联想最新发布：全部两位数增长！股价大涨

Core Insights - Lenovo Group reported a 15% year-on-year revenue growth in Q2 of the fiscal year 2025/26, reaching 146.4 billion yuan, marking a historical high for the quarter [2] - Adjusted net profit increased by 25% year-on-year to 3.66 billion yuan [2] - AI has become a core driver of Lenovo's performance, with AI-related revenue accounting for 30% of total revenue, up 13 percentage points year-on-year [2] Business Segment Performance - The Intelligent Devices Group (IDG) generated revenue of 108.1 billion yuan, a 12% increase year-on-year, with personal computer market share exceeding 25% [2] - Infrastructure Solutions Group (ISG) revenue reached approximately 29.3 billion yuan, a 24% year-on-year increase, with significant growth in AI infrastructure revenue [2] - Solutions and Services Group (SSG) revenue grew nearly 20% year-on-year, achieving double-digit growth for the 18th consecutive quarter while maintaining high profit margins [2] AI Market Position - Lenovo's AI PC holds a 31.1% share of the global Windows AI PC market, maintaining the top position [3] - AI terminal device revenue has increased to 36% of IDG's overall revenue, up 17 percentage points year-on-year [3] - Motorola smartphone sales reached a historical high during the quarter, contributing to the overall growth [3] Strategic Outlook - Lenovo's Chairman and CEO, Yang Yuanqing, emphasized the company's commitment to leveraging its unique "global resources, local delivery" model to navigate uncertainties and seize opportunities presented by hybrid AI [3] - The company aims to create long-term sustainable returns for shareholders while advancing in both personal and enterprise intelligence sectors [3]