智算新纪元，盛会再启幕。8月22日，作为我国算力产业风向标的2025中国算力大会在山西省大同市正 式举办。大会期间，政产学研用各方代表齐聚古都大同，聚焦算力网络新趋势，共话算力产业新未来。 作为全球领先的算力基础设施和服务提供商，联想集团连续第三次受邀参会。 联想集团副总裁、中国基础设施业务群总经理陈振宽在大会主论坛发表《联想全栈AI 让AI成为创新生 产力》主旨演讲，并宣布正式发布《2025 AI方案赋能白皮书》，与生态伙伴携手共探智能时代新机 遇。 片来源：企业供图 （2025中国算力大会联想展台） 据了解，在颇具影响力的算力大会颁奖环节，联想万全大模型训推一体解决方案斩获"年度重大突破成 果奖"。这也是联想连续第二年斩获殊荣，不仅凸显了联想AI基础设施全球领先的技术实力，更是对联 想行业领跑地位的权威认可。 片来源：企业供图 （联想集团副总裁、中国基础设施业务群总经理陈振宽发表主旨演讲） 本次参展，联想也带来了AI大潮下的最新进展。围绕"混合式AI 让AI成为创新生产力"主题，联想集中 呈现了面向企业与个人客户的包含AI终端、AI基础设施和AI解决方案及服务在内的全栈AI创新成果与 最佳实践。 其中AI ...

Core Viewpoint - Lenovo Group reported a strong performance for the first quarter of the 2025/2026 fiscal year, with revenue reaching 136.2 billion yuan, a year-on-year increase of 22%, marking a historical high for the same period [2] Group Summaries Financial Performance - The net profit under non-Hong Kong Financial Reporting Standards increased by 22% to 2.816 billion yuan [2] - According to Hong Kong Financial Reporting Standards, net profit surged by 108% to 3.66 billion yuan, primarily due to changes in the fair value of stock warrants [3] Business Segments - The Intelligent Devices Group (IDG) generated revenue of 97.3 billion yuan, a year-on-year growth of 17.8%, with the PC business achieving its fastest growth in 15 quarters [2] - The Infrastructure Solutions Group (ISG) saw revenue growth of 35.8% [2] - The Solutions and Services Group (SSG) reported a revenue increase of 19.8%, with an operating profit margin of 22.2% [2] AI and Market Position - AI PC shipments accounted for over 30% of total PC shipments, with AI PC shipments in the Chinese market reaching 27% of total notebook shipments [3] - The active user ratio for the "Tianxi" personal super intelligent agent reached an average of 40% [3] - Lenovo is advancing the construction of a unified AI entry point and exploring new paradigms for intelligent experiences across devices and ecosystems [3] Strategic Initiatives - Lenovo is building a full-stack AI product system centered on hybrid cloud platforms, intelligent agent management platforms, and industry-specific solution libraries [3] - The AI infrastructure business experienced a revenue increase of 155% year-on-year [3] - The company aims to shift market focus towards its core operational performance as reflected in non-Hong Kong Financial Reporting Standards [3]

Core Insights - Lenovo Group reported a 22% year-on-year revenue growth for Q1 of the 2025/2026 fiscal year, reaching 136.2 billion yuan, marking a historical high for the same period [1] - The company's net profit under non-Hong Kong Financial Reporting Standards also increased by 22% to 2.816 billion yuan [1] Business Segments Performance - The Intelligent Devices Group (IDG) generated revenue of 97.3 billion yuan, a 17.8% increase, with the PC business achieving its fastest growth in 15 quarters [1] - The Infrastructure Solutions Group (ISG) saw a revenue growth of 35.8% [1] - The Solutions and Services Group (SSG) reported a revenue increase of 19.8%, with an operating profit margin of 22.2% [1] AI and Market Trends - Non-PC business revenue now accounts for 47% of total revenue, indicating a more balanced growth structure and supporting the company's mixed AI strategy [1] - Lenovo's AI PC shipments exceeded 30% of total PC shipments, with AI PC shipments in the Chinese market reaching 27% of total notebook shipments [2] - The "Tianxi" personal super intelligent agent has seen a significant increase in user engagement, with a weekly active user ratio averaging 40% [2] AI Infrastructure and Product Development - Lenovo is building a comprehensive AI product system centered around a hybrid cloud platform, intelligent agent management platform, and industry-specific solution library [2] - The AI infrastructure business experienced a remarkable 155% year-on-year revenue growth [2] - The company is developing an AI model factory and intelligent agent platform to enhance its mixed AI capabilities [2] Financial Reporting and Market Focus - Under Hong Kong Financial Reporting Standards, Lenovo's net profit increased by 108% to 3.66 billion yuan, primarily due to non-cash gains from stock option valuation changes [2] - The management emphasizes that non-Hong Kong Financial Reporting Standards provide a clearer reflection of the company's core operational performance and quality [2]

Core Insights - Lenovo Group reported a 22% year-on-year revenue growth for Q1 of the 2025/26 fiscal year, reaching 136.2 billion yuan, marking a historical high for the same period [1] - The company is advancing its "mixed AI" strategy, aiming for long-term competitiveness in the AI era, with R&D expenses increasing by over 10% year-on-year [2] Financial Performance - Non-Hong Kong Financial Reporting Standards net profit increased by 22% to 2.816 billion yuan, while net profit under Hong Kong standards surged by 108% to 3.66 billion yuan, primarily due to non-cash gains from stock price fluctuations [1][3] - The IDG smart device business group achieved revenue of 97.3 billion yuan, a 17.8% increase, with PC business growth at its fastest pace in 15 quarters [1][4] Business Segments - The ISG infrastructure solutions business group saw a revenue increase of 35.8%, while the SSG solution services business group reported a 19.8% revenue growth, achieving an operating profit margin of 22.2% [1] - Non-PC business revenue now accounts for 47% of total revenue, indicating a more balanced growth structure and supporting the company's mixed AI strategy [1] Market Trends - The global PC market is experiencing an unexpected recovery, with IDC reporting a 6.5% year-on-year increase in global PC shipments for Q2 2025 [3] - AIPC shipments accounted for over 30% of total PC shipments, with a projected 77% year-on-year growth in AIPC shipments by 2025 [2][4] Strategic Initiatives - Lenovo is building a comprehensive AI product system centered around a hybrid cloud platform and intelligent management solutions to accelerate enterprise-level AI deployment [2] - The company is focusing on creating a unified AI entry point and exploring new intelligent experiences across devices and ecosystems [2][5]

Core Insights - Lenovo Group reported a strong Q1 performance for the fiscal year 2025/26, with revenue increasing by 22% year-on-year to 136.2 billion RMB, significantly exceeding market expectations of 13.7% and achieving a historical high for the same period [1] - The company's net profit under non-Hong Kong Financial Reporting Standards also grew by 22% to 2.816 billion RMB, indicating enhanced profitability [1] - Lenovo's Chairman and CEO, Yang Yuanqing, highlighted the company's ability to navigate challenges posed by the Trump tariff war through its unique operational model [1] Group Performance - The Intelligent Devices Group (IDG) generated revenue of 97.3 billion RMB, a year-on-year increase of 17.8%, surpassing market expectations of 11.46%, with the PC business achieving its fastest growth in 15 quarters and smartphone revenue increasing by 14% [1] - The Infrastructure Solutions Group (ISG) saw a robust revenue growth of 35.8%, exceeding market expectations of 23.63% by over 10 percentage points [1] - The Solutions and Services Group (SSG) reported a revenue increase of 19.8%, surpassing market expectations of 13.44%, with an operating profit margin of 22.2% [1] AI Strategy and Growth - Non-PC business revenue accounted for 47% of total revenue, indicating a more balanced growth structure and providing a solid foundation for Lenovo's mixed AI strategy [2] - Lenovo is leveraging its "AI + Terminal" strategy to drive collaborative growth across IDG, ISG, and SSG, creating a positive feedback loop from personal to enterprise intelligence [2] - The company has committed to a double-digit growth in R&D investment, laying a strong foundation for future innovation [2] AI Product Development - In personal intelligence, Lenovo solidified its leadership in the global AI PC market, launching AI PC products equipped with the "Tianxi" personal superintelligence in China, achieving an AI PC penetration rate of over 30% [3] - In enterprise intelligence, Lenovo is building a comprehensive AI product system centered around hybrid cloud platforms and intelligent management solutions, with AI infrastructure revenue growing by 155% year-on-year [3] - Yang Yuanqing emphasized the commitment to advancing the mixed AI strategy and enhancing operational competitiveness for sustainable growth [3] Financial Reporting - According to Hong Kong Financial Reporting Standards, Lenovo's net profit increased by 108% to 3.66 billion RMB, primarily due to non-cash gains from stock price fluctuations [4] - The management believes that non-Hong Kong Financial Reporting Standards provide a clearer reflection of the company's core operational performance [4]

智通财经APP获悉，2025年8月14日，联想集团(00992)发布截至2025年6月30日的2025/26财年第一季度 业绩：当季营收同比增长22%至1362亿元人民币，远超市场预期的13.7%，创下历史同期新高；非香港 财务报告准则下净利润同比增长22%，达28.16亿元人民币，盈利能力显著增强，赢得"开门红"的强劲起 势。 这一亮眼业绩，正是在特朗普关税战对全球贸易和供应链开始造成巨大扰动期间取得，因此殊为不易。 联想集团董事长兼CEO杨元庆表示，"凭借ODM+的端到端运营，以及"全球资源、本地交付"的独特模 式，我们克服了关税等宏观环境带来的挑战，成功兑现了前两个季度承诺的保持竞争力不降、市场份额 不掉、盈利不减的目标。" 得益于多元化增长引擎持续加速，联想集团本财季非PC业务营收占比进一步提升至47%，驱动集团增 长结构更趋均衡的同时，也为公司混合式AI的纵深布局提供了坚实的业务基础。这也意味着，联想正 加速撬动"AI+终端"这一大飞轮的转动，以PC为支点，带动IDG、ISG、SSG多业务协同增长，形成从个 人智能到企业智能的正向飞轮效应。 当下，"超级智能"正成为全球科技巨头竞相押注的新风口，这与 ...

Core Insights - Lenovo Group reported impressive financial results for the fiscal year 2024/25, with a revenue growth of 23% and a profit increase of 25% in the last quarter, contributing to an annual revenue growth of over 21% and a profit surge of 36% [3][4] Financial Performance - The infrastructure business (ISG) achieved significant breakthroughs, turning profitable in the second half of the year with an annual revenue growth exceeding 60% [3] - The mobile phone business (MBG) also performed well, with nearly 30% growth, and the Asia-Pacific region saw an impressive increase of 180%, while Europe, the Middle East, and Africa experienced a growth of 32% [3] - The traditional PC business maintained double-digit growth, exceeding market growth by 3.4 percentage points, while also optimizing profits [3][4] Competitive Advantages - The company emphasized two core competitive advantages: innovation capability and operational excellence [3][5] - Lenovo has increased investments in hybrid artificial intelligence, launching numerous innovative products and solutions for both personal and enterprise intelligence [4] - The company has established an end-to-end integrated business model, allowing for rapid responses to changes in tariffs and market conditions [4][5] Strategic Initiatives - Lenovo is actively embracing the AI wave, planning to enhance AI services and solutions, with a focus on personal and enterprise intelligent systems [5][6] - The company aims to expand its market share in personal computers, maintain high growth in mobile phones, and achieve profitable high growth in infrastructure [6]

Group 1 - The core concept of the news is the emergence of "super intelligent agents" in the AI field, representing a significant evolution from traditional AI tools to comprehensive intelligent partners for both individuals and enterprises [2][3]. - Lenovo's CEO, Yang Yuanqing, announced the launch of several super intelligent agents at the 2025 Lenovo Tech World, emphasizing the company's transition from a hardware-focused entity to one centered around intelligent agents [2][3]. - The super intelligent agents are defined by three core features: perception and interaction, cognition and decision-making, and autonomy and evolution [4][6]. Group 2 - The first layer of capability for super intelligent agents is perception and interaction, allowing real-time understanding of user intent through various modalities [4]. - The second layer involves cognitive and decision-making abilities, where the agents can recall long-term memories and match relevant information based on user context [4]. - The ultimate goal of super intelligent agents is autonomy and evolution, enabling them to break down complex tasks into simpler steps and execute them using various tools [4]. Group 3 - Lenovo's mixed AI strategy is gaining traction, with the company reporting a total revenue of 135.1 billion yuan in Q1, a 20% year-on-year increase, and a net profit of 4.98 billion yuan, up 106% [6]. - The concept of mixed AI, which combines personal and enterprise intelligence, is seen as essential for achieving widespread AI adoption and will be a focus for Lenovo over the next decade [6][7]. - Lenovo's self-developed "inference acceleration engine" allows for high-performance AI capabilities on personal devices, reducing reliance on cloud computing and enhancing data privacy [6][7]. Group 4 - The next generation of Lenovo AI PCs will integrate the inference acceleration engine, enabling users to run large models locally without cloud dependency, thus improving response times and privacy [7]. - Lenovo is building a hybrid infrastructure for enterprise intelligence, which includes both public and private cloud components, facilitating data collection, storage, and processing [7]. - The company has launched the "Lenovo LeXiang Super Enterprise Intelligent Agent," which is currently exclusive to Lenovo but aims to expand its capabilities to external enterprises in the future [7].

Core Viewpoint - The article discusses the emergence and evolution of "super intelligent agents" in the AI landscape, highlighting their capabilities and the role of Lenovo in defining and deploying these agents across personal, enterprise, and urban applications [4][9][38]. Group 1: Definition and Features of Super Intelligent Agents - The current stage of intelligent agents is referred to as "super intelligent agents," which possess three core functions: perception and interaction, cognition and decision-making, and autonomy and evolution [4][10][12]. - Super intelligent agents are categorized into three areas: personal, enterprise, and urban, to promote a comprehensive societal integration of AI technology [5][38]. - Lenovo has introduced the concept of "AI Twins" and emphasizes the importance of local, personalized, and efficient execution in its AI architecture [7][38]. Group 2: Capabilities of Super Intelligent Agents - The first capability, perception and interaction, allows agents to capture user states and environmental information through various modalities, enabling precise interpretation of user intent [11][12]. - The second capability, cognition and decision-making, involves utilizing cross-device knowledge bases to maintain a long-term memory that can understand complex intentions and apply learned outcomes to different scenarios [15][18]. - The ultimate goal of autonomy and evolution is for agents to autonomously decompose complex tasks and optimize decision-making through self-learning [18][38]. Group 3: Lenovo's Product Launches - Lenovo has launched the Tianxi personal super intelligent agent, which can be deployed on various smart devices to serve individual users [21][28]. - The company also introduced the Lexiang enterprise super intelligent agent, which relies on a robust computing infrastructure to support AI model training and inference [30][33]. - Lenovo's new AI PCs, equipped with the "Lenovo Inference Acceleration Engine," significantly enhance local inference capabilities, achieving performance levels comparable to cloud models [22][27]. Group 4: Future Outlook and Trends - Lenovo anticipates a threefold increase in edge AI capabilities within the next 12 months, indicating a rapid evolution in AI technology [41][38]. - The integration of super intelligent agents into personal, enterprise, and urban contexts aims to reshape productivity paradigms and enhance user experiences [38][42]. - The relationship between foundational computing and upper-layer software intelligence is becoming increasingly intertwined, positioning super intelligent agents as essential tools for problem-solving [42][43].