Core Insights - Lenovo Ventures hosted the 2025 CVC Investment Week in Beijing, focusing on "Silicon-based Evolution and Symbiosis" and showcasing over 50 invested companies and their advancements in the silicon-based intelligent era [1][3] Group 1: Investment and Ecosystem - Lenovo Ventures has invested in over 280 technology companies in nine years, with 20 of them successfully going public and nurturing over 50 unicorns in niche sectors [7] - The CVC 2.0 model utilized by Lenovo Ventures leverages Lenovo's global brand influence, channel network, and efficient supply chain to create a robust business cooperation bridge between member companies and Lenovo Group [1][7] Group 2: AI and Technology Integration - The event featured immersive exhibition areas highlighting key segments of the silicon-based intelligent industry chain, including foundational computing power, innovative architectures, and upper-layer applications [3] - Lenovo Ventures has invested in over 50 AI-related companies over the past decade, showcasing top AI model companies and representative AI-native applications at the event [3] Group 3: Robotics and Intelligent Systems - The robotics and embodied intelligence exhibition area presented a diverse range of humanoid robots and advanced surgical robots, redefining the boundaries of precision medicine [5] - Companies like Xingdong Jiyuan and Kuawei Intelligent showcased humanoid robots, while other exhibitors presented various types of robots for industrial and medical applications [5] Group 4: Future Focus Areas - Lenovo Ventures will continue to focus on three key areas: the evolution of silicon-based intelligence to foster multi-agent ecosystems and AI application explosions, revolutionary computing architectures including integrated storage and computing, quantum computing, and brain-like computing, and the construction of a comprehensive transportation blueprint exploring autonomous driving and low-altitude economies [7]

Group 1 - Yushu Technology has initiated its IPO counseling with CITIC Securities as the advisory firm, aiming to submit its IPO application by October 2023 [2] - The capital competition in the embodied intelligence sector is intensifying, with multiple companies like Zhiyuan Robotics and others disclosing financing progress in July [2] - Goer Microelectronics has re-submitted its listing application to the Hong Kong Stock Exchange, with several financial institutions acting as joint sponsors [2] Group 2 - The first national standard for campus meal services will be implemented on December 1, 2023, aimed at enhancing food safety in schools [5] - Good Products has been involved in a share transfer dispute amounting to 996 million yuan, with the case currently accepted by the Guangzhou Intermediate People's Court [5] - JD.com has made significant investments in three robotics companies, indicating a focus on technological innovation in supply chain scenarios [6] Group 3 - The Chinese third-generation autonomous superconducting quantum computer "Benyuan Wukong" has been deployed in multiple locations, supporting major national research projects [6] - Xiaomi SU7 has achieved the highest one-year resale value among electric vehicles at 88.91%, indicating strong market performance [8] - The overseas market for online literature is projected to exceed 5 billion yuan in 2024, with a significant increase in overseas user numbers [9] Group 4 - Ant Group's AI health application AQ has launched on iOS and quickly topped the Apple App Store's medical category, indicating strong market interest [16] - Alibaba's Tongyi Qianwen has updated its flagship Qwen3 model, enhancing its capabilities for long text processing [17] - The number of generative AI services registered in China has reached 346, reflecting the rapid growth of AI applications [18] Group 5 - "Box Box Sharing" has completed over 100 million yuan in Series F financing, aimed at enhancing its industry capabilities [19] - "Jiliu Technology" has secured nearly 100 million yuan in A+ round financing, focusing on core technology development [20] - "Tongxin Medical" has completed over 100 million USD in strategic financing to accelerate its international expansion [21]

Core Viewpoint - The collaboration between Wenyan Zhixing and Lenovo has led to the launch of the HPC 3.0 platform, which significantly reduces the cost of autonomous driving kits by 50% [1] Group 1: Product Launch - Wenyan Zhixing and Lenovo have officially introduced the HPC 3.0 platform [1] - The platform is first applied in the new generation Robotaxi GXR, making it the world's first Robotaxi equipped with the NVIDIA DRIVE Thor X chip [1] Group 2: Technical Specifications - The HPC 3.0 platform is built on Lenovo's L4-level autonomous driving domain controller AD1 [1] - It utilizes the NVIDIA DGX accelerated computing platform for training and features a dual-core NVIDIA DRIVE AGX Thor configuration [1] - The platform operates on the safety-certified DriveOS and provides 2,000 TOPS of AI computing power [1]

金融界7月21日消息，上证指数高开高走，中证港股通TMT主题指数 (港股通 TMT，931026)报4552.41 点。 数据统计显示，中证港股通TMT主题指数近一个月上涨8.48%，近三个月上涨20.88%，年至今上涨 33.64%。 从中证港股通TMT主题指数持仓样本的行业来看，通信服务占比55.47%、信息技术占比44.53%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。如果香港市场新上市TMT企业市值在香港上市公司中排名前十并纳入港股通范围，将在其 纳入港股通范围后第十一个交易日快速纳入该指数中。样本公司发生收购、合并、分拆等情形的处理， 参照计算与维护细则处理。当港股通范围发生变动导致样本不再满足港股通资格时，将进行相应调整。 本文源自：金融界 作者：行情君 据了解，中证港股通TMT主题指数从港股通范围内选取50只TMT主题领域的上市公司证券作为指数样 本， ...

自动驾驶科技公司文远知行正式推出与联想车计算共同研发的、搭载NVIDIA最新一代DRIVE Thor X 芯片的HPC 3.0高性能计算平台，并率先在公司全新一代Robotaxi GXR上应用。借该计算平台，文远知 行GXR自动驾驶套件成本下降50%。（界面） ...

Core Insights - WeRide has launched the HPC 3.0 high-performance computing platform in collaboration with Lenovo, featuring NVIDIA's latest DRIVE Thor X chip, making the GXR the world's first Robotaxi equipped with this technology [1][9] - The HPC 3.0 platform significantly reduces the cost of the autonomous driving suite by 50% and lowers the production cost to one-fourth of the previous generation, enabling large-scale commercial applications [3][8] - The platform has achieved multiple automotive certifications and is designed for extreme environments, ensuring reliability and longevity, with a lifespan of 10 years or 300,000 kilometers [7][9] Cost and Performance - The HPC 3.0 platform offers 2,000 TOPS AI computing power and integrates various functionalities, leading to an 84% reduction in total lifecycle cost (TCO) compared to its predecessor [3][7] - The platform's design includes redundancy and meets ASIL-D safety requirements, with a failure rate of less than 50 FIT and a mean time between failures (MTBF) of 120,000 to 180,000 hours [7][8] Strategic Partnerships - The collaboration with Lenovo and NVIDIA marks a significant step towards the standardization and scalability of L4 autonomous driving technology, showcasing the integration of advanced AI with the transportation industry [8][9] - NVIDIA has been a strategic investor in WeRide since 2017, facilitating the development of L4 autonomous driving systems that leverage NVIDIA's accelerated computing [9][12] Future Outlook - WeRide plans to extend the application of the HPC 3.0 platform to other L4 autonomous products, such as minibuses and sanitation vehicles, aiming to enhance urban mobility and service a broader customer base [8][12] - The company has been operating its Robotaxi safely on public roads for over 2,000 days, positioning itself as a leader in the commercialization of autonomous driving [12]

Group 1 - Lenovo (Beijing) Co., Ltd. has applied for a patent titled "Data Processing Method, Device, and Electronic Equipment," with publication number CN120335915A, filed on March 2025 [1] - The patent describes a method for data processing that includes obtaining a request to present a UEFI system configuration interface and reading a first configuration file from a read-only storage medium [1] - The first configuration file is written to the read-only storage medium before the UEFI system leaves the factory, and the method involves generating at least one target configuration item based on the first and a second configuration file [1] Group 2 - 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 [2] - The company has a registered capital of 565 million HKD and has invested in 107 enterprises, participated in 5,000 bidding projects, and holds 1,751 trademark records and 5,000 patent records [2] - Additionally, Lenovo (Beijing) Co., Ltd. possesses 238 administrative licenses [2]

Core Viewpoint - Lenovo Group has developed a "China + N" supply chain network, maintaining 80% of its production capacity in China while ensuring access to over 97% of global markets within 24 hours [3][4]. Group 1: Supply Chain Strategy - The "China + N" network serves as a foundation for Lenovo's global supply chain, with key nodes in Southeast Asia, Saudi Arabia, Brazil, Mexico, and Europe [3]. - Lenovo employs a "three-line defense" risk management strategy, which includes departmental risk control, cross-departmental collaboration, and independent audits, supported by an AI-driven early warning system [3][4]. - The company has developed a digital twin model that simulates over 300 risk factors, allowing for impact predictions and alternative routing 72 hours in advance [3]. Group 2: Technological Advancements - Lenovo recently launched the iChain supply chain intelligence system, which features a "brain" for decision-making and "senses" for real-time data perception, enabling autonomous supply chain management [4]. - The iChain system significantly reduces the time required to adjust to demand fluctuations from 48 hours to just 15 minutes [4]. Group 3: Global Manufacturing and Market Presence - Lenovo operates over 30 manufacturing bases globally and manages more than 2,000 suppliers, creating a complex and integrated supply chain network [4]. - The company has established production bases in Brazil, Hungary, and Mexico to enhance local market responsiveness and efficiency [5]. - A new manufacturing facility in Riyadh, Saudi Arabia, is set to begin operations in 2026, with an expected annual output of millions of laptops, desktops, and servers [5]. Group 4: Business Model and Market Strategy - Lenovo's strategy combines "self-manufacturing + outsourced production (ODM+)," allowing for a "global resources, local delivery" operational model [4][5]. - Approximately 80% of Lenovo's production, 70% of its R&D personnel, and 60% of its workforce are based in China, while 75% of its revenue is generated from overseas markets [5]. - The company aims to export a resilient, green, and innovative Chinese model to the global market [5].

Group 1: Digital Technology Trends - The third China International Supply Chain Promotion Expo showcased innovations in digital technology and supply chain development, featuring smart robots and real-time supply chain analysis systems [1] - Artificial intelligence (AI) emerged as the core theme, with various companies demonstrating AI applications to enhance supply chain resilience and efficiency [3][4] - Companies like Lenovo and HP presented solutions that integrate AI and smart manufacturing to improve decision-making and operational transparency within supply chains [3][4] Group 2: Company Participation and Collaborations - Jiechuan Intelligent Technology Co., Ltd. highlighted its electromagnetic capture technology, emphasizing the importance of the expo for fostering industry collaborations and enhancing urban safety [2] - Apple Inc. showcased its commitment to smart and green manufacturing in China, having invested $20 billion over the past five years to upgrade local supply chains [4] - Shandong Innovation Group demonstrated its recycling technologies in collaboration with Apple, reflecting a focus on sustainable practices within the supply chain [4][5] Group 3: Global Supply Chain Integration - The expo facilitated deeper cooperation among domestic and foreign enterprises, enhancing connections within the global supply chain [4][5] - Companies expressed that the expo serves as a platform for trade promotion, investment cooperation, and innovation exchange, driving the transformation and sustainable development of global supply chains [5]

Group 1 - Lenovo (Beijing) Co., Ltd. has applied for a patent titled "Method for Locating Display Issues and Electronic Devices," with publication number CN120336069A, and the application date is April 2025 [1] - The patent describes a method for locating display issues, which includes obtaining a target image feature data from a display logic scheduling system and determining if it meets preset conditions indicating an abnormal display issue [1] - The method involves triggering a snapshot operation to gather system snapshot information to identify the display logic and/or system resources causing the abnormal display issue [1] Group 2 - 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 [2] - The company has a registered capital of 565 million Hong Kong dollars and has invested in 107 enterprises, participated in 5,000 bidding projects, and holds 1,751 trademark records and 5,000 patent records [2] - Additionally, the company possesses 238 administrative licenses [2]