他强调，"困难方显英雄本色，这个情况下要看谁能拿到更多的供应和更好的成本，我们对此是有信心 的。" 责任编辑：何俊熹 新浪科技讯 2月12日下午消息，联想集团发布FY2025/26 Q3业绩，并举行了媒体沟通会。 会上，联想集团董事长兼CEO杨元庆表示，上季度对包括我们在内的硬件设备厂商带来了非常大的挑 战，尤其是存储价格的上涨，带来了很大压力。 他表示，"未来依然会有这样挑战，今年大概零部件成本价格都会上涨。但我们会充分利用供应链的能 力，再加上我们非常重视与供应商保持良好关系，所以我们相信能够保证客户和市场的需求，同时保证 竞争力。" 会上，联想集团董事长兼CEO杨元庆表示，上季度对包括我们在内的硬件设备厂商带来了非常大的挑 战，尤其是存储价格的上涨，带来了很大压力。 他表示，"未来依然会有这样挑战，今年大概零部件成本价格都会上涨。但我们会充分利用供应链的能 力，再加上我们非常重视与供应商保持良好关系，所以我们相信能够保证客户和市场的需求，同时保证 竞争力。" 他强调，"困难方显英雄本色，这个情况下要看谁能拿到更多的供应和更好的成本，我们对此是有信心 的。" 责任编辑：何俊熹 新浪科技讯 2月12日下午消 ...

杨元庆也强调，"但联想从来不怕这样的挑战，甚至总是把挑战变成机遇。去年年初，大家都在担心形 势的变化对会对我们有很大影响，但实际上我们充分利用全球运营能力，顺利度过了周期。" 责任编辑：何俊熹 新浪科技讯 2月12日下午消息，联想集团发布FY2025/26 Q3业绩，并举行了媒体沟通会。 会上，联想集团董事长兼CEO杨元庆表示，上季度对包括我们在内的硬件设备厂商带来了非常大的挑 战，尤其是存储价格的上涨，带来了很大压力。 他表示，"目前挑战还在继续，上季度比前一季度（存储价格）增长了40~50%，接下来可能更夸张， （存储价格）可能要翻倍（增长）。现在不仅是内存，包括SSD、甚至CPU都在涨价，给大家带来了很 大的不利。" 会上，联想集团董事长兼CEO杨元庆表示，上季度对包括我们在内的硬件设备厂商带来了非常大的挑 战，尤其是存储价格的上涨，带来了很大压力。 他表示，"目前挑战还在继续，上季度比前一季度（存储价格）增长了40~50%，接下来可能更夸张， （存储价格）可能要翻倍（增长）。现在不仅是内存，包括SSD、甚至CPU都在涨价，给大家带来了很 大的不利。" 杨元庆也强调，"但联想从来不怕这样的挑战，甚至总是 ...

Lenovo Group Ltd. expects the memory crunch to affect the global hardware industry for the rest of the year, Chief Executive Officer Yang Yuanqing said on Thursday. The company earlier reported a 21% decline in net income over the December quarter, pushing its shares down 4.7% and underscoring concern about the pressure on margins from rising memory costs that have hit every corner of the electronics industry. That overshadowed a better-than-expected rise in revenue to $22.2 billion. Most Read from Bloo ...

Core Insights - Lenovo Group reported strong performance in its ISG infrastructure solutions business, with revenue reaching 36.7 billion RMB, representing a year-on-year growth of over 31% [1] - The artificial intelligence infrastructure segment saw revenue growth of over 59% year-on-year, indicating robust demand and a strong order backlog [1] - The Neptune liquid cooling solution business experienced remarkable growth, with revenue increasing by over 300% year-on-year [1] - The company plans to leverage market trends and anticipates annual net cost savings of 1.4 billion RMB over the next three years, aiming to establish a sustainable growth trajectory [1]

Core Viewpoint - Lenovo Group reported strong growth in its ISG infrastructure solutions business during the FY2025/26 Q3 earnings release, highlighting significant revenue increases and a focus on sustainable profitability growth [1] Group 1: Financial Performance - The ISG infrastructure solutions business generated revenue of 36.7 billion RMB, representing a year-on-year growth of over 31% [1] - Revenue from artificial intelligence infrastructure grew by over 59% year-on-year, indicating strong demand and order reserves [1] - The Neptune liquid cooling solution saw revenue growth of over 300% year-on-year, showcasing its market acceptance and potential [1] Group 2: Future Outlook - The company plans to capitalize on market trends, projecting an annual net cost saving of 1.4 billion RMB over the next three years [1] - Lenovo aims to establish a sustainable path for profitable growth, reflecting its strategic focus on efficiency and market adaptation [1]

Core Insights - Lenovo Group reported Q3 FY2025/26 revenue of 157.5 billion RMB, representing a year-on-year growth of over 18% [1][2] - Adjusted net profit increased by 36% year-on-year, exceeding market expectations of 32% [1][2] Business Segment Performance - The IDG Intelligent Devices Group achieved revenue of 111.7 billion RMB, with a year-on-year growth of 14% [1][2] - Adjusted operating profit for the IDG segment grew by over 15% year-on-year [1][2] Product Highlights - Motorola's smartphone shipments reached a historical high, with a year-on-year growth of 9% [1][2] - The activation volume of Lenovo and Motorola AI devices also hit a historical peak, with PCs and smartphones each accounting for approximately half of the global activations [1][2]

Lenovo Group (SEHK:00992) Q3 2026 Earnings call February 12, 2026 02:00 AM ET Company ParticipantsAshley Gorakhpurwalla - President of Infrastructure Solutions GroupKen Wong - President of Solutions and Services GroupLixi Yuan - Director of Investor RelationsLuca Rossi - President of Intelligent Devices GroupSergio Buniac - SVP of Mobile Business Group and President of MotorolaWinston Cheng - CFOYuanqing Yang - Chairman and CEOLixi YuanGood morning, good afternoon, and good evening. Welcome to Lenovo's Earn ...

Lenovo Group (SEHK:00992) Q3 2026 Earnings call February 12, 2026 02:00 AM ET Company ParticipantsAshley Gorakhpurwalla - President of Infrastructure Solutions GroupKen Wong - President of Solutions and Services GroupLixi Yuan - Director of Investor RelationsLuca Rossi - President of Intelligent Devices GroupSergio Buniac - SVP of Mobile Business Group and President of MotorolaWinston Cheng - CFOYuanqing Yang - Chairman and CEOLixi YuanGood morning, good afternoon, and good evening. Welcome to Lenovo's Earn ...

Lenovo Group (SEHK:00992) Q3 2026 Earnings call February 12, 2026 02:00 AM ET Speaker2Good morning, good afternoon, and good evening. Welcome to Lenovo's Earnings Investor Webcast. This is Lisa Yuan, Director of Investor Relations at Lenovo. Thanks everyone for joining us. Before we start, let me introduce our management team joining the call today. Yuanqing Yang, Lenovo's Chairman and CEO. Winston Cheng, Group CFO. Luca Rossi, President of Intelligent Devices Group. Ashley Gorakhpurwalla, President of Infr ...

联想集团在港交所公告称，第三季度营收222亿美元，预估207.6亿美元；第三季度净利润5.455亿美元； 第三季度毛利率15.1%，预估15.4%。 来源：市场资讯 （来源：科创100ETF基金） ...