资源描述
2009 1210 2023 07 30 3D 3D 3D 3D 3D 3D 2024 500 2018-2021 3D 97.95 152.44 CAGR 15.89%2025 298 3D 2018-2021 120 262 CAGR 29.72%3D 3D 2024 500 3D&3D 3D 3D 3D 3D 3D 1 3D 2 3D&3D 3D 3D 3D 3D 021-20572562 S0360523020001%()592 0.08()46,382.23 5.04()34,720.07 4.91%1M 6M 12M-0.6%0.7%-4.0%0.5%9.3%5.8%2023 2023-07-14-16%-9%-2%6%22/07 22/10 22/12 23/03 23/05 23/072022-07-292023-07-28 300 3D 2009 1210 1 3D 3D 3D 2 3D 3 3D 3D 3D 3D 3D 3D 2018-2021 3D 97.95 152.44 CAGR 15.89%120 262 CAGR 29.72%3D 2024 500 3D 3D 3D WUAZuNnQsRpOoQnOnQoRoPbRdN9PtRqQtRmPlOpPtMiNsRqRbRoPqOMYqRxOMYqQnN 3D 2009 1210 3 3D“”“”.7“”“”.7.9 B2B.10.11 3D.11 3D.13 3D.19.20 3D 3D SLM.20 3D.22 2024 3D 500.23/.25 3D.25 3D.27 3D.28 3D.29.29.29.31.32.35 3D 2009 1210 4 1 3D.7 2 3D.7 3 3D.7 4 3D.7 5 3D.8 6 3D.8 7 3D.9 8 2021 3D.9 9 3D.9 10 2D&3D.10 11.11 12.11 13.12 14.12 15.12 16 2021 3D.13 17 2021 3D.13 18.13 19.14 20.14 21 2020.14 22 3D.15 23.15 24.15 25 2021.16 26 2021.16 27 3D.16 28.17 29.17 30 2020.17 31.17 32.17 33.18 3D 2009 1210 5 34 3D.19 35.19 36 3D.19 37 3D.19 38.20 39 3D.20 40 3D.21 41 3D.22 42 2020 3D.22 43 2021 3D.22 44 VS 3D.23 45 2021 3D.23 46.23 47 2021 3D.23 48 3D.24 49.24 50.24 51 3D.25 52 2022 3D.25 53 2021 3D.25 54 2021 3D.25 55 3D.26 56 3D.26 57 3D.27 58 3D.28 59 3D.28 60 3D.29 61 2020 3D.29 62.29 63.29 64 3D Stratasys.30 65 2011-2022 3D Systems.30 66 2011-2021 3D Systems.30 67 2011-2022 Stratasys.30 68 2011-2022 Stratasys.30 3D 2009 1210 6 69 3D.31 70 3D.31 71 2019-2023Q1.32 72 2019-2023Q1.32 73 2019-2023Q1.32 74 2022.32 75 2019-2023Q1.33 76 2019-2023Q1.33 77 2019-2023Q1.33 78 2022.33 79 2019-2023Q1.34 80 2019-2023Q1.34 81 2019-2023Q1.34 82 2022.34 83 2019-2023Q1.34 84 2019-2023Q1.34 85 2019-2023Q1.35 86 2022.35 3D 2009 1210 7 3D“”“”“”“”3D AdditiveManufacturing AM 3D 3D 1 3D 2 3D SLM Congressional Research Service,J.Sargent,R.Schwartz 3DPrinting:Overview,Impactsand the Federal Role 3D 3D 3D 3D 3 3D 4 3D.3D 3D 3D 2009 1210 8 3D 3D 5 3D 3D 2010 3D 2010 3D 2020 3D 6 3D 3D“”“”SLM SLS 0.1mm 0.1-1 0 m Ra 2 m-R a 1 0 m Ra 0.1 m 3D 2009 1210 9 7 3D 8 2021 3D 3D 3D 3D 3D 3D 3D 3D 3D 3D 2017 3D 2020 2020-2022 2022 9 3D 2022 4“”2022“”2022 21“”2022 3“”2022 1 2021 12“”/2021 2 2021-2025“+”2021 2“”“”2021 020004000600080001000012000140003D,7151,2189,1960,1162,312,234,74 3D 2009 1210 10 2021 7“”2021 2 3D 2020 2 2020-2022 2020 1“0 1”3D 2019 11 2019 2017 12(2017-2020)“”“”100 100 2017 10 2017 3D 3D 2017 1 2015 6“”2015 5 2025 3D 3D B2B 3D B2B 2D 3D B C B 3D 10 2D&3D 2D 3D 2D 2D 3D B2B B2C B2B 3D 3D 2009 1210 11 3D 3D 3D 3D 11 TA1 TC4 TA15 600 3D 3D 300MPa 3D 3D 3D 12-ABS PC ABS(PA)3D 3D 2009 1210 12 PETG PETG 3D 3D 3D SiC 13 SLS BJP BJP BJP 3D Al2O3 ZrO2 SiC TCP Al2O3 ZrO2 3D 2021 3D 25.98 Wohlers Associates 2012-2021 3D 4.17 25.98 22.54%2021 3D 4.74 23.5%3D 14 15 Wohlers Associates Wohlers Associates 0%5%10%15%20%25%30%35%40%45%50%00.511.522.533.544.552017 2018 2019 2020 2021%3D 2009 1210 13 16 2021 3D 17 2021 3D 3D 3D 18 1 2 3 4 5 3-6KW 1-3KW 0-1KW 6 Q MOPA,20%PLA,15%,15%ABS,14%,11%,9%,6%,10%0%5%10%15%20%25%30%35%40%45%50%0100200300400500600700高分子 金属 无机非金属营收(百万元)占比(%)3D 2009 1210 14 19 3D 2021 180 2022 2017 130.7 2021 184.8 CAGR 9.05%20 21 2020 2021 2022 Laser Focus World 2022 3D CO2 CO2 0%5%10%15%20%25%0501001502002502016 2017 2018 2019 2020 2021 2022E,40.62%,13.52%,12.60%/,11.96%,8.76%,12.54%3D 2009 1210 15 CO2 SLA 3D 22 3D 23 24 Statista 2022-20%-10%0%10%20%30%40%50%60%051015202530354045502019 2020 2021 2022E 2023E 2024E 2025E 2026E 0%5%10%15%20%25%30%35%0204060801001201401602018 2019 2020 2021 2022E 3D 2009 1210 16 25 2021 26 2021 2022 2022 3D 27 3D 3D 2014-2022 10 20 CTI Scanlab Raylase IPG,28.10%,27.30%,18.30%,2.60%,5.60%,2.80%,2.40%GW,3.20%,2.80%,3.30%,1.80%,1.70%0%10%20%30%40%50%60%70%80%90%100%1-3kW 3-6kW 6-10kW 10kW 3D 2009 1210 17 28 29 Scaps Scanlab 30 2020 31 32 10W-100W 100-200W 10W FPC PCB 10W-30W 10W-30W 500W-2,000W 7.27.47.67.888.28.48.62020 2021 00.511.522.533.544.52020 2021,15%,85%0%10%20%30%40%50%60%70%80%90%100%2019 2020 2021 3D 2009 1210 18 500W-2,000W 33 SCAPS GmbH SCAPS GmbH 1996 9 SAMLight USC-1 USC-2 SCANLAB GmbH SCANLAB GmbH 1990 RTC 1997 6 MarkingMate 2007 12 2008 6 2007 9 2007 6 3D 3D 3D 3D 3D 3D 2009 1210 19 34 3D 35 3D 3D 3D 3D 2016-2021 3D 2.51 8.39 27.29%2022 9.81 36 3D 37 3D 3D 3D 3D Pro/E SolidWorks 3D 3D 00.511.522.532016 2017 2018 2019 2020 2021 2022E 0%5%10%15%20%25%30%35%40%45%50%0246810122016 2017 2018 2019 2020 2021 2022E 3D 2009 1210 20 38 BuildStar Buildstar 3D Buildstar Buildstar 1.2.STL 3.4.5.6.MakeStar Makestar Makestar Buildstar 1.2.3.4.5.3D 3D SLM 3D 3D 3D 3D 39 3D SLM,LENS EBSM X 3D EBDM SLA:3D 2009 1210 21 FDM FDM SLS 3DP 3DP SLS“”3D 40 3D SLM LENS EBSM EBDM SLA FDM SLS 3DP PJ 3D 2009 1210 22 41 3D SLM EBM LMD EBF 3D 3D Wohlers Associates 2020 3D 10.80%3D 30 3D 2021 3D Stratasys EOS GE 3D Systems 45.9%3D 4.9%6.6%42 2020 3D 43 2021 3D Wohlers Associates 3D SLM/SLS SLM 3D SLM,34.40%,10.80%,9.30%,8.20%,4.00%,3.90%,3.50%,3.00%,1.70%,21.20%,16.40%Stratasys,14.80%EOS,13.10%GE,9.80%3D Systems,8.20%,6.60%,4.90%,3.30%,23.00%3D 2009 1210 23 3D 3D 3D SLSSLM FDM 32%FDM 15%44 VS 3D 45 2021 3D WohlersAssociates 3D 3D 3D 3D 3D 3D 3D 46 47 2021 3D Wind 2024 3D 500 2025 3D 298 2015-2021 3D 51.65 152.44 CAGR 19.80%2021-2025 152.44 298 18.24%SLS/SLM,32%FDM,15%SLA,15%DLP,14%3DP,8%LMD,5%EBM,3%,8%0%10%20%30%40%50%60%70%0.001.002.003.004.005.006.007.008.009.0010.002019 2020 2021 2022 3D 2009 1210 24 48 3D 2012-2021 3D 3D 3D Wohlers Associates 3D 5,000 2012 6 2021 2.6 14.45%3D 2012 200 2021 2,300 31.63%49 50 Wohlers Associates Wohlers Associates 2024 3D 500 3D 2021-2024 262 500 24.04%3D 3D 0%5%10%15%20%25%30%35%40%01002003004005006007008009002015 2016 2017 2018 2019 2020 2021 2025E 2030E 3D 2009 1210 25 51 3D 52 2022 3D 3D 3D 3D 2022 3D 53.2%5.9%26.0%12.4%/3D 3D 3D Wohlers Associates 2021 3D 16.8%3D/15.6%14.6%3D 53 2021 3D 54 2021 3D Wohlers Associates 3D 3D 3D 0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%01002003004005006002017 2018 2019 2020 2021 2022E 2023E 2024E(),53.20%,5.90%,26.00%,12.40%,2.60%,16.80%/,15.60%,14.60%,11.80%,11.10%,7.00%/,6.00%,4.50%,12.60%,65.0%,23.0%,5.0%,6.0%,1.0%3D 2009 1210 26 55 3D C919 Ti-6Al-4V 3D 90.54 IBISWorld 2014 2019 9.8%2019 698 4,886 2020 2029 10%9.05 9,054.33 3D 1%3D 905.43 90.54 56 3D Boeing/Lockheed Martin/GE 3D 2009 1210 27 AeroMet/Optomec LMD Sciaky EBF Trumpf LMD EOS/SLM solution/Conceptlaser SLM Reinishaw SLM Arcam EBM Airbus GE Avio TiAl/625/LMD SLM EBM 3D 3D 3D 3D 3D 3D/3D 57 3D 3D 3D 3D Acumen Research and Consulting 2022-2032 28 110 21.59%3D 2009 1210 28 58 3D Acumen Research and Consulting 3D 3D 3D 3D 3D 3D 59 3D/2026 3D 129 VoxelMatters formerly 3dpbm 3D 2020 26.78 129 25.28%2020 35.29%3D 2009 1210 29 60 3D 61 2020 3D VoxelMatters formerly 3dpbm VoxelMatters formerly 3dpbm 3D 3D 3D 3D Statista/3D 62 63 Statista Statista 3D A 3D 3D Systems 3D 1986 2009 3D Systems Stratasys Ltd.3D 2011 6-2013 12 3D Systems Stratasys 05000100001500020000250002020 2026 2030 3D 3D 3D 3D 3D 3D,0.86%3D,15.31%3D,26.14%3D,35.29%3D,22.40%0%1%2%3%4%5%6%7%8%0200040006000800010000120002016 2017 2018 2019 2020 2021 2022E-4%-2%0%2%4%6%8%150001550016000165001700017500180001850019000195002016 2017 2018 2019 2020 2021 2022E 3D 2009 1210 30 2011-2014 3D Systems 2.3 6.53 41.56%Stratasys 1.21 7.50 83.65%2014 9-2016 2 3D Systems Stratasys 2014-2015 3D Systems Stratasys 2015 64 3D Stratasys Wind 65 2011-2022 3D Systems 66 2011-2021 3D Systems Wind Wind 67 2011-2022 Stratasys 68 2011-2022 Stratasys Wind Wind 050100150Stratasys Ltd 3D Systems-20%0%20%40%60%02004006008002011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022-7000%-6000%-5000%-4000%-3000%-2000%-1000%0%1000%-800-600-400-20002004002011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022-40%-20%0%20%40%60%80%100%120%140%01002003004005006007008002011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022-4500%-4000%-3500%-3000%-2500%-2000%-1500%-1000%-500%0%500%-1600-1400-1200-1000-800-600-400-20002002011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 3D 2009 1210 31 69 3D 3D 3D 3D 3D 3D 3D System 70 3D DLP GSI CTI SCANLAB 3D 2009 1210 32 3D GE 2019-2022 20.10 31.88 CAGR 16.62%2019-2022 3.25 2.96 4.74 0.40 71 2019-2023Q1 72 2019-2023Q1 Wind Wind 73 2019-2023Q1 74 2022 Wind Wind-10%0%10%20%30%40%50%01,0002,0003,0004,0002019 2020 2021 2022 2023Q1()%-100%-50%0%50%100%01002003004005002019 2020 2021 2022 2023Q1%0%5%10%15%20%25%30%35%2019 2020 2021 2022 2023Q1(%)(%),2.47%,3.10%,75.53%,13.33%,5.58%3D 2009 1210 33 3D 3D 3D 3D 3D 3D 3D 3D 3D 3D 2019-2022 3.22 9.18 CAGR 41.79%2019-2022 0.74 0.87-0.53 0.79 75 2019-2023Q1 76 2019-2023Q1 Wind Wind 77 2019-2023Q1 78 2022 Wind Wind 3D 3D SLM 3D SLS 3D 3D 20 40 3D 3D 3D 2019-2022 1.55 2.17 3.34 4.57 CAGR 43.33%2019-2022 2019-2022 0.18 0.41 1.17 0.99 0%10%20%30%40%50%60%70%010020030040050060070080090010002019 2020 2021 2022 2023Q1%-200%-150%-100%-50%0%50%100%150%200%250%300%-60-40-200204060801002019 2020 2021 2022 2023Q1%-30%-20%-10%0%10%20%30%40%50%60%2019 2020 2021 2022 2023Q1(%)(%)3D,50.94%3D(),45.54%3D,3.51%3D 2009 1210 34 79 2019-2023Q1 80 2019-2023Q1 Wind Wind 81 2019-2023Q1 82 2022 Wind Wind 2016-2022 1.49 3.20 CAGR 13.62%50%83 2019-2023Q1 84 2019-2023Q1 Wind Wind 0%10%20%30%40%50%60%0501001502002503003504004505002019 2020 2021 2022 2023Q1%-50%0%50%100%150%200%0204060801001201402019 2020 2021 2022 2023Q1%0%10%20%30%40%50%60%70%2019 2020 2021 2022 2023Q1(%)(%)3D,7.42%3D,88.20%,3.86%-40%-30%-20%-10%0%10%20%30%0501001502002503003504004502019 2020 2021 2022 2023Q1%-80%-70%-60%-50%-40%-30%-20%-10%0%10%20%-10010203040506070802019 2020 2021 2022 2023Q1%3D 2009 1210 35 85 2019-2023Q1 86 2022 Wind Wind 3D 3D 3D 3D 3D-20%-10%0%10%20%30%40%50%60%2019 2020 2021 2022 2023Q1%,65%,21%,11%,3%3D 2009 1210 36 CFA 5 7 2023 2019 2019 2022 Choice 祎 2023 2023 2023 2023 3D 2009 1210 37 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82871425 0755-83024576 0755-82871425 021-20572536 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 3D 2009 1210 38 A 300 500/6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522
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