当天，人工智能终端工作组成立，联想集团有限公司（以下简称"联想"）作为首批成员单位参会，并当 选工作组副组长单位。联想集团副总裁、中国区消费终端事业部总经理李伟昌表示，AI终端的进化将 重塑人机交互逻辑，而混合式AI技术将成为普惠化落地的关键。与此同时，智能体能力的迭代升级正 引领终端设备迈入全新的AI终端时代。 当前，全球人工智能终端产业竞争已进入关键阶段。国际技术博弈加剧，倒逼产业链加速自主创新突 破。 李伟昌认为，2017年以来，联想致力于终端与AI技术的融合创新。2024年开始，联想通过实施"一体多 端"的战略，在AI终端领域持续领先，并积极推动AI技术的普及和开放创新。 在此背景下，人工智能终端工作组应运而生——这一集合政府、产业、学术和研究资源的平台，旨在创 建一个促进企业间技术交流与合作创新的空间，搭建政策与产业沟通的桥梁，并主导标准制定、凝聚产 业共识以及支持政策的有效推广与实施，同时，也为人工智能终端行业发展提供了明确方向与切实可行 的路径，加速产业健康有序发展，从而为中国智能终端产业构建核心竞争力。 本报讯 （记者贾丽）近日，人工智能终端产业发展研讨会暨人工智能终端工作组第一次全体大会在京 ...

Core Viewpoint - The integration of AI technology with sustainable development is driving industrial upgrades and green transformation, enhancing energy efficiency and operational effectiveness across various sectors [1][3]. Group 1: AI in ESG Reporting and Management - Companies are leveraging AI technology to innovate ESG management practices, making it a highlight in their 2024 ESG disclosures [1]. - Guodian Power has released its first ESG report compiled using AI, which enhances the quality and efficiency of ESG reporting by improving research and topic identification processes [1]. - DNV's director noted that AI can reduce disclosure costs and reliance on professional ESG analysts, minimizing repetitive human input [1]. Group 2: AI Empowering Corporate Governance - Keda Intelligent has upgraded its ESG practice system by creating an "ESG+AI" innovation platform, optimizing energy management and providing smart industrial solutions [2]. - China Ping An has established a unified ESG evaluation standard and an AI-ESG platform to enhance ESG management and risk control [2]. - Kain Co. has integrated AI into its manufacturing processes, creating a responsible production system that promotes green and smart factories [2]. Group 3: AI Driving Efficiency and Sustainability - A Deloitte report indicates that 78% of surveyed companies plan to increase AI investments by 2025, focusing on generative AI for supply chain management and compliance [3]. - Kingdee International collaborates with HeSteel Digital to enhance steel waste quality verification and carbon asset management using AI, achieving over 90% accuracy in identifying medium and heavy steel waste types [3]. - WanGuo Data is utilizing AI to improve energy efficiency in data center operations, addressing high energy consumption challenges [3]. Group 4: AI Applications Across Industries - In logistics, SF Technology is using its self-developed AI model to enhance green logistics supply chains, achieving cost reduction and energy savings [4]. - In finance, Bank of China Hong Kong is enhancing its fraud detection capabilities through AI, improving transaction monitoring [4]. - In insurance, China Ping An's AI platform has served over 6,000 personnel in risk control, achieving over 92% accuracy in financial risk warnings [4][5]. Group 5: AI Ethics and Data Security - Industry experts emphasize the need for data compliance and security in AI applications for ESG governance, highlighting the challenges of data legality and privacy [5]. - Kingdee International has established an algorithm safety studio to manage AI risks and ensure responsible technology innovation through ethical review mechanisms [6]. - China Ping An has committed to ethical governance in AI development and application, forming committees to ensure information security and privacy protection [6].

Core Insights - Lenovo announced its largest storage product portfolio update in history, introducing 21 new storage products and a new data storage solution to enhance efficiency, performance, and scalability for enterprises in the AI era [1][6] - The new solutions enable enterprises to run AI and data modernization workloads on Lenovo's ThinkSystem and ThinkAgile infrastructure, unlocking data potential and facilitating real-time inference [1][6] Product Innovations - The product lineup includes 21 new ThinkSystem and ThinkAgile models designed to accelerate AI implementation, featuring plug-and-play AI solutions that reduce risk and simplify deployment [3][5] - Key innovations include the first liquid-cooled hyper-converged infrastructure (HCI) device, a new ThinkSystem storage array with up to 3 times performance improvement and 97% energy savings compared to previous models, and a hybrid cloud solution that reduces software licensing costs by up to 40% [4][5][7] Market Positioning - Lenovo's new AI starter kit is a pre-configured, validated infrastructure system that includes computing, storage, graphics processing, and networking, aimed at supporting enterprises in their AI journey [6][7] - The company is transitioning enterprises towards distributed infrastructure architectures, enhancing scalability, efficiency, and flexibility to meet evolving demands [6][7] Strategic Acquisitions - Lenovo previously announced the acquisition of Infinidat, which will enable the company to enter the high-performance enterprise block storage market and provide proprietary storage IP [7]

Group 1 - The core idea of the news is the collaboration between Lenovo Group and Tsinghua University to utilize advanced technologies, including a six-legged robotic dog, for the protection and digital preservation of cultural heritage, specifically the Yinxian Wooden Pagoda [1][2] - The "Smart Yinxian Wooden Pagoda" project aims to create a digital twin of the pagoda, enhancing visitor experiences through innovative simulations and digital interactions [2] - The six-legged robotic dog is equipped with a multi-modal sensing system that allows for millimeter-level scanning and modeling without physical contact, ensuring zero-contact protection of the cultural relics [2][3] Group 2 - The project is part of a broader initiative by the government and local authorities to establish digital construction and heritage protection mechanisms, highlighting the importance of technology in cultural heritage conservation [2] - Future plans include expanding the application of the robotic dog to a wider range of Chinese architectural heritage, such as the Forbidden City, utilizing deep learning algorithms and advanced sensing technologies [3] - Experts express optimism about the role of artificial intelligence and embodied intelligence in heritage protection, emphasizing the potential for data accumulation to inform more universal protection strategies [3]

Group 1 - The global PC market shipment volume increased by 6.7% year-on-year in Q1 2025, reaching 61.4 million units, driven by preemptive shipments ahead of US tariffs and the accelerated adoption of AI PCs [1] - Apple and Lenovo outperformed other brands, with Apple experiencing a 17% increase in shipments due to the AI-enabled M4 chip in its MacBook series, while Lenovo saw an 11% increase from its AI PC product line expansion [1] - HP and Dell achieved year-on-year shipment growth of 6% and 4% respectively, benefiting from preemptive orders in the US market, maintaining their positions as the second and third largest market share holders [1] Group 2 - Future competition in the PC market will depend on OEM manufacturers' capabilities in supply chain diversification, building a key ecosystem from chips to software, and providing the best AI PC experience [2] - The global PC manufacturing industry remains highly concentrated in China, facing significant challenges in mitigating tariff risks in the short term, with manufacturers expected to accelerate production capacity shifts to countries like Vietnam, India, and Mexico [2] - The uncertainty surrounding US tariff policies poses dual pressures of rising costs and supply-demand contraction for manufacturers, potentially disrupting supply chains and suppressing investment demand for AI infrastructure and devices [2] Group 3 - The US market is identified as the most important for showcasing AI PC capabilities and selling high-end AI devices, with high tariffs potentially suppressing consumer and enterprise purchases of new equipment [3] - Chinese company Huqin Technology reported a 115.65% year-on-year revenue increase to approximately 35 billion yuan in Q1, with a net profit growth of 39.04% to about 842 million yuan [3] - Longqi Technology, which provides comprehensive smart product services for leading tech companies, has increased its overseas manufacturing proportion in 2024, enhancing service delivery and cooperation with clients [3]

专利摘要显示，本申请公开了一种拉卷式遮挡带，用于遮挡服务器机柜上插装服务器单元的插口，其包 括：收纳盒体和遮挡条带；收纳盒体侧部设置有第一连接部，用于与插口在第一方向上的一侧连接，收 纳盒体的内部具有容置空间，容置空间背离第一连接部的一侧开设有贯穿收纳盒体的开口，开口沿第二 方向延伸，遮挡条带沿第一方向延伸且在其延伸方向上具有第一端部，第一端部上设置有第二连接部， 用于与插口在第一方向上的另一侧可拆卸连接，遮挡条带部分内置于容置空间，第一端部贯穿开口且位 于容置空间的外部并可相对开口沿第一方向往复伸缩；其中，第一方向与第二方向互相垂直且分别垂直 于服务器单元的插装方向。 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106家企业，参与招投标项目5000次，财产线索方面有商标信息1716条，专利信 息5000条，此外企业还拥有行政许可237个。 本文源自：金融界 作者：情报员 金融界2025年4月23日消息，国家知识产权局信息显示，联想（北京）有 ...

根据 Counterpoint Research初步数据 ，2025年Q1全球PC出货量同比增长6.7%，达6,140万台。增长 主要受PC厂商赶在美国加征关税前加速出货，以及Windows 10终止支持背景下AI PC加速普及的推 动。但这一增长可能难以持续，预计库存水平将在未来数周趋于稳定。美国关税政策或将抑制2025 年的增长势头。 分析师观点 Counterpoint 高级分析师William Li 指出："未来竞争格局将取决于OEM厂商三方面能力：供应链 和生产基地多元化布局、构建从芯片到软件再到模型供应商的关键生态系统合作，以及提供最佳 AI PC体验。" 全球PC制造业仍高度集中于中国，短期内行业化解关税风险面临重大挑战。尽管美国近期对笔记本 电脑的豁免取消了部分关税，但随着特朗普政府计划下季度对半导体等科技产品加征新关税，不确 定性持续存在。预计笔记本ODM（原始设计制造商）和EMS（电子制造服务）厂商将继续加速将产 能从中国转移至越南、印度和墨西哥等国，尽管这些国家也面临不同程度关税。我们认为PC厂商的 首要任务是将所有销往美国市场的产品生产线转移至中国境外。 总体而言，2025年美国关税政 ...

根据 Counterpoint Research初步数据 ，2025年Q1全球PC出货量同比增长6.7%，达6,140万台。增长 主要受PC厂商赶在美国加征关税前加速出货，以及Windows 10终止支持背景下AI PC加速普及的推 动。但这一增长可能难以持续，预计库存水平将在未来数周趋于稳定。美国关税政策或将抑制2025 年的增长势头。 全球主要PC厂商2025年Q1出货量（单位：百万台） 数据来源：Counterpoint Research 2025年Q1全球PC市场出货量同比增长6.7%，主要受美国关税预期提前拉货及AI PC加速普及的推 动。 Apple和Lenovo出货量同比增幅超10%，表现优于其他品牌，进一步强化了头部品牌在市场中的主 导地位。 全球PC制造业产能仍高度集中于中国，短期内行业应对关税风险面临重大挑战。 美国关税政策导致PC行业不确定性增加，可能抑制AI PC的增长势头。 Apple和Lenovo本季度表现强劲，主要得益于新产品发布和市场动态。Apple出货量同比增长17%， 由搭载AI功能M4芯片的MacBook系列驱动；Lenovo 11%的增长则源于其AI PC产品线的扩展和 ...

《科创板日报》23日讯，市场调查机构CounterPoint Research发布报告，2025年第一季度全球PC出货量 达6140万台，同比增长6.7%。苹果公司出货量同比增长17%；联想实现11%的增长，继续保持市场份额 第一。 机构：2025年Q1全球PC出货量达6140万台 同比增长6.7% ...

Group 1: Core Insights - The current technological revolution and industrial transformation are deeply evolving, with artificial intelligence (AI) empowering industrial development across various dimensions, accelerating the intelligent, integrated, and green transformation of industries, and promoting significant adjustments in global supply chains [1] - China possesses rich application scenarios, a vast market, and a large talent pool, establishing a solid foundation for AI development, which has led to a complete industrial system covering foundational, framework, model, and application layers [2] - AI is fundamentally transforming production methods by breaking the boundaries between virtual and real, enabling rapid discovery of new materials, and enhancing manufacturing processes through large-scale applications [2][3] Group 2: Industry Applications and Innovations - The report from the China Academy of Information and Communications Technology emphasizes the need for intelligent upgrades across the entire manufacturing process, focusing on standardization and gradual penetration into core areas like design and production [3] - The government supports the widespread application of large models and the development of smart connected vehicles, AI smartphones, and intelligent manufacturing equipment, with predictions indicating a 4% growth in China's smart terminal market by 2025 [4] - Companies are innovating in AI applications, with Lenovo reporting over 20% growth in revenue and profit in its China division, driven by AI PCs, and ZTE launching the first full-size foldable phone with embedded AI capabilities [4][6] Group 3: Challenges and Recommendations - The current lack of established standards for AI terminals leads to difficulties in hardware-software compatibility and quality inconsistencies, raising concerns about data security and privacy [6] - Experts suggest building new industry standards for intelligent terminals, enhancing software and hardware security, and developing a regulatory framework to address data safety and privacy issues [6] - The integration of AI with traditional manufacturing is seen as a key driver for transitioning from production-oriented to service-oriented manufacturing, with a focus on deep learning frameworks and industry-specific models [7][8]