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AI“点亮”半年报 智能消费持续扩容_我的网站

一 |     2026年半年报披露季，一组数据勾勒出我国消费市场的新变化：智能助行外骨骼、AI眼镜、AI手机等产品，正以超出预期的速度进入普通消费者的购物车，也在上市公司财报中成为最亮眼的增长极。

二 |     Joran van der Sloot, the main suspect in the 2005 disappearance of Natalee Holloway, pleaded guilty Wednesday to federal extortion charges related to the Alabama teenager's disappearance and was sentenced to 20 years in prison.As a part of the plea deal, van der Sloot agreed to provide information about the 18-year-old's disappearance in Aruba to Holloway's mother, Beth Holloway.Van der Sloot said he killed Natalee Holloway on a beach, bludgeoned her face with a cinderblock and then disposed of her body in the ocean, according to a partial transcript of a proffer meeting he had with prosecutors on Oct. 3.Van der Sloot said Natalee Holloway had wanted to go back to her hotel that night, but he arranged for the two to get dropped off "a little bit further away from her hotel so we could walk back … and I might still get a chance to be with her," van der Sloot said in the meeting with prosecutors.As the two walked alone on the beach, van der Sloot said he "laid her down" and they began kissing, and then Holloway told him to stop.But he said he kept pursing her, and Natalee Holloway "knees me in the crotch," van der Sloot said, according to the transcript."When she knees me in the crotch I get up on the beach and I kick her extremely hard in the face," he continued.He said the teen was then "laying down unconscious, possibly even dead," according to the transcript.Van der Sloot told prosecutors he then found a cinderblock on the beach and "smashed" her head with it.He said he walked into the ocean up to his knees and pushed Natalee Holloway's body into the water.In court Wednesday, as van der Sloot pleaded guilty to federal extortion charges, Beth Holloway said, "Joran, for 18 years you denied killing my daughter," and now "you have finally admitted that you, in fact, have murdered her.""You are a killer. I want you to remember that every time that jail door slams," she said."Even if you have finally confessed ... you can't be tried here for her murder. But I do employ the court to give you the maximum sentence possible," Beth Holloway said.Turning to van der Sloot, she added, "By the way, you look like hell, Joran. I don't know how you are going to make it."She left the podium in tears.Van der Sloot, 36, apologized in court to the Holloway family and his own family, and said he hopes "the statement that I provided will provide some kind of closure.""I am not the same kind of person today as I was then, I have given my heart to Jesus Christ," he said.Natalee Holloway's dad, Dave Holloway, said in a statement, "Today's proceeding confirmed that this defendant murdered Natalee and then tortured and extorted those who loved her most.""He is evil personified," Dave Holloway said.The judge Wednesday accepted the plea agreement and said van der Sloot brutally murdered two young women who refused his sexual advances, but that his confession in the Natalee Holloway case cannot be used against him.The judge sentenced van der Sloot to 20 years in prison to run concurrently with the Peruvian sentence. He will also have to pay restitution to Beth Holloway.Van der Sloot initially pleaded not guilty to the extortion and wire fraud charges in June after he was extradited to the U.S. from Peru, where he had been serving a 28-year sentence for the 2010 murder of 21-year-old Stephany Flores.In 2010, van der Sloot was indicted by a federal grand jury for allegedly trying to extort Holloway's family.Federal prosecutors alleged that in March 2010 van der Sloot contacted Beth Holloway through her lawyer, John Q. Kelly, and claimed he would reveal the location of the teen's body in exchange for $250,000, with $25,000 paid upfront. During a recorded sting operation, Kelly met with van der Sloot at an Aruba hotel, giving him $10,000 in cash as Beth Holloway wired $15,000 to van der Sloot's bank account, according to prosecutors.Then, van der Sloot allegedly changed his story about the night he was with Natalee Holloway, prosecutors said. Van der Sloot claimed he had picked Natalee Holloway up, but she demanded to be put down, so he threw her to the ground. Van der Sloot said her head hit a rock and he claimed she died instantly from the impact, according to prosecutors.Van der Sloot then took Kelly to a house and claimed that his father, who had since died, buried Natalee Holloway in the building's foundation, prosecutors said.Kelly later emailed van der Sloot, saying the information he had provided was "worthless," according to prosecutors. Within days, van der Sloot left Aruba for Peru.After court ended Wednesday, Beth Holloway told reporters, "I got the answer I’ve been searching for for the last 18 years. ... For me, reaching the end of the nightmare is better than closure."ABC News' Miles Cohen contributed to this report.。行业数据同样印证了这一趋势。国家统计局数据显示，1至7月，规模以上可穿戴智能设备零售额增长超过1倍，AI导览、虚拟试衣间等一批沉浸式、互动式的消费场景加快落地，不断激发新的消费潜力。业内人士认为，从公司财报到行业数据，智能消费已从“概念导入”走向“业绩兑现”，成为扩内需重要的增量方向之一。消费电子行业受益AI明显2026年以来，消费电子市场呈现结构分化的特征，AI智能手机、可穿戴设备等新兴终端的创新浪潮持续涌动，AIGC（人工智能生成内容）与大模型在终端侧的渗透不断深化，产业链正经历深层变革与价值重塑。

三 | 截至记者发稿，15家申万二级消费电子类上市公司已公布半年报。从整体表现看，行业景气度回升态势明显：10家营收同比增长，11家归母净利润同比增长，7家扣非净利润同比增长，其中福日电子增幅最高，达755.90%。透视具体企业表现，产业链各环节又呈现差异化增长逻辑。上游算力基础设施需求持续爆发。

四 | 行业龙头工业富联上半年实现营业收入5578.61亿元，同比增长54.64%；归属于上市公司股东的净利润为237.40亿元，同比增长95.99%。公司表示，业绩增长主要受益于AI算力需求持续爆发，云计算业务板块营收同比增长75.7%，AI相关业务贡献持续扩大成为公司业绩增长的核心引擎。公司与全球头部客户共同攻克下一代AI服务器及液冷技术等核心环节，在VeraRubin平台已实现前瞻卡位。

五 | 智能终端整机制造企业在AI全场景生态转型中迎来业务增长。以智能手机等智能终端产品为核心业务的福日电子，在半年报中介绍，上半年行业竞争焦点向AI全场景智能生态转型，AI成为增长新动能。在此背景下，公司报告期营业收入、利润总额、归属于上市公司股东的净利润、归属于上市公司股东的扣非净利润均实现不同程度的同比增长，增幅分别为48.57%、170.23%、277.41%、755.90%。终端消费品牌也通过AI功能创新实现盈利逆势增长。主要从事音频设备研发生产销售的漫步者，在半年度报告中介绍，上半年公司实现营收12.68亿元，同比下降6.27%；但报告期内归属于上市公司股东的净利润达2.11亿元，同比增长5.54%。公司顺应新技术、新消费趋势，产品布局与应用场景进一步拓展，AI相关功能已在产品中全面搭载，如“漫翻译”功能实现多国语言实时翻译，“智能助手”已接入豆包和DeepSeek双大模型，“AI会议速记”功能实现语音实时转文字和AI提炼重点、待办、摘要等。

六 | 此外，立讯精密等行业知名上市公司半年度报告也将陆续出炉。业内人士认为，受益于AI算力需求持续爆发，预计有更多上市公司实现主营业务经营效益的稳步提升。商务部研究院副研究员洪勇表示，当前智能消费产业链呈现“全链条繁荣”。过去AI产业增长更多集中在算力、大模型等上游环节，现在正向智能终端、消费场景和服务应用快速渗透，带动智能消费由单点产品创新进入产业链协同升级阶段。具体而言，洪勇分析，上游AI创造新的硬件需求，推动芯片、传感器、光学器件等核心零部件向高性能、低功耗、智能化升级；中游AI创造新的制造增量，精密制造、光学模组、散热等环节订单规模与技术含量同步提升；下游AI创造新的产品和消费场景，推动消费从单一硬件购买向智能硬件、AI功能和持续服务一体化消费模式转变。技术迭代与市场扩容双轮驱动智能消费的爆发并非偶然，而是政策长期蓄力与市场拐点共振的结果。

七 | “十五五”规划纲要提出“创造美好数智生活”。今年7月份，《扩大消费“十五五”规划》发布，对深入推进“人工智能+消费”做出重点部署，明确扩大数字产品消费，增加人工智能手机和电脑、智能穿戴、智能机器人、桌面级三维（3D）打印设备等新一代智能终端产品有效供给。

八 | 短期激励政策也在同步助力。2026年以旧换新政策升级至2.0版本，数码和智能产品补贴范围有所扩大，在原有手机、平板、智能手表/手环基础上，首次将智能眼镜纳入补贴，并与智能家居（含适老化产品）一同构成新的支持方向。

九 | 商务部商务大数据显示，7月份重点平台具身智能机器人销售额增长95.1%，外骨骼助力器销售额增长39.5%，运动相机销售额增长24.7%，扫地机器人销售额增长19.4%。

十 | 洪勇指出，这一轮智能消费具有明显的产业链乘数效应。一个新的AI消费终端，可同时带动芯片、零部件、制造、软件、内容、平台和零售服务等多个环节增长。

十一 | 随着AI产品从新奇体验加快走向规模化应用，智能消费有望进一步打通技术创新、产业升级与消费扩容之间的链条。国研新经济研究院创始院长、智能经济首席专家朱克力认为，智能消费产业链不同环节增量机遇各有侧重：上游算力、光学、传感器等核心零部件环节，最大机遇在于消费级智能终端爆发带来的国产化替代；中游整机制造企业，机遇在于从单纯代工转向“软硬件一体化”，抓住以旧换新政策窗口打磨适配大众场景的智能硬件；下游流通与服务平台，机遇不只是卖硬件，而是依托AI导购、数字人、沉浸式场景，重构消费体验，打通产品、内容、服务，挖掘服务消费的新增量。

十二 | 朱克力同时提出，想把短期政策红利转化为可持续的增长动能，产业各方要借窗口期完成技术沉淀、用户积累与商业模式打磨。

十三 | 他建议，制造端跳出参数竞赛，立足真实用户痛点做产品，降低智能产品闲置率。产业链上下游强化协同，推进零部件标准化，完善配套服务体系，让技术创新真正匹配老百姓的消费需求，构建技术迭代、产品普及、市场扩容相互促进的正向循环。（记者 王文博 高伟 实习生贺景隆对此文亦有贡献）。

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