According to the latest global PC market data from International Data Corporation (IDC), global PC shipments reached 64.9 million units in the second quarter of 2024, a year-on-year increase of 3%, higher than IDC's May forecast of year-on-year -0.6%, and two consecutive quarters of growth. Among them, Lenovo Group increased by 3.7%, maintaining its first place with a market share of 22.7%, an increase of 0.2 percentage points year-on-year.

Ryan Reith, Vice President of IDC Global Equipment Tracking, said: 'Two consecutive quarters of growth, coupled with a lot of marketing around AI PCs, and the arrival of an important commercial upgrade cycle, have boosted the PC market. Artificial intelligence is clearly a hot topic, but there have also been many changes in non-artificial intelligence PC purchase, which makes this mature market show positive signs.' Huaxi Securities believes that at the current point in time, AIPC is in the industry's accelerated penetration stage, and with the release of processors designed specifically for Copilot+AIPC and the release of products from major brand manufacturers, 2024 is expected to be the year of AIPC's scale-based shipments.

According to the Financial Data Center, among related listed companies:

Suzhou Chunqiu Electronic Technology stated that multiple AIPC models from Lenovo have been launched and sold, and the company participated in the research and development and production of Lenovo's AIPC models. This part of the order has formed revenue and is included in the financial statements.

Huaqin Technology's notebook ODM business has entered the top four in the world, and the company has realized a full-stack personal computer product portfolio, including notebook computers, all-in-ones, and desktop computers.