联想Q3业绩显示 摩托罗拉手机销量与设备激活量创新高

Core Viewpoint - Lenovo Group (00992.HK) reported strong financial results for the third quarter of the fiscal year 2025/26, with revenue reaching 157.5 billion RMB, representing a year-on-year growth of over 18% and adjusted net profit increasing by 36%, surpassing market expectations of 32% [1] Financial Performance - The revenue for the Intelligent Devices Group (IDG) reached 111.7 billion RMB, showing a year-on-year increase of 14% [1] - Despite rising core component costs, IDG's adjusted operating profit grew by over 15% year-on-year, maintaining industry-leading profitability and growth quality [1] Product Performance - Motorola's smartphone shipments hit a record high, growing by 9% year-on-year, significantly outperforming the overall industry [1] - The activation volume of devices also reached a historical peak, with Lenovo continuing to expand its multi-terminal layout for personal smart entry [1] - In the global activation volume of Lenovo and Motorola AI devices, PCs and smartphones each accounted for approximately half [1]