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联想中国基础设施业务凭四大优势“突围”：上财年第四季度增长近1.2倍

<article><section data-type="rtext"><p>【环球网科技综合报道】5月22日，在联想集团举办的2025/2026财年（2025年4月-2026年3月）暨第四财季业绩沟通会上，联想集团执行副总裁兼中国区总裁刘军在会上透露，联想中国区基础设施业务上财年增长稳健，已进入盈利性快速增长新阶段。面向新财年，联想中国将牢牢把握智能经济新机遇，为客户提供安全、低成本和高精准的Token整合服务。</p><p>数据显示，联想中国基础设施业务全年收入实现了双位数的同比增长。其中，云基础设施（CSP）和企业基础设施（E/SMB）市场双轮驱动，CSP收入全年增长达双位数，斩获多个超大规模订单；E/SMB全年增长44%，尤其是第四财季同比增长达到119.2%。</p>
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            <p>刘军表示，基础设施业务的强劲增长，源于联想中国在四大关键领域建立的核心优势。首先是差异化的创新。万全智算平台打造了统一调度、纳管多元异构算力的强大能力，新财年将升级至5.0，从技术创新迈向场景创新，为客户释放算力的每一分效能；其次是领先的液冷技术。联想海神液冷技术散热效率达98%，数据中心PUE低至1.1以内；再次是完整的技术和产品线。包括国际+国内双技术路线和覆盖服务器、存储、数据网络、软件及超融合的完整产品线；最后是韧性的供应链。“全球***、本地交付”的运营模式，持续构筑并保持独特的市场领先地位。</p><p><i class="pic-con"></p><p>IDC预测，中国MaaS市场的Token消耗量2024年至2030年的年复合增长率高达1154.9%。Token经济的爆发加速了算力基础设施超级周期的开启。刘军表示，未来在CSP领域会更多地从过去提供建筑模块，如服务器、存储等，转向更多地提供解决方案，并发挥方案服务业务的优势，进一步加固对云厂商的支持；在E/SMB领域，未来将围绕帮助客户提高计算效率和AI的处理效率持续优化方案。</p><p>基础设施业务已实现业务模式创新，依托万全智算率先推出AI一体机、Token Factory（词元工厂）AI训练场等。其中，Token Factory首次将Token生产标准化、规模化，旨在打造一条中国领先、能效卓越的Token生产线。</p><p>据透露，方案服务业务将在新财年以擎天AI为引擎，构建Token Hub（词元中枢）。其通过对多平台、多模型Token的统一接入、调度和管理，为客户提供高价值、高可靠、低成本的Token服务。此外，针对各行业需要落地的AI场景，方案服务业务还将不断推动创新，包括企业级Claw（龙虾）解决方案、全栈的智算中心（AIDC）服务等。（青云）</p></section><img src='/image/153587-0' alt='联想中国基础设施业务凭四大优势“突围”：上财年第四季度增长近1.2倍'></div>
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