本报讯(记者贾丽)近日，在乌镇举办的联想中国群英会2025上，联想集团有限公司(以下简称"联想")执 行副总裁兼中国区总裁刘军分享了联想2025/2026财年上半财年(2025年4月份—9月份)中国区业绩。他表 示，联想中国区营收创上半财年新纪录。 其中，联想政企业务群营收和净利润均实现双位数大幅增长，PC市场份额创同期新高，基础设施收入 同比增长42%。中小企业业务群PC销售额市场份额达30.9%，创下同期历史新高。消费业务群一路高 歌，PC销售额市场份额达36.6%，刷新历史纪录；消费平板与手机在"一体多端"战略牵引下，分别同比 实现121%与28%的增长。基础设施业务群营继续保持高速增长，服务器在E/SMB(企业基础设施)市场全 面丰收，在CSP(云基础设施)市场高速增长。方案服务业务群加速领跑，IT服务稳居中国市场第一名， 并拉开与第二名的差距；城市超级智能体已"落地"十城；百应智能体发布2.0移动版并在AI运维、AI办 公和AI营销场景全面升级至L3；想帮帮智能体半年新客户拓展高达440万。 ...

Core Viewpoint - The company held a half-year performance briefing on October 13, 2025, to discuss its operational performance and future development plans with investors [1][2]. Group 1: Company Performance - In the first half of 2025, the company achieved operating revenue of 2.315 billion yuan, an increase of 3.13% year-on-year, while the net profit attributable to shareholders was -59.3135 million yuan, a decrease of 52.37% year-on-year [3]. - The automotive sales segment saw a sales volume of 6,711 BMW vehicles, representing a year-on-year increase of 17.6% despite a challenging market environment [3]. - The company successfully attracted new brands and businesses to its Weinan Automotive Culture Industrial Park, adding four new passenger car brands and ten used car merchants during the reporting period [3]. Group 2: Strategic Initiatives - The company has formed a strategic partnership with Jinjiang Group to enhance customer experience by integrating its facilities into Jinjiang's mid-to-high-end urban resort hotel brand [4]. - The company is focusing on internal management improvements through enhanced employee training and adjusted assessment mechanisms [4]. - A joint venture named "Shenwei Exploration" was established with Shuo Cheng Technology to explore AI operation and maintenance services in the automotive manufacturing sector, with the company holding a 51% stake [5][6]. Group 3: Future Plans and Investments - The company plans to invest 20 million yuan in the Shenyang Automotive Industry Investment Fund, which will focus on electrification, intelligence, and low-carbon initiatives within the automotive industry [8]. - The fund aims to explore new opportunities in the Chinese new energy vehicle sector, facilitating the integration of financial capital with industrial economy [8]. - The company is actively seeking new project opportunities in key areas such as automotive electronics and high-end equipment manufacturing, having collected 145 project materials since the launch of its quality improvement plan in 2024 [6].

Core Viewpoint - The company held a half-year performance briefing on October 13, 2025, to discuss its operational performance and future development plans with investors [1][2]. Group 1: Performance Overview - In the first half of 2025, the company achieved operating revenue of 2.315 billion yuan, an increase of 3.13% year-on-year, while the net profit attributable to shareholders was -59.3135 million yuan, a decrease of 52.37% year-on-year [3]. - The automotive sales segment saw a sales volume of 6,711 BMW vehicles, a year-on-year increase of 17.6%, despite a challenging market environment [3]. - The company successfully attracted new brands and businesses to its Weinan Automotive Culture Industrial Park, adding four new passenger car brands and ten used car merchants during the reporting period [3]. Group 2: Strategic Initiatives - The company has formed a strategic partnership with Jinjiang Group to enhance customer experience at its hotel and camping facilities [4]. - A joint venture named "Shenwei Exploration" was established with Shuo Cheng Technology to explore AI operation and maintenance services in the automotive manufacturing sector, with the company holding a 51% stake [5]. - The company is actively seeking new project opportunities in key sectors such as automotive electronics and high-end equipment manufacturing, having collected 145 project proposals since the launch of its quality improvement plan in 2024 [6]. Group 3: Future Plans and Investments - The company plans to invest 20 million yuan in the Shenyang Automotive Industry Investment Fund, focusing on electrification, intelligence, and low-carbon initiatives within the automotive industry [8]. - The Shenyang Automotive Industry Fund aims to explore new opportunities in the development of China's new energy vehicle industry, facilitating the integration of financial capital and industrial economy [8]. Group 4: Market and Stock Performance - The company's stock price fluctuations are influenced by multiple factors, including market conditions, industry policies, and company fundamentals, with no evidence of quantitative manipulation detected [9].

Core Viewpoint - The company plans to establish a joint venture, Shenwei Exploration (Shenyang) Technology Co., Ltd., with Shuo Cheng Technology to focus on AI predictive maintenance in the automotive smart manufacturing and industrial production sectors in Northern China [2][3][14]. Group 1: Investment Overview - The registered capital of the joint venture is set at RMB 10 million, with the company contributing RMB 5.1 million for a 51% stake, while Shuo Cheng Technology contributes RMB 4.9 million for a 49% stake [2][3][11]. - The joint venture aims to leverage the company's resources in the automotive industry and Shuo Cheng Technology's AI capabilities for industrial asset lifecycle management [2][10][14]. Group 2: Joint Venture Details - The joint venture will operate under the name Shenwei Exploration (Shenyang) Technology Co., Ltd., with its registered address in the Shenyang Free Trade Zone [8]. - The business scope includes technology promotion, software development, AI application software development, and various technology services [8][9]. Group 3: Agreement and Governance - The joint venture agreement was signed on August 19, 2025, and does not require shareholder approval as it is not classified as a related party transaction or a major asset restructuring [4][11]. - The governance structure includes a board of directors with three members, two nominated by the company and one by Shuo Cheng Technology, with the company nominating the chairman [9][11]. Group 4: Impact on the Company - This investment is seen as a strategic move to explore new growth paths and enhance the company's operational sustainability by tapping into the AI maintenance market [14].

Core Viewpoint - The article highlights the launch of Guoxuan High-Tech's 20MWh energy storage battery system, which integrates innovative design and technology to enhance efficiency and reduce costs in energy storage solutions [1][2]. Group 1: Product Features - The 20MWh energy storage system utilizes a 314Ah cell, differing from the industry standard of 587Ah and 688Ah cells, and combines the advantages of prefabricated modules and standardized design [1]. - The system's modular design allows for a capacity increase, achieving a "1 to 4" effect, which enhances installation efficiency and reduces the weight of individual units [1]. - For a 200MWh energy storage station, the new system reduces equipment costs by 20% and shortens deployment time by 50% compared to traditional 5MWh storage units [1]. Group 2: Energy Efficiency Technologies - The product incorporates wind-liquid integrated energy-saving technology, which combines traditional air cooling and liquid cooling to improve heat dissipation while lowering deployment and operational costs [2]. - The system operates in a "compressed silent mode" within 10 degrees, achieving an annual energy saving of 20% and maintaining noise levels at or below 70dB [2]. Group 3: Operational Efficiency - The system features "cross-language intelligent maintenance," which enhances operational efficiency by 50% through smart voice interaction and AI-driven optimization of charge and discharge strategies [3]. - The use of high-stability graphite materials allows the battery cells to achieve over 15,000 cycles, equating to a lifespan of 25 years, thus ensuring longevity in energy storage applications [3].