楊元慶:聯想部分廠房已復工 冀下月底前回復100%產能
聯想集團(00992.HK)主席楊元慶在業績電話會議上指,新型冠狀病毒疫情為內地生產帶來影響,但公司的廠房是內地最早復工之一,加上過往全球化布局其他地區的廠房亦維持營運,未來將與供應鏈夥伴緊密合作以回復正常營運。
楊元慶指出,疫情爆發除了令廠房延遲開工外,即使廠房重開亦未有足夠員工返回工作崗位,而復產亦面對零部件短缺問題,但對未來看法樂觀,除武漢及成都的廠房外,大部分內地廠房已重開,公司亦有措施鼓勵員工盡快到崗,期望在下月底前可回復100%產能。他續指公司於印度、墨西哥及巴西等地亦有廠房可生產PC及數據中心產品等。
他指出短期中國的需求雖會受到影響,但認為仍有其他機遇及新的業務模式,包括是在家工作、電商及線上教學等的新應用,而全球其他地區的需求仍然強勁,故對PC行業看法仍樂觀。
首席財務官黃偉明補充,疫情短期將帶來波動,並影響到內地的需求及供應鏈,由於情況仍在轉變當中故暫較難評估其財務影響。而首席營運官Gianfranco Lanci指出,CPU供應情況暫見有改善,不過仍未回到正常水平,認為情況在今季及之後的季度亦將存在。(el/a) ~
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