Many manufacturers have released new AIPC products in a concentrated manner. The PC industry chain is expected to continue to benefit

① Lenovo will release new YOGA 2025 series products on February 25, and Xiaomi will release Redmi Book Pro 16 2025 on February 27, positioning it as a “professional office notebook in the AI era.”
② Guotai Junan Shudi believes that with the explosion of demand for higher-specification local model deployment, AIPC shipments are expected to grow rapidly, while driving the overall PC industry to upgrade to the mid-to-high-end.

Lenovo will release new products in the YOGA 2025 series on February 25, including the YOGA Air 14 Aura AI Yuan Kai, YOGA 360 14 Aura AI Yuan Kai, YOGA 360 14 AI Yuan Kai, YOGA Air X AI Yuan Kai, YOGA Book 9i AI Yuan Kai notebook, as well as YOGA Air 32, YOGA 27 all-in-one computer and other models. Xiaomi will release Redmi Book Pro 16 2025 on February 27, positioning itself as a “professional office notebook in the AI era” and launching the “Xiaomi AI PC Engine” to support file transfer between Apple devices.

From Microsoft to Qualcomm, technology companies are setting off a marketing boom for new types of computers. They are naming them “AI PCs” and promising that their notebooks and desktops will have built-in artificial intelligence features. Guotai Junan Shudi believes that with the explosion of demand for higher-specification local model deployment, AIPC shipments are expected to grow rapidly, while driving the overall PC industry to upgrade to the mid-to-high-end. In the AIPC era, terminal manufacturers have strengthened their say, and the volume and price of core components have increased.

According to the Cailian theme library, among the relevant listed companies:

Yingli StockDeeply delving into the field of structural parts modules and precision molds for consumer electronics products, notebook computer structural parts products can be fully applied to AI PCs.

Everbright TongchuangIt is a scarce supplier of carbon fiber structural parts for consumer electronics in China. The company said that AI technology promotes continuous innovation in personal computers, and in the face of this market development trend, the company is actively exploring product application areas.

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