杨元庆：联想Q1业绩成功兑现"竞争力不降、市场份额不掉、盈利不减"承诺

Core Insights - Lenovo Group reported a record high revenue of 136.2 billion RMB for Q1 of the 2025/26 fiscal year, marking a 22% year-on-year increase [1] - The net profit under non-Hong Kong financial reporting standards also grew by 22% to 2.816 billion RMB, with all main business segments achieving double-digit growth [1] - Non-PC business revenue now accounts for 47% of total revenue, indicating a continued optimization of the business structure [1] Revenue Growth by Region - Revenue in China increased by 36% year-on-year [1] - Revenue in the Asia-Pacific region (excluding China) grew by 39% [1] - Revenue in Europe, the Middle East, and Africa (EMEA) rose by 9% [1] - Revenue in the Americas increased by 14% [1] Strategic Advantages - Lenovo's unique "China + N" global manufacturing strategy supports robust growth by leveraging local operations in key markets to respond quickly to market demands and mitigate external risks [2] - The company operates over 30 self-owned or partnered manufacturing bases across 11 global markets, creating a resilient supply chain network [2] - Lenovo's ODM+ end-to-end operations model allows for effective management of cost pressures and market dynamics, ensuring sustainable growth [2] Innovation and AI Strategy - Lenovo's R&D investment saw double-digit growth in Q1, focusing on personal and enterprise intelligence innovations [3] - The company maintains the leading global market share in AI PCs, with over 30% of total PC shipments being AI PCs [3] - The smartphone business achieved a 14% revenue growth, with Moto's market share reaching a historical high [3] Enterprise Intelligence Growth - Revenue from Lenovo's AI infrastructure business surged by 155% year-on-year, with strong order reserves [4] - The company launched the "LeXiang" enterprise super intelligent system, marking a significant milestone in enterprise AI [5] Future Outlook - Lenovo is committed to continuous innovation and aims to deliver breakthrough innovations for customers while creating lasting value for stakeholders [6] - The company plans to showcase its latest AI advancements at the upcoming Lenovo Tech World event in January 2024 [5]