Velo3D Inc. (NASDAQ:VELO) stock jumped on Tuesday after its strategic manufacturing partner, Mears Machine Corporation, announced a major defense contract win.Mears Machine Corporation revealed on Monday that it secured a long-term supply agreement with a major U.S. defense original equipment manufacturer to manufacture critical hardware for existing products and a new airframe platform. The 10-year agreement establishes Mears Machine as a strategic production supplier.The contract is expected to generate a ...

Core Viewpoint - Stratasys Ltd. has launched a qualification program for SAF™ PA12, a production-ready nylon material aimed at enhancing additive manufacturing in aerospace and industrial sectors [1] Group 1: Company Developments - The qualification program is designed to assist manufacturers in implementing selective absorption fusion technology [1] - This initiative supports modernization and reshoring efforts by enabling scalable and qualified additive manufacturing [1] Group 2: Industry Implications - The program is expected to address key use cases in the aerospace and industrial markets, facilitating advancements in manufacturing processes [1]

Core Viewpoint - Velo3D, Inc. has experienced a significant stock increase, reflecting positive market sentiment, particularly within the technology sector [1][3]. Recent Corporate Developments - Velo3D secured a $32.6 million contract with the Department of War under Project FORGE on December 22 [2]. - The company entered a Cooperative Research and Development Agreement with the U.S. Army's DEVCOM Ground Vehicle Systems Center on January 13 [2]. - Velo3D collaborated with Momentus Inc. on a 3D-printed fuel tank for space testing, announced on January 5 [2]. Technical Analysis - The stock is currently trading at $14.55, benefiting from broader upward momentum in the technology sector [3]. - Over the past year, Velo3D's stock has increased by 316.67%, indicating strong long-term momentum [4]. - The stock is trading 16% below its 20-day simple moving average (SMA), but 25.1% above its 50-day SMA and 81.2% above its 100-day SMA, suggesting a solid long-term uptrend [4]. Momentum Indicators - The Relative Strength Index (RSI) is at 46.57, indicating neutral territory, while the MACD is below its signal line, suggesting bearish pressure [5]. - These indicators reflect mixed momentum, with traders likely monitoring for potential bullish signals [5]. Earnings & Analyst Outlook - The next earnings report is anticipated on February 26, 2026 [6]. - The stock carries a Buy Rating with an average price target of $18, with recent analyst actions including a target raise by Lake Street to $18.00 [7]. - EPS is estimated to be a loss of 50 cents, with a revenue estimate of $8.50 million [7].

Industry Overview - 3D Printing, also known as additive manufacturing, has revolutionized product design and production since its introduction in the 1980s, allowing for unmatched precision, customization, and efficiency [1] - The technology has evolved from a prototyping technique to a scalable manufacturing solution, minimizing waste and enabling complex designs that traditional methods cannot achieve [2] Adoption and Benefits - Companies are increasingly adopting 3D Printing for rapid prototyping and on-demand production due to its cost-effectiveness, customization, precision, and sustainability compared to traditional manufacturing [3] - Localized production shortens supply chains and reduces transportation costs, while on-demand manufacturing eliminates the need for large inventories, which is particularly beneficial for industries with seasonal demand [3] Key Sectors - Adoption of 3D Printing is accelerating in key sectors such as healthcare, aerospace, automotive, and consumer goods, with applications ranging from lightweight aircraft components to patient-specific medical devices [4] Market Leadership - North America leads the 3D Printing market with over 35% share, driven by strong R&D investment, government initiatives, and advanced manufacturing infrastructure, while the Asia-Pacific region is rapidly expanding its adoption [5] Investment Opportunities - The 3D Printing sector presents compelling growth opportunities for investors, supported by an expanding addressable market and a strong innovation pipeline [5] - High-potential stocks in the 3D Printing space include NVIDIA (NVDA), AMETEK (AME), and Carpenter Technology (CRS) [6] Company Innovations - NVIDIA has significantly influenced the 3D Printing industry through its advanced AI and GPU technologies, enhancing efficiency and accuracy in manufacturing [7] - Notable collaborations include NVIDIA's partnership with HP's 3D Printing division, which utilizes NVIDIA's AI tool to optimize production processes [8] - NVIDIA is also backing startups like Freeform, which aims to create an AI-native, autonomous metal 3D printing factory [9] AMETEK's Capabilities - AMETEK is a leading producer of high-performance metal powders for additive manufacturing, offering a range of alloys tailored for various processes [13] - The company recently acquired Faro Technologies for $920 million, enhancing its precision scanning capabilities [15] ATI's Additive Manufacturing - ATI provides a full range of capabilities in the additive supply chain, including expertise in Electron Beam Melting and Direct Metal Laser Melting [16] - The company has commissioned a state-of-the-art facility for additive manufacturing, integrating design, printing, and inspection capabilities [18] Carpenter Technology's Additive Business - Carpenter Technology has built its additive capabilities through strategic acquisitions and operates an Emerging Technology Center for atomizing specialty alloys into metal powder [19] - The Carpenter Additive business is recognized for its versatile production of spherical, gas-atomized metal powders tailored for additive manufacturing [20]

Core Insights - Stratasys has launched a new Post Processing Partnership Program aimed at simplifying customer access to validated post-processing solutions within additive manufacturing workflows [1][2] - The program includes a commercial agreement with PostProcess Technologies, marking it as the first partner in this initiative [1][4] Group 1: Program Overview - The Post Processing Partnership Program is designed to reduce the complexity customers face when selecting and purchasing post-processing technologies [2][3] - Stratasys will curate and validate third-party solutions that are compatible with its systems, allowing customers to procure post-processing equipment alongside Stratasys products [3][4] Group 2: Benefits and Features - The program aims to optimize the entire additive manufacturing workflow, making post-processing easier to adopt and better integrated into production environments [4] - Customers can purchase validated post-processing solutions from PostProcess Technologies through Stratasys' global sales channels, streamlining the procurement process [4][5] Group 3: Industry Impact - PostProcess Technologies' solutions support various Stratasys technologies, enhancing consistency, throughput, and part quality in industries such as automotive, aerospace, dental, and consumer goods [5] - The partnership is expected to facilitate the deployment of proven post-processing solutions, addressing the growing complexity and volume in additive manufacturing [5]

Investment Rating - The industry investment rating is "Overweight" [7] Core Insights - 3D printing in the commercial aerospace sector significantly aids in cost reduction and efficiency improvement, with traditional rocket engines requiring thousands of parts, while 3D printing can reduce parts by 80% and costs by 90%, compressing production cycles from 6 months to 1 month [2][4] - The domestic 3D printing equipment has achieved industrial-grade application capabilities, with SLM metal printing precision surpassing 0.01 mm, meeting the manufacturing requirements for precision components like rocket engines [3] - The performance improvements and product iterations have led to a breakthrough in domestic 3D printing equipment orders, with exports reaching 3.7777 million units valued at 8.9 billion yuan in 2024, and nearly matching this figure in the first three quarters of 2025 [3] - The application of 3D printing technology in micro-nano satellite components shows significant advantages in mass production, supporting satellite industry launch plans [3][4] Summary by Sections - **Industry Overview**: 3D printing technology is becoming increasingly integrated into the commercial aerospace sector, with notable advancements in reducing component count and weight [4] - **Market Performance**: The domestic 3D printing equipment market is experiencing robust growth, with key players like Huazhu Gaoke and Plitel entering aerospace and new energy vehicle supply chains at competitive prices [3][5] - **Future Outlook**: The report anticipates strong growth for leading domestic 3D printing equipment companies as the market for medium and large reusable rockets and low-orbit satellite constellations develops [4]

记者丨 吴佳楠 编辑丨孙超逸 消费级3D打印正出现一种迹象，一个可能被称为"iPhone时刻"的时间节点，悄然逼近。 在线上社交平台，"3D打印根本停不下来""3D打印摆摊实现收入"的帖子层出不穷。 （新手用户3D打印玩偶手伴） 在线下实体空间，拓竹科技、创想三维的实体门店已成为许多家庭的"遛娃胜地"，各类酷炫又天马行空的模型摆件乃至生活用品，让更多消费 者发现——"3D打印居然可以这么玩"。 二级市场同样表现抢眼，截至1月23日收盘，2025年至今，A股3D打印指数（884119.WI）年内涨幅近90%，板块内个股几乎全线上涨，近七成 公司前三季度净利润正增长，呈现盈利与估值同步上扬的强势格局。 | F9 不复权 超级膏加 画线 工具 © » | | | | | | | | 3D打印指数 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 7405.09 +263.68 +3.69% | 2025/07/04 2020701723(438日)▼ ロ | WP | | | | | | 884119 | | | SSE 15:0 ...

Group 1 - The core viewpoint of the report is that the consumer-grade 3D printing market is experiencing rapid growth due to advancements in AI technology, automation, and domestic material substitution, leading to product upgrades and price reductions that stimulate market demand [1][2][3] Group 2 - The consumer-grade 3D printing technology primarily includes Fused Deposition Modeling (FDM) and stereolithography, with FDM being the mainstream technology, holding approximately 77% market share due to its simplicity and low cost [1] - The global consumer-grade 3D printing market is projected to grow significantly, with a CAGR of 20% for market size and 10% for shipment volume from 2020 to 2024, reaching a market space of hundreds of billions [2] - Domestic manufacturers are increasingly dominating the global market, holding over 90% market share, with a highly concentrated competitive landscape where the top five companies account for nearly 80% of the market [2] - The global market for 3D printing materials is expected to grow at a CAGR of 49.53% from 2020 to 2024, significantly outpacing the equipment sector, with domestic production of PLA materials expected to reduce import dependency [2] - AI technology is enhancing product capabilities, with improved hardware and software integration in devices leading to better printing stability and ease of use, while the modification of PLA materials remains a dominant trend [3] - The price of 3D printing equipment and materials has decreased to acceptable levels for end consumers, with payback periods for small businesses reduced to around two months [3] - Various companies are actively investing in the 3D printing ecosystem, which is expected to further catalyze industry demand growth [3]

Core Insights - PioCreat is showcasing its 3D printing solutions at AEEDC Dubai 2026, marking its first appearance in Dubai and highlighting its expansion into the Middle Eastern dental market [1][2] Group 1: Event Participation - PioCreat is participating in AEEDC Dubai 2026, a major global event for dental professionals and innovators [2] - The company is located at booth SAA16 in Trade Centre 2, offering live demonstrations and on-site consultations [1] Group 2: Product Offerings - PioCreat is presenting a comprehensive portfolio of 3D printing products for the dental sector [3] - The PioNext Mini is a portable all-in-one device that integrates printing and curing in a compact suitcase-like design (200×170×241 mm), capable of producing ceramic crowns in just 10 minutes [4] - The PioNext Ultra is an upgraded printer that enhances stability and consistency for batch printing applications, alongside other products like Sky 2025, DJ68, and UV02 [5] Group 3: Interactive Experience - The PioCreat booth features interactive exhibits and hands-on product demonstrations, allowing visitors to assess the quality of finished dental parts and engage in detailed consultations with application specialists [6] Group 4: Future Vision - PioCreat aims to strengthen global partnerships by providing reliable and user-oriented digital dentistry solutions, reaffirming its commitment to effective and accessible 3D printing technology for dental professionals [7] Group 5: Company Background - Founded in 2015, PioCreat 3D specializes in developing professional dental 3D printing systems, offering integrated hardware, software, and material solutions for efficient and precise digital workflows in dental practices and laboratories [8]

Core Insights - PioCreat will participate in AEEDC Dubai 2026, showcasing its dental 3D printing solutions for the first time in the Middle East [1] - The event is recognized as a global hub for dental professionals and technology innovators, marking a significant milestone in PioCreat's global expansion and focus on digital dentistry [1] Product Highlights - PioCreat will present a comprehensive portfolio of dental 3D printing products during the exhibition [2] - The PioNext Mini features a portable all-in-one design, allowing in-office production with a compact size of 200 × 170 × 241 mm, and can produce ceramic crowns in just 10 minutes [3] - The PioNext Ultra printer has been enhanced for improved stability and consistency in batch printing, alongside other products like Sky 2025, DJ68, and UV02, showcasing a complete dental 3D printing system [4] Immersive Experience - PioCreat's booth will feature interactive displays and hands-on product demonstrations, allowing visitors to assess the quality of finished dental pieces and engage in detailed consultations with application specialists [5] Future Vision - PioCreat aims to strengthen global partnerships by providing reliable and user-oriented digital dentistry solutions, reaffirming its commitment to empowering dental professionals with efficient and accessible 3D printing technology [6] Company Background - Founded in 2015, PioCreat 3D specializes in developing professional dental 3D printing systems, offering integrated hardware, software, and material solutions for efficient and precise digital workflows in dental clinics and laboratories [7]