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联想集团SSG业务持续高利润增长 AI服务商业化初具规模

Group 1 - Lenovo Group reported a revenue of 498.5 billion RMB for the fiscal year ending March 31, 2025, marking a strong year-on-year growth of 21.5% and achieving the second-highest revenue in history [1] - The company's profit increased at an even faster rate, with a year-on-year growth of 36% [1] - In Q4, the SSG segment generated revenue of 15.6 billion RMB, reflecting an 18% year-on-year increase, and achieved a record operating profit margin of 23% [1] Group 2 - The demand for AI solutions and services is rapidly increasing across various industries, with Gartner predicting a 4.6% growth in the global IT services market by 2025 and a compound annual growth rate (CAGR) of 7.8% from 2024 to 2027 [1] - Over 92% of enterprises plan to increase their investment in AI services within the next three years, with hybrid cloud becoming the mainstream deployment solution [1] - SSG's annual revenue exceeded 61 billion RMB, with a year-on-year growth of 13% and an operating profit margin of 21.1% [1] Group 3 - SSG's hybrid cloud services saw a remarkable order growth of 82% year-on-year, with GPU-as-a-service experiencing a staggering growth of 13 times [2] - Lenovo's unique advantages in AI solutions and services stem from its comprehensive product coverage and customized solutions for diverse AI scenarios, showcasing its integrated capabilities [2] - Looking ahead, SSG aims to enhance platform capabilities, product strength, and global delivery efficiency while expanding high-value service commercialization paths to help global enterprises unlock AI value [2]