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3D打印行业龙头来了!腾讯、深创投打call!
IPO日报· 2025-08-22 02:30
星标 ★ IPO日报 精彩文章第一时间推送 近日,港交所披露,深圳市创想三维科技股份有限公司(下称"创想三维")递表港交所,申请主板上市,中金公司为独家保荐人。 IPO日报注意到,这家3D打印行业头部企业获得前海母基金、深创投、腾讯创投等深圳知名投资方的参股,早早实现年入10个"小目标",2024年年入22.88 亿元,近三年营收的复合年增长率达30.4%,但净利润却出现大幅波动。 目前,创想三维的制造业务位于武汉、惠州和深圳,主要负责生产公司的3D打印机、部分3D打印耗材及其他产品。 截至最后实际可行日期,创想三维前海母基金、深创投、腾讯创投及中航坪山分别占公司已发行及发行在外股份总数约5.81%、4.32%、2.16%及1.45%。 AI制图 腾讯参投 据悉,创想三维成立于2014年,作为全球领先的消费级3D打印产品及服务提供商,提供全方位的产品和服务,包括3D打印机、3D打印耗材、创想云(公 司专注于3D打印内容的全球在线社区))上的各类服务。 公司产品线涵盖3D扫描仪、激光雕刻机及配件。根据咨询机构灼识咨询的资料,创想三维是全球3D创意产业主要参与者中唯一一家同时提供消费级3D打 印、消费级3D扫描和 ...
海正生材20250820
2025-08-20 14:49
海正生材 20250820 摘要 海正生材 2025 年上半年营收同比下降 87.32%,扣非净利润同比下降 88.82%,主要受产品售价下降及利息收入、政府补助减少影响。聚碳 酸酯销量增长,尤其在 3D 打印和挤出热成型领域分别增长 138%和 55%。 海正生材纯聚乳酸产量约 2.5 万吨,子公司海诺产线负荷率达 88.45%。纯聚乳酸销量同比增长超 7%,改性聚乳酸略降。3D 打印领 域占比显著提升至 20%,热成型领域增长较高,其他应用领域变化不大。 3D 打印增材制造市场快速发展,上半年机台销量增长 40%-50%,预 计 2026 年对聚乳酸需求将达 10 万吨级别。聚乳酸在该领域仍占据主 导地位,且增速保持第一。 国内 PLA 主要厂家包括海正、金发、普利斯、联恒、汇通等,各家产能 不同。海正拥有 6 万吨产能,并调试新项目中的 7.5 万吨,根据市场情 况决定投放产品。 二季度毛利率提升主要因产量提升及原料价格略降。公司预计聚乳酸价 格已逼近成本底线,不会大幅下跌,但若供大于求,仍可能下滑。 Q&A 海正生材在纯聚乳酸树脂的产量和销售方面表现如何? 2025 年上半年,海正生材纯聚乳酸树脂的产 ...
IPO周报 | 银诺医药、中慧元通正式登陆港交所;创想三维递交招股书
IPO早知道· 2025-08-17 13:43
Core Viewpoint - The article provides an overview of recent IPO activities in Hong Kong, the US, and China, highlighting key companies and their market performance. Group 1: Yinno Pharmaceutical - Guangzhou Yinno Pharmaceutical Group Co., Ltd. officially listed on the Hong Kong Stock Exchange on August 15, 2025, with the stock code "2591" [3] - The IPO involved the issuance of 36,556,400 H-shares, with a subscription rate of 5,341.66 times for public offerings and 10.67 times for international offerings [3] - The company has developed a pipeline of candidate drugs targeting diabetes and other metabolic diseases, including its core product, Isupatide α, which has received regulatory approval for treating type 2 diabetes (T2D) in China [4][5] - Isupatide α is positioned as a next-generation treatment with advantages such as strong efficacy, weight loss benefits, extended half-life, and improved safety [5] Group 2: Zhonghui Biotechnology - Jiangsu Zhonghui Biotechnology Co., Ltd. officially listed on the Hong Kong Stock Exchange on August 11, 2025, with the stock code "2627" [7] - The company focuses on innovative vaccines and has developed the first and only quadrivalent influenza virus subunit vaccine approved in China, which shows strong immune response and low adverse reaction risks [7][8] - Zhonghui's pipeline includes 11 other vaccine candidates, with a strategic focus on expanding its international market presence [9] Group 3: Chuangxiang Sanwei Technology - Shenzhen Chuangxiang Sanwei Technology Co., Ltd. submitted its prospectus for listing on the Hong Kong Stock Exchange on August 14, 2025 [11] - The company is a leading provider of consumer-grade 3D printing products and services, holding a 27.9% market share in the global consumer-grade 3D printing market [11][12] - Financial data indicates a revenue growth from 1.346 billion yuan in 2022 to 2.288 billion yuan in 2024, with a compound annual growth rate of 30.4% [12][13] Group 4: Butong Group - Butong Group, established in 2018, is a technology company focused on high-end parenting products, with its BeBeBus brand ranking first in the durable parenting products market in China by GMV [15][16] - The company has over 3 million members and has shown strong repurchase rates across its private and online channels [16] - Financial performance shows revenue growth from 507 million yuan in 2022 to 1.249 billion yuan in 2024, with a significant increase in adjusted net profit [17]
深圳四位85后卖3D打印机:年入22.88亿,全球第一,港股上市
3 6 Ke· 2025-08-15 12:27
8月14日,深圳市创想三维科技股份有限公司(下称创想三维)在港交所递交招股书。 创想三维创立于2014年,是一家消费级3D打印产品及服务提供商。其主要产品及服务包括:3D打印机、3D打印耗材以及创想云(其专注于3D打印内容的 全球在线社区)上提供的各类服务。按2020年至2024年消费级3D打印机的累计出货量计,创想三维是全球最大的消费级3D打印产品及服务提供商,市场占 有率为27.9%。 创想三维创始人是四位"85后":唐京科、陈春、敖丹军、刘辉林。他们在一次3D打印展会上相识,发现国内消费级3D打印机市场几乎被国外品牌垄断, 而国内消费者对于这一新兴技术的需求却日益增长。 2014年,他们凑了30万,在深圳龙华区一个20平方米的办公区里成立了创想三维。 当时3D打印很热,创想三维进入赛道的时候已经不算早了。但他们做很重要的决定:选择了消费级3D打印市场,并将目标市场定位为海外。 创想三维成立头两年主要做品牌代工,产品销往海外。2016年做出了一款爆款产品CR-10,以500美元售价杀入海外市场,月销量超两万台。2019年创想 三维转型做自有品牌出海。 创想三维的收入主要来自销售及提供3D打印机;3D打印耗 ...
创想三维,全球最大的消费级3D打印公司,递交IPO招股书,拟赴香港上市
Xin Lang Cai Jing· 2025-08-15 05:53
Core Viewpoint - Shenzhen Creality 3D Technology Co., Ltd. (referred to as "Creality") has submitted its prospectus to the Hong Kong Stock Exchange for a proposed listing on the main board, indicating its intention to raise capital for further expansion in the 3D printing industry [2][3]. Company Overview - Creality, established in 2014, is a leading global provider of consumer-grade 3D printing products and services, offering a comprehensive range of products including 3D printers, consumables, and services on its online community platform, Creality Cloud [5][6]. - The company has expanded its product line to include 3D scanners, laser engravers, and accessories, and recently launched an overseas e-commerce platform focused on 3D creative products called Nexbie [5]. Market Position - According to data from Zhaoshang Consulting, Creality was the largest consumer-grade 3D printing company globally by cumulative shipment volume from 2020 to 2024, with a total shipment of 4.4 million units and a global market share of 27.9% [5]. - In 2024, Creality ranked as the second-largest consumer-grade 3D printing company by shipment volume, with a market share of 16.9% [5]. - Creality held the top position in the global consumer-grade 3D scanner market in 2024, with a shipment market share of 37.7% and a GMV market share of 37.6% [5]. - The company ranked third in the global consumer-grade laser engraver market in 2024, with a shipment market share of 5.7% and a GMV market share of 3.5% [5]. Business Operations - Creality is the only major player in the global 3D creative industry that simultaneously offers consumer-grade 3D printing, scanning, and laser engraving products and services [6]. - The company's R&D focuses on empowering its 3D printers with key technologies, particularly in mechanical design, electronic systems, motion control algorithms, slicing software, and firmware [6]. - Manufacturing operations are located in Wuhan, Huizhou, and Shenzhen, responsible for producing 3D printers and some consumables [6]. - As of March 31, 2025, Creality had 74 self-operated online stores and 2,163 distributors, with a sales network covering approximately 140 countries and regions [6]. Financial Performance - Creality's revenue for the years 2022, 2023, 2024, and the first three months of 2025 was RMB 1.346 billion, RMB 1.883 billion, RMB 2.288 billion, and RMB 707.984 million, respectively [12][13]. - The corresponding net profits for the same periods were RMB 104 million, RMB 129 million, RMB 89 million, and RMB 82 million [12][13]. Shareholder Structure - Prior to the Hong Kong listing, the shareholder structure of Creality shows that the controlling shareholders, including Mr. Chen Chun and others, collectively hold approximately 81.98% of the shares [8][9]. - Other shareholders include notable investors such as Qianhai Ark, Tencent Investment, and others [8]. Management Team - The board of directors consists of 9 members, including 5 executive directors and 3 independent non-executive directors, with Mr. Chen Chun serving as the chairman and CEO [11].
家联科技跌2.00%,成交额4613.80万元,近3日主力净流入-1621.99万
Xin Lang Cai Jing· 2025-07-30 07:53
Core Viewpoint - Ningbo Jialian Technology Co., Ltd. is experiencing a decline in stock price, with a 2.00% drop on July 30, resulting in a market capitalization of 3.575 billion yuan [1] Company Overview - Ningbo Jialian Technology specializes in the research, production, and sales of plastic products, biodegradable products, and plant fiber products, with a revenue composition of 74.96% from plastic products, 12.82% from biodegradable products, 6.77% from paper products, and 5.45% from plant fiber products [7] - The company was established on August 7, 2009, and went public on December 9, 2021 [7] Business Performance - For the first quarter of 2025, the company achieved a revenue of 506 million yuan, representing a year-on-year growth of 1.29%, while the net profit attributable to shareholders was a loss of 24.96 million yuan, a decrease of 157.54% year-on-year [7][8] - As of March 31, the number of shareholders increased by 13.93% to 5,694, while the average circulating shares per person decreased by 12.21% [7] Market Position and Strategy - The company is a leading player in the global plastic dining utensils manufacturing industry, with 70.47% of its sales coming from exports, primarily to developed regions such as North America, Europe, and Oceania [2] - The company has also expanded its online market through cross-border e-commerce platforms [2] Financial Insights - The average trading cost of the stock is 18.33 yuan, with recent buying activity observed, although the strength of this accumulation is weak [6] - The stock is currently trading between a resistance level of 19.62 yuan and a support level of 17.82 yuan, indicating potential for range trading [6] Recent Developments - The company focuses on the research and application of PLA materials and has positioned itself in the consumer-grade FDM materials and products sector [2] - The company has not yet established a partnership with Pop Mart, indicating potential future collaboration opportunities [2]
谁是3D打印界的小米?
雷峰网· 2025-07-29 10:26
Core Viewpoint - The article discusses the competitive landscape of the 3D printing industry, particularly focusing on the emergence of Tuozhu as a significant player and its impact on existing companies like Chuangxiang Sanwei. It highlights the potential for investment opportunities and the challenges faced by traditional players in adapting to the new market dynamics [4][38]. Group 1: Investment Interest in Tuozhu - Recent rumors about Tencent's potential investment in Tuozhu have sparked interest among investors, although the validity of these rumors remains uncertain [4]. - Many investors are eager to invest in Tuozhu, viewing it as a leading company in the 3D printing sector, akin to Apple in its industry [5][6]. - The competition for investment opportunities has led some investors to seek alternative targets within the 3D printing space, looking for the next "Xiaomi" [5][6]. Group 2: Potential Competitors to Tuozhu - xTool is identified as a strong competitor to Tuozhu, having transitioned from the education sector to become a leader in laser engraving and is now entering the 3D printing market [7][8]. - xTool's projected revenue for 2024 is estimated to be between 2.3 to 2.4 billion RMB, with a net profit margin of 12%, but its high Pre-IPO valuation of 6 billion RMB raises concerns among investors [8][9]. - Another competitor, Chasing, has launched a 3D printing project called Atom Rebuild, which has completed a multi-million angel round of financing and is expected to release products soon [10][11]. Group 3: Chuangxiang Sanwei's Market Position - Chuangxiang Sanwei has historically dominated the consumer-grade 3D printing market, with projected revenues of 2.8 billion RMB and a net profit of 100 to 200 million RMB for 2024 [15]. - Despite its advantages, Chuangxiang Sanwei faces challenges due to its equal shareholding structure among founders, which could lead to decision-making inefficiencies and internal conflicts [18][19]. - The company has struggled to innovate and keep pace with Tuozhu, which has rapidly gained market share and established a strong brand presence [20][21]. Group 4: Industry Dynamics and Changes - The emergence of Tuozhu has prompted a shift in the 3D printing industry, with traditional players like Chuangxiang Sanwei adapting their strategies to remain competitive [24][30]. - Chuangxiang Sanwei is transitioning from a "machine sea strategy" to focusing on high-quality products, influenced by Tuozhu's market approach [26][27]. - The competitive landscape has led to a reevaluation of product development and marketing strategies among established companies, with many adopting a follower strategy in response to Tuozhu's innovations [30][38]. Group 5: IPO Prospects for Chuangxiang Sanwei - Chuangxiang Sanwei is reportedly preparing for an IPO in Hong Kong, aiming to become the first consumer-grade 3D printing company to go public [32]. - The company has faced challenges in its IPO journey, including a potential reduction in valuation from 6 billion RMB to 4.5 billion RMB due to market conditions [34][35]. - Successful IPO could provide Chuangxiang Sanwei with additional capital for R&D and production, benefiting the overall industry [36].
华泰证券今日早参-20250722
HTSC· 2025-07-22 01:20
Group 1: Macro Insights - The Japanese ruling coalition lost its majority in the recent Senate elections, marking the first time since 1955 that it has lost control of both houses, raising concerns about future fiscal policy changes [2] Group 2: Mechanical Equipment - The Yarlung Zangbo River downstream hydropower project has officially commenced, with a total investment of approximately 1.2 trillion yuan, significantly exceeding many major infrastructure projects in China [2][5] - The project is expected to generate about 300 billion kilowatt-hours annually, which is three times the output of the Three Gorges project, and will create substantial demand for related mechanical equipment [5][7] Group 3: Power Equipment and New Energy - In June 2025, China's inverter exports reached 6.59 billion yuan, a month-on-month increase of 10.3%, with a total of 5.129 million units exported [4] - The Yarlung Zangbo project is anticipated to drive approximately 720 billion yuan in new orders for hydropower equipment and 500 billion yuan for transmission and transformation equipment, benefiting leading companies in these sectors [5][7] Group 4: Construction and Building Materials - The Yarlung Zangbo hydropower project is expected to boost demand for construction materials such as cement and functional materials due to its high technical requirements and standards [7] - The project is the largest planned hydropower station globally, with a total investment of around 1.2 trillion yuan, which will likely enhance the construction sector's activity [7] Group 5: Consumer Goods - The dairy industry in China is currently experiencing a restructuring phase, with expectations of a return to supply-demand balance by 2026, driven by a decrease in raw milk production and moderate improvement in terminal demand [9] - Major dairy companies like Yili and Mengniu are focusing on improving profit margins as they navigate through the current market conditions [9][10] Group 6: Key Companies - Huaxin Cement is expanding its global footprint through acquisitions, which is expected to enhance its scale and profitability [10] - China Shipbuilding Industry Corporation's merger with China Shipbuilding Heavy Industry is progressing smoothly, which is anticipated to improve operational efficiency and competitiveness in shipbuilding [10]
消费级3D打印产业链分析与行业展望 - 专家会议
2025-06-16 15:20
消费级 3D 打印产业链分析与行业展望 - 专家会议 20250616 摘要 疫情期间 3D 打印行业迎来顶峰,头部品牌营收达 10 亿级别,疫情后市 场趋于平稳,但拓竹入场带动产品形态和用户群提升,推动行业进入上 升趋势,未来热门 IP 和小商业模式将进一步促进行业发展。 当前市场主流玩家包括拓竹、创想 3D、中维立方等,拓竹营收领先,约 为 50-60 亿,创想 3D 约 20 亿,其余两家约 10-15 亿。传统 FDM 打 印机赛道竞争激烈,拓竹占据主导地位,未来机会或在新产品形态或小 众赛道。 3D 打印行业中,设备毛利率通常要求达到 50%左右,而耗材毛利率较 低,一般在 35%至 40%之间。某公司设备营收与耗材营收比例大致为 4:1,国内市场占比相对较小,约 15%-20%,但有逐步增长趋势。 海外市场仍是重点,美国是最大单一市场,各品牌在不同区域有传统优 势。学习桌面级 3D 打印上手快,入门级机器价格约 1,000 元,耗材成 本按克计算,PLA 材料每克约一分钱。 目前 3D 打印设备使用过程基本无异味或化学危险,设备生命周期因使 用强度而异,高强度使用可能一年内需更换,个人用户可能使用 ...