国信证券发布研报称，在供给突破和个性化需求的拉动下，消费级3D打印行业有望高速增长，建议关 注消费级3D打印机头部企业在行业低渗透、高成长下的持续增长;耗材行业同样有望受益于3D打印需求 的持续增长，建议关注具备成本、产业链一体化优势，及技术研发优势的PLA等3D打印耗材头部企 业。 国信证券主要观点如下： 3D打印耗材成长性更强，国内企业逐步抢占市场 3D打印耗材随打印机保有量的提升有望实现更快增长，2024年行业规模10亿美元，2024-2029年CAGR 有望达到36%。耗材行业格局分散，我国企业在上游树脂的产能占比逐步提升，在中游改性塑料领域具 备优势，头部企业海正生材、家联科技（301193）、银禧科技（300221）等均具备领先的技术和产品实 力。 风险提示：关税风险、国内外需求增长不及预期、行业竞争加剧、原材料及汇率大幅波动。 2024年我国占全球3D打印设备出口额的45%，美欧为主要消费区域。我国企业凭借供应链及成本优 势、快速的产品迭代和需求洞察能力占据行业主导地位，以2020-2024年全球消费级3D打印机累计出货 量计算，创想三维以28%的市占率位居第一;2024年，拓竹以29%的市占率 ...

比赛现场，洽谈声、赞叹声此起彼伏，不少创新方案在演示结束后便敲定转化合作。"这正是我们急需 的技术！"现场，一家专注于金属制品研发制造的高新技术企业负责人看完"基于逆向工程与3D打印的 产品创新设计研究"演示后，当即与参赛团队达成初步合作意向。 本次大赛共有26个项目参赛，邀请燕山大学、河北建材学院的专家教授组成评审团，从参赛项目的实用 性、创新性、经济效益和社会效益4个方面进行评比打分。最终，评出一、二、三等奖。 （来源：工人日报） 本报讯 （特约记者朱润胜 通讯员蒋文静 马珊）"大家看，通过逆向扫描原车数据，再用3D打印技术制 作的碳纤维尾翼，不仅安装精度达到毫米级，定制周期还从15天压缩到3天。"近日，在河北秦皇岛经济 技术开发区第二届职工技术创新大赛现场，来自企业的技术骨干手持刚打印完成的零件向评委和企业代 表演示创新成果。在这场以"赛场直通生产线"为核心导向的赛事中，源自一线的创新智慧在现场迸发、 即刻转化。 本次大赛由秦皇岛经济技术开发区总工会举办，聚焦智能制造企业的创新成果，按照"以赛促学、以赛 促练、以赛促创"要求，构建"工会+技术专家"协同机制，联动高校、行业协会等多部门，凝聚工作合 力。大 ...

Investment Rating - The report maintains an "Outperform" rating for the consumer-grade 3D printing industry [1] Core Insights - Technological advancements are driving the growth of the consumer-grade 3D printing industry, which is entering a period of widespread adoption. The global market is expected to exceed $4 billion by 2024, with a compound annual growth rate (CAGR) of 28% from 2020 to 2024. The sales of 3D printers alone are projected to reach $2.1 billion, growing at a CAGR of 21% during the same period [3][15] - The consumer-grade 3D printing market is characterized by intense competition, with Chinese companies dominating the landscape. By 2024, China is expected to account for 45% of global 3D printer exports, with major markets in the US and Europe [3][24] - The report highlights the growth potential of 3D printing consumables, which are expected to reach $1 billion by 2024, with a CAGR of 36% from 2024 to 2029. Chinese companies are gradually capturing market share in this segment [3][45] Summary by Sections 1. Technological Advancements Driving Growth - Continuous improvements in hardware and software are lowering the operational barriers for consumer-grade 3D printing, leading to increased market penetration. The global consumer-grade 3D printing market is projected to reach $4 billion by 2024, with a CAGR of 28% from 2020 to 2024 [3][15] - The number of consumer-grade 3D printers is expected to reach approximately 15.8 million units globally by 2024, indicating a penetration rate of only 1.8% among the 860 million households in the US, Europe, and China, suggesting significant growth potential [3][15] 2. Competitive Landscape - The report identifies a competitive landscape where Chinese companies, such as Chuangxiang Sanwei and Tuozhu, are leading the market. Chuangxiang Sanwei holds a market share of 28% in cumulative shipments from 2020 to 2024, while Tuozhu is expected to lead in 2024 with a 29% market share [3][27] - The competition is primarily driven by product capabilities, with a focus on technological research and development, as well as supply chain efficiency [3][28] 3. Company Profiles - Chuangxiang Sanwei offers a diverse range of products, including 3D printers, consumables, and services, with projected revenues of 2.3 billion yuan in 2024 and a stable gross margin of around 30% [3][35] - Tuozhu Technology focuses on integrating advanced technologies into their 3D printers, enhancing user experience and product performance, which has propelled them to the top of the industry [3][44] 4. Growth of 3D Printing Consumables - The consumables segment is expected to grow significantly, with the market projected to reach $1 billion by 2024, driven by the increasing number of 3D printers in use. The CAGR for this segment is anticipated to be 36% from 2024 to 2029 [3][45] - Chinese companies are gradually increasing their market share in the consumables sector, particularly in upstream resin production and modified plastics [3][45]

Group 1 - The core viewpoint of the article is that the company Deen Precision Engineering has outlined the business scope of its subsidiary, Deen Aerospace, which includes various advanced manufacturing and technology services [1] Group 2 - The general business activities of Deen Aerospace include research and development in new materials technology, non-ferrous metal casting, additive manufacturing, 3D printing services, and sales of 3D printing base materials [1] - The company is also involved in the manufacturing of high-performance fibers and composite materials, marine equipment manufacturing, and processing of mechanical parts and components [1] - The licensed projects of Deen Aerospace include research and manufacturing of rocket launch equipment and rocket engines, which require approval from relevant authorities before operations can commence [1]

前言 ②700亿市场+30%增速！四大产业共振引爆3D打印，全产业链核心标的已圈出； ③ 全球太空资源竞争加速，卫星产业链迎确定性"升机"； ④ DeepSeek V4发布期或临近，AI产业链再迎布局时点。 点击付费阅读，解锁市场最强音，把握投资机会！ 券商研报信息复杂？机构调研数据过时？屡屡错失投资机会？那是你不会挖！想知道哪份研报有用？什 么时候该看？《研报金选》满足你！每日拆解热门产业链或核心公司，快市场一步的投研思维+严苛的 研报选择标准+几近偏执的超预期挖掘，游资私募都在用！ 【今日速览】 ①29亿起步奔向千亿级！GEO营销成AI应用最先商业化场景，头部公司卡位战打响； ...

截至9月30日，爱司凯股东户数1.03万，较上期减少10.48%；人均流通股14534股，较上期增加15.73%。 2025年1月-9月，爱司凯实现营业收入1.20亿元，同比减少2.24%；归母净利润-1984.52万元，同比减少 106.60%。 分红方面，爱司凯A股上市后累计派现2672.00万元。近三年，累计派现576.00万元。 责任编辑：小浪快报 资料显示，爱司凯科技股份有限公司位于广东省广州市越秀区东风东路745号东山紫园商务大厦1505 室，成立日期2006年12月18日，上市日期2016年7月5日，公司主营业务涉及工业化打印产品的技术研 发、生产销售和服务解决方案。主营业务收入构成为：专用设备制造业100.00%。 爱司凯所属申万行业为：机械设备-专用设备-印刷包装机械。所属概念板块包括：小盘、云计算、3D打 印、粤港澳等。 1月12日，爱司凯盘中下跌2.00%，截至09:49，报32.75元/股，成交9324.65万元，换手率1.85%，总市值 49.04亿元。 资金流向方面，主力资金净流入5.16万元，特大单买入914.94万元，占比9.81%，卖出1164.44万元，占 比12.49%； ...

AI 浪潮下造物权革命，3D 打印飞入寻常百姓家 20260109 消费级 3D 打印市场有哪些主要特点和需求？ 摘要 消费级 3D 打印市场规模约为 40 亿美元，占整个 3D 打印行业的 16%，且增速高于整体行业，未来增长潜力巨大。2025 年消费级 3D 打印增速预计较高，并持续加速。 消费级 3D 打印设备核心驱动力来自产品力提升（如自动平衡、激光监 测、AI 建模）、价格下探（基础款低于智能手机）和品牌效应增强，显 著优化用户体验，拓宽市场。 3D 打印产业链包括上游耗材（占比 20%）、中游设备（占比 28%）和 下游服务（占比 52%）。中游设备是技术策源地和价值中枢，对上下游 升级至关重要。 中国在全球消费级 3D 打印设备出口中占据重要地位，北美占比约 35%，欧洲约 30%，亚太地区约 26%，中国企业正逐步赶超国际竞争 对手。 看好上游耗材公司佳林科技、中游即将上市的创 3D，以及服务端标的。 这些公司有望在各自领域获得发展，为投资者带来回报。 Q&A 目前 3D 打印行业的市场规模和增长前景如何？ 整个 3D 打印行业的全球市场规模约为 250 亿美元，折合人民币约 1,700 亿元 ...

大族激光 20260109 大族激光作为全球激光设备的龙头公司之一，近年来通过业务平台化拓展了多 个下游行业，包括半导体、新能源和高功率等领域。我们认为，未来一到两年 内，公司将迎来几个重要的增长契机。首先是 PCB 和消费电子业务的同步爆发。 大族数控作为大族激光旗下从事 PCB 业务的子公司，受益于 AI PCB 资本开支 的爆发，其设备需求迅速回暖，并在超快激光器领域实现了技术突破。此外， 消费电子方面，北美大客户（苹果）预计将在 2026 年发布第一代折叠屏手机， 并在 2027 年推出 20 周年纪念款 iPhone 以及第二代 Vision Pro，这些创新将 带动对大族激光设备需求的大幅增加。 大族数控在 PCB 领域有哪些具体表现？ 大族数控作为内资 PCB 板厂上游机械钻孔机和二氧化碳钻孔机的供应商，在 AI PCB 资本开支爆发背景下，其设备需求迅速回暖。此外，大族数控开发了超快 激光器，实现了在镭射钻孔机赛道上的技术突破。尽管过去市场竞争力最强的 是日本三菱，但大族数控凭借超快激光器技术，在加工多层板或 HDI 板时实现 了弯道超车。这种技术因其低热效应，非常适合未来材料升级方向，因此预 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司有哪些产品可以应用于商业航天领域？ 沃特股份（002886.SZ）1月11日在投资者互动平台表示，公司LCP材料已批量化向下游航天领域供应链 企业交付产品，用于相关连接器组件使用，具体应用场景由客户负责。目前相关业务占公司整体营收比 例较小，敬请注意投资风险。此外，公司参股的深圳协同创新高科技发展有限公司是深圳市3D打印制 造业创新中心及广东省增材制造装备创新中心的运营主体。协同高科以服务航空航天等重大工业领域产 品的轻量化、高性能、数字化、智能化为目标，在连续纤维、金属及陶瓷材料3D打印增材制造技术方 面均已实现研发与产业化成果。 （文章来源：每日经济新闻） ...

Core Viewpoint - The exhibition "Parametric Porcelain Painting: Digital Creative Intangible Cultural Heritage Handicraft Works Exhibition" showcases the integration of digital technology and traditional craftsmanship, emphasizing the innovative use of 3D printing and AI in creating unique art pieces that respect and reinterpret traditional aesthetics [1][4][7]. Group 1: Exhibition Overview - The exhibition is held at the Nanjing University of the Arts, featuring works like "Golden Bottle," "Silver Hairpin," and "Carved Window Lattice," which are created using 3D printing technology combined with traditional handcraft techniques [1][4]. - Each piece is designed through parametric design and 3D modeling, with a focus on simulating the texture of traditional crafts such as wood carving, ceramics, and cloisonné [4][5]. Group 2: Creative Process - The creative process involves generating a white base through 3D printing, followed by manual polishing, painting, and adjustments to achieve a final product that embodies a "handmade warmth" [5]. - The integration of AI-generated technology introduces randomness and imagination into the creative process, leading to a "digital kiln change" effect that expands the understanding of artistic creation [7]. Group 3: Educational Impact - The exhibition serves as a culmination of the "Digital Creative Intangible Cultural Heritage Handicraft" curriculum, highlighting the close relationship between digital technology and creative teaching [10]. - Over the past decade, the team has explored more than 12 different traditional crafts, emphasizing the rich cultural heritage embedded in these art forms [10].