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联想控股(03396.HK)公布中期业绩 净利润大幅增长144% AI服务器增长同比翻三倍
Ge Long Hui A P P·2025-08-29 08:55

Core Insights - Lenovo Holdings reported a revenue of RMB 281,589 million for the six months ending June 30, 2025, representing a year-on-year growth of 21% driven by double-digit growth across all three major business segments [1] - The net profit attributable to equity holders reached RMB 699 million, a significant increase of 144%, attributed to improved operational efficiency, optimized product mix, and effective cost control measures [1] - The company continued to invest heavily in technology research and innovation, with R&D spending increasing by 16% to RMB 8.513 billion, marking a record high for the half-year period [3] Business Performance - The industry operations segment achieved revenue of RMB 279,141 million, also reflecting a 21% year-on-year increase, with net profit attributable to equity holders rising by 28% to RMB 1,836 million [1] - Lenovo Group's personal computer business saw a strong performance, capturing a historic market share of 24.6%, with AI PC penetration exceeding 30% of total shipments [2] - The infrastructure solutions business recorded over 40% rapid growth, while AI server revenue tripled year-on-year [2] Strategic Initiatives - Lenovo Holdings has invested in over 50 technology projects in the first half of the year, supporting national technological self-reliance [3] - The company launched its self-developed super intelligent agent matrix, which integrates core functionalities and has been embedded in Lenovo's products [3] - Lenovo has invested in over 270 AI companies, establishing itself as one of the most comprehensive and longest-standing investment institutions in the AI sector [4]