聯想集團(00992.HK)中期純利勁升87%至9.78億美元再創紀錄 中期息8港仙
格隆匯11月4日丨聯想集團(00992.HK)公佈2021/22年財政年度中期業績。截至2021年9月30日止6個月,集團實現了創紀錄的權益持有人應占溢利,同比增長87%至9.78億美元,同時其收入增長25%至348億美元。得益於核心業務優勢的推動,集團淨利潤率創造了一個新的里程碑,達2.8%。集團毛利同比增長36%,毛利率同比增長134個基點至16.8%。
集團業績創造記錄,不僅得益於其核心的產品業務,還得益於其快速增長的服務業務。從業務集團來看,由於三個業務部門收入均實現兩位數的強勁增長,方案服務業務集團的收入同比增長33%至25億美元。其經營溢利增長41%至5.48億美元,經營溢利率同比增長1.1個百分點至21.5%。
智能設備業務集團在收入增長24%的基礎上,將其經營溢利同比提升了38%。作為企業支出回暖的主要受益者,商用電腦業務成為一大亮點,收入同比增長超過20%。得益於對輕薄本、工作站和高端Yoga系列產品等高增長和高端產品的旺盛需求,該業務集團的平均單價同比增長了兩位數。在美國和歐洲市場出色表現的推動下,智能設備業務集團的智能手機業務收入實現43%的年增長。
在回顧期內,基礎設施方案業務集團再次實現了創紀錄的業績,並將虧損同比收窄7,300萬美元。基礎設施方案業務集團是數字化轉型驅動下的”新IT“趨勢的另一個重要受益者。在雲服務IT基礎設施業務(CSP)部門和中小型企業IT基礎設施業務(ESMB)部門強勁的業績表現推動下,其收入同比增長了24%。
在回顧期內,集團在戰略投資上的公允值收益達1.11億美元。其變動包括新一輪投資後持有未上市公司的重估收益(損失)和持有的上市公司股票按市值計價的收益(損失)。
現金流強勁,經營活動現金流同比增加9.20億美元,超過20億美元。董事會宣派中期股息每股8.0港仙。
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