联想集团港股午后走低，现跌3.8%。 ...

2025年5月22日，联想集团（00992）公布截至2025年3月31日的2024/25财年第四季度及全年业绩。公司 全年收入达到4985亿元人民币，实现同比21.5%的强劲增长；非香港财务报告准则下的净利润同比大增 36%，达104亿元人民币。 为加强在各个市场的竞争力，联想集团已构建起从产品设计、需求预测，到采购、制造、销售、服务的 端到端全球运营体系，形成高效闭环，并通过独特的"ODM+模式"，在全球11个市场布局逾30个自有或 合作制造基地，形成"全球资源、本地交付"的供应链能力。这一体系在当前充满不确定性的环境中，赋 予公司远超行业的灵活性与响应速度，确保能够比竞争对手更快适应变化、持续稳固市场领先地位。 值得关注的是，在全球市场充满不确定性的宏观环境下，联想集团在全球所有大区的营收全部实现双位 数增长，美洲、EMEA（欧洲-中东-非洲）、中国、亚太增速分别为19%、16%、26%和29%，充分彰显 了作为一家已全球化20年的公司的韧性与活力。 财报显示，IDG全年营收实现双位数强劲增长，PC业务进一步巩固全球第一的市场地位，全年份额达 23.7%，与第二名差距扩大至3.6个百分点。智能手机业务全年 ...

Core Viewpoint - Lenovo Group reported strong financial results for the fiscal year 2024/25, achieving a total revenue of 498.5 billion RMB, a year-on-year increase of 21.5%, marking the second-highest revenue in its history [1][2] Financial Performance - The overall revenue growth for the fourth quarter was 23%, with all main business segments achieving double-digit revenue growth [1][2] - Net profit, calculated under non-Hong Kong financial reporting standards, increased by 25% year-on-year [1] - The company’s revenue exceeded 20% growth year-on-year, with net profit growth surpassing 30% [2] Business Segments - The PC core business continued to grow, expanding its market leadership and maintaining industry-leading profitability [3] - Lenovo's smartphone business achieved record revenue since acquiring Motorola, with significant growth in the Asia-Pacific and Europe-Middle East-Africa regions [3] - The Intelligent Solutions Group (ISG) successfully turned around its performance, achieving record revenue and establishing a billion-dollar scale in its Cloud Service Provider (CSP) business [3][4] Strategic Initiatives - The Solutions and Services Group (SSG) reported double-digit revenue growth, with operating profit margins reaching 21% [4] - AI-driven solutions and services began contributing to revenue growth, positioning the company as a leader in enterprise AI solutions [4][5] - Lenovo has developed a global operational system that integrates end-to-end processes, enhancing its ability to respond quickly and flexibly to market changes [5] Future Outlook - The company remains confident in its ability to strengthen competitiveness amid changing geopolitical and tariff policies, driven by operational excellence and continuous innovation [1][5] - Lenovo introduced the concept of super intelligent agents at the Lenovo Tech World event, launching its first personal and enterprise super intelligent agents [5]

"即使面对未来挑战，我们依然承诺：市场份额不掉，利润不掉。"联想集团董事长兼CEO杨元庆表示。 分业务看，2024/25财年联想PC之外业务在总营收中占比提升近5个百分点，达到47%。三大核心业务当 中，IDG智能设备业务集团整体营收实现双位数增长；ISG基础设施业务集团同比增长63%，下半财年成 功扭亏；SSG方案服务业务集团营收双位数增长，运营利润率超21%。同时，联想全球所有大区营收全部 实现双位数增长。 研发方面，联想集团持续加大对创新的中长期投入，全年研发投入同比增长13%，研发人员占比达 27.8%，同比提升1.6个百分点。继去年发布首款AI PC个人智能体的基础上，联想集团提出"超级智能 体"概念。 新浪科技讯 5月22日中午消息，联想集团公布2024/25财年全年及第四季度业绩：全年收入4985亿元人民 币，同比增长21.5%，创历史第二高位。第四财季，集团所有主营业务实现双位数营收增长，驱动整体营 收同比增长23%，非香港财务报告准则下净利润同比提升25%。 另外，联想集团已构建起从产品设计、需求预测，到采购、制造、销售、服务的端到端全球运营体系， 并通过"ODM+模式"，在全球11个市场布 ...

Group 1: Financial Performance - Lenovo Group reported a strong revenue growth of 23% year-on-year, reaching 123.52 billion RMB for the fourth quarter of the fiscal year 2024/25 [1] - The net profit under non-Hong Kong financial reporting standards for the fourth quarter was 2.025 billion RMB, an increase of 25% compared to the previous year [1] - The Intelligent Devices Group (IDG) achieved a revenue of 85.93 billion RMB, marking a 13% year-on-year growth, with a PC market share of 23.8% [1] Group 2: Business Segments - The ISG segment achieved nearly 30 billion RMB in revenue for the quarter, a significant increase of 63% year-on-year, and recorded profitability for the second consecutive quarter [2] - The SSG segment generated over 15.6 billion RMB in revenue, reflecting an 18% year-on-year growth, with an operating profit margin reaching a record 23% [2] Group 3: Product and Market Development - The company is focusing on expanding its "Personal AI Twin" initiative, aiming to enhance its product offerings with innovative terminal products powered by the "Tianxi" personal super-intelligent system [1] - Lenovo is accelerating the development of AI servers, liquid cooling solutions, and edge computing to establish a hybrid intelligent infrastructure platform for the AI era [2] - SSG is advancing its generative AI applications and has launched new product combinations, including AI intelligent platforms and all-in-one machines [2] Group 4: Future Outlook - The company aims to enhance platform capabilities, product strength, and global delivery efficiency through its "Hybrid AI Advantage" strategy [3] - SSG plans to expand the application scenarios of super-intelligent systems to increase customer engagement and broaden the commercialization of high-value services [3]

Core Insights - Lenovo Group reported a strong financial performance for the fiscal year 2024/25, with total revenue reaching 498.5 billion RMB, representing a year-on-year growth of 21.5% and a net profit increase of 36% to 10.4 billion RMB [1] - The company achieved double-digit revenue growth across all main business segments in the fourth quarter, with overall revenue growth of 23% and a net profit increase of 25% [1] Business Performance - The core business segments continued to grow, with the Intelligent Devices Group (IDG) generating revenue of 364.7 billion RMB, a 13% year-on-year increase, while the Infrastructure Solutions Group (ISG) achieved record revenue with a 63% growth, reaching 104.8 billion RMB [2] - The Solutions and Services Group (SSG) also showed strong performance, with revenue of 61 billion RMB, a 13% increase, and an operating profit margin exceeding 21% [2] Regional Growth - Lenovo experienced double-digit revenue growth across all global regions, with growth rates of 19% in the Americas, 16% in EMEA, 26% in China, and 29% in Asia-Pacific [2] Market Position - Lenovo's market share in the global PC market expanded to 23.8%, widening the gap with the second-largest competitor by 3.8 percentage points [3] - The smartphone business maintained momentum, achieving a revenue growth rate 12 percentage points higher than the market average, elevating its market share to fourth place [3] Innovation and R&D - The company increased its R&D investment by 13% year-on-year, with R&D personnel accounting for 27.8% of the workforce, reflecting its commitment to seizing opportunities in the AI era [3] - Lenovo introduced the concept of "super intelligent agents" following the launch of its first AI PC personal assistant, marking a significant step in its vision for AI [3] Leadership Perspective - The CEO expressed pride in the company's performance amidst external challenges, emphasizing that Lenovo's direction remains firmly in its control [4]

Group 1 - The core viewpoint of the article highlights Lenovo Group's robust financial performance for the fiscal year ending March 31, 2025, with a 37% increase in profit attributable to equity holders, reaching $1.384 billion, and a 21% revenue growth to $69 billion, marking the second-highest annual revenue record [1][2] - The Infrastructure Solutions Group recorded a 63% revenue increase, driven by strong server orders, a rebound in enterprise demand, and the expansion of new customers [2] - The Solutions Services Group achieved a 13% increase in operating profit, primarily due to strong demand for Digital Workplace Solutions (DWS) and AI-driven solutions [2] Group 2 - The Intelligent Devices Group saw a 13% increase in sales, benefiting from market share growth in personal computers, a recovery in commercial sales, and the launch of high-end products, including new AI personal computers [2] - Lenovo remains a leader in the personal computer market, with non-PC revenue accounting for 47% of total revenue across its three business groups [2] - Research and development expenditure increased by 13% to $2.3 billion, with significant advancements in personal AI and enterprise AI solutions, including the launch of the AI NOW smart agent [3]

联想集团第四财季营收169.8亿美元，预估156.7亿美元。 第四财季净利润9,000万美元，预估2.262亿美元。 ...

联想集团公告，截至2025年3月31日的年度业绩显示，公司权益持有人应占溢利同比增长37%至13.84亿 美元，收入同比增长21%至690.77亿美元，创历史第二高。智能设备业务集团收入及溢利分别同比增长 13%及14%，基础设施方案业务集团收入同比增长63%，减少1.8亿美元亏损，于下半年转亏为盈。方案 服务业务集团已连续第四年实现创纪录的收入和溢利。董事会建议派发截至2025年3月31日止年度之末 期股息，每股30.5港仙。 *ST锦港（600190）公告，公司收到中国证监会辽宁监管局《行政处罚及市场禁入事先告知书》，显示 公司2020年至2023年年度报告连续4年存在虚假记载，触及重大违法强制退市情形。公司股票已于2025 年5月6日起被实施重大违法类退市风险警示。公司2024年度经审计的期末净资产为负值，且2024年度财 务报表被出具无法表示意见的审计报告，触及财务类退市情形。此外，公司存在违规对外提供担保且未 能在1个月内完成整改的情形，以及公司披露的2018年至2021年年度报告存在虚假记载，触及其他风险 警示情形。公司股票已被上交所叠加实施其他风险警示。公司存在流动性风险，部分账户被冻结，且有 ...

联想集团全年营收690.8亿美元，预估678亿美元；全年 净利润13.8亿美元，预估14.8亿美元；每股末期 股息0.305港元。 ...