Group 1 - Lenovo (Beijing) Co., Ltd. has obtained a patent for a "data processing method, device, equipment, and storage medium," with authorization announcement number CN119420499B, and the application date is September 2024 [1] - 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 registered capital of Lenovo (Beijing) Co., Ltd. is 565 million Hong Kong dollars [1] Group 2 - Lenovo (Beijing) Co., Ltd. has invested in 107 companies and participated in 5,000 bidding projects [1] - The company has 1,751 trademark information entries and 5,000 patent information entries, along with 238 administrative licenses [1]

11月26日下午，香港大埔宏福苑发生五级火灾，牵动社会各界关注。京东、滴滴、联想等互联网大厂捐 款捐物，驰援香港。 滴滴首批捐赠1000万港元，用于应急救援和人道救助，并将根据救灾进展持续提供后续支持。 在香港中联办帮助下，京东集团旗下香港佳宝超市作为首家将救援物资送达现场的企业，紧急调配矿泉 水、夹心饼干、麻薯、泡面等生活急需物资。火灾发生当晚，首批救援物资就已从附近仓储发出，由专 人专车送达受灾区域指定地点；目前第二批救援物资已装车完毕，将根据现场需求随时调拨补充，切实 保障受灾同胞的基本生活需求。 与此同时，京东物流也第一时间启动预案并成立应急小组，依托遍及大湾区的仓储网络和一体化供应 链，从香港1号仓以及位于广东的自营仓加急调拨床单、保暖被褥、卫生用品、毛巾及方便面、饮用 水、自热小火锅等急需品，安排京东物流专人专车运送，确保救援物资及时送达。 "滴滴公益救援"也已经联合深圳公益救援队，将在主管部门指挥调度下随时投入行动，全力参与灾后救 援与支援工作。 （文章来源：21世纪经济报道） 联想香港向大埔宏福苑五级火灾事件捐款1000万港元，用于受灾居民的紧急救援、生活物资补给、医疗 救助及后续善后工作。 ...

其中在客户直达方面，政企业务直接触达中国26万家最重要客户的90%；中小企业客户从零开始直接触 达近千万；而在C端已直接触达超2.45亿客户，占有效购买人口的41%。 另外，"智能体军团"正为客户直达发挥关键作用。乐享作为业内首个深度融合AI与实体业务的企业超级 智能体，自6月份上线后周活用户已突破百万，创收超18亿元，"双11"期间贡献官网收入的32%。预计 2025/26财年内，联想中国区将有超170个智能体融入业务流程，更多"硅基员工"将与"碳基员工"协同工 作。 非PC业务中的智能设备、智能基础设施、解决方案及服务全面爆发。其中，智能设备中的联想moto手 机在线上小折叠品类中国市场份额继续保持第一；平板销量与销售额份额居中国市场第一阵营。AI基 础设施业务总收入过去两年半增长175%，服务器稳居市场第一阵营，并且是中国市场成长最快的AI基 础设施厂商。方案服务居中国IT服务市场第一，领先优势持续扩大，其中城市超级智能体"落地"10余 城，加速助力智慧城市迈入4.0阶段。 持续巩固AI领跑地位 本报讯(记者贾丽)11月27日，"WISE2025商业之王"大会在京举行。作为中国极具影响力的年度商业会 议 ...

Group 1 - Major tech companies like Dell and HP warn of potential storage chip shortages due to skyrocketing demand for AI infrastructure, which may lead to a 50% increase in storage module prices by Q2 next year [1][3] - Companies such as Xiaomi and Lenovo are preemptively stockpiling storage chips in response to rising costs, with Lenovo's CFO noting a 50% increase in current storage chip inventory compared to usual levels [6][2] - The supply shortage is expected to raise manufacturing costs across various sectors, including smartphones, medical devices, and automobiles, as storage chips are essential in modern electronic devices [1][3] Group 2 - Dell's COO Jeff Clarke highlighted unprecedented cost increases across DRAM, hard drives, and NAND flash, indicating that these costs will inevitably be passed on to consumers [2] - HP's CEO Enrique Lores anticipates significant challenges in the second half of 2026, suggesting potential price hikes for products as a response to supply constraints [2] - The supply chain issues are exacerbated by U.S. sanctions limiting the technological capabilities of emerging Chinese chip companies [2] Group 3 - The valuation of major storage chip manufacturers has surged due to the AI demand, with companies like Samsung, SK Hynix, and Micron Technology seeing significant stock price increases [3] - SK Hynix reported that all storage chip products for 2026 are sold out, indicating a persistent supply tightness [3] - The demand for all storage-related products is extremely strong, while supply lags behind, leading to a continued upward trend in DRAM and NAND flash prices [3] Group 4 - China's top chip manufacturer, SMIC, noted that the storage chip shortage is partly due to manufacturers prioritizing partnerships with leading AI chip supplier Nvidia [4] - Nvidia is focusing on assembling high-value, cutting-edge systems for AI data centers, which may further limit the availability of storage chips for other electronic devices [5] Group 5 - Xiaomi has raised prices for its flagship models and anticipates that the storage chip shortage will lead to increased mobile device prices next year [6] - Asus is also stockpiling inventory, with both Lenovo and Asus planning to maintain stable prices during the holiday season and reassess the market situation next year [6] - Apple remains optimistic, managing costs effectively despite slight upward pressure on storage chip prices [6] Group 6 - SK Group's chairman Chey Tae-won warned of supply bottlenecks, stating that many companies are requesting storage chip supplies, and efforts are underway to meet these demands [7]

本报讯 （记者贾丽）近日，联想集团有限公司（以下简称"联想"）、联想人工智能应用产业联盟与重 庆市璧山区现代服务业发展区管理委员会等在2025中国产业转移发展对接活动重庆暨璧山低空经济产业 推介会上正式签署人工智能加城市超级智能体战略合作协议。 据了解，双方将依托联想全栈AI战略和城市超级智能体技术优势，结合璧山区在低空经济产业发展等 方面的优势，推动AI加低空经济、AI加文旅、AI加新能源、AI加交通等领域的智能化变革，打造全国 低空经济智能化发展新标杆，助力璧山区及重庆市低空经济产业高质量发展。 未来，联想将持续推进城市超级智能体在低空经济、文旅、新能源、交通等场景中的深度应用，提供基 于混合式人工智能战略的AI终端、AI基础设施和AI解决方案及服务，全面赋能个人、企业与城市。通 过开放的技术平台和标准化的接口服务，与更多合作伙伴共同构建智能体产业生态体系，加快形成新质 生产力，推动传统产业向智能化、数字化、绿色化方向转型，以更加先进的人工智能技术服务数字中国 建设，助力构建更加智慧、高效、创新的现代化产业体系，为西南地区乃至全国探索出一条可复制、可 推广的智能体产业发展新路径。 目前，联想城市超级智能体 ...

Core Viewpoint - Lenovo Group has pledged a donation of 10 million Hong Kong dollars to support emergency relief efforts for residents affected by a fire incident in Hong Kong [1] Group 1 - The donation will be used for emergency rescue, supply of living materials, medical assistance, and subsequent recovery efforts [1] - Lenovo Group has mobilized its volunteers to actively participate in the support work [1] - The company plans to collaborate closely with relevant departments to explore technological solutions to assist in rescue and rebuilding efforts [1]

Core Viewpoint - Lenovo Group has donated 10 million Hong Kong dollars to support emergency relief efforts for residents affected by a fire incident in Tai Po, Hong Kong [1] Group 1 - The donation is aimed at providing emergency assistance, supplies, medical aid, and follow-up recovery efforts for the affected residents [1] - Lenovo Group has mobilized its volunteers to actively participate in the support work [1] - The company plans to collaborate closely with relevant departments to explore technological solutions to assist in rescue and rebuilding efforts [1]

联想集团向香港大埔宏福苑五级火灾事件捐款1000万港元，用于受灾居民的紧急救援、生活物资补给、 医疗救助及后续善后工作。 联想集团对事件深切关注，对受灾居民及家庭致以深切慰问，并对全力投入救援工作的消防及救护人 员，以及所有迅速响应的前线救援团队，表达由衷感谢与崇高敬意。他们在危难时刻展现的专业精神与 无私付出，为小区带来重要支持。政府的全力救灾、香港各界的一呼百应，正汇聚更大能量合力应对。 联想集团已动员集团义工积极参与支持工作，并将与相关部门紧密跟进，探讨以科技方案协助救援及重 建工作，与香港市民同心同行，全力救灾。 ...

Core Viewpoint - The technology industry is facing a memory chip supply crisis driven by the demand for AI infrastructure, leading to unprecedented cost increases across various electronic products [3][5]. Group 1: Cost Increases and Supply Shortages - Dell and Lenovo have reported unprecedented cost increases, with Dell's COO stating that the company has "never seen costs rise at this pace" [3][6]. - HP's CEO anticipates significant challenges in the second half of 2026, indicating that the company may raise prices as necessary due to rising memory costs, which account for 15% to 18% of a typical PC's cost [3][6]. - Counterpoint Research predicts a 50% increase in memory module prices by the second quarter of next year, with Xiaomi already raising flagship device prices due to the memory chip shortage [4][6]. Group 2: AI's Impact on Memory Chip Production - The shortage is attributed to a reallocation of chip production capacity towards AI systems, with manufacturers prioritizing high-margin products for AI over more common memory types [5][6]. - Major AI chip supplier NVIDIA is influencing manufacturers to focus on advanced systems for AI data centers, which may limit production of automotive and electronic products through 2026 [5][6]. Group 3: Manufacturer Responses to Supply Crisis - Manufacturers like Lenovo and ASUS are increasing their memory inventories by approximately 50% to mitigate supply risks, while Xiaomi has secured supply agreements for 2026 [6][7]. - Xiaomi's management acknowledges potential price increases to offset rising memory costs, emphasizing a focus on product structure optimization rather than just volume growth [6][7]. - Apple remains relatively optimistic, managing costs effectively despite slight upward pressure on memory prices [6][7]. Group 4: Market Valuation and Supplier Dynamics - The supply constraints have led to a surge in valuations for top memory manufacturers, with Samsung, SK Hynix, and Micron experiencing significant stock price increases [7]. - SK Hynix has sold its entire memory chip product line for the upcoming year, while Micron expects supply tightness to persist until 2026 [7]. - The competition for AI infrastructure is driving up costs across the consumer electronics supply chain, impacting energy bills and overall production costs [7].

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 国家知识产权局信息显示，联想（北京）有限公司取得一项名为"一种数据处理方法、电子设备及系 统"的专利，授权公告号CN114818015B，申请日期为2022年3月。 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。 作者：情报员 ...