Group 1 - The company reported a revenue of approximately RMB 551 million for the six months ending June 30, 2025, representing a year-on-year increase of about 332% [1] - The net profit attributable to equity holders was approximately RMB 45.48 million, compared to RMB 19.11 million in the same period of 2024, indicating significant profit growth [1] - The increase in profit is primarily attributed to the growth in revenue from software usage rights and solution services, along with hardware business [1] Group 2 - The company's software and hardware business experienced significant growth in the first half of 2025, benefiting from comprehensive management improvements [1] - The growth in revenue was driven by the continuous development of existing businesses and the signing and completion of new contracts related to integrated information technology solutions, edge computing, and intelligent computing [1] - The demand for high-performance computing and artificial intelligence has led to substantial growth in the company's computing infrastructure segment in the first half of 2025 [2] Group 3 - The rapid proliferation of artificial intelligence models indicates that heterogeneous architecture in parallel computing is a critical resource for intelligent computing [2] - The company has seen a significant increase in the delivery of core products, driven by the demand for high-end computing hardware, including servers and graphics processors [2] - The market demand for computing power services has surged, supporting the deployment and operation of client services [2]

继7月5日上调盈利预测后，该行再次上调2025/26财年第二季的盈利预测。主要因为集团6月底季度业绩 预期强劲，个人电脑业务出货量和利润率均高于该行先前的预期，而伺服器业务收入依然稳健。值得注 意的是，该行预期集团将从认股权证的公允价值中获得1.2亿美元的收益。该行料最新的6月底首财季 GAAP盈利预测为4.8亿美元，比市场普遍预期高出47%，非GAAP盈利预测则比先前的预测高出11%。 智通财经APP获悉，中信里昂发布研报称，将联想集团(00992)目标价从11港元上调9%至12港元，并重 申"跑赢大市"评级。 ...

继7月5日上调盈利预测后，该行再次上调2025/26财年第二季的盈利预测。主要因为集团6月底季度业绩 预期强劲，个人电脑业务出货量和利润率均高于该行先前的预期，而伺服器业务收入依然稳健。值得注 意的是，该行预期集团将从认股权证的公允价值中获得1.2亿美元的收益。该行料最新的6月底首财季 GAAP盈利预测为4.8亿美元，比市场普遍预期高出47%，非GAAP盈利预测则比先前的预测高出11%。 中信里昂发布研报称，将联想集团(00992)目标价从11港元上调9%至12港元，并重申"跑赢大市"评级。 ...