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AI价值兑现长跑 联想SSG全栈AI驱动连续17个季度双位数增长
Core Insights - Lenovo's Solution Services Group (SSG) reported a remarkable revenue growth of 20% year-on-year, maintaining double-digit growth for 17 consecutive quarters, with high-value "as-a-service" offerings accounting for 58% of total revenue [1][2] - The core driver of SSG's rapid growth is its comprehensive AI capabilities, which create value through a complete AI value chain from infrastructure to industry scenarios [1][2] - Lenovo's "LeXiang" super intelligent system enhances customer experience by accurately identifying user intent and automating cross-system tasks, leading to significant improvements in user engagement and order conversion rates [1][2] Financial Performance - SSG achieved an operating profit margin of 22.2%, significantly exceeding the industry average, attributed to the development of technically advanced solutions and the redefinition of service delivery models through AI [2][4] - The company is simplifying its solution offerings based on customer feedback to reduce deployment complexity, indicating a focus on sustainable growth [2][4] Market Strategy - SSG is adapting to market trends, recognizing that overseas markets prefer SaaS models integrated with AI, while Chinese enterprises are more inclined towards hybrid deployments [2] - The introduction of the "model router" concept allows dynamic scheduling of the most suitable large models based on scenario needs, enabling enterprises to avoid being tied to a single technology vendor [2] Industry Context - As the world enters the "era of intelligent agents," Lenovo, like other companies, is striving to secure strategic advantages through advancements in intelligent agent architecture [3] - Lenovo's proactive organizational changes have positioned SSG to capitalize on the AI wave, achieving large-scale AI implementation across various industry scenarios [4]