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 作者：情报员 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"一种设备运行方法"的专利，公开号 CN121327835A，申请日期为2025年8月。 专利摘要显示，本申请提供了一种设备运行方法，应用于第一设备，包括：获得第一指令；所述第一指 令用于启动所述第一设备；响应于所述第一指令，运行第一系统；所述第一设备配置有第一系统和第二 系统，所述第一系统用于引导所述第二系统；在所述第一系统运行过程中，响应存在标识信息，进入第 一模式；所述标识信息是所述第一设备响应第二设备的第二指令设置的，所述第一模式下所述第一设备 至少不响应部分访问请求。 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1636条，专利信 息5000条，此外企业还拥有行政许可238个。 ...

Core Insights - The CES 2026 has shifted from a consumer electronics showcase to a platform dominated by discussions on data centers and AI, primarily led by American tech giants like Nvidia and AMD, while Chinese companies focus on consumer-oriented products [1][2][13] - Nvidia's data center revenue reached $51.25 billion in Q3 2025, a 66% year-over-year increase, highlighting a structural imbalance in focus away from consumer needs [1][15] - Chinese companies like TCL and Hisense showcased tangible consumer products, emphasizing practical applications and user-friendly technology, contrasting with the abstract discussions of their American counterparts [3][4][6][15] Group 1: Industry Trends - The trend of "edge computing" is emphasized by Chinese firms, focusing on local processing power rather than cloud dependency, reflecting a deep understanding of consumer needs [13][14] - The evolution of product forms is evident, with innovations like the Honor ROBOT PHONE and the Stone G-Rover, which address real-life consumer challenges [13][14] - Chinese companies are showcasing products that are ready for mass production and purchase, unlike many Western firms that present conceptual prototypes [14][15] Group 2: Consumer Focus - Chinese enterprises are prioritizing consumer needs, as seen in TCL's and Hisense's product offerings that are accessible and understandable to the average user [3][4][6] - The consumer response to AI PCs has been lukewarm, with many users expressing confusion rather than excitement, indicating a disconnect between tech advancements and consumer expectations [2][12] - The success of products like the Stone G-Rover and the Lenovo Qira demonstrates a shift towards practical, user-friendly technology that resonates with everyday consumers [8][12][15] Group 3: Competitive Landscape - The disparity in focus between American and Chinese companies is evident, with the former leaning towards high-performance computing and the latter addressing everyday consumer problems [1][15] - The CES 2026 highlighted a potential future where American tech firms continue to dominate technical discussions while Chinese companies redefine consumer electronics with practical products [16][17] - The ongoing competition suggests that understanding consumer needs will be crucial for success in the evolving tech landscape, with Chinese firms currently leading in this regard [16][17]

Group 1 - Lenovo (Beijing) Co., Ltd. has obtained a patent for an electronic device, with the authorization announcement number CN223808703U, applied on January 2025 [1] - The patent describes an electronic device consisting of a first body and a second body that are rotatably connected, allowing the device to have different forms [1] - The device includes a photoelectric conversion module that can move relative to the first body to change their positional relationship, providing different auxiliary functions depending on the device's form [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 [1] - 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 1,744 trademark records and 5,000 patent records [1] - Additionally, the company possesses 238 administrative licenses [1]

Group 1 - Lenovo (Beijing) Co., Ltd. has obtained a patent for an "electronic device," with authorization announcement number CN223808675U, applied on December 2024 [1] - The patent relates to the field of computers, specifically an electronic device that includes a first body, a second body, and a connecting mechanism, allowing the first body to be flip-connected to the second body [1] - The electronic device is designed to maintain a target relative position relationship between the first and second bodies, with the first body partially obscuring the second body to indicate the device is in a target posture [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 [1] - 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 1,744 trademark records and 5,000 patent records [1] - Additionally, Lenovo (Beijing) Co., Ltd. possesses 238 administrative licenses [1]

21世纪经济报道记者孔海丽 2026开年，"物理AI"成了绝对热词。AI落地应用也再次引爆了最近的A股市场。 刚刚落幕的"全球科技风向标"CES上，黄仁勋在演讲中提及17次"物理AI"，所有人都在谈论AI落地 的"最后一公里"。 词藻是新的，内核其实早就有了，也就是，AI必须要真正进入物理世界、服务于人类的真实生活。 如何实现AI落地的"最后一公里"，目前来看，硅谷还在寻找方向，但中国推进AI落地的速度相对领先， 依托丰富的应用场景、快节奏迭代速度与复杂供应链管理，全面整合的人工智能基础设施与解决方案已 经相对成熟。 其中，联想集团围绕"人本智能"，完成了AI解决方案的闭环。 "无论是个人还是企业，都渴望真正属于自己的、量身定制的智能解决方案。"联想集团董事长兼CEO杨 元庆在CES期间再次重申，没有任何一个单一的AI模型或AI设备能够满足所有人千差万别的需求。一刀 切的方式早已行不通。 为此，联想的"混合式AI"战略，在个人端提供"随身可用、可感知、能主动行动"的系统能力，在企业 端，通过可规模化的基础设施，把AI变成到可复制的工业化交付。 正如黄仁勋所说，"联想制造了世界上大部分计算设备"，这种端侧规模化 ...

Group 1 - Lenovo (Beijing) Co., Ltd. has obtained a patent titled "A Connector and Electronic Device," with authorization announcement number CN223806441U, and the application date is March 2025 [1] - The patent summary indicates that the connector includes a rod body, a first connection part, and a second connection part, with specific configurations for connecting structural components [1] - Lenovo (Beijing) Co., Ltd. was established in 1992 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices, with a registered capital of 5.65 billion HKD [1] Group 2 - According to Tianyancha data, Lenovo (Beijing) Co., Ltd. has invested in 107 companies, participated in 5,000 bidding projects, and holds 1,744 trademark records and 5,000 patent records [1] - The company also possesses 238 administrative licenses, indicating a robust operational framework and regulatory compliance [1]

Core Viewpoint - The trend of hybrid AI is becoming inevitable, as it aims to create personalized and diverse AI solutions, accelerating the transition of AI into practical applications [1] Group 1: Hybrid AI Concept - Hybrid AI combines personal AI, enterprise AI, and public AI for collaborative and complementary use [2] - Lenovo has launched its first global personal super-intelligent agent, Lenovo Qira (known as "Tianxi Intelligent Agent" in China), along with new AI PCs, AI smartphones, and wearable devices [2] - Lenovo Qira enables seamless switching across various devices and has the capability to connect and coordinate multiple intelligent agents, remembering user preferences and predicting needs while ensuring privacy [2] Group 2: Market Insights and Projections - The Tianxi Intelligent Agent ecosystem in China has reached 10,000 developers and 5,000 intelligent agent partners, with plans to upgrade to version 4.0 by 2026 [2] - Research indicates that by 2025, AI PCs will account for over 30% of the PC business, with Lenovo aiming for over 50% by 2026 [2] Group 3: Enterprise AI Applications - Lenovo plans to collaborate with NVIDIA in 2025 to release a hybrid AI advantage set, providing essential capabilities for enterprise AI applications [2] - The core technology module, Qingtian Engine, will support the development of Lenovo xCloud Smart Cloud, Lenovo Baiying, Lenovo Qingtian Intelligent Agent solutions, and Lenovo's full-cycle AI services to meet the diverse AI application needs of government and enterprise clients in China [2] Group 4: Case Study and Internal Efficiency - Lenovo has assisted Yili Group in integrating AI into its production system, resulting in significant reductions in transportation costs and maintaining a 98% on-time delivery rate [3] - The company has developed an enterprise super-intelligent agent, Lenovo Lexiang, which has integrated over 200 intelligent agents into its internal processes, enhancing operational efficiency and achieving cost reduction [3]

Group 1 - Lenovo (Beijing) Co., Ltd. has obtained a patent for "Input Devices and Electronic Devices," with the announcement number CN223808708U and an application date of December 2024 [1] - The patent describes an input device that includes a body, a cover, and a support component, indicating advancements in input device technology [1] - The company was established in 1992 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices, with a registered capital of 565 million HKD [1] Group 2 - Lenovo (Beijing) Co., Ltd. has made investments in 107 companies and participated in 5,000 bidding projects [1] - The company holds 1,744 trademark records and 5,000 patent records, along with 238 administrative licenses [1]

Core Insights - Lenovo Group and Capital Information Development Co., Ltd. have established a strategic partnership to collaborate in big data, artificial intelligence, cloud computing, and enterprise digital transformation, aiming to promote China's "AI+" initiative and support national development [1][2][4]. Group 1 - The strategic cooperation will involve the formation of a strategic cooperation committee responsible for market information sharing, joint business execution plans, and market development [4]. - Capital Information's Chairman praised Lenovo's achievements in AI, highlighting Lenovo's role as a leader in market-oriented and globalized AI solutions [4]. - Lenovo's non-PC business has reached nearly 50% of its total revenue after eight years of transformation, with its enterprise business directly serving 90% of China's 260,000 key clients [4]. Group 2 - Both companies recognize the importance of collaborative innovation between state-owned enterprises and technology firms in driving China's innovation development [6]. - The partnership aims to integrate technological, data, and market resources to explore innovative applications of AI in governance, healthcare, and urban management [6]. - The collaboration is seen as a new starting point for mutual growth and social innovation development [4][6].

Core Insights - The top three companies with the highest short positions as of January 9 are Vanke Enterprises (02202), Dongfang Electric (01072), and COSCO Shipping Holdings (01919), with short ratios of 18.74%, 17.39%, and 16.49% respectively [1][2] - The companies with the largest absolute increase in short positions are Goldwind Technology (02208), Zhaoyan New Drug (06127), and Jingtai Holdings (02228), with increases of 6.84%, 2.14%, and 1.85% respectively [1][2] - The companies with the largest absolute decrease in short positions are COSCO Shipping Energy (01138), Sanhua Intelligent Control (02050), and Huahong Semiconductor (01347), with decreases of -1.77%, -0.80%, and -0.71% respectively [1][3] Top 10 Short Positions - Vanke Enterprises (02202) has a short position of 413 million shares, representing a short ratio of 18.74% [2] - Dongfang Electric (01072) has a short position of 70.93 million shares, with a short ratio of 17.39% [2] - COSCO Shipping Holdings (01919) has a short position of 475 million shares, with a short ratio of 16.49% [2] - Other notable companies in the top 10 include Heng Rui Medicine (01276) at 15.19% and Ping An Insurance (02318) at 14.74% [2] Largest Increases in Short Positions - Goldwind Technology (02208) saw its short ratio increase from 4.35% to 11.18%, an increase of 6.84% [2] - Zhaoyan New Drug (06127) increased from 6.65% to 8.79%, an increase of 2.14% [2] - Jingtai Holdings (02228) increased from 3.34% to 5.19%, an increase of 1.85% [2] Largest Decreases in Short Positions - COSCO Shipping Energy (01138) decreased from 7.11% to 5.34%, a decrease of -1.77% [3] - Sanhua Intelligent Control (02050) decreased from 6.52% to 5.72%, a decrease of -0.80% [3] - Huahong Semiconductor (01347) decreased from 4.85% to 4.13%, a decrease of -0.71% [3]