聯想集團(00992.HK)中期純利升8%至11億美元再創紀錄 研發費用同增13%
格隆匯11月3日丨聯想集團(00992.HK)公佈2022/23年財政年度中期業績,截至2022年9月30日止半年度,聯想(集團)在匯率波動、全球通脹飆升、消費意欲低迷以及地緣政治不穩定等市場挑戰加劇的情況下,表現依然穩定。儘管收入同比下跌2%至340億美元,權益持有人應占溢利仍增長8%至創紀錄的11億美元。撇除匯率影響,銷售則增長4%。
面對經濟逆風,提升盈利能力仍為集團優先的中期財務目標。得益於強勁的經營溢利率和較低的税率,淨利潤率同比增長29個基點至過去15年來最高的中期業績水平,在實現淨溢利率翻倍的目標上再進一步。溢利率在市場動盪時依然大幅改善,證明集團擁有強大和卓越的運營和增長能力。
憑藉基礎設施方案業務集團及方案服務業務集團的優勢,其業務集團的收入及溢利均創新高,收入均同比增長24-25%。得益於全球數字化轉型週期的彈性及新IT需求的出現,這兩個業務保持穩定增長軌跡,助集團渡過經濟低迷時期。非個人電腦業務(包括智能手機)的收入貢獻增加至集團總收入的37%,於回顧期內同比上升11%。智能設備業務集團的收入同比下降7%,主要由於匯率空前波動以及某些業務需求疲軟和存貨控制所致。
研發費用同比增長13%,以推動各增長引擎、支持業務轉型及ESG(環境、社會和管治)舉措。這些戰略重點將使集團有能力應對日益加劇的需求變動及靈活地滿足客户對科技硬件以外的需求。成本管理獲得改善,其他經營費用項目合共下跌8%。
淨現金保持強勁,以現金減借款計量,淨現金達11億美元,同比增長11億美元。集團的綠色債券已正式加入彭博MSCI綠色債券指數,這是ESG固定收益基金的主要全球基準。集團亦成功入選2022年恆生企業可持續發展指數,在資訊科技行業中得分最高,連續第二年獲得AA+評級。今年,集團的收入在財富世界500強所有科技公司中排名第14位,比上一年攀升一位。
董事會宣佈派發截至2022年9月30日止6個月的中期股息每股8港仙,合共約1.236億美元,將分派予於2022年11月29日(星期二)登記在公司股東登記冊的股東。該項中期股息將於2022年12月9日(星期五)派付。
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