联想控股2023中期报告

263237383942444684 2023 • 202370.873%3.5%3.816305231272115747850 • AIAIAIAIAI150AI-ready7070AIAI PCAIAIAIAIAIAISoCAPIAI200AIAI • 9Gartner2582023451571515120CEO1554111 • 2050ICTICTEVAPPCN50 201,28615%66869%PC •0992.HK ••• •202342%70AIAIAIAIAIESG • •3,07647%66162%44113.63%154%A2P-1A-A-2 •39%15,549239 199,27915%1,73339% 50020236 3032.12% 202342%70AIAIAIAIAIESGMSCIESGAAA2023Gartner252023 19%177,40726%67%65036%361 (IDG) 10Razr5G 20235G (ISG) ODM+AIGPU AIAI70AI150AI AI96% AIODM+ (SSG) IT23426%4814%20% SSG ITIPXX-as-a-ServiceXaaS 003022.SZ20236 3051.77% (1)20EVA30PO5PPCEVA (2) (3) EVAEVA2023EVA33%PPMTOEO0.3MPa EVA 77617815830514223176 500500500300 3,24728%18330% 185620236 3089.98% 2023 (ESG)ESG20225 •1.0320226,8003,40050%•202243544120222101966.8%202216516412•2023613.63%154%•20236A2P-1A-A-2 20236 3081.72% 50% KB Food300268.SZAustralis Seafoods S.A. 15,54939% (1) 50%20236 3039.46% 20236 3063.78% (2) 20236 3046.08% KB Food20236 30KB Food 100% (3) AI20236 3040.81% •••300613.SZ•300773.SZ•601156.SH••••••• 2,0115%405 20236 30TMTTMT800202363038.20 12TMT41 20236 30106 2008TMT 20236 3045300face++AxonicsHiFiBiO 103010 202020236 3015.77% SoC AEC-Q100ISO-26262 3 20236 3026.14% 2.2714.73%AI+ 20236 3014.29% 21720229Freightosthe cargo.one ++20236 3094.62% 20237 14IPO6,0006812IPO 20GWN5GW528 20236 3090.31% 12,5264,000ESG68202250 20236 30 CTAToB 20236 3058% 1020236 20236 3013.11% 2023 202363026.05% 20236 3019026164201,887 4 A/B/C(LEED)20236 3094%117.8 AB C2100190205120572053 20226 3062,92920236 3064,663 20226 30672120236 306170 20236 304,63126 20236 3069,49129%11%17%25%1%17%202212 3184,40322%16%23%26%1%12% 20236 3048%202212 3147%33%2022123134%19%2022 12 3119%55%202212 3158%45%202212 3142% 202212 31113.63%1 202212 31 20236 30236202212 3121321202212 3130 20236 3069202212 31101 20236 3016202212 31170.8202212 310.8 (i)(ii) 20236 30202212 3195100 20236 30620226 306 20236 3092,165 20227 620234 1955,984,24016.25909.6820234 19 3.21 13.51B (1) 003022.SZ20234 2120234 26 000157.SZ1157.HK20236 29 000046.SZ20236 26 20236 30XVXV7835210 (i) (i)20236 301,271,853,990H1,084,376,910(ii)20236 302,356,230,900(iii)20196 13201920211 12025123116.85620194 18 (ii) (a)3,086,300580,899(b)1,757,2802,661,447(c)20236 3012,128,130,291 20236 30XV23336 (1)20236 30H20236 30H1,271,853,9901,084,376,910(2)20236 302,356,230,900(3)480,000,000H(4)98%273,480,000(5)93,813,000H XV33620236 30 20236 30 20236 30 1. 19841120142 1823.56H20156 29 21171701 (a)(b)(c)(d) 2. 20236 30634202212 31 3. 202212 31 3.1 20231 1 171281212 1220231 1 20231 112 127420221 1 202312 31 3. 3.2 20231 1 20231 1 4. 202212 31 5. 5.1 (a) (i) (ii) (iii) 5. 5.1 (b) 9 5. 5.1 (c) 202212 31 202212 31 5.2 1 21 3 5. 5.2 20236 30202212 31 5. 5.2 1 2 5. 5.2 33 4%29%20236 301,36420221%33%202212311,317 •••• 20236 30202212 31 3 5. 5.2 320236 30620226 306 5. 5.2 320236 30620226 306 6. 6. 6. 6. 6. 6. (a) 7. 8. 9. (i) 10. 25%16.5% 11. (i) (ii) 12. 13. 20236 30202212 313 20236 30202212 31 14. (i) 20236 30747202212 311,006 20236 30202212 31 15. 16. 16. 17. 18. (iii)2018DBJDBJFujitsu ClientComputing LimitedFCCL49%20236 3049% 19. 20. 20. (a) 20236 30202212 31 (b) 20. (c) (1)20193 3149%51%49%201899.31%99.31% 202112 2818.952.9739%20221 1090%10% 99.31%99.31%54485456,900 (2)201915.5 (i) 22. 23. 24. 24. (i) 20236 30202212 31 (a) 20236 30202212 317,7958,17120236 302022123195100 (b) 20236 30202212 311,2081,90820236 30202212 31 25. 20236 30620226 306 20236 29202212 310.20471 26. 27. (a) 20236 30620226 306 27. (b) (c) H 28161601 21171701 21171701 87006 www.legendholdings.com.cn 03396