【今日主题前瞻】AI已经深度融入漫剧制作产业链中，2026年行业高景气度有望延续

中金财经01-23

【热点导读】　　AI已经深度融入漫剧制作产业链中，2026年行业高景气度有望延续　　2025年全球户用储能系统出货量同比大增近50%，机构称全球储能拐点已至　　英伟达下一代RubinAI服务器将于8月启动交付　　AIDC供电架构逐步进阶，固态变压器有望成为终极解决方案　　苹果正研发一款AI新品，智能硬件或有望成为AI流量入口　　【主题详情】　　AI已经深度...

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href=http://sc.stock.cnfol.com/shichangceping/20260123/31965987.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【热点导读】\n\r\n　　AI已经深度融入漫剧制作产业链中，2026年行业高景气度有望延续\n\r\n　　2025年全球户用储能系统出货量同比大增近50%，机构称全球储能拐点已至\n\r\n　　英伟达下一代RubinAI服务器将于8月启动交付\n\r\n　　AIDC供电架构逐步进阶，固态变压器有望成为终极解决方案\n\r\n　　苹果正研发一款AI新品，智能硬件或有望成为AI流量入口\n\r\n　　【主题详情】\n\r\n　　AI已经深度...</p>\n\n<a href=\"http://sc.stock.cnfol.com/shichangceping/20260123/31965987.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1623119135.USD","symbol_name":"Natixis Mirova Global Sustainable Equity R-NPF/A 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2026","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SOXX":0.62,"NVD":0.6,"SMH":0.62,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVDA":1.9,"DIPS":0.6,"SNVD.UK":0.6,"MACW.SI":0.6,"NVDG":0.6,"NVDU":0.6,"NVDY":0.6,"NVD3.UK":0.6,"NVDW":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"NVII":0.6,"NVDS":0.6,"ARTY":1.88,"NVDX":0.6,"NVDQ":0.6,"NVD2.UK":0.6,"NVDD":0.6},"content_text":"【热点导读】\n\r\n　　AI已经深度融入漫剧制作产业链中，2026年行业高景气度有望延续\n\r\n　　2025年全球户用储能系统出货量同比大增近50%，机构称全球储能拐点已至\n\r\n　　英伟达下一代RubinAI服务器将于8月启动交付\n\r\n　　AIDC供电架构逐步进阶，固态变压器有望成为终极解决方案\n\r\n　　苹果正研发一款AI新品，智能硬件或有望成为AI流量入口\n\r\n　　【主题详情】\n\r\n　　AI已经深度融入漫剧制作产业链中，2026年行业高景气度有望延续\n\r\n　　根据巨量引擎公布，字节漫剧赛道日耗峰值达到3000万。根据巨量引擎预测，2026年漫剧市场整体规模有望达到220亿元，行业高景气度延续。\n\r\n　　目前AI已经深度融入漫剧制作产业链中，根据巨量引擎，目前AI在漫剧创意制作、内容制作、剪辑运营环节应用比例分别为10-30%/50-80%/20-80%。目前AI在漫剧领域平均可降低生产成本70%以上，提升生产效率80%以上，并将生产环节缩短三分之一。伴随AI剧的内容形态逐步成熟，AI剧在变现模式上更加多元。漫剧IP不仅仅是内容来源，也在成为链接内容消费、商业转化的枢纽。中信证券指出，长期来看，“漫剧带内容、漫剧带消费”等漫剧IP长期变现优化效果显著，漫剧与直播、电商等场景的紧密结合有望进一步拓展漫剧的商业化价值天花板。\n\r\n　　上市公司中，海看股份AI漫剧业务已进入商业化阶段，正重点推进传统文化主题类漫剧项目，部分项目已进入制作阶段。掌阅科技在剧本生成、视觉呈现、后期制作、交互升级等方面积极推进人工智能赋能，以提升制作效率、创新用户体验。积极布局 AI 短剧领域，已上线《焚星决》、《东北寻宝往事》等 AI 漫剧和类真人剧。中文在线AI动漫业务线已实现对2D与3D多种视觉形态的全面覆盖，并将漫剧创作全面迁移至自有AI漫剧生产平台，实现全流程高效协同。\n\r\n　　2025年全球户用储能系统出货量同比大增近50%，机构称全球储能拐点已至\n\r\n　　据媒体报道，高工产研储能研究所(GGII)初步统计数据显示，2025年全球户用储能系统出货量约35GWh，同比大幅增长近50%。从地区分布来看，户储装机量的市场集中度特征显著，德国、美国、澳大利亚、日本四大主要市场2025年装机量合计占据全球总装机量的57%，反映出成熟市场在全球需求中的主导地位。\n\r\n　　国盛证券表示，拐点已至，全球储能爆发在即。展望2026年，装机需求高景气的国内大储和海外储能为核心投资主线，重点把握两条主线：1)国内大储：国内处于政策红利期，独立储能量增趋势确定，关注价格传导下各公司业绩弹性；2)海外储能：常规储能需求维持高景气，关注AI配储、澳洲&欧洲户储带来的增量空间。\n\r\n　　公司方面，固德威主营业务是太阳能、储能等新能源电力电源设备的研发、生产和销售，产品包括储能逆变器、储能电池等。艾罗能源是主要出口欧洲的外销型光伏储能系统及产品提供商，也是行业内少数具备储能逆变器和储能电池协同一体化研发能力的企业。\n\r\n　　英伟达下一代RubinAI服务器将于8月启动交付\n\r\n　　据广达(Quanta)执行副总裁杨明兴透露：首批RubinAI机架有望于今年8月前送达客户，确保年底前完成与超大规模云厂商的系统集成。英伟达团队此前意外宣布：VeraRubin已在2026年第一季度进入“全面生产”——这一进度远超产品路线图预期，堪称行业里程碑。由于Rubin架构从“小芯片设计”转向“先进封装+HBM高带宽内存集成”，外界曾担忧其能否兑现“2026下半年交付”的承诺。但杨明兴表示，Rubin基础设施的核心组件与Blackwell系列高度复用——这意味着生产线转型的风险被大幅降低。\n\r\n　　英伟达预计，RubinAI系列将在2026年第四季度至2027年第一季度被超大规模云厂商全面采用，届时，GPT-5等前沿大模型将率先受益于其性能提升。长江证券电子团队认为，在NVL576架构的高密度互联需求下，Midplane配合正交背板的“无缆化”设计是官方明确的主流方案。相较于铜缆方案，正交背板最大的优势在于能够解决系统集成的物理瓶颈，并显著提高生产效率。\n\r\n　　上市公司中，胜宏科技已实现800G交换机产品的批量化作业，1.6T光模块已实现产业化作业；高端SSD已实现产业化作业，并加速布局下一代224G传输的ATE产品与正交背板产品，以及PTFE相关产品的研发认证。方邦股份产品攻克超薄厚度无渗透点及极低粗糙度(Rz)技术难点，已获多家PCB厂商小批量订单。下游应用锚定CoWoP封装带来的IC载板需求，以及800G/1.6T光模块采用SLP(类载板)工艺带来的增量。\n\r\n　　AIDC供电架构逐步进阶，固态变压器有望成为终极解决方案\n\r\n　　AI数据中心带来巨大的供电需求。机构研报指出，单颗AI芯片和单个AI计算机柜功率的不断提升，促使AIDC电源向大功率、直流化、高压化不断迭代。其中，供电架构逐步进阶，从UPS向高压直流(HVDC)、巴拿马电源及固态变压器(SST)升级，固态变压器(SST)有望成为终极解决方案。\n\r\n　　中信建投表示，从成本拆分来看，固态变压器(SST)成本主要由功率半导体、高频变压器、直流电容、散热系统等组成。其中，功率半导体器件成本占比达到30-40%。SiC、GaN等是实现电力电子功率变换的第三代半导体元器件。第三代宽禁带半导体具备耐压高、工作频率高、损耗低等优点，完美适配AIDC电源高压化、大功率化的迭代方向。几乎在AIDC电源所有涉及功率变换的环节中都有应用，是PSU、HVDC、SST够实现高功率AC/DC、DC/DC转换的核心。SST系统中功率半导体器件成本占比最高，SiC基本成为必选项，进一步拉动第三代宽禁带半导体需求。\n\r\n　　上市公司中，宏微科技产品适用于UPS电源、风光储、新能源汽车电控系统、新能源汽车充电系统等多元化领域，并积极向AI电源、机器人、先进能源与新型电力系统等场景探索。公司自主研发的GaN650V75mohm芯片研制成功，目前正进入客户导入阶段；此项成果标志着公司在GaN功率器件的技术实力取得实质性跃升，为拓展AI服务器电源和人形机器人等高增长市场奠定基础。士兰微已推出自主研发的应用于算力服务器电源的模拟芯片及系统解决方案。\n\r\n　　苹果正研发一款AI新品，智能硬件或有望成为AI流量入口\n\r\n　　行业媒体报道称，苹果正在研发一款尺寸类似AirTag的“AI佩戴式胸针”，计划最早于2027年发布。这款设备目前的开发代号尚未公开，但其形态被描述为“类似AirTag大小的圆形圆盘”。项目仍处于早期阶段且存在取消风险，不过消息称苹果工程师正全力推进，目标定于2027年推向市场。\n\r\n　　互联网大厂正积极下场探索硬件，除了字节、谷歌、meta等巨头们争相看好的智能眼镜赛道之外，近日字节跳动旗下飞书还与安克创新联合推出一款新形态录音设备，显示出跨界融合趋势。阿里云通义大模型业务总经理徐栋接受记者采访时指出，大模型时代的商业模式，除了在线Chatbot、Agent之外，硬件可能是其中快速能形成商业闭环的场景，在过去一年，已经有很多新硬件生长起来。民生证券认为，AI的助力下，智能硬件的能力边界不断拓宽。智能硬件有望成为AI流量入口，大模型将大幅度的提升智能硬件产品的使用体验。\n\r\n　　上市公司中，东芯股份将坚持既定战略，围绕网络通信、监控安防、消费电子、工业控制、汽车电子等关键应用和头部客户提供多样化的产品，并积极开拓自动驾驶、AI端侧设备、AI玩具、AI眼镜、AI耳机新型应用领域。荣旗科技基于机器视觉、“光机电算软”等技术，重点提供智能检测和组装装备。2015年进入苹果供应链并在2017年获得无线充电产品的视觉检测装备订单。公司提供应用于智能眼镜的检测设备主要服务于苹果，智能组装设备的主要客户是META。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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