将投中网设为"星标⭐"，第一时间收获最新推送 用3D打印技术为骨科患者带来新生。 来源丨 投中网 一种声音，一份力量。「登峰前沿·大家说」系列专题，汇聚由浦东科创集团与投中信息联合发起 的"浦东科创-海望登峰（二期）CEO特训营"创业者的真实表达。聆听他们的创业独白，见证他们的 成长突破，一同亲历新一代产业领袖的思考与蜕变。 一位清华学霸的创业路，从实验室到手术室，用3D打印技术为骨科患者带来新生。 : Printial "创业就像做物理题,当 每一步都走得正确,就能 预见未来方向,最终成果 会证明一切。" 张靖 智塑健康CEO @ 浦 东 科 创 - 海 望 登 峰 C E O 特 训 营 登峰 前 沿 | 大家 说 "没有人会真正'削足适履'，但在传统的骨科手术室里，却几乎每天都在发生。"张靖说道。这意味 着，医生常常需要将患者的健康骨骼切削以适配标准化植入体。这一现象的根本，是当时的制造领域 没有为医患提供一个适合的解决方案，而智塑健康创始人张靖决心改变。 2021年，这位本硕毕业于清华大学、博士毕业于美国南加州大学的创业者，带领智塑健康研发出中 国首款获得美国FDA认证的3D打印骨科植入物，拉开了中国 ...

Core Insights - 3D printing technology, also known as additive manufacturing, is revolutionizing various industries by enabling the production of complex structures and personalized products at unprecedented speeds [2][3] - A significant breakthrough in 3D printing has been achieved by a research team led by Professor Wu Dezhi from Xiamen University, introducing "laser in-situ induced direct writing" technology, which reduces the curing time of thermosetting materials from 48 hours to 0.25 seconds, enhancing efficiency by 50,000 times [3][9] - This innovation addresses critical challenges in the application of thermosetting materials in flexible electronics and biomedical fields, paving the way for industrialization and practical applications in advanced technologies [3][11] Industry Development - China's 3D printing industry has formed a spatial development pattern with three main regions: the Bohai Rim, the Yangtze River Delta, and the Pearl River Delta, with key provinces like Shaanxi, Hubei, and Hunan emerging as technology centers [4][5] - The industry is characterized by a significant concentration of performance among leading companies, with top firms like Plater and Xianlin Sanwei achieving annual revenues exceeding 100 million and maintaining gross margins above 40% [7] - The market for 3D printing equipment in China is projected to exceed 120 billion yuan by 2029, with a compound annual growth rate of 19.5% from 2025 to 2029, indicating a golden period of growth for the industry [8] Technological Impact - The new "laser in-situ induced direct writing" technology not only solves the curing challenges of thermosetting materials but also enhances the manufacturing capabilities for flexible electronics and biomedical scaffolds [9][11] - This technology is expected to facilitate the rapid production of smart soft robots and precision formation of organ chips, contributing to the low-cost mass production of personalized medical devices [11] - The advancement represents a significant step for China in the global 3D printing competition, enhancing the country's ability to transition from a manufacturing powerhouse to a leader in intelligent manufacturing [11]

Summary of 3D Printing Industry Conference Call Industry Overview - The global consumer 3D printer shipment is expected to reach approximately 5.2 million units in 2024, with FDM accounting for 80% and photopolymerization for 15%. The Chinese market represents about 12% of this total [1][5][6]. - By 2025, the total shipment is projected to be between 5.5 to 5.6 million units, with the overseas market dominating. The annual shipment of industrial 3D printers is around 500,000 units [1][5]. Key Players - China produces 95% of the world's 3D printing products, with 90% of production concentrated in Shenzhen. Major companies include Topch, Creality, Zhongwei Cube, Flashforge, and Smart Pie, which collectively hold over 95% of the global market share [1][6][8]. - Topch shipped 1.24 million units last year, Creality over 700,000 units, Zhongwei Cube over 470,000 units, and Smart Pie 120,000 units [1][7][8]. Topch's Market Strategy - Topch employs a premium and explosive product strategy, optimizing user experience through a combination of hardware and software innovations. They introduced an automatic frequency adjustment feature and integrated drone technology to lower usage barriers and improve printing success rates [1][9]. - The company primarily targets overseas markets, with 90% of sales coming from international customers. Their sales channels include self-built websites (50%), offline agents (30%), and cross-border e-commerce agents (20%) [1][13]. Revenue Structure - Topch's revenue structure consists of 90% from product sales and 10% from material sales. Despite the smaller proportion of material sales, it is relatively high within the industry [1][15]. Competitive Landscape - Creality, a leading player in the consumer 3D printer market, initially adopted a multi-SKU strategy but is now facing challenges such as product homogenization and inventory pressure. The company is currently seeking transformation [2][18]. - Smart Pie, which ranks first in the photopolymerization 3D printer market, has received investment from DJI. If DJI provides technical support in addition to funding, Smart Pie could see significant improvements [2][21]. Technological Directions - Key technological directions in the 3D printing industry include photopolymerization (SLA), FDM, selective laser sintering (SLS), selective laser melting (SLM), and direct energy deposition (DED) [2]. - UV full-color printing is anticipated to be a significant development in consumer 3D printing, expected to be applied in the market by late 2026 or 2027, enhancing product quality and visual effects [2][29]. Supply Chain and Production Capacity - The supply chain for consumer-grade 3D printers includes essential components such as laser radar, AI cameras, nozzles, and extruders. Topch utilizes products from DJI, while Creality employs technology from Aowei Zhongguang [2][27]. - The cost structure of a consumer-grade 3D printer like Topch A1 is approximately 400 RMB, with a retail price of around 1,500 RMB, indicating a markup of over 2 times [2][28]. Market Trends and Future Directions - The 3D printing industry is gradually penetrating various fields, including everyday items like shoes and belts, as well as medical applications such as dentures. However, there is currently no "killer application" that significantly drives industry growth [2][36]. - The future of consumer-grade 3D printing technology will likely see the emergence of new technologies and materials, expanding its applications across different sectors [2][31]. Conclusion - The 3D printing industry is characterized by rapid growth, significant market concentration in China, and evolving technological advancements. Companies like Topch and Creality are at the forefront, navigating challenges and opportunities in a competitive landscape.

Group 1 - The Ministry of Industry and Information Technology and five other departments aim to optimize the supply structure of consumer goods by 2027, creating three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [2] - By 2030, a high-quality development pattern characterized by positive interaction between supply and consumption is expected to be established, with a steady increase in the contribution of consumption to economic growth [2] Group 2 - Guangdong Province plans to incorporate mergers and acquisitions and asset revitalization into the performance evaluation system of state-owned enterprises, aiming to enhance asset securitization levels [3] - The province encourages listed state-owned enterprises to utilize various financing tools for industry chain integration and mergers, thereby strengthening and optimizing their operations [3] Group 3 - China's open-source AI model market has surpassed that of the United States, with Chinese-developed models accounting for 17% of total downloads, compared to 15.8% for American companies [3] Group 4 - The medical device market in China is projected to reach 1.22 trillion yuan by 2025, with the number of production enterprises exceeding 33,000 by the end of 2024, marking a 27.8% increase from the end of the 13th Five-Year Plan [4] - A new regulation on mobile power supplies is expected to lead to the exit of nearly 70% of existing production capacity due to stringent technical requirements [4] Group 5 - Ideal Auto reported a net loss of 624 million yuan in Q3 2025, with total revenue of 27.4 billion yuan, a decrease of 36.2% year-on-year [5] - The total vehicle delivery volume in Q3 2025 was 93,211 units, reflecting a 39% year-on-year decline [5] Group 6 - South Korea plans to establish a "Korea-US Strategic Investment Company" to manage a special fund for $350 billion in investments in the U.S. [6] - SoftBank Group has completed the acquisition of Ampere Computing, making it a wholly-owned subsidiary [6] Group 7 - OpenAI anticipates that by 2030, there will be at least 220 million paid subscribers for ChatGPT, representing 8.5% of its approximately 2.6 billion weekly active users [7] Group 8 - Apple is expected to surpass Samsung as the world's largest smartphone manufacturer this year, with projected iPhone shipments reaching a record 255 million units, a 10% year-on-year increase [8] Group 9 - SK Telecom and Samsung have signed a memorandum of understanding to jointly develop AI-driven wireless access network technology for the next generation of 6G networks [9] Group 10 - NVIDIA has responded to concerns about its AI chip dominance, asserting that its GPUs remain a generation ahead of competitors and are the only ones capable of supporting all AI models across various computing scenarios [10]

Group 1 - The collaboration between TuoZhu Technology and Haina Technology aims to establish the world's largest 3D printing factory in Shenzhen, with plans to deploy 15,000 TuoZhu 3D printers by Q1 2026 [1] - Haina Technology is a leading provider of digital solutions, utilizing AI, big data, and 3D printing technology to offer solutions for both B-end and C-end customers [1][2] - TuoZhu Technology is recognized as the first consumer-grade 3D printing company, with over 70% of global 3D printing farms equipped with its devices [1] Group 2 - The 3D printing technology has matured across various industries, enhancing production efficiency through flexible manufacturing, particularly in prototype development and rapid design iteration [2] - Haina Technology plans to develop a 3D printing farm that will provide integrated SaaS services, optimizing printing paths and reducing operational costs through AI and big data [2] - The global 3D printing market is projected to reach approximately $24.6 billion by 2024, with a nearly 20% compound annual growth rate over the next decade, particularly strong growth in the Chinese market [3]

Group 1 - The core point of the article is that Huina Technology, with the assistance of Tuozhu Technology, is set to establish the world's largest 3D printing factory in Shenzhen, aiming to deploy 15,000 Tuozhu 3D printers by the first quarter of 2026 [1][3]. - Currently, nearly 5,000 various models of Tuozhu 3D printers have already arrived and are being deployed [1]. Group 2 - The application of 3D printing technology has matured, particularly in areas such as prototype development in cultural and creative industries, flexible design iteration, and shoe mold development in soft wearable fields, enhancing production efficiency for both enterprises and individuals [3]. - Huina Technology plans to develop a 3D printing farm that will provide an integrated SaaS service system for smart production scheduling and equipment monitoring, leveraging AI algorithms and big data analysis to optimize printing paths and reduce operational costs [3]. Group 3 - The 3D printing industry is transitioning from technological exploration to a critical phase of large-scale application, with the global 3D printing market expected to reach approximately $24.6 billion by 2024 and maintain a nearly 20% compound annual growth rate over the next decade [4]. - The Chinese market is experiencing significant growth, with a year-on-year increase of 40.5% in equipment production in the first three quarters [4].

Core Viewpoint - The company, Qide New Materials, has indicated that its current main products, high-performance modified plastics (such as nylon), are not yet applied in 3D printing technology. However, the company possesses the technical potential to develop materials specifically for 3D printing due to its strong expertise in polymer material modification [1]. Group 1 - The company is actively monitoring downstream technological trends and customer demands to promote the technical extension and innovation of related materials in the future [1].

Core Insights - The research team led by Professor Wu Dezhi at Xiamen University's Saben Dong Institute of Micro-Nano Science and Technology has made a breakthrough in 3D printing technology by developing the "laser in-situ induced direct writing" technique, significantly reducing the curing time of thermosetting materials for 3D flexible devices from the traditional 48 hours to just 0.25 seconds [1] Group 1 - The new technology addresses key challenges in the field, such as slow forming, complex steps, and difficulty in performance control [1] - The research findings have been published in the prestigious journal "Nature Electronics," highlighting their significance in the scientific community [1] - This advancement is expected to create new paradigms in areas requiring complex 3D additive manufacturing and multifunctional integration, including flexible electronics, soft robotics, organ chips, and biological scaffolds [1]

Core Viewpoint - Shenzhen Intelligent Technology Co., Ltd. (ELEGOO) has completed a new round of strategic financing worth hundreds of millions of RMB, with DJI as the investor, and has shown a compound annual growth rate (CAGR) of over 40% in the past three years [1][5] Company Overview - Founded in 2015, the company focuses on the research, production, and sales of consumer-grade 3D printers and laser engraving machines, aiming to lower the creative threshold for global users through high cost-performance and intelligent products [2][4] - The company plans to achieve annual revenue exceeding 5 billion RMB within the next three years, with projected total revenue of 1.6 billion RMB in 2024 and a growth of 30% to 50% in 2025, potentially surpassing 2.5 billion RMB [1][2] Product Lines - The core product lines include both light curing (LCD/SLA) and fused deposition modeling (FDM) technologies, maintaining a leading position in global consumer LCD 3D printer shipments for several consecutive years [2][4] - The Mars series, launched in 2019, was among the first in the global market to offer devices priced at $300 with 2K printing precision, and the upcoming Mars 5 Ultra is expected to enhance printing efficiency and quality [2][3] Market Position and Strategy - The company has successfully penetrated the dental medical field with its high-precision light curing 3D printers, which can print detailed dental models for surgical planning and teaching [3] - The OrangeStorm Giga, part of the FDM series, represents the company's entry into the industrial-grade 3D printing sector, successfully raising over $3 million on Kickstarter [3][4] Software and Ecosystem Development - The company is committed to providing integrated solutions, with the launch of its self-developed slicing software, SatelLite, designed specifically for light curing 3D printing, set to release in November 2024 [3][4] - In 2025, the company will introduce the Matrix APP for remote device management and the Nexprint 3D model platform, completing its 3D printing ecosystem [4] Global Expansion - The company has diversified its sales platforms, including independent sites and Amazon, with products sold in over 150 countries and regions, achieving cumulative shipments of over 1 million units [4] - Following its rise to the top of the consumer LCD 3D printer market, the company is positioned to leverage DJI's strategic investment for global expansion, technology integration, and supply chain optimization [5]

Group 1: Company Overview - Southern Wind Power Co., Ltd. is engaged in 3D printing technology, focusing on high-precision manufacturing and complex geometric structures [2] - The company is currently in the process of expanding its production capabilities, including facility renovations and equipment procurement [3] Group 2: Market Insights - The liquid cooling market in China is projected to reach CNY 184 billion in 2024, with expectations to grow to CNY 1,300 billion by 2029 [3] - 3D printing technology offers significant advantages over traditional manufacturing, including material savings and design flexibility [2] Group 3: Business Development - Southern Additive is primarily providing 3D printing services for various materials, including stainless steel and titanium alloys, targeting sectors like aerospace and military [3] - The company is currently in the negotiation and sample delivery stages for its 3D printing business, which is not expected to significantly impact this year's financial performance [3] Group 4: Talent Development - Southern Additive is enhancing its R&D capabilities through external recruitment and partnerships with universities and research institutions [3]