技术起源铸辉煌，自主创新破难题 说起航空航天这些高精尖领域，总绕不开大型钛合金零件的制造难题，以前那种老办法，铸造锻造热处 理再铣削，一套下来费时费力，材料浪费一大堆，成本高。 华中科技大学张海鸥教授团队从上世纪90年代中后期就开始钻研金属3D打印，早年尝试激光熔化粉 末，结果强度不够，内部缺陷多，基本成不了气候。 但他们没轻易认输，转而琢磨怎么把铸造和锻造合到一起，用电弧做热源，普通焊丝当原料，高频锤边 打印边敲击，晶粒直接细化到微米级，气孔裂纹几乎没了。这样一来，零件强度和韧性不输传统锻件， 甚至还更好点。 材料利用率从不到一成跳到九成以上，成本直线下降到原来的几分之一。更牛的是，能打印出带复杂内 部通道的结构件，传统锻造根本做不到那种精度和自由度。 美方求购三碰壁，中方禁令护核心 这项铸锻铣一体化技术，核心就在于把三道工序挤到一台设备上，一次成型，省去了中间转运和多次加 热的麻烦。想想看，传统生产线得占地大，设备多，工人还得干重活，现在一台机器搞定，占地小，能 耗低，操作起来简单多了。 团队从2009年国家数控机床重大专项启动后，全力投入，经历了无数次试验调整。2013年搞出首批小样 件，证明可行；到2 ...

Core Viewpoint - The establishment of the Wilarie Research Institute marks a significant step for Wilarie in advancing the research and production of strategic frontier new materials and equipment, aligning with China's manufacturing power strategy [1] Group 1: Company Overview - Wilarie is a national high-tech enterprise invested by Xuzhou Mining Group, primarily engaged in the research and production of metal 3D printing powders [1] - The company has been recognized as a national science and technology reform enterprise and a national specialized and innovative "little giant" enterprise, receiving various honors such as "Advanced Unit Supporting National Defense Construction" and "National Intellectual Property Advantage Enterprise" [1] - Wilarie is a global leader in providing comprehensive solutions for metal additive manufacturing, with notable projects including the "Su Chao" championship trophy made from aerospace-grade titanium alloy through ultra-fine 3D printing [1] Group 2: Product and Market Position - Wilarie focuses on high-temperature alloys, titanium alloys, mold steels, and aluminum alloys for additive manufacturing, holding a leading market share in its main product categories [2] - The company boasts a 100% localization rate for high-end intelligent equipment and key components, achieving world-leading standards [2] - Wilarie has accumulated data from 70,000 furnace runs and has obtained certifications such as ISO9001, AS9100D, and ISO13485, along with three-class medical device registration and CNAS national laboratory certification [2] Group 3: Research and Development Focus - The mission of the Wilarie Research Institute is to create "metal materials for the Chinese people," focusing on strategic new materials and intelligent new equipment for additive manufacturing [2] - The company aims to enhance core functions and competitiveness through continuous research and technological breakthroughs in frontier materials [2] - During the unveiling ceremony, the Yangtze River Delta Advanced Materials Research Institute and Nanjing University of Science and Technology awarded the research institute with titles such as "Joint Laboratory for High-Performance Powder Alloy Preparation" and "Jiangsu Province Graduate Professional Practice Base" [2]

Core Insights - AVIC Mite has recently completed a Series C equity financing round, led by Hunan Energy Group Xiangtou Private Equity Fund Management Co., Ltd., with additional investments from Changde Derun Industrial Development Co., Ltd. and Hunan Caixin Capital Management Co., Ltd., along with increased investment from its major shareholder Beijing Jingcheng Electromechanical Holding Co., Ltd. [1][3][4] Financing Purpose - The funds from this financing round will primarily be used for the construction of a new production base for aluminum-titanium lightweight alloy powder, leveraging the company's dual advantages in atomization powder equipment and material processes [3][4] - The new facility is expected to add 2,000 tons of metal 3D printing powder capacity, further solidifying the company's leading position in the metal 3D printing powder materials industry [3][4] Company Overview - AVIC Mite is a state-owned enterprise under Beijing Jingcheng Electromechanical Holding Co., Ltd., recognized as a benchmark enterprise for "Science and Technology Reform Enterprises" by the State Council and a national-level specialized and innovative "little giant" enterprise [6] - The company focuses on two main businesses: metal 3D printing equipment and powder materials, having developed a complete technical loop from alloy material design to application process verification over ten years [6][10] Product and Technology Development - AVIC Mite has established a product system covering nine major alloy series and over 200 grades, achieving multiple technological breakthroughs and domestic substitutions in key materials such as high-temperature alloys, titanium alloys, and aluminum alloys [8] - The company has successfully developed over ten models of metal 3D printers, with forming sizes ranging from φ100×80mm to 1500×1500×1500mm, catering to diverse needs from research to mass production [10][12] Market Applications - The company's products are widely used in high-end manufacturing fields, including aerospace complex components, medical implants, and industrial molds, with a global installed capacity exceeding 150 units [10][12]

Core Insights - The fourth Zhongshan Entrepreneur Day highlighted over a hundred "specialized, refined, distinctive, and innovative" enterprises, showcasing their role as new engines driving high-quality development in Zhongshan's manufacturing sector [1][3][4]. Group 1: Specialized Enterprises - "Specialized, refined, distinctive, and innovative" enterprises are considered the "hidden champions" and "potential stocks" within the small and medium-sized enterprise sector, excelling in their respective niche markets [4]. - Zhongshan has a total of 58 national-level "specialized and innovative" small giants, with over 860 provincial-level specialized enterprises expected by 2024 [6]. - The Ministry of Industry and Information Technology recently announced the seventh batch of "specialized and innovative" small giants, with 19 from Zhongshan, marking the sixth highest in the province and a historical high for two consecutive years [6]. Group 2: Innovation and Technology - Companies like Zhongshan Xiaoshentong Innovation Technology Co., Ltd. and Bodon Optoelectronics Technology Co., Ltd. are leading in their fields, with the former launching an AI-assisted mobility robot and the latter focusing on high-precision ion beam equipment [6][9]. - Guangdong Taili Technology Group has developed proprietary nano fluid protective materials, breaking foreign monopolies in high-end protective materials, with multiple patents secured [9]. - Guangdong Hanbang Laser Technology Co., Ltd. specializes in metal 3D printing equipment and has achieved significant advancements in the industry, including the development of large-scale multi-laser 3D printing equipment [9]. Group 3: Digital Transformation - Zhongshan's government has committed at least 5 billion yuan to support the digital and intelligent transformation of the manufacturing sector, emphasizing the importance of embracing digitalization for survival and growth [10]. - Companies are increasingly recognizing that digital transformation is essential, with plans to achieve smart factory goals by 2026, enhancing automation and operational intelligence [10]. Group 4: Business Environment - The business environment in Zhongshan has improved significantly, with government support facilitating rapid project approvals, exemplified by an 8-minute turnaround for construction permits [12]. - Entrepreneurs expressed that a good business environment is characterized by a responsive government that addresses their needs and fosters open communication [12].

Core Insights - The "Shared Doctor" initiative in Chengdu's Xindu District addresses the shortage of high-end research talent in small and medium-sized enterprises, particularly in the metal 3D printing industry [1][2] - The program has successfully attracted over 190 PhDs from various fields since its launch in 2024, facilitating collaboration between academia and industry [1][3] Group 1: Shared Doctor Initiative - The "Shared Doctor" program allows professional PhDs to provide technical support to enterprises through project-based collaboration [1][2] - The initiative has led to the establishment of a dynamic "PhD resource pool" and "enterprise technology demand database," enabling AI-driven matching between companies and PhDs [2] Group 2: Impact on Industry - The program has facilitated 38 collaborative projects between universities and enterprises, addressing 16 technical challenges in areas such as aerospace engine blade development and complex 3D printing [3] - The initiative has generated an additional industrial output value of 120 million yuan [3]

Group 1 - Chengdu Xinsai Aerospace Technology Co., Ltd. is facing challenges in attracting high-end research talent, which is critical for keeping pace with technological advancements in the rapidly growing metal 3D printing industry [1] - The "Shared Doctor" initiative launched by the New District Talent Office provides specialized doctoral support to companies, helping them tackle technical challenges through project-based collaboration [1][2] - The collaboration between Dr. Men Zhengxing from Chengdu Aviation Vocational and Technical University and Chengdu Xinsai has led to a 12% improvement in the printing precision of large thin-walled components [1] Group 2 - Since the launch of the "Shared Doctor Plan" in 2024, over 190 doctoral professionals from various fields have been attracted to the New District [1] - The New District Talent Development Service Center has established a dynamic "Doctor Resource Pool" and "Enterprise Technology Demand Database" to facilitate better communication and collaboration between companies and doctoral professionals [2] - The "Shared Doctor Plan" has resulted in 38 collaborative projects between universities and enterprises, overcoming 16 technical challenges in areas such as aerospace engine blade development and complex component 3D printing, generating an additional industrial output value of 120 million yuan [3]

Core Viewpoint - The article emphasizes the importance of the "dual carbon" goals and sustainable development, highlighting how the manufacturing industry, particularly through companies like Platinum Technology, is actively pursuing green transformation and implementing ESG principles to drive future growth and value [1]. Environmental Aspects: Green and Low-Carbon Initiatives - Platinum Technology focuses on green low-carbon and circular development, contributing to sustainable industrial growth [2]. - The company has innovated in green production by utilizing metal 3D printing technology, which significantly reduces harmful gas emissions and energy consumption compared to traditional manufacturing methods. The introduction of the BLT automated production line aims to create a closed-loop powder circulation system, reducing carbon emissions by 56.5% and up to 80% when combined with argon gas recovery [3]. - In product design and innovation, the company employs 3D printing for various components, enhancing efficiency and reducing resource consumption. The introduction of multi-laser systems has improved production speed and material utilization, while new raw materials have been developed for specific applications, further promoting green manufacturing [4]. - The application of metal 3D printing technology has expanded across various sectors, including footwear, bicycles, commercial aerospace, and robotics, achieving significant reductions in carbon emissions and material waste [5]. Social Responsibility: Corporate Commitment - Platinum Technology demonstrates a strong commitment to corporate social responsibility through talent development, with 398 training sessions conducted in 2024 to enhance employee skills and career growth [8]. - The company is actively involved in collaborative projects that promote economic growth and industry development, with significant investments in new facilities and production capabilities, including a projected annual powder production capacity of 3,000 tons [9]. - Support for education and research is evident through partnerships with universities, providing scholarships and funding for innovation competitions, thereby contributing to the advancement of education and research [10]. Corporate Governance: Strengthening Foundations - The company prioritizes research and development, with a 2024 R&D investment of approximately 211.3 million yuan, representing 15.94% of revenue. It has filed 646 patents, with 375 granted, showcasing its commitment to innovation [12]. - Data security and intellectual property protection are emphasized through comprehensive management systems and training programs aimed at enhancing employee awareness [13]. - Platinum Technology adheres to strict ethical standards and compliance measures, including anti-bribery policies and risk management frameworks, ensuring sustainable and responsible business operations [14].

Core Viewpoint - The company Plater (688333.SH) is facing a dilemma of increasing revenue without corresponding profit growth, as evidenced by its recent financial reports [1][2]. Financial Performance - In Q1, the company reported a record revenue of 227 million yuan, but net profit turned from a profit of 957,500 yuan to a loss of 14.95 million yuan, with a non-recurring net loss expanding by 89.99% to 27.02 million yuan [1]. - For the full year 2024, the company achieved a revenue of 1.326 billion yuan, a year-on-year increase of 15.02%, while operating profit decreased by 15.73% [1]. Cost Pressure - The key factor behind the reverse trend of revenue and profit is the significant increase in operating costs, which rose by 36.31%, amounting to an increase of 220 million yuan [3]. - The company's gross profit margins have been pressured due to rising costs, particularly in sectors such as aerospace and industrial applications, where gross margins decreased by 11.06% and 9.81%, respectively [4]. Product Performance - Despite the overall decline in gross margins, the company's self-developed products saw steady revenue growth, with customized 3D printing products, self-developed 3D printing equipment, and raw materials increasing by 23.51%, 4.99%, and 41.38%, respectively [4]. - The company experienced a significant 58.47% growth in overseas markets, with foreign market gross margins remaining high at 55.89% [4]. Strategic Initiatives - The company is accelerating its capacity expansion to enhance its full-chain layout in metal 3D printing, which is crucial for achieving economies of scale and cost reduction [5][6]. - Major projects are underway, including the construction of a new production base for titanium and high-temperature alloy powders, with an investment of 1 billion yuan aimed at increasing annual production capacity to 3,000 tons [6]. Future Outlook - The company is focusing on the development of humanoid robots, leveraging advancements in embodied intelligence technology to enhance production capabilities through integrated metal 3D printing [7].

Core Viewpoint - The article highlights the recent funding round of "Rongsu Technology," a provider of metal wire additive manufacturing solutions, emphasizing its growth potential in the metal 3D printing industry, particularly in Directed Energy Deposition (DED) technology [3][4]. Company Overview - "Rongsu Technology" was established in 2020 and focuses on three core business areas: additive equipment, printing services, and additive software. The company has developed laser wire and arc additive manufacturing equipment, supporting over 30 types of metal materials for industrial production [3][4]. - The company has successfully completed three rounds of financing in the past year, raising nearly 100 million RMB, with investors including Ceyuan Capital and others [3][4]. Industry Insights - The metal 3D printing industry is emerging, with the Chinese market for metal 3D printing equipment expected to reach 3.171 billion RMB in 2023 and projected to exceed 9.5 billion RMB by 2030. The global market is anticipated to grow from 4.7 billion USD in 2024 to nearly 60 billion USD by 2034 [4]. - DED technology is seen as a key technology for upgrading industrial manufacturing, addressing existing pain points in traditional manufacturing processes, such as high costs and long production cycles for medium to large-sized components [4][5]. Technology and Products - "Rongsu Technology" has developed the Laser One, the only mass production standard multi-laser coaxial wire additive equipment in China, and the S-T-A-R series for large industrial mold production [5][6]. - The company’s proprietary multi-laser coaxial wire technology, VEAM, overcomes domestic technical challenges, achieving high precision (roughness of 5μm) and high efficiency (deposition rate of 1kg/h) [6][7]. - The company has delivered over 600 DED wire printed products, with a total weight exceeding 12,000 kg, and supports printing with over 30 types of metal materials [8]. Future Directions - The company plans to focus on two main areas: launching a new generation of laser wire equipment to enhance deposition efficiency and precision, and exploring more applications of DED technology in emerging fields such as construction and renewable energy [7].