Sophia Windsor
[ Gearbest Technology News]On April 1, Lenovo Group held a swearing-in meeting for the 2026/27 fiscal year. Yang Yuanqing, chairman and CEO of Lenovo Group, said at the meeting that the group created “the best year in history” last fiscal year, with full-year revenue expected to break a record high, with AI-related revenue accounting for one-third. “China plays an important role as the vanguard and new force of the group’s hybrid artificial intelligence strategy.”
Data shows that in the just past fiscal year 2025/26, Lenovo China delivered a “best in history” report card: revenue and profits in the first three quarters increased by more than 20% and 30% year-on-year respectively, and revenue hit a new high. More importantly, non-PC business revenue accounts for close to “half of the country.” AI-driven growth and related business performance are outstanding, and the growth momentum has completed the “engine switch” from traditional PC to hybrid AI.
Subsequently, Liu Jun, executive vice president of Lenovo Group and president of China, announced the goal of “double-digit growth” for the new fiscal year at the swearing-in meeting, and systematically disclosed for the first time Lenovo China's latest layout in the two major battlefields of personal intelligence and enterprise intelligence.
AI drives a qualitative change in the structure, and the growth engine completes the switch
In the past year, AI has accelerated from “concept” to “implementation”. Lenovo China has demonstrated strong growth resilience in this process. Data shows that in the field of direct customer sales, customer direct sales revenue supported by the “intelligent body army” increased by 33% year-on-year, accounting for more than 80%. Among them, since the industry’s first enterprise super intelligence “Lenovo Enjoy” was launched in May last year, the cumulative transaction volume has exceeded 3 billion yuan, and the purchase conversion rate has increased by 23% compared with the traditional official website.
In the field of personal intelligence, Tianxi AI user net promoter score (NPS) reached 35.7, and weekly activity increased significantly by 315% year-on-year; AI PC sales exceeded 2.53 million units throughout the year, pushing Lenovo's PC sales market share to a record high of 42.8%. In the field of enterprise intelligence, AI servers have achieved a growth rate of over 5 times, and both revenue and profit of solution service business have maintained a growth rate of more than 20%, making it the champion of China's IT service market.
The core value of this report card lies not only in the breakthrough of “quantity”, but also in the switch of “quality” – Lenovo China has initially completed the transformation from hardware sales to an AI-driven full-stack service model.
The “three major strategies” behind double-digit growth
Faced with the “window period” for AI to be applied on a large scale, Liu Jun clarified the “dream goal” for the new fiscal year at the conference: adhere to the service-oriented and value-first concepts, and once again achieve double-digit growth in revenue and profit contribution. To achieve this goal, Lenovo China officially released the three core strategies of “Sunrise in the East 2026”.
First, the Intelligent Corps deepens direct customer sales. In the new fiscal year, Lenovo will add two new super entrances, “Lenovo Share” (partner intelligence) and “LeClaw” (employee intelligence), forming a three-major intelligence matrix with the existing “Lenovo Enjoy”. Based on compilable and reusable Skills, intelligent agents in multiple fields and scenarios will be upgraded to the L3 closed-loop execution level. At the same time, we will promote the integration of carbon and silicon, target the three major customer groups of government and enterprises, small and medium-sized enterprises and consumers, reconstruct the marketing and sales process, and further increase the proportion of direct sales to customers.
Second, personal intelligence and enterprise intelligence jointly create value. This is the “dual engine” of Lenovo's new fiscal year strategy. In the field of personal intelligence, Tianxi AI will release version 4.0 on May 19, ushering in three major revolutionary upgrades: the intelligent core is upgraded to “Tianxi Claw” to achieve ultimate personalization; the “device-edge-cloud” integrated architecture is upgraded to ensure efficiency, cost and security; and it is upgraded to an AI-native OS to fully take over human-computer interaction. In conjunction with this upgrade, Lenovo will also launch a new category of “AI host” – an edge device that can be placed at home or in the office, carrying Tianxi Claw local operation and personal large model deployment, effectively reducing Token costs.
In the field of enterprise intelligence, Lenovo Qingtian AI will evolve to AI native architecture 5.0, using xCloud Lenovo Intelligent Cloud and Lenovo AI Foundry as the core to comprehensively upgrade Qingtian intelligent solutions, subscribing Baiying intelligent services and Lenovo AI full-cycle services. Liu Jun particularly emphasized that the solution service business will maintain a “double 20%” rapid growth in revenue and profit in the new fiscal year and continue to lead AI services.
Third, upgrade the AI native engine and advance the AI native organization of carbon-silicon fusion. This strategy focuses on the reconstruction of Lenovo China’s internal core capabilities, including upgrading Qingtian AI to an AI-native architecture, strengthening creative capabilities, and promoting the organization’s transformation to “carbon-silicon fusion”—a new organizational form in which human intelligence and AI capabilities are deeply synergized.
From “one body with many terminals” to “exclusive super partner”
In the new fiscal year strategy, personal AI is given the mission of “leading personal intelligence experience”. The brand slogan of Tianxi AI is officially set as “Tianxi AI, my exclusive super partner”. Its core logic is: through device-edge-cloud collaboration, it provides users with a “development system” intelligent agent that understands you better the more you use it.
It is worth noting that the upgrade of Tianxi AI 4.0 version is not only a technical iteration, but also a reconstruction of the product form. The launch of the “AI host” category means that Lenovo is evolving from an “equipment manufacturer” to an “AI carrier platform”. This new category has stronger local computing power and can host Tianxi Claw's local operation and personal large model deployment, which not only ensures privacy and security, but also reduces cloud call costs.
In terms of multi-device layout, Lenovo has clear goals for the new fiscal year: continue to expand its leadership in AI PCs, secure the top three positions in the Chinese consumer tablet market, become the champion in the Chinese commercial tablet market, and create a hot-selling AI mobile phone. Especially in the field of mobile phones, Lenovo Moto is accelerating its transformation to AI-native mobile phones with Tianxi AI as the core, and is leveraging its status as the official smartphone partner of the FIFA 2026 World Cup to cooperate with David Beckham globally to strengthen its brand potential.
From “delivering products” to “delivering visible AI value”
In the field of enterprise intelligence, the core of Lenovo’s strategy for the new fiscal year is “delivering visible AI value.” The brand slogan of Qingtian AI is simultaneously set as “Qingtian AI, delivering visible AI value”. Behind this is Lenovo's deep insight into the pain points of current enterprise customers.
According to Lenovo's latest survey, in the information age, 90% of companies believe that their internal personnel can control IT products; but in the AI era, 60% of companies clearly express the need to “co-create” with professional partners. To this end, Lenovo has launched a “co-creation and running” service model in the new fiscal year, driven by Hemu Consulting, integrating intelligent transformation consulting, solutions, and services, shifting from “selling products” to “delivering visible AI value.”
At the technical base level, the launch of Lenovo AI Foundry has become a key link. It is committed to building China's intelligent agent “FDE” (forward deployment engineer) model, promoting program innovation for government and enterprise customers, and developing key technologies such as agent self-evolution and enterprise knowledge ontology. At the same time, the infrastructure business “Wanquan Intelligent Computing” has clarified its new positioning of “releasing every ounce of computing power”. Through core model compilation optimization and cluster training acceleration, it has created leading solutions such as AI all-in-one machines, Token factories, and AI training grounds.
Hybrid AI becomes the underlying logic of the “new form of smart economy”
From a more macro perspective, the underlying logic of Lenovo China's new fiscal year strategy is the firm implementation of the “hybrid AI” technology path. Hybrid AI has become the best path to balance experience, cost and security by coordinating public AI and private AI (including personal AI and enterprise AI).
On the personal side, users’ expectations for the “development system” of AI are increasing day by day, and autonomy, controllability and security have become rigid needs. Tianxi AI's integrated device-edge-cloud architecture is a structural response to this demand. On the enterprise side, large-scale applications in key industries are accelerating, and the implementation of AI has entered a deep-water stage. There is an urgent need to deeply integrate the proprietary capabilities of industry know-how with new intelligent infrastructure with high reliability and security.
Yang Yuanqing, chairman and CEO of Lenovo Group, said at the conference that Lenovo Group created “the best year in history” last fiscal year, and its annual revenue is expected to break through a record high, with AI-related revenue accounting for one-third. “As the vanguard and new force of the group's hybrid artificial intelligence strategy, China has played an indispensable role. We look forward to fully promoting the Entrepreneurship 5.0 spirit in the new fiscal year, implementing the hybrid artificial intelligence strategy at full speed, and helping the group seize the commanding heights of the AI era.”
Written at the end: From “best in history” to “double-digit growth”, from “engine switching” to “three major strategies”, Lenovo China demonstrated at the 2026/27 fiscal year swearing-in meeting not only the strategic ambition of a company, but also its in-depth participation in the “new form of smart economy” in the AI era. As Liu Jun said: “We will firmly grasp the trend, anchor hybrid AI, practice the spirit of Entrepreneurship 5.0, drive business growth with three major strategies, and help China create a new form of smart economy.”
At a time when AI is moving from a “Battle of Hundreds of Models” to a “Battle of Intelligent Agents + Multiple Terminal Ecosystems”, Lenovo China's strategic choices are establishing a clearer and differentiated competitive position for it on the “AI table”.
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