LENOVO GROUP(HK:00992) 智通财经网·2025-07-09 05:22Core Insights - The global personal computer (PC) shipments continued to grow in Q2 2025, reaching 68.4 million units, a year-over-year increase of 6.5% [1][2] - Lenovo maintained its position as the market leader with a 24.8% market share, achieving a shipment volume of 17 million units, which is a 15.2% increase compared to the same period last year [1][2][3] Company Performance - Lenovo's shipment growth rate of 15.2% significantly outpaced the overall market growth, showcasing its strong competitive position and brand influence [3] - In contrast, HP and Dell experienced modest growth and declines, with HP's shipments increasing by only 3.2% and Dell's shipments decreasing by 3.0% [2][3] Market Dynamics - The demand for PCs remains robust globally, supported by the upgrade of old devices and the transition to Windows 11, despite challenges in the U.S. market due to tariff policies [2][3] - Lenovo's effective product innovation, marketing strategies, and supply chain management have contributed to its leading position in the global PC market [3][4] Supply Chain and Global Strategy - Lenovo has established a flexible global supply chain that allows for timely market responses and product delivery, ranking 8th in the Gartner Top 25 global supply chain list [4] - The company's global strategy focuses on an end-to-end business model and a "China + N" manufacturing layout, enabling it to mitigate tariff impacts while serving over 180 countries [6] Commitment to Market Leadership - Lenovo's commitment to maintaining its market share and profitability is evident in its performance in the first half of 2025, aligning with CEO Yang Yuanqing's promise made in May [6]