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联想集团有限公司(LENOVO GROUP)2026财年第二季度业绩报告(英文版)(31页).pdf

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1、2025 Lenovo Internal.All rights reserved.Q2FY26 Earnings AnnouncementNovember 20,20252025 Lenovo Internal.All rights reserved.2025 Lenovo Internal.All rights reserved.Forward-Looking StatementThis presentation contains“forward-looking statements”,which are statements that refer to the expectations a

2、nd plans for the future and include,without limitation,statements regarding Lenovos future results of operations,financial condition or business prospects as well as other statements based on projections,estimates and assumptions.In some cases,these statements can be identified by terms such as expe

3、ct,intend,plan,believe,estimate,may,will,should and comparable words(including negative variants of such words).These forward-looking statements,reflect the current expectations and plans of the directors and management of Lenovo,which may not materialize or may change.Many risks,uncertainties and o

4、ther factors,some of which are unpredictable and beyond Lenovos control,could affect the matters discussed in these forward-looking statements.These factors include,without limitation,economic and business conditions globally and in the countries where we operate,Lenovos ability to predict and respo

5、nd quickly to market developments,consumer demand,pricing trends and competition;changes in applicable laws and regulations(including applicable tax and tariff rates).Any variance from the expectations or plans on which these forward-looking statements are based could cause Lenovos actual results or

6、 actions to differ materially from those expressed or implied in these statements.These forward-looking statements are not guarantees of future performance and you are cautioned not to place undue reliance on these statements.Lenovo undertakes no obligation to update any forward-looking statements i

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- **业绩亮点**:2025年第二季度收入达到205.2亿美元,同比增长15%;调整后净利润为5.16亿美元,同比增长25%。 - **AI战略进展**:AI相关收入占总收入30%,同比增长13个百分点。 - **业务增长**:智能设备集团(IDG)、基础设施解决方案集团(ISG)和解决方案与服务集团(SSG)均实现两位数收入增长。 - **个人AI创新**:个人AI策略“一个个人AI,多个设备”推出,构建跨设备、应用、操作系统/生态系统的个人AI超级代理。 - **企业AI**:企业AI战略推动,释放混合AI优势,从基础设施到解决方案与服务。 - **财务状况**:经营活动现金流为15亿美元,自由现金流为11亿美元,支持未来增长和可持续业务扩张。 - **市场份额**:全球PC市场份额达到25.6%,Windows AI PC市场份额为31.1%。
AI驱动增长" 布局未来市场" 稳健增长背后的秘密"
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