智通财经网·2025-11-25 07:05Core Insights - Lenovo Group has accumulated memory and other critical components to address supply shortages driven by the AI boom [1][2] - The company's inventory of components is approximately 50% higher than usual, as stated by CFO Winston Cheng [1] - The surge in AI data center construction is increasing procurement costs for consumer electronics manufacturers, but Lenovo sees this as an opportunity to profit from its inventory advantage [1] Group 1: Supply Chain Strategy - Lenovo has signed long-term supply contracts with key component suppliers, allowing the company to take a more proactive position in supply chain negotiations [2] - As a major buyer of core components, Lenovo can secure better pricing and establish deeper strategic ties with suppliers, creating a competitive edge that smaller players cannot match [2] Group 2: Pricing and Cost Management - Lenovo aims to avoid passing rising costs onto customers in order to maintain strong sales momentum this year [1] - The company plans to find a balance between pricing and supply capacity by 2026 [1]