其中在客户直达方面，政企业务直接触达中国26万家最重要客户的90%；中小企业客户从零开始直接触 达近千万；而在C端已直接触达超2.45亿客户，占有效购买人口的41%。 另外，"智能体军团"正为客户直达发挥关键作用。乐享作为业内首个深度融合AI与实体业务的企业超级 智能体，自6月份上线后周活用户已突破百万，创收超18亿元，"双11"期间贡献官网收入的32%。预计 2025/26财年内，联想中国区将有超170个智能体融入业务流程，更多"硅基员工"将与"碳基员工"协同工 作。 非PC业务中的智能设备、智能基础设施、解决方案及服务全面爆发。其中，智能设备中的联想moto手 机在线上小折叠品类中国市场份额继续保持第一；平板销量与销售额份额居中国市场第一阵营。AI基 础设施业务总收入过去两年半增长175%，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。方案服务居中国IT服务市场第一，领先优势持续扩大，其中城市超级智能体"落地"10余 城，加速助力智慧城市迈入4.0阶段。 持续巩固AI领跑地位 本报讯(记者贾丽)11月27日，"WISE2025商业之王"大会在京举行。作为中国极具影响力的年度商业会 议 ...

Core Insights - Hisense Visual has made significant advancements in AI display technology, focusing on an integrated "end-cloud-core" architecture to enhance multimodal interaction capabilities [2] - The company is leading the development of the IEEE international standard for "Multimodal Large Model Technical Requirements in Smart Home Scenarios," marking a transition from technology output to standard leadership [2] - Hisense is entering the smart wearable market by collaborating on the development of AI smart headphones and lightweight AI glasses, aiming to provide users with next-generation smart wearable experiences [2]

Core Viewpoint - The company's recent performance fluctuations are primarily attributed to a significant decline in revenue from home engraving machines, while other product lines have shown stable growth [1] Group 1: Revenue Impact - Revenue from home engraving machine products has seen a substantial drop, but this segment's revenue has recently shown signs of recovery [1] - The contribution of home engraving machine products to overall revenue has decreased, resulting in a lesser impact on the company's overall performance [1] Group 2: Business Development - The company is experiencing positive growth momentum in its automotive electronics, health environment, and e-cigarette businesses [1] - These developing sectors are laying a solid foundation for the company's long-term stable growth [1]

Core Viewpoint - Lenovo Group has donated 10 million Hong Kong dollars to support emergency relief efforts for residents affected by a fire incident in Tai Po, Hong Kong [1] Group 1 - The donation is aimed at providing emergency assistance, supplies, medical aid, and follow-up recovery efforts for the affected residents [1] - Lenovo Group has mobilized its volunteers to actively participate in the support work [1] - The company plans to collaborate closely with relevant departments to explore technological solutions to assist in rescue and rebuilding efforts [1]

Core Viewpoint - The company focuses on high-quality development in niche markets, driven by technological innovation and continuous research and development of innovative products [2] Group 1: Company Strategy - The company emphasizes expanding its product categories to provide better products and solutions for customers in various application fields, including automotive electronics, consumer electronics, communication equipment, and the Internet of Things [2]

联想集团向香港大埔宏福苑五级火灾事件捐款1000万港元，用于受灾居民的紧急救援、生活物资补给、 医疗救助及后续善后工作。 联想集团对事件深切关注，对受灾居民及家庭致以深切慰问，并对全力投入救援工作的消防及救护人 员，以及所有迅速响应的前线救援团队，表达由衷感谢与崇高敬意。他们在危难时刻展现的专业精神与 无私付出，为小区带来重要支持。政府的全力救灾、香港各界的一呼百应，正汇聚更大能量合力应对。 联想集团已动员集团义工积极参与支持工作，并将与相关部门紧密跟进，探讨以科技方案协助救援及重 建工作，与香港市民同心同行，全力救灾。 ...

Core Viewpoint - ST Sike Rui (688053.SH) is currently in a state of decline, with a closing price of 28.80 yuan and a drop of 1.00% [1] Group 1: Company Status - ST Sike Rui's stock has been placed under risk warning due to an administrative penalty notice from the China Securities Regulatory Commission [1] - The stock name has changed from "Sike Rui" to "ST Sike Rui," effective from September 23, 2025 [1] - The stock was suspended from trading on September 22, 2025 [1] Group 2: Initial Public Offering (IPO) Details - The total amount raised from the initial public offering (IPO) was 138,825.00 million yuan, with a net amount of 125,250.66 million yuan, exceeding the original plan by 63,394.25 million yuan [2] - The IPO was intended to raise 61,856.41 million yuan for various projects, including testing bases and a research center [2] - The total issuance costs amounted to 13,574.34 million yuan, with the underwriter, China Galaxy Securities, receiving 10,760.38 million yuan in fees [2]

Group 1 - The global tablet panel shipment is projected to reach approximately 76 million units in Q3 2025, representing a year-on-year growth of 4% and remaining stable quarter-on-quarter [1] - Brand tablet panel demand is expected to be around 42.5 million units in Q3 2025, showing a year-on-year decline of 3% and a quarter-on-quarter decline of 9% due to high inventory levels and a gap in national subsidy policies [1] - Demand for non-brand tablet panels remains strong, with total shipments reaching 33.5 million units in Q3 2025, reflecting a year-on-year growth of 16% and a quarter-on-quarter growth of 14% [1] Group 2 - OLED panel shipments reached 3.8 million units in Q3 2025, marking a significant year-on-year increase of 36%, driven by strong demand from high-end tablets like the iPad Pro and the successful launch of Huawei's MatePad Mini [2] - The introduction of new products in the Samsung Galaxy Tab S series also contributed to increased OLED panel demand, indicating a robust growth trajectory for OLED technology [2] - It is anticipated that OLED panels will enter a structural expansion phase in 2026 as brands like Apple and Huawei expand their offerings into mid-range products [2] Group 3 - Despite maintaining year-on-year growth, LCD LTPS and Oxide panels experienced a quarter-on-quarter decline in Q3 2025 due to the impact of national subsidy policies [3] - The Oxide technology is expected to gain traction in the mid-range tablet market, potentially becoming the mainstream technology route for domestic brands due to its cost advantages [3] - LTPS demand is projected to shift focus from mainstream products to high-resolution applications, with a technological upgrade towards 3.5K and above resolutions to maintain competitiveness in the high-end PPI sector [3]

Group 1 - The new tobacco (e-cigarette) sector rose by 1.53%, ranking 6th among concept sectors, with 36 stocks increasing in value, including Weike Technology and Kosen Technology hitting the daily limit [1] - Leading stocks in the new tobacco sector included Penghui Energy, Bojie Co., and Haopeng Technology, which rose by 14.64%, 7.75%, and 4.78% respectively [1] - The sector experienced a net inflow of 786 million yuan from main funds, with 28 stocks receiving net inflows, and 8 stocks seeing inflows exceeding 30 million yuan [1] Group 2 - Kosen Technology led the net inflow with 287 million yuan, followed by Penghui Energy, Xinwangda, and Weike Technology with net inflows of 169 million yuan, 149 million yuan, and 108 million yuan respectively [1] - The top three stocks by net inflow ratio were Weike Technology at 25.73%, Kosen Technology at 22.83%, and Boshuo Technology at 13.20% [2] - The trading volume and turnover rates for leading stocks in the sector were significant, with Kosen Technology showing a turnover rate of 17.65% [2]

Core Viewpoint - The MicroLED concept sector has shown a positive performance with a 1.48% increase, ranking 7th among concept sectors, driven by significant gains in several stocks, particularly LianDe Equipment and WoGe Optoelectronics, which hit the daily limit up [1] Group 1: Market Performance - As of November 27, the MicroLED concept sector saw 37 stocks rise, with LianDe Equipment up by 20%, WoGe Optoelectronics also hitting the limit up, and other notable increases from Maiwei Co., Tongxingda, and Lianjian Optoelectronics at 6.76%, 5.23%, and 4.12% respectively [1] - The sector experienced a net inflow of 339 million yuan, with 26 stocks receiving net inflows, and five stocks exceeding 30 million yuan in net inflow, led by LianDe Equipment with 228 million yuan [1] Group 2: Fund Flow Ratios - LianDe Equipment, WoGe Optoelectronics, and LeiMan Optoelectronics had the highest net inflow ratios at 29.92%, 20.96%, and 11.55% respectively [2] - The top stocks by net inflow included LianDe Equipment with 228.09 million yuan, Maiwei Co. with 103.20 million yuan, and WoGe Optoelectronics with 58.94 million yuan [2]