Core Insights - The global PC shipment volume in Q2 2025 reached 67.6 million units, marking a year-on-year growth of 7.4% [1][2] - Notebooks, including mobile workstations, accounted for 53.9 million units shipped, with a growth of 7% year-on-year, while desktop shipments grew by 9% to 13.7 million units [1][2] Market Share and Performance - Lenovo maintained the top position in the global PC market with a market share of 25.1%, up from 23.4% in Q2 2024, representing an increase of 1.7 percentage points [3] - HP ranked second with a market share of 20.9%, down from 21.7% year-on-year, while Dell's market share fell to 14.5% from 16.0% [3] - Lenovo's shipment volume reached 16.974 million units, a significant increase of 15.2% compared to 14.732 million units in Q2 2024 [3] Strategic Insights - Lenovo's success is attributed to its comprehensive product range and precise iterations, particularly in the ThinkPad series for business and Yoga series for consumers [4] - The company has enhanced its global supply chain coordination, establishing localized production and channels in emerging markets like Southeast Asia and Latin America [4] - The competition in the PC market is expected to intensify around hardware performance, AI applications, and ecosystem development, with Lenovo and Apple showing stronger competitiveness among leading manufacturers [4]

2014年，联想集团以29.1亿美元从谷歌手中收购摩托罗拉移动业务。摩托罗拉移动的3500名员工、2000 项专利、品牌和商标，以及全球50多家运营商的合作关系都被纳入联想移动业务集团。 自2020年以来，摩托罗拉在全球智能手机出货量上几乎翻番，从2020年的3290万部增长到2024年的5760 万部，以15%的年复合增长率高速成长。这也令摩托罗拉成为少数几个在2022年整体手机市场下滑后成 功复苏的品牌之一，其出货量也超过了疫情时期的峰值。 AI正成为全球智能手机市场的新故事。作为移动终端的重要构成，摩托罗拉在联想整体AI战略中的角 色也不可替代。 2024年10月，在美国西雅图举办的联想创新科技大会上，联想集团董事长兼首席执行官杨元庆和国际足 联主席詹尼·因凡蒂诺联合宣布，联想成为FIFA有史以来第一个官方技术合作伙伴。 不久前，双方的合作进一步升级。联想及摩托罗拉宣布与2025世俱杯达成全球合作伙伴关系，联想旗下 品牌摩托罗拉成为2025世俱杯官方智能手机合作伙伴。 2025年一季度，在除中国以外的海外市场，联想摩托罗拉收入达34.2亿美元，同比增16.7%，超市场 4.4%的增速，市场份额从第五升至 ...

Group 1 - The core viewpoint is that the AI notebook market in China is rapidly expanding, with shipments of laptops featuring 40TOPS and above NPU capabilities reaching 241,000 units in Q1 2025, representing 5.3% of the total notebook market, up from 1.4% in the previous quarter [1] - The growth of AI notebooks is driven by a combination of government policies, product enhancements, and increasing consumer demand, particularly from the Z generation and businesses undergoing digital transformation [3] - Lenovo has established a strong position in the AI PC market, achieving double-digit revenue growth in its Intelligent Devices Group (IDG) during the 2024/2025 fiscal year, with a market share of 23.7% in the PC segment [5] Group 2 - Lenovo's AI PC products have significantly outperformed sales targets, leading the global market in the Windows AI PC category, with AI PCs accounting for 16% of Lenovo's total notebook sales in China during the fourth fiscal quarter [5] - Several investment banks have issued positive reports on Lenovo Group, highlighting its growth potential in the AI PC and AI server sectors, with target prices set between 11.4 and 15 HKD, reflecting a favorable valuation compared to industry averages [6] - Analysts believe that Lenovo's PC business will benefit from increased AI PC penetration and the demand for Windows 10 upgrades, while its server business is expected to achieve profitability due to optimized customer structures and enhanced global capacity flexibility [6]

文/一切责任在美芳 我没有想到，我坐在这个格子间，已经600天了。 我仍然记得两年前8月的那个晚上，我提着一箱我的衣服，站在宿舍门口，等待新同事开门时的狼狈。 同事刚刚毕业，住在公司的宿舍里，我打了半天的电话，没人接听，然后又打电话给招聘的人事，人事回复说她打电话也没人接，让我等着。 我站在一个破旧的楼房里，热浪一阵阵翻滚，却不知道自己能去往何方。 大概等了20分钟，同事打球回来，打开了门。 那是四个上下铺的宿舍，宿舍里面弥漫着汗臭味，到处都是垃圾。 我从毕业后，就没有住过集体宿舍，看到此情此景，我有一种欲哭无泪的感觉。 我曾经给员工租的房子，都是在小区里面，最多两个人一间，我一直以来，都相信只要对员工好，大家齐心协力，就能把事情做好。 但是我错了，我失败了。我把自己的一切都搭上了，但是最终还是账本上的余额越来越少，客户也在对我们说不。 我没有选择，只能回来。 我背着女朋友的电脑，我自己当年1万2买的那台ThinkPad已经卡的不行了，穿着创业时买的利郎t恤，被同事带到了格子间的座位前。 我满脑子只有一句话："我又回来敲代码了。" 没有想象中的崩溃，过去几年，我已经在崩溃的边缘蹦跶太久了。 也绝对不是王者归来 ...

5月20日，天风国际证券分析师郭明錤在社交平台X透露，亚马逊正在计划开发一款大尺寸折叠设备，类似华为19日发布的MateBook Fold非凡大师。 而在硬件方面，郭明錤认为华为MateBook Fold最大卖点在于其显示屏尺寸、分辨率、重量和厚度，而目前与联想ThinkPad X1Fold和华硕Zenbook17Fold OLED等竞争对手相比，它拥有更大、分辨率更高的显示屏，同时保持了更轻薄的机身。 本文系观察者网独家稿件，未经授权，不得转载。 一些市场人士此前预计苹果将在2025年推出可折叠iPad，但目前的供应链调查显示，可折叠iPad尚无定论，郭明錤认为或许是因为有人将这款可折叠 MacBook称为可折叠iPad。 另外，据the information报道，苹果还计划于2026年下半年推出其首款可折叠iPhone，该手机采用书本式的折叠方式，折叠状态下屏幕尺寸为5.7英寸，展开 后屏幕尺寸接近8英寸。 5月19日，在华为的新品发布会上，首款鸿蒙折叠电脑MateBook正式亮相，起售价23999元，这款采用超轻薄折叠设计，屏幕展开达18英寸，最薄厚度只有 7.3mm，折叠时只有13英寸，重1.16k ...

中美贸易战胶着之下，5月9日，我国召开会议宣布正式开展打击战略矿产走私出口专项行动。会议上还强调，自重稀土等战略矿产实施出口管制以来，部 分境外实体与境内不法人员相互勾结，不断翻新走私出口手法，试图逃避打击！结合最近新闻，指的是哪些大厂和哪些专家，已经昭然若揭。 越来越严格的管控 2025年1月16日，商务部在答记者问中指出，我国高度重视出口管制工作，战略资源相关物项具有明显的 军民两用属性， 2025年我国将根据自身需要，适 时在战略资源领域增列两用物项，并加强出口管制。 两用物项由于可以被广泛应用于军事用途，已经被提高到了战略资源的重视程度。而稀有金属作为两用物项的"常驻嘉宾"，近年来国家对其也给予了足够 多的重视： 早在2007年我国就将部分稀有金属纳入了出口管制目录； | 2 | 部分稀有金属 | | | | | --- | --- | --- | --- | --- | | | | 8109200090 | 其他未锻轧锆:粉末 | 公斤 | | | 管 | 8109300000 | 错废碎料 | 公斤 | | | | 8109900090 | 其他锻轧铝及结制品 | 公斤 | | | | 81032 ...

在中国企业出海的故事里，联想曾是最早的"全球赢家"。 从"中关村电脑店"到收购IBM PC，联想一度成为民族科技的代表品牌。 但今天的联想，在市场中却多了不少质疑： 01. 打民族情怀，建立第一心智 在90年代中国PC市场刚刚起步时，联想以"中国人用中国电脑"为口号，精准拿下了"民族自豪感"心智。 这一策略带来的效果是巨大的： 联想这步，打的是**"国家情绪+市场空白"的组合拳**。 02. 并购IBM PC，走上全球舞台 它到底是民族品牌，还是国际品牌？ 它的"技术含量"到底几何？ 它的"认同感"还能重建吗？ 今天我们不讲产品，只讲营销。 联想是怎么做起来的？又面对怎样的品牌挑战？ 一起从五个维度拆解联想的品牌营销逻辑 2004年，联想以17.5亿美元收购IBM的PC业务，引起全球轰动。 这一并购不只是业务规模的扩张，更是品牌营销的跃迁： 快速在国民用户中建立信任 成为政府和企业用户的首选供应商 拿到政策、渠道与品牌的多重支持 ThinkPad 成为联想打高端商务市场的"门面" 联想品牌在海外打开市场，以"高性价比+中国制造"迅速抢占份额 "中西融合"的形象，塑造出极强的跨国企业气质 从那一刻起，联想不再是 ...

Core Viewpoint - Lenovo is positioning itself in the AI era by launching the "Tianxi Personal Super Intelligent Agent" integrated into various AI terminals, aiming to enhance user experiences across work, study, and daily life scenarios [1][3]. Group 1: Product Launches - Lenovo introduced multiple AI terminal products featuring the Tianxi Personal Super Intelligent Agent, including the ThinkPad X1 Carbon 2025 Aura AI version, which boasts a thickness of 14.37mm and a battery life of up to 18 hours [4]. - The ThinkPad T14p 2025 AI version is equipped with Intel's new Ultra 9 processor, achieving 99 TOPS of local computing power, enhancing coding and data analysis efficiency [5]. - The ThinkCentre neo Ultra 2025 AI version is designed for high-load tasks, capable of handling complex data computations and model training [5]. Group 2: AI Applications and Features - The Think AI terminals incorporate five key applications: AI search for direct results, multimodal AI translation, a knowledge base for managing materials, AI tuning for device control, and AI services for image diagnosis and recommendations [3]. - The thinkplus meeting solutions include the T86 Pro meeting tablet with 4K camera and voice localization technology, enhancing collaboration and meeting documentation [6]. Group 3: Legal AI Strategy - Lenovo launched the "Lenovo Legal Intelligent Agent Strategy," which includes eight functional modules aimed at improving efficiency in legal work, such as dispute resolution and compliance management [7]. - The first product under this strategy is the "Lenovo Fasi AI Legal Assistant," developed in collaboration with Turing Law, designed to support lawyers throughout the litigation process [7][8].

Core Insights - Lenovo has launched multiple AI-enabled products, including the ThinkPad X1 Carbon 2025 Aura AI version, aimed at enhancing AI office experiences across various commercial scenarios [1] - The company is accelerating its "one body, multiple ends" strategy, focusing on seamless AI connectivity for users [1] - Lenovo's legal AI strategy aims to transform the legal sector through a dual-driven model of self-research and ecosystem partnerships, emphasizing five technological advantages [1][2] Group 1 - Lenovo's legal AI strategy includes eight functional modules such as dispute resolution and legal consulting, designed to enhance efficiency and precision in legal work [2] - The first product under this strategy is the Lenovo Fasi AI Legal Assistant, developed in collaboration with Turing Law Technology, providing new directions for legal professionals [2] - The AI Legal Assistant aims to shift the legal field from an "experience-driven" to an "intelligent-driven" paradigm, maximizing professional value for lawyers [2] Group 2 - The Lenovo Fasi AI Legal Assistant supports the entire litigation process, allowing legal professionals to focus on high-value tasks like improving client service quality [2]

这是半佛仙人的第1759篇原创 1 上周末在商场带娃玩，路过一家外星人门店，就走了进去。 有几个大学生在店里摆弄展示机，有人在对比电商上的价格，有人在聊配置参数。 叽叽喳喳，真的很吵。 其中一个穿破洞牛仔裤的男生反复开关环形灯带，蓝光在他虎口的玫瑰纹身上明明灭灭。 同行的女生咬着奶茶吸管刷手机，屏幕光照亮她鼻尖细微的汗珠。 记忆总在暗处窥伺。 外星人电脑的环形灯带吞吐着彩虹，像根火柴，嗤地点燃了十几年前的杭州夏夜。 那是，我做梦都想回去的夏天。 那时的Ali e nwa r e，是年少的幻梦。 那时的光，是有重量的。 当整个大学宿舍楼楼道回响魔兽世界开场的号角声，只有我的外星人电脑能幻化出七色极 光。 整层男生挤在我宿舍里，注视着我用手里这台炫光怪兽劈开通往新世界的裂缝。 金属转轴咬合的瞬间，背光如深夜网吧的霓虹招牌亮起。 这个时候，总会有隔壁寝室的同学穿着人字拖闯入，甩出油腻的炸鸡塑料袋在电脑旁炸开 热浪。 阶梯教室的最后一排永远属于我们。 当老师打开投影仪前的三分钟，我打开电脑，跑马灯划破教室昏暗的刹那，后面会准时传 来压低音量的"卧槽" "卧槽" "卧槽"。 我确信自己掌握了光的密码。 那个时候，我的宇 ...