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聯想集團SSG收入同比增長20%創歷史新高 高附加值業務佔比近六成

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。

當前,企業數字化、智能化轉型持續推進,推升了全球IT服務市場。Gartner預測,2025年全球IT服務市場將實現4.6%的增長,2024至2027年間的複合增長率(CAGR)有望達到7.8%。 AI驅動的服務升級需求持續釋放,超過92%的企業計劃在三年內加大AI服務投入。

在此背景下,報告期內,SSG營收同比提升19.8%至163億元,創下歷史新高;運營利潤率達到22.2%,同比提升1.2個百分點,核心利潤引擎地位穩固。其中,支持服務收入實現雙位數增長,同比提升12.2%。運維服務業務及項目與解決方案業務收入分別大幅增長36%和18.3%,合計在SSG整體營收中的佔比較去年同期提升了約3個百分點,已接近60%。

此外,DaaS(設備即服務)成爲本季度增長與利潤核心引擎,提前鎖定客戶對靈活aaS(即服務)模式的需求;TruScale IaaS更是實現同比超200%的超高速增長。人工智能解決方案發展勢頭強勁,在製造業和供應鏈領域尤其表現突出。展望未來,SSG將繼續在混合式人工智能優勢集的架構下完善能力,強化核心競爭力。SSG將聚焦數字化辦公解決方案、混合雲與可持續發展等水平建築模塊或通用解決方案,深化面向客戶關鍵場景的技術積累與交付能力。同時,在垂直領域,SSG將打造更多簡單、高效、可擴展的AI解決方案,以滿足客戶的迫切需求,充分釋放聯想混合式人工智能優勢集的潛能。

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