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|2024 07 11 3D/1-100 0-1 3D 1 2 3D 1 2 2.0 3D&3D 0-1 3D 3D 0-1 3D 1 2 3 3D%107 2.1 1173.5 1.6 1028.0 1.6%1m 6m 12m-11.2-20.5-37.9-7.5-25.0-27.9 1 2023A&24Q1 2024-05-27 2 20240526 2024A 2024-05-26 3 20240512 2024-05-13 S1090514080007 S1090519040002 S1090523060003-50-40-30-20-10010Jul/23 Nov/23 Feb/24 Jun/24(%)军工 沪深300 2 23EPS 24EPS 24PE PB 688333.SH 13.0 0.52 1.13 42.2 2.6 688456.SH 3.1 0.53 0.96 30.8 2.6*688433.SH 8.0 0.32 0.45 42.6 5.1-*wind 0YFUxOnQtQpOtNoNrMoRoP8O8Q8OmOoOtRsOeRpPsNkPmNuN8OnNwOxNnQnOuOtOmP 3.7 1.7 1.7 2.7 3.8 2.9 3.11 1.11 2.14.15 1 2025 600.15 2 16 1&.17 2.19 3&.22 3.23 1.23 2 24 3.24 4 3D 26.27 1.28 2.28 3.30.32 1.32 2 SLS+SLM.33 3 3D.35 4.36.37 4.38 1.7 2.8 3.9 4.10 5.10 6.11 7.11 8.12 9.12 10.12 11.13 12 3D.13 13 2021.14 14 2022.14 15 2021.15 16 2022.15 17.15 18.15 19.16 20 2017-2022.16 21.16 22.16 23 2021.17 24 2019-2021 3D.17 25 Ford Puma.19 26 2030 203.5.21 27.22 28.22 53rU5J05f2678aRSHQ8rREnPyPSCGvG90wyKf2tEx5sPIYQQyey0dObKZ6o2VlVl 5 29 2023-2032 3D.23 30.23 31 Atlas 3D.24 32 3D Atlas.24 33 3D.25 34 3D.27 35 3D.27 36.27 37.30 38.33 39.33 40.33 41.33 42.34 43.34 44.34 45.34 46.35 47 Formnext.35 48.36 49.36 50.36 51.36 52.37 53.37 54.37 55.37 1.8 2.9 3.18 4.20 6 5.25 6.28 7.29 8.29 9.30 10.31 7 1 1 3D 1 ANALYSIS OF PA6 POWDER AGEING DURING THE SELECTIVE LASER SINTERING PROCESS 2 1986 1986 Hull SLA 3D 3D Systems 3D 1995 Fraunhofer(ILT)SLM 3D 3D 2009-2015 2011-2016 3D 2011 5 2016 6564 2016 8 2 3 3D 3D 3D 3D 3D 3D 1 3D SLM SLS 95%0.1mm 0.1-10pm Ra 2 m-Ra 10 m Ra 0.1pm 9 3D 3D 3D Wohlers 36 3D 2018 18 8 72%3D 2(PBF)/SLM SLS EBM MJF(DED)LENS VAT Photopolymerization SLA Binder Jetting 3DP Material Extrusion FDM Material Jetting PJ(Sheet Lamination LOM 2 3 10 3D 4 5 3D Systems 3D 95%GE 95%11 6 3 1 7 Wohlers Associates 3D 40%12 20.2%10.0%9.1%39.3%PLA ABS 8 3D 20%6%3D 2019-2022 81.72%99.29%22 69.90%9 10/PBF SLM/SLS ISO/TC261 2015 ISO/ASTM52900:2015 3D 7 13 PBF DED SLS/SLM FDM SLA DLP 32%15%15%14%11 Wohlers Associates 2019 2022 3D 60%2022 27.1%12 3D Wohlers Report 2022 2021 2022&78.90%69.90%14 13 2021 14 2022 Wohlers Associates 2 Wohlers Associates 2021 152.44 2020 19.50%62.29 17.50%31.74 90.15 20.90%2021 44%31%25%15 15 2021 16 2022 Wohlers Associates 1 2025 600 2026 362 CAGR 19.0%2020 2021 Wohlers Report 2024 2023 200.35 11.1%Wohlers Report 2023 2026 2022 2 362 2032 2022 5.7 1027 2025 600 2025 3D 630 2021-2025 20%17 18 Wohlers Associates 16 2 1 2 2.0 Wohlers Report 2023 2022 26.8 22.1%20%19 20 2017-2022 Wohlers Associates 21 22 2021 65%-70%93%58%17 23 2021 1&Wohlers Report 2022 2021 25.61 3D 24 2019-2021 3D Wohlers Associates 18 3-15 M100-16-20-20 3D 3D 2021 3D C919 C919 3D 3D 55 C919 3.07 196 1607 3D 90%136 A380 3D 35%A350 XWB 3D 787 3D Norsk Titanium RPD LEAP GE9X 3 LEAP 3 25%5 GE GE9X 304 3D 3D 45%777x 1 33 85%3D 3D 2023 3 23 Max-Q 3D 30%2+1 3D 2 14 1 15 50%1+8 3D 12 BLT-S310 20h-2020 5 8 4 3D-R1-R1-5 3D-5 85%3D-R1 3D-2 JD-2-85-85 3D 3D printing speeds up production of missiles 3D 3D 3D 19 3D 3D 3D 3D 2 1 1 2 45 9 2 100 0.4L 1 10%5-6%3D 25 Ford Puma 3D 2 M850i 3D 6 S58 3D IDAM 20 5 4 1.8100 Celestiq 2.2021 15000 3D AIC 24 1.Celestiq 100 3D 2.Tahoe 3D Tahoe 3 SUV 6 3D 3.Chevrolet Corvette 9 60%4.Autodesk 3D 40%1.IDAM 3D EOS SLM Solutions HP Desktop Metal 3D 2.BMW i Ventures 3D 1.50000 2.M850i 3D 6 S58 3D BMW i8 Roadster HP MJF PBF 2021 3D INTAMSYS 1.718 911 3D 2.L-PBF 911 GT2 RS 3.SLM Solutions 3D 2022 300 3D 1.3D 25 50%2.3D 3.3D Batur 100%1.3D 2.Advanced Manufacturing Center 23 3D Formlabs 3D Ford Puma 1.2018 3D Additive Industries MetalFab 1 3D 2.3D EA288Evo 2.0L 3D 30%X Electrical Vehicle 3D Polymaker 3D Low-Speed Electric Vehicles LSEV LSEV 3D 0.5 Local Motors 2021 LMIndustries SPARX 1500 3D Olli 2016 10 3D 2019 Olli2.0 50%CRP 3D 3D 3D IM 3dpbm 2030 203.5 3dpbm2021 21 2020 26.78 2026 129.74 2030 203.5 25%2030 70 26 2030 203.5 3dpbm 3 3D 10 150 400 3D 2023 9(TSLA.O)400 3D 3D 3%Desktop Metal(DM.N)ExOne voxeljet 2023 9 27 Model Y 10%40%22 27 3&/28 3D Acumen Research and Consulting 2022 3D 28 2032 110 16.6%23 29 2023-2032 3D 3D 3 1 3D CEO Magic V2 3D 150%27%2023 10 12 Magic Vs2 3D 30 HONOR 24 2 1 2 3 3D Atlas 3D 3D 1 3D 2 3D 3 3D HPU 31 Atlas 3D 32 3D Atlas 3D 3D 3 3D 90%25 50%33 3D 3D 5(ORNL)3D 3D(Westinghouse)3D 3D 3D 3D ACP100(Framatome)3D 3D GNF2 3D CAP1400 CF3 ACP100 26 3D 3D 4 3D 3D 3D 20%80%15%90%SLM 3D SLM 3D SLM 3D/SLM 3D 3D 3D HBD-350T 39 1500/57 CNC 27 34 3D 35 3D 3D 3D 2022 6 3D 2023 7 21 2021 FS273M FS421M FS721M 1 2 36 28 1 1.8 6&400 800 21 500 2015 3D 2500 5000 2015 3D 70%37%4000 2013 3D SEBM PREP 2000 2018 3000 2006-3D 2 SLS SLM 29 7 SLM 1100 3D 3D 950 3D 500 2007 3D 3D 500 2014 3D 3D 3D-3D TCT 3C 8 1500mm 1500mm 1200mm 26 1530mm 1530mm 1650mm 16 660mm 660mm 1250mm 8 1250 1250 1000mm 16 25 30 37 TCT 9 2022 2023 2017 BLT-S310 2018 BLT-S310 A330 2023 11 Formnext BLT-S400 Extreme Manufacturing Engineering BLT-S800 BASF BMW Jabil 500 I 3640 Formnext FS621M-Formnext Fuchshofer Advanced Manufacturing EP-M650 3D 3D 3 3D 3500 3D 3D 3500 380 1400 3C 31 10 3D 380 1400 100 3D 3D 3D 3D 3D 380+1400 300 27 3D 1000 10000 100000 1500 1000+19 130 15 2023 300 150 3D 12 66 80mm 100mm 800mmx800mmx1660mm 100+SLM 100+3D SLM 3D 105 SLM 3D SLA DLP 3D 3D FDM 300 3D 80+3D 3D 51 11 40 51(3D 3D 3D 30 20 50 50 SLM 3D 400*400mm 600*600mm 40 50 32 3D 3D 3D 42 3D 11 9 33 42 70 42 3D 33 3D AS9100D GJB9001C 2025 3D 150-200 33 25 150-200 3D 30+3D 1 2016-2023 1.66 12.32 33.2%3132.7 14159.4 24.05%2023 12.32+34.24%14,159.4+78.11%2024Q1 2.06+54.72%134.35+104.72%2020 10 2021-2023 1.20 2.20 35.4%33 38 39 Wind Wind 40 41 Wind Wind 2023 12 27 2022 A 3204.81 30.29 250,936.41 3D 3D 16.32 3D/3D 505/2 SLS+SLM SLS+SLM 3.224.125.529.1812.322.060%10%20%30%40%50%60%70%0.002.004.006.008.0010.0012.0014.00营业收入(亿）同比增速0.740.87-0.530.791.420.01-300%-250%-200%-150%-100%-50%0%50%100%150%-1.00-0.500.000.501.001.50归母净利润（亿）同比增速 34 SLM SLS 3D 3D 3D 3D SLM SLS 2019-2023 1.55 6.06 40.62%1795.05 1.31 64.41%2023 6.06+32.74%1.31+32.26%2024Q1 1.24 23.49%0.26 28.44%42 43 Wind Wind 44 45 Wind Wind 2017 2018 2023 2264.72 3128.09 576.32 2023 11 7-10 Formnext Flight SS403P-2 FS621M Formnext 35 3D Fraunhofer IWS 3D Fraunhofer IWS Christoph Leyens SpreeTec neXt Fraunhofer IWS 46 47 Formnext 3D 3 3D 3D 2019-2023 17.12 26.81 11.87%6019.23 5511.93-2.18%2023 26.81-3.58%5511.93-0.59%2024Q1 6.61 8.76%977.89-8.44%500/2021 12 80%20%20%2500/500/MIM 2,500/500/2,000/2019-2023 11.20%8.31%2023 99.6%2019-2023 72.0%55%18.4%36 30%3D 0.1%1.14%48 49 Wind Wind 50 51 Wind Wind 4 2019-2023 0.51 2.70 51.69%1071.28-3500.16 2023 2.70+93.38%-3500.16-159.64%2024Q1 0.86+42.90%0.17-19.82%2015 37 52 53 Wind Wind 54 55 Wind Wind 1 3D 1 2 2 3D 1 2 2.0 3 3D&38 3D 0-1 3D 3D 0-1 3D 4 1 2 3 5 3D 1 3D 2 3D 3 39 6-12 A 300 500 20%5-20%5%5%
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