Core Insights - Lenovo (Beijing) Co., Ltd. has applied for a patent titled "Task Scheduling Method and Device," with publication number CN121387490A, and the application date is October 2025 [1] - The patent abstract indicates that the application provides a method and device for task scheduling, which includes obtaining task data for a target task and device attribute information for at least two execution devices [1] - The device attribute information characterizes the computing capabilities of the execution devices, which vary in terms of privacy and computing power [1] Company Overview - Lenovo (Beijing) Co., Ltd. was established in 1992 and is located in Beijing, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The company has a registered capital of 565 million Hong Kong dollars [1] - According to data from Tianyancha, Lenovo (Beijing) Co., Ltd. has invested in 107 companies, participated in 5,000 bidding projects, and has 1,744 trademark records and 5,000 patent records [1] - Additionally, the company holds 238 administrative licenses [1]

作者：情报员 国家知识产权局信息显示，联想（新加坡）私人有限公司取得一项名为"用于通信的非连续接收配置参 数"的专利，授权公告号CN115769638B，申请日期为2021年7月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

天眼查资料显示，联想（北京）有限公司，成立于1992年，位于北京市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本565000万港元。通过天眼查大数据分析，联想（北京） 有限公司共对外投资了107家企业，参与招投标项目5000次，财产线索方面有商标信息1744条，专利信 息5000条，此外企业还拥有行政许可238个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，联想（北京）有限公司申请一项名为"一种控制方法和电子设备"的专利，公 开号CN121387042A，申请日期为2025年10月。 专利摘要显示，本申请公开一种控制方法和电子设备，涉及计算机技术领域，其中控制方法包括：响应 于检测到电子设备的目标事件，将电子设备切换至第二模式；向电子设备的电源装置发起第一指令，以 使所述电源装置基于所述第二模式和所述第一指令关断向系统提供的主电源和待机电源、保持所述电源 装置内部用电的接通状态，并在关断所述主电源和所述待机电源后基于延时处理再次接通所述待机电源 和所述主电源，以进行开机；响应于检测到所述主电源接通，发起第二指令 ...

23日，据媒体公开消息称，中国已要求阿里巴巴等顶尖科技公司准备订购H200人工智能芯片，这也是 英伟达重返中国市场计划的关键一步。 如若消息属实，这将对服务器等硬件设备的需求呈现井喷式增长，联想集团作为全球服务器市场的重要 参与者，也是阿里服务器的最大供应商，将有望斩获更多的服务器订单，成为最直接的受益方之一。 联想与阿里巴巴的合作由来已久且不断深入。早在2017年，联想就已经与阿里云展开合作，并一直是阿 里云重要的服务器供应商。2025年4月联想集团董事长兼 CEO 杨元庆透露，联想服务器赢得阿里巴巴、 字节跳动等大客户的青睐。 从硬件供应来看，联想能够为阿里巴巴提供定制化、高性能的服务器产品，满足阿里在云计算、大数据 处理、AI 模型训练等复杂业务场景下的多样化需求。此外，在AI PC和面向行业和企业的智能体解决方 案方面，联想与阿里巴巴有着广泛和广阔的合作。 ...

Group 1 - The core point of the article is that Newman (02530.HK) announced the purchase of 6 million shares of Lenovo Group at an average price of approximately HKD 8.83 per share, totaling around HKD 53 million including stamp duty and related expenses [1] Group 2 - The transaction is set to take place on January 23, 2026, indicating a strategic investment decision by the company [1] - The average purchase price reflects the company's valuation perspective on Lenovo Group shares [1]

Core Viewpoint - Lenovo is seeking partnerships with major language model companies to enhance its devices and establish a presence in the global AI sector [1][3]. Group 1: Company Strategy - Lenovo plans to integrate AI technology across its entire product range, including personal computers, smartphones, and wearable devices [1][3]. - The company recently launched a cross-device intelligent system called "Kira," which can integrate with partners' large language models [1][3]. - Lenovo's CFO, Winston Cheng, stated that apart from Apple, Lenovo is the only company with significant market shares in both personal computers and mobile devices while operating in both open Android and Windows ecosystems [1][3]. Group 2: Potential Collaborations - Lenovo aims to sign cooperation agreements with several large language model developers, including Humain from Saudi Arabia, Mistral AI from Europe, Alibaba, and DeepSeek from China [1][3]. Group 3: Cost Management and Partnerships - Cheng mentioned that Lenovo adopts a "resource integrator" strategy, opting for partnerships rather than developing large language models in-house, mainly due to varying global regulatory policies [2][4]. - In response to rising memory chip prices affecting the consumer electronics sector, Lenovo plans to pass on the increased costs to consumers [2][4]. - Lenovo has partnered with NVIDIA to develop a liquid-cooled hybrid AI infrastructure to support AI cloud service providers in rapidly deploying data centers [2][4].

国家知识产权局信息显示，联想（北京）有限公司取得一项名为"机箱及电子设备"的专利，授权公告号 CN223828033U，申请日期为2025年2月。 专利摘要显示，一种机箱及电子设备，涉及电子设备的技术领域。其中，一种机箱，包括箱体、第一伸 缩装置和连接部件，第一伸缩装置设置在箱体上；连接部件通过第一伸缩装置连接在箱体的一侧，第一 伸缩装置能够沿第一方向伸缩以调节箱体与连接部件的距离；第一伸缩装置包括锁定件，锁定件能够锁 定伸缩装置的伸缩长度，锁定件的解锁方向和第一方向满足相同条件。 天眼查资料显示，联想（北京）有限公司，成立于1992年，位于北京市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本565000万港元。通过天眼查大数据分析，联想（北京） 有限公司共对外投资了107家企业，参与招投标项目5000次，财产线索方面有商标信息1744条，专利信 息5000条，此外企业还拥有行政许可238个。 本文源自：市场资讯 作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

Group 1 - Lenovo is pursuing partnerships with multiple large language models globally to enhance its devices and establish itself as a significant player in the AI sector [1]

Core Insights - Lenovo (Beijing) Co., Ltd. has applied for a patent titled "Configuration Method and Electronic Device," with publication number CN121393390A, filed on December 2025 [1] - The patent abstract indicates that the disclosed configuration method is applicable in the field of display control technology, involving the determination of target parameters corresponding to target display content and the establishment of a target frame rate based on these parameters [1] Company Overview - Lenovo (Beijing) Co., Ltd. was established in 1992 and is located in Beijing, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The company has a registered capital of 565 million Hong Kong dollars [1] - According to Tianyancha data analysis, Lenovo (Beijing) Co., Ltd. has invested in 107 enterprises, participated in 5,000 bidding projects, and holds 1,744 trademark records along with 5,000 patent records, in addition to possessing 238 administrative licenses [1]

Core Insights - Intel has shown significant improvement in its financial performance for Q4 of FY2025, with revenue reaching $13.7 billion and Non-GAAP EPS at $0.15, exceeding expectations [1] - The recovery is primarily driven by a strong rebound in the Data Center and AI (DCAI) business, which saw a 15% quarter-over-quarter growth, marking the fastest growth in nearly a decade [1] - The partnership between Intel and Lenovo is deepening, particularly in the Client Computing Group (CCG) sector, with the early shipment of the Core Ultra Series 3 processors, which supports Lenovo's high-end AI PC strategy [2][3] Financial Performance - Intel's Q4 FY2025 revenue reached $13.7 billion, hitting the upper limit of guidance, with a Non-GAAP EPS of $0.15, significantly above the expected $0.08 [1] - The gross margin improved to 37.9%, exceeding guidance by 140 basis points, marking the fifth consecutive quarter of performance exceeding expectations [1] Strategic Developments - The Core Ultra Series 3 processors, based on the advanced 18A process node, have been shipped ahead of schedule, providing a boost to Lenovo's AI PC strategy [2] - The Aura Edition product line, featuring the latest Core Ultra processors, is set to drive over 200 laptop designs, making it one of Intel's most widely adopted AI PC platforms [3] Market Positioning - Intel and Lenovo are focusing on the private cloud and edge AI markets, which are seen as underappreciated growth areas for Intel and a core competitive advantage for Lenovo [7][8] - The collaboration aims to provide cost-effective AI solutions for businesses, avoiding the high-end GPU market dominated by competitors like NVIDIA [7][8] Future Outlook - The partnership is expected to strengthen as Intel resolves capacity constraints and improves supply conditions in Q2 2026, positioning Lenovo to capitalize on the upcoming enterprise upgrade cycle [3] - The alliance is redefining the Wintel partnership, with a focus on local processing of AI applications to enhance privacy and reduce latency, potentially leading to a structural turnaround for Intel's performance [10][11]