聯想集團(00992.HK)對智能設備業務長期前景看法正面 稱商業市場需求強勁
聯想集團(00992.HK)高級副總裁、智能設備業務集團總裁Luca Rossi在全年業績電話會議上表示,對智能設備業務的長期前景看法大致正面,預期消費者需求及商業數碼化將是市場擴展的主要動力,其中商業市場有龐大設備替換需求,由於追求更佳體驗,消費者及商業市場的設備價格亦正提升。
他承認通脹及地緣政治等因素令消費者市場的智能設備需求有所轉弱,特別是低檔市場,但集團在高檔等市場仍有非常多機會。雖然近期內地工廠關閉等令供應受影響,但根據集團的客戶調查,商業市場對設備的需求仍然強勁,未見有放緩情況。
另外,集團主席及行政總裁楊元慶則指,對電腦設備前景感樂觀,相信高檔化可推動收入增長。即使內地疫情及全球通脹等因素的確帶來影響,但集團在西方商業市場仍然錄得增長。再者,雖然早前內地封城,但員工在家工作亦帶來需求,相信未來業務會繼續增長。
他又提到,疫情造成物流受阻等問題,令供應鏈短缺一段時間,電腦及智能手機設備供應鏈因而受到嚴重影響,但集團對疫情已有應對經驗,近日上海等地亦已開始放寬防疫措施,且市場對設備需求仍然非常強勁。
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