74% and materials for 20% [1][18] - The consumer-grade 3D printing market is rapidly growing, with an expected market size of $4.1 billion in 2024, increasing to $16.9 billion by 2029 [2] - The industrial-grade 3D printing sector is primarily driven by the aerospace industry, with significant revenue contributions from companies like Platinum and Huazhu [2][3] Summary by Sections 1. 3D Printing: Unlocking High-End Manufacturing - 3D printing, also known as additive manufacturing (AM), is a disruptive technology that contrasts with traditional subtractive manufacturing methods [9] - The global 3D printing market is expected to reach $21.9 billion in 2024, with a forecasted growth to over $114.5 billion by 2034 [18] - The market is dominated by printer sales and services, which make up approximately 74% of the total market [18] 2. Consumer-Grade 3D Printers: China's "Four Little Dragons" Soar - The consumer-grade 3D printing market is entering a phase of accelerated penetration, with significant contributions from Chinese manufacturers [2] - In 2024, the global shipment of consumer-grade 3D printers is estimated to be around 4.1 million units, with Chinese companies holding a 94% market share [2] - The report highlights the technological advancements that have improved efficiency and reduced costs in consumer-grade printers [2] 3. Commercial Aerospace: The Mainline of Industrial 3D Printing - The aerospace sector is identified as the core downstream market for industrial-grade 3D printers, with significant revenue shares from companies like Platinum and Huazhu [2] - The commercial aerospace market in China is projected to reach ¥2.3 trillion in 2024, with expectations of further growth [2] - 3D printing is increasingly used in the manufacturing of rocket engines, significantly reducing costs and production times [2] 4. Technology & New Consumption: 3D Printing Technology Has Great Potential - 3D printing is gradually replacing traditional CNC machining in the 3C field, offering higher precision and lower material waste [3] - The technology is also being applied in the production of liquid cooling plates, enhancing thermal performance in various applications [3] - The report identifies key players in the consumer-grade and industrial-grade 3D printing markets, highlighting their roles and market positions [3]
国盛证券:3D打印行业景气持续加速 在高端制造中应用扩大
智通财经网· 2025-12-17 02:08
消费级3D打印机:中国"四小龙"腾飞,行业加速崛起 相比于工业级3D打印,消费级3D打印强调易用性、低成本、个性化,为个人消费者及创客社区而设 计。过去消费打印机普遍存在"速度慢、易故障、难上手"的问题,目前技术升级带来打印效率、精度提 升;同时主流品牌入门级型号降价至1000元内,大大降低了购买门槛,而例如Gemini Nano Banana等多模 态AI大模型的出现可通过2D图片生成3D模型,进而降低消费者使用门槛。2024年全球消费级3D打印机 市场规模41亿美元,预计2029年提升至169亿美元。2024年全球消费类3D打印机出货量约410万台,中 国厂商占据全球94%市场,"四小龙"中拓竹科技、创想三维、纵维立方、智能派分别出货120、72、 55、55万台,行业景气持续加速。 商业航天:工业级3D打印的主线β 航空航天是工业级3D打印机最核心下游,2024年铂力特、华曙高科营收中航空航天占比分别为61%、 50%。目前全球商业航天步入奇点时刻,2024年SpaceX实现138次火箭发射,迎来指数级增长。国内方 面,2025年火箭发射持续迎来突破,朱雀三号运载火箭成功首飞标志着我国可回收商业航天进入 ...
华曙高科(688433.SH):3D打印设备广泛应用于航空航天领域
Ge Long Hui· 2025-12-16 09:53
格隆汇12月16日丨华曙高科(688433.SH)在互动平台表示,公司3D打印设备广泛应用于航空航天领域 (含商业航天),助力终端客户攻克轻量化、复杂异形结构件制造等技术难点,为客户提供全方位的 3D打印解决方案。 ...
3D打印赋能美好生活丨消费新场景看活力·新技术
Sou Hu Cai Jing· 2025-12-16 02:33
Core Insights - The article highlights the innovative applications of 3D printing technology in various sectors, particularly focusing on the achievements of Xinxiang University in developing consumer products and enhancing traditional manufacturing processes [4][5][6]. Group 1: 3D Printing Innovations - Xinxiang University has successfully developed consumer products such as lightweight, foldable shoes through its 3D printing program, showcasing the potential for personalized design and rapid production [5]. - The university's 3D printing academy has established several provincial platforms and collaborations with local government and leading companies, facilitating the integration of cutting-edge technology into educational and research initiatives [5][6]. - Products like the "Jellyfish" series rehabilitation toys and ergonomic lumbar supports have gained popularity due to their customization advantages, demonstrating the market demand for innovative 3D printed items [5]. Group 2: Industrial Applications - In the aerospace sector, Xinxiang University has utilized 3D printing to address safety concerns in aircraft heat exchangers, eliminating risks associated with traditional welding methods [6]. - The university's collaboration with local industrial firms has led to significant cost savings and efficiency improvements in the development of specialized components, bypassing traditional mold-making processes [6][7]. - The partnership with leading material companies has transformed the pricing model for high-performance materials, enhancing their application in 3D printing and contributing to the overall upgrade of the materials industry [7]. Group 3: Entrepreneurial Initiatives - Students from Xinxiang University have launched a tech company focused on developing personalized rehabilitation aids using 3D printing, indicating a shift towards entrepreneurship driven by innovation and market needs [7]. - The university provides essential support through free office space and access to advanced printing equipment, fostering a conducive environment for student-led startups [7].
消费新场景看活力·新技术丨3D打印赋能美好生活
He Nan Ri Bao· 2025-12-15 23:39
Core Insights - The article highlights the vibrant consumer market in Henan, showcasing innovations in technology and products that are driving economic resilience [1] Group 1: 3D Printing Innovations - New products such as lightweight, foldable sandals and sneakers from the 3D printing program at Xinxiang University are gaining popularity, demonstrating the potential of 3D printing in consumer goods [1][4] - Xinxiang University has established several provincial platforms for 3D printing technology, collaborating with local government and leading companies to integrate cutting-edge technology into education and research [4][6] - The university's 3D printing technology has been applied in various sectors, including the development of customized rehabilitation toys and ergonomic products, which have received positive market feedback [4][5] Group 2: Industrial Applications - In the aerospace sector, 3D printing has been utilized to create components that eliminate safety risks associated with traditional manufacturing methods, showcasing its critical role in enhancing product safety [5] - The collaboration between Xinxiang University and local companies has led to significant cost savings and efficiency improvements in product development, particularly in the aerospace industry [5][6] - The university's 3D printing technology is facilitating the digital transformation of traditional manufacturing, leading to the emergence of new business models and opportunities [6] Group 3: Entrepreneurial Initiatives - Students from Xinxiang University have launched a tech company focused on personalized rehabilitation aids, supported by the university's resources and facilities, indicating a growing entrepreneurial spirit in the region [6]
赋能百业、资本追捧 3D打印赛道将迎黄金发展期
Zheng Quan Ri Bao· 2025-12-15 22:56
告别"小众"标签 当"中国制造"向"中国智造"全速迈进,一场生产方式的深刻变革正伴随着资本热捧之势加速破局。股票 市场上相关概念公司股价的大幅上涨已说明了一切。截至12月15日,同花顺3D打印概念指数年内涨幅 近50%。 事实上,从火箭发动机涡轮叶片的精密锻造,到定制化医疗假体的精准适配;从工厂车间的模具快速成 型,到创客空间的创意立体呈现——曾被视作"未来技术"的3D打印,如今早已跨越实验室门槛,在航 空航天、医疗健康、工业生产等多领域落地生根,成为搅动制造业格局的核心变量。 政策赋能加码,市场需求狂飙。我国已构建起覆盖国家与地方的3D打印产业"政策矩阵",从技术规 范、市场培育、产业集聚三维度破除发展壁垒。12月15日,国家统计局发布的最新数据更印证产业热 度,11月份3D打印设备产量同比激增100.5%,远超工业机器人、新能源汽车等同类高端制造品类。 一个清晰的趋势已然显现:3D打印正从"小众探索"迈向"产业主力",以技术突破为支点,撬动中国制造 业实现质的飞跃。 个性化消费"零门槛" 3D打印的产业化版图中,消费级赛道正以惊人增速打破"玩具级"偏见。京东数据显示,在今年"双11"购 物节,消费级3D打 ...
赋能百业 资本追捧 3D打印赛道将迎黄金发展期
Zheng Quan Ri Bao· 2025-12-15 16:09
当"中国制造"向"中国智造"全速迈进,一场生产方式的深刻变革正伴随着资本热捧之势加速破局。股票 市场上相关概念公司股价的大幅上涨已说明了一切。截至12月15日,同花顺(300033)3D打印概念指 数年内涨幅近50%。 事实上,从火箭发动机涡轮叶片的精密锻造,到定制化医疗假体的精准适配;从工厂车间的模具快速成 型,到创客空间的创意立体呈现——曾被视作"未来技术"的3D打印,如今早已跨越实验室门槛,在航 空航天、医疗健康、工业生产等多领域落地生根,成为搅动制造业格局的核心变量。 政策赋能加码,市场需求狂飙。我国已构建起覆盖国家与地方的3D打印产业"政策矩阵",从技术规 范、市场培育、产业集聚三维度破除发展壁垒。12月15日,国家统计局发布的最新数据更印证产业热 度,11月份3D打印设备产量同比激增100.5%,远超工业机器人、新能源汽车等同类高端制造品类。 一个清晰的趋势已然显现:3D打印正从"小众探索"迈向"产业主力",以技术突破为支点,撬动中国制造 业实现质的飞跃。 告别"小众"标签 个性化消费"零门槛" 3D打印的产业化版图中,消费级赛道正以惊人增速打破"玩具级"偏见。京东数据显示,在今年"双11"购 物 ...
中国3D打印铝合金粉市场发展前景与企业排名研究分析报告
Sou Hu Cai Jing· 2025-12-15 05:40
中国3D打印铝合金粉市场发展前景与企业排名研究分析报告2025-2031年 1 美国关税政策演进与3D打印铝合金粉产业冲击 1.1 3D打印铝合金粉产品定义 1.2 政策核心解析 1.3 研究背景与意义 1.3.1 美国关税政策的调整对全球及中国供应链的影响 1.3.2 中国3D打印铝合金粉企业国际化的紧迫性:国内市场竞争饱和与全球及中国化机遇并存 1.4 研究目标与方法 【出版机构 :智信中科研究网】 【免费服务一年,定制报告,市场需求分析或课题调研,欢迎来电咨询客服】 10.1.6 其他 10.2 按应用细分,全球及中国3D打印铝合金粉销售额对比(2020 VS 2024 VS 2031) 10.3 全球及中国不同应用3D打印铝合金粉销量(2020-2031) 10.3.1 全球及中国不同应用3D打印铝合金粉销量及市场份额(2020-2025) 10.3.2 全球及中国不同应用3D打印铝合金粉销量预测(2026-2031) 10.4 全球及中国不同应用3D打印铝合金粉收入(2020-2031) 10.4.1 全球及中国不同应用3D打印铝合金粉收入及市场份额(2020-2025) 10.4.2 全球及中国不 ...