钢铁侠3

一 |     　　国产金属3D打印设备订单持续走高，目前有的金属3D打印设备企业订单已经排到了2026年年底。    (ECNS)-- In the mountains of southwest China's Guizhou Province, industries once unlikely to be associated with a remote inland region are finding their way into global markets.    In Jiangkou County, Tongren, stands what local authorities describe as the world's largest single-site matcha refining facility. Fully automated production lines process the finely ground green tea for consumers at home and abroad.    According to local figures, one in every five cups of matcha consumed worldwide is produced in Tongren. The city's matcha products are exported to more than 50 countries and regions, with the industry generating an output value of 750 million yuan ($105 million).        For Mauro, a young visitor from Brazil, the industry raised a broader question: how can globally competitive production create opportunities for rural communities?    Tongren's matcha industry works with 73 upstream partner companies and around 13,300 hectares of tea plantations. Financial and technical support for growers, alongside links between market demand and production, helps connect local farmers with a wider supply chain.    Matcha is not the only Guizhou product reaching international markets. In Jinping County, Qiandongnan Miao and Dong Autonomous Prefecture, local industry figures suggest that one in every 10 shuttlecocks in circulation worldwide is made there. Production is supported by a supply chain extending from goose farming and feather sorting to intelligent manufacturing.        "I hadn't realised that some of the key materials used in these vehicles come from Guizhou," said Thai visitor Nim Jiratchaya, whose family owns a Chinese electric vehicle. Guizhou developed an advanced functional materials industry serving sectors including electric vehicles and renewable energy.    Digitalization is also changing traditional manufacturing. Guizhou Tyre's intelligent plant was the first in China's tyre industry to join the World Economic Forum's Global Lighthouse Network, which recognizes factories deploying advanced technologies at scale. The facility also uses photovoltaic power, purchased renewable electricity, and waste-heat recovery to reduce emissions.        Infrastructure played another role in connecting the mountainous province with wider markets. Nearly half of the world's 100 highest bridges are located in Guizhou, helping overcome terrain that has long complicated transport and economic connectivity.    For the visiting Gen Z group, the journey offered a view of China beyond its major cities and coastal manufacturing centres. Tea, badminton equipment, advanced materials, and tyres illustrate how specialised manufacturing, infrastructure investment, and local resources are connecting communities in China's mountainous southwest with national and global markets.                    。　　今日（8月24日），市场全天震荡调整，创业板指和科创50指数均跌超3%。

二 | 贵金属、煤炭、保险、银行等板块涨幅居前，算力硬件、生物医药、半导体芯片、机器人等板块跌幅居前。　　C宇树-W（688836）今日低开低走，收跌10.31%，最新市值为2439.2亿元，较上市首日峰值蒸发近2000亿元。该公司于8月19日上市，发行价为150.80元/股，上市首日开盘即报1100元/股，较发行价大涨629.44%，总市值一度站上4449亿元。　　国产金属3D打印设备全球爆单　　据央视财经报道，国产金属3D打印设备订单持续走高，目前有的金属3D打印设备企业订单已经排到了2026年年底。航空航天、医疗、汽车等领域需求释放，全面带动设备市场增长，据测算，2025年全球金属3D打印市场规模约54亿美元，同比增长15.9%，其中航空航天是最大应用领域，贡献全球市场收入的35%，其次为医疗和汽车应用领域。　　国产工业级金属3D打印设备，不仅在国内市场收获大量订单，凭借性价比、交付周期与完整供应链优势，海外出口同样表现亮眼。

三 | 2026年上半年国内金属3D打印设备出口金额同比增长76%，主要增长贡献来自亚洲和欧洲。　　东方证券认为，3D打印行业维持高景气，出口数据高增、渠道下沉加速，消费级赛道进入规模化爆发期。中国企业占据全球消费级3D打印设备90%市场份额，主导行业格局，出海与内需双轮驱动，设备出口与产量增速均处高位。

四 | 　　展望未来，华泰证券认为行业仍处于快速发展红利期，未来5年行业规模有望保持30%复合增速，硬件+耗材+生态将成为竞争关键。在产品力仍有进步空间背景下，预计软硬件研发和生态构建领先的公司将持续展现竞争优势。　　多只3D打印概念股获融资资金加仓　　据证券时报·数据宝统计，8月以来，八成3D打印概念股上涨，华民股份、风范股份、华曙高科市场表现亮眼，累计上涨分别为83.21%、57.67%、51.65%。

五 | 　　华曙高科在近期的调研活动中表示，公司本次再融资方案旨在进一步提高公司3D打印设备产能以及布局民用消费品的3D打印服务，包括但不限于3C、汽车零件、精密型零部件等领域，丰富公司收入结构，进一步提升公司盈利能力。　　资金面上，截至8月21日，12只3D打印概念股月内获得融资资金加仓，其中大族激光、华工科技、有研粉材、华曙高科的融资净买入额超亿元。　　大族激光的融资净买入额最高，达2亿元。大族激光正将金属3D打印拓展至3C电子、航空航天和液冷等领域。

六 | 公司自主研发的红光、绿光金属3D打印设备可加工纯铜、铜合金等高反射材料，为复杂结构和轻量化部件制造打开新的应用空间。　　从上半年业绩数据来看，大族激光的净利润规模居首，上半年大族激光实现归母净利润达12.88亿元，同比大增163.84%。

七 | 从业绩增幅来看，风范股份、大族激光、锐科激光的净利润同比增长均超100%，分别增长741.98%、163.84%和116.73%。

八 | 银禧科技、华曙高科、苏大维格、新北洋的上半年净利润规模同比均呈现增长。（文章来源：数据宝）。