Ge Long Hui·2025-11-21 02:45Core Viewpoint - Lenovo Group reported a 15% year-on-year revenue growth to 146.4 billion RMB for Q2 of the fiscal year 2025/26, exceeding market expectations and achieving a historical high for the quarter [1] - Adjusted net profit increased by 25% to 3.66 billion RMB, indicating strong operational resilience and strategic certainty in a complex environment [1] Group Performance Summary Intelligent Devices Group - Revenue grew by 12% quarter-on-quarter, accounting for 74% of total revenue; operating profit margin remained stable at 7.3% [2] - Lenovo's global PC shipment market share increased to 26%, a 17% year-on-year growth, outperforming the global market growth of 9% [2] - AI PC penetration reached 33%, with a 31% market share in global AI PC shipments within the Windows ecosystem [2] Infrastructure Solutions Group - Revenue declined by 5% quarter-on-quarter, representing 20% of total revenue; operating profit margin improved to -0.8% [3] - Despite the revenue decline, year-on-year growth remained robust at 24%, driven by AI server revenue growth, new cloud service provider clients, and ongoing enterprise and SMB transformations [3] Solutions and Services Group - Revenue increased by 13% quarter-on-quarter, making up 12% of total revenue; operating profit margin rose to 22.3% [3] - The growth was supported by higher adoption rates of high-end value-added services and stable penetration rates, with management services and project solutions outpacing support services in revenue growth [3]