国家知识产权局信息显示，联想（北京）有限公司申请一项名为"目标对象确定方法及电子设备"的专 利，公开号CN121527395A，申请日期为2025年11月。 本文源自：市场资讯 专利摘要显示，本公开提供了一种目标对象确定方法及电子设备，包括：基于多个参考点，分别确定参 考对象在目标场景中对应的多个参考位置；参考对象用于在目标场景中对目标对象进行指示，目标对象 为目标场景中待定位的对象；基于参考对象对应的多个参考位置，确定目标对象对应的多个目标位置； 基于目标对象对应的多个目标位置，确定目标场景中的目标对象。 作者：情报员 天眼查资料显示，联想（北京）有限公司，成立于1992年，位于北京市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本565000万港元。通过天眼查大数据分析，联想（北京） 有限公司共对外投资了107家企业，参与招投标项目5000次，财产线索方面有商标信息1741条，专利信 息5000条，此外企业还拥有行政许可238个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

Group 1 - Lenovo (Beijing) Co., Ltd. has applied for a patent titled "Electronic Devices and Intelligent Charging Methods," with publication number CN121529889A, and the application date is October 2025 [1] - The patent summary indicates that the application provides a method for electronic devices and intelligent charging, which includes a power supply port, a controller, a first charging chip, and a second charging chip [1] - The power supply port connects to a power supply device to obtain electrical power, while the first and second charging chips are connected to the power supply port to form first and second power supply paths, respectively [1] Group 2 - The first power supply path can provide higher electrical power than the second power supply path, and the controller communicates with both charging chips to control power supply to the electronic device [1] - Lenovo (Beijing) Co., Ltd. was established in 1992 and is located in Beijing, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The company has a registered capital of 565 million Hong Kong dollars and has invested in 107 enterprises, participated in 5,000 bidding projects, and holds 1,741 trademark records and 5,000 patent records [1]

该行对联想集团2026财年第三季度(2025第四季)业绩持正面看法，预期公司凭借市场领先地位、规模优 势及更高比例商用产品布局，将较少受内存成本上涨冲击。联想服务器业务亦持续扩张，盈利能力提升 主要驱动因素包括通用服务器深入更多云服务供应商布局；人工智慧服务器扩张带动产品组合升级；以 及重组措施降低成本并提升营运效率。 高盛发布研报称，将联想集团(00992)2026财年第三季业绩纳入评估，维持2027至2029财年预测基本不 变。目标价由11.98港元升至12.53港元。维持"买入"评级。 ...

麦格理就联想集团发布研报称，该公司目标在2026年透过创新及高端产品组合提升市场份额，带动设备 业务收入增长。基础设施方案方案业务集团(ISG)重组计划旨在调整产品组合及员工配置，以捕捉快速 增长的推理需求。该行维持联想"跑赢大市"评级，上调目标价5%至12.93港元，因相信联想ISG业务扭 亏为盈进展良好。 来源：滚动播报 ...

Core Viewpoint - The recent revision of the "Credit Management Measures for Registered and Filed Enterprises by Customs of the People's Republic of China" aims to enhance the credit management system for enterprises, particularly in the context of increasing uncertainties in the external environment [1] Group 1: AEO System and Its Impact - The AEO (Authorized Economic Operator) system is a core component of the revised management measures, providing benefits to enterprises with high credit status and compliance levels [2] - As of the end of 2025, there are expected to be 6,876 AEO enterprises in China, contributing nearly 40% of the national trade volume despite representing only 1% of import and export enterprises [2] - AEO certification significantly improves logistics efficiency, as evidenced by a reduction in import inspection tickets from 112 to 5 per year for certified companies, leading to a decrease in inspection rates from 2.48% to 0.24% [2] Group 2: Changes in Credit Rating System - The credit rating system has been expanded from three levels to five, now including high-certified enterprises, certified enterprises, general enterprises, untrustworthy enterprises, and severely untrustworthy enterprises [3] - This expansion aims to provide a more accessible credit recognition pathway for small and medium-sized foreign trade enterprises, addressing previous concerns about high certification thresholds [3] Group 3: Error Tolerance Mechanism - The revised measures introduce a tolerance mechanism allowing enterprises to apply for rectification, with a maximum rectification period of one year during which their credit rating is temporarily retained [4] - The core principle of the tolerance mechanism is to "tolerate minor errors, prevent major errors, and promote rectification," aiming to mitigate unnecessary impacts on enterprises due to minor, non-intentional violations [4] Group 4: Overall Implications - The revisions reflect a commitment to support compliant enterprises while reinforcing deterrents against violations, thereby enhancing the role of credit in regulatory oversight and foreign trade stability [5] - The customs authority encourages enterprises to actively improve their credit status and align with AEO standards to foster a trustworthy and convenient foreign trade environment [5]

麦格理发布研报称，联想集团(00992)目标在2026年透过创新及高端产品组合提升市场份额，带动设备 业务收入增长。基础设施方案方案业务集团(ISG)重组计划旨在调整产品组合及员工配置，以捕捉快速 增长的推理需求。该行维持联想"跑赢大市"评级，上调目标价5%至12.93港元，因相信联想ISG业务扭 亏为盈进展良好。 2026财年第三季(12月底止)业绩优于预期，收入同比增长18%，较麦格理预测及市场共识高出5%。该行 预测3月季度收入及经营溢利将同比增长13.8%及27.6%。预期ISG增长最为强劲，受惠于其155亿美元的 AI服务器管道，以及混合云端本地推理需求增加。该行相信联想已锁定足够内存供应，并计划动态调 整价格以应对零部件成本波动。麦格理调整联想2026年至2028财年非香港财务报告准则净利润预测，分 别上调4.3%、5.4%及下调3.1%，主要由于经营利润率调整。 ...

2026财年第三季(12月底止)业绩优于预期，收入同比增长18%，较麦格理预测及市场共识高出5%。该行 预测3月季度收入及经营溢利将同比增长13.8%及27.6%。预期ISG增长最为强劲，受惠于其155亿美元的 AI服务器管道，以及混合云端本地推理需求增加。该行相信联想已锁定足够内存供应，并计划动态调 整价格以应对零部件成本波动。麦格理调整联想2026年至2028财年非香港财务报告准则净利润预测，分 别上调4.3%、5.4%及下调3.1%，主要由于经营利润率调整。 智通财经APP获悉，麦格理发布研报称，联想集团(00992)目标在2026年透过创新及高端产品组合提升市 场份额，带动设备业务收入增长。基础设施方案方案业务集团(ISG)重组计划旨在调整产品组合及员工 配置，以捕捉快速增长的推理需求。该行维持联想"跑赢大市"评级，上调目标价5%至12.93港元，因相 信联想ISG业务扭亏为盈进展良好。 ...

Core Viewpoint - The report from Citi raises Lenovo Group's (00992) non-Hong Kong Financial Reporting Standards net profit forecasts for 2026 to 2028 by 7%, 11%, and 13% respectively, and slightly adjusts the target price from HKD 10.3 to HKD 10.4 while maintaining an "Outperform" rating [1] Group 1: Financial Performance - Lenovo Group's Q3 FY2026 performance exceeded market expectations, driven by strong revenue from the personal computer business and a 7.3% operating profit margin [1] - The company is expected to achieve positive growth in its smart devices business group in FY2026, supported by rising average selling prices driven by demand for AI personal computers and high-end models [1] Group 2: Market Outlook - The outlook for Lenovo Group in 2026 is more favorable than market concerns, with expectations that the company can pass on rising memory costs through retail price increases and improve bargaining power with suppliers [1] - The infrastructure solutions business group is expected to turn profitable, contributing to overall profit growth [1]

Core Viewpoint - The report from Credit Lyonnais indicates an upward revision of Lenovo Group's net profit forecasts for 2026 to 2028, driven by stable profit margins in personal computers and an increase in average selling prices [1] Group 1: Financial Projections - Lenovo Group's non-Hong Kong financial reporting net profit forecasts for 2026, 2027, and 2028 have been increased by 7%, 11%, and 13% respectively [1] - The target price for Lenovo Group has been slightly raised from HKD 10.3 to HKD 10.4 while maintaining an "outperform" rating [1] Group 2: Performance Insights - The third-quarter performance for the fiscal year 2026 exceeded market expectations, benefiting from strong revenue in the personal computer segment and a 7.3% operating profit margin [1] - The company anticipates positive growth in its smart devices business group for 2026, driven by increased demand for AI personal computers and high-end models, which will elevate average selling prices [1] Group 3: Strategic Outlook - The company is expected to pass on rising memory costs to consumers through retail price increases and improve its bargaining power with suppliers [1] - The infrastructure solutions business group is projected to return to profitability, contributing to overall earnings growth [1]

2月13日，联想智库正式发布"2026企业AI十大趋势"。该趋势指出，2026年，人工智能技术正经历从"概念验 证"到"产业深度融合"的关键转折，企业面临的核心挑战不再局限于技术应用，而是如何将AI与业务战略、组织架 构、产业生态协同演进，实现从"效率提升"到"价值创造"的跨越。 该趋势基于对2025年第四季度开展的企业AI趋势行业观察，调研了百余位企业AI领域的联想智库专家。其核心洞 察在于，企业应用AI的方式正发生根本性升级，并由此牵引出涵盖组织建设、商业模式、AI治理、基础设施等十 大趋势。 这十大趋势具体包括：从"+AI"到"AI+"，涌现AI原生企业；从大模型token付费到智能体结果付费；"模算效能"成 企业选择和应用大模型第一准则；AI-Ready成为企业知识治理新标准；AI治理从被动应对进入主动构建；企业推 理需求爆发，AI工厂加速落地；软硬一体，推动算力效率革命；算电协同，降低AI总拥有成本；RaaS，物理AI业 落地第一步；国产&开源，中国企业AI创新新动能。 十大趋势亦与联想的判断和实践十分契合。早在2017年，联想就前瞻式布局人工智能，并于2023年提出混合式AI 战略，在个人AI和企 ...