消息面，27日联想集团在北京总部举办 2025 创新开放日，展示公司在 AIPC 及 AI 智能体矩阵的最新进 展。联想核心聚焦 AIPC 战略，同时开放创新展区，涵盖消费端、企业端及行业应用的多维产品。 海通国际姚书桥团队发布研报称，联想的 AI PC 战略与智能体生态正逐步形成协同效应，结合约 4 亿 台活跃设备所带来的巨大流量入口，公司未来在智能体协作、行业解决方案、AI+云服务等方向均具备 多元化变现路径，为其 AI+硬件战略打开长期增长空间。 研报具体分析认为： 联想以"天禧个人超级智能体"与"乐享企业超级智能体"构建了完整的 AI 应用矩阵，覆盖个人与企业两 大核心场景。天禧面向个人用户，依托多模态感知、认知决策与自主演进三大能力，结合 AI 控制、搜 索、翻译、笔记与服务五大功能，提升学习、工作与生活效率；乐享则定位为企业级硅基员工，基于混 合式 AI 架构与跨部门数据调度，实现流程编排、任务自动化与多形态交互，在客户管理、咨询服务及 业务运营中展现价值。两者一体多端，端云混合，兼顾智能化与数据安全，既推动个人体验升级，也助 力企业数字化转型。 联想 AI PC 矩阵覆盖高性能到入门级全场景，形 ...

Core Insights - Lenovo Group showcased its latest advancements in AIPC and AI intelligent matrix during the 2025 Innovation Open Day, focusing on AIPC strategy and multi-dimensional products for consumer, enterprise, and industry applications [1] Group 1: AI Strategy and Applications - Lenovo has developed a complete AI application matrix with "Tianxi Personal Super Intelligent Agent" and "Lexiang Enterprise Super Intelligent Agent," targeting both personal and enterprise scenarios [2] - The Tianxi agent enhances efficiency in learning, work, and life through capabilities like multi-modal perception and cognitive decision-making, while the Lexiang agent automates tasks and improves client management in enterprises [2] Group 2: AI PC Matrix - Lenovo's AI PC matrix spans high-performance to entry-level products, creating a comprehensive commercial AI PC system with local heterogeneous computing power [3] - High-performance dGPU models cater to complex AI tasks, while higher-end NPU models serve mainstream government and enterprise applications, and entry-level NPU models ensure affordability and accessibility [3] Group 3: AI Integration in Mobile Devices - The Moto smartphone series integrates AI capabilities, featuring the Tianxi personal super intelligent agent for various applications, enhancing user interaction [4] - The Razr 60 series employs a foldable design and AI imaging features, while the Edge 60 targets younger consumers, expanding Lenovo's AI application scenarios in the consumer market [4] Group 4: Technological Advancements - Lenovo introduced the Wanquan Heterogeneous Intelligent Computing Platform 3.0, optimizing the training, inference, and application of large models for improved efficiency [5] - Key improvements include enhanced training cost efficiency, increased utilization rates from 80% to 95%, and significant performance boosts in AI inference algorithms [5] Group 5: Hardware Evolution - Lenovo's liquid cooling technology has evolved over 13 years, achieving a heat recovery rate improvement from ~85% to ~97%, and aims for over 180kW per cabinet by 2025 [5] - This technology supports high-power AI training, addressing the energy demands of AI workloads effectively [5]

Core Insights - Lenovo Group showcased its latest advancements in AIPC and AI intelligent matrix during the 2025 Innovation Open Day, focusing on its AIPC strategy and multi-dimensional products for consumer, enterprise, and industry applications [1] Group 1: AI Strategy and Applications - Lenovo has developed a complete AI application matrix with "Tianxi Personal Super Intelligent Agent" and "Lexiang Enterprise Super Intelligent Agent," targeting both personal and enterprise scenarios [2] - The Tianxi agent enhances efficiency in learning, work, and life through capabilities like multi-modal perception and cognitive decision-making, while the Lexiang agent automates tasks and improves customer management in enterprises [2] Group 2: AI PC Matrix - Lenovo's AI PC matrix spans high-performance to entry-level products, creating a comprehensive commercial AI PC system with local heterogeneous computing power [3] - High-performance dGPU models are designed for complex AI tasks, while entry-level NPU models ensure affordability and accessibility, covering a wide range of user needs [3] Group 3: AI Integration in Mobile Devices - The Moto smartphone series integrates AI capabilities, featuring the Tianxi agent for applications like AI translation and AI travel, enhancing user interaction [4] - The Razr 60 series employs a foldable design and AI imaging features, while the edge 60 targets younger consumers, expanding Lenovo's AI application scenarios in the consumer market [4] Group 4: Technological Advancements - Lenovo introduced the Wanquan Heterogeneous Intelligent Computing Platform 3.0, optimizing the training, inference, and application of large models for improved efficiency [5] - Key improvements include enhanced training cost efficiency and increased utilization rates from 80% to 95%, alongside significant performance boosts in AI inference and cost reductions [5] Group 5: Hardware Evolution - Lenovo's liquid cooling technology has evolved over 13 years, achieving a heat recovery rate improvement from approximately 85% to 97%, crucial for managing high power consumption in AI training [5] - The latest ThinkSystem M1380 supports high-performance computing with compatibility for AMD, Intel, and NVIDIA, addressing the demands of AI workloads [5]

wo[Table_Title] 研究报告 Research Report 28 Aug 2025 [Table_yemei1] 热点速评 Flash Analysis [Table_summary] 事件： 2025 年 8 月 27 日，联想集团在北京总部举办 2025 创新开放日，展示公司在 AIPC 及 AI 智能体矩阵的最新进展。联 想核心聚焦 AIPC 战略，同时开放创新展区，涵盖消费端、企业端及行业应用的多维产品。 点评： 联想以"天禧个人超级智能体"与"乐享企业超级智能体"构建了完整的 AI 应用矩阵，覆盖个人与企业两大核心场 景。天禧面向个人用户，依托多模态感知、认知决策与自主演进三大能力，结合 AI 控制、搜索、翻译、笔记与服 务五大功能，提升学习、工作与生活效率；乐享则定位为企业级硅基员工，基于混合式 AI 架构与跨部门数据调 度，实现流程编排、任务自动化与多形态交互，在客户管理、咨询服务及业务运营中展现价值。两者一体多端， 端云混合，兼顾智能化与数据安全，既推动个人体验升级，也助力企业数字化转型。 中国电子 China (Overseas) Technology 联想 2025 创新开放 ...