智通财经APP讯，联想集团(00992)发布截至2025年3月31日止年度业绩，收入690.77亿美元，同比增长 21.5%，是集团历来第二高的纪录。公司权益持有人应占溢利13.84亿美元，同比增长37%。每股基本盈 利11.30美仙，拟派末期股息每股30.5港仙。 集团的非香港财务报告准则及香港财务报告准则的净溢利分别增长36%及37%，3个业务集团均实现了 增量贡献。基础设施方案业务集团以满足快速增长的云需求为策略重心，成功于下半年扭亏为盈。尽管 本财政年度的最后半年意外受到关税的负面影响，但智能设备业务集团的盈利能力仍达到历史高位，并 保持行业领先地位。方案服务业务集团的经营溢利率保持在21%，占3大业务集团综合分部溢利总额的 33%。 此外，研发支出同比增长13%，以促进混合人工智能的增长，推动基础设施、边缘设备、服务及人工智 能应用的创新及在CES创纪录的75样奖项。 期内，基础设施方案业务集团取得了63%的收入增长，主要得益于伺服器订单的强劲增长、企业需求的 回升以及新客户的拓展。同时，方案服务业务集团的营业利润同比增长13%，创下新纪录，这主要受 DWS(数位化工作场所解决方案)和人工智能驱动解 ...

Group 1 - The core viewpoint of the article highlights Lenovo Group's robust financial performance for the fiscal year ending March 31, 2025, with a 37% increase in profit attributable to equity holders, reaching $1.384 billion, and a 21% revenue growth to $69 billion, marking the second-highest annual revenue record [1][2] - The Infrastructure Solutions Group recorded a 63% revenue increase, driven by strong server orders, a rebound in enterprise demand, and the expansion of new customers [2] - The Solutions Services Group achieved a 13% increase in operating profit, primarily due to strong demand for Digital Workplace Solutions (DWS) and AI-driven solutions [2] Group 2 - The Intelligent Devices Group saw a 13% increase in sales, benefiting from market share growth in personal computers, a recovery in commercial sales, and the launch of high-end products, including new AI personal computers [2] - Lenovo remains a leader in the personal computer market, with non-PC revenue accounting for 47% of total revenue across its three business groups [2] - Research and development expenditure increased by 13% to $2.3 billion, with significant advancements in personal AI and enterprise AI solutions, including the launch of the AI NOW smart agent [3]

Core Insights - The Central Political Bureau of the Communist Party of China emphasizes the cultivation of new productive forces and the development of emerging pillar industries, highlighting that high-quality development relies on innovation and industrial support [1] - In the first quarter of this year, China's high-tech manufacturing industry saw a year-on-year increase of 9.7% in added value, with significant growth in sectors such as information transmission, software, and IT services, which grew by 10.3% [1] - The emergence of humanoid robots as a new productive force showcases the intersection of technology and innovation, with 20 teams competing in the world's first humanoid robot half marathon [1] Technological Breakthroughs - Continuous emergence of original and disruptive innovations is driving the growth of new productive forces, exemplified by the development of the "Dawn" picosecond flash memory device with a write speed of under 1 nanosecond [3] - Research teams are making strides in next-generation high-energy lithium battery technology, discovering unique properties in lithium manganese-based cathode materials that can restore their original structure through electrochemical and thermochemical drives [4] - Significant breakthroughs in humanoid robots, drones, X-ray fluorescence spectrometers, and gene therapy drugs have been achieved in the first quarter, enhancing the internal momentum for industrial transformation [4] Industrial Upgrading - Traditional industries are accelerating their transformation and upgrading, with AI models improving temperature control capabilities in steel production by 29.37% [8] - The manufacturing sector is witnessing a digital transformation, with over 30,000 basic smart factories and 1,200 advanced smart factories established across the country [9] - The integration of AI and smart manufacturing is enhancing production efficiency, with Lenovo's export volume increasing by 35% year-on-year in the first quarter [9] Consumer New Trends - The introduction of innovative products, such as AI-assisted smartphones, is driving consumer demand, with a notable increase in 5G smartphone shipments [10] - The combination of innovation and market demand is forming a "multiplier effect" for China's economy, with new technologies like nitrogen preservation in refrigerators attracting consumer interest [11] - Chinese manufacturing is gaining global recognition for its innovation capabilities, moving beyond low-cost advantages to emphasize skills, supply chain maturity, and industrial collaboration [12]