据财联社主题库显示，相关上市公司中：Lenovo Group announced its Q1 financial results for the 2024/25 fiscal year, ending on June 30, 2024: Revenue of 111.9 billion yuan, an increase of 20% year-on-year. According to Canalys' latest statistics, Lenovo's AI PC shipments increased by as much as 228% month-on-month. Haitong Securities believes that the future penetration rate of AI PC is promising, and 2024 may be the first year of AI PC.
Lenovo Group announced its Q1 financial results for the 2024/25 fiscal year, ending on June 30, 2024: Revenue of 111.9 billion yuan, an increase of 20% year-on-year. According to non-Hong Kong accounting standards, the net profit was nearly 2.3 billion yuan, a significant increase of 65% year-on-year. The proportion of non-PC business reached a new high of nearly 47%. In this quarter, Lenovo's core business, personal computer business, had a global market share of nearly 23% and an operating profit margin of 8.8%, and high-end products accounted for 31.6%. According to Canalys' latest statistics, Lenovo's AI PC shipments increased by as much as 228% month-on-month.
The unique value of AI PC may greatly shorten the replacement cycle of existing PC users and break the stagnation of the PC industry. According to preliminary data from Counterpoint, global PC shipments in Q2 of 2024 increased by 3.1% year-on-year to 62.5 million units, marking the second consecutive quarter of year-on-year growth in the PC market. This growth was driven by a moderate replacement cycle and a relatively low base period, highlighting the continuing recovery trend of the global PC market in 2024. Thanks to the surge of AI devices based on the Windows on Arm architecture at the end of Q2 2024, AI laptops will drive the expansion of the AI PC market in the second half of 2024. Haitong Securities believes that the future penetration rate of AI PC is promising, and 2024 may be the first year of AI PC. With the development of AI, AI PC, AI servers, and AI smartphones and other products are flourishing in the market under the overall trend of the AI era, and the domestic AI PC supply chain is worth attention.
According to the Financial Data Center, among related listed companies:
Suzhou Chunqiu Electronic Technology stated that multiple models of Lenovo AI PC have been launched and sold and the company participated in the research and development and production of Lenovo's AI PC models. This portion of the order has formed revenue and is included in the financial statements.
The notebook structural components of Inforce Technology can be applied to AI PC, and the company currently has sufficient production capacity. The company has undertaken to supply Lenovo Group's Co-pilot+PC - Lenovo ThinkPad T14s Gen 6 structural module.
