深圳商报首席记者 袁静娴 近期的3D打印行业，正变得前所未有的热闹。 先是拓竹科技创始人陶冶在朋友圈的长文，将矛头直指大疆，原因疑似大疆投资了另一家3D打印公司 ——智能派。值得注意的是，腾讯混元3D已接入拓竹的开源社区MakerWorld，用于生成模型。 此外，3D打印的"老大哥"创想三维透露，其位于深圳湾区之眼的全球旗舰店将于12月6日正式开业。就 在两个月前，9月30日，拓竹科技的首家线下旗舰店落地深圳万象城。短短60余天内，两大头部玩家集 体重押线下，整个行业呈现出一种久违的加速感。 此次大疆入股智能派，就被视为行业"强风向"。作为消费级硬件领域最成功的大厂之一，大疆的进入被 认为是其对消费级3D打印"未来潜力"的战略下注。大疆在回应中称，此次投资基于对消费级3D打印技 术与行业增长潜力的看好，是其前瞻性布局的一部分。 从资本动作到人才流动，从线下店扎堆到产业链全面活跃，3D打印正从"小圈子里的玩家游戏"走向大 众视野。更关键的是，当大厂开始布局、资本集中涌入、深圳产业链"整机两分钟一台"的速度优势被再 次看见。一位投资者向记者表示，消费级3D打印正出现类似智能手机在2010年前后的那种信号——一 个 ...

先是拓竹科技创始人陶冶在朋友圈的长文，将矛头直指大疆，原因疑似大疆投资了另一家3D打印公司——智 能派。值得注意的是，腾讯混元3D已接入拓竹的开源社区MakerWorld，用于生成模型。 此外，3D打印的"老大哥"创想三维透露，其位于深圳湾区之眼的全球旗舰店将于12月6日正式开业。就在两 个月前，9月30日，拓竹科技的首家线下旗舰店落地深圳万象城。短短60余天内，两大头部玩家集体重押线 下，整个行业呈现出一种久违的加速感。 从资本动作到人才流动，从线下店扎堆到产业链全面活跃，3D打印正从"小圈子里的玩家游戏"走向大众视 野。更关键的是，当大厂开始布局、资本集中涌入、深圳产业链"整机两分钟一台"的速度优势被再次看见。 一位投资者向记者表示，消费级3D打印正出现类似智能手机在2010年前后的那种信号——一个可能被称 为"iPhone时刻"的时间节点，悄然逼近。 深圳成消费级3D打印的"世界工厂" 深圳正在成为全球消费级3D打印产业最具竞争力的集群。从数据层面看，这里汇聚了创想三维、拓竹科技、 纵维立方、智能派等"四大天王"，撑起全球入门级3D打印机九成的市场份额；同时，也集中了快造科技、升 华三维、原子重塑、极光 ...

Core Viewpoint - The report from Shenwan Hongyuan highlights the maturation of 2D to 3D model conversion technology, which is expected to enhance the "playability" of consumer-grade 3D printing and stimulate demand in this sector [1] Group 1: AI Empowerment - The NanoBanana Pro version has improved image quality and resolution, significantly enhancing text rendering capabilities and supporting the fusion of 14 images to create new visuals, providing flexible and efficient tools for 3D printing creators [1] - Meta is leading the commercialization of multi-modal models with the release of SAM 3D, which can convert segmented image slices directly into 3D models, allowing for individual reconstruction of objects even in the presence of occlusions [1] Group 2: Technological Breakthroughs - Traditional 3D printers face inefficiencies with color/material switching, leading to waste and low success rates; several companies are innovating in smart multi-color printing technology [2] - Snapmaker's U1 model reduces the waiting time for switching tools from about two minutes to just five seconds, significantly saving material costs, having raised $2.022 million on Kickstarter [2] - TuoZhu Technology's system can accommodate up to six replaceable hot ends and supports the use of up to 24 materials in a single print, showcasing industry-leading heating technology [2] Group 3: Investment and Industry Ecosystem - DJI has invested in Shenzhen Intelligent Technology Co., holding a 5% stake, which specializes in SLA and FDM 3D printing technologies [3] - Meituan has become a shareholder in Shenzhen Fast Technology Co., indicating a trend of major companies investing in the consumer-grade 3D printing sector to enhance the industry ecosystem [3] Group 4: Demand Outlook - In the first three quarters of 2025, China exported 3.491 million 3D printers, nearing the total of 3.778 million units expected for the entire year of 2024 [4] - The export value of 3D printers from January to September 2025 reached 7.514 billion yuan, close to the projected 8.163 billion yuan for the full year of 2024, with expectations of reaching 10.7 billion yuan in 2025 [4] Group 5: Key Industry Players - Key components include Jiepu Te and Ruike Laser (lasers), Jinchengzi (control cards + galvanometers) [5] - 3D scanners include Sikan Technology and Obsidian Light [5] - Material suppliers include Haizheng Shengcai (raw materials) and Jialian Technology (filaments) [5] - Notable machine manufacturers include TuoZhu Technology (unlisted), Chuangxiang Sanwei (in IPO process), Anker Innovation, and Huina Technology [5]

在全球消费级3D打印市场，只有两种玩家：拓竹和其他。这句略显偏颇的评语，却足以说明业界对这 家"革新者"的偏爱。 这家成立于2020年的科技公司，用前沿的机器人技术彻底改写了桌面级3D打印的行业格局：在短短5年 时间内，便在全球消费级3D打印市场做到第一。把原本只属于工业车间的3D"硬核技术"，塞进了桌面 级小机身，拉开了业界期待多年的桌面3D打印革命序幕。 拓竹桌面级3D打印机。 在拓竹相关人士看来，未来3D打印机理应和冰箱、洗衣机一样，成为家庭选购清单上的新家电选项。 与之呼应的是宏观环境的风向：当下，国家将"培育壮大新质生产力、推进新型工业化"确定为经济工作 的主线，"人工智能+"、数字消费、智能制造等一揽子政策密集落地，3D打印也正被推向一个加速"出 圈"的关口。 11月12日，南都湾财社《湾财荟·湾企向"新"行》栏目联合产学研资多方走进拓竹科技，从一台桌面级 3D打印机出发，顺着企业成长的路径，一端看清消费级3D打印的新风口，另一端也思考一个更宏大的 命题：从华为、大疆、影石到拓竹，深圳企业如何在一轮又一轮技术浪潮中不断完成自我进化。 一 二是从硬件走向生态，把"不会建模"的难题拆开来解。大多数人不 ...

Core Insights - Recent reports suggest that拓竹科技 is nearing the completion of a new financing round with Tencent participating, potentially valuing the company at $10 billion [1] -拓竹科技 has denied the accuracy of the financing report [1] Company Overview -拓竹科技 was established in 2020 and is headquartered in Shenzhen, China, with R&D centers in Shenzhen and Shanghai [1] - The company's first product, the X1 series high-speed intelligent 3D printer, aims for top performance in the industry, achieving significant advancements in key performance metrics [1] Product and Technology Development - The X1 series printer incorporates multi-color printing and supports high-performance engineering plastics, bringing industrial-grade printing technology to consumer-level products [1] -拓竹科技's MakerWorld platform has integrated Tencent's混元 3D generation model, allowing entry-level users to quickly generate high-quality, printable 3D models through simple text and image inputs [2] - This integration significantly simplifies the modeling process, reduces design cycles, and enhances customization response speed [2] Partnership and Future Projections - In July 2023,拓竹科技 entered into a comprehensive partnership with Tencent Cloud, with MakerWorld fully integrating the混元 3D generation model [3] - Following this integration, the expected monthly usage is projected to exceed 100,000 calls [3]

Core Insights - SecureTech Innovations, Inc. reported a profitable third quarter for 2025, marking a significant milestone in its operational strategy and integration of AI UltraProd [4][9] - The company achieved revenue of $3.7 million, with a gross profit of $1.0 million, resulting in a gross margin of approximately 27% [9] - Net income attributable to shareholders was $490,999, a turnaround from a net loss of $93,708 in the same quarter of the previous year [9] Financial Performance - Revenue for the third quarter was $3.7 million, reflecting the first full quarter of consolidated results from AI UltraProd [9] - Gross profit reached $1.0 million, indicating a gross margin of about 27% [9] - The company reported net income of $490,999, compared to a net loss of $93,708 in the prior year quarter, marking its first profitable fiscal quarter [9] - Earnings per share (EPS) were reported at $0.01 basic [9] - The balance sheet was strengthened with total assets of $15.4 million and stockholders' equity of $10.4 million [9] Strategic Initiatives - The company is focused on executing its roadmap, which includes finalizing the recapitalization of the business, pursuing strategic acquisitions, uplisting to a national exchange, and spinning off Top Kontrol to unlock shareholder value [4] - The uplisting to the OTCQB Venture Market has enhanced visibility and credibility with investors [4] - Management expects continued revenue growth in the fourth quarter of 2025 as AI UltraProd scales production capacity and expands into new markets [5]

Group 1 - The 3D printing industry is experiencing a new wave of capital influx, with major companies like DJI entering the consumer-grade 3D printing market, indicating strong growth potential and industry prospects [1][2] - DJI's investment in the smart company specializing in light curing and fused deposition technology is expected to enhance market competitiveness and drive technological upgrades in the industry [1] - Other tech giants such as Meituan and Tencent are also deepening their investments in the 3D printing sector, with Meituan investing in Snapmaker and Tencent backing the company Creality, which aims to become the first publicly listed consumer-grade 3D printing company [1][2] Group 2 - The global 3D printing market is projected to reach approximately 170 billion RMB by 2024, with a compound annual growth rate of 18.5% over the next decade [2] - In the first quarter of 2025, global shipments of entry-level 3D printers are expected to exceed 1 million units, with Chinese suppliers contributing 95% of the market share [2] - In China, the production of 3D printing equipment increased by 40.5% year-on-year in the first three quarters, significantly outpacing growth in industrial robots and new energy vehicles [4] Group 3 - The demand for 3D printing is being driven by the IP economy and the trend of personalized collectibles, positioning 3D printing as a solution for the high demand for customized products [4] - A-share 3D printing concept stocks have shown strong performance, with over 90% of stocks in the sector experiencing price increases this year, and notable companies like Tiangong Co. seeing stock prices rise by approximately 374% [4] - Among 27 high-growth companies, 15 have recently attracted significant institutional interest, indicating a renewed recognition of the investment value in the 3D printing industry [5][6]

Core Insights - 3D printing technology is facing challenges in public awareness and application innovation as industrialization deepens and innovation-driven development strategies advance [2] - Guangzhou, as a key national city, has gathered significant research strength in fields like biomedicine, aerospace, and intelligent manufacturing, yet there remains a notable gap in technology dissemination [2] Group 1 - The "Guangzhou Science Popularization Forum" event is organized by the Guangzhou Science and Technology Association, aiming to enhance public understanding of 3D printing technology [2] - The live broadcast will take place on November 20 at 15:00, featuring expert insights on 3D printing [2][6] - Professor Xie Maobin from Guangzhou Medical University will present on the topic "Frontier Applications and Future Trends of 3D Printing Technology" to improve public knowledge and stimulate youth innovation [5][6] Group 2 - The live session will be available on multiple platforms, including the Science Popularization Guangzhou video account and Southern Metropolis Daily video account [6] - The event aims to support Guangzhou in building a world-class advanced manufacturing industry cluster [6]

Core Insights - Stratasys Ltd. has announced a partnership with Addion GmbH and Eyecer.at GmbH to implement a Digital Anatomy Solution for creating 3D-printed anatomical eye models for eyelid surgery training [1] Company Developments - The collaboration marks the introduction of Europe's first 3D-printed anatomical eye models, enhancing training for surgeons and medical students [1] - The solution has already been adopted by the Anatomical Institute of the University of Innsbruck, indicating a successful implementation in a medical education setting [1] Industry Impact - This innovation in medical training technology signifies a growing trend towards the use of 3D printing in healthcare, particularly in surgical training [1] - The adoption of such advanced training tools may improve surgical outcomes and enhance the skill set of medical professionals [1]

Core Points - Former Federal Reserve Governor Adriana Kugler's resignation was linked to violations of Fed ethics rules and an internal investigation [1][4] - Kugler's financial disclosures revealed undisclosed trading in individual stocks during prohibited periods, raising concerns about compliance with ethics regulations [3][9] - The resignation allowed President Trump to appoint an ally to the Fed, amidst calls for lower interest rates [5][6] Group 1: Resignation and Ethics Violations - Kugler's resignation on August 1, 2024, came after she missed a key policy meeting and sought a waiver for financial transactions [2][6] - The Office of Government Ethics is investigating Kugler's financial disclosures, which included trades made during blackout periods [4][12] - Kugler had previously acknowledged violations of trading rules related to her husband's stock trades [8] Group 2: Financial Disclosures and Trading Activity - Newly released documents showed Kugler engaged in prohibited trading activities in 2024, including transactions in stocks like Materialise NV and Apple Inc. [9][10] - Specific trades included the purchase of Cava shares just before a Fed meeting and the sale of Southwest shares on the eve of another meeting [10][11] - The Fed's Office of Inspector General confirmed an ongoing investigation into Kugler's financial activities [12][13] Group 3: Regulatory Response and Public Reaction - Following past trading scandals, the Fed implemented stricter trading rules for officials to enhance public confidence [13][15] - Senator Elizabeth Warren and Senate Banking Committee Chair Tim Scott called for increased transparency and accountability within the Fed [15][16] - The situation highlights ongoing concerns about the integrity and ethical standards of Fed officials [15][16]