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【风口研报】液冷散热成高端AI基础设施标配 行业商业化落地进程有望加速_我的网站

A |     　　A股三大指数今日涨跌不一，截止收盘，沪指涨0.19%，深证成指跌0.35%，创业板指跌1%。沪深京三市成交额仅1.84万亿，较昨日缩量近2000亿。    Honey Rose is set for a fierce return to screens with Rachel, the upcoming Malayalam thriller that has finally confirmed its release plan after weeks of speculation. The makers announced the new date on November 26 with a fresh poster reveal. Rachel, directed by debutant Anandhini Bala, will now arrive in theatres on December 12. The team had previously targeted December 6 but quietly pushed the film ahead. Although no official reason has been offered, the shift appears strategically sound since the earlier window was packed with heavyweight Malayalam releases.     Rachel finds a clear slot before the year end     Mammootty’s much hyped Kalamkaval heads the December 5 slate and is expected to dominate talk among viewers and exhibitors. Indrajith Sukumaran’s Dheeram and Sharaf U Dheen’s Khajuraaho Dreams also land in the same week, all aiming for strong starts during the early December rush. With no other Malayalam title currently occupying December 12, Rachel has found an uncontested space that may allow its word of mouth to travel further.The timing also adds curiosity around Honey Rose’s next move. The actor had a memorable 2023 with Pookkaalam and Rani The Real Story and has since been taking her time selecting roles. Early reactions to Rachel suggest she has chosen a part that is consciously darker and more psychologically layered than her recent outings.                                                                 View this post on Instagram          A post shared by Anandhini BALA (@anandhini._bala)               Honey Rose taps into vengeance and vulnerability     The film’s teaser hints at a story that draws from the grammar of classic revenge dramas while allowing its leading lady to command the frame. Honey Rose plays the titular Rachel, whose interior life is troubled by recurring visions of fiery eyes that follow her into her dreams. The teaser frames her recollections with a stripped back soundscape, focusing on her expressions as she pieces together the face she seeks. By its final moments, Rachel declares her intent to track down the man behind those haunting eyes and kill him, marking her shift from victim to avenger.     The creative team behind Rachel includes writer Rahul Manappatt who has collaborated with Abrid Shine on the screenplay. Their previous sensibilities leaned toward character driven storytelling with emotional texture and that approach appears to carry forward into this project. Anandhini Bala makes her directorial debut with this film and the teaser reflects a filmmaker interested in tightly controlled mood building rather than noisy spectacle. If the final film holds this tone, Rachel could offer a thriller experience shaped around tension and performance rather than sheer action volume.The supporting cast brings together a group of performers comfortable straddling realism and genre. Radhika Radhakrishnan, Babu Raj, Kalabhavan Shajon, Roshan Basheer, Chandu Salimkumar, Jaffar Idukki, Vineeth Thattil, Joji, and Dinesh Prabhakar all feature in roles that reportedly orbit Rachel’s past and her escalating search for truth. Although the makers are keeping narrative specifics under wraps, industry watchers believe the film will mix interpersonal drama with shadowy violence, a combination that Malayalam cinema has been exploring with renewed confidence in recent years.                                             A calculated release choice and a performance driven promise     With audiences now accustomed to a crowded December calendar, Rachel stands out by taking a quieter but arguably smarter route. It avoids direct competition with Kalamkaval, which is expected to open on a high due to its star power and action centric pitch. For a film centred on mood, atmosphere, and an actor led narrative, the mid December corridor could provide enough breathing room to make its mark.For Honey Rose, Rachel arrives as an opportunity to anchor a thriller with both emotional depth and psychological intensity. If the film delivers on the promise of its teaser, viewers may witness one of her most compelling character studies till date.     Also Read: Deepika Padukone makes Ruby Rose dance to Honey Singh songs。行业板块多数收涨，地面兵装、装修装饰、酒店餐饮、房地产服务、一般零售、医药商业、航海装备板块涨幅居前，贵金属、能源金属、稀土板块跌幅居前。个股方面，上涨股票数量超过4200只，70只股票涨停。

B |
　　根据TrendForce集邦咨询最新AIServer产业研究，在AI基础设施的建设浪潮下，以NVIDIA、AMD、Google为首的AI芯片持续迭代，单芯片的热设计功耗（TDP）普遍已超越1kW，整柜式AIServer方案的功率更攀升至数百kW，液冷散热逐步成为高端AI基础设施的标准配置。

C | TrendForce集邦咨询预估，2026年液冷在AI芯片的渗透率将达53%，2027年有望逼近60%。　　此外近日，根据国家市场监督管理总局（国家标准化管理委员会）公告，由中科曙光旗下曙光数创牵头编制的我国首部数据中心液冷国家标准——GB/T48023-2026《数据中心冷板式液冷系统技术规范》正式获批发布，并将于2027年2月1日起正式实施。这标志着我国数据中心液冷产业正式迈入标准统一、生态协同、创新加速的高质量发展新阶段。　　公司消息上，8月24日，液冷龙头英维克(002837)发布2026年半年度报告，报告显示，2026年上半年，英维克实现营业收入30.2亿元，同比增长17.24%；归属于上市公司股东的净利润1.8亿元，同比下降14.32%。有分析称，从二季度业绩来看，英维克一季度的利润大幅下滑并未延续，市场此前担忧的问题得到一定消解。　　中金公司表示，全球AI算力芯片功耗加速突破风冷散热极限，数据中心向液冷架构演进，预计服务器液冷泵作为核心动力组件有望迎来放量周期。东吴证券指出，液冷已从可选散热方案升级为AI数据中心的刚性基础设施，VeraRubin全面量产标志着行业进入业绩集中释放期。国产液冷已由送样验证进入批量交付阶段，2026—2028年份额提升有望快于行业增长。　　中金公司：预计服务器液冷泵作为核心动力组件有望迎来放量周期　　全球AI算力芯片功耗加速突破风冷散热极限，数据中心向液冷架构演进，预计服务器液冷泵作为核心动力组件有望迎来放量周期。国内汽车热管理龙头依托精密电子电机控制、高压全密封等底层工艺跨界入局，展现竞争优势。　　东吴证券：VeraRubin全面量产标志着行业进入业绩集中释放期　　液冷已从可选散热方案升级为AI数据中心的刚性基础设施，VeraRubin全面量产标志着行业进入业绩集中释放期。国产液冷已由送样验证进入批量交付阶段，2026—2028年份额提升有望快于行业增长。国内企业由外围冷源和代工环节逐步进入芯片平台、服务器ODM和海外云厂商供应体系。　　国泰海通：液冷行业迈入规模化商业落地周期　　液冷行业正式告别小规模技术验证阶段，迈入规模化商业落地周期。随着英伟达Blackwell、Rubin新一代AI平台原生搭载液冷架构，国内云厂商、IDC运营商大规模新建智算中心，液冷订单正从零散试点向批量部署切换。

D | 　　浙商证券：三季度上游零部件企业有望集中收获批量订单　　英伟达VR200机柜大规模出货是核心驱动力，叠加各类液冷终端设备量产落地，三季度上游零部件企业有望集中收获批量订单。海外算力资本开支持续上调印证行业景气度：谷歌、Meta、亚马逊相继上调2026年AI资本开支指引，北美云厂商加大算力布局节奏明确。　　东方证券：国内液冷产业链企业有望逐步切入海外算力供应链　　随着搭载原生液冷架构的新一代芯片持续交付，全球液冷需求增长确定性较强，国内液冷产业链企业有望逐步切入海外算力供应链，打开全新增长空间。　　华源证券：测算2027年单谷歌需求对应泵市场超25亿元　　英伟达下一代800HVDC架构CDU拟采用高压直流电子屏蔽泵，谷歌2MWCDU方案确认可采用，测算2027年单谷歌需求对应泵市场超25亿元。　　（本文不构成任何投资建议，投资者据此操作，一切后果自负。市场有风险，投资需谨慎。)（文章来源：东方财富研究中心）。

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