目前拓竹科技主要业务是销售3D打印机及耗材，并通过社区连接创作者与消费者：既让购买者能更轻 松地打印3D模型产品，降低打印门槛，也让创作者得以获利。工作人员表示，目前社区月活跃用户 （MAU）达千万。 明日，拓竹科技深圳湾万象城店将正式开业，这是拓竹登顶消费级3D打印机领域后开设的全球首家直 营旗舰店。 目前深圳湾万象城B区还在紧张装修中，大部分店铺尚未装修完毕，清洁工、装修师傅忙作一团，空气 中仍有装修扬起的灰尘。拓竹门店率先装修完毕，走进店铺，迎面是由28台3D打印机组成的透明"培养 皿"造型墙体，颇为壮观，这些机器正按照指令打印不同的玩具。工作人员将打印完成的玩具取下，这 个过程被称为"收菜"，他们表示"收菜"是很令人兴奋的环节。 店铺里还布置了具备可编程功能CyberBrick的3D打印火车，火车沿轨道绕店环行；消费者还可现场拿起 手柄指挥汽车穿越沙盘，而手柄、汽车和沙盘均为3D打印而成。墙壁上悬挂着各类3D打印产品，包括 3D打印照片、枪械模型、圣诞树、乒乓球拍，还有一双可实际穿着的鞋子。 拓竹科技提供3D打印材料，多数材质为PLA，可提供多种颜色，另有柔软的TPU和高韧性的ABS，价格 从每斤50 ...

9月30日，拓竹科技（简称"拓竹"）在深圳湾万象城开设全球首家直营旗舰店。这是拓竹在登顶全球消 费级3D打印机市场后迈出的重要一步。 申万宏源研报同样认为消费级3D打印机正处于快速增长期，预计到2028年全球市场规模将达到71亿美 元，年复合增长率19.2%。研报指出，该市场主要受益于欧美创客文化、极客DIY需求、小批量加工工 具属性及潮玩IP效应四大驱动力；欧美市场的"创客运动"带动桌面级设备普及，潮玩IP和个性化定制需 求也在持续推动用户群体扩大。 拓竹2020年成立于深圳，2022年推出首款产品，五年时间里迅速发展为全球第一消费级 3D打印机公 司，成为继大疆、安克创新、影石后，又一家以深圳速度和技术实力走向全球的科技公司。据了解，目 前拓竹在美国、日本、德国、英国、新加坡等地均设立办公室，推进全球化布局。 3D打印技术早在上世纪80年代就已出现，但长期受限于设备价格高昂、学习门槛大等因素，主要应用 于工业制造。工业级3D打印机动辄数百万元，而早期消费级产品多依赖开源组装，仅适合小众用户。 2022年，拓竹推出的X1系列产品整合了机械设计、运动控制、机器视觉等技术，在一定程度上改善了 消费级3D打印机的 ...

Core Insights - The consumer-grade 3D printing brand TuoZhu Technology has established a comprehensive partnership with Tencent Cloud [1] - The 3D model platform MakerWorld will fully integrate Tencent's mixed Yuan 3D generation model [1] - Following the integration, the expected monthly call volume is projected to exceed 100,000 times [1]

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]