消费级3D打印40+页行业深度：AI时代个性化物理实现核心入口，26年有望迎来iPhone时刻【国金可选】 消费级3D打印：AI+衔接物理世界的关键入口，工业级向消费品类转化驱动市场持续扩张与渗透率快速提 升，2020-2024年全球市场规模CAGR达28.6%，2024年规模至41亿美元。 设备端：行业渗透对标iPhone迭代路径，2022年拓竹X1对标iPhone1行业进入一次加速期，2026 年拓竹 H2C/H2D、 Snapmaker U1 等机型实现多色打印突破，行业有望迎来 iPhone4 时刻，进入二次加速期。 当前核心解决工业级产品消费端适配问题：（1）技术普惠：通过AI建模、闭环控制破解工艺痛点，多色打印AMS 自动换料、模块化换端、多喷头并行三大探索路径实现效率突破；（2）价格下放至家电级别；（3）DTC+全域触 达+模型社区运营的生态模式为核心增长逻辑。 建议关注： 创想三维：全球生态领创者，25年8月递表、26年2月14日完成港股上市备案，26Q2有望上市。 拓竹科技：行业标杆企业，有望登陆二级市场。 耗材端：设备加速带动耗材需求二阶导增长，PLA为行业首选。 消费级3D打印：AI+衔 ...

一个行业，在同一年度出现3个里程碑式的"百亿"。这通常不只是增长，而是拐点。 2025年，中国3D打印行业刻下了3个数字：出口规模首次突破100亿元，全年投融资规模逼近100亿元， 诞生首家年营收超100亿元的企业。 在全球消费级3D打印机市场，Creality（创想三维）、Bambu Lab（拓竹）、Anycubic（纵维立方）与 Elegoo（智能派）四家深圳企业合计占据全球约九成的出货份额。如今，全球每售出的10台消费级3D 打印机中，有9台来自中国品牌。 3个里程碑式的"百亿"，离不开深圳3D打印"四大天王"。 出口突破百亿 深圳产生"四大天王" 春节前夕，"深圳拓竹科技员工最高年终奖超过200万元"的消息刷屏。更早前，公司宣布设立"2026母校 基金"，向10所员工母校捐赠超过1亿元，用于奖教金、奖学金与科研支持。对外界而言，这或许只是企 业盈利后的体面表达；但对行业而言，它更像一个侧面印证——当出口规模破百亿、头部企业体量迅速 扩大，消费级3D打印开始具备稳定现金流与长期投入能力。 为什么"四大天王"聚深圳？ "这种规模与盈利能力的形成，是产业集群能力的结果。"一位3D打印设备从业者表示，"工程师 ...

MINNETONKA, Minn. & REHOVOT, Israel--(BUSINESS WIRE)--Stratasys Ltd. (NASDAQ: SSYS) announced today that it has earned a Gold Medal from EcoVadis for sustainability, placing the company in the top 5% of 150,000 organizations evaluated globally, improving its status from last year's Silver rating. Being at the highest level of ESG performance helps strengthen our value proposition to customers and their sustainable goals. EcoVadis is a leading provider of business sustainability ratings, evaluating companies ...

Core Viewpoint - The report from Guojin Securities indicates that consumer-grade 3D printing is becoming a key pathway for AI to connect with the physical world, with a projected global market size of $4.1 billion by 2024 and a CAGR of 28.6% over the next five years [1] Group 1: Industry Transition and Growth - The industry is transitioning from industrial tools to consumer products, with expectations of a significant acceleration in growth by 2026, comparable to the "iPhone 4 moment" [2] - The market is experiencing structural growth, driven by the adaptation of industrial-grade technology to consumer needs, with key players addressing consumer pain points through AI modeling and automated processes [3] Group 2: Device Sector Insights - The device sector is expected to be the core growth engine, accounting for 51% of the market share, with advancements in multi-color printing and efficiency improvements anticipated to drive further adoption [1][2] - The current challenges include adapting industrial products for consumer use, with significant improvements in usability and success rates achieved through AI and closed-loop control systems [3] Group 3: Material Sector Dynamics - The material sector is seeing increased demand as the device market accelerates, with PLA being the dominant material due to its ease of use and environmental benefits [4] - The core competitive advantage in materials lies in modification technologies that enhance properties like toughness and heat resistance, which are crucial for consumer adoption [4]

MINNETONKA, Minn. & REHOVOT, Israel--(BUSINESS WIRE)--Stratasys Ltd. (NASDAQ: SSYS) announced that it delivered a 22% year-over-year increase in system reliability for its F900â"¢ industrial printer, based on targeted 2025 manufacturing improvements developed in conjunction with its industrial Customer Advisory Board (CAB). These enhancements addressed production-scale challenges, positioning customers to expand their use of additive manufacturing for end-use parts and tooling in real-world envir. ...

Velo3D stock is showing exceptional strength. What’s driving VELO stock higher?Defense Contract Supports Revenue VisibilityVelo3D last week announced an $11.5 million production agreement with a major U.S. defense contractor.The multi-year contract will use Velo3D's Rapid Production Solution and large industrial printers to produce parts faster and at lower cost, supporting expectations for more consistent defense revenue.Insider Buying Underscores Leadership ConfidenceSentiment is also supported by insider ...

Materialise (NasdaqGS:MTLS) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBrigitte de Vet-Veithen - CEOHarriet Fried - Investor RelationsKoen Berges - CFOTroy Jensen - Managing DirectorOperatorHello, and thank you for standing by. Welcome to Materialise Fourth Quarter 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask the question during the session, ...

Materialise (NasdaqGS:MTLS) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBrigitte de Vet-Veithen - CEOHarriet Fried - Investor RelationsKoen Berges - CFOTroy Jensen - Managing DirectorOperatorHello, and thank you for standing by. Welcome to Materialise Fourth Quarter 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask the question during the session, ...

Q4 & FY 2025 Financial Results Conference call | February 19, 2026 www.materialise.com | NASDAQ: MTLS | EURONEXT: MTLS #0058a5 #00b1ea #0084c8 #f0b323 Titel : Arial Bold Sub titel: Arial regular Text: Arial regular Colors Font Useful Tools: Add image Add video Right mouse click: colours Safe Harbor Summary Send or bring your image or shape to the front/back Home -> Arrange: Align objects Click on the graph: Click on the tab -> Change This presentation contains forward-looking statements within the meaning o ...

LEUVEN, Belgium--(BUSINESS WIRE)---- $MTLS--Materialise NV (Euronext & NASDAQ:MTLS), a global leader in 3D-printed medical devices and software, and a pioneer in additive manufacturing software and services, today announced its financial results for the fourth quarter and full year ended December 31, 2025. Highlights – Fourth Quarter 2025 Total revenue increased by 6.8% to 70,164 kEUR for the fourth quarter of 2025 from 65,680 kEUR for the corresponding 2024 period, boosted by 16.3% growth in our Mat. ...