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联想(00992.HK)疫後PC需求续增 冀第二财季手机业务现金流达收支平衡
阿思达克 08-18 09:10
联想(00992.HK)首席财务官黄伟明接受电话访问时表示,疫情期间PC需求不跌反升,相信是受惠在家工作等的需求,相信疫情过後PC需求亦会稳定增加,主要因为部分成熟市场的大型企业均考虑今年底或明年中才复工,而回归办公室後亦要考虑重新安排工作环境,例如是确保员工保持社交距离等,故亦会考虑安排部分员工在家工作,或透过科技提升生产力等。

他透露,欧美国家疫情突如其来,故很多学校需要为学生添置Chromebook作线上教育,带动了相关产品的销情及解决方案的增长,加上欧美国家很多家庭都有多於一个小孩,考虑到学习需要及疫情持续,PC需求仍强劲。他指出除欧美市场外日本亦有较大机遇,因为当地将推「GIGASCHOOL」计划助学校推「一人一电脑」,估计涉及700万台设备。

他认为疫情加快了企业的数码化转型,对未来业务看法乐观,留意到现时部分客户反映进入疫後「新常态」有新的需求,例如是监测体温及访客的解决方案等,现时服务及解决方案的收入占比仅8%,但按年增长近四成至10亿美元,估计亦会继续呈上升趋势。

而在手机业务方面,虽然首财季现金流层面仍未达收支平衡,主要因为位於武汉的厂房於3月底才复工,而4-6月份主要市场仍未复苏,但展望北美及拉美市场已由低位回升,加上在西欧增长亦较快,料第二财季现金流达收支平衡的可能性很大,之後期望可逐步达至盈利。(el/k) ~

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