Ge Long Hui·2025-05-22 05:37Group 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 a faster rate, with a year-on-year growth of 36% [1] - In Q4, the Infrastructure Solutions Group (ISG) generated revenue of 29.96 billion RMB, reflecting a significant year-on-year increase of 63%, and achieved profitability for the second consecutive quarter [2] Group 2 - The ISG's annual revenue reached 104.8 billion RMB, with a remarkable year-on-year growth of 63% and a substantial improvement in profitability [2] - The cloud infrastructure (CSP) business saw a revenue increase of 92% year-on-year, while enterprise infrastructure (E/SMB) revenue grew by 20%, setting a historical high [2] - The Neptune liquid cooling solutions revenue surged by 68% year-on-year, and the AI server business experienced rapid growth, expanding into strategic sectors such as high-frequency trading, new energy, and smart healthcare [2] Group 3 - IDC forecasts that the global infrastructure market will grow by 18% to reach 265 billion USD by 2025, with the AI server market projected to reach 147.2 billion USD, reflecting a compound annual growth rate of 18% from 2024 to 2027 [2] - The acceleration of generative AI and multimodal models is expected to drive continued investment in enterprise-level AI infrastructure, leading to increased demand for computing power and storage solutions [2] - Moving forward, ISG will maintain its strategy of solidifying the "cloud infrastructure + expanding enterprise infrastructure" model, optimizing product structure, and enhancing market sales capabilities [2]