聯想(00992.HK):CDR上市按程序進行 企業PC需求非常強勁
聯想集團(00992.HK)首席財務官黃偉明出席業績電話會議時表示,針對公司建議發行中國存託憑證(CDR)於內地科創板上市,聯想正跟隨內地監管機構提出的程序,認爲有好的進展,並已完成部分裏程碑,不過仍需要安排管理層、董事進行上市輔導、考試,以及由財務和法律顧問提交所需文件等,強調將按程序申請上市,如有消息會再作公告。
首席執行官楊元慶透露,公司未來研發投資將聚焦「新IT」如雲、網絡等,同時亦會投資於非PC業務及內部數碼化轉型等,計劃未來三年研發開支將翻倍,並帶動毛利率及盈利能力水平。
管理層亦指出,留意到PC方面企業需求非常強勁,除了大型企業外,中小企需求亦較強,相信是企業明白數碼化趨勢無人可免疫,認爲對聯想而言屬利好,因爲公司在企業領域具領導地位。針對Chromebook需求減少,管理層認同相關需求有所放慢,不過對教育市場及在家學習看法非常正面,認爲相關市場滲透率過低,相信只是短期受季節性因素影響,同時亦強調Chromebook僅貢獻收入少於5%,公司會藉零件優勢帶動高端產品表現。
針對芯片短缺問題,首席營運官Gianfranco Lanci指出,短缺主要是來自IC,認爲情況已持續三至四季,未見有顯着轉差但亦未有明顯改善,故要學習與這個情況共存,料短缺將持續至最少明年中。不過他強調公司相對競爭對手能更好應對短缺問題,同時聯想業務模式亦較理想,因爲公司有近半PC都是出自旗下工廠,所以彈性相對其他同業高。他續指爲應對零件短缺公司有提升庫存水平,只要零件一有供應就可加快生產。(el/u) ~
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