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聯想集團(00992.HK):在家工作學習將成為長期需求
阿思達克 05-20 12:33
聯想集團(00992.HK)董事長楊元慶表示,疫情刺激電腦及智能設備需求,截至今年3月底止年度個人電腦和智能設備業務良好,推動整體毛利率增長2.1個百分點至16.5%,相信在家工作及網上學習將在未來成為新常態,同時看好雲基礎設施、軟件和服務業務,亦會尋找電子商務及5G技術的發展機遇。

對於去年第四季收入按年下跌10%、純利跌64%,首席財務官黃偉明指表示,疫情爆發顯著打擊業務,國內工廠停業數周至數個月,生產計劃全面受阻,認為收入僅跌10%已比預期中表現較好,至於純利跌幅較大則是因為期內收入減少但開支仍然存在所致。

他續指,目前內地的產能已全面恢復,並已增聘員工加快生產步伐,預期個人及平板電腦需求仍然強勁,供應鏈問題將逐步回復正常,又透露目前新產品發布計劃未有受疫情影響而延期。

市場目前面對處理器缺貨的情況,首席營運官Gianfranco Lanci強調聯想已與供應商協調,未有受到影響。

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