2025年2月20日,联想集团(00992)公布截至2024年12月31日的第三财季业绩,其中方案服务业务集团(SSG)再度展现强劲增长动能,营收规模突破162亿元人民币,同比实现双位数增幅,创历史新高。该业务在保持高速扩张的同时持续彰显卓越盈利质量:运营利润达33亿元,运营利润率高位运行于20.4%区间,持续领跑行业。业务结构优化成效显著,非硬件驱动的增长引擎——运维服务与项目及解决方案服务营收占比同比提升5个百分点,首次逼近六成关口,有力验证服务导向战略的有效性。
此外,AI赋能的行业解决方案开始形成规模化商业落地。典型范例包括为某乳业巨头构建的企业级AI智能体平台,该方案通过整合生产排程优化、供应链风险预测、精准营销决策等多场景AI应用,推动决策效率提升。
企业级AI定制化部署的快速渗透,正在重塑IT服务市场增长格局。据Gartner最新研究,全球IT服务市场未来五年复合年增长率将达9%,而AI相关服务增速预计突破18%,形成两倍于整体市场的增长极。联想集团与IDC联合发布的《2025全球首席信息官洞察报告》进一步揭示基础设施部署趋势:超六成受访企业计划采用本地化部署或混合云架构进行AI应用落地,这种选择既保障了核心数据资产的本地化安全管控,又可通过云端的弹性扩展能力实现算力资源的动态优化配置。
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