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聯想(00992.HK):方案服務將成增長動力 中期目標冀淨利潤率增
阿思達克 08-16 08:50
聯想集團(00992.HK)首席財務官黃偉明接受訪問時表示,中期而言希望可提升公司盈利及盈利質量,冀淨利潤率可由上財年的2%擴大至4%,而相關增長動力主要在於方案服務業務集團(SSG),認為相關業務具戰略性。他形容聯想是硬件起家,但相信公司可利用技術助企業提升經營效率,同時技術應用服務具黏性高、難被替代的特色,料可成增長引擎。 出席同一場合的方案服務業務集團總裁黃健恆指出,公司的「新IT」概念可帶來很多新機遇,其中SSG主要負責解決方案和服務,認為整個IT市場規模達1萬億美元,當中分為多個板塊,而「即服務」(As a service)的業務增長相對快,三年年複合增長達40-50%。他認為聯想在服務市場中有龐大商機,除可為現有硬件提供支援服務外,亦可提供項目解決方案及行業解決方案等,相關業務的增長及盈利能力均高於集團平均值。 黃健恆舉例指公司其中一個客戶為外賣平台,過往亦有向客戶銷售平板、手機及手提電腦,而疫情爆發初期客戶錄爆發性增長,有很多餐廳想加入惟平台無法應付,於是聯想與客戶洽商,除在裝置上預裝其App及安排送貨往餐廳夥伴外,亦為餐廳提供指導,之後即使有困難亦可致電聯想的熱線中心查詢。他指出服務主要是將聯想內部能力延伸出去,包括是熱線中心及工程人員等,而模式是可複製的,以「即服務」的方式助客戶解決困難、提供價值,形容相關服務黏度高,並且是基於現有的競爭優勢發展。 他又舉例指其中一個客戶為四大會計師行之一,由於其資本投資視乎接到多少生意,所以需要更大靈活性,因此聯想為該客戶提供按用量付費的服務,包括是提供客戶所需的硬件及軟件,同時處理安裝、數據轉移、綠色棄置等工作,此外亦會為客戶提供10-15%的彈性,按需要加減電腦等。他又透露公司也有提供零售業的解決方案,並即將在香港看到不少零售點出現聯想的科技,包括是自助收銀機等,另外公司亦有為客戶提供零售點管理服務,助處理收銀機、網絡、WiFi等一站式IT解決方案。 黃健恆指出未來冀加大研發投資,提升競爭力,有信心投資可產生合理回報,而SSG中期目標是維持雙位數收入增長及高於公司平均的盈利率。(el/k) ~
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