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《大行报告》里昂引述联想集团(00992.HK)冀将中国服务预订收入三年内倍升 目标收入21亿美元
阿思达克 03-30 11:59
联想集团(00992.HK)今早股价抽上,盘中曾高见11.36元一度抢高13.1%。里昂发表告表示,参与了联想集团举行上投资者日,主要讨论了中国对资讯科技(IT)支出及联想集团的相关机遇,联想集团料中国总体资讯科技支出,会由2019年的670亿美元,提升2024年1,290亿美元,复合增长率达14%,受内地政府推动下,估计非硬件类支出比重持续上升。

该行相信联想集团可藉自身的中国市场基因、外国经验可以很好地作为桥梁,并从以受益,该行重申对联想集团「买入」评级,目标价为16.3港元。

里昂指,联想集团的IT设备(PC,HPC和数据中心)和托管服务(DaaS(数据即服务)和Truscale(订制产品))中的领先地位是显而易见的优势。外国血统或经验(来自IBM的收购,与Redhat,VMware,SAP,Microsoft等的合作)使它轻易地成为中国企业走向海外的着名合作夥伴。此外,公司的中国基因及其中国内地业务本地化战略,直接增加了与中国的外国公司架起桥梁并赢得政府信任的信誉。联想在中国的服务预订收入在2020/2021财年达到10亿美元,利润率为12%,该公司计划在未来三年内以15%的利润率将这一数字翻一番,达到21亿美元。(wl/u)

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