其实对于康迪来说，GoTo集团仅3台的订单量关系到公司未来的转型，当高尔夫球场电车、卡丁车这类非公路车在北美遇冷时，康迪在"稳健现金流业 务"同时，更要发展具身机器人、储能这类"增长孵化业务。 愿望很美好，赛道也很有前景，但在司库财经看来，康迪新战略转型能否成功转型的背后，不仅是康迪自身的战略意愿，更要看到自身储备和友商们肌肉 和实力的对比。在此我们不禁怀疑：康迪此时入局是否已晚？ 1 双轮驱动新战略 "2025年上半年，全球宏观经济环境依然面临诸多不确定性，且这一趋势对我们业务的发展带来了不小的挑战"，对于2025年上半年的经营业绩，康迪科技 CEO陈峰不无忧虑，认为康迪需要在稳固现有业务的同时，寻找新赛道。 据康迪财报数据显示：2025年上半年，康迪总净收入为3630万美元、净利润为170万美元，相较于去年同期分别下降39.3%、29.2%。 康迪业务上的不景气，不仅反映在营收利润的下降幅度上，更是能效。据同花顺数据显示：目前康迪共有739名员工，按照半年170万美元净利润计算， 2025年上半年康迪人均创造的净利润仅为0.23万美元，折算为383美元/人/月。 | 9 | 公司名称:康迪科技集团公司 | ...

Group 1 - Forbes China recently released the "Top 30 Chinese Enterprises in Global Operations" list for 2025, with Lenovo Group (00992) recognized for its large-scale overseas revenue, technology-driven growth model, and global collaboration capabilities in branding, supply chain, and R&D [1] - The average overseas revenue of the 30 listed companies increased by 63.2%, with a median contribution ratio of 45.5%. Lenovo's overseas revenue for the fiscal year 2024 reached 381.67 billion RMB, accounting for 77% of its total revenue, with a year-on-year growth rate of nearly 21.5% [1] - Lenovo's overseas revenue is significantly higher than many listed companies, being 56 times that of high-growth companies like NewEase (300502) and showing a notable advantage compared to BYD (002594) [1] Group 2 - Lenovo's global competitiveness is supported by its core business areas, with a global market share of 23.7% in the PC business for fiscal year 2024, maintaining industry leadership. Lenovo's AI PCs have become the top seller in the Windows AI PC category, driving overseas consumer revenue growth [2] - Lenovo's multinational operations are not reliant on a single product but are based on a "hybrid AI" strategy that encompasses a global business ecosystem covering consumer terminals and enterprise services, distinguishing it from other listed companies [2] - Lenovo's strategy aligns with the Forbes list's focus on companies advancing globally in branding, supply chain, and R&D, with AI PC sales enhancing its global recognition as a "smart terminal leader" [2] Group 3 - By deepening its overseas market presence, Lenovo effectively integrates global resources while benefiting the domestic market, with approximately 80% of its manufacturing, 70% of R&D personnel, and 60% of employees based in China, while over 70% of its revenue comes from overseas [3] - Lenovo has been recognized 11 times on the Gartner Top 25 global supply chain list, ranking eighth globally and remaining the only high-tech manufacturing company from Asia-Pacific in the top ten for four consecutive years [3] - Lenovo's inclusion in the list provides a new reference path for the globalization of Chinese tech companies, showcasing its unique approach of transitioning from "scale expansion" to "value cultivation" through a closed loop of "technology iteration - product innovation - ecosystem collaboration" [3] Group 4 - Looking ahead, Lenovo's multinational operations have significant expansion potential as global AI technology transitions from a "competition phase" to a "implementation phase." The demand for AI PCs is expected to continue growing, with IDC predicting that AI PC shipments will account for over 40% of total PC shipments by 2025 [4] - Lenovo's first-mover advantage positions it well to further expand its overseas market share, while the hybrid AI applications in various sectors such as industry, healthcare, and education will allow Lenovo to replicate its domestic technology implementation experience overseas [4]