OTC2025： 产学研医共促类器官技术突破 OTC2025 类器官前沿应用与 3D 培养论坛 重磅来袭： 类器官与疾病建模、 3D 细胞培养、 AI+ 器官芯片推进新药发现、类器官培养及质量控制 等角度展开深度 探讨。 论坛名称 ： OTC2025 类器官前沿应用与3D培养论坛 举办信息 ： 7 月 24-25 日·上海 论坛规模 ： 50 余授课嘉宾， 800 余参会嘉宾 主办单位 ：上海傲顺医药、上海佰傲泰医药科技、药精通Bio 联合主办 ：上海市生物医药行业协会 协办单位： 上海交通大学医学院附属新华医院 中国类器官转化医学协同创新平台 上海大学转化医学研究院 上海大学医工交叉研究院 大会主席： 苏佳灿，上海大学转化医学研究院院长 高正良， 上海大学医学院教授、博导/老年医学研究院副院长 展位&宣讲联系人 ： 王晨 180 1628 8769 OTC2025论坛 扫码咨询免费参会名额 特惠展位咨询180 1628 8769 0 1 板块划分 | 目番 | | 论坛内容 | | | --- | --- | --- | --- | | 上午 | | 主会场：探索类器官星辰大海 | | | 7月24日 下午 ...

Core Viewpoint - The article discusses advancements in 4D printing technology, particularly focusing on a new method for ceramic 4D printing driven by hydrogel dehydration, which allows for the creation of complex structures without the need for molds or external forces [2][3][4]. Group 1: 4D Printing Technology - 4D printing is a novel additive manufacturing technology that enables the creation of three-dimensional structures from smart materials, which can change shape over time when stimulated by external factors such as light, heat, or electricity [12]. - Current 4D printing materials are primarily limited to soft materials like hydrogels and shape memory polymers, with significant challenges remaining for hard materials like ceramics [2][3]. Group 2: Research and Development - A collaborative research team from Southern University of Science and Technology has developed a hydrogel-driven ceramic 4D printing method, utilizing light-sensitive ceramic elastomer slurries and acrylic hydrogel precursors suitable for DLP printing [3]. - The developed materials can undergo significant deformation, with the ceramic elastomer capable of withstanding up to 700% tensile strain and the hydrogel achieving a volume shrinkage of up to 65% during dehydration, along with a modulus increase of over 40 times [3]. Group 3: Upcoming Forum - Professor Ge Qi will present on "Multi-material 3D/4D Printing: From Hydrogels to Ceramics" at the 2025 (4th) Polymer 3D Printing Materials Summit Forum, scheduled for July 18-20, 2025, in Hangzhou, Zhejiang [5][8]. - The forum aims to facilitate discussions on high-precision 4D printing equipment, advancements in high-performance light-curing smart materials, and design methodologies for multi-material 4D printing [12].

1）海正生材 （上海季胜投资管理有限公司参与公司特定对象调研&电话会议） 调研纪要：3D打印行业进入快速发展期，聚乳酸作为重要原料，2024年消耗量预计超4万吨。海外企业 在3D打印领域聚乳酸供应中占据主导地位，国内企业占比不高，但公司凭借持续创新成为推动耗材升 级的重要力量。目前3D打印需求主要集中在欧美地区，国内需求起步晚但增速快。为提升市场份额， 公司将获取更多增量份额，服务头部企业，并加强研发和产品品质。3D耗材对聚乳酸性能有特殊要 求，如适应高速打印、快速冷却及不同颜色和视觉效果。聚乳酸市场供大于求，2024年全球消费量约26 万吨，国内约12万吨，价格已逼近成本线，未来波动不大。 机构简介： 根据市场公开信息及6月25日披露的机构调研信息，知名私募季胜投资近期对1家上市公司进行了调研， 相关名单如下： 季胜投资是专注于股票投资的投资机构，奉行价值投资基础上投机操作的理念。为客户的资产不断增值 为己任，追求每个季度都盈利是我们最高目标。xa0截止到2014年1季度末，已经连续超过10个季度保持 盈利。2013年正式阳光化，现为中国证劵业协会会员（编号：805151），中国证券投资基金协会基金管 理人 ...

在国际制造业的竞逐中，中国再次给世界抛出了一颗震撼弹，以3D打印钛合金技术领跑全球，狠狠甩开了美国和日本。 中国的这一"王炸"，不仅改写了全球制造的规则，更让国际竞争格局发生了翻天覆地的变化。 1. 突破极限：3D打印的"王炸" 钛合金，这种轻如羽毛，硬似钢刀的材料，长期以来一直是航空航天、军工装备的"硬骨头"。 然而，制造这一材料的传统方式繁琐且效率低下——需要通过锻造、铣削、车削等工艺，制造周期长、材料浪费严重。传统方法制造一个飞机舱门，需要 耗时近两年，而材料利用率还不到10%。 3. 普惠民生：从军工到民用的全方位应用 不仅是军工领域，这项技术的突破同样惠及普通百姓的生活。 面对这一挑战，中国的王华明院士团队花费了30年的时间，终于攻克了这一技术难题——3D打印钛合金。通过激光叠加的方式，一层一层打印钛合金， 既大幅缩短了生产周期，材料利用率提升了10倍，还使得制造过程变得更加灵活。 这意味着，制造钛合金就像捏橡皮泥一样简单，工艺难度极大降低。 2. 国之重器，迎来新纪元 这一技术的突破，首先应用于中国的军工领域。 运-20、歼-20、长征火箭等国之重器，都已经开始使用3D打印钛合金技术。以运-20机 ...

Investment Rating - The report maintains an "Outperform the Market" rating for the mechanical equipment industry [4][30]. Core Views - The humanoid robot sector is highlighted for its growth potential, with a focus on key suppliers and companies with strong market positions. Specific components such as joint modules, dexterous hands, and reducers are identified as critical areas for investment [2][3]. - AI infrastructure is expected to see continued capital expenditure growth driven by demand for data centers, benefiting companies involved in gas turbines and chillers [2]. - The low-altitude economy is progressing rapidly, with a national low-altitude traffic project initiated to standardize air traffic management [3]. - The smart welding robot market is projected to grow significantly, particularly in the steel structure industry, with a market potential nearing 100 billion [3]. - 3D printing technology is gaining traction in various sectors, including aerospace and consumer electronics, due to its advantages in creating complex structures and reducing development cycles [3]. - X-ray detection equipment is experiencing rapid growth driven by demand in healthcare and industrial sectors, with a focus on domestic production of core components [3]. Summary by Sections Industry Dynamics - Recent developments include the introduction of various humanoid robots and AI infrastructure projects, such as the opening of a new data center by Alibaba Cloud in South Korea [1][19]. - The report notes significant growth in 3D printing equipment production, with a year-on-year increase of 40% in May [20]. Government News - The China Securities Regulatory Commission supports the application of the fifth set of listing standards for companies in cutting-edge technology sectors, including AI and low-altitude economy [21]. Company Developments - Notable partnerships and investments include Demar Technology's strategic agreement with Zhiyuan Robotics and Qinan Co., Ltd.'s investment in Moxian Technology [23][24]. - Midea's humanoid robot has successfully begun operations in its factories, marking a significant step in automation [16]. - The launch of the Star Motion Q5 intelligent robot showcases advancements in flexible joint technology and AI control systems [18]. Key Company Earnings Forecast and Valuation - Several companies are rated as "Outperform the Market," including Green's Harmonics, Huichuan Technology, and Zhaowei Electric, with projected earnings per share (EPS) growth for 2024 and 2025 [7][28].

机构简介： 根据市场公开信息及6月24日披露的机构调研信息，知名私募远望角投资近期对1家上市公司进行了调 研，相关名单如下： 1）奥比中光 （远望角投资参与公司现场参观&券商策略会&路演活动&电话会议） 调研纪要：奥比中光在机器人领域提供全技术路线3D视觉传感器和整体解决方案，应用于商用服务、 养老康复、家庭护理、物流配送、农业智能化等场景。公司与消费级3D打印龙头创想三维合作开发消 费级3D打印机和高精度手持3D扫描仪，并与佩极眼镜合作推出3D打印定制眼镜。公司为天工机器人提 供Gemini330系列深度相机，新品Gemini435Le应用于智能物流、机器人等工业自动化领域。3D视觉传 感器提升机器人智能化水平，应用于空间扫描、骨架/手势追踪、定位导航、三维重建等功能。 深圳市远望角投资管理企业（有限合伙）成立于2014年12月30日，由两位原公募基金经理、一位原上市 公司高级管理人员组成核心骨干，从业年限均在10年以上。公司投研团队经验丰富，成立以来以优秀的 风控和稳健的收益受到专业投资机构认可，入选多家券商、银行、FOF等机构白名单。我们立意于做一 家追求远见，长期靠谱的资产管理公司。公司已通过中国证券 ...

智能派科技3D打印机产品全家福 ◎记者 何漪 在深圳，3D打印领域已形成从材料制备、设备制造到应用服务等全产业链，培育了一批"黑马企业"。 智能派科技就是其中之一。公司聚焦小而美的技术路线，3D打印机产品已销往100多个国家和地区，出 货量稳居消费级光固化3D打印机第一。 近日，上海证券报记者在位于深圳龙华区的智能派科技厂房看到，工人正在将透镜、屏幕、支架等零部 件，组装成一台台3D打印机。"一条流水线30多个工人，仅用2分钟就能完整地组装一台3D打印机。像 这样的生产线，我们还有近20条，预计今年产能达100万台。"智能派科技联合创始人陈波说。 换轨超车：果断切换赛道 2015年，智能派科技创立初期，陈波与公司另一位创始人洪英盛从深圳华强北采购电阻、传感器组装成 STEM（多学科融合教育）套件，而后出口海外。依靠300%的利润率，智能派科技很快冲上亚马逊 STEM套件类目第一的位置，市场份额超过30%。"当时，我们的STEM套件市场份额很快就碰到了天花 板，因此需要寻找新的机会。"陈波说。 陈波与洪英盛用了8个月时间做市场调研、战略规划，最终决定将公司业务重心从STEM套件调整为3D 打印机。陈波回忆称，当 ...

Core Viewpoint - The article emphasizes the significant advancements in 3D printing technology, particularly in the aerospace sector, driven by high-performance polymer materials that meet stringent requirements for weight reduction, stability under extreme conditions, and cost efficiency [2][4]. Group 1: 3D Printing in Aerospace - The global space race is intensifying, with both public and private sectors striving to innovate in this new frontier [2]. - Aerospace materials must be lightweight to reduce launch costs while maintaining stability under extreme temperatures, radiation, and mechanical loads [2]. - Traditional manufacturing methods face challenges such as long production cycles, high costs, and limited design flexibility, primarily relying on metal and composite materials [2]. Group 2: Advantages of High-Performance Polymers - Recent advancements in 3D printing technology have demonstrated unique advantages in shortening development cycles and manufacturing complex structures [2]. - High-performance polymers and composites, such as carbon fiber composites, PEEK, and PEKK, are preferred for their ability to achieve a balance between lightweight and performance, as well as for their cost control throughout the lifecycle [2]. - Benefits of these materials include weight reduction in aircraft components, insulation, optimized airflow, reduced fuel consumption, increased range, fire resistance, and non-toxic properties [2]. Group 3: Upcoming Forum - Zhao Yunfeng, a researcher from the Aerospace Materials and Process Research Institute, will present on "3D Printing of High-Performance Polymer Materials and Their Aerospace Applications" at the 2025 (Fourth) Polymer 3D Printing Materials Summit Forum [5]. - The forum is scheduled for July 18-20, 2025, in Hangzhou, Zhejiang, and aims to facilitate industry exchanges on the latest advancements in polymer materials and 3D printing technologies [5][10].

海正生材 20250624 摘要 2024 年聚乳酸市场受供需关系影响，价格明显下降，产能利用率仅 30%-40%。国内外新产能投放预计将进一步压低价格，但因已接近成 本价，降幅或有限。 全球聚乳酸市场由 NatureWorks 和道达尔科比恩主导，国内海正生材 占有重要地位。海正生材国内市场占有率约为 43%，并通过扩产计划进 一步提升产能。 环保政策对聚乳酸需求影响显著，但实际推行力度不及预期。3D 打印领 域则呈现独立增长，尤其消费级 FDM 3D 打印受益于技术迭代，用户体 验提升。 公司消费级 FDM 3D 打印业务自 2023 年起显著增长，受益于拓竹科技 的技术创新。巨鹿山地区 FDM 增材消耗量占比高，预计 2024 年达 70%。 中美贸易战对公司 3D 打印材料出货量无实质影响，主要市场在欧美， 占比约 80%-85%，国内市场成长空间大。 全球 3D 打印材料需求快速增长，预计 2026 年可能达到 10 万吨。欧美 地区在工业制造、医疗器械等领域的应用推动了需求增长。 公司认为聚乳酸树脂（PLA）在 FDM 桌面打印中具有较大发展前景，其 气味少、体验感好，且占据行业先机，具有成长性和 ...

新股探寻（影石创新、思看科技、汉朔科技、泰禾股 份）20250624 摘要 影石创新全景相机全球领先，市占率达 67.2%，线上线下销售均衡，线 下与苹果深度绑定。2023 年全球手持智能影像设备市场规模达 364.7 亿人民币，年增速 14.3%，全景相机市场 50.3 亿人民币，未来全景与 运动相机融合及新兴领域应用将扩大市场。 思康科技是工业级 3D 激光扫描仪龙头，国内市场占有率第一，全球第 二，与比亚迪、宝马等合作。2022-2024 年营收分别为 2.1 亿、2.7 亿、 3.3 亿元，年均增速 20%-30%，归母净利润分别为 0.8 亿、1.1 亿、 1.2 亿元，毛利率和净利润率较高，一季度收入和净利润增长均超 20%。 汉朔科技是全球第三大电子价签供应商，国内市占率约 12%，产品覆盖 50 多国，服务超 400 家客户。预计 2028 年全球电子价签市场规模达 350 亿元人民币。欧美市场渗透率高，受益于人工成本上升、通货膨胀 及商店竞争，公司与泡泡玛特合作提升市场关注度。 汉朔科技 2022-2024 年营收从 28 亿增至 44.9 亿元，年均增速超 20%，归母净利润分别为 2.1 ...