《大行報告》里昂引述聯想集團(00992.HK)冀將中國服務預訂收入三年內倍升 目標收入21億美元
聯想集團(00992.HK)今早股價抽上,盤中曾高見11.36元一度搶高13.1%。里昂發表告表示,參與了聯想集團舉行上投資者日,主要討論了中國對資訊科技(IT)支出及聯想集團的相關機遇,聯想集團料中國總體資訊科技支出,會由2019年的670億美元,提升2024年1,290億美元,複合增長率達14%,受內地政府推動下,估計非硬件類支出比重持續上升。
該行相信聯想集團可藉自身的中國市場基因、外國經驗可以很好地作為橋樑,並從以受益,該行重申對聯想集團「買入」評級,目標價為16.3港元。
里昂指,聯想集團的IT設備(PC,HPC和數據中心)和託管服務(DaaS(數據即服務)和Truscale(訂制產品))中的領先地位是顯而易見的優勢。外國血統或經驗(來自IBM的收購,與Redhat,VMware,SAP,Microsoft等的合作)使它輕易地成為中國企業走向海外的著名合作夥伴。此外,公司的中國基因及其中國內地業務本地化戰略,直接增加了與中國的外國公司架起橋樑並贏得政府信任的信譽。聯想在中國的服務預訂收入在2020/2021財年達到10億美元,利潤率為12%,該公司計劃在未來三年內以15%的利潤率將這一數字翻一番,達到21億美元。(wl/u)
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