Core Insights - Lenovo Group reported a 22% year-on-year revenue growth to 136.2 billion RMB for Q1 of FY 2025/26, achieving a historical high for the same period [1] - The company demonstrated resilience amid global trade disruptions caused by the Trump tariff war, maintaining competitiveness and market share [1] - Lenovo's three main business groups capitalized on AI-driven structural growth opportunities, entering a "value realization period" [1] Financial Performance - Non-Hong Kong Financial Reporting Standards net profit increased by 22% to 2.816 billion RMB, indicating enhanced profitability [1] - The Intelligent Devices Group (IDG) revenue reached 97.3 billion RMB, growing 17.8%, with the PC business achieving its fastest growth in 15 quarters [1] - Infrastructure Solutions Group (ISG) revenue grew by 35.8%, while Solutions and Services Group (SSG) revenue increased by 19.8%, with an operating profit margin of 22.2% [1] Business Strategy - Non-PC business revenue accounted for 47% of total revenue, indicating a more balanced growth structure [2] - Lenovo is leveraging PCs to drive multi-business collaborative growth, creating a positive feedback loop from personal to enterprise intelligence [2] - In the personal intelligence sector, Lenovo solidified its leadership in the global AI PC market, with AI PC shipments exceeding 30% of total PC shipments [2] AI Development - Lenovo launched AI PCs featuring the "Tianxi" personal super intelligent agent, enhancing edge inference, energy efficiency, and privacy protection [2] - The enterprise intelligence segment saw a 155% year-on-year growth in AI infrastructure revenue, supported by a comprehensive AI product ecosystem [2] - The company aims to continue executing its hybrid AI strategy, focusing on innovation in personal and enterprise intelligence products and solutions for sustainable growth [2]

联想集团8月14日公布的截至2025年6月30日2025/2026财年第一季度业绩显示，营收1362亿元，同比增 长22%；非香港财务报告准则下净利润同比增长22%，达28.16亿元。 据介绍，联想集团正在构建以混合云平台、智能体管理平台和行业垂直解决方案库为核心的全栈AI产 品体系。继发布"乐享"企业超级智能体后，联想正在构建人工智能模型工厂，开发智能体平台，以推进 联想混合式人工智能优势集的全面落地。报告期内，联想集团AI基础设施业务营收同比增长155%。 在联想集团三大主营业务集团中，IDG智能设备业务集团实现营收973亿元，同比增长17.8%；ISG基础 设施方案业务集团营收实现35.8%的增长；SSG方案服务业务集团收入增长19.8%，运营利润率达 22.2%，核心利润引擎地位进一步稳固。 联想集团董事长兼CEO杨元庆表示，联想将继续坚定执行混合式人工智能战略，推进人工智能普惠的愿 景，在个人智能与企业智能产品/方案方面不断创新，不断增强运营竞争力，实现可持续的增长和盈利 提升。 得益于多元化增长引擎持续加速，联想集团该财季非PC业务营收占比进一步提升至47%，驱动集团增 长结构更趋均衡的同时，也为 ...

当前，"超级智能"正成为全球科技巨头竞相押注的新风口，这与联想集团早在两年前即提出的"混合式 AI"战略，以及今年初率先发布的"超级智能体"矩阵不谋而合。与此同时，本季度联想集团持续加码创 新投入，研发费用同比增长超10%，为集团在混合式AI时代的长期竞争力奠定了坚实基础。 "凭借兼具韧性与灵活性的供应链模式和卓越运营，我们克服了重重挑战，营收和盈利双双大幅提升， 业绩创下第一财季的历史新高，兑现了我们保持竞争优势、持续增长的承诺，实现了新财年的开门 红。"联想集团董事长兼CEO杨元庆表示，"展望未来，我们将继续坚定执行混合式人工智能战略，推进 人工智能普惠的愿景，在个人智能与企业智能产品/方案方面不断创新，不断增强运营竞争力，实现可 持续的增长和盈利提升。" （编辑 张明富） 本报讯 （记者向炎涛）8月14日，联想集团有限公司（以下简称"联想集团"）公布截至2025年6月30日 的2025/2026财年第一财季业绩。该财季，公司实现营业收入1362亿元（人民币，下同），同比增长 22%；非香港财务报告准则下净利润同比增长22%，达28.16亿元。 在全球AI竞赛正如火如荼的市场环境中，联想集团三大主营业务集 ...

联想集团8月14日早间在港交所公告，截至2025年6月30日止的第一财季，联想集团收入上升22%至188 亿美元(现汇率约合1351.29亿元人民币)，创有史以来最高第一季度收入。(IT之家) ...

Core Insights - The article highlights that Lenovo Group has achieved record high performance in Q1, driven by the rising trend of hybrid AI technology [2] Group 1: Company Performance - Lenovo Group's Q1 revenue reached a new high, indicating strong demand and effective market strategies [2] - The company reported a year-on-year growth of 15% in its AI-related product sales, showcasing its commitment to innovation and adaptation to market trends [2] - The overall profitability of Lenovo improved, with net income increasing by 10% compared to the previous quarter, reflecting operational efficiency [2] Group 2: Industry Trends - The hybrid AI sector is identified as a significant growth area, with increasing investments and interest from various industries [2] - The article notes that companies leveraging hybrid AI technologies are likely to gain competitive advantages in their respective markets [2] - The demand for AI solutions is expected to continue rising, with projections indicating a market growth rate of 25% annually over the next five years [2]

Core Insights - Lenovo Group reported a 22% year-on-year revenue growth for Q1 of the 2025/26 fiscal year, reaching 136.2 billion yuan, marking a historical high for the same period [1] - The company is advancing its "mixed AI" strategy, aiming for long-term competitiveness in the AI era, with R&D expenses increasing by over 10% year-on-year [2] Financial Performance - Non-Hong Kong Financial Reporting Standards net profit increased by 22% to 2.816 billion yuan, while net profit under Hong Kong standards surged by 108% to 3.66 billion yuan, primarily due to non-cash gains from stock price fluctuations [1][3] - The IDG smart device business group achieved revenue of 97.3 billion yuan, a 17.8% increase, with PC business growth at its fastest pace in 15 quarters [1][4] Business Segments - The ISG infrastructure solutions business group saw a revenue increase of 35.8%, while the SSG solution services business group reported a 19.8% revenue growth, achieving an operating profit margin of 22.2% [1] - Non-PC business revenue now accounts for 47% of total revenue, indicating a more balanced growth structure and supporting the company's mixed AI strategy [1] Market Trends - The global PC market is experiencing an unexpected recovery, with IDC reporting a 6.5% year-on-year increase in global PC shipments for Q2 2025 [3] - AIPC shipments accounted for over 30% of total PC shipments, with a projected 77% year-on-year growth in AIPC shipments by 2025 [2][4] Strategic Initiatives - Lenovo is building a comprehensive AI product system centered around a hybrid cloud platform and intelligent management solutions to accelerate enterprise-level AI deployment [2] - The company is focusing on creating a unified AI entry point and exploring new intelligent experiences across devices and ecosystems [2][5]

联想集团董事长兼CEO杨元庆强调，凭借ODM+端到端运营，以及"全球资源、本地交付"的独特模式， 联想集团克服了关税等宏观环境带来的挑战，成功兑现了前两个季度承诺的保持"竞争力不降、市场份 额不掉、盈利不减"的目标。"我们当然也有底气有实力，继续驾驭未来的不确定性。" 杨元庆表示，AI PC渗透率持续加速，目前已占到联想个人电脑总出货量的30%以上，超出了之前的预 期。（智通财经记者 周玲） 8月14日，联想集团发布2025/26财年第一季度业绩报告。财报数据显示，集团第一季度整体营收达1362 亿元，同比增长22%，创下历史同期新高。非香港财务报告准则下净利润同比增长22%，达28.16亿元。 所有主营业务营收全部实现大双位数的高速增长，非PC业务营收占比升至47%，业务结构持续优化。 ...

Core Insights - Lenovo Group reported a record high revenue of 136.2 billion RMB for Q1 of the 2025/26 fiscal year, marking a 22% year-on-year increase [1] - The net profit under non-Hong Kong financial reporting standards also grew by 22% to 2.816 billion RMB, with all main business segments achieving double-digit growth [1] - Non-PC business revenue now accounts for 47% of total revenue, indicating a continued optimization of the business structure [1] Revenue Growth by Region - Revenue in China increased by 36% year-on-year [1] - Revenue in the Asia-Pacific region (excluding China) grew by 39% [1] - Revenue in Europe, the Middle East, and Africa (EMEA) rose by 9% [1] - Revenue in the Americas increased by 14% [1] Strategic Advantages - Lenovo's unique "China + N" global manufacturing strategy supports robust growth by leveraging local operations in key markets to respond quickly to market demands and mitigate external risks [2] - The company operates over 30 self-owned or partnered manufacturing bases across 11 global markets, creating a resilient supply chain network [2] - Lenovo's ODM+ end-to-end operations model allows for effective management of cost pressures and market dynamics, ensuring sustainable growth [2] Innovation and AI Strategy - Lenovo's R&D investment saw double-digit growth in Q1, focusing on personal and enterprise intelligence innovations [3] - The company maintains the leading global market share in AI PCs, with over 30% of total PC shipments being AI PCs [3] - The smartphone business achieved a 14% revenue growth, with Moto's market share reaching a historical high [3] Enterprise Intelligence Growth - Revenue from Lenovo's AI infrastructure business surged by 155% year-on-year, with strong order reserves [4] - The company launched the "LeXiang" enterprise super intelligent system, marking a significant milestone in enterprise AI [5] Future Outlook - Lenovo is committed to continuous innovation and aims to deliver breakthrough innovations for customers while creating lasting value for stakeholders [6] - The company plans to showcase its latest AI advancements at the upcoming Lenovo Tech World event in January 2024 [5]

2025年8月14日，联想集团公布截至2025年6月30日的2025/26财年第一季度业绩。当季营收同比增长 22%至1362亿元人民币，创下历史同期新高；非香港财务报告准则下净利润同比增长22%，达28.16亿元 人民币。三大主营业务集团均实现双位数增长，非PC业务占比提升至47%，多元化增长结构持续优 化。 第一季度业绩沟通会上，联想集团不仅交出一份强劲成绩单，董事长兼CEO杨元庆更带来重磅消息： 2026年1月6日国际消费电子展期间，联想将于全球最大球形沉浸式体验中心——位于拉斯维加斯的 Sphere场馆举办联想Tech World创新科技大会，集中展示公司在人工智能、终端设备、基础设施和服务 等领域的最新技术突破。 业绩亮眼，韧性与底气兼备 财报显示，联想集团在第一季度实现稳健增长，营收和净利润均表现出色。 IDG智能设备业务集团：实现营收973亿元人民币，同比增长17.8%；PC业务以24.6%的市场份额稳居全 球第一，并以超20%的同比提升创下15个季度以来的最快增速。AI PC持续成为核心驱动，国际市场及 中国市场均实现双位数增长。旗下智能手机品牌摩托罗拉海外折叠屏细分市场份额超50%，稳居榜首 ...

2025年8月14日，联想集团公布截至2025年6月30日的2025/26财年第一季度业绩：当季营收同比增长 22%至1362亿元人民币，创历史同期新高；非香港财务报告准则下净利润同比增长22%达28.16亿元人民 币。 与此同时，今年5月推出的联想"天禧"个人超级智能体，已在AI PC产品全面搭载，具备端侧推理、高能 效和隐私保护优势。报告期内，天禧个人超级智能体WAU(每周活跃用户比例)平均值达40%，显示出个 人超级智能体的高使用黏性和价值转化潜力。 业绩沟通会上，联想集团董事长兼CEO杨元庆表示：人工智能时代带来了前所未有的增长机遇，我们正 坚定地执行混合式人工智能的战略。 在推进人工智能战略落地方面所取得的重要进展。 个人智能方面，AI PC渗透加速，已成为行业增长新引擎。机构数据显示，2025年AI PC出货量预计同 比增长77%，并有望在2027年达到PC总出货量的70%。可见，AI PC有望超越传统换机周期因素，成为 更强的市场动能。报告期内，联想的AI PC出货量占整体PC出货量超过30%，联想中国市场具备"五大 AI特性"的AI PC出货量占比已达笔记本总出货量的27%；Windows A ...