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腾讯投资拓竹,3D打印市场卷疯了:大疆才是幕后超级赢家?
3 6 Ke· 2025-11-26 03:45
成立仅五年时间,最近三年蝉联全球桌面级 3D 打印设备销量冠军,被誉为国内成长速度最快的 2020 世代企业之一——这家公司名为拓竹科技(Bambu Lab),其创始团队陶冶和高修峰、刘怀宇、陈子涵、吴伟,均出自大疆创新。 据硬氪报道,拓竹接近完成新一轮融资,腾讯参投,公司估值或达 100 亿美元。媒体就上述信息和拓竹、腾讯方面求证,双方均表示消息不实。 2024 年,拓竹营收约 60 亿人民币,出货量约 120 万台,全球消费级 3D 打印机市场占有率约 29%。 拓竹 A1(来源:拓竹) 腾讯与大疆锚定了3D打印赛道 作为目前的行业领头羊,拓竹此前就与腾讯展开合作。今年 7 月,拓竹与腾讯云达成全面合作,旗下 3D 模型平台 MakerWorld 全面接入腾讯混元 3D 生 成模型。 生成式 AI 带来的用户 3D 建模门槛降低,被认为是 3D 打印机市场开始爆发的关键推手。 MakerWorld(来源:拓竹) 值得一提的是,腾讯也是 3D 打印机企业创想三维的股东之一。创想三维,正在冲击港股 IPO,意欲成为「消费级 3D 打印第一股」。 Precedence Research 报告显示,全球 3D 打 ...
高瓴美团联手,疯抢3D打印
投中网· 2025-11-09 07:03
Core Viewpoint - The resurgence of consumer-grade 3D printing is attracting significant attention from mainstream capital, highlighted by recent investments in companies like Snapmaker and 创想三维 [3][4]. Group 1: Industry Trends - The 3D printing sector has seen a notable increase in investment activity, with nearly 40 financing events recorded this year, marking a five-year high [4][7]. - The consumer-grade 3D printing market is experiencing a compound annual growth rate (CAGR) exceeding 30% over the past three years, with major brands in Shenzhen achieving annual revenues around 1 billion yuan [7][8]. - The introduction of generative AI modeling tools has significantly lowered the barriers for ordinary users to create 3D models, enhancing user engagement and driving sales [11][12]. Group 2: Company Highlights - Snapmaker's product, Snapmaker U1, raised $22,020 in crowdfunding, setting a record on Kickstarter and attracting over 20,000 supporters [6]. - 创想三维, established in 2014, reported a revenue of 1 billion yuan in 2020 and projected total revenue of 2.288 billion yuan for 2024, with a CAGR of 30.4% [8]. - Snapmaker's innovative approach to multi-color printing has reduced printing time from 20-30 hours to just 5-6 hours, addressing significant industry pain points [7]. Group 3: Investment Landscape - The valuation of拓竹科技 has surpassed 30 billion yuan, reflecting strong market interest despite initial hesitance from investors [15]. - The competitive landscape is intensifying, with companies like拓竹科技 quickly responding to market demands by launching new products shortly after Snapmaker's success [8][15]. - The decline in consumer-grade 3D printer prices by 60% over the past three years is facilitating broader market adoption [13].