Core Insights - The integration of consumption upgrade and digital economy is shifting the focus of "Double 11" competition from price-driven to experience-driven strategies [1] - Lenovo has launched a series of "AI pet fan" initiatives centered around the theme of "Hot AI Upgrade 11 in Place," aiming to enhance user experience and reduce barriers to AI adoption [1][3] - The company is leveraging its Tianxi AI 3.5 system to transition AI from a "smart assistant" to a "collaborative teammate," establishing a significant advantage in the competitive landscape [1][2] Product Strategy - Lenovo has developed a comprehensive AI equipment matrix covering various scenarios, including YOGA series AI PCs for mobile office needs, Think series with integrated Tianxi personal super intelligent agent, and gaming-focused Rescue series [2] - The company is addressing the retail industry's shift from "channel king" to "experience king" by creating a fully integrated experience driven by AI, enhancing customer engagement and satisfaction [2] Market Positioning - Lenovo's initiatives reflect a shift away from traditional price wars, focusing instead on technology empowerment and scene integration to transform "Double 11" into a multi-dimensional "smart consumption ecosystem" [3] - The company aims to deepen its "one body, multiple ends" strategic layout and expand the application boundaries of AI technology in consumer scenarios, reinforcing its commitment to customer-centric innovation [3]

Core Insights - Lenovo is shifting its focus from price-driven competition to experience-driven strategies in response to consumer demand and the challenges of the digital economy [1] - The company has launched a series of initiatives under the theme "Hot AI Upgrade, 11 in Place," aiming to enhance customer experience through AI integration and innovative retail strategies [1] Product Strategy - Lenovo has developed a comprehensive AI equipment matrix targeting various consumer segments, including the YOGA series for professionals, Think series with integrated AI functionalities, and the Xiaoxin series for students [1] - The gaming-focused Savior series emphasizes AI performance optimization for an immersive gaming experience, while the Moto Razr 60 series expands AI lifestyle scenarios with its innovative foldable design [1] Retail Innovations - The company has introduced a dual-store manager service model combining "Silicon-based Store Manager" and "Star Store Manager" to enhance customer service both online and offline [2] - Lenovo's online platforms, including its official website, offer a 24/7 shopping experience with instant responses to customer inquiries, improving the overall shopping efficiency [2] Environmental Initiatives - Lenovo has launched a ThinkPad super plant-themed exhibition in its offline stores, integrating technology with environmental concepts [4] - The company has partnered with JD.com and Lenovo Technology to conduct a special event showcasing its innovative supply chain services and efficient operations [4]

智通财经APP获悉，近日，IDC最新数据报告显示，尽管行业整体仍面临周期性调整压力，联想(00992)摩托罗拉在全球智 能手机市场持续展现出强劲的增长韧性。在收入与出货量两大核心指标上，联想均远超市场预期。在海外市场，联想摩托 罗拉不仅稳居出货量第五，营收排名也跻身四强。 | | 2025年第一季度海外智能手机市场排名 | | | --- | --- | --- | | 排名 | 营收 | 田彩昌 | | 1 | 苹果 | 三星 | | 2 | 三星 | 苹果 | | 3 | 小米 | 小米 | | 4 | 联想 | 传音 | | 5 | OPPO | 联想 | | б | 传音 | vivo | | 7 | 谷歌 | OPPO | | 8 | vivo | realme | | 9 | 荣耀 | 荣耀 | | 10 | realme | 谷歌 | 在除中国以外的海外市场，联想摩托罗拉2025年Q1收入达34.2亿美元，同比激增16.7%，远超市场4.4%的增速，市场份额 （3.3%）从第五升至第四，超越OPPO、传音与谷歌。全球市场中，联想以2.5%的收入份额位列第八，同比提升0.3个百 分点，增速16.4 ...