中金研究 消费级3D打印的成长空间多大？ 据灼识咨询数据，2020~2024年全球消费级3D打印机GMV由10亿美元增长至21亿美元，CAGR为20.4%；预计2029年将达 88亿美元，2024~2029年CAGR为33.2%。中国产能主导全球，行业需求主要来自欧美。 消费级3D打印的竞争格局如何？ 2024年全球出货量CR5达到78.6%，中国品牌主导全球市场，拓竹科技份额领先（2024年出货量份额29.0%）。消费级3D 打印机产品形态尚未成熟，品牌格局仍在变动之中，但头部品牌竞争优势也在不断巩固。 风险 消费级3D打印渗透不及预期；市场竞争加剧风险；国际贸易政策风险。 T正文ext 生成式AI的普及、个性化消费的兴起以及供应链的成熟，推动消费级3D打印行业迈入"技术筑基+场景破圈"的黄金增长期。本篇报告全面剖析消费级 3D打印行业当下的热点问题，为市场梳理出行业的投资脉络。 点击小程序查看报告原文 Abstract 摘要 消费级3 D打印 是什么？ 消费级3D打印是面向个人、教育机构及小型工作室的小批量、定制化生产工具。消费级3D打印以FDM、LCD为主，FDM占主导 地位。 消费级3D打印的创新逻辑 ...

Core Viewpoint - AtomForm has successfully completed a new round of financing exceeding 100 million RMB, with total financing reaching several hundred million RMB, accelerating its commercialization process in the digital manufacturing equipment sector [4]. Group 1: Financing and Growth Strategy - The recent financing round was led by Chuhui Capital, Yipu Capital, and Sky Factory Venture Capital, indicating strong investor confidence in AtomForm's growth potential [4]. - The company aims to enhance its market expansion, production system construction, and new product planning, solidifying its technological barriers and commercialization capabilities in the next-generation digital manufacturing equipment field [4]. Group 2: Product Development and Market Positioning - AtomForm is building a comprehensive product matrix covering multiple processes, including FDM 3D printers, UV printers, and laser engraving equipment, while also developing its own consumables system [5]. - The company plans to fully penetrate the desktop manufacturing market by providing a "print anything" solution that integrates model ecology, material selection, and printing processes [5]. Group 3: Market Strategy and International Expansion - AtomForm is advancing its commercialization strategy in parallel in both European and American markets, as well as domestically [6]. - The company made its debut at the 2026 CES International Consumer Electronics Show, marking a significant step in its global presence, and has initiated a crowdfunding campaign for its Palette 300 product on Kickstarter [6].

近日，雷峰网·鲸犀就3D打印品牌轻量智造完成天使轮融资一事对其进行了独家采访并披露相关进展。 本轮融资由头部激光器上市企业海目星追加投资，南山战新投跟投，万创投行担任企业融资财务顾问。 结合此前获得的孵化投入，轻量智造在成立不到一年内累计融资额已达数千万元人民币，本轮资金将主 要用于产品的产业化落地与核心技术研发。此次融资事件也进一步印证了资本市场对消费级3D打印批 量制造这一细分赛道发展潜力的认可。 轻量智造的成长轨迹与万创投行长期深耕硬科技与先进制造领域的研判高度契合。我们始终关注并青睐 那些以核心技术为根基、以解决真实产业痛点为使命的团队。轻量智造团队不仅展现出顶尖的技术产品 化能力，更具备清晰的市场视野，其选择的赛道正处在从技术普及迈向产业渗透的关键拐点。此次获得 海目星等产业资本的追加投资，无疑是一次强有力的产业生态背书。 万创投行相信，此类深度融合产业资源与创新活力的战略合作，将为3D打印行业的整体发展注入持续 动能。我们期待轻量智造以此为契机，加速推动3D打印技术从创意工坊走向规模化制造车间，在全球 范围内赋能更多中小企业，共同迈向智能制造的新阶段。 在竞争激烈的科创领域，轻量智造能够获得产业资 ...

Core Insights - The recent investment conference in the Guangdong-Hong Kong-Macao Greater Bay Area highlighted the growing interest in the cultural industry and capital investment, particularly in the 3D printing sector [1] - Shenzhen is emerging as a global hub for 3D printing, with over 80% of China's 3D printers exported from the region in the first seven months of the year [1] - Intelligent Partner Technology Co., Ltd. has recently completed a strategic financing round worth hundreds of millions of RMB, with DJI Innovations as an investor, and aims to achieve a revenue target of 5 billion RMB within three years [1][2] Company Overview - Intelligent Partner was founded in early 2015 and shifted its focus from STEM kits to 3D printers after identifying market opportunities [1] - The company has evolved into a leading player in the global smart manufacturing industry and is recognized as a national-level "specialized and innovative" small giant enterprise [1] - Currently, 98% of Intelligent Partner's revenue comes from overseas markets, with plans to increase domestic revenue to around 20% [2] Industry Analysis - The 3D printing market is entering a significant growth phase, with expectations to exceed 200 billion RMB in the near future [2] - The industry is becoming increasingly concentrated, with at least three to five leading companies expected to coexist despite rising competition [2] - Competition is shifting from hardware to a comprehensive battle involving software integration, model library development, and ecosystem capabilities [2]