Open source securities machinery team believes that, on the one hand, 3d printing is a confirmed industrial trend, with 2024-2026 being a stage of accelerated volume expansion. On the other hand, the pullback range of 3d printing core symbol has approached 40%, and the next thematic direction for consumer electronics may be "titanium alloy 3d printing".
In the first half of 2024, Huawei Pocket 2, vivo X fold 3 and other folding new phones will be released one after another. In July 2023, Honor released the Magic V2 folding screen phone, whose hinge cover for the titanium alloy 3D printing process was the first large-scale application of 3D printing on a phone. In the second half of the year, as the peak season for consumer electronics, major mobile phone manufacturers will intensively release foldable screen phones, which is expected to further catalyze investment in the related industry chain.
High specific strength reflects that under the same weight, titanium alloy has better bearing capacity than other metal materials. The mechanical team of Open Securities believes that on the one hand, 3D printing is a certain industry trend, and the period from 2024 to 2026 will be the first stage of accelerated growth. On the other hand, the recent pullback of core symbols in 3D printing is close to 40%, and the next theme direction of consumer electronics may be 'titanium alloy 3D printing'.
According to the Financial Data Center, among related listed companies:
Dongguan Golden Sun Abrasives has made breakthroughs in titanium alloy new materials and 3D printing, and has entered the core supplier of foldable screen models for mobile terminals, achieving small-scale sales.
Yuhuan CNC has obtained significant contract orders totaling over 0.25 billion yuan for processing equipment of hard and brittle materials such as titanium alloy in 2023, and has completed delivery acceptance as of the first quarter of 2024.