Company Overview - Lenovo Group is a global enterprise with a total revenue of 498.5 billion RMB for the fiscal year 2024/25, serving millions of customers across 180 markets [2] - The company offers a complete product roadmap from pocket to cloud, including AI-enabled devices, infrastructure, software, solutions, and services such as personal computers, workstations, smartphones, tablets, data centers, and high-performance computing [2] Supply Chain Management - Lenovo operates over 30 self-owned or partnered manufacturing bases and manages a complex global supply chain network with over 2,000 suppliers [3] - The company initiated its digital transformation of the global supply chain in 2017 and is now advancing to a smart transformation phase, with AI as a core driver [3] - Lenovo has developed a Supply Chain Intelligent Control Tower (SCI) to enhance operational efficiency through AI-driven end-to-end visibility, dynamic resource allocation, and risk prediction [3] - The iChain supply chain intelligence system has been created to provide visibility across the entire supply chain, facilitating risk alerts, decision quality improvement, and automated processes [3] ESG Initiatives - Scope 3 emissions reduction is a priority for Lenovo's global supply chain ESG governance, with a focus on supplier emissions since 2012 [4] - In 2022, Lenovo launched a deeper supplier emissions reduction program, requiring suppliers to disclose carbon emissions data and set climate goals through the CDP platform [4] - The program has led to 96% of suppliers setting publicly available emissions reduction targets [4] - Lenovo is actively building a green electricity ecosystem and has initiated a pilot project in Guangdong to procure 46 million kWh of green electricity, reducing approximately 30,000 tons of CO2 emissions [4] Sustainable Development - Lenovo promotes sustainable development among its partners and aims to create replicable industry experiences [5] - The company has introduced initiatives to increase employment opportunities for people with disabilities within the supply chain [5] - Lenovo has implemented a "wage co-management account + blockchain storage mechanism" to ensure timely payment of outsourced employee wages, enhancing transparency and compliance [5] - The company is recognized for its exemplary performance in supply chain responsibility management, fostering green development and environmental management improvements among suppliers [5]

Core Viewpoint - Lenovo Group has developed a "China + N" supply chain network, maintaining 80% of its production capacity in China while ensuring access to over 97% of global markets within 24 hours [3][4]. Group 1: Supply Chain Strategy - The "China + N" network serves as a foundation for Lenovo's global supply chain, with key nodes in Southeast Asia, Saudi Arabia, Brazil, Mexico, and Europe [3]. - Lenovo employs a "three-line defense" risk management strategy, which includes departmental risk control, cross-departmental collaboration, and independent audits, supported by an AI-driven early warning system [3][4]. - The company has developed a digital twin model that simulates over 300 risk factors, allowing for impact predictions and alternative routing 72 hours in advance [3]. Group 2: Technological Advancements - Lenovo recently launched the iChain supply chain intelligence system, which features a "brain" for decision-making and "senses" for real-time data perception, enabling autonomous supply chain management [4]. - The iChain system significantly reduces the time required to adjust to demand fluctuations from 48 hours to just 15 minutes [4]. Group 3: Global Manufacturing and Market Presence - Lenovo operates over 30 manufacturing bases globally and manages more than 2,000 suppliers, creating a complex and integrated supply chain network [4]. - The company has established production bases in Brazil, Hungary, and Mexico to enhance local market responsiveness and efficiency [5]. - A new manufacturing facility in Riyadh, Saudi Arabia, is set to begin operations in 2026, with an expected annual output of millions of laptops, desktops, and servers [5]. Group 4: Business Model and Market Strategy - Lenovo's strategy combines "self-manufacturing + outsourced production (ODM+)," allowing for a "global resources, local delivery" operational model [4][5]. - Approximately 80% of Lenovo's production, 70% of its R&D personnel, and 60% of its workforce are based in China, while 75% of its revenue is generated from overseas markets [5]. - The company aims to export a resilient, green, and innovative Chinese model to the global market [5].

Group 1: Digital Technology Trends - The third China International Supply Chain Promotion Expo showcased innovations in digital technology and supply chain development, featuring smart robots and real-time supply chain analysis systems [1] - Artificial intelligence (AI) emerged as the core theme, with various companies demonstrating AI applications to enhance supply chain resilience and efficiency [3][4] - Companies like Lenovo and HP presented solutions that integrate AI and smart manufacturing to improve decision-making and operational transparency within supply chains [3][4] Group 2: Company Participation and Collaborations - Jiechuan Intelligent Technology Co., Ltd. highlighted its electromagnetic capture technology, emphasizing the importance of the expo for fostering industry collaborations and enhancing urban safety [2] - Apple Inc. showcased its commitment to smart and green manufacturing in China, having invested $20 billion over the past five years to upgrade local supply chains [4] - Shandong Innovation Group demonstrated its recycling technologies in collaboration with Apple, reflecting a focus on sustainable practices within the supply chain [4][5] Group 3: Global Supply Chain Integration - The expo facilitated deeper cooperation among domestic and foreign enterprises, enhancing connections within the global supply chain [4][5] - Companies expressed that the expo serves as a platform for trade promotion, investment cooperation, and innovation exchange, driving the transformation and sustainable development of global supply chains [5]

Group 1 - The third China International Supply Chain Promotion Expo showcases advancements in digital technology and supply chain solutions, with 651 participating enterprises and institutions [2][5]. - Lenovo's iChain supply chain intelligent system demonstrates the ability to integrate information across various production and logistics processes, enhancing responsiveness to changes such as tariff policy shifts and production cost increases [2][3]. - Lenovo is expanding its global supply chain with a new manufacturing base in Riyadh, Saudi Arabia, expected to produce millions of devices annually by 2026, alongside a comprehensive supply chain network in China [3]. Group 2 - The expo features innovations in intelligent driving experiences, including a multi-modal model for smart cockpits that enhances vehicle safety and user interaction [4][5]. - The event includes participation from over 75 countries and regions, with more than 65% of exhibitors being Fortune 500 companies and leading enterprises, highlighting the global significance of the supply chain industry [5].