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“全球资源 本地交付”:联想集团如何霸榜全球供应链TOP10
00992LENOVO GROUP(00992) 中国产业经济信息网·2025-04-18 08:29

Core Viewpoint - Lenovo Group demonstrates strong supply chain resilience and adaptability to globalization challenges through its "global resources + local delivery" operational model, as emphasized by CEO Yang Yuanqing, who stated that "there is no turning back on globalization" [1][4]. Group 1: Unique Advantages of Global Resources and Local Delivery - Lenovo's operational model provides significant resilience in a complex international trade environment, allowing the company to effectively manage trade frictions and geopolitical risks [2]. - The company has established approximately 30 manufacturing bases across 11 countries, including China, Mexico, and the United States, over the past 20 years [2]. - The Hungary factory, which began full production in June 2022, plays a crucial role in Lenovo's global strategy, producing over 90% of data center products sold in the EMEA region and supporting personalized workstation production with a capacity of over 1,000 servers and 4,000 workstations per day [2]. Group 2: Supply Chain Resilience and Globalization Strategy - Lenovo is recognized for its exceptional global supply chain operations, ranking 10th in Gartner's list of the top 25 global supply chains [3]. - The company is expanding its global footprint through a partnership with Alat in Saudi Arabia, establishing a local manufacturing presence and enhancing supply chain resilience while capitalizing on growth opportunities in the Middle East and Africa [3]. - Lenovo is building an innovative ecosystem to support its hybrid AI strategy, focusing on collaboration across various core capabilities, including venture capital, research and development, supply chain, and manufacturing [3]. Group 3: Response to Geopolitical Challenges - Lenovo's diversified global supply chain and manufacturing layout serve as key differentiators in addressing macroeconomic challenges, with the company committed to optimizing its globalization strategy [4]. - The company aims to enhance supply chain resilience and responsiveness while leading the wave of AI democratization, as stated by Yang Yuanqing during the 2025/26 fiscal year kickoff meeting [4].