先进制造业月度更新——2023年7月

Advanced ManufacturingIndustry Update | July 2023 Advanced Manufacturing Industry Update Overview CONTENTS Introduction Cascadia Capital OverviewKey TrendsKey StatisticsWhat We’re ReadingHistorical Trading StatisticsPublic ComparablesSelect M&A ActivityIndustry Events Cascadia Capital is a team of transparent, client-focused, trusted advisors with deepexpertise in a broad range of industries. We’re different from most investment banksbecause we’re not conflicted by trading, lending, research or cross-selling business. Wepartner with our clients to deliver results based on our domain expertise, transactionexperience, and commitment to long-term relationships. Cascadia Capital offers a level ofexpertise and customization clients won’t find elsewhere. Our platform offers a level ofexperience, sub-vertical industry expertise, and customization delivered on an integratedteam basis to optimize outcomes for our clients. We have provided our services to leadingprivate equity firms and extraordinary business owners for over 20 years. With bankersacross multiple industry verticals, Cascadia Capital has the experience to offer industrybreadth while maintaining sector depth. Our industry-focused bankers are experts in theirfield and deliver tailored advice and solutions to suit the unique needs of our clients. Oursector specialists stay on top of market trends, risks and opportunities which makes us avaluable and trusted advisor to our clients. Kevin Frisch leads the Advanced Manufacturing practice at Cascadia Capital. Kevin has over25 years of experience working with companies across Industry 4.0 and is a regularspeaker at industry events. He was one of the first bankers covering this sector and is inclose contact with strategic and financial investors in the space. Principal Sector Focus CONTACTS Kevin FrischGroup Head, Managing Directorkfrisch@cascadiacapital.com+1 (917) 584-7803 Casting Tooling& Molding Spencer MuellerAssociatesmueller@cascadiacapital.com+1 (206) 436-2507 ContractManufacturing& Assembly Joe CornerSenior Analystjcorner@cascadiacapital.com+1 (206) 436-2517 ManufacturingEquipment InjectionMolding Michael BurchettAnalystmburchett@cascadiacapital.com+1 (206) 436-2500 MetallurgyServices Advanced Manufacturing Industry Update Advanced Manufacturing Industry Update Key Statistics Manufacturing Data Note: Data from Federal Reserve Bank of St. Louis and S&P Capital IQ; April 2023statistics represent latest available data points for each relative metric. Advanced Manufacturing Industry Update What We’re Reading JPB Système Acquires Stake in French 3D Printing Manufacturer, Addimetal Manufacturing Tomorrow – June 2023 JPB Système, has announced that it has acquired a stake in France-based 3D printer manufacturer start-up, Addimetal, in amove that will offer the companies complete and secure sharing of their respective industrial-grade metal binder jetting(MBJ) 3D printing technology knowledge for the short-run production of small, complex, lightweight and repeatable parts. Read the full articlehere Paris air show: 'Progress' in supply chain as jet orders rack up Reuters – June 2023 Jet engine maker Pratt & Whitney flagged "solid progress" in the aerospace supply chain on Wednesday, addressing a keyarea of concern for plane makers as they continue to rack up orders at the Paris Airshow. In a sign of robust demandelsewhere, European plane maker Airbus (AIR.PA) was also putting the finishing touches to a deal with Mexican low-costcarrier Viva Aerobus for 90 narrowbody jets. Read the full articlehere Raytheon gets $1.15 billion missile contract from US Air Force Reuters – June 2023 Raytheon Technologies (RTX.N) has received a $1.15 billion contract from the U.S. Air Force for its AIM-120 D-3 and C-8AMRAAM (Advanced Medium Range Air-to-Air Missiles). Defense budgets have ballooned as the West rushes arms toUkraine and beefs up funding for future development programs. In recent years, the U.S. Congress has increased defensespending by more than any president requests, generally by tens of billions of dollars. Read the full articlehere Metal AM – June 2023 Stratasys, based in Minneapolis, USA, has announced that its Board of Directors, after careful review and consultation withits independent financial and legal advisors, has determined that the proposal from 3D Systems Corporation to acquireStratasys does not constitute a superior proposal and does not provide a basis upon which to enter into discussions with3D Systems. Read the full articlehere AM Applications Explode with Multimaterial Printing SME – June 2023 Multimaterial systems enable such variations as functional gradient builds, composites, novel alloys, and new ways ofmaking electric and electronic components. The method is used to make devices as diverse as joint implants, robotic end-of-arm grippers, and circuit boards. Read the full articlehere Advanced Manufacturing Industry Update Advanced Manufactu