文/杨元庆 联想集团董事长兼 CEO 春山可望，万象更新。2026年的初春，农历丙午新年的脚步日益临近，神州大地洋溢着迎新的喜 庆。置身于"十五五"开局之年，我们心潮澎湃，信心满怀。 回望刚刚收官的"十四五"，中国经济彰显出难能可贵的高质量发展确定性，持续成为世界经 济增长的主要贡献者和稳定锚，不仅顶压前行，保持了年均5 . 4%的增长速度，继续领跑全球 主要经济体，更是稳中有进，经济总量实现"四连跳"，突破1 4 0万亿元大关，展现出"向新向 优发展"的活力。 当前，面对2 0 3 5年基本实现社会主义现代化的发展目标，要确保"十五五"和"十六五"时期经 济保持4 . 1 7%以上的年均合理增速，我们必须在高质量发展的轨道上充分挖掘经济潜能。 在这一宏大背景下，一个极具战略深意的概念——"中国人经济"正成为官方与学界热议的焦 点 。 与 重 视 国 内 生 产 总 值 （ GDP ） 的 " 中 国 经 济 " 相 比 ， " 中 国 人 经 济 " 关 注 的 是 国 民 总 收 入 （GNI），即中国人及企业在全球所创造的财富。进入"十五五"时期，中国式现代化道路要求 我国既重视"中国经济"也重视"中国 ...

Core Viewpoint - The concept of "Chinese People Economy" is gaining attention as a strategic focus, emphasizing the importance of Gross National Income (GNI) over Gross Domestic Product (GDP) in the context of China's modernization goals for 2035 [1][2] Group 1: Economic Growth and Development - China's economy has demonstrated remarkable high-quality growth, maintaining an average growth rate of 5.4% during the "14th Five-Year Plan" period, with the total economic output surpassing 140 trillion yuan [1] - The "15th Five-Year Plan" aims to ensure an average annual growth rate of over 4.17% while fully tapping into economic potential [1] Group 2: Strategic Importance of "Chinese People Economy" - The "Chinese People Economy" encourages enterprises to leverage domestic innovation and manufacturing capabilities to expand globally, enhancing control over global resources and markets [2][3] - This approach creates a virtuous cycle where the development of the "Chinese People Economy" can feed back into the domestic economy, promoting mutual growth [2] Group 3: Characteristics of Global Competitiveness - To foster the "Chinese People Economy," it is essential to cultivate globally competitive Chinese enterprises that possess resource allocation, technological innovation, and brand influence capabilities [3] - Companies should retain core capabilities in China, leveraging its unmatched industrial advantages and comprehensive supply chain systems [3][4] Group 4: Lenovo's Globalization Practices - Lenovo's journey exemplifies the integration of "Chinese Economy" and "Chinese People Economy," having grown into a global technology giant with over 500 billion yuan in annual revenue and operations in 180 markets [6][7] - Lenovo maintains approximately 80% of its manufacturing, 70% of its R&D personnel, and 60% of its workforce in China, emphasizing the importance of China as a base for global operations [7] Group 5: Future Strategies for "Chinese People Economy" - Lenovo plans to enhance its "China + N" strategy, optimizing supply chain layouts and supporting small and medium-sized enterprises in their global expansion [9] - The company aims to expand into emerging markets, particularly in the "Global South," with significant investments in regions like the Middle East [10] - Innovation, particularly in artificial intelligence, is identified as a core driver for the "Chinese People Economy," with Lenovo committed to making AI accessible globally [11]

Core Insights - The dialogue at CES 2026 between Lenovo's CEO Yang Yuanqing and NVIDIA's CEO Jensen Huang marks a significant collaboration aimed at advancing AI technology and infrastructure [2][3][7]. Group 1: Collaboration and Innovation - Lenovo and NVIDIA announced the "Lenovo AI Cloud Super Factory," which aims to significantly reduce the "time to first token" for AI deployment and scale up to 100,000 GPUs to support trillion-parameter AI models [2][7]. - The collaboration leverages NVIDIA's latest Vera Rubin system, designed for advanced inference and AI agents, providing robust support for the initiative [2][8]. Group 2: AI Development and Strategy - Yang Yuanqing introduced the concept of "Hybrid AI," emphasizing the coexistence of personal, enterprise, and public intelligence to meet diverse needs [4][5]. - The focus on "human-centric intelligence" reflects a shift towards AI that serves individual and enterprise needs, moving beyond generic models [11][12]. Group 3: Infrastructure and Technology - The "AI Cloud Super Factory" aims to industrialize AI infrastructure, ensuring predictable performance and manageable operations, addressing the evolving demands of AI applications [8][9]. - Lenovo's liquid cooling technology will be integrated into the project, enhancing efficiency and safety in AI deployments [9]. Group 4: Market Position and Future Outlook - The partnership positions Lenovo as a leader in integrating design, manufacturing, and global deployment of AI infrastructure, while NVIDIA maintains its dominance in computational power [3][12]. - The dialogue suggests a pivotal moment in AI development, transitioning from algorithmic advancements to practical applications, with infrastructure builders like Lenovo and NVIDIA taking center stage [12].

Core Viewpoint - The dialogue between Lenovo's CEO Yang Yuanqing and NVIDIA's CEO Jensen Huang at CES 2026 highlights a significant collaboration aimed at advancing AI technology through the establishment of the "Lenovo AI Cloud Super Factory," which is expected to enhance AI deployment efficiency and scalability [1][6]. Group 1: Collaboration and Technology - Lenovo and NVIDIA are collaborating to create the "Lenovo AI Cloud Super Factory," which aims to support cloud service providers by significantly reducing the "time to first token" for AI deployment and scaling up to 100,000 GPUs [1][6]. - NVIDIA's latest platform, Vera Rubin, will play a crucial role in this collaboration, providing robust support for advanced AI training and inference systems [1][6]. - The partnership is positioned as a transformative step in making AI more accessible and practical for various applications, moving from cloud-based solutions to real-world usage [2][6]. Group 2: AI Strategy and Insights - Yang Yuanqing emphasizes the need for a hybrid approach to AI, combining personal, enterprise, and public intelligence to meet diverse user needs, moving beyond generic models [4][9]. - The concept of "Hybrid AI" aims to create tailored intelligent solutions that address the specific requirements of individuals and businesses, ensuring data privacy and security [4][9]. - The collaboration seeks to address the challenges of high inference costs and data privacy concerns that have hindered the widespread adoption of AI technologies [4][10]. Group 3: Infrastructure and Future Outlook - The "Lenovo AI Cloud Super Factory" is designed to industrialize AI infrastructure, making performance predictable and deployment manageable, which is essential as AI evolves to understand complex environments [6][10]. - Lenovo's capabilities in design, manufacturing, and global deployment will complement NVIDIA's expertise in chip and acceleration platforms, enhancing the overall effectiveness of the AI solutions [7][10]. - The partnership is expected to quadruple in scale over the next two years, indicating strong growth potential in the AI infrastructure market [7].

Core Insights - The dialogue at CES 2026 between Lenovo's CEO Yang Yuanqing and NVIDIA's CEO Jensen Huang signifies a pivotal moment for the future of AI technology [3][4] - Lenovo announced a major collaboration with NVIDIA to establish the "Lenovo AI Cloud Super Factory," aimed at accelerating AI deployment for cloud service providers [3][4] Group 1: Collaboration and Technology - The partnership between Lenovo and NVIDIA is described as a convergence of the "Device King" and the "Power King," highlighting Lenovo's extensive market in computing devices and NVIDIA's dominance in GPU technology [4] - The "Lenovo AI Cloud Super Factory" aims to reduce the "time to first token" for AI deployment and scale up to 100,000 GPUs, supporting trillion-parameter AI models [3][4][9] - NVIDIA's latest platform, Vera Rubin, will play a crucial role in this collaboration, providing the necessary computational power for advanced AI applications [3][4] Group 2: AI Development and Strategy - Yang Yuanqing introduced the concept of "Hybrid AI," emphasizing the need for AI solutions that cater to individual and enterprise-specific needs rather than relying solely on generalized models [5][6][7] - The strategy aims to create personalized AI solutions, addressing concerns over data privacy and the high costs associated with generative AI [7][8] - The collaboration is positioned to transform AI infrastructure into a more industrialized and manageable resource, akin to utilities like water and electricity [14] Group 3: Future Implications - The dialogue suggests a shift in AI development focus from algorithmic advancements to practical applications, with Lenovo and NVIDIA emerging as key players in this new phase [14] - The integration of Lenovo's liquid cooling technology into the AI Cloud Super Factory plan indicates a commitment to efficient and sustainable AI infrastructure [9][13] - The partnership is expected to quadruple in scale over the next two years, reflecting the growing demand for AI capabilities [9]

Core Insights - The 2025 Fortune magazine list of "Most Admired Chinese Companies" highlights the increasing importance of corporate "soft power," emphasizing that companies treating employees well achieve both reputation and commercial success [1][2] - Lenovo Group exemplifies this new era by excelling in corporate culture, talent development, technological innovation, and social responsibility [1][3] Importance of Corporate Culture - Corporate culture is the soul of a company, shaping its brand image and providing shared beliefs and behavioral guidelines for employees [2] - A strong corporate culture enhances employee satisfaction and loyalty, attracting and retaining top talent [2] - Companies with a people-oriented culture that serves societal values can achieve sustainable development [2] Lenovo's Corporate Culture Practices - Lenovo's culture is rooted in its founding ideal of "serving the country through industry," evolving to a mature value system centered on "pragmatism, progress, and people-oriented" principles [3][4] - The company emphasizes work-life balance, rejecting excessive overtime practices, which has earned it accolades such as "Forbes China's Best Employer" for three consecutive years [4] Technological Innovation and Globalization - Lenovo believes that true competitiveness comes from technological innovation rather than internal strife, successfully navigating the PC industry's price wars and increasing profit margins by over three times [5] - The company has doubled its R&D team to nearly 19,000, with over 38,000 global patents, showcasing its innovation capabilities [5] - Lenovo has introduced hybrid AI technology and a range of innovative products, aiming to make AI accessible to everyone [5] Social Responsibility and Cultural Heritage - Lenovo's "AI Smart County Wooden Pagoda" project won the SABRE Awards, demonstrating the integration of technology and culture [6] - The company has received recognition for its contributions to ecological and cultural heritage protection, showcasing its global corporate responsibility [6] Talent Development Initiatives - Lenovo launched a global learning center in July 2025, aiming to train over 100,000 "dual-capable" talents in globalization and intelligent transformation over three years [7] - The center collaborates with top universities to develop high-quality training programs, enhancing industry talent cultivation [7] Conclusion on Lenovo's Corporate Culture - Lenovo's recognition as one of the "Most Admired Chinese Companies" stems from its robust corporate culture that combines commercial success with humanistic care [8] - The company's achievements in employee satisfaction and social responsibility reflect its commitment to a people-oriented culture [8][9]

Core Viewpoint - The 2025 Huaxia Public Welfare Forum emphasizes the integration of artificial intelligence (AI) technology with public welfare initiatives, aiming to drive high-quality development in the sector through innovative paths and technological empowerment [2]. Group 1: AI and Public Welfare Initiatives - Lenovo Group established the "Responsible AI Committee" in 2022 and launched the "Human-Centered AI Development and Governance Initiative" in November 2024, with 50 organizations joining by November 2025 to create a "human-centered, benevolent AI" ecosystem [2]. - The "Human-Centered AI" concept focuses on ensuring AI is safe, human-centric, inclusive, and benevolent, driving economic growth while supporting vulnerable groups and sustainable development [2]. Group 2: Specific Programs for Rural Education - The "Recycled Computer Classroom" project aims to address the issue of outdated technology in rural schools by refurbishing and deploying old computers, providing necessary hardware and software support for digital education [4][5]. - The "Small Seedling Plan," initiated in 2024, focuses on enhancing digital literacy among rural children through innovative educational practices, with 503 proposals received and 60 projects funded, benefiting over 20,000 rural children [6][7]. - The "Qingmei Plan," launched in 2022, empowers rural teachers by providing AI resources and training, impacting over 15,000 rural children and establishing AI-themed classrooms tailored to local educational needs [8][9]. Group 3: Impact and Future Directions - The initiatives have successfully created a bridge to the intelligent era for rural children, fostering confidence and critical thinking through digital tools and AI education [10]. - The focus will continue to shift towards AI literacy, particularly in areas such as identifying misinformation and ensuring online safety, with plans for further funding and project replication in 2026 [7][10].

Core Viewpoint - Lenovo Group's Chairman and CEO Yang Yuanqing emphasizes the importance of a "human-centered intelligence" approach in the AI era, advocating for technology goals aligned with human values, practices that bridge development gaps, and a multi-stakeholder governance system to establish "human-centered intelligence" as the foundation of a shared digital future [2][3]. Group 1: AI Innovation and Human-Machine Interaction - The current wave of AI model innovation is not only about creative functionalities like text-to-image and text-to-code but also about redefining human-machine interaction, making human-machine collaboration a new paradigm [2]. - The shift from "Internet+" to "AI+" signifies a transition from enhancing connectivity to emphasizing "human-centric power," where the ability to harness AI becomes a new productive force driving industrial transformation [2]. Group 2: Hybrid AI and User-Centric Development - Hybrid AI is seen as an effective pathway for empowering various industries, focusing on user-centered personal superintelligence and smart devices, which can evolve into "intelligent twins" for individuals and enterprises [3]. - The new human-machine relationship necessitates a fresh perspective on AI development, where technology companies are responsible for ensuring that AI innovations align with human needs and ethical standards [3]. Group 3: Initiatives for Human-Centered Intelligence - Lenovo Group, as a proponent of the "human-centered intelligence" concept, has initiated the "Human-Centered Intelligence Development and Governance Initiative" in collaboration with various organizations, aiming to create an AI ecosystem that prioritizes human welfare and ethical considerations [4]. - The initiative has already attracted participation from 50 companies and institutions, highlighting a collective commitment to promoting the "human-centered intelligence" development philosophy [4].

Core Insights - Lenovo Group released its 2024/25 ESG report, marking its 19th annual report and the first since introducing its "human-centric intelligent" technology development vision [2] - The company achieved the highest MSCI ESG rating of AAA and received multiple accolades, including the EcoVadis Platinum Medal and CDP Climate Change A rating [2] - Lenovo was ranked 8th in Gartner's 2025 Global Supply Chain Top 25 and has been listed in Fortune's China ESG Influence List for four consecutive years [2] Group 1: Social Responsibility Initiatives - Lenovo emphasizes employee well-being by creating a safe and harmonious work environment while actively fulfilling social responsibilities through AI applications in various public welfare sectors [3] - The company has formed strategic partnerships for initiatives such as protecting endangered species and enhancing cultural heritage preservation through AI technology [3][4] - Lenovo's "Small Seedling" program aims to improve digital literacy among rural children, aligning with its human-centric strategy and addressing societal needs [4][5] Group 2: AI and Accessibility - Lenovo established Hong Kong's first AI-assisted learning center to support children with special educational needs, significantly improving treatment efficiency by 116% [6] - The company has been recognized as a top workplace for individuals with disabilities, expanding its initiatives globally to promote inclusivity and accessibility [7][8] - Lenovo's commitment to diversity and inclusion aims to bridge the digital divide, particularly for over 1 billion individuals with disabilities worldwide [8] Group 3: Future Outlook - Looking ahead, Lenovo plans to continue focusing on enhancing digital literacy in rural education and developing replicable public welfare models [5] - The company aims to leverage AI innovation to address climate change and improve global governance, reinforcing its commitment to sustainable development [8][9] - Lenovo's leadership emphasizes responsible governance and a human-centered innovation approach to achieve inclusive AI benefits [9]

Group 1 - The 2025 Global Digital Economy Conference opened in Beijing, focusing on artificial intelligence and digital security with 46 specialized forums [1] - The "Human-Centric AI Development and Governance Initiative" welcomed new members including Baidu and MiniMax, covering key areas such as large models, embodied intelligence, smart elderly care, and AI healthcare [1][2] - There is growing societal anxiety regarding the risks and challenges posed by artificial intelligence, leading to the establishment of the "Human-Centric AI Initiative" to promote a development ecosystem that prioritizes human welfare and ethical AI [1] Group 2 - The initiative was jointly launched by Caixin Think Tank, ESG30, the United Nations Industrial Development Organization, Shanghai Jiao Tong University AI Research Institute, Lenovo Group, and Tencent Research Institute in November 2024, now gathering nearly 50 enterprises and institutions [2] - Lenovo is developing urban super-intelligent systems applied in cities like Yichang and Wuyishan, and has collaborated with Tsinghua University on AI eye-tracking technology to assist users with ALS in controlling devices through gaze [2]