9月30日，拓竹科技（简称"拓竹"）在深圳湾万象城开设全球首家直营旗舰店。这是拓竹在登顶全球消 费级3D打印机市场后迈出的重要一步。 申万宏源研报同样认为消费级3D打印机正处于快速增长期，预计到2028年全球市场规模将达到71亿美 元，年复合增长率19.2%。研报指出，该市场主要受益于欧美创客文化、极客DIY需求、小批量加工工 具属性及潮玩IP效应四大驱动力；欧美市场的"创客运动"带动桌面级设备普及，潮玩IP和个性化定制需 求也在持续推动用户群体扩大。 拓竹2020年成立于深圳，2022年推出首款产品，五年时间里迅速发展为全球第一消费级 3D打印机公 司，成为继大疆、安克创新、影石后，又一家以深圳速度和技术实力走向全球的科技公司。据了解，目 前拓竹在美国、日本、德国、英国、新加坡等地均设立办公室，推进全球化布局。 3D打印技术早在上世纪80年代就已出现，但长期受限于设备价格高昂、学习门槛大等因素，主要应用 于工业制造。工业级3D打印机动辄数百万元，而早期消费级产品多依赖开源组装，仅适合小众用户。 2022年，拓竹推出的X1系列产品整合了机械设计、运动控制、机器视觉等技术，在一定程度上改善了 消费级3D打印机的 ...

3D 打印行业深度汇报：消费级需求方兴未艾，重点关注高 性价比 PLA 耗材 20250926 摘要 全球 3D 打印市场持续扩张，预计 2034 年市场规模将超 1,100 亿美元， 未来十年复合增长率达 18%，材料端增速或超 20%。2024 年市场规模 约为 219 亿美元，其中打印服务占比最高（46%），设备端占比 27%，材料端占比 20%，软件端占比最小（6%）。 消费级 3D 打印市场增长迅速，2020 年至 2024 年市场规模从 15 亿美 元增至 41 亿美元，年均复合增长率约 28%，预计未来五年将超过 30%。入门级消费级 3D 打印机（售价低于 2,500 美元）是唯一出货量 增长的品类，2024 年同比增长 26%。 消费级 3D 打印行业受益于价格下降和 AI 技术驱动的建模软件门槛降低。 主流品牌售价相较三年前下降 60%，集中在 2000-3,000 元人民币，AI 技术大幅降低建模难度，消费级 3D 打印已进入需求爆发拐点。 PLA（聚乳酸）是消费级 3D 打印中最常见的耗材，环保无毒且形变小， 适合初学者。预计 2024 年底中国国内 PLA 需求将达 12 万吨，同比 ...

作者 | 吴华秀 编辑 | 袁斯来 十年前，3D 打印机还只是极客卧室里的实验设备。速度慢、精度有限，更多是一种"新奇玩具"，难以 承担生产任务。彼时行业由欧美厂商主导，追溯到Stratasys 在上世纪八十年代提出 FDM 成型方法并长 期依靠专利壁垒，垄断设备市场。直到 2008 年前后专利到期，中国厂商才凭借供应链优势进入市场。 当时的产品往往以套件形式销售，售价两三百美元，靠亚马逊、速卖通走向全球，却需要用户花上几十 个小时拼装，效率依旧停留在每秒 50 毫米的"绿皮火车"产品阶段。 "3D 打印行业真正的问题，不在于能不能完成各种模型打印，而在于成型速度能不能快到进入生 产。"申康向36氪总结。他认为，过去十年行业经历的"绿皮火车"阶段，产品在教育和爱好者市场扩 散，却迟迟没有跨过生产力门槛。"如果一台机器一天只能打几个零件，那它注定是玩具，不是工具。" 2015 年，申康从阿里离职，创立了潮阔。他的判断是，一个新兴行业只要问题足够多、增速足够快， 就必然有突破口。起初，潮阔和多数厂商一样依靠低价套件出货，在2017 年"双十一"，单日卖出上千 台，实现了短期盈利。但就在行业红利正盛时，他却砍掉了最 ...

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]

Core Viewpoint - The article discusses the evolution and breakthroughs in the 3D printing industry, particularly focusing on a company named ChaoKuo, which has made significant advancements in printing speed and efficiency, positioning itself as a leader in the consumer-grade 3D printing market [4][5][6]. Industry Evolution - Ten years ago, 3D printers were primarily seen as novelty items with limited speed and precision, dominated by Western manufacturers like Stratasys, which held patents that restricted market entry for others [4]. - The expiration of patents around 2008 allowed Chinese manufacturers to enter the market, initially offering low-cost kits that required extensive assembly, resulting in slow production speeds [4][5]. Company Development - ChaoKuo was founded in 2015 by Shen Kang, who identified the potential for breakthroughs in a rapidly growing industry. Initially, the company relied on low-cost kits but later pivoted to focus on high-speed printing technology [5]. - In 2019, ChaoKuo developed its first high-speed prototype, and by 2020, it launched the SR series, achieving speeds of 150 mm/s, marking a significant milestone in the industry [5][6]. - The introduction of the V400 model in 2022 further increased printing speeds to 600 mm/s, leading to a new era in 3D printing efficiency [5][6]. Technological Advancements - By 2024, ChaoKuo released the Xunyingguang S1 Pro, which reached speeds of 1200 mm/s, becoming the fastest consumer-grade FDM 3D printer globally. This advancement reduced printing time for models from two hours to fifty minutes [6]. - The company is also set to launch the Zhuirizuo T1 Max in 2025, targeting agricultural production scenarios and significantly improving efficiency [6]. Market Dynamics - The global consumer-grade 3D printer market saw a 22% year-on-year increase in shipments in Q1 2025, surpassing 1 million units for the first time, while professional-grade printer shipments declined [6]. - In 2024, China exported 3.778 million 3D printers (excluding components), generating 8.16 billion yuan in revenue, a 32.75% increase year-on-year, with the majority being consumer-grade printers [6][7]. Changing Demand - The demand for 3D printers has shifted from hobbyists to practical applications, with over 80% of devices now used as tools rather than toys. This shift has led to the emergence of new business models and industries [7]. - The cost of materials has decreased significantly, enabling lower production costs and unlocking new possibilities for 3D printing applications [7]. Competitive Landscape - ChaoKuo is not the only player in the high-speed 3D printing market, but its early commitment to speed has differentiated it from competitors like TuoZhu and ChuangXiang SanWei, which have taken different approaches [7]. - The company’s focus on speed and efficiency has allowed it to establish a unique position in the market, transitioning from a hardware manufacturer to a technology-driven industry participant [7].

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]

数据显示，万家基金旗下1只基金重仓铂力特。万家互联互通中国优势量化策略混合A（010296）二季 度持有股数12.89万股，占基金净值比例为2.69%，位居第九大重仓股。根据测算，今日浮盈赚取约 50.79万元。 万家互联互通中国优势量化策略混合A（010296）成立日期2020年11月4日，最新规模2.6亿。今年以来 收益40.62%，同类排名1933/8173；近一年收益65.67%，同类排名1802/8003；成立以来亏损5.9%。 万家互联互通中国优势量化策略混合A（010296）基金经理为尹航。 9月25日，铂力特涨5.27%，截至发稿，报78.69元/股，成交3.51亿元，换手率1.67%，总市值215.86亿 元。 资料显示，西安铂力特增材技术股份有限公司位于陕西省西安市高新区上林苑七路1000号，成立日期 2011年7月6日，上市日期2019年7月22日，公司主营业务涉及提供金属增材制造(3D打印)与再制造技术 全套解决方案。主营业务收入构成为：3D打印定制化产品及技术服务63.33%，3D打印设备、配件及技 术服务27.89%，3D打印原材料8.78%。 从基金十大重仓股角度 截至发稿，尹航 ...

Group 1 - The "Million Talents Gather in South Guangdong" initiative aims to attract 1 million college graduates to Guangdong for employment and entrepreneurship by 2025, with the target achieved ahead of schedule by mid-July 2025 [1] - The N City Linked Autumn Recruitment event will provide over 120,000 quality job positions across more than 100 key universities nationwide, focusing on emerging industries and national strategic needs [1][4] - The Guangdong-Hong Kong-Macao Greater Bay Area is experiencing a strong demand for research talent, particularly in the fields of semiconductor technology and advanced power electronics [2][4] Group 2 - Shenzhen's new research university, Shenzhen University of Technology, is actively recruiting over 140 positions, including research assistants and young professors, with competitive salaries reaching up to 750,000 yuan [2][3] - The recruitment event targets modern industrial needs, focusing on artificial intelligence, new information technology, integrated circuits, and advanced materials [4] - Major companies such as Huawei, Tencent, and BYD participated in the recruitment event, offering numerous positions in AI, 3D printing, and low-altitude economy sectors [5][6] Group 3 - The low-altitude economy in Guangdong is projected to have a talent gap of approximately 5 million, with a significant demand for skilled professionals in drone operations and related fields [6] - The "Assist Enterprises Youth Brigade" initiative provides various support measures, including housing and education benefits, to attract and retain talent in the region [7][8] - The recruitment activities are designed to create immersive experiences for graduates, showcasing the opportunities and living conditions in Guangdong [8]

中国青年报客户端上海9月23日电（中青报·中青网记者王烨捷）"预聘-长聘制教师"需求100人，年薪37 万元至45万元；博士后需求100人，年薪33万元至61万元……今天下午，在由教育部和广东省委省政府 联合举办的"百万英才汇南粤"2025年N城联动秋季招聘活动上海启动式上，深圳大学直接把自己给到的 年薪打在展板上，吸引了来自上海交通大学及周边院校众多2026届应届毕业生的关注。 高校在上海交通大学专场招聘会上揽才。中青报·中青网记者王烨捷/摄 深圳众多 今天，"百万英才汇南粤"活动在北京、上海同步启动。据了解，从9月中下旬到年底，广东将组织逾 1200家重点用人单位参加全国多个城市"巡回招聘"，提供优质就业岗位超5万个。截至2025年7月中旬， 广东已吸纳超过100万名应届高校毕业生留粤、来粤就业创业，提前实现了"百万英才汇南粤"揽才目 标。 广东省政府副省长、党组成员李运在致辞中表示，广东经济活，发展空间广阔。经济总量超14万亿元， 进出口占全国1/5，2000多万户经营主体，900多万家企业汇聚成强大的规模优势。 深圳是这轮巡回招聘的主力，中青报·中青网记者注意到，深圳企业开出的年薪都不算低。 拓竹科技 ...

Summary of 3D Printing Industry Conference Call Industry Overview - The global 3D printing market is expected to reach $21.9 billion in 2024, with a compound annual growth rate (CAGR) of 20.7%, potentially reaching between $84 billion and $145 billion by 2030, driven primarily by the medical, automotive, and consumer electronics sectors [1][4][28] - China dominates the consumer-grade 3D printing market with a 96% market share, with leading companies like TuoZhu, Chuangxiang 3D, and Zhonghe Cube shipping nearly 1 million units [1][6] Key Insights and Arguments - 3D printing technology is revolutionizing traditional manufacturing through additive manufacturing, significantly saving time, materials, and costs, especially in humanoid robots, industrial molds, and automotive sectors [1][5] - The demand for customized, high-precision components in humanoid robots, mold manufacturing, and the automotive industry aligns well with industrial-grade 3D printing technology [1][7] - Domestic companies like Huashu High-Tech, Bolite, and Yijia 3D are enhancing competitiveness against international brands by implementing price reduction strategies and gradually achieving localization of core components [1][8] Market Dynamics - The terminal application segment is expected to account for approximately 35% of downstream applications, with growth rates exceeding the overall industry growth, particularly in consumer electronics, commercial aerospace, and rocket engines [15] - The global market for industrial and consumer-grade 3D printing equipment is on an upward trend, with manufacturers' revenue projected to reach $59.5 billion in 2024 [26] Investment Opportunities - Notable companies to watch include Bolite, Huashu High-Tech, and Huina Technology, which are actively advancing their business layouts and have strong growth potential [9][33] - The aerospace sector has a two-year return on investment for equipment, while other industrial sectors like automotive and energy have a five-year return period [16] Emerging Applications - 3D printing technology is significantly shortening production cycles in automotive manufacturing, reducing traditional development timelines from 3-5 years to as little as 1-2 years [10][24] - In the consumer electronics sector, companies like Apple are utilizing titanium alloy 3D printing processes, indicating a growing trend towards lightweight and high-performance materials [25] Challenges and Considerations - The aerospace sector faces challenges in using 3D printing for moving parts due to mechanical properties and replicability issues, while static parts can be replaced [21] - Trade tensions have affected the export of industrial-grade metal 3D printers to the U.S., but exports to Germany remain strong [17][18] Future Outlook - The 3D printing industry is expected to see aggressive growth in the next five years, with a more conservative outlook for the following decade, potentially reaching a market size of hundreds of billions by 2030 [28] - The materials market is projected to grow significantly, driven by advancements in polymer powders, metal powders, and photopolymer materials [32] Conclusion - The 3D printing industry is poised for substantial growth, with significant opportunities in various sectors, particularly in China, where domestic companies are increasingly competitive. The focus on innovation and localization of production will be key drivers for future success in this rapidly evolving market [30][33]