智通财经APP获悉，11月20日，联想集团(00992)发布2025/26财年第二季度财报，ISG基础设施方案业务 集团实现营收约293亿元人民币，同比提升24%。运营利润率环比提升1.2个百分点，业务盈利能力呈现 出企稳回升势头。AI服务器收入实现高双位数增长，订单储备强劲。 ...

Core Insights - Lenovo Group reported a record high quarterly revenue of 146.4 billion RMB for Q2 of the fiscal year 2025/26, representing a 15% year-on-year growth, significantly exceeding market expectations [1] - Adjusted net profit for the same period increased by 25% year-on-year, reaching 3.66 billion RMB [1] - The company disclosed its AI-related business revenue for the first time, which now accounts for 30% of total revenue [1]

Core Insights - Lenovo Group (00992) reported a record high revenue of 146.4 billion RMB for Q2 of the fiscal year 2025/26, representing a 15% year-on-year growth, significantly exceeding market expectations [1] - Adjusted net profit increased by 25% year-on-year, reaching 3.66 billion RMB [1] - The company disclosed for the first time that AI-related business revenue now accounts for 30% of total revenue [1]

Core Insights - Lenovo Group reported its Q2 financial results for the fiscal year 2025/26, with revenue from the Intelligent Devices Group (IDG) reaching 108.1 billion RMB, representing a year-on-year growth of 12%, exceeding market expectations [1] - The revenue from AI terminal devices significantly increased, accounting for 36% of IDG's total revenue, which is a substantial rise of nearly 17 percentage points year-on-year, marking it as one of the key growth drivers [1]

Core Insights - Revenue rose sharply in the second quarter, driven by the global push to adopt Windows 11 and the growth of the world's largest PC maker's server business amid the artificial intelligence boom [1] Group 1 - The adoption of Windows 11 is a significant factor contributing to the revenue increase [1] - The company's server business is expanding, benefiting from the ongoing artificial intelligence trend [1]

Core Insights - Lenovo Group (00992) reported its Q2 financial results for the fiscal year 2025/26, with revenue from the Intelligent Devices Group (IDG) reaching 108.1 billion RMB, representing a year-on-year growth of 12%, exceeding market expectations [1] - The revenue from AI terminal devices significantly increased, accounting for 36% of IDG's total revenue, which is a nearly 17 percentage point increase year-on-year, marking it as one of the most structurally significant growth drivers [1]

By Che Pan and Brenda Goh BEIJING (Reuters) -Lenovo said on Thursday it has signed long-term contracts for memory chips to ensure ​supplies amid rising memory prices because of surging AI demand. "We signed ‌the optimal contract with key component suppliers to ensure we have enough supply for next year," CEO ‌Yang Yuanqing told Reuters after the release of Lenovo's second-quarter results. Global memory chip prices are climbing due to demand from data centre operators for building artificial intelligence ...

Core Insights - Lenovo reported a 5% decline in profit for the second quarter [1] Financial Performance - The company's profit decreased by 5% compared to the previous year [1]

联想集团(00992)发布公告，该公司将于2025年12月24日派发截至2025年9月30日止6个月的中期股息每 股0.085港元。 ...

| | | 截至二零二五年 截至二零二五年 截至二零二四年 截至二零二四年 | | | 年比年轉變 | | | --- | --- | --- | --- | --- | --- | --- | | | 九月三十日 | 九月三十日 | 九月三十日 | 九月三十日 九月三十日 | | 截至 | | | 止三個月 | 上六個月 | 上一個月 | | | 九月三十日 | | | (未經審核) | (未経審核) | (未經審核) | (未經審核) | 止三個月 | 止六個月 | | | 白小美元 | 百属美元 | 白小美元 | 日,共元 | | | | 收入 | 20.452 | 39,282 | 17,850 | 33.297 | 15% | 18% | | 毛利 | 3.147 | 5.921 | 2,796 | 5,356 13% | | 11% | | 毛利率 經營費用 | 15.4% | 15.1% | 15.7% | | 16.1% (0.3)百分點 (1.0)百分點 | 7% | | | (2,504) | (4,493) | (2,145) | (4,211) | 17% | | | 經營溢利 | 6 ...