Lenovo (00992) IDG's second fiscal quarter revenue exceeded 100 billion yuan: revenue from AI devices accounted for nearly 40%

On November 20, LENOVO GROUP (00992) released its financial report for the second quarter of the 2025/26 fiscal year: IDG's intelligent device business group revenue reached 108.1 billion yuan, a year-on-year increase of 12%, exceeding market expectations. Among them, the revenue of AI terminal devices in IDG's overall revenue increased significantly to 36%, an increase of nearly 17 percentage points year-on-year, becoming one of the most structurally significant growth engines.