联想集团最新财报：AI营收占比升至32%

Core Insights - Lenovo Group reported a revenue of 157.5 billion RMB for the third quarter of the fiscal year 2025/2026, marking an over 18% year-on-year growth, with adjusted net profit increasing by 36% [1] - AI-related revenue surged by 72% year-on-year, now accounting for 32% of total revenue, highlighting its role as a significant growth driver for the company [1] Group 1: Financial Performance - Revenue reached 157.5 billion RMB, reflecting an over 18% increase compared to the previous year [1] - Adjusted net profit grew by 36% year-on-year [1] Group 2: AI Business Growth - AI-related revenue increased by 72% year-on-year, contributing to 32% of total revenue [1] - AI PC revenue saw high double-digit growth, AI smartphone revenue experienced triple-digit growth, and AI server revenue also achieved high double-digit growth [1] - AI services revenue grew by triple digits, indicating a shift towards high-value business structures [1] Group 3: Strategic Initiatives - Lenovo's enterprise AI strategy encompasses four key areas: AI application library, AI technology platform, AI infrastructure, and AI services [1] - The company launched the Lenovo xIQ technology platform and partnered with NVIDIA to introduce an AI cloud super factory plan, beginning the delivery of next-generation GPU servers [1] - End-to-end AI services are expanding, showing a transition from pilot phases to large-scale commercialization [1] Group 4: Future Outlook - The company believes in the irreversible trend of AI accessibility and aims to leverage both "personal intelligence" and "enterprise intelligence" to seize growth opportunities from AI [2]