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联想集团(00992.HK):冀争取科创板尽快上市 料将投资云基建及新IT等
阿思达克 02-08 08:47
联想集团(00992.HK)首席财务官黄伟明在电话访问中指出,疫情新常态下估计在家工作等的趋势将持续,对後台、云服务及基建等亦有正面影响,而公司透过服务带动的转型过去数季亦陆续有成绩,成立方案服务业务集团後料更聚焦相关发展,续投资冀加大增长。他认为服务业务的利润较设备高,而受惠市场需求强劲,上季相关收入增长逾三成,贡献集团约8-9%左右,一般利润亦是设备最少一倍,有助改善整体利润表现。

他指出,公司在科创板上市已於股东会上获通过,之後会安排董事、高级管理层培训、撰写招股书及监管机构审批等,之前公布时期望可半年内完成,如情况许可希望争取尽快上市。他指出公司是出身於中国的企业,惟内地投资者只能透过互联互通购买其股份,加上考虑到中国在5G、科技升级等商机庞大,冀集资在云基建、新IT方面的投资,认为内地市场估值及股价等或较香港好。

他指出现时零部件市场存在供求不平衡,上季如果不受供应困扰生意应好10-20%,但强调集团有不同应对方式,包括是预先采购等,加上其供应链能力较强,并拥有自己的生产基地,故即使最後阶段取得零部件亦能赶及生产,而旗下供应链团队料今年首季仍面对供求问题,料到年中後应回复平衡。(el/w) ~

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