Lenovo announces transformation into an AI-native company. The Huaxia Artificial Intelligence ETF (515070) holdings include Lancai Technology, which rose by 1.41%.

April 2 early trading, China’s A-share three major indexes opened lower across the board, while the artificial intelligence sector saw choppy trading with a downward drift. As of 10:00, the Xia AI ETF Huaxia (515070) was down 1.28%, with top gainers among its holdings including澜起科技, 光迅科技, 北京君正, and others. Trading on the exchange was active, and the Xia AI ETF Huaxia (515070) currently had intraday trading volume exceeding RMB 43 million.

On the news front, Lenovo Group held a swearing-in conference for its fiscal year 2026/27. Chairman and CEO Yang Yuanqing announced that Lenovo plans to achieve annual revenue of over $100 billion within two years, and will fully transition into an AI-native company. Yang Yuanqing said that revenue from AI-related businesses has already doubled year over year; it now accounts for one-third of total revenue, officially becoming a core pillar driving the company’s growth. This strategic transformation emphasizes that artificial intelligence is no longer an add-on to products, but a fundamental rebuild of everything from underlying design to business processes. Lenovo has defined this fiscal year as the “AI delivery” year, aiming to establish its leading position in the field of hybrid AI by deploying personal intelligence and enterprise intelligence products.

An analysis by Aijian Securities points out that model connectivity and the building of an open ecosystem have become the industry’s core development directions. Leading vendors may either bind themselves to their own ecosystems or build an open model interaction system, with competition in the industry shifting from hardware showdowns to a comprehensive contest of “hardware + AI + ecosystem.”

The Xia AI ETF Huaxia (515070) tracks the CS Artificial Intelligence Theme Index (930713). The component stocks are selected to provide technology, basic resources, and application-side individual stocks for artificial intelligence. It focuses on the midstream of the artificial intelligence industrial chain, commonly known as “robot” brain “creators,” and the “foundation” for everything to be interconnected. The top ten weight stocks include 中际旭创, 新易盛, 寒武纪-U, 中科曙光, 科大讯飞, 豪威集团, 海康威视, 澜起科技, 金山办公, 紫光股份, and others.

Related products: Xia AI ETF Huaxia (515070), Huaxia CSI Artificial Intelligence Theme ETF Connect A (008585), Huaxia CSI Artificial Intelligence Theme ETF Connect C (008586)

Daily Economic News

(Editor: 董萍萍)

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