2025.12. 31 本文字数：4152，阅读时长大约7分钟 作者 | 第一财经 郑栩彤 距离深圳北站500多米，是消费级3D打印厂商智能派位于深圳龙华的办公室。记者站在办公室玻璃 窗前往外望，往北大约2公里的地方，是另一家3D打印厂商创想三维。拓竹科技位于深圳南山区，纵 维立方在深圳龙岗区。 3D打印厂商在深圳的密度非常高。据市场研究机构CONTEXT的数据，这四家厂商，去年第二季度 占据了全球2500美元以下价位入门级3D打印机市场94%的份额。 大厂入局则让消费级3D打印赛道的"火"在2025年底彻底点燃。美团投资了快造科技，大疆投资了智 能派，获得了腾讯创投投资的创想三维则正筹备港股上市。随着3D打印向大众普及的速度加快，越 来越多人嗅到了战火临近的气息。 消费级3D打印是一个年轻的市场。2010年起，源自海外高校等实验室的3D打印核心专利陆续过 期，2015年前后在大洋彼岸的中国激起了一波创业潮。 创想三维成立于2014年，随后一年，纵维立方成立，潮汕人洪英盛创立智能派。2016年，原本主要 销售STEM教育套件的智能派切入3D打印市场。这一年，福建人陈学栋也成立了快造科技，随后以 3D打印、激光 ...

Core Viewpoint - The evolution of large language models has slowed down, creating space for the flourishing of AI applications and agents, while 3D models are just beginning to emerge as a blue ocean opportunity [5][70]. Group 1: Company Overview - VAST is a company focused on AI 3D model development, with its product Tripo allowing users to generate complete 3D content from text, images, or multimodal inputs [13][46]. - The company has successfully completed three rounds of financing, each raising tens of millions of dollars [14]. Group 2: Product Development - Tripo 3.0, launched in August, represents a significant advancement, enabling direct use in various industries without requiring users to have prior knowledge of 3D modeling [46][47]. - The transition from Tripo 2.0 to 3.0 involved extensive work on data, algorithms, and system optimization, resulting in improvements in controllability, success rates, precision, and performance [47][49]. Group 3: Market Position and Strategy - The company aims to create a user-friendly 3D creation tool to lower barriers for creators, addressing the lack of accessible tools for 3D content generation [73][96]. - VAST's strategy includes developing both foundational models and applications, allowing for closer user feedback and guiding future model iterations [71][72]. Group 4: User Insights and Applications - The company has engaged with around 1,000 users to gather insights, discovering diverse applications beyond initial expectations, such as in design and art [99][100]. - Tripo Studio has already contributed over half of the company's revenue, indicating strong market demand and user engagement [98]. Group 5: Future Vision - The future of 3D content creation is envisioned as a platform where everyone can participate, similar to the evolution of video and photo sharing in the past decade [79][80]. - The ultimate goal is to transition from a compressed form of content creation to a more natural, 3D-based interaction, reflecting a broader trend in technology towards "decompression" [108][109].

Financing Transactions - Meikaman's recent financing round raised nearly 500 million yuan, with investments from various funds including Xiong'an Fund and Ocean Electric, aimed at advancing its embodied intelligence technology and expanding product lines and applications [3] - Ruizheng Gene secured $75 million in Series A funding, with a significant investment from Tibet Nodi Kang Pharmaceutical, to develop in vivo gene editing products [4][6] - Weijian Intelligent completed over 100 million yuan in Series B funding, focusing on R&D for advanced packaging equipment for AI applications [4][5] - Wuxi Xinxiang Technology announced several billion yuan in B+ round financing, showcasing strong recognition from state-owned capital for its technological capabilities [6] - Haojise Food received strategic investments totaling several billion yuan from the Bubugao Group, aimed at enhancing product development and supply chain systems [6] - Yingmou Technology completed a new round of financing worth tens of millions of dollars, with plans to launch a new model on its 3D generation platform [7] - Lingyu Intelligent raised millions in seed+ round financing, focusing on high-quality remote operation technology for service and industrial applications [8] - Wugen, a US-based T-cell cancer treatment provider, raised $115 million to advance its cell therapy for T-cell acute lymphoblastic leukemia [8] - Prologis GLP received a $1.5 billion investment from Abu Dhabi Investment Authority to support its growth in logistics infrastructure [9] - Blue Water, an autonomous vessel developer, secured $50 million in Series A funding led by Google Ventures [10]

Core Insights - The 3D large model sector is experiencing a surge in capital investment, highlighted by the recent funding round of millions of dollars for Yingmou Technology, led by prominent venture capital firms [1][2] - Yingmou Technology has developed the world's first dome light field scanning system, enabling high-precision facial structure and material scanning, positioning itself as a leader in the Asian market [2][3] - The global 3D content generation market is projected to grow at a compound annual growth rate of 35%, surpassing $50 billion this year, attracting major players like Autodesk, Meta, and NVIDIA [4][5] Company Developments - Yingmou Technology completed its second funding round in 2025, just seven months after its first round, indicating strong investor confidence and interest in its technology [1] - The company’s dome light field scanning system significantly reduces the time required to create digital assets, achieving results in three days compared to traditional methods that take three to five months [2] - Yingmou Technology's Rodin Gen-1 model, launched in June 2024, has already generated $1 million in annual recurring revenue within 45 days of its release [3] Industry Trends - The 3D large model market is becoming a competitive battleground for major tech companies, with many launching their own 3D generation models in 2024 [4][5] - The increasing demand for 3D content in various sectors such as gaming, film, education, and social media is driving innovation and investment in this space [5] - The advancements in AI technology, particularly in 3D large models, are reshaping the landscape of digital content creation, similar to how Photoshop transformed graphic design [5]

Core Viewpoint - The rapid development of 3D large models is reshaping the creative industry, making the design process more efficient and accessible, thus blurring the lines between design and consumption, and transitioning the industry towards a lightweight and personalized approach [1][5]. Technology Iteration - The 3D large model technology has evolved significantly in just over two years, with the company serving 35,000 small and medium clients and over 700 large clients, alongside 300 million overseas creators [5]. - The upcoming 3.0 version of the 3D large model will feature a parameter scale of 20-30 billion, enabling users to generate and edit 3D models from text, images, or complex multi-modal inputs [6]. - Unique features such as semantic segmentation, low-poly generation, and universal skeletal binding allow for enhanced customization and interactivity in 3D content creation [7]. Scene Implementation - In the gaming industry, the 3D large model technology significantly reduces development costs and time, allowing smaller studios and individuals to create lightweight games [9]. - The technology is transforming space and scene design, enabling users to generate and arrange their living spaces interactively, with direct product recommendations based on their designs [9]. - In the XR field, thousands of applications have been developed using this technology, enhancing user experiences with dynamic content generation [10]. Cross-Industry Integration - The 3D large model technology enhances communication in e-commerce by providing richer, more immersive 3D presentations, improving information density and user engagement [14]. - In brand marketing, the technology facilitates user-generated content (UGC) by allowing creators to quickly produce and share 3D content, amplifying brand reach through social media [14]. - The integration of 3D large models with flexible production methods, particularly 3D printing, enables users to turn virtual designs into tangible products, streamlining the customization process for various creative items [15].

Core Insights - The article highlights various high-quality events related to AI and entrepreneurship, including workshops and competitions aimed at fostering innovation in the AI hardware sector [1]. Event Summaries - Founder Park, in collaboration with Google, is launching a series of AI workshops titled "From Model to Action" in Shenzhen, Shanghai, and Beijing, focusing on hands-on AI practices [1][3]. - The "Artificial Intelligence Hardware Innovation Competition" organized by Founder Park, the Bund Conference, and Zhanmen Venture Capital offers nearly 300,000 in prize money to attract talented AI hardware entrepreneurs and teams [1][8]. - The NVIDIA Startup Acceleration Program is actively recruiting, providing members with free access to deep learning training, SDKs, discounts on hardware and software, and opportunities for business connections [9][10]. Target Audience - The events are aimed at developers, entrepreneurial teams in the AI hardware field, and executives from outbound entrepreneurial companies [7][12][13]. - Specific workshops target teams already planning to enter overseas markets or developing AI products, including those in various sectors such as entertainment, e-commerce, and gaming [7]. Registration Information - Registration for the AI workshops is open until specific deadlines in July for each city, with detailed timings provided for each location [7]. - The competition registration is ongoing, with a link provided for interested participants to submit their applications [9].