联想人工智能终端设备：营收占IDG整体40%，同比增长72%

Core Viewpoint - Lenovo Group reported a significant revenue increase of over 18% year-on-year for Q3 of the fiscal year 2025/26, reaching 157.5 billion RMB amidst challenges in the global AI industry, including rising prices of key components and supply-demand fluctuations [1] Group 1: Financial Performance - Lenovo's revenue for Q3 reached 157.5 billion RMB, marking a year-on-year growth of over 18% [1] - The AI terminal device business accounted for 40% of the Intelligent Devices Group's (IDG) overall revenue, with a year-on-year growth of 72% [1] - AI PCs, as a core pillar, experienced high double-digit growth, with average selling prices significantly above industry averages [1] Group 2: Strategic Initiatives - Lenovo is collaborating with partners like Intel and Qualcomm to innovate AI PCs, AI smartphones, and other forms of native intelligent terminal devices, continuing its "one body, multiple ends" strategy [2] - The upcoming rollout of the super intelligent agent Qira is expected to amplify the flywheel effect of Lenovo's personal intelligent ecosystem [2]