华泰证券:3D打印延续高增 PLA迎新机遇

格隆汇
Aug 18
华泰证券研报表示,伴随中国3D打印机企业产品力提升以及消费的普及,26H1我国3D打印设备产量与出口量保持高速增长。设备保有量提升、多色打印技术迭代、AI Agent加速3D打印 “所见即所得”的达成。用户使用频次增加,耗材复购持续释放。凭借易加工、成型稳定及产业链成熟等优势,PLA已成为FDM耗材市场的主流选择。受下游3D打印需求拉动,近期我国PLA行业开工率明显提升,产品价格止跌回升;后续在可降解塑料及3D打印需求双重带动下, PLA供需格局有望逐步改善,行业走出5年底部,盈利水平或将迎来边际修复,中国相关龙头公司有望受益。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10