杨元庆:联想部分厂房已复工 冀下月底前回复100%产能
联想集团(00992.HK)主席杨元庆在业绩电话会议上指,新型冠状病毒疫情为内地生产带来影响,但公司的厂房是内地最早复工之一,加上过往全球化布局其他地区的厂房亦维持营运,未来将与供应链夥伴紧密合作以回复正常营运。
杨元庆指出,疫情爆发除了令厂房延迟开工外,即使厂房重开亦未有足够员工返回工作岗位,而复产亦面对零部件短缺问题,但对未来看法乐观,除武汉及成都的厂房外,大部分内地厂房已重开,公司亦有措施鼓励员工尽快到岗,期望在下月底前可回复100%产能。他续指公司於印度、墨西哥及巴西等地亦有厂房可生产PC及数据中心产品等。
他指出短期中国的需求虽会受到影响,但认为仍有其他机遇及新的业务模式,包括是在家工作、电商及线上教学等的新应用,而全球其他地区的需求仍然强劲,故对PC行业看法仍乐观。
首席财务官黄伟明补充,疫情短期将带来波动,并影响到内地的需求及供应链,由於情况仍在转变当中故暂较难评估其财务影响。而首席营运官Gianfranco Lanci指出,CPU供应情况暂见有改善,不过仍未回到正常水平,认为情况在今季及之後的季度亦将存在。(el/a) ~
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