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聯想集團(00992.HK):晶片荒料持續12至18個月 有信心增長勢頭可持續
阿思達克 05-27 17:35
聯想集團(00992.HK)主席楊元慶出席業績電話會議時指,雖然部分地方經濟自疫情重啟,但在疫情下人們的生活習慣已改變,有別於以前每個家庭僅需一部電腦,以在家學習為例,假如有三個小孩就需要三個設備,同時由於用戶在電腦等所花的時間增加,亦更願意投資在設備上。

他透露現時零部件短缺情況主要在於晶片,料情況仍會持續12至18個月,相信是由於來自電動車等的市場需求增長大過預期,不過他有信心公司仍可跑贏大市及主要競爭對手,因為聯想集團有較強的供應鏈及獨特的經營模式,故有信心增長勢頭可持續。

首席營運官Gianfranco Lanci補充,由於增加晶片產能亦最少需要12至18個月,故短期內市場無法解決晶片短缺的問題,強調公司一直有尋找機會建立庫存,確保可向客戶交貨並維持廠房營運,有信心未來毛利率等的表現可維持。

針對近日印度疫情反覆,而聯想集團在當地亦有廠房,管理層透露有小心管控相關狀況,確保員工安全並維持生產,暫時未受到影響,未來會繼續密切監察印度、巴西及墨西哥等地的疫情狀況。

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