Group 1 - Xiaomi will hold a strategic new product launch event at 7 PM, introducing the new SoC chip "Xuanjie O1," flagship smartphone Xiaomi 15S Pro, Xiaomi Pad 7 Ultra, and the first SUV model Xiaomi YU7 [1] - The "Xuanjie O1" chip is a major highlight of the event, with over 13.5 billion RMB invested in R&D and a team of over 2,500 people dedicated to its development [1][2] - The YU7 SUV is positioned as a mid-to-large pure electric SUV with a length close to 5 meters and a wheelbase of 3000 mm, featuring a maximum range of 820 km and 800V fast charging capabilities [2] Group 2 - The "Xuanjie O1" chip utilizes a second-generation 3nm process with 19 billion transistors, featuring an "1+3+4" octa-core design and performance metrics that rival Snapdragon 8 Gen 3 [2] - The chip achieved an AnTuTu score of over 1.92 million and has AI computing power of 40 TOPS, with Geekbench 6 scores of 3119 for single-core and 9673 for multi-core performance [2] - The YU7 SUV enhances connectivity with Xiaomi's ecosystem, supporting features like UWB keyless entry and integration with smart home devices [2]

来源|贝多财经 5月22日，手回集团有限公司（下称"手回集团"，HK:02621）披露发售公告，于5月22日-5月27日招股， 拟全球发售2435.84万股，另有约15%超额配股权，预计将于2025年5月30日在港交所上市。 本次上市，手回集团拟定的发售价格区间为每股6.48港元至8.08港元。据此计算，手回集团的募资总额 约1.58亿港元至1.97亿港元。若按发行价中位数7.28港元计算，手回集团的募资总额约1.77亿港元。 按发行价中位数7.28港元计算，扣除发行费用后，手回集团的募资净额约1.16亿港元。若超额配售权获 悉数行使，预计募资净额约1.42亿港元。其中，约60%将在未来60个月用于加强、优化销售及营销网络 以及改善服务等。 值得一提的是，光耀也曾遭到监管部门公开处罚。2020年7月，原天津银保监局公布的信息显示，小雨 伞因于2019年6月至8月给予投保人保险合同约定以外的其他利益，被罚款12万元。同时，时任小雨伞总 经理光耀被给予警告，并罚款4万元。 事实上，这并非小雨伞唯一一次被罚。2022年6月，小雨伞因互联网保险信息披露不充分，被原天津银 保监局警告并处罚款人民币1万元。同时，相关责任 ...

Group 1 - The core viewpoint of the report is that J&T Express (01519) has achieved a market share of 30%, and the reduction in Shopee's business volume in Indonesia is unlikely to impact the performance guidance for the fiscal year 2025 [1] - The company is expanding its network in East Java, Indonesia, with a cost structure potentially lower than that of self-operated logistics by e-commerce platforms [1] - J&T Express has the capability to lower unit costs due to a decrease in average selling prices and a higher level of automation compared to other Southeast Asian countries [1] Group 2 - Despite a 12% year-on-year decline in average selling prices in Indonesia, J&T Express has managed to reduce transportation, sorting, and delivery costs by 10%, 15%, and 14% respectively through efficiency improvements [2] - Bank of America expects an overall capacity utilization rate of 70% in Southeast Asia, indicating further potential for unit cost reductions [2] - The adjusted net profit forecast for the fiscal years 2025 to 2026 has been increased by 0% to 4%, primarily due to strong business volume growth in Southeast Asia and the potential for slight positive EBITDA from new markets [2]

IDC预计2025年全球基础设施市场将增长18%，达到2650亿美元，其中，AI服务器2025年市场规模将达 到1472亿美元，2024年-2027年复合年增长率将达到18%。这意味着，随着生成式AI和多模态模型的加 速落地，企业级AI基础设施投入将持续释放，相关算力、存储解决方案需求同步扩张，为基础设施方 案厂商带来广阔的发展空间。 5月22日，联想集团(HKSE：992)公布截至2025年3月31日的2024/25财年第四季度及全年业绩。全年营 收达到4985亿元人民币，实现同比21.5%的强劲增长，创历史第二高位，盈利提升更快，同比增长 36%。第四季度，ISG实现营收299.6亿人民币，同比增长63%，并连续第二个季度实现盈利。其中，中 国市场营收同比增长113%，海神液冷解决方案收入同比大增244%。 报告期内，联想发布新一代ThinkSystem V4服务器、ThinkEdge SE100 入门级AI推理服务器，提供多样 化解决方案；第六代Neptune海神液冷技术的推出，带来40%的能源效率提升；存储产品方面，迎来史 上规模最大的存储产品组合更新，并重磅发布 21 款存储产品及全新的数据存储解决 ...

Group 1 - Lenovo Group reported a revenue of 498.5 billion RMB for the fiscal year ending March 31, 2025, marking a strong year-on-year growth of 21.5% and achieving the second-highest revenue in history [1] - The company's profit increased at an even faster rate, with a year-on-year growth of 36% [1] - In Q4, the SSG segment generated revenue of 15.6 billion RMB, reflecting an 18% year-on-year increase, and achieved a record operating profit margin of 23% [1] Group 2 - The demand for AI solutions and services is rapidly increasing across various industries, with Gartner predicting a 4.6% growth in the global IT services market by 2025 and a compound annual growth rate (CAGR) of 7.8% from 2024 to 2027 [1] - Over 92% of enterprises plan to increase their investment in AI services within the next three years, with hybrid cloud becoming the mainstream deployment solution [1] - SSG's annual revenue exceeded 61 billion RMB, with a year-on-year growth of 13% and an operating profit margin of 21.1% [1] Group 3 - SSG's hybrid cloud services saw a remarkable order growth of 82% year-on-year, with GPU-as-a-service experiencing a staggering growth of 13 times [2] - Lenovo's unique advantages in AI solutions and services stem from its comprehensive product coverage and customized solutions for diverse AI scenarios, showcasing its integrated capabilities [2] - Looking ahead, SSG aims to enhance platform capabilities, product strength, and global delivery efficiency while expanding high-value service commercialization paths to help global enterprises unlock AI value [2]

2025年5月22日，联想集团(HKSE：992)公布截至2025年3月31日的2024/25财年第四季度及全年业绩。 公司全年收入达到4985亿元人民币，实现同比21.5%的强劲增长；非香港财务报告准则下的净利润同比 大增36%，达104亿元人民币。值得注意的是，其全年研发投入达166亿元，同比增长13%，研发人员占 比达27.8%，同比提升1.6个百分点。 近年来，联想坚持不懈的创新投入使其在个人智能与企业智能领域取得显著进展，为把握AI时代的确 定性机遇奠定了基础。 在个人智能领域，联想的AI PC涨势很猛，第四财季AI PC在中国市场笔记本总销量中占比达到16%。同 时，联想正在开发搭载个人超级智能体的丰富终端产品，同时构建人工智能驱动的生态系统，打造"一 体多端"的跨设备、跨生态的无缝体验。 在企业智能领域，联想正在充分利用液冷技术的独特优势，构建新一代人工智能基础设施。为加速企业 AI应用落地，联想集团表示将在首款企业超级智能体的基础上，不断开发和丰富面向企业客户的混合 式人工智能优势集产品组合。 此外，持续推进先进人工智能技术中心(AAITC)，以加速联想在混合式人工智能领域的领导地位。该中 心 ...

恒指午后跌幅扩大至1%，百度(09888.HK)、联想集团(00992.HK)领跌成分股，恒生科技指数现跌 1.44%。 ...

智通财经APP讯，联想集团(00992)发布截至2025年3月31日止年度业绩，收入690.77亿美元，同比增长 21.5%，是集团历来第二高的纪录。公司权益持有人应占溢利13.84亿美元，同比增长37%。每股基本盈 利11.30美仙，拟派末期股息每股30.5港仙。 集团的非香港财务报告准则及香港财务报告准则的净溢利分别增长36%及37%，3个业务集团均实现了 增量贡献。基础设施方案业务集团以满足快速增长的云需求为策略重心，成功于下半年扭亏为盈。尽管 本财政年度的最后半年意外受到关税的负面影响，但智能设备业务集团的盈利能力仍达到历史高位，并 保持行业领先地位。方案服务业务集团的经营溢利率保持在21%，占3大业务集团综合分部溢利总额的 33%。 此外，研发支出同比增长13%，以促进混合人工智能的增长，推动基础设施、边缘设备、服务及人工智 能应用的创新及在CES创纪录的75样奖项。 期内，基础设施方案业务集团取得了63%的收入增长，主要得益于伺服器订单的强劲增长、企业需求的 回升以及新客户的拓展。同时，方案服务业务集团的营业利润同比增长13%，创下新纪录，这主要受 DWS(数位化工作场所解决方案)和人工智能驱动解 ...

联想集团(00992.HK)午后直线下挫，跌超3%，公司中午披露业绩，2024/2025财年净利润同比增长 37%。 ...

智通财经5月22日电，联想集团午后跌超4%，公司2024/2025财年净利低于预期。 ...