联想集团(00992.HK):在家工作学习将成为长期需求
联想集团(00992.HK)董事长杨元庆表示,疫情刺激电脑及智能设备需求,截至今年3月底止年度个人电脑和智能设备业务良好,推动整体毛利率增长2.1个百分点至16.5%,相信在家工作及网上学习将在未来成为新常态,同时看好云基础设施、软件和服务业务,亦会寻找电子商务及5G技术的发展机遇。
对於去年第四季收入按年下跌10%、纯利跌64%,首席财务官黄伟明指表示,疫情爆发显着打击业务,国内工厂停业数周至数个月,生产计划全面受阻,认为收入仅跌10%已比预期中表现较好,至於纯利跌幅较大则是因为期内收入减少但开支仍然存在所致。
他续指,目前内地的产能已全面恢复,并已增聘员工加快生产步伐,预期个人及平板电脑需求仍然强劲,供应链问题将逐步回复正常,又透露目前新产品发布计划未有受疫情影响而延期。
市场目前面对处理器缺货的情况,首席营运官Gianfranco Lanci强调联想已与供应商协调,未有受到影响。
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