Core Insights - Lenovo Group's 2024/25 fiscal year is projected to be one of its best years, with a 21% year-over-year increase in revenue and a 70% increase in net profit for the first three quarters [2] - The company is entering its fifth decade, which will focus on artificial intelligence (AI) as a central theme for its strategies, investments, products, and culture [2][3] - Lenovo is embracing the "Entrepreneurship 5.0" era, emphasizing the integration of personal, enterprise, and public intelligence for the widespread adoption of AI [3] Financial Performance - Lenovo's revenue for the first three quarters of the 2024/25 fiscal year has grown by 21% year-over-year [2] - The net profit for the same period has increased by 70% year-over-year [2] Strategic Focus - The upcoming decade for Lenovo will be centered around AI, with a commitment to making AI accessible to every business and individual [2] - The company plans to implement a mixed approach to AI, combining personal, enterprise, and public intelligence [3] Event Details - The global kickoff event for Lenovo's 2025/26 fiscal year took place at the National Tennis Center in Beijing, with subsequent events scheduled in Raleigh, Mexico City, Paris, and Tokyo [3]

誓师大会上，联想集团首席技术官Tolga Kurtoglu宣布，"联想将打造模型工厂，向用户交付超级AI智能 体。这支专门的全球工程师团队将快速完成常见的模型优化任务，并将优化后的模型交付给不同的研发 团队，确保联想新模型部署的速度领先业界。当联想的模型工厂建成后，联想的AI生态体系将成为获 取最新模型成果的最佳途径。" 新浪科技讯 3月31日下午消息，联想集团2025/26财年誓师大会在北京钻石球场召开，联想集团董事长 兼CEO杨元庆称，"展望未来，联想的第五个十年，将是人工智能的十年。"他预测，"未来三年，AI PC 将占到全球提升销量的80%以上，对联想来说，这是巨大的增长机遇。" 这意味着联想后续要投入的战略、资金、打造的能力，要推出的产品、方案，以及要塑造的品牌，以及 要培育的文化，都将围绕着人工智能展开，让人工智能惠及每一个企业每一个个人。 在与新浪科技沟通中，杨元庆表示，"我们的确在为未来的混合式AI落地，在精心地准备人才以及组 织，其中最大的变化就是，我们有了新的CTO，在他的领导下，我们也在围绕着个人和企业这两条线去 开展工作，包括国际上的业务。" 据悉，目前联想内部已经组建了新的智能体军团 ...

即将开启的第五个十年，联想将其定义为人工智能的十年。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 联想集团董事长兼 CEO杨元庆 于 3月31日 举行的 联想集团 2025/26财年誓师 大会表示，即将收官的2024财年，将是联想历史上最好的年份之一。 这一年，面对重重挑战，联想绝大部分业务都取得了超越市场的业绩。前三个季度的营业额年比年增 长了 21%，净利润年比年提升了 70%。 面对新的财年，杨元庆也提出 了 四大目标： • 勇立混合式人工智能变革的潮头，成为个人智能和企业智能的领导者 • 推动所有业务集团的营收实现年比年双位数的快速增长 • 加大多元引擎的马力， MBG和ISG都要实现20%以上的营收增长，并为公司带来可持续、实质性的 利润贡献 • 打造业界最均衡的业务组合，继续提升盈利能力，创造公司营收的历史新高 2024年，联想刚刚度过40周年纪念，而即将开启的第五个十年，联想将其定义为人工智能的十年。 这意味着，联想要执行的战略、投入的资金、打造的能力、推出的产品与方案、塑造的品牌以及培育 的文化，都将围绕这一主题展开 —— ...

3月31日，联想集团2025/26财年誓师大会在北京召开，半年前刚刚加入联想集团的执行副总裁兼ISG基础设施方案集团总裁Ashley Gorakhpurwalla亮相，他表 示，对联想的混合式人工智能战略和方法论深感钦佩，通过独特的将AI带入数据领域，它使各类企业都能够全面释放AI的能力，达到规模化——同时平衡 云端与本地部署方案的优势。 Ashley的职业生涯始于电气工程师，设计神经网络AI系统。在过去的30年里，他始终专注于将技术带给客户，推动创新并赢得成功。 机构预测数据显示，2025 年 AI 相关支出将增长三倍。企业必须在推进人工智能落地应用与实现可衡量的业务价值之间找到平衡——这是行业的关键转折 点。"也正是这一点让我对联想ISG(基础设施方案业务)的潜力充满期待！" Ashley称。 凭借联想的全栈基础设施，ISG(基础设施方案业务)是联想混合式AI优势集的基石。 那么，联想如何在行业中取得成功？Ashley做了进一步的诠释。 首先，联想必须为客户和合作伙伴创造卓越价值。联想从零开始构筑了一项卓越的云服务(CSP)业务，利用联想独特的ODM+模式，实现了规模化创新和高 效交付。联想与具有效率领先 ...

Core Insights - Lenovo Group's Intelligent Devices Group (IDG) achieved record performance in the 2024/25 fiscal year, with the PC business in China leading the market with nearly 35% market share [2] - The company is focusing on a hybrid ecosystem, particularly in "personal" AI, to enhance product experiences and create value for consumers and enterprises [4] Group 1 - Lenovo aims to solidify its leadership in the AI PC sector by developing top-tier products like the Aura series [4] - The company is leveraging its diverse devices and operating systems to build a robust and secure hybrid AI ecosystem, capitalizing on its operational capabilities and local delivery model [4][6] - Lenovo has a solid roadmap for AI devices, with established technology foundations across its product lines, including Think, Yoga, Motorola, and Legion [4] Group 2 - The company plans to increase R&D investments focused on user-centric development and AI differentiation, including forming a dedicated IDG team for AI ecosystems [5] - Lenovo is integrating PCSD and MBG technologies to create sustainable advantages and a unified AI solution across devices, enhancing user engagement and commercialization [6] - The company is committed to software strategies that deeply integrate with AI, aiming for seamless cross-device experiences [6] Group 3 - Lenovo is continuing the success of Motorola, which was the fastest-growing OEM last year, and aims for further achievements in 2025 by promoting high-end product lines and expanding key markets [6] - The company is seizing growth opportunities in accessories, display devices, workstations, AR/VR, and smart collaboration [6] - Lenovo is determined to define the era with "Smarter AI for All" and set global standards [7]

Core Insights - Lenovo's CTO Tolga Kurtoglu emphasized that the current AI applications are not yet mature enough to create real value for users, but rather are rapid iterations of technology demonstrations [1] - The future of user-centered AI will involve collaboration among various models and intelligent agents across edge, cloud, and device environments, providing seamless services to users [1] - Lenovo aims to build a model factory to reduce deployment time from months to weeks, ensuring that the latest model performance is always available to its ecosystem [1][3] Model Deployment and Automation - Efficient model orchestration will automate model selection for users, allowing AI agents to determine when to keep queries private or public, enhancing user experience [2] - The orchestration technology will connect edge devices to both public and private models, significantly increasing the information available to users [2] AI Agent Development Framework - Lenovo's AI agent development framework will accelerate the deployment of AI agents by providing foundational components that can be customized for specific tasks or user needs [3] - The combination of rapid model deployment, advanced orchestration technology, and a robust agent development framework positions Lenovo to deliver superior AI agents to users [3]

在3月31日，联想集团2025/26财年誓师大会上，联想集团董事长兼CEO杨元庆诠释了联想第五个十年的全景蓝图——人工智能的十年，联想要执行的战略、 投入的资金、打造的能力、推出的产品与方案、塑造的品牌以及培育的文化，都将围绕这一主题展开 —— 让人工智能惠及每一个企业，每一个个人。 杨元庆激动并满怀信心的表示，联想将第五次创业，这也是联想的"创业5.0"时代！ 联想将聚焦于混合式人工智能。客户需要的人工智能解决方案必须要同时满足有效性、效率、响应速度、安全/隐私保护和可持续性等方面的个性化需求， 因此，仅有公共智能无法满足无论是个人还是企业的需求。只有将基于个人数据和知识，能够熟悉用户使用习惯、感知用户环境和状态、理解用户意图和保 护用户隐私的个人智能，与基于企业的私有数据和知识库，部署在企业私有云或本地数据中心，同企业的各种数字化系统无缝融合，进行智能化运营和决策 的企业智能，与公共智能相结合，共存互补，混合并用，才是人工智能普及普惠的必由之路。这就是联想对于"混合式人工智能"的定义。 个人智能的第一步就是AI PC。 2024年，联想开创性的定义了AI PC五大特性，它是将个人计算升级为个性化人工智能的 ...

新浪科技讯 3月31日上午消息，联想集团2025/26财年誓师大会在北京召开，联想集团董事长兼CEO杨 元庆表示，即将收官的2024财年，将是联想历史上最好的年份之一。这一年，面对重重挑战，联想绝大 部分业务都取得了超越市场的业绩——前三个季度的营业额同比增长了21%，净利润同比提升了 70%。 杨元庆表示，"最好"的年份，不仅体现在业绩中，也体现在联想卓越的运营和领先创新中。 其中，卓越运营的核心之一，是特有的ODM+模式。联想将自有工厂与外包制造相结合，既能更好地满 足客户的个性化需求，加强成本竞争力，又能对标行业最佳实践，引进最先进的生产技术和经验，不断 提升自身的能力。 卓越运营的另一个核心，是联想特有的"全球资源、本地交付"模式。一方面，充分利用全球的优势资源 进行统一配置，包括资本、人才、研发、供应、制造等等。与此同时，又打造贴近本地市场的营销、交 付和服务，面向客户实现本地化的"最后一公里"。既能够达到更高的客户满意度，更好地合规和就地创 造社会价值。 联想持续加大研发投入，前三季度同比增长了10%，联想聚焦于混合式人工智能的创新研发。在个人智 能领域，联想在全球AI PC市场实现领跑，正在构建 ...

Core Insights - Lenovo celebrates its 20th anniversary of globalization and marks the fifth decade in its history, reflecting on its journey from a small startup to a global high-tech enterprise [1] - The company has successfully revitalized several iconic brands, transforming them into core businesses and capabilities, while establishing a comprehensive global sales and service network [2] - The current fiscal year is projected to be one of the best in Lenovo's history, indicating strong performance and growth [3] Group 1 - Lenovo's journey began 40 years ago with 11 entrepreneurs in a small office, evolving from creating its own brand to becoming a diversified global player in IT [1] - The company has expanded its portfolio from personal computers to include smart devices, infrastructure, and solutions, showcasing its commitment to innovation [1] - Lenovo's globalization journey over the past 20 years has been marked by significant achievements and strategic acquisitions [1][2] Group 2 - Lenovo has successfully brought back to prominence brands like IBM, Motorola, NEC, and Fujitsu, enhancing its core business and capabilities [2] - The company has built a robust global supply chain and manufacturing layout, attracting top talent and establishing a strong R&D foundation [2] - Employees are recognized as key contributors to Lenovo's global journey, embodying a culture of innovation and collaboration [2]

Core Insights - Lenovo Group's fiscal year 2024 is projected to be one of the best in its history, with significant growth across most business segments despite challenges [1] - The company reported a 21% year-over-year increase in revenue and a 70% increase in net profit for the first three quarters of the fiscal year [1] Business Segment Performance - Lenovo's IDG business remains the global leader in the personal computer market, increasing its lead over the second competitor by 5 percentage points while maintaining strong profitability [1] - The smartphone business continues to grow profitably, expanding its market presence in Europe, the Middle East, Africa, and Asia-Pacific, ranking fifth in markets outside of China [1] - The ISG business experienced over 60% growth in the first three quarters, achieving profitability in the third quarter and moving towards sustainable growth [1] - Lenovo's CSP cloud infrastructure business has grown to nearly $10 billion, leveraging a unique ODM+ model to enhance E/SMB enterprise infrastructure [1] AI and Services Growth - The SSG business has maintained high growth and profitability, capitalizing on AI opportunities while traditional support services continue to grow alongside hardware [2] - Since the launch of Lenovo's hybrid AI advantage suite in October last year, multiple general solutions and vertical industry solutions have been introduced, driving high growth in solutions and services [2]