聯想(00992.HK)疫後PC需求續增 冀第二財季手機業務現金流達收支平衡
聯想(00992.HK)首席財務官黃偉明接受電話訪問時表示,疫情期間PC需求不跌反升,相信是受惠在家工作等的需求,相信疫情過後PC需求亦會穩定增加,主要因為部分成熟市場的大型企業均考慮今年底或明年中才復工,而回歸辦公室後亦要考慮重新安排工作環境,例如是確保員工保持社交距離等,故亦會考慮安排部分員工在家工作,或透過科技提升生產力等。
他透露,歐美國家疫情突如其來,故很多學校需要為學生添置Chromebook作線上教育,帶動了相關產品的銷情及解決方案的增長,加上歐美國家很多家庭都有多於一個小孩,考慮到學習需要及疫情持續,PC需求仍強勁。他指出除歐美市場外日本亦有較大機遇,因為當地將推「GIGASCHOOL」計劃助學校推「一人一電腦」,估計涉及700萬台設備。
他認為疫情加快了企業的數碼化轉型,對未來業務看法樂觀,留意到現時部分客戶反映進入疫後「新常態」有新的需求,例如是監測體溫及訪客的解決方案等,現時服務及解決方案的收入佔比僅8%,但按年增長近四成至10億美元,估計亦會繼續呈上升趨勢。
而在手機業務方面,雖然首財季現金流層面仍未達收支平衡,主要因為位於武漢的廠房於3月底才復工,而4-6月份主要市場仍未復甦,但展望北美及拉美市場已由低位回升,加上在西歐增長亦較快,料第二財季現金流達收支平衡的可能性很大,之後期望可逐步達至盈利。(el/k) ~
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