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每周股票复盘:思看科技(688583)海外市场规模为国内6至8倍以上
Sou Hu Cai Jing· 2025-11-22 21:23
Core Insights - The company, Sikan Technology, has experienced a stock price decline of 8.56% this week, closing at 80.08 yuan, with a total market capitalization of 7.079 billion yuan [1] - The industrial-grade product line is expected to maintain steady growth through 2025, driven by favorable industry trends, enhanced product competitiveness, and an improved sales network [1][4] - The high-precision 3D digitalization market was valued at approximately 50 billion yuan in 2022 and continues to grow steadily, with significant potential for market penetration [1][2] Company Performance - R&D expenses for the company increased by over 40% year-on-year from January to September 2025, reflecting a commitment to innovation [2] - The company has launched a unified 3D digitalization software platform to enhance customer experience and operational convenience [2] - The non-industrial product, 3DeVOK, has shown strong sales performance, with over 100% year-on-year growth in the first half of the year [2][4] Market Opportunities - The global consumer-grade 3D printer shipment is projected to reach 4.1 million units in 2024, with a compound annual growth rate of 26.6% from 2024 to 2029 [3] - The overseas market is viewed as a core growth engine, with an estimated size 6 to 8 times larger than the domestic market, indicating substantial growth potential [2][4] - The company aims to strengthen its local channels and service capabilities in overseas markets to enhance customer coverage and drive revenue growth [2][4] Product Applications - The 3DeVOK scanner is applicable in various fields, including 3D printing, cultural heritage digitization, healthcare, and law enforcement, showcasing its versatility [3][4] - The 6D pose tracking system has successfully secured bulk orders in multiple industrial applications, including assembly and welding [3][4] - The company's products have been utilized in significant projects, such as the digitalization of archaeological sites and the creation of 3D models for media productions [4][5] Upcoming Events - The company will hold a third-quarter earnings briefing on November 27, 2025, to discuss its operational results and financial status [6]