杨元庆：联想市场份额和利润两个“不掉”的关键在于创新和运营

Core Insights - Lenovo Group reported impressive financial results for the fiscal year 2024/25, with a revenue growth of 23% and a profit increase of 25% in the last quarter, contributing to an annual revenue growth of over 21% and a profit surge of 36% [3][4] Financial Performance - The infrastructure business (ISG) achieved significant breakthroughs, turning profitable in the second half of the year with an annual revenue growth exceeding 60% [3] - The mobile phone business (MBG) also performed well, with nearly 30% growth, and the Asia-Pacific region saw an impressive increase of 180%, while Europe, the Middle East, and Africa experienced a growth of 32% [3] - The traditional PC business maintained double-digit growth, exceeding market growth by 3.4 percentage points, while also optimizing profits [3][4] Competitive Advantages - The company emphasized two core competitive advantages: innovation capability and operational excellence [3][5] - Lenovo has increased investments in hybrid artificial intelligence, launching numerous innovative products and solutions for both personal and enterprise intelligence [4] - The company has established an end-to-end integrated business model, allowing for rapid responses to changes in tariffs and market conditions [4][5] Strategic Initiatives - Lenovo is actively embracing the AI wave, planning to enhance AI services and solutions, with a focus on personal and enterprise intelligent systems [5][6] - The company aims to expand its market share in personal computers, maintain high growth in mobile phones, and achieve profitable high growth in infrastructure [6]