联想集团(0992.HK)涨超5%，报11.15港元，为连续第二日上涨，股价创3月27日以来新高。 消息面上，摩根大通发表研报，预期联想集团6月底止2026财年首季业绩将优于市场预期，主因PC业务 的强劲表现。该行认为，PC业务盈利的韧性表现是由于市占率提升及灵活的供应链管理。另外，集团 的服务器(ISG)业务近期有多笔新订单，带动增长。中长期而言，进军AI服务器领域可能为该股带来重 新评级机会。考虑到PC市占率扩张，该行将26及27财年的盈利预测上调2至3%，维持"增持"评级，目标 价13港元。 此外，市场调查机构Canalys今日发布报告称，2025年第2季度全球平板电脑出货量达到3900万台，同比 增长9%、环比增长5%。苹果保持领先地位，第二季度出货量达到1410万台，同比增长2%。三星紧随其 后，出货量为670万台。排名第三至第五的华为、联想和小米，均实现了强劲的年度增长。 ...

每经AI快讯，8月5日，联想集团涨幅扩大至5.09%，报11.14港元，换手率0.91%，成交额12.33亿港元， 总市值1380.64亿港元。 （文章来源：每日经济新闻） ...

Core Viewpoint - Lenovo Group's stock rose over 4%, reaching HKD 11.03, with a trading volume of HKD 1.137 billion, following positive earnings expectations and market share growth in the PC sector [1] Financial Performance - Lenovo's board meeting is scheduled for August 13 to review and approve the unaudited financial results for the three months ending June 30, 2025 [1] - Citi Securities raised Lenovo's earnings forecast for the April to June period due to better-than-expected PC shipment volumes and profit margins, as well as stable server business revenue [1] - The target price for Lenovo was increased from HKD 11 to HKD 12, maintaining an outperform rating [1] Market Position - According to Morgan Stanley, Lenovo's PC market share continues to grow, creating a positive feedback loop for earnings [1] - Gartner data indicates that Lenovo's PC shipments increased by 12% quarter-over-quarter and 14% year-over-year for the April to June period [1] - Lenovo's global PC market share rose from 24.7% in Q2 2024 to 26.9% in Q2 2025, driven by stronger-than-expected corporate replacement demand and market share gains from U.S. competitors [1] - Increased scale may lead to enhanced purchasing power and better operational leverage, potentially improving profit margins in the April to June period [1]

8月5日，联想集团(00992)盘中上涨5.0%，截至14:38，报11.13元/股，成交12.26亿元。 联想集团有限公司是一家全球领先的信息通讯技术企业，主要提供智能终端产品、云基础设施以及行业 智能化解决方案。公司能够提供覆盖"端-边-云-网-智"全栈的服务与产品，致力于推动网络和通信基础 设施的建设与升级，发展以行业智能为核心的产品与服务体系，在全球范围内具有大规模的硬件安装基 数。 本文源自：金融界 作者：行情君 截至2024年年报，联想集团营业总收入4958.48亿元、净利润99.38亿元。 8月13日，联想集团将披露2025财年一季报。 ...

Canalys（现并入Omdia）研究经理Himani Mukka 表示："在中国消费者补贴政策的支持以及全球商用招标项目的推动下，全球平板市场在第二季度继续展 现出强劲的增长势头。市场还受益于一波新品发布热潮，尤其是在游戏平板领域。随着消费者对游戏场景的兴趣日益增长，游戏平板已成为一个细分增 长品类，尤其在亚洲地区表现突出。值得关注的新品包括小米的Redmi K Pad（8.8英寸）和vivo的Pad5，联想的Legion Tab季度出货量更是翻倍增长。厂 商们也在将平板作为其互联生态战略的关键组成部分。荣耀在第一季度率先发布'Alpha'计划，小米则于5月推出'人车家全生态'战略，旨在无缝整合智能 手机、平板、智能家居设备，甚至新能源汽车。新发布的小米Pad 7 Ultra正是该生态中的核心控制枢纽。" | 全球平板电脑出货量 (市场份额和年增长率) | | | | | | | --- | --- | --- | --- | --- | --- | | Canalys PC 分析统计数据: 2025 年第二季度 | | | | | | | 2025 年 | | 2025 年 | 2024 年 | 2024 ...

Core Insights - The global tablet market showed strong growth in Q2 2025, with shipments reaching 39 million units, a 9% year-on-year increase and a 5% quarter-on-quarter increase, driven by stable demand in China and EMEA regions [1] - The Chromebook market is experiencing a resurgence, particularly in Japan due to the GIGA school project, with shipments in the first half of 2025 reaching 11 million units [1][6] Tablet Market Overview - Apple remains the leader in the tablet market with 14.1 million iPads shipped in Q2 2025, a 2% increase year-on-year [4] - Samsung follows in second place with 6.7 million units shipped, while Huawei, Lenovo, and Xiaomi have all seen significant growth, particularly in the Chinese market [4] - Notable new product releases in the gaming tablet segment have contributed to market growth, with brands like Xiaomi and Lenovo seeing substantial increases in shipments [3] Chromebook Market Dynamics - Lenovo led the global Chromebook market in the first half of 2025 with shipments of 3.45 million units, a 27% year-on-year increase [7] - The demand for Chromebooks is expected to remain high due to government-funded procurement activities in Japan, with shipments to Japan increasing over 20 times year-on-year [6] - Other brands like HP, Acer, Dell, and ASUS are also participating in this growth, with ASUS showing a 43% increase in shipments [6][7] Market Share and Growth Rates - In Q2 2025, the market shares for key tablet manufacturers were as follows: Apple (36.1%), Samsung (17.1%), Huawei (8.3%), Lenovo (7.9%), and Xiaomi (7.8%) [4] - The Chromebook market share for the first half of 2025 showed Lenovo at 31.3%, HP at 23.4%, and Acer at 20.1%, indicating a competitive landscape [7]

Group 1 - Lenovo Group's stock rose over 4%, reaching HKD 11.03 with a trading volume of HKD 1.137 billion [1] - The board meeting on August 13 will review and approve the unaudited financial results for the three months ending June 30, 2025 [1] - Citi raised Lenovo's earnings forecast for Q2 2024 due to better-than-expected PC shipment volumes and profit margins, increasing the target price from HKD 11 to HKD 12 while maintaining an outperform rating [1] Group 2 - JPMorgan noted that Lenovo's PC market share continues to grow, creating a positive feedback loop for earnings [1] - According to Gartner, Lenovo's PC shipments increased by 12% quarter-on-quarter and 14% year-on-year for the period of April to June [1] - Lenovo's global PC market share is projected to rise from 24.7% in Q2 2024 to 26.9% in Q2 2025, driven by strong enterprise replacement demand and market share gains from U.S. competitors [1]

Core Viewpoint - Lenovo Group's stock rose over 4%, driven by positive earnings expectations and market share growth in the PC segment [1] Group 1: Financial Performance - Lenovo Group's board meeting is scheduled for August 13 to review and approve the unaudited financial results for the three months ending June 30, 2025 [1] - Citi Research raised Lenovo's earnings forecast for the April to June period due to better-than-expected PC shipment volumes and profit margins, as well as stable server business revenue [1] - The target price for Lenovo Group was increased from HKD 11 to HKD 12, maintaining an outperform rating [1] Group 2: Market Share and Growth - According to Morgan Stanley, Lenovo's PC market share continues to grow, creating a positive feedback loop for earnings [1] - Gartner data indicates that Lenovo's PC shipments increased by 12% quarter-over-quarter and 14% year-over-year for the April to June period [1] - Lenovo's global PC market share rose from 24.7% in Q2 2024 to 26.9% in Q2 2025, attributed to stronger-than-expected enterprise replacement demand and market share gains from U.S. competitors [1]

金融界2025年8月5日消息，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"一种电池 控制方法及电子设备"的专利，公开号CN120413834A，申请日期为2025年04月。 专利摘要显示，本发明实施例提供了一种电池控制方法及电子设备，所述电池控制方法包括：响应于获 得电子设备的电池组件的目标电池数据，为所述电池组件配置与所述目标电池数据适配的目标电池管理 策略；将所述目标电池管理策略给到所述电池组件的电池管理系统芯片，以使得所述电池管理系统芯片 基于所述目标电池管理策略执行对所述电池组件中的电芯的管理控制。 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1751条，专利信 息5000条，此外企业还拥有行政许可238个。 本文源自：金融界 作者：情报员 ...

美国市场价格上涨但需求未受影响，鉴于美国消费者强劲的购买力，零售价格的上涨似乎并未影响联想 个人电脑在美国的销量。 服务器收入表现积极，通用服务器业务稳健。里昂预计联想服务器业务收入在4-6月环比持平，为41亿 美元，主要受云服务提供商需求推动。对于7-9月，预计随着微软和美国新客户的中国数据中心需求增 加，服务器业务将进一步环比增长。 认股权证带来显著财务收益：公司于2025年1月8日发行了11.5亿份认股权证。里昂估计认股权证将带来 1.2亿美元的收益。 近日，国际知名大行里昂证券发布研报称，继7月5日上调预期后，进一步再度上调联想集团4-6月的盈 利预期。原因在于，联想PC业务的出货量及利润率优于此前预期，服务器业务收入亦保持稳健。因 此，将联想集团目标价从 11 港元上调至 12 港元，并维持跑赢大盘评级。 联想集团PC业务强劲，市场份额持续提升。里昂预计IDG收入在4-6月环比增长14%（此前预测为 7%），主要受美国市场因关税问题需求拉动；预计7-9月份，IDG业务将保持增长势头，环比增长 10%，主要受中国市场需求推动。 区域来看，在美国、欧盟和中国市场份额提升。根据IDC数据，2Q25联想全球 ...