LENOVO GROUP(HK:00992) Xin Lang Ke Ji·2025-09-20 06:51Group 1 - The core viewpoint is that the rapid development of edge AI is driving new demand, as highlighted by Lenovo's Chairman and CEO Yang Yuanqing at the 2025 World Manufacturing Conference [1] - Lenovo has been a pioneer in the domestic market by launching AI PCs, AI smartphones, and AI tablets since May of last year, with AI PCs now accounting for over 30% of the company's total PC shipments [1] Group 2 - Lenovo's vision revolves around "one body, multiple ends," which refers to a super-intelligent entity that spans across devices and ecosystems, enabling personalized data generation and storage through various intelligent terminal devices [3] - The company emphasizes that AI empowerment for enterprises goes beyond deploying mechanical arms and robots on production lines; it focuses on leveraging enterprise data and knowledge to optimize internal processes and enhance operational decision-making [3] - As a result of its intelligent transformation, Lenovo has achieved a 28% reduction in supply chain order delivery time, a 25% improvement in accuracy, and a 20% decrease in manufacturing and logistics costs, leading to better balance between supply and demand [3]