联想AI服务营收实现三位数增长 SSG连续19个季度双位数增长

Core Insights - Lenovo Group reported a revenue of 157.5 billion RMB for the third quarter of the fiscal year 2025/26, representing a year-on-year growth of over 18% and an adjusted net profit growth of 36% [1] - The global IT services and AI solutions market is experiencing a new round of structural expansion as AI transitions from deployment to value realization [1] - Lenovo's Solutions and Services Group (SSG) achieved an 18% year-on-year revenue growth, marking the 19th consecutive quarter of double-digit growth, with an operating profit margin increasing to 22.5% [1] - AI services revenue saw a three-digit growth, indicating that Lenovo's hybrid AI solutions are moving from pilot exploration to scalable replication [1] - Lenovo is focusing on five key vertical industries: manufacturing, retail, sports, transportation, and smart cities, creating replicable industry application scenarios and helping clients build personalized enterprise-level super-intelligent systems [1] - The increasing share of AI services revenue and enhanced solution replication capabilities position Lenovo to steadily improve profitability in its transition beyond hardware [1] Future Outlook - Lenovo's Chairman and CEO, Yang Yuanqing, emphasized the commitment to driving hybrid AI to seize opportunities brought by AI integration into daily life and business operations, aiming to accelerate growth and improve profitability for sustainable returns to shareholders [2]