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联想中国区发力“三大要素” 谋篇下半财年
Core Insights - Lenovo is committed to accelerating China's intelligent transformation through a "hybrid AI" approach, aiming to build a robust equipment library and enhance direct customer engagement [1] - Lenovo's PC market share has increased from 35.5% in the 2017/18 fiscal year to 40.6% in the first half of the 2025 fiscal year, maintaining its leading position [1][2] - The company's revenue in the first half of the 2025/26 fiscal year grew by 24% year-on-year, setting a new record for that period [2] Customer Engagement - Lenovo's direct customer engagement model has achieved an 80% coverage rate, directly reaching 90% of the 260,000 most important enterprise clients in China [1] - The company has directly engaged nearly 10 million small and medium-sized enterprises and over 245 million individual customers, representing 41% of the effective purchasing population [1] AI Infrastructure and Solutions - Lenovo's infrastructure business revenue has grown by 175% over the past two and a half years, making it the fastest-growing AI infrastructure provider in China [2] - The "Intelligent Army" initiative includes various intelligent agents across multiple business areas, contributing to significant sales growth, with over 1.8 billion yuan in sales during the "Double 11" shopping festival [2] AI Adoption Rates - The adoption rate of personal AI among individual customers has increased from 23% to 47%, while enterprise AI adoption has surged from 30% to 92% within the year [3] - Lenovo plans to enhance its personal AI, Tianxi AI, to version 4.0 by April next year, evolving from a "helper" to a "teammate" [3] Comprehensive AI Strategy - Lenovo has developed a full-stack AI capability covering AI infrastructure, solutions, and services, with a strategy that includes a comprehensive AI computing solution and various AI service offerings [4] - The company aims to integrate over 170 intelligent agents into its business processes within the fiscal year, with an expected AI penetration rate of over 24% in L4-level processes [4]
联想刘军:全力打造超强装备库 全面推进客户直营
"我们的客户直营占比逐年提高,2025财年上半年达到80%,已经建立起最高效的客户直达通道。"刘军说。 图为联想集团执行副总裁兼中国区总裁刘军。(联想集团提供) 非PC业务强势崛起,营收占比近半。刘军表示,非PC业务茁壮成长,占比已经从2017/18财年的不足20%,快速增长到现在的接近50%。这为联想中国区画 出了一条亮丽的第二增长曲线。其中,基础设施业务总收入在过去的两年半增长175%,联想服务器稳居市场第一阵营,并且是中国市场成长最快的AI基础 设施厂商。在AI解决方案与服务方面,擎天对内逐步深入赋能联想业务模式变革,对外成为方案服务业务拓展的"杀手锏",带动联想登顶中国IT服务市场第 一名,且正不断拉大与第二名的差距。 转自:新华财经 新华财经北京11月24日电(记者王艳刚)联想集团执行副总裁兼中国区总裁刘军在联想中国群英会2025上表示,面对"人工智能+"时代新机遇,联想中国将 坚守"混合式AI加速中国智能化转型"使命,全力打造超强装备库,全面推进客户直营。 图为联想集团执行副总裁兼中国区总裁刘军。(联想集团提供) 数据显示,2025/26财年上半财年,联想中国区营收同比增长24%,创下财年上半年收 ...