Group 1 - The rapid development of AI has led to significant price increases in memory, hard drives, and graphics cards, with memory prices soaring to the extent that a box of 100 memory sticks was valued at 4 million yuan, comparable to the price of a house in Shanghai [1] - Many brands of laptops and smartphones have unexpectedly raised their prices since the beginning of the year, reflecting a broader trend in the consumer electronics market [2] - Major PC manufacturers, including HP, Acer, Asus, and Dell, have collectively announced price increases for their products due to rising memory costs, with Dell's commercial computer prices increasing by 10% to 30% [3] Group 2 - Xiaomi's new smartphone, the Xiaomi 17 Ultra, has seen a price increase of 500 yuan compared to its predecessor, primarily due to rising memory costs, with other brands like Redmi and OPPO also adjusting their prices, some by as much as 20% [4] - IDC predicts that the average selling price of smartphones will rise to $465 by 2026, with total market revenue reaching $578.9 billion, marking a historical high [4] - The cost of memory semiconductors in smartphones has increased from 10%-15% to over 20%, with mid-range phones seeing storage costs approaching 30%, leading some budget models into negative profit margins [4] Group 3 - In contrast to other consumer electronics, AI glasses have not experienced widespread price increases due to rising storage costs, with recent government policies including smart glasses in subsidy programs [5] - Some AI glasses, like the XREAL One AR glasses, have even seen price reductions, with the XREAL 1S priced $50 lower than its predecessor [6] - The storage requirements for AI glasses are not as high as for smartphones, which may influence pricing strategies and profit margins in this segment [6]

在全球可持续发展浪潮席卷而来的当下，ESG（环境、社会、公司治理）已成为衡量企业高质量发展的核心标尺，更是连接企业价值与社会价值的关键纽 带。随着国内ESG生态体系的加速完善，政策监管持续收紧、资本市场对ESG表现的关注度不断飙升，企业的可持续发展能力愈发成为其核心竞争力的重 要组成部分。 在此行业背景下，新浪财经重磅发布"2025中国企业ESG百强"榜单。该榜单依托新浪财经专业的ESG评级体系，以5000余家A股上市公司及在港上市内地 企业为评价对象，创新性搭建18套行业ESG评价模型，纳入150余项ESG指标，通过量化模型综合演算，对企业ESG表现进行全面、客观的综合评价，最 终筛选出中国ESG实践的标杆企业。榜单不仅为行业树立了发展典范，更为投资者提供了极具参考价值的决策依据。 联想集团在环境、社会、公司治理领域开展了大量工作，积累了丰富的创新实践与扎实的落地成果。凭借在ESG各领域的卓越表现，联想集团成功入选本 次新浪财经"2025中国企业ESG百强"榜单，并位列第49名。 此次榜单的发布，不仅是对上榜企业可持续发展实践的权威肯定，更向全行业传递了ESG核心价值理念。面对全球性挑战与高质量发展的时代要 ...

格隆汇1月12日丨联想集团(00992.HK)公布，集团董事会会议将于2026年2月12日举行，旨在(其中包括) 审议及批准(如适用)集团截至2025年12月31日止九个月的未经审核财务业绩。 ...

主席兼首席執行官 楊元慶 謹啟 Lenovo Group Limited 聯想集團有限公司 ( 於香港註冊成立之有限公司 ) (港幣櫃台股份代號：992 /人民幣櫃台股份代號：80992) 董事會會議通告 謹通知聯想集團有限公司（「本公司」，及其附屬公司（「本集團」））之董事會會 議將於二零二六年二月十二日舉行，旨在 （其中包括） 審議及批准（如適用）本集團 截至二零二五年十二月三十一日止九個月之未經審核財務業績。 聯想集團有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份 內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 二零二六年一月十二日 於本公告日期，執行董事為楊元慶先生；非執行董事為朱立南先生、趙令歡先生、黃 偉明先生、 Laura Green Quatela 女士及 Amit Midha 先生；及獨立非執行董事為 John Lawson Thornton 先生、 Gordon Robert Halyburton Orr 先生、胡展雲先生、楊瀾女士、 王雪紅女士、薛瀾教授及 Kasp ...

格隆汇1月12日丨纽曼思(02530.HK)发布公告，2026年1月5日，集团于公开市场以总代价约人民币 3409.8万元(不包括印花税及相关开支)购入总共400万股联想集团(00992.HK)股份。所购入的联想集团 400万股股份的平均购买价约为每股人民币8.524元。 ...

所购入的联想集团400万股股份的平均购买价约为每股人民币8.524元。 纽曼思(02530)发布公告，于2026年1月5日，集团于公开市场以总代价约人民币3409.8万元(不包括印花 税及相关开支)购入总共400万股联想集团股份。 ...

纽曼思(02530)发布公告，于2026年1月5日，集团于公开市场以总代价约人民币3409.8万元(不包括印花 税及相关开支)购入总共400万股联想集团股份。 所购入的联想集团400万股股份的平均购买价约为每股人民币8.524元。 ...

探秘智造新高地，联想武汉产业基地开放走访啦！ 零距离感受「灯塔工厂」的AI科技之美 面对面与联想武汉/合肥工厂及大企业负责人链接产业需求 关于联想武汉产业基地 联想武汉产业基地,于2013年投产,建筑面积超20万平米,是联想集团在全球最大、最先进的 移动智能终端自有工厂 合作伙伴: AMD司 | 闘 | cfooo (2) 127 这里是全球领先的移动终端"零碳工厂"，每0.6秒下线一台设备，日产能超14万部。你将亲眼见证业界 首条5G+IoT自动化产线"量子线"，感受4小时重构生产流程的柔性制造，体验AI视觉检测与智能机器人 协同作业的科技震撼。 更有机会对接产业需求，与联想武汉/合肥基地专家共探智能制造解决方案，链接联想全球160国市场资 源。如果你想近距离触摸未来工厂的脉搏，推动企业产品与技术加速落地，快来评论区报名吧 ...

Market Overview - The Hong Kong stock market indices opened higher, with the Hang Seng Index rising by 0.86% to 26,456.75 points, the Hang Seng Tech Index increasing by 2.08%, and the National Enterprises Index up by 1.08% [2][11]. AI Sector - AI concept stocks showed strong performance, with Zhihui rising over 31%. This surge is seen as a sign that domestic AI large model companies are transitioning from the research phase to a stage where technology and commercialization are aligning, providing a basis for future financing and valuation [4][13]. - According to Frost & Sullivan, the market size for China's large language models is projected to reach 5.3 billion yuan in 2024 and grow to 101.1 billion yuan by 2030, with a compound annual growth rate of 63.5% from 2024 to 2030 [4][13]. Entertainment Sector - The film sector saw significant gains, with Damai Entertainment increasing by over 6%. As of January 9, 2026, the total box office (including pre-sales) surpassed 1 billion yuan. Despite expectations that the 2026 Spring Festival box office may not reach the levels of 2025, the presence of popular directors and actors is expected to ensure a solid performance [5][14]. Commercial Aerospace Sector - The commercial aerospace sector continued to rise, with Asia Pacific Satellite increasing by 13%. Recent breakthroughs in China's reusable rocket technology are seen as a significant advancement, positioning the country closer to achieving low-cost and high-reusability in aerospace. This development is expected to benefit related industries such as aerospace manufacturing and satellite applications [6][15]. New Listings - Haowei Group debuted with a first-day increase of over 15%. The public offering was oversubscribed by 9.28 times, with 4.58 million shares allocated, representing about 10% of the total shares offered. The international placement was also oversubscribed by 9.73 times, with 41.22 million shares allocated, accounting for 90% of the total shares [7][17].

来源：新闻晨报 因为AI的快速发展，过去一年里内存、硬盘和显卡都经历了显著上涨，对硬件终端的影响也终于爆 发。开年以后，许多人发现多个品牌的笔记本电脑迎来了意想不到的涨价，主流手机品牌多款机型价格 也在短期内大幅上调，即使算上新一轮国补，价格可能也要比此前的原价要高。 全球五大主要电脑厂商都要涨价 在小红书，开年后电脑明显涨价被网友热议。尤其是强调性能的游戏本，因为内存、硬盘和显卡都在涨 价，最终都反馈在一台整机上面。 "主要是内存，涨了三倍不止。"阿海表示，同样16GB容量的内存条，在2025年年中的售价约为八九百 元，如今在主流电商平台的标价已普遍超过2700元。固态硬盘的价格也近乎翻倍。 这种情况下，全球五大主要PC厂商也坐不住了。去年年底，惠普高层对外透露，由于内存成本的持续 飙升最终将迫使公司上调产品价格。之后，宏碁、华硕的高管陆续表示，受存储缺货涨价潮影响，将上 调PC产品价格。同一时间，戴尔全面提高了商用电脑售价，涨价幅度在10%-30%。 2026年伊始，联想已对其官网在售的多款笔记本进行价格调整。其中，定价5000元以上的中高端型号， 其官方零售价已抬升500到1500元。 涨价的不仅是电脑 ...