Workflow
联想集团SSG收入同比增长20%创历史新高 高附加值业务占比近六成
Ge Long Hui A P P·2025-08-14 00:44

Group 1 - Lenovo Group reported a 22% year-on-year revenue growth in Q1 of FY 2025/26, reaching 136.2 billion RMB, marking a historical high for the same period [1] - Net profit under non-Hong Kong financial reporting standards increased by 22% to 2.816 billion RMB, indicating a significant enhancement in profitability [1] - The global IT services market is expected to grow by 4.6% in 2025, with a compound annual growth rate (CAGR) of 7.8% from 2024 to 2027, driven by ongoing digital and intelligent transformation [1] Group 2 - SSG revenue increased by 19.8% year-on-year to 16.3 billion RMB, achieving a historical high, with an operating profit margin of 22.2%, up 1.2 percentage points [1] - Support services revenue grew by 12.2%, while operations and maintenance services and project solutions saw significant increases of 36% and 18.3% respectively, contributing to nearly 60% of SSG's overall revenue [1] - DaaS (Device as a Service) emerged as a core growth and profit engine for the quarter, with TruScale IaaS achieving over 200% year-on-year growth [2] Group 3 - The demand for AI-driven solutions is strong, particularly in manufacturing and supply chain sectors, with over 92% of enterprises planning to increase AI service investments within three years [1][2] - SSG aims to enhance its capabilities under a hybrid AI advantage framework, focusing on digital office solutions, hybrid cloud, and sustainable development [2] - SSG plans to develop more simple, efficient, and scalable AI solutions in vertical fields to meet urgent customer needs and fully leverage Lenovo's hybrid AI advantages [2]