Core Viewpoint - 3D Systems will participate in the 28th Annual Needham Growth Conference, presenting insights into their business and future strategies [1] Group 1: Company Overview - 3D Systems has been a pioneer in 3D printing and additive manufacturing for nearly 40 years, founded by Chuck Hull [2] - The company provides industry-leading 3D printing technologies, materials, and software across high-value markets including medical, aerospace, transportation, and AI infrastructure [2] - 3D Systems aims to transform manufacturing through innovative solutions and collaboration with customers [2] Group 2: Upcoming Events - The presentation at the Needham Growth Conference is scheduled for January 13, 2026, from 12:45 p.m. to 1:25 p.m. Eastern Time [1] - Dr. Jeff Graves, President and CEO, along with Phyllis Nordstrom, Interim CFO and Chief Administrative Officer, will be the presenters [1] - A live webcast and replay of the presentation will be available on the company's investor relations website [1]

Core Insights - The TwineX1 is the world's only industrial, digital, waterless yarn and thread dyeing system, enabling instant custom color production directly on the production floor [1][2] - Steakholder Foods Ltd.'s subsidiary, Twine Solutions, has sold the first TwineX1 system to the Textile Research Institute of Thuringia (TITV), marking a significant milestone in sustainable thread manufacturing [2][4] Company Overview - Steakholder Foods specializes in alternative proteins and 3D printing technologies, with a focus on transforming the food industry through innovative production machines [9] - Twine Solutions disrupts the textile industry with proprietary waterless dyeing technology, allowing on-demand color application and reducing environmental impact [10] Technology and Innovation - The TwineX1 system is under 13 feet in length and integrates an end-to-end process for digitally dyeing and lubricating yarns, making them ready for industrial use [3] - The technology eliminates conventional dye baths, significantly reducing waste and environmental impact while enabling agile and sustainable production [3][10] Collaboration and Research - TITV plans to integrate the TwineX1 into its research environment to develop new applications for the textile industry, supporting sustainable models without compromising quality [4] - The collaboration reflects the growing demand for eco-conscious manufacturing solutions, allowing for tailored textile solutions and efficient use of raw materials [5] Funding and Support - The purchase of the TwineX1 by TITV was funded by the Free State of Thuringia and co-financed by the European Union under the European Regional Development Fund (ERDF) [5]

Core Insights - Shenzhen has produced a number of globally impactful companies, showcasing a shift from "Made in China" to "Created in China" [2] - The 45th anniversary of Shenzhen Special Economic Zone marks a significant milestone in its rapid modernization and brand development [2][3] - The "Shenzhen Brand Development White Paper (1980-2025)" outlines the evolution of Shenzhen's brands and their internal logic and success factors [3][5] Group 1: Brand Evolution - Shenzhen's brand journey reflects a transition from manufacturing to innovation, with key phases including the emergence of local brands in the 1980s and 1990s, and the rise of autonomous brands in the early 2000s [7][10] - The current phase is characterized by cluster upgrades, with companies like Tencent, BYD, and DJI leading in various sectors [8][10] - As of now, Shenzhen has cultivated 1,220 notable local brands, including 13 billion-level brands and 7 trillion-level brands, with Tencent, Ping An, and Huawei each exceeding a brand value of 490 billion [10][11] Group 2: Economic Contributions - The 1,220 notable brands contribute 47.97% of the city's sales, 42.05% of tax revenue, and 32.87% of exports, serving as the backbone of Shenzhen's high-quality economic development [11] - These brands span critical sectors such as electronics, renewable energy, biomedicine, high-end equipment, financial services, and digital economy, forming a robust industrial structure [11] Group 3: Brand Development Factors - Shenzhen's brand success is attributed to a unique ecosystem supported by policy innovation, technological advancement, and collaborative industrial frameworks [15][16][19] - The government has played a crucial role in creating a conducive environment for brand growth through targeted policies and regulatory frameworks [16] - Innovation drives brand competitiveness, with companies investing over 10% of their annual revenue in R&D, fostering a comprehensive innovation ecosystem [17] Group 4: Global Expansion and Responsibility - Shenzhen brands have established clear pathways for international expansion, evolving from processing trade to localized operations and global standardization [20] - Social responsibility is ingrained in the corporate strategy, enhancing brand value and sustainability through practices like tax compliance and community support [21] Group 5: Future Outlook - The release of the white paper is a significant step in documenting Shenzhen's brand journey and providing strategic guidance for future brand development [31] - Shenzhen's brands are expected to continue thriving in emerging sectors like digital and low-altitude economies, contributing to the global narrative of Chinese brands [33][34]

Core Viewpoint - Lake Street Capital Markets raised its price target on Velo3D to $18 from $6 while maintaining a Buy rating, highlighting long-term structural tailwinds and improved balance sheet visibility [1] Group 1: Market Dynamics - The firm believes that despite the stock's recent rebound, investors have not missed the opportunity, citing sustained tailwinds such as manufacturing reshoring, America-First policy initiatives, rising defense spending, and a focus on securing domestic supply chains, which create a long growth runway for the company [2] - Velo3D has exposure to reshoring, aerospace and defense spending, and growth metrics that exceed peer averages, indicating meaningful upside potential from current valuation levels [4] Group 2: Management and Strategy - Many institutional investors are familiar with Velo3D by name, but fewer have fully appreciated the changes under the new management team, the revised strategy, or the accelerating momentum in aerospace, defense, and space end markets [3] - Recent financing activity has alleviated prior balance sheet concerns, supporting valuation expansion despite the firm adopting more conservative estimates [3]

Core Insights - The robotics industry in China is experiencing significant advancements, highlighted by Xpeng's humanoid robot performance, showcasing lifelike features enabled by PollyPolymer's bionic muscles [1] - PollyPolymer has established R&D partnerships with over 20 leading robotics companies in China, indicating a collaborative approach to innovation in the sector [2] - The company has developed specialized materials for humanoid robots that meet critical performance criteria, including high elasticity and superior wear resistance, with a modified molecular structure allowing for a 300% elongation rate [3] Company Overview - PollyPolymer, founded in 2017, is based in Suzhou, Jiangsu province, and has developed proprietary 3D printing technology that enhances printing speed by up to 100 times compared to traditional methods [4] - The company has around 10,000 material formulations and has achieved a production capacity of 2 million pairs of 3D-printed shoes, which is expected to double by 2026 [5] - Shoes currently account for 60% of PollyPolymer's total revenue, with the company aiming to increase the market share of 3D-printed shoes from less than 0.1% to 10% within seven years [5] Product Applications - PollyPolymer supplies components such as highly elastic soles and lightweight vamps to brands like Cole Haan, Skechers, and Peak Sport Products, and also produces entire shoes printed as a single piece [6] - The bionic muscles developed for Xpeng and joint cushioning kits for UBTech Robotics demonstrate the company's versatility in providing advanced materials for various robotics applications [3][6]

Core Insights - The A-share market's AI narrative is clearly defined by a "hardware-first" approach, with exponential growth in computing power driving significant revenue increases in hardware sectors like CPO, AI servers, and storage chips [1] - The focus is shifting from hardware to applications as the AI industry matures, with expectations for a dual explosion in performance and valuation for AI application companies in 2026 [1][2] - The advertising sector is leading the commercialization of AI applications, particularly in digital advertising, where companies are leveraging AI for operational efficiency and new revenue streams [1][2] Hardware Sector Performance - Industrial Fulian (601138.SH) reported a fivefold year-on-year revenue increase in AI server-related business, while Zhongji Xuchuang (300308.SZ) saw significant growth in optical module revenue [1] - The hardware infrastructure is expected to provide the necessary support for application layers, with several brokerages indicating a shift in investment opportunities from hardware to application sides in 2026 [1] Advertising Sector Developments - Applovin (APP.US) exemplifies the success of AI in advertising, with a stock price increase of up to 56 times since the launch of ChatGPT, and a 71% year-on-year revenue growth in Q1 2025 [2] - BlueFocus (300058.SZ) and Leo Group (002131.SZ) have also begun to realize AI advertising business revenue, benefiting from large existing businesses and rich data resources [2][3] Vertical Industry Applications - Companies in vertical industries such as industrial AI, tax services, and office automation are achieving significant revenue growth through AI integration [5][6] - Nengke Technology (603859.SH) reported AI business revenue of 335 million yuan, accounting for 30.79% of total revenue, driven by its AI Agent products [5] - TaxFriend (603171.SH) achieved a 42.33% year-on-year increase in net profit, attributed to AI-driven revenue growth and efficiency improvements [6] 3D Printing Innovations - The release of Google's Nano Banana Pro is expected to revolutionize the 3D printing industry by significantly reducing design cycles and costs, thus driving demand for raw materials [8] - Companies like Changjiang Materials (001296.SZ) and Yinbang Co. (300337.SZ) are positioned to benefit from the anticipated growth in the 3D printing sector [9][10] Future Outlook - The A-share AI investment landscape is expected to transition from hardware speculation to application performance validation in 2026, with companies that have deep industry knowledge and data barriers likely to see significant profit growth [10] - The common traits among successful AI application companies include strong industry expertise, focus on vertical scenarios, and clear monetization strategies [7][10]

SHENZHEN, Chine, 20 décembre 2025 /PRNewswire/ -- Une semaine après son lancement sur Kickstarter, la Photon P1 d'Anycubic a attiré plus de 1 200 clients et recueilli près de 880 000 US$, ce qui témoigne d'une forte demande initiale pour une nouvelle catégorie d'imprimantes résine 3D sur bureau, conçues pour des flux de travail de niveau production. Lancée au cours du salon Formnext 2025, la Photon P1 est un système d'impression par résine de nouvelle génération conçu pour combler le fossé entre la commodit ...

Core Insights - The 3D printing brand Qingliang Zhizao has completed its angel round financing, led by Hai Xin Capital, a fund under a leading laser listed company, with Nanshan Zhanxin Investment participating [1] - Qingliang Zhizao was founded in April 2025 by Wang Zhiyu, who previously worked at Anker 3D printers and has a background in mechanical design [1] - The company aims to focus on the niche market of 3D printing for mass production, with its first product expected to launch in the European and American markets in the first half of 2026 [1] - The global consumer-grade FDM 3D printer market is approximately 50 billion yuan, with the SMB market size around 10 billion yuan, targeting this significant market [1] - The company claims to enhance the ROI for business owners to nearly 10 times the current level [1] Company Development - Wang Zhiyu emphasized the support received during his time at Anker, which broadened his perspective on the industry [2] - The funding will be invested in industrialization and technology research and development to inject more possibilities into the 3D printing industry [2]

Core Insights - The AI boom is shifting towards specialized applications in warehouse robotics, cybersecurity, and industry-specific models, creating investment opportunities for funds like the ALPS Disruptive Technologies ETF (DTEC) [1][2] Group 1: Investment Opportunities - Gartner's report indicates a move from general-purpose AI tools to specialized applications in three key areas: robotics, security, and industry-specific AI models [2] - DTEC has an equal-weight structure across 10 technology themes, providing exposure to these specialized applications [2] - The fund allocates 10.6% of its portfolio to robotics and AI, with an additional 9.8% in Internet of Things technology [3] Group 2: Performance and Structure - DTEC's year-to-date performance is 6.7%, and the fund charges a 0.50% expense ratio [4] - The fund divides 100 stocks equally among its 10 themes, ensuring no single technology dominates the portfolio [4] Group 3: Sector Allocations - The cybersecurity theme constitutes 10.2% of DTEC's portfolio, aligning with Gartner's prediction that over half of enterprises will adopt AI security platforms by 2028 [5] - Healthcare innovation makes up 9.3% of the fund, targeting medical AI applications, with a forecast that 60% of enterprise AI models will focus on specific industries by 2028 [6] - Clean energy and smart grid technology represent the largest allocation at 10.87%, followed by 3D printing at 10.3% and cloud computing at 10.1% [6] Group 4: Fund Composition - DTEC holds $83.2 million in assets, with 66.4% of holdings in U.S. companies and the remainder in China, Israel, Japan, and the Netherlands [7] - Top positions include Vestas Wind Systems, Intuitive Surgical, AeroVironment, Stratasys, and SolarEdge Technologies [7] - Information technology stocks account for 48.8% of the portfolio, followed by industrials at 16.6% and financials at 15.2% [7]

Market Overview - Australian shares have increased by +0.5% in futures, marking the first rise this week, influenced by positive trends in Wall Street [1] - The U.S. economic data showed core consumer prices rising by 2.6% in November, while overall CPI increased by 2.7%, impacting Federal Reserve's rate cut plans [2] U.S. Market Performance - The Dow Jones rose by +0.1%, the S&P 500 increased by +0.8%, and the Nasdaq composite surged by +1.4%, breaking a four-day losing streak [3] Central Bank Actions - Japan's central bank is expected to raise rates to 0.75%, contrasting with the Federal Reserve's easing plans, which may influence the Reserve Bank of Australia [4] Company News - Meg O'Neill has been appointed as the first female CEO of BP, leaving her position at Woodside Energy, which saw its shares drop by -2.7% following the announcement [5] - ANZ Group may retain executive pay despite shareholder dissatisfaction over compliance failures, indicating potential negotiations for a middle ground [6] - Boss Energy's shares plummeted by -24% after a negative update on uranium extraction, indicating lower grade and more challenging extraction processes [7] - Amaero Ltd secured a $4.6 million order for refractory powder from Titomic as part of a five-year partnership, with shipments expected in Q3 and Q4 FY26 [7] Commodity Prices - The Australian dollar is trading at 66.1 U.S. cents - Iron Ore prices increased by +1.3% to $105 per tonne, while Brent Crude remained stable at $59.72 per barrel, and Gold is priced at $4,333 per ounce [9]