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"刷新率配置方法及电子设备"的专利， 公开号CN121565073A，申请日期为2025年11月。 本文源自：市场资讯 作者：情报员 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1747条，专利信 息5000条，此外企业还拥有行政许可238个。 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。 专利摘要显示，本申请公开了一种刷新率配置方法及装置，所述方法包括：获取目标对象与显示屏之间 的第一交互信息；所述第一交互信息表征未来第一时段内所述目标对象与所述显示屏之间的交互信息； 响应于接收到目标交互事件，基于所述第一交互信息，确定目标刷新率配置参数；其中，所述目标刷新 率配置参数作用于所述显示屏的刷新率调整。 ...

（天津市工业和信息化局） 据天津市工业和信息化局官网，2月25日，天津市工业和信息化局公布了天津市第一批"零碳"工厂名 单，包括天津伊利乳业有限责任公司、联想创新科技（天津）有限公司、中海油能源发展装备技术有限 公司、天津华恒新材料股份有限公司等8家企业入选。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：金角财经 作者 | Hayward 这几年，放眼全球科技硬件行业，过得最滋润的公司是谁？ 答案，可能会出乎大多数人的意料。 不是一年卖出 2.4 亿台iPhone 的苹果。它的利润虽然冠绝全球，但在最硬核的出货量指标上，长期被三 星压制，始终是行业里的"千年老二"。 也不是刚刚宣布 2025 年营收超过 8800 亿、重回历史第二高的华为。在手机端，2025 年其出货量约 4600 万台，与 OPPO、vivo、小米这些年出货过亿的厂商，仍有明显代差。 真正闷声发大财的，其实是联想。 数据显示，2025 年 联想 在全球PC 市场的全年出货量达到 7356.7 万台，市占率高达27.2%，远远甩开 第二名惠普（21.3%）和第三名戴尔（15.3%），呈现出久违的"断层式领先"。 增速更具冲击力。 根据 IDC 数据，2025 年全球 PC 出货量整体增长约 9.6%，而联想的同比增速达到 17.6%，凭一己之力 跑赢了整个行业的大盘，甚至比惠普（8.3%）和戴尔（4.9%）的增速加起来还高。 说一句"遥遥领先"，真不夸张。 而正是 ...

香港科技大学(简称"科大")校长叶玉如表示，非常期待财政预算案中提到的"创科产业引导基金"能在年 内正式启动，相信这一基金将有效推动《香港创新科技发展蓝图》中的各项重大部署落地实施。 科大首席副校长、香港生成式人工智能研发中心(HKGAI)主任郭毅可表示，HKGAI作为香港AI生态的 推动者，非常认同财政预算案中提出的"全民AI培训"理念，将持续推出切合市民所需的AI应用服务，达 致全民善用AI的愿景。 中新社香港2月25日电 (记者 戴小橦)香港特区政府25日公布新一份财政预算案，"创科驱动"成为贯穿其 中的核心关键词。香港创科界人士在接受中新社记者采访时认为，相关推动创科产业发展的政策举措务 实有力，将为香港国际创新科技中心建设注入持续动能。 香港特区政府财政司司长陈茂波发表2026/2027财政年度特区政府财政预算案。中新社记者 陈永诺 摄 香港科学院及香港青年科学院表示，财政预算案中推出多项有利推动香港创科与经济高质量发展的措 施，与国家"十五五"规划同频发展，助力香港汇聚全球顶尖研发团队与高端科技人才，让创科成为香港 未来发展的新引擎。 香港科技园公司主席查毅超称，香港科技园公司定将积极融入国家发展 ...

Group 1: Company Updates - Hengdian Film's stock price has deviated by over 20% in the last two trading days, indicating abnormal volatility, but the company confirms no undisclosed significant information exists [1] - Maiwei Co. plans to invest 50 million yuan in Wenzhou Chaoquan Venture Capital Partnership to expand its business scope and enhance competitiveness [2] - SMIC's application to issue shares for acquiring a 49% stake in SMIC North has been accepted by the Shanghai Stock Exchange, pending further approvals [3] - The Arnault family has increased its stake in LVMH to 50.01% of capital and 65.94% of voting rights [4] - Lenovo's infrastructure business reported over 30% year-on-year revenue growth in Q3, with significant increases in various segments, including a 300% rise in liquid cooling solutions [5] Group 2: Market Movements - Tongyuan Petroleum's stock price has increased by over 30% in two consecutive trading days, with no significant changes in its operational environment [6] - DoorDash is exiting four markets, including Qatar and Singapore, as part of a strategic review [8] - WiseTech Global plans to reduce its workforce by nearly 30% while leveraging AI for cost savings [11] Group 3: Investment and Financing - Wuliangye Group has acquired a stake in Sanjiang Huihai Financing Leasing Company, increasing its registered capital by approximately 60% [9] - Warner Bros. is considering a new acquisition offer from Paramount, which may surpass its existing agreement with Netflix [10]

国海证券发布研报称，考虑到联想集团(00992)混合式AI进展显著，调整公司盈利预测，预计公司 FY2026-FY2028营收分别为801.44、876.00、932.35亿美元，non-HKFRS净利润分别为17.96、19.73、 21.11亿美元，对应non-HKFRSP/E倍数为8.0x、7.2x、6.8x，维持"买入"评级。 智能设备业务集团：平均售价上升及产品结构优化促进业务利润提升 FY2026Q3，公司智能设备业务集团收入同比增长14%，运营利润同比增长15%。受惠于平均售价上升 以及高端个人电脑、人工智能个人电脑、游戏个人电脑及个人电脑周边业务的净利润率增长，个人电 脑、平板电脑及其他智能设备的盈利能力保持强劲。个人电脑周边业务收入取得高双位数增长，利润率 显著提升，进一步改善整体组合及盈利水平。 基础设施方案集团：进行战略重组，预计将加速在FY2027重回盈利轨道 FY2026Q3，得益于云基础设施业务客户群扩大，公司基础设施方案业务集团收入创下52亿美元的最高 水平，同比增长31%。并且，公司推行了战略重组计划，产生一次性重组费用2.85亿美元，此举通过调 整产品组合，提升员工技能，实现 ...

Core Viewpoint - Lenovo Group has made significant progress in hybrid AI, leading to an adjustment in revenue and profit forecasts for FY2026-FY2028, with a maintained "Buy" rating from Guohai Securities [1] Group Summaries Financial Performance - For FY2026 Q3, Lenovo reported revenue of approximately $22.204 billion, representing an 18% year-on-year increase and an 8.6% quarter-on-quarter increase; gross margin was around 15%; net profit reached $546 million, a 60% quarter-on-quarter increase; non-HKFRS net profit was $589 million, a 36% year-on-year increase [1][2] AI and Efficiency Gains - The significant growth in adjusted net profit is primarily attributed to efficiency optimization and an increase in high-end product contributions; AI-related revenue grew by 72%, accounting for 32% of total revenue [2] Smart Devices Business Group - The Smart Devices Business Group saw a 14% year-on-year revenue increase and a 15% year-on-year operating profit increase, driven by higher average selling prices and improved profit margins in high-end personal computers and gaming PCs [3] Infrastructure Solutions Group - The Infrastructure Solutions Group achieved record revenue of $5.2 billion, a 31% year-on-year increase, supported by an expanding customer base in cloud infrastructure; a strategic restructuring plan was implemented, incurring a one-time cost of $285 million, aimed at optimizing cost structures and improving operational capabilities [4] Solutions Services Business Group - The Solutions Services Business Group reported an 18% year-on-year revenue increase, marking 19 consecutive quarters of double-digit growth; operating profit margin rose to 22.5%, nearing historical highs, with a focus on IT services in rapidly growing sectors, targeting a potential market size of $360 billion [5]

来源：新华社 重卡穿行、桩机忙碌……今年以来，渤海湾畔的国家级新区——天津滨海新区铆足干劲开新局，面向智能科技、生物医药、新能源等优势产 业，以项目作为支撑高质量发展的"压舱石"，前进步伐愈发稳健。 重点项目是产业发展的"生命线"。天津芯擎科技有限公司2025年9月在滨海新区下辖中新天津生态城投资2.9亿元，建设光电产业基地。如今， 项目建设即将进入主体施工阶段，计划今年10月前竣工。 公司副总经理张英杰说，春节假期前，生态城人社部门就主动对接，计划利用春季校园招聘帮企业储备专业技术人才。同时，生态城管委会开 年开足马力，对接金融机构，为企业量身定制不同融资方案，护航项目早日落地见效。 从最早一家企业的区域深耕，到一个智慧园区的整体赋能；从单一业务布局，到覆盖研发、服务器创新、人工智能全要素产业集群，联想扎根 滨海新区的背后，是滨海新区产业生态与区位优势的集中体现。 工作人员在联想天津零碳智造工厂笔记本生产线进行作业。新华社记者赵子硕 摄 2026年是滨海新区开发开放上升为国家战略20周年。春节前后，这里的重点项目进展好消息不断。投资金额超11亿元的长城汽车股份有限公司 新建曼德热系统及光电项目通过竣工验收， ...

丨证券研究报告丨 [Table_scodeMsg2] 联想集团（00992.HK） cjzqdt11111 [Table_scodeMsg1] 港股研究丨公司点评丨联想集团（00992.HK） [Table_Title] 龙头穿越周期，多项业务创历史新高 报告要点 [Table_Summary] 联想 FY2026Q3（对应日历年 2025Q4，下同）实现营收 222.04 亿美元，同比增长 18%；毛 利率 15.1%，同比下降 0.6pct；归母净利润 5.46 亿美元，同比下降 21%，主因一次性重组费 用、认股权证的非现金公允价值收益等非现金项目的影响；经调整净利润 5.89 亿美元，同比增 长 36%。 分析师及联系人 [Table_Author] 杨洋 SAC：S0490517070012 SFC：BUW100 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Title2] 龙头穿越周期，多项业务创历史新高 [Table_Summary2] 事件描述 联想 FY2026Q3（对应日历年 2025Q4，下同）实现营收 222.04 亿美元 ...

Group 1 - The core viewpoint of the report is that Lenovo Group is expected to see adjusted net profit growth of 25.1%, 12.3%, and 11.3% for FY25/26 to FY27/28, reaching $1.8 billion, $2.03 billion, and $2.25 billion respectively, with a corresponding PE of 8.2, 7.3, and 6.5, maintaining a "Buy" rating [1] Group 2 - The company's revenue increased by 18.1% year-on-year to $22.2 billion, exceeding institutional expectations by 7%, with a gross margin of 15.1%, slightly below expectations by 0.31 percentage points [2] - Adjusted net profit grew by 37.1% year-on-year to $590 million, surpassing institutional expectations by 27.2% [2] Group 3 - AIPC segment reported revenue of $15.76 billion, exceeding expectations by 5.3%, with a year-on-year growth of 14.3% and a quarter-on-quarter growth of 4.3%, achieving an operating margin of 7.3%, which is above expectations by 0.16 percentage points [2] - Motorola's smartphone business achieved record highs in both sales and activations [2] Group 4 - ISG segment generated revenue of $5.18 billion, exceeding expectations by 15%, with a year-on-year growth of 31.4% and a quarter-on-quarter growth of 26.6%, driven by strong demand for AI server business, with a project reserve of $15.5 billion [2] Group 5 - SSG segment achieved revenue of $2.65 billion, exceeding expectations by 3.6%, with a year-on-year growth of 17.5% and an operating margin of 22.5%, above expectations by 0.6 percentage points, driven by accelerated growth in TruScale and infrastructure services [3]