智通财经网·2025-11-25 06:10Core Viewpoint - Lenovo Group reported strong financial results for the second quarter of FY26, with revenue reaching 146.4 billion RMB, a 15% year-on-year increase, and adjusted net profit growing by 25% to 3.66 billion RMB, indicating robust operational resilience and strategic certainty in a complex environment [1] Group 1: PC Business - FY26Q2 PC revenue increased by 17% year-on-year, with a market share of 25.5% in PC shipments, up 1.7 percentage points compared to the previous year [1] - Lenovo's AI PC segment achieved a 31.1% share of the global Windows AI PC market, with AI PCs accounting for 33% of total PC shipments in FY26Q2 [1] Group 2: Smartphone Business - The activation of new smartphone models reached a historical high in FY26Q2, driven by strong sales of high-end models such as Razr and Edge [1] - Sales performance in the Asia-Pacific region and the high-end market in India showed significant improvement, with the company effectively leveraging its supply chain to mitigate storage price pressures [1] Group 3: ISG Business - FY26Q2 ISG business revenue was $4.087 billion, a 24% year-on-year increase, with cloud infrastructure revenue up 21% and enterprise infrastructure revenue up 30% [2] - AI server revenue experienced double-digit growth due to increased adoption and product iteration, while the Neptune liquid cooling solution saw a remarkable 154% year-on-year revenue increase [2] Group 4: SSG Business - FY26Q2 SSG business revenue reached a record high of $2.556 billion, an 18% year-on-year increase, maintaining double-digit growth for 18 consecutive quarters [2] - Support services revenue rose by 16%, with deferred revenue reaching $3.6 billion, up 17% year-on-year, indicating strong performance in operational and project solutions [2]