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久日新材:近年来光引发剂在3D打印领域中销量稳中有升,尤其在3D打印油墨方面
Mei Ri Jing Ji Xin Wen· 2025-08-19 07:55
Group 1 - The company has multiple photoinitiators, such as TPO and 184, that can be used in 3D printing materials [2] - Sales of photoinitiators in the 3D printing sector have been steadily increasing in recent years, particularly in 3D printing inks [2]
久日新材(688199.SH):有多种光引发剂可用于3D打印材料中
Ge Long Hui· 2025-08-19 07:36
Group 1 - The company, Jiu Ri New Materials (688199.SH), has multiple photoinitiators available for use in 3D printing materials, such as TPO and 184 [1] - Sales of photoinitiators in the 3D printing sector have been steadily increasing in recent years, particularly in the area of 3D printing inks [1]
大族激光股价下跌1.83% 公司布局3D打印智能制造工厂
Jin Rong Jie· 2025-08-18 14:57
Group 1 - The stock price of Dazhu Laser is reported at 33.82 yuan, down 1.83% from the previous trading day, with a trading volume of 2.946 billion yuan [1] - Dazhu Laser operates in the general equipment manufacturing industry, focusing on the research, production, and sales of laser processing equipment, which is widely used in consumer electronics, display panels, power batteries, and PCBs [1] - The company has recently made advancements in the 3D printing sector, with its subsidiary Dazhu Juwei establishing a smart manufacturing factory for 3D additive manufacturing, and its self-developed SLM metal 3D printing equipment can improve printing efficiency by over 50% [1] - In the first half of this year, the production of 3D printing equipment in Shenzhen, a hub for laser and additive manufacturing in China, increased by 35.8% [1]
摩根士丹利基金:“十五五”预计智能化无人化装备会成为军工板块投资重点
智通财经网· 2025-08-18 12:08
Group 1 - The core investment logic of the military industry includes budget stability, equipment upgrades, asset securitization, reform and innovation, and long-term investment, with excess returns often stemming from geopolitical events causing market fluctuations [1] - The growth of the military industry is closely linked to national military budgets, with the replacement of outdated equipment and the development of new equipment being key drivers of growth [1] - The acceleration of military asset securitization and the injection of state-owned enterprise assets into listed companies have effectively enhanced the profitability of listed companies, leading to a potential dual increase in profitability and valuation for the sector [1] Group 2 - The military sector is expected to maintain a relatively optimistic outlook, with a comparative advantage in the A-share market, as it is in the early stages of innovation acceleration during the "14th Five-Year Plan" [2] - The military sector's fundamentals are at the first year of a turning point, with a high certainty of continued improvement over the next two years, and core targets are expected to see valuation digestion from 2025 to 2027 [2] - The low base from the mid-cycle adjustment in the "Five-Year Cycle" and the demand for early stocking for the next "Five-Year Plan" contribute to high profit recovery expectations for the sector [2]
年入22亿元,深圳冲出3D打印第一股
创业邦· 2025-08-18 10:10
Core Viewpoint - The article highlights the growth and success story of Creality, the world's largest consumer-grade 3D printing company, which has recently submitted its IPO application to the Hong Kong Stock Exchange. The company has achieved significant market share and revenue growth, primarily driven by its innovative products and overseas expansion strategy [2][3][15]. Company Overview - Creality was founded in 2014 by four young entrepreneurs who recognized the potential of the 3D printing market in China, which was heavily reliant on imported equipment at high prices [5][6]. - The company started with a modest investment of 300,000 yuan and initially focused on OEM production to gain experience [6]. Financial Performance - Creality has achieved annual revenue exceeding 2.2 billion yuan, with a compound annual growth rate (CAGR) of 30% projected from 2022 to 2024 [3][18]. - The company holds a 28% market share in the global consumer-grade 3D printing products and services market, making it the leader in this sector [3][18]. Product Development and Market Strategy - The flagship product, the Ender-3, has sold over 3 million units and remains a top seller in the 3D printing market [8][9]. - Creality has transitioned from an OEM to a self-branded company, launching its own brand, CREALITY, in 2019 [9][14]. - The company has diversified its product offerings to include 3D printing consumables, scanners, and laser engraving machines, with significant growth in these areas [19][21]. Market Expansion - Approximately 70% of Creality's revenue comes from overseas markets, with North America accounting for 30% and Europe for 23% [17][18]. - The company has established a wide distribution network with over 2,000 dealers globally and has effectively utilized social media for marketing [10][12]. Research and Development - Creality has consistently increased its R&D investment, reaching 150 million yuan in 2024, which is 6.5% of its revenue [24]. - The company employs a skilled workforce, with 10.6% holding master's degrees or higher, focusing on innovation in product development [24]. Future Outlook - The global market for consumer-grade 3D printers is projected to reach $16.9 billion by 2029, with a CAGR of 33%, driven by advancements in AI technology [26]. - Creality plans to use the funds raised from its IPO for product and technology development, strategic partnerships, and enhancing its cloud services [15][26].
海正生材: 浙江海正生物材料股份有限公司2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-18 09:15
浙江海正生物材料股份有限公司2025 年半年度报告 公司代码:688203 公司简称:海正生材 浙江海正生物材料股份有限公司 浙江海正生物材料股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性,不 存在虚假记载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施,敬请查阅本 报告"第三节 管理层讨论与分析"之"四、风险因素"中相关内容。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人郑柏超、主管会计工作负责人解椒及会计机构负责人(会计主管人员)曾茂鑫 声明:保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告包含若干公司对未来发展战略、业务规划、经营计划等前瞻性陈述。这些陈述乃基于 当前能够掌握的信息与数据对未来所做出的估计或预测,不构 ...
奥比中光(688322):3D龙头高歌猛进,多传感器融合筑牢护城河壁垒
Soochow Securities· 2025-08-18 08:32
Investment Rating - The report maintains a "Buy" rating for the company [1]. Core Views - The 3D vision industry is expected to experience explosive growth starting in 2024, driven by increasing applications in various sectors such as robotics, 3D printing, and automation [7][37]. - The company is positioned as a leader in the global 3D vision market, benefiting from a surge in demand for high-precision perception and autonomous operation technologies [7][84]. - The report forecasts significant revenue growth for the company, with projected revenues of 10.62 billion, 15.1 billion, and 22.34 billion yuan for 2025, 2026, and 2027 respectively, reflecting year-on-year growth rates of 88%, 42%, and 48% [1][90]. Summary by Sections 1. 3D Vision Technology - 3D vision technology surpasses traditional 2D vision by directly acquiring three-dimensional data, which is essential for spatial operations and understanding [7][26]. - The technology is crucial for applications in humanoid robots, automated mobile robots (AMR), and other advanced automation scenarios [7][20]. 2. Market Dynamics - The 3D vision market was valued at 18.4 billion yuan in 2022, representing only 10.8% of the overall machine vision market, indicating significant growth potential as applications expand [7][31]. - The report highlights that the hardware components for 3D vision systems are mature and cost-effective, while the software algorithms create high technical barriers for new entrants [7][63]. 3. Revenue Projections - The company is expected to achieve rapid revenue growth due to increasing orders in the robotics sector, with projected revenues of 1.062 billion, 1.510 billion, and 2.234 billion yuan for 2025, 2026, and 2027 respectively [1][90]. - The report estimates that the company will maintain a price-to-sales (P/S) ratio of 30, 21, and 14 times for the years 2025, 2026, and 2027, respectively, reflecting a premium valuation due to its market leadership [7][89].
腾讯押注!深圳又一行业龙头IPO,年入23亿
Jin Rong Jie· 2025-08-18 08:04
Group 1 - The core point of the article is that Creality, a leading global provider of consumer-grade 3D printing products and services, has submitted its IPO application to the Hong Kong Stock Exchange, marking a significant step in its growth journey [1][3] - Creality is recognized as the largest provider in the consumer-grade 3D printing market, holding a market share of 27.9% from 2020 to 2024 based on cumulative shipment volume [1][2] - The company has experienced substantial revenue growth, with projected revenues of 13.46 billion, 18.83 billion, and 22.88 billion yuan for the years 2022, 2023, and 2024 respectively, reflecting a compound annual growth rate of 30.4% [6][8] Group 2 - Creality's successful journey began in 2014 when four founders identified a gap in the consumer-grade 3D printing market, leading to the establishment of the company with an initial investment of 300,000 yuan [4][5] - The company has expanded its product offerings to include 3D printers, 3D printing materials, 3D scanners, and laser engraving machines, and has recently launched an overseas e-commerce platform focused on 3D creative products [6][8] - As of the first quarter of 2025, Creality's revenue reached 7.08 billion yuan, with a year-on-year growth of 28.67%, and a profit of 81.56 million yuan, reflecting an 18.1% increase [7][8] Group 3 - The company has seen a steady increase in its gross profit and gross profit margin, with gross profits of 3.878 billion, 5.995 billion, and 7.078 billion yuan for the years 2022, 2023, and 2024, and a gross profit margin of 28.8%, 31.8%, and 30.9% respectively [8] - The online sales channel has significantly contributed to revenue growth, with its share increasing from 13.5% in 2022 to 40.9% in 2024, and reaching 47.9% in the first quarter of 2025 [8] - The competitive landscape in the 3D printing industry is intensifying, with several new entrants and established players vying for market share, highlighting the need for continuous innovation and adaptation [10][16] Group 4 - The IPO is expected to provide Creality with the necessary capital to invest in research and development, global brand promotion, and sales channel development, which are crucial for sustaining its growth trajectory [17][18] - The company aims to leverage its early market entry, brand recognition, and technological foundation to capitalize on emerging market opportunities [17] - The global 3D creative industry is experiencing rapid growth, driven by advancements in artificial intelligence, hardware performance, and digital manufacturing technologies [16]
腾讯押注,深圳又一行业龙头IPO,年入23亿
3 6 Ke· 2025-08-18 07:44
Core Viewpoint - The company Creality, a leading provider of consumer-grade 3D printing products and services, has submitted its IPO application to the Hong Kong Stock Exchange, marking a significant step in its growth trajectory and global expansion [2][5]. Company Overview - Creality is recognized as the largest provider of consumer-grade 3D printing products and services globally, with a market share of 27.9% from 2020 to 2024 [2]. - The company was founded in 2014 by four co-founders who identified a gap in the consumer-grade 3D printer market and started with an initial investment of 300,000 RMB [6][12]. - Creality has evolved from its early days of limited resources to becoming a major player in the 3D printing industry, launching several successful products, including the CR-10, which significantly disrupted pricing in the overseas market [9][11]. Financial Performance - The company's revenue projections for 2022, 2023, and 2024 are 1.346 billion RMB, 1.882 billion RMB, and 2.288 billion RMB, respectively, reflecting a compound annual growth rate of 30.4% [14]. - The profit figures for the same years are projected to be 104 million RMB, 129 million RMB, and 88.66 million RMB [14]. - The gross profit and gross margin have shown a steady increase, with gross profits of 387.8 million RMB in 2022 and a gross margin of 28.8% [14]. Market Position and Strategy - Creality's market position is strong, with the company holding the second-largest market share in consumer-grade 3D printers, the largest in consumer-grade 3D scanners, and the third-largest in consumer-grade laser engraving machines as of 2024 [14]. - The company has expanded its product line to include 3D scanners, laser engraving machines, and a new e-commerce platform focused on 3D creative products [12]. - The online sales channel has seen significant growth, increasing from 13.5% of total revenue in 2022 to 47.9% in the first quarter of 2025 [15]. Investment and Funding - Prior to the IPO, Creality secured 508.5 million RMB in a Series A funding round in 2021, with notable investments from top-tier venture capital firms in Shenzhen [3][17]. - The company plans to use the funds raised from the IPO primarily for research and development, global brand promotion, and sales channel development [28]. Competitive Landscape - The 3D printing industry is experiencing increased competition, with several new entrants and established players vying for market share [21][24]. - Creality's early entry into the market and established brand recognition provide it with a competitive edge, but the company must continue to innovate and adapt to maintain its position [29].
【金牌纪要库】3D打印在商业火箭发动机制造领域渗透率陡增,可大幅降低重量、成本和制作时长
财联社· 2025-08-18 04:25
前言 《金牌纪要库》是财联社VIP倾力打造的一款高端会议纪要类产品,结合财联社的媒体资源和行业圈层 优势,为投资者提供全面、深入的市场及行业洞察,以及专业分析和解读。 栏目专注于捕捉投资市场 的最新题材机会,通过一线记者的即时报道、资深编辑的专业整理,以及行业资深专家的深度访谈,为 投资者提供前瞻性、独家性、热门性及专业性的市场分析。 ①渗透率陡增!商业火箭发动机制造领域导入3D打印工艺,可大幅降低重量、成本和制作时长,这家企业 通过3D打印技术为液氧甲烷发动机生产大量关键部件;②耗材为制约3D打印技术大规模应用的主要因素 之一,高技术壁垒支撑行业毛利率居高不下,这些企业可为国内提供提供3D打印专用PLA原料和粉末材 料;③消费级3D打印市场由拓竹占据最高市场份额,这家上市企业为拓竹提供代工服务。 ...