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聯想集團IDG單季營收近千億元 AI PC加速滲透份額穩居全球第一

8月14日,聯想集團公佈2025/26財年第一季度業績:當季營收同比增長22%至1362億元人民幣,創下歷史同期新高;非香港財務報告準則下淨利潤同比增長22%,達28.16億元人民幣,盈利能力顯著增強。

該季度,IDG業務延續良好表現,實現營收17.8%的同比強勁增長,達到973億元人民幣。其中,PC業務持續跑贏大市,以24.6%的市場份額穩居全球第一,相較第二名擴大了3.9個百分點,並以20%的同比提升創下15個季度以來的最快增速,包括中國市場在內的所有大區全部超過雙位數增長;AI PC持續成爲行業增長驅動力,報告期內,聯想的AI PC出貨量佔整體PC出貨量超過30%,中國市場具備“五大AI特性”的AI PC出貨量佔比已達筆記本總出貨量的27%,“天禧”個人超級智能體的用戶活躍度顯著提升,WAU(每週活躍用戶比例)平均值達40%。

在智能手機領域,同樣實現了14%的營收增長,銷量同比增速連續第8個季度高於市場。旗下摩託羅拉品牌持續發力,穩居海外摺疊屏細分市場第一,市場份額超50%,在AI、產品、運營多輪驅動下,進一步鞏固其高端市場地位。

當前,全球PC市場正在經歷超預期的復甦。IDC數據顯示,2025年第二季度全球PC出貨量同比增長6.5%,達到6840萬臺。其中AI PC成爲拉動需求的關鍵變量,2025年AI PC出貨量預計同比增長77%,並有望在2027年達到PC總出貨量的70%。同時,受益AI終端熱潮驅動,智能手機行業逆勢企穩。Counterpoint數據則顯示,二季度全球智能手機營收首次突破1000億美元,平均售價達歷史同期新高。

面向未來,聯想將繼續推進“一體多端”佈局,以終端設備爲入口打造個性化人工智能體驗。公司正在加速構建跨設備、跨操作系統的“端-邊-雲”協同的統一平臺,打通覆蓋PC、手機與平板等多種終端形態的個人知識庫與應用場景,推動形成統一AI入口與持續進化的個性化體驗閉環。

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