LENOVO GROUP(HK:00992) Zheng Quan Ri Bao Wang·2025-11-27 11:15Core Insights - The WISE 2025 Business King Conference highlighted the transformative power of disruptive innovation in reshaping China's business landscape, with Lenovo's executive vice president Liu Jun being recognized as a leading figure in technology for 2025 [1] Group 1: AI-Driven Business Growth - Lenovo's China operations have achieved significant growth, with PC market share projected to reach 40.6% in the first half of the 2025 fiscal year, and AIPC accounting for over one-third of Lenovo's laptop sales [2] - Non-PC business has surged from less than 20% in the 2017/18 fiscal year to nearly 50%, establishing itself as a "second growth curve" [2] - Lenovo has directly reached 90% of the 260,000 most important enterprise customers in China, and nearly 100 million small and medium-sized enterprise customers, while also connecting with over 245 million individual customers, representing 41% of the effective purchasing population [2] Group 2: Non-PC Business Expansion - Lenovo's smart devices, including the Moto smartphone and tablets, maintain leading market shares in China, while AI infrastructure revenue has grown by 175% over the past two and a half years, positioning Lenovo as a top player in the AI infrastructure market [3] - The company's solutions and services are ranked first in China's IT service market, with over ten cities implementing urban super intelligent systems to advance smart city development [3] Group 3: Sustaining AI Leadership - Lenovo emphasizes a human and entity-centered approach to AI, promoting a hybrid AI model that integrates personal, enterprise, and public intelligence [4] - The company is advancing its "one body, multiple ends" strategy for personal AI, with the Tianxi personal super intelligent system set to release its 4.0 version soon, enhancing AI capabilities across various devices [4] - In enterprise AI, Lenovo's strategy has evolved to include a comprehensive AI infrastructure and solutions framework, focusing on diverse AI applications and services [4] Group 4: Industry Recognition - Attendees at the conference acknowledged Lenovo's forward-looking strategy and practical implementation in AI, recognizing its ability to seize opportunities in the AI wave and serve as a model for the industry [5]