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联想集团杨元庆公布ISG业绩:营收367亿
Xin Lang Cai Jing· 2026-02-12 08:27
Core Insights - Lenovo Group reported strong performance in its ISG infrastructure solutions business, with revenue reaching 36.7 billion RMB, representing a year-on-year growth of over 31% [1] - The artificial intelligence infrastructure segment saw revenue growth of over 59% year-on-year, indicating robust demand and a strong order backlog [1] - The Neptune liquid cooling solution business experienced remarkable growth, with revenue increasing by over 300% year-on-year [1] - The company plans to leverage market trends and anticipates annual net cost savings of 1.4 billion RMB over the next three years, aiming to establish a sustainable growth trajectory [1]
联想集团杨元庆公布ISG业绩:营收367亿,人工智能基础设施同比增长59%
Xin Lang Cai Jing· 2026-02-12 08:19
Core Viewpoint - Lenovo Group reported strong growth in its ISG infrastructure solutions business during the FY2025/26 Q3 earnings release, highlighting significant revenue increases and a focus on sustainable profitability growth [1] Group 1: Financial Performance - The ISG infrastructure solutions business generated revenue of 36.7 billion RMB, representing a year-on-year growth of over 31% [1] - Revenue from artificial intelligence infrastructure grew by over 59% year-on-year, indicating strong demand and order reserves [1] - The Neptune liquid cooling solution saw revenue growth of over 300% year-on-year, showcasing its market acceptance and potential [1] Group 2: Future Outlook - The company plans to capitalize on market trends, projecting an annual net cost saving of 1.4 billion RMB over the next three years [1] - Lenovo aims to establish a sustainable path for profitable growth, reflecting its strategic focus on efficiency and market adaptation [1]