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3亿众筹创新高3D打印“三国杀”
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-25 07:11
Group 1 - The core viewpoint is that 3D printing is rapidly gaining recognition and acceptance in the consumer market, with significant crowdfunding success for products like the eufyMake E1 printer [2][3][5] - Anker Innovation's eufyMake E1 has raised over $42 million on Kickstarter, marking it as the highest crowdfunding project across all categories on the platform [2] - The production of 3D printing equipment saw a year-on-year increase of 40% in May, following a 60.7% increase in April, indicating strong market growth [3] Group 2 - The eufyMake E1 is positioned as the world's first consumer-grade UV printer capable of full-color 3D texture printing, addressing previous limitations of traditional UV printers [5][6] - Anker Innovation aims to fulfill high expectations for product delivery following the crowdfunding success, as past experiences with 3D printers have not met customer satisfaction [6] - The competitive landscape includes companies like TuoZhu and ChuangXiang SanWei, which have established themselves in the consumer-grade 3D printing market [7] Group 3 - The 3D printing market is characterized by two main technologies: Fused Deposition Modeling (FDM) and Stereolithography (SLA), with FDM currently holding a market share approximately 4-5 times that of SLA [7] - Anker Innovation's revenue is significantly derived from North America, which constitutes 45% of its income, making it crucial for the company to navigate tariff impacts effectively [9] - The average price increase for Anker's top 100 products on Amazon in the U.S. was about 30% as of April 2025, indicating potential short-term sales impacts due to pricing strategies [9]
计算机行业点评报告:消费级3D打印迎来奇点时刻,关注产业投资机会
Soochow Securities· 2025-06-18 10:04
Investment Rating - The report maintains an "Overweight" rating for the industry [1] Core Insights - The consumer-grade 3D printing market is experiencing rapid growth, with a 40% year-on-year increase in production as of May 2025 [4][9] - In April 2025, the entry-level market for consumer-grade 3D printers was the only segment to show growth, with a 26% increase in shipments, driven by strong performances from brands like TuoZhu and ChuangXiang SanWei [4][9] - Chinese manufacturers dominate the global consumer-grade 3D printer market, supplying 96% of entry-level printers worldwide in 2024 [12] - The cultural and creative industries are driving demand for consumer-grade 3D printers, allowing users to create unique DIY products [15] - The introduction of advanced products like TuoZhu's H2D printer, which can achieve speeds of over 1000 mm/s, is expected to enhance market growth [19][23] Summary by Sections 1. Consumer-grade 3D Printing Demand and Global Leadership - Consumer-grade 3D printers are designed for home or small studio use, offering advantages in size, cost, and ease of operation compared to industrial models [9] - The production of 3D printing equipment in China reached 3.778 million units in 2024, with a total export value of 8.16 billion yuan [9][12] 2. Transition from B2B to B2C in 3D Printing - The consumer-grade 3D printing sector is transitioning from a productivity tool to a consumer product, similar to the impact of Douyin on video creation [15] - The emotional value provided by 3D printing, allowing for the creation of unique items, is a key driver of demand [15] 3. Investment Recommendations - The report suggests that the rapid development of the cultural and creative industries will sustain high demand for consumer-grade 3D printers [23] - Key investment targets include JinChengZi (mirror and laser controllers), HaiZheng ShengCai (consumables), and HuiNa Technology (potential injection of 3D printing assets) [23]
新消费带动 3D打印设备产量大增
Shang Hai Zheng Quan Bao· 2025-06-17 19:32
Core Viewpoint - The production of 3D printing equipment in China has seen significant growth, with a year-on-year increase of 40% in May, surpassing industrial robots and new energy vehicles, driven primarily by the rising sales of consumer-grade 3D printers domestically and internationally [1][4]. Group 1: Production Growth - In April, the production of 3D printing equipment grew by 60.7% year-on-year, while the first quarter saw a 44.9% increase [1]. - The surge in production is attributed to three main factors: the maturation of the 3D printing content ecosystem, the establishment of a scalable production model in the consumer-grade sector, and the decrease in equipment prices [1][3]. Group 2: Market Demand - The new consumption trend is driving demand for consumer-grade 3D printing devices, which are becoming essential tools for various consumer groups, including hobbyists and individual merchants [1][2]. - The popularity of the LABUBU IP figures has further fueled interest in 3D printing, with many consumers creating derivative designs using consumer-grade printers [2]. Group 3: Technological Advancements - The rapid iteration of 3D printing technology is solidifying the foundation for industry growth, with improvements in product performance and printing speed [3]. - Companies like Tuozhu Technology have consistently released new products since 2020, focusing on enhancing speed, color variety, and precision [3]. Group 4: Export Growth - The international market has become a strategic growth point for Chinese 3D printing companies, with consumer-grade devices leading the export growth [4]. - From January to April 2025, China exported 1.4 million units of 3D printing equipment, amounting to over 2.9 billion yuan, with consumer-grade devices accounting for 94% of the total export volume [4]. - The significant drop in prices for consumer-grade 3D printing devices has catalyzed their overseas sales, with average prices for exports to the U.S. around 2,100 yuan (approximately 293 USD) [4].