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联想集团(00992.HK):晶片荒料持续12至18个月 有信心增长势头可持续
阿思达克 05-27 17:35
联想集团(00992.HK)主席杨元庆出席业绩电话会议时指,虽然部分地方经济自疫情重启,但在疫情下人们的生活习惯已改变,有别於以前每个家庭仅需一部电脑,以在家学习为例,假如有三个小孩就需要三个设备,同时由於用户在电脑等所花的时间增加,亦更愿意投资在设备上。

他透露现时零部件短缺情况主要在於晶片,料情况仍会持续12至18个月,相信是由於来自电动车等的市场需求增长大过预期,不过他有信心公司仍可跑赢大市及主要竞争对手,因为联想集团有较强的供应链及独特的经营模式,故有信心增长势头可持续。

首席营运官Gianfranco Lanci补充,由於增加晶片产能亦最少需要12至18个月,故短期内市场无法解决晶片短缺的问题,强调公司一直有寻找机会建立库存,确保可向客户交货并维持厂房营运,有信心未来毛利率等的表现可维持。

针对近日印度疫情反覆,而联想集团在当地亦有厂房,管理层透露有小心管控相关状况,确保员工安全并维持生产,暂时未受到影响,未来会继续密切监察印度、巴西及墨西哥等地的疫情状况。

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