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国金证券:3D打印消费级需求方兴未艾 重点关注高性价比PLA耗材
智通财经网· 2025-09-26 02:26
Core Viewpoint - The consumer-grade 3D printing market is experiencing rapid growth, driven by "price reduction + AI empowerment" [1][2] Market Size - The global consumer-grade 3D printing market size is projected to grow from $1.5 billion in 2020 to $4.1 billion by 2024, with a compound annual growth rate (CAGR) of approximately 28% [1] - From 2025 to 2029, the market size is expected to increase from $4.9 billion to $16.9 billion, with a CAGR of about 33% [1] - The annual shipment of consumer-grade printers is expected to remain around 3 million units from 2020 to 2023, surpassing 4 million units in 2024, with a CAGR of approximately 10.2% [1] - By 2029, shipments are projected to reach 13.4 million units, with a CAGR of about 26.6% from 2024 to 2029 [1] Competitive Landscape - Four Shenzhen companies, including Creality and Tiertime, hold a combined 90% market share in the entry-level 3D printer segment [2] - The entry-level 3D printer market (priced ≤ $2,500) is the only segment expected to see growth in 2024, with a shipment increase of 26% [2] Catalysts - The price of consumer-grade 3D printers has decreased by 60% compared to three years ago, with mainstream brands focusing on products priced between $200 to $300 [2] - Some entry-level products are priced below $1000, making them comparable to mid-range smartphones, facilitating the rapid adoption of consumer-grade 3D printers [2] - AI tools, exemplified by Hitem3D, have significantly lowered the creative barrier, providing software conditions for the popularization of consumer-grade 3D printing [2] Material Demand - PLA is the most common material in 3D printing, made from corn starch or sugarcane, known for its eco-friendliness and non-toxicity [3] - The domestic demand for PLA is expected to reach 120,000 tons in 2024, a year-on-year increase of 48.1%, with 3D printing accounting for approximately 35% of this demand [3] - PLA's cost-effectiveness and high frequency of repurchase make it well-positioned to benefit from the growth in consumer-grade 3D printing demand [3]
国金证券:消费级3D打印市场规模快速增长 重点关注高性价比PLA耗材
智通财经网· 2025-09-25 07:25
Group 1: Market Growth - The global consumer-grade 3D printing market is expected to grow from $1.5 billion in 2020 to $4.1 billion in 2024, with a CAGR of approximately 28% [1] - From 2025 to 2029, the market size is projected to increase from $4.9 billion to $16.9 billion, with a CAGR of about 33% [1] - The annual shipment of consumer-grade printers is expected to exceed 4 million units in 2024, with a CAGR of approximately 10.2%, reaching 13.4 million units by 2029, with a CAGR of about 26.6% [1] Group 2: Competitive Landscape - Four Shenzhen companies, including Creality and Tobo, hold 90% of the global entry-level 3D printer market share [2] - Entry-level 3D printers (priced ≤ $2,500) are the only segment expected to see growth in 2024, with a shipment increase of 26% [2] Group 3: Catalysts for Growth - The price of consumer-grade 3D printers has decreased by 60% compared to three years ago, with many entry-level products priced below $1,000 [2] - AI tools, such as those from Hitem3D, have significantly lowered the creative barriers, facilitating the adoption of consumer-grade 3D printing [2] Group 4: Material Demand - PLA is the most common material in 3D printing, with a projected domestic demand of 120,000 tons in 2024, representing a 48.1% year-on-year increase [3] - 3D printing is expected to account for approximately 35% of PLA's application in 2024, making it the largest application area [3] - PLA's characteristics, such as environmental friendliness and ease of use, position it well for growth in consumer-grade 3D printing [3]
研选行业丨地表库存仅剩100吨!这种贵金属价格强势复苏,供需趋紧下相关龙头迎价值重估
第一财经· 2025-07-24 01:43
Group 1: Platinum Market Insights - The surface inventory of platinum is only 100 tons, and it is expected to be depleted by 2028, leading to a strong price recovery due to tightening supply and demand dynamics [2][3] - Since 2011, platinum prices have been in a downward trend, but recent increases in jewelry and investment demand, along with a recovery in automotive demand, suggest a potential upward cycle for prices and consumption [2][4] - Key domestic downstream companies to watch include specific listed firms, while overseas mining producers are also highlighted as potential investment opportunities [3][4] Group 2: 3D Printing Market Opportunities - The consumer-grade 3D printing market is projected to reach $7.1 billion by 2028, driven by AI empowerment and supply chain cost reductions [6] - Consumer-grade 3D printers are designed for individual users and small businesses, with applications in various sectors such as consumer goods, education, and cultural creativity [6][8] - Investment opportunities in core components and materials for 3D printing are emphasized, with specific companies recommended for attention in the hardware, scanning, and materials sectors [7][9]