Core Insights - Yangpu District is transforming from an industrial area to an innovation hub, focusing on integrating various innovation resources and fostering a vibrant ecosystem for technological advancements [1][11]. Group 1: Innovation and Research - The "Yang's Digital Innovation Zone" plan outlines 23 key tasks aimed at enhancing innovation across the district, promoting a free flow of innovative elements [1]. - Yangpu District leverages its proximity to universities like Fudan University to foster collaboration between research teams and industry, resulting in 26 papers published in major international journals in the first half of the year [2]. - The district supports high-level innovation platforms, including the Shanghai Mathematics and Interdisciplinary Research Institute, to enhance research capabilities and entrepreneurial support [3]. Group 2: Economic Development - Yangpu District is home to over 8,300 digital economy enterprises, contributing more than 40% of the district's tax revenue and over 60% of its revenue, establishing itself as a key growth area for Shanghai's digital economy [4]. - The online new economy sector, particularly software and information services, reported revenues of 289.07 billion yuan in the first nine months of the year, marking a 27.4% year-on-year growth [7]. Group 3: Innovation Ecosystem - The district has established a comprehensive innovation and entrepreneurship system, exemplified by the growth of companies like Shangmi Technology, which has expanded from a small office to a global enterprise [4]. - Yangpu District promotes collaboration between universities and industries through initiatives like the "City's Immersive Scene Innovation Center" with Huawei, enhancing the integration of education and industry [5]. Group 4: Future Industry Development - Yangpu is actively developing new industries such as brain-like intelligence and embodied intelligence, with the establishment of the first future industry cluster in Shanghai focused on brain-like intelligence [8]. - The district aims to attract 100 AI companies to the AI Agent Industrial Park over the next three years, fostering a new ecosystem that integrates AI with various industries [8]. Group 5: Innovation Index and Support - The Yangpu Innovation Index has shown a stable growth rate of 12.9% annually over the past nine years, reflecting the district's increasing capacity for technological innovation [10]. - In 2024, the district's R&D investment intensity is projected to reach 4.83%, with a notable increase in the number of patents per capita, indicating a robust innovation environment [10].

公司方面，据中证报表示，A股相关概念股主要有东睦股份、悦安新材等。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 据中证报报道，美国弗吉尼亚大学研究团队首创了一种新型3D打印材料。该材料与人体免疫系统兼 容，有望推动人工器官移植和药物递送等诸多医疗技术实现快速、安全发展。 展望未来，该材料可能 与其他材料结合，制造具有不同化学成分的3D打印产品，可拓展固态电池。例如，与现有固态聚合物 电解质相比，新材料在室温下展现出更高的电导率和拉伸性，凸显了其作为先进电池技术中高性能固态 电解质的潜力。团队表示将继续探索其在固态电池技术中的应用前景。 中证报指出，3D打印作为行业变革性技术，已处于产业化拐点的前夕。在技术降本、标准完善、需求 增加的助力下，3D打印技术在各个领域的应用越来越广泛，推动制造业迈入智能制造时代，在医疗、 教育、建筑等产业领域也展现出巨大的潜力和前景。 机构认为，3D打印的性能和成本优势进一步凸显，加快技术渗透率的提升。2024年中国3D打印市场规 模突破630亿元，较过去十年增长30倍，预计2029年将超1000亿元，带动上下游产业链规模超3000亿 元。 ...

Group 1: Huawei Mobile - Huawei will hold a launch event for the Mate 80 series and Mate X7 on November 25, showcasing significant upgrades in performance, imaging, and innovative technology [1] - The Mate X series has established Huawei as a leader in the foldable smartphone market, holding nearly 70% market share in China, with a year-on-year growth of 17.8% in shipments [1] - Global shipments of foldable smartphones are projected to reach 70 million units by 2027, with a compound annual growth rate exceeding 40% [1] Group 2: Low-altitude Economy - The 2025 Asia General Aviation Exhibition will take place from November 27 to 30, featuring over 300 companies from 21 countries, emphasizing the theme of exploring low-altitude possibilities [2] - The low-altitude economy is in its early development stage, with significant potential in infrastructure and aircraft manufacturing, particularly in drones and eVTOLs [2] - The maturity of technology is expected to shorten product development and certification cycles, leading to imminent commercial operations and expanded application scenarios [2] Group 3: Nuclear Fusion - The Chinese Academy of Sciences has launched an international scientific program focused on nuclear fusion, opening multiple leading experimental facilities for global collaboration [3] - Controlled nuclear fusion aims to replicate the energy release from hydrogen nuclei fusing into helium, providing a clean, safe, and virtually limitless energy source [3] Group 4: 3D Printing - A new 3D printing material developed by the University of Virginia shows compatibility with the human immune system, potentially advancing organ transplantation and drug delivery technologies [4] - The 3D printing industry is on the verge of significant transformation, with the market expected to exceed 63 billion yuan in 2024, growing 30 times over the past decade [4] - By 2029, the 3D printing market is projected to surpass 100 billion yuan, driving the growth of the entire supply chain beyond 300 billion yuan [4] Group 5: Aerospace - The Chinese Academy of Sciences is implementing a space exploration satellite program during the 14th Five-Year Plan, focusing on major issues like the origins of the universe and life [5] Group 6: Macro and Industry News - Fifteen cities in China will receive national policy support in the field of international consumption [5] - New regulations have been established for low-altitude flight management systems to enhance oversight [5] - Shanghai has introduced measures to accelerate the review and approval process for innovative drug clinical trials [5] - Heilongjiang Province aims to achieve a new energy storage capacity of over 6 million kilowatts by 2027 [5] - The investment fund for humanoid robots in Hubei Province has increased to 5.25 billion yuan [5]

深圳商报首席记者 袁静娴 此外，还有NAS赛道新秀 Zettlab 的出现，把大疆工程体系中的"端侧智能"方法论转写进AI私有化存 储。其创始人郭亚楠坦言，大疆时期的经历让他看到了未来数据洪流下真正的机会，因此能够跨越硬 件、软件、算法和存储四个体系，做出今天Kickstarter众筹即破140万美元的产品。 更长的名单还在不断延展，其中既有做割草机器人的松灵机器人，也有做工业无人机的科比特，做电动 牙刷的一晤未来，做AI触觉传感器的墨现科技，以及做户外清洁机器人的纵贯创新等。这些企业分布 在完全不同的硬件赛道，看似毫无关联，却都呈现出一种惊人的一致性——技术驱动、系统能力强、迭 代速度快、能迅速在全球市场形成话题。 换而言之，他们虽然离开了大疆，但又把"大疆方法论"带入了更多行业。 近日，一则来自拓竹科技创始人陶冶的朋友圈长文，让向来以低调著称的"大疆系"人才罕见地出现在公 众视野。 陶冶在长文中直指老东家大疆投资了一家与拓竹同赛道的3D打印公司。在这则长文讨论之外，引起了 公众对另一个核心问题的关注：为何从大疆走出的创业者如此亮眼？他们为何频繁在细分硬件领域打出 爆款？又是什么构成了"大疆系创业"这一独特 ...

据数据宝，业绩数据方面，今年前三季度，净利润同比增长（含扭亏为盈）的3D打印概念股有24只， 英诺激光、楚江新材、奥比中光-UW、铂力特、银禧科技净利润增速居前；其中，英诺激光前三季度实 现净利润0.22亿元，同比增长24.65倍。 这24只业绩增长的概念股中，截至11月24日收盘，滚动市盈率低于30倍的有6只，分别为立中集团、伊 之密、亚厦股份、永利股份、爱迪特、长江材料。 从二级市场表现来看，以11月24日收盘价与年内高点相比，上述这24股平均回撤幅度为21.22%。华工 科技、美瑞新材回撤幅度均超过30%。能之光、锐科激光、久日新材、英诺激光、爱迪特的回撤幅度均 介于25%至30%之间。 ...

Group 1 - A research team from the University of Virginia has developed a new type of 3D printing material that is compatible with the human immune system, potentially advancing artificial organ transplantation and drug delivery technologies [1] - The breakthrough has been published in the latest issue of the journal Advanced Materials, indicating its significance in the field [1] - The new material may be combined with other materials to create 3D printed products with varying chemical compositions, expanding its applications [1] Group 2 - Compared to existing solid polymer electrolytes, the new material exhibits higher conductivity and tensile strength at room temperature, highlighting its potential as a high-performance solid electrolyte in advanced battery technologies [1] - The research team plans to continue exploring the material's applications in solid-state battery technology [1] Group 3 - In the A-share market, over 40 companies are involved in the 3D printing industry, with 24 companies reporting year-on-year profit growth in the first three quarters of the year [1] - Notable companies with significant profit growth include Inno Laser, Chuangjiang New Material, and others [1] - Among the 24 companies with profit growth, 6 have a rolling price-to-earnings ratio below 30, indicating potential investment opportunities [1]

据科技日报，美国弗吉尼亚大学研究团队首创了一种新型3D打印材料。该材料与人体免疫系统兼容， 有望推动人工器官移植和药物递送等诸多医疗技术实现快速、安全发展。这一突破性成果发表于最新一 期《先进材料》期刊。展望未来，该材料可能与其他材料结合，制造具有不同化学成分的3D打印产 品，可拓展多种应用。例如，与现有固态聚合物电解质相比，新材料在室温下展现出更高的电导率和拉 伸性，凸显了其作为先进电池技术中高性能固态电解质的潜力。团队表示将继续探索其在固态电池技术 中的应用前景。证券时报·数据宝粗略统计，A股市场超过40家公司布局3D打印行业。今年前三季度， 净利润同比增长（含扭亏为盈）的3D打印概念股有24只。英诺激光、楚江新材、奥比中光-UW、铂力 特、银禧科技净利润增速居前。这24只业绩增长的概念股中，截至11月24日收盘，滚动市盈率低于30倍 的有6只，分别为立中集团、伊之密、亚厦股份、永利股份、爱迪特、长江材料。 ...

拓竹2024年营收55-60亿元，净利润近20亿元。最近，已接近完成新一轮融资，腾讯参投，估值将达到100亿美元。 同时期，智能派2024年营收16亿元，预计2025年营收突破25亿元。大疆直指拓竹，在投资协议中明确：未来三年内营收要超过50亿元。 ©️懂财帝出品 · 作者｜嘉逸 1600亿估值，全球消费级无人机巨头大疆，盯上了300亿市场规模的3D打印生意。 近期，大疆前员工、拓竹科技创始人陶冶，"炮轰"老东家。 陶冶在朋友圈发"小作文"爆料：大疆投资了一家3D打印公司（智能派），协议中特别安排了拓竹相关的条款。 据悉，拓竹2024年营收超过55亿元。大疆要求，未来三年内智能派营收要超过50亿元。目标很明确，直指拓竹。 但，大疆为何特殊针对拓竹？ 此外，值得注意的是，2024年大疆营收约800亿，净利润约120亿。今年，大疆继续"跨界"进击，久谦咨询称，2025Q3其在全球全景相机市场的占有率达 到43%，逼近影石（49%）。 大疆，充满前景。但似乎确如陶冶所言，核心员工也在流失。2025年内，大疆至少有8位研发和销售重要员工离职，他们为何出走？ | | | | 大疆离职员工创业情况 | | | | --- ...

Core Viewpoint - Changjiang Materials (001296) experienced significant stock price fluctuations, with a cumulative increase of over 20% in two consecutive trading days, attributed to the strength of the 3D printing concept in the market [1] Group 1: Stock Performance and Shareholding Changes - The stock price of Changjiang Materials hit the daily limit increase in the last two trading days, coinciding with a share reduction by the controlling shareholder, Xiong Ying, who sold 190,000 shares on November 21 [1] - Xiong Ying's previous share reduction on October 15 involved selling 500,260 shares, representing 0.3344% of the total share capital, leaving him and his associates with a combined holding of 60.0001% of the total shares [1] - During the period from November 7 to November 13, Xiong Ying further reduced his holdings by 1.1245%, selling a total of 1,682,226 shares, which included both centralized bidding and block trading [2] Group 2: Market Context and Related Developments - The surge in Changjiang Materials' stock price is linked to the overall rise in the 3D printing sector, with other companies like Jinchengzi and Haizheng Materials also seeing stock price increases [1] - The launch of the NanoBananaPro image generation model by Google's subsidiary, which can convert photos into 3D images, is seen as a contributing factor to the heightened interest in 3D printing technologies [1] - Despite media reports suggesting that the leading domestic 3D printing company, Tuozhu, received investment from Tencent at a valuation of $10 billion, the founder denied any ongoing financing activities [1]

Core Viewpoint - The article emphasizes the importance of creating products that genuinely satisfy users rather than settling for mediocre solutions. It discusses the evolution of the 3D printing industry, particularly focusing on Atom Reconstruct's innovative approach to multi-color printing and its competitive positioning against strong rivals like Tuo Zhu. Group 1: Product Development and Innovation - Atom Reconstruct has introduced a new "carousel nozzle library" approach to multi-color printing, which is more complex but aims to enhance user experience and efficiency [6][12][14] - The company has completed two rounds of financing and is currently expanding its team to nearly 200 members, indicating strong growth and investment in product development [6][19] - The expectation is to begin mass production and shipping of their product by early next year, with a crowdfunding campaign planned to gauge market interest [7][8] Group 2: Market Potential and Competitive Landscape - The global market for consumer-grade 3D printers is projected to reach 20 million units in five years, highlighting significant growth potential in the industry [21][30] - The article notes that the penetration rate of traditional inkjet printers in developed markets is around 60%, suggesting that 3D printers have substantial room for growth [21] - Atom Reconstruct aims to differentiate itself by focusing on user experience and product functionality rather than competing solely on price [25][27] Group 3: Technical Challenges and Solutions - The multi-nozzle system presents challenges in terms of cost and complexity, but Atom Reconstruct believes its design can achieve better efficiency and material savings compared to competitors [12][43] - The company has identified and is addressing key technical issues, such as the stability of the nozzle switching mechanism, to ensure high-quality output [15][44] - Future developments may include more advanced solutions for material usage and color application, indicating a commitment to ongoing innovation [31][32] Group 4: User Experience and Content Ecosystem - The article discusses the importance of a rich content ecosystem for 3D printing, suggesting that as hardware capabilities improve, the variety of available models will also expand [33][35] - Atom Reconstruct is focused on building a platform that encourages user creativity and offers a wide range of models, which is essential for attracting a larger customer base [40][42] - The company recognizes the need to protect creators' rights and is actively engaging with top creators to enhance its content offerings [39][40]