Core Insights - The article highlights the transformation of dining experiences in the hot pot industry, particularly focusing on a small hot pot restaurant in Changsha's Wuyi commercial district, which has adapted to changing consumer preferences for individual dining experiences [1][4][6]. Group 1: Consumer Trends - The Wuyi commercial district is referred to as a "new consumption test field," with over 20,000 commercial outlets, showcasing the latest trends in consumer behavior [1]. - The small hot pot restaurant has shifted from traditional large tables to individual seating arrangements, reflecting a change in dining preferences [4][6]. - The restaurant's revenue increased significantly after the transition, with weekday earnings rising from 2,000-3,000 yuan to 7,000-10,000 yuan [6]. Group 2: Product Development - The restaurant has engaged its customer base by allowing them to vote on new menu items, accumulating over 2 million consumer data points [8][10]. - New product testing involves customer tasting sessions, ensuring that the menu aligns with consumer preferences [10]. - The introduction of a dual-flavor pot caters to diverse taste preferences, demonstrating a focus on customization [12]. Group 3: Supply Chain and Production - The hot pot base factory has developed over 20 new flavors, including innovative options like "passion fruit sour soup base," indicating a trend towards unique and seasonal offerings [20][21]. - The factory has implemented a flexible production system to accommodate varying recipes and temperature requirements, enhancing operational efficiency [23]. - The demand for hot pot base products has surged, with annual sales growth of nearly 30%, serving around 200 restaurants [23].

猎云精选 . 以下文章来源于猎云精选 ，作者韩文静 聚焦科技创业创新，钻研产业趋势，用心服务创业者。 来源丨 猎云精选（ID：lieyunjingxuan） 作者丨 韩文静 图源丨Midjourney "分享下最近新进的坑——3D打印！" "自从有了3D打印机后，我实现了手办自由。" 在某社交平台上，类似的内容正疯狂刷屏，关于"3D打印"相关笔记已超200万条。从动漫手办到家居 改造，这门曾属于极客圈层的小众技术，正加速走入普通人的生活场景。 资本的动向，也侧面反映了行业的火热。2025年末的短短两个月内，3D打印赛道密集传来重磅投融 资消息： 11月，无人机巨头大疆首次跨界，以数亿元战略投资3D打印公司智能派科技，正式宣告进军该领 域； 上个月，3D打印公司智能派科技完成数亿元规模的B轮融资，投资方正是大疆创新。这笔低调的产业 投资，因拓竹科技创始人陶冶的一条朋友圈，陷入舆论中心。 陶冶写道，前东家大疆在近期投资智能派科技时，"协议里还特别安排了针对拓竹的条款"，暗指拓竹 科技可能面临来自大疆的"围剿"。 这一表态迅速引发行业关注。在创办拓竹科技之前，陶冶曾在大疆工作8年之久，曾担任大疆创新消 费级无人机部 ...

证券日报网讯12月18日，爱司凯（300521）在互动平台回答投资者提问时表示，公司专注于工业化打印 产品的技术研发、生产销售及服务解决方案。公司目前的3D打印设备以砂型打印系列为主，同时，公 司已完成多头激光金属打印头的联机优化调试，完成了上机零件生产打印测试，测试通过后成3D金属 打印设备的核心关键部件，公司的多激光打印头产品将更适用于各类对生产效率及生产成本具备较高要 求的应用领域。 ...

格隆汇12月18日丨爱司凯(300521.SZ)在互动平台表示，公司专注于工业化打印产品的技术研发、生产 销售及服务解决方案。公司目前的3D打印设备以砂型打印系列为主，同时，公司已完成多头激光金属 打印头的联机优化调试，完成了上机零件生产打印测试，测试通过后成3D金属打印设备的核心关键部 件，公司的多激光打印头产品将更适用于各类对生产效率及生产成本具备较高要求的应用领域。 ...

证券研究报告 | 行业周报 gszqdatemark 2025 12 14 年 月 日 基础化工 左手商业航天右手消费，聚焦 3D 打印材料 3D 打印全球 219 亿美元市场，材料种类多样。3D 打印即增材制造（AM）， 被誉为引领第三次工业革命的核心技术。不同于传统制造将原料"削减" 加工成所需形状，3D 打印可一体化成型复杂结构产品，具有快捷、低成 本、高精度等优势。根据 WOHLERS，2024 年全球 3D 打印市场规模高 达 219 亿美元。材料方面，金属材料占比 22%，其中铁基材料由于成本 较低最为主流；高分子材料领域，PLA 线材以其优异的打印性能及低廉的 价格深度绑定 FDM 成为应用最广泛的材料；SLA 光固化主要采用光敏树 脂；SLS 主要搭配高分子粉材，PA12 为主流品种。 消费级 3D 打印机：中国"四小龙"腾飞，行业加速崛起。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 ...

Core Insights - The global semiconductor market is projected to reach $208 billion by Q3 2025, marking the first time it surpasses the $200 billion threshold, with a quarter-on-quarter growth of 15.8%, the highest quarterly growth rate since 2009 [1] - The demand for computing power driven by the AI wave is significantly increasing the value across various segments, including servers, AI chips, optical chips, storage, and PCBs [1] - The storage prices have bottomed out and are beginning to recover, while the utilization rates in the packaging and testing segment are gradually improving [1] Industry Trends - Over the next three years, "advanced process expansion" will be a key focus for self-controlled development, with domestic equipment making continuous progress in advanced process breakthroughs and validations [1] - CoWoS and HBM technologies are positioned to align with AI industry trends, highlighting the growing importance of advanced packaging [1] - In the consumer electronics sector, the successful application of foldable machine hinges by Honor and OPPO, along with increased investment from Apple, is accelerating the penetration of 3D printing technology [1] Market Performance - The global shipment of foldable smartphones in Q3 has increased by 14% year-on-year, reaching a historical high, with a continuous rise in high-end market penetration [1] - The Guotai ETF (589100), which tracks the semiconductor index (000685), experienced a daily fluctuation of 20%, reflecting the performance of listed companies across the semiconductor materials, equipment, design, manufacturing, and packaging testing sectors [1]

Group 1 - The article emphasizes the mission of a new district in North China, which is being developed as a "future city" with a strong focus on innovation, green technology, and low-carbon solutions [3] - The architectural design of the district includes a notable structure called "Xiong'an Wing," which symbolizes the region's commitment to sustainability and modernity [3] - The district features the world's largest 3D-printed building, showcasing advanced construction technologies and innovative materials [3]

Core Insights - Since 2025, the Chinese 3D printing industry has entered a phase of capital frenzy, marked by significant investments and IPO attempts, indicating a shift towards large-scale and capitalized growth [1][2]. Group 1: Capital Influx - On December 10, consumer-grade 3D printing brand Kuaizao Technology announced it completed a multi-hundred million yuan Series B financing led by Hillhouse Capital and Meituan, with funds allocated for multi-color printing technology development and global talent acquisition [2]. - Kuaizao Technology, founded in 2016 and headquartered in Shenzhen, has a product line that includes multifunctional printers and high-efficiency multi-color printers, with its flagship product U1 achieving a crowdfunding record of 150 million yuan, reflecting strong market demand [2]. - DJI, a drone giant, invested several hundred million yuan in Smart Pie, indicating confidence in the growth potential of consumer-grade 3D printing technology [2]. - Other major players, including Tencent and Shenzhen Capital Group, are also backing companies like Chuangxiang Sanwei, which plans to raise funds through an IPO to enhance R&D and expand into overseas markets [2][3]. Group 2: Industry Growth and Trends - The number of investment and financing events in the industry reached a near five-year high since 2025, with over 40 occurrences, showing a clear trend of capital concentrating on leading projects [4]. - Shenzhen has emerged as a hub for the 3D printing industry, with significant contributions from consumer-grade products, as evidenced by 3D printer exports reaching 3.7777 million units in 2024 [5]. - In Q1 2025, global shipments of entry-level 3D printers (priced below $2,500) surpassed 1 million units, with Chinese suppliers accounting for 95% of the market share, led by Chuangxiang Sanwei with a 39% share [5]. Group 3: Company Performance - Tuo Zhu Technology, founded in 2020 by former DJI engineers, achieved revenue between 5.5 billion to 6 billion yuan in 2024, with a net profit nearing 2 billion yuan and a net profit margin exceeding 30% [5]. - Smart Pie, established in 2015, initially focused on STEM education kits but pivoted to 3D printing, launching its first resin printer at a competitive price, thus capturing the mid-to-low price market [6]. - Zongwei Lifang has expanded its business globally, generating over 1 billion yuan in annual revenue since 2016 [6]. Group 4: Industry Ecosystem and Demand - The industry's growth is driven by a confluence of technological advancements, policy support, and rising demand, with AI integration lowering usage barriers and enhancing user experience [7][8]. - The demand for 3D printing is surging, particularly among Gen Z consumers seeking personalized products, with sales of 3D printing-related categories during the 2025 JD 618 shopping festival increasing over threefold year-on-year [8]. - Policies supporting the industry, such as subsidies for desktop 3D printing devices, are expected to drive down entry-level equipment prices to around 1,000 yuan [8].

文｜张子怡 编辑｜袁斯来 36氪了解到，旗舰店的设立，是创想三维在市场竞争加剧背景下的重要战略调整。过去几年，消费级 3D打印市场增速明显，但用户群体从小众专业人士向大众创客和家庭用户的扩展，使得"技术教 育"和"产品体验"成为了新的瓶颈。传统的电商页面和视频演示难以完全替代用户对3D打印过程的直观 感受和对成品质量的判断。 创想三维深圳旗舰店占地超过600平方，核心功能在于提供一个完整、沉浸式的3D打印流程展示平台。 店内集中展示了创想三维覆盖FDM（熔融沉积）、光固化（Resin）和激光雕刻/切割三大主流技术的产 品线。消费者可以在此近距离观察不同技术的工作原理：例如，FFF/FDM设备如何将塑料耗材层层堆 叠成形，光固化设备如何通过紫外光实现高精度细节的制作，以及激光设备如何在不同材质上进行切割 和雕刻。这种"全景式"的技术演示，旨在让3D打印技术不再是抽象的概念，而是可以触摸和理解的创 造过程。 除了设备展示，旗舰店还规划了实物转化为数字模型的3D扫描体验区，以及专门用于创客交流、技能 培训和产品体验的工作坊空间。通过定期举办的3D打印、建模和设计课程，门店不仅扮演了销售终端 的角色，更成为一个社区中 ...

如果学校食堂不再提供千篇一律的饭菜，而是根据你的营养需求，定制一份能助你精力充沛应对学习的 餐食，这会实现吗？ 据物理学家组织网日前报道，3D打印食品正让这些设想走向现实。近年来，3D打印食品技术发展迅 速，全球多家机构与企业投入资源，研发创新。他们以糊状物、粉末和凝胶为"墨水"，打印出各式面 条、牛排和巧克力，再辅以激光烹饪，让个性化定制食品日渐流行，并悄然引领美食新风尚。 激发创意火花 美国国防部也在探索这一领域。在位于马萨诸塞州纳蒂克陆军设施的食品工程与分析实验室中，劳伦· 奥莱克希克团队正研制3D打印能量棒，以优化士兵在特定任务中的表现，满足个体营养需求。奥莱克 希克展望，未来这类打印机或能与可穿戴传感器联动，实时监测使用者的生理状态，按需补充营养。 3D打印技术让人们得以定制个性化美食，探索厨房中的全新维度，创造出前所未有的口感与风味。 美国哥伦比亚大学机器人专家霍德·利普森团队，打印出一块内含7种食材、结构层次复杂的芝士蛋糕。 当人咬上一口时，多样食材在口中交织，带来多重味蕾体验，令人惊艳。 意大利巴吉亚集团旗下的创新食品品牌"巴吉亚艺术"，则专注于研发造型独特、富有艺术感的3D意大 利面与千层面 ...