联想最新发布：全部两位数增长！股价大涨

Core Viewpoint - Lenovo Group achieved double-digit growth across all three major business segments in the second quarter, with AI becoming the core engine for performance growth [2][5]. Financial Performance - For the second fiscal quarter ending September 30, 2025, Lenovo reported a revenue increase of 15% year-on-year to 146.4 billion yuan, marking a historical high for the quarter [2]. - Adjusted net profit rose by 25% year-on-year to 3.66 billion yuan [2]. Business Segments - The Intelligent Devices Group (IDG) generated revenue of 108.1 billion yuan, a 12% year-on-year increase, with personal computer market share exceeding 25% [5]. - The Infrastructure Solutions Group (ISG) reported revenue of approximately 29.3 billion yuan, up 24% year-on-year, with significant growth in AI infrastructure revenue [5]. - The Solutions and Services Group (SSG) achieved nearly 20% year-on-year revenue growth, maintaining high profit margins for the 18th consecutive quarter [5]. AI Contribution - AI-related business revenue accounted for 30% of total revenue, a 13 percentage point increase year-on-year, highlighting AI as a substantial contributor to Lenovo's performance [5]. - In the personal intelligent sector, Lenovo's AI PCs held a 31.1% share of the Windows AI PC market, maintaining the global lead [5]. - AI terminal device revenue significantly increased to 36% of IDG's overall revenue, a 17 percentage point rise year-on-year [5]. Strategic Direction - Lenovo's Chairman and CEO, Yang Yuanqing, emphasized the company's commitment to leveraging its unique "global resources, local delivery" model to navigate uncertainties and seize opportunities presented by hybrid AI [6].