《公司访问》联想(00992.HK):目标云服务最快财年第三季达收支平衡 有信心数码化需求续带动增长
联想(00992.HK)首席财务官黄伟明接受电话访问时表示,集团成立方案服务业务并积极扩张相关业务,他指出客户购买设备後会进一步了解客户需要甚麽服务,认为相关业务属高增长业务,除受疫情带动外其需求及服务转变亦很快,现时服务方面增长约为主营业务的两倍,加上服务的利润较高,故亦是过去数季公司收入增长等的原因之一。另一方面公司亦有为客户提供按用量付费的设备及解决方案服务,认为在经济存在不确定性的情况下,企业特别是中小企未必想作较大资本投资,故这种方式更能捕捉到客户数码化转型需求。
而在云服务方面他期望本财年增长可高於同业,而随着全球智能化,相关盈利及需求增长亦较快,期望其经营改善可反映在财务表现上,目标第三、四季可达到收支平衡水平。
他指出中国自疫情复苏後业务表现强劲,有信心亚太、美洲等地自疫情复苏後增长亦会较快,他举例指美国疫苗接种比率较高,加上很多地方已复课,而英国亦陆续自疫情复苏,认为商业机构亦进入新常态,对数码化需求逐步增加。他认为疫情後很多企业及机构亦寻求数码化转型,期望靠科技提升效率等,故料未来增长将持续。在消费者层面,除了受惠用户要求「一人一电脑」外,用家对电脑的速度、要求亦有所提升,带动了数码化需求及缩短了换机周期。
针对零件短缺问题,他指出情况在行内经常发生,有时是记忆体、显示屏,有时候则缺晶片等,现时晶片短缺主要因为全球智能化趋势持续,所以对晶片有较大需求,加上疫情初期供应商不敢扩张产能致现时出现缺货情况。他强调公司在采购及营运方面亦具优势,现时有50-60%的产品是自行生产,故可直接与供应商对话,加上联想供应链效率较高,并追求「Just in time delivery」,确保零件供应可尽快用於设备上。他预期零件短缺情况将持续12-18个月,不过公司效率较高,加上与上游供应商关系较好,故表现亦优於同业。
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