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联想加速推动AI落地 刘军获评“年度科技领军人物”
Zheng Quan Ri Bao Wang· 2025-11-27 11:15
其中在客户直达方面,政企业务直接触达中国26万家最重要客户的90%;中小企业客户从零开始直接触 达近千万;而在C端已直接触达超2.45亿客户,占有效购买人口的41%。 另外,"智能体军团"正为客户直达发挥关键作用。乐享作为业内首个深度融合AI与实体业务的企业超级 智能体,自6月份上线后周活用户已突破百万,创收超18亿元,"双11"期间贡献官网收入的32%。预计 2025/26财年内,联想中国区将有超170个智能体融入业务流程,更多"硅基员工"将与"碳基员工"协同工 作。 非PC业务中的智能设备、智能基础设施、解决方案及服务全面爆发。其中,智能设备中的联想moto手 机在线上小折叠品类中国市场份额继续保持第一;平板销量与销售额份额居中国市场第一阵营。AI基 础设施业务总收入过去两年半增长175%,服务器稳居市场第一阵营,并且是中国市场成长最快的AI基 础设施厂商。方案服务居中国IT服务市场第一,领先优势持续扩大,其中城市超级智能体"落地"10余 城,加速助力智慧城市迈入4.0阶段。 持续巩固AI领跑地位 本报讯(记者贾丽)11月27日,"WISE2025商业之王"大会在京举行。作为中国极具影响力的年度商业会 议 ...
国内首个全栈AI总指挥中心点亮 中足联携手联想助推足球赛事迈入AI新阶段
Zheng Quan Ri Bao Wang· 2025-11-18 12:47
Core Insights - Lenovo Group Limited and the Chinese Football Association League jointly launched the first AI Command Center for football events in China, marking a significant step towards the integration of AI and sports in the professional football league [1][2] Group 1: AI Command Center Launch - The AI Command Center features a large-screen visualization and intelligent interaction model, covering three core functions: event status, event supervision, and command scheduling [1][3] - The launch is a result of the collaboration announced in February and represents a new starting point for the digital transformation of the Chinese professional football league [1][3] Group 2: Technological Capabilities - The Command Center demonstrates strong operational management capabilities, including real-time display of league standings, match schedules, and weather conditions for various regions [3] - It also enables simultaneous monitoring of multiple matches, security surveillance, and live broadcast feeds, ensuring smooth event operations [3] Group 3: AI Integration and Future Plans - Lenovo's AI technology has been successfully applied across various industries, including manufacturing, education, and finance, showcasing its versatility and potential for further integration [3][4] - The dedicated AI entity, "Zuzhi Duomao AI," is built on Lenovo's advanced technology platform and is designed to support the specific needs of the Chinese Football Association [4] Group 4: Commitment to Innovation - Lenovo aims to leverage its comprehensive advantages in AI technology, equipment support, and operational services to enhance the smart sports operation system and lead industry transformation [5] - The collaboration with the Chinese Football Association is seen as a practical example of Lenovo driving new productive forces through AI [5]
联想集团(0992.HK):业绩稳健增长 超级智能体矩阵持续推进
Ge Long Hui· 2025-05-28 18:12
Group 1 - Lenovo Group reported a revenue of 498.5 billion RMB for the fiscal year 2024/25, representing a year-on-year growth of 21.5%, with a net profit of 10.4 billion RMB, up 36% year-on-year [1] - The Intelligent Devices Group (IDG) experienced double-digit revenue growth, with a 13% year-on-year increase in Q4, and Lenovo maintained its position as the global leader in PC market share at 23.7%, widening the gap with the second place by 3.6 percentage points [1] - Lenovo's AIPC category ranked first globally in the Windows AIPC segment, while the smartphone business achieved a record activation volume in Q4, with high-end models accounting for 25% of revenue [1] Group 2 - The Infrastructure Solutions Group (ISG) generated 104.8 billion RMB in revenue for the year, with a 63% year-on-year increase in Q4, marking its second consecutive quarter of profitability [1] - The Solutions and Services Group (SSG) also saw double-digit revenue growth for the year, with an operating profit margin exceeding 21%, and a nearly 20% year-on-year increase in Q4 revenue [1] - Lenovo is increasing its long-term investment in innovation, with R&D spending up 13% year-on-year and R&D personnel making up 27.8% of the workforce, an increase of 1.6 percentage points [2] Group 3 - Lenovo's Tech World 2025 event introduced a comprehensive matrix of super intelligent agents, including personal, enterprise, and city-level agents, along with a new generation of inference acceleration engines [2] - The company projects net profits of 1.665 billion USD, 1.874 billion USD, and 2.068 billion USD for the fiscal years 2026-2028, with respective year-on-year growth rates of 20%, 13%, and 10% [2] - Earnings per share (EPS) are expected to be 0.13, 0.15, and 0.17 USD per share for the same period, with corresponding price-to-earnings (PE) ratios of 9.20, 8.17, and 7.41 times based on the closing price of 9.50 HKD on May 23 [2]