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联想集团(00992.HK):企业需求反弹续看好设备需求等 零部件短缺情况料上半年将持续
阿思达克 02-03 17:15
联想集团(00992.HK)主席杨元庆出席网上业绩发布会时表示,行业面对的零部件短缺问题主要是因为需求强劲所导致,疫情下市场转向「一人一电脑」或「一人一平板」,而换机周期亦有所缩短,估计今年上半年在晶片、显示等方面供应短缺情况将持续,但公司估计其业务仍会继续有增长,亦有建立库存等应对。

他续指,对内地业务看法乐观,认为中国自疫情复苏、市民生活逐步回复正常,看好当地经济增长强劲,而公司在当地PC及平板市场增长亦较强,认为在家工作、学习及娱乐等已成为消费者的习惯,并将带动PC及平板的需求。

首席营运官Gianfranco Lanci透露,疫情席卷全球对企业需求带来影响,第二、三季留意到企业需求有所下滑,不过在消费者及SMB业务方面的需求亦强劲,而近期留意到企业需求出现反弹,认为相关市场正在复苏,至少在联想的层面需求正重现,亦正建立订单等。主席杨元庆补充,企业层面不仅设备方面有复苏,在基建方面亦有反弹,故对未来的季度及未来一年看法乐观。

Gianfranco Lanci指出,公司在MBG业务方面表现良好,主要因为其产品组合理想,在美国市场发展亦较快,他认为内地品牌等较少在美国市场发展,反而更多聚焦在欧洲市场,强调联想有较强的夥伴及关系,另外亦留意到部份竞争对手正退出欧美市场,对公司而言属好的发展机遇,相信MBG业务有望表现更强。(el/k) ~

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