聯想集團(00992.HK):企業需求反彈續看好設備需求等 零部件短缺情況料上半年將持續
聯想集團(00992.HK)主席楊元慶出席網上業績發布會時表示,行業面對的零部件短缺問題主要是因為需求強勁所導致,疫情下市場轉向「一人一電腦」或「一人一平板」,而換機週期亦有所縮短,估計今年上半年在晶片、顯示等方面供應短缺情況將持續,但公司估計其業務仍會繼續有增長,亦有建立庫存等應對。
他續指,對內地業務看法樂觀,認為中國自疫情復甦、市民生活逐步回復正常,看好當地經濟增長強勁,而公司在當地PC及平板市場增長亦較強,認為在家工作、學習及娛樂等已成為消費者的習慣,並將帶動PC及平板的需求。
首席營運官Gianfranco Lanci透露,疫情席捲全球對企業需求帶來影響,第二、三季留意到企業需求有所下滑,不過在消費者及SMB業務方面的需求亦強勁,而近期留意到企業需求出現反彈,認為相關市場正在復甦,至少在聯想的層面需求正重現,亦正建立訂單等。主席楊元慶補充,企業層面不僅設備方面有復甦,在基建方面亦有反彈,故對未來的季度及未來一年看法樂觀。
Gianfranco Lanci指出,公司在MBG業務方面表現良好,主要因為其產品組合理想,在美國市場發展亦較快,他認為內地品牌等較少在美國市場發展,反而更多聚焦在歐洲市場,強調聯想有較強的夥伴及關係,另外亦留意到部份競爭對手正退出歐美市場,對公司而言屬好的發展機遇,相信MBG業務有望表現更強。(el/k) ~
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