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联想控股:共踏中国人工智能产业“主升浪”
Cai Jing Wang· 2025-06-13 05:55
Core Insights - The article emphasizes the significant opportunity presented by AI, particularly through large model technologies like DeepSeek, which lower industry entry barriers and shift focus towards vertical applications [1] - Lenovo Holdings has a long-standing commitment to AI, having invested in over 270 AI-related companies, and aims to leverage its experience to foster innovation and application in the sector [4][6] Group 1: Company Strategy and Investments - Lenovo Holdings has invested in over a thousand tech companies across various fields, including AI, semiconductors, and biotechnology, establishing a comprehensive investment strategy over 25 years [4] - The company has supported AI enterprises through various means, including business model development and resource integration, exemplified by its early investment in iFlytek, which has become a leader in AI voice technology [3][4] - Lenovo Holdings has developed a full-stack layout in AI, with over 270 AI-related companies and more than 140 focused on practical applications [6] Group 2: AI Applications and Innovations - The application of AI in manufacturing has shown significant results, such as reducing production scheduling time from 6 hours to 1.5 minutes and improving delivery efficiency by over 20% [7] - Lenovo Holdings' investments in AI-driven healthcare technologies, like xTrimo and Huixiang Technology, demonstrate the potential for AI to enhance efficiency and accuracy in medical diagnostics [9] - The company believes that successful AI implementation requires a combination of theoretical advancements and practical applications, emphasizing the importance of real-world testing and feedback [10][11] Group 3: Future Outlook and Challenges - The AI market in China is projected to exceed 700 billion yuan by 2025, with generative AI expected to have an application rate of 83% in 2024, leading to significant breakthroughs in smart manufacturing [10] - Lenovo Holdings acknowledges the challenges of high investment and low short-term returns in the AI sector but remains optimistic about future commercial viability and user value realization [10] - The company stresses the need for collaboration between foundational research and application to ensure the competitiveness of China's AI industry on a global scale [11]
联想控股副总裁于浩:在技术变革中锚定“长期主义”
Xin Hua Cai Jing· 2025-06-10 01:07
事实证明联想控股走长期主义路线是对的。根据最新财报,2024年联想控股通过各项有效举措,打了一 场业绩翻身仗:总营收为人民币5128.06亿元,同比增长17.61%;净利润为76.83亿元,同比大增 1119.52%;归母净利润为1.33亿元,较2023年的-38.74亿元实现扭亏为盈。 正如联想控股董事长宁旻表态,回首四十年发展之路,中国的发展给了联想控股巨大发展空间,怀着产 业报国的初心和使命,我们将紧抓科技浪潮机遇,系统性提升科技创新能力,继续走好创新驱动发展之 路。 新华财经香港6月9日电(记者李柏涛)近年来,全球产业链与科技竞争格局加速重构,人工智能、半导 体、新能源等领域的博弈愈演愈烈,企业如何应对和突围?近日,联想控股副总裁、前瞻技术研究院院 长于浩在接受记者专访时表示,作为深度参与国际分工的科创企业,联想控股的答案藏在"长期主 义"里。 "坚持自主创新不是选择题,而是生存题。"于浩直言,从40年前中国科学院创业企业到如今横跨多领域 的科技巨头,联想控股坚持长期主义走的每一步都紧扣国家战略,同时也契合自身发展和市场需求。 "我们选择合作项目时会看早、看小,特别是在有更多破坏性创新机会的'达尔文海 ...
港股科技30ETF(513160)盘中飘红,快手-W涨超4%,机构:港股科技资产具备中长期投资价值
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-28 02:11
平安证券认为,在外部环境缓和、内部基本面向上预期强化背景下,港股仍有上行空间。结构上,建议 关注三大主线:一是港股科技资产具备中长期投资价值,AI、互联网、创新药等领域的机遇值得关 注;二是政策支持的内需消费领域的优质资产;三是关注业绩稳健的红利资产。 (本文机构观点来自持牌证券机构,不构成任何投资建议,亦不代表平台观点,请投资人独立判断和决 策。) 港股科技30ETF(513160)紧密跟踪恒生港股通中国科技指数,该指数跟踪可经港股通买卖,从事科技 业务并于香港上市的内地公司之表现。 消息面上,据上海证券报,今年以来,伴随港股市场显著走强,港股相关基金净值水涨船高,在公募基 金业绩排行榜上"霸屏"。据统计,截至5月26日,在权益类基金业绩排行榜前100名中,近三成产品的港 股仓位超过30%,部分重仓港股的基金年内净值涨幅超过50%。Choice数据显示,截至5月27日,恒生指 数、恒生科技指数和恒生中国企业指数今年以来的涨幅均超过10%,在全球重要市场指数中排名前列。 港股的强势表现带动相关权益类基金净值一路走高。据统计,截至5月26日,在今年以来业绩排名前100 的权益类基金中,近半数港股仓位超过10%, ...
2025年中国喷墨打印机行业发展历程、产业链图谱、出货量、重点企业及发展趋势研判:喷墨打印机市场有望回暖,消费复苏和技术创新将推动出货量回升[图]
Chan Ye Xin Xi Wang· 2025-05-27 01:37
内容概况:喷墨打印机是非接触式打印机,通过将墨滴推过纸张和塑料基材上的喷嘴来重建数字图像。 喷墨技术包括离子墨水,该墨水由磁性板引导以喷射到纸张上。这些打印机用于各种行业,例如广告, 纺织,包装,教育和制药。受益于消费市场家庭用户的增加,2017-2022年我国喷墨打印机出货量逐年 增加。2023-2024年,受到经济环境波动,用户预算收紧和消费降级等因素的影响,喷墨打印机市场呈 现持续两年负增长。2024年中国喷墨打印机出货量为729.2万台,同比下降8.7%。其中,一季度受2023 年同期高基数影响出现下滑,二季度到四季度都呈现同比增加的趋势。尤其是2024年下半年,开学季的 需求高于预期,直播平台实时的互动性、直观的展示以及精准影响,持续提升了打印机在学生群体中的 重要性。此外,随着价格持续下探,用户获取信息渠道更加广泛,喷墨打印机低成本优势受到更多用户 推崇。自由办公人群增加,倾向于购买喷墨打印机兼顾家庭和工作需求;中小企业从激光转向喷墨的趋 势愈发显著。未来,随着经济环境改善、消费需求回升以及喷墨打印技术的持续创新,喷墨打印机出货 量或将恢复增长态势。 | 喷墨打印机的分类 | | | --- | ...
联想控股(03396)携手锦江在线 共同助推冷链物流行业智能化转型
智通财经网· 2025-05-22 09:31
根据合作协议,双方本次合作内容主要涵盖大模型应用创新、标准化体系建设、智能化系统升级和创新 模式探索等多个方面。在大模型应用创新方面,双方将建设冷链行业大模型训练资料库,打造安全可靠 的冷链智能化产品,并搭建产业创新孵化平台。在标准化体系建设方面,将共同制定冷链全流程标准规 范,搭建食品安全追溯系统。在智能化系统升级上,将共同构建集成化的冷链运营管理平台,实现全链 条业务的可视化管理和智能决策支持。双方还将在商业模式、技术应用和绿色低碳等方向开展实践,打 造数字化供应链平台,推广新能源设备应用,引领行业可持续发展。 此外,为推动冷链物流行业数字化、智能化转型,双方将充分发挥在人工智能领域的技术积累和产业优 势,联合上海冷链协会及行业头部企业,开展新质冷链物流发展研究。研究将重点探索如何将人工智能 等前沿科技与冷链物流深度融合,在自动化冷库、园区数智化运营、绿色低碳及冷链新模式等方面赋能 行业提质增效。双方期待通过实践案例分析,为传统冷链企业数字化转型和实现"双碳"目标贡献智慧方 案,并将适时发布新质冷链物流发展白皮书。 近日,联想控股股份有限公司与上海锦江在线网络服务股份有限公司达成战略合作框架,双方将发挥各 ...
联想控股·和鲸科技首期AI通识课圆满举办
Zhong Guo Jing Ji Wang· 2025-05-19 07:19
"怎么看待人工虫草和野生虫草的争议?"一个提给AI的问题,很快引起了现场听课的藏族年轻人们 的兴趣和关注。这是联想控股与和鲸科技联手打造的AI通识课首站的场景之一。 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 课程结束后,学员们也纷纷上前主动与主讲老师交流,提出自己对AI更多的疑问,也表达了对后 续课程的期待。 互联网的发展,拉近了城市与乡村在信息获取和交流上的距离,而AI技术的突飞猛进,则让最新 的知识、最好的技术和工具,离偏远地区也不再遥远。在香格里拉的课堂上,我们看到了科技赋能的另 一种可能——它不是冰冷的技术秀,而是扎根于土地的生长力。这些年轻人的创造力与本地产业的真实 需求,才是AI最美的应用场景。 此次课程是联想控股"乡村AI赋能计划"的首站,未来,这一计划将持续为县域群众提供"低门槛、 高实用"的AI通识和技能培训。计划将通过降低技术门槛、优化成本结构、适配本土场景等方式推动AI 普惠, ...
联想控股(03396) - 2024 - 年度财报
2025-04-28 22:00
Financial Performance - The company reported a revenue of 10 billion RMB for the fiscal year ending December 31, 2024, representing a 15% increase year-over-year[1]. - The company provided a forward guidance of 12 billion RMB in revenue for the next fiscal year, indicating a projected growth of 20%[1]. - The company reported a net profit margin of 12%, up from 10% in the previous year[1]. - In 2024, the company achieved revenue of RMB 512.806 billion, an increase of 18% year-on-year[16]. - The net profit attributable to equity holders of the company was RMB 1.33 billion, marking a turnaround from a loss[16]. - Lenovo Holdings achieved a revenue of RMB 512.81 billion in 2024, representing an 18% year-on-year increase[30]. - The industrial operations segment generated revenue of RMB 508.20 billion, also up 18% year-on-year, with a net profit of RMB 3.96 billion, reflecting a 29% increase[31]. - The investment and incubation segment reported revenue of RMB 4.65 billion, a 5% year-on-year increase, despite a net loss of RMB 2.22 billion, which was a significant reduction in losses[33]. - The smart devices business achieved revenue of RMB 349.8 billion, a year-on-year increase of 13%[56]. - The company achieved revenue of RMB 6,441 million in 2024, a decrease from RMB 6,879 million in 2023, with a net profit attributable to shareholders of RMB 70 million, down from RMB 228 million[73][74]. Market Expansion and User Growth - User data showed a growth of 25% in active users, reaching 5 million by the end of the reporting period[1]. - Market expansion efforts led to a 40% increase in market share in the Asia-Pacific region[1]. - The global PC market share reached 24.3%, leading the second competitor by nearly 5 percentage points, a historical high[17]. - The smartphone business ranked among the top five globally (excluding China), achieving a five-year high[17]. - The AI PC category captured 15% of the notebook market share in China during Q4, exceeding market expectations[32]. Research and Development - The company invested 500 million RMB in R&D for new technologies, focusing on AI and machine learning applications[1]. - Research and development expenses reached a record high of RMB 15.8 billion, reflecting the company's commitment to innovation[17]. - In 2024, Lenovo's R&D expenses reached RMB 15.8 billion, a historical high, with an R&D expense ratio increasing from 2.6% in 2021 to 3.1% in 2024[23]. - Lenovo's investment portfolio in AI has expanded to over 270 companies, establishing a comprehensive ecosystem in the AI investment field[20]. - Lenovo Group's AI server cluster set a total of 536 world records in performance testing, with the new generation of servers doubling AI workload performance[35]. Strategic Initiatives and Acquisitions - The company completed an acquisition of a strategic partner for 1 billion RMB, enhancing its supply chain capabilities[1]. - Lenovo has invested in over 100 Chinese technology companies throughout the year, demonstrating a strong commitment to supporting technological innovation[23]. - The company is actively expanding into overseas markets, with blueberry production reaching a historical high, resulting in double-digit growth in revenue and profit[17]. - Lenovo's collaboration with XCMG Group resulted in a nearly 90% efficiency improvement in core processes through customized high-performance computing solutions[37]. Environmental, Social, and Governance (ESG) Initiatives - The company has established a strong focus on ESG initiatives, achieving MSCI AAA rating for three consecutive years[24]. - The company is committed to ESG development principles, contributing to rural revitalization, educational equity, and carbon neutrality[40]. - The company has maintained a 100% compliance rate for pollutant emissions since its inception, adhering strictly to national environmental protection policies[139]. - The company is investing in advanced aquaculture and monitoring technologies, such as artificial intelligence and machine vision, to enhance farming precision and mitigate risks from harmful algal blooms and diseases[140]. Financial Risks and Management - The company faces significant macroeconomic risks due to global economic growth divergence and rising geopolitical tensions, which may impact business performance and profitability[130]. - The company will continuously monitor macroeconomic changes and enhance risk identification and assessment capabilities to ensure sustainable development[131]. - The company faces various financial risks, including market risk, credit risk, and liquidity risk, and has a unified financial control management system in place[147]. - The company actively monitors foreign exchange risks related to currencies such as USD, RMB, EUR, and CHF, and utilizes forward foreign exchange contracts when necessary[148]. Employee and Talent Management - The company employs approximately 88,172 employees as of December 31, 2024[157]. - The company emphasizes that talent is its most valuable asset and focuses on building a talent development system to ensure smooth promotion channels and provide abundant training resources[159]. - The company has established a diversified supplementary welfare system for employees, including supplementary retirement and medical insurance, as well as health check-ups[158].
联想控股(03396):佳沃品鲜、佳沃食品及北京佳沃臻诚科技订立股权转让协议
智通财经网· 2025-04-25 00:14
智通财经APP讯,联想控股(03396)发布公告,于2025年4月24日,佳沃品鲜(公司间接全资附属公司)、 佳沃食品(公司间接非全资附属公司)及标的公司订立股权转让协议,佳沃品鲜同意收购而佳沃食品同意 出售标的公司100%股权,总对价为人民币1元。 标的公司北京佳沃臻诚科技有限公司为一家根据中国法律注册成立的有限责任公司,主要从事销售食 品;技术开发、技术转让、技术资询、技术服务、技术推广;销售食用农产品;货物进出口、技术进出口、 代理进出口等业务。截至本公告日,佳沃食品持有其100%的股权。 公司附属公司佳沃食品主要通过标的公司旗下境外的智利附属公司Australis Seafoods S.A.开展三文鱼业 务。近年来,受营业成本、财务费用高企、产销量下降等因素的影响,佳沃食品出现较大亏损。截至 2024年底,佳沃食品仍处于亏损状态,净资产为负,面临从深交所退市风险。 出售标的公司后,佳沃食品资产负债结构将得到改善,资产质量将得到优化,有助于提升其净资产水平 及持续发展能力,可为佳沃食品未来经营改善赢得空间,公司作为佳沃食品的控股股东亦将受益于佳沃 食品财务状况的改善。同时佳沃集团收购标的公司后,将与其旗 ...
蚂蚁集团、联想控股,最新入股“AI四小龙”!
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-07 08:23
4月7日,南财快讯记者从天眼查App获悉,近日,北京旷视科技有限公司发生工商变更,新增蚂蚁集团旗下上海云钊创业投资有限公司、联想控股旗下西藏 星帆企业管理有限公司、重庆产业投资母基金合伙企业(有限合伙)等为股东,注册资本由约571.5万人民币增至约3394.2万人民币,同时,新增多位主要人 员。 | | | 都在用的商业查询工具 | | 夏公司 | 童老板 | 查风险 童关系 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 国家中小企业发展子基金旗下机构 | | | 请输入公司名称、老板姓名、品牌名称等 | | 天眼一下 船 应用 = 合作 | | 北京旷视科技有限公司 > 情报动态 | | | | | | | | | 时间选择: | モ部 | 今日 本周 | 上周 | 本月 上月 | | 图 自定义时间范围 | | | 全部词段 | 工商信息 | 法律诉讼 | | 经营风险 | 经营状况 | | | | 变动日期 | | 风险级别 | | 变更/新增类型 | | 变更/更新内容 | | | 2025-04-04 | | 提示信息 | | ...
联想控股(03396):业绩实现扭亏为盈,聚焦科创培育新兴产业
Guotou Securities· 2025-04-01 14:33
■产业孵化与投资:归母亏损显著收窄,持续聚焦科创领域。2024 年, 受制于 A 股 IPO 节奏趋紧以及国内外资本市场大幅波动影响,公司 产业孵化与投资板块实现归母净亏损 22.16 亿元,同比亏损大幅减 少。2024 年,公司成功推动 13 家被投企业登陆资本市场,保持行业 领先地位。公司围绕着前沿新材料、创新药、生物制造等战略新兴产 业的布局,累计拥有超 180 家国家级专精特新"小巨人"企业,在具 身智能领域累计投资近 40 家企业。 ■投资建议:维持买入-A 投资评级。我们预计公司 2025-2027 年 EPS 分别为 0.23 元、0.41 元、0.58 元,给予 0.42x2025 年 P/B,对应 6 个月目标价为 10.47 港元(已按港元兑人民币 0.93 折算汇率)。 ■风险提示:资本市场波动、宏观经济变化、被投企业上市进度不及 预期等。 业绩实现扭亏为盈,聚焦科创培育新兴产业 ■事件:公司披露 2024 年年报,公司实现收入 5128.06 亿元 (YoY+18%),归母净利润 1.33 亿元,实现扭亏为盈。其中:1)产业 运营板块:受联想集团盈利水平提升影响,2024 年贡献归母净 ...