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聯想(00992.HK)楊元慶:美國芯片新禁令對業務無顯着影響 整體供應有改善
阿思達克 11-03 16:50
聯想集團(00992.HK)董事長兼CEO楊元慶表示,美國商務部上月發佈一系列先進半導體芯片限制措施,新禁令對公司業務未見顯着影響,又指截至9月底止季度芯片整體供應較上半年有改善,當中電腦產品供應短缺情況得以緩解,而部分ISG產品及低端智能手機則仍受影響。 市場傳出各大型科技企業都有削減開支及裁員計劃,他表示聯想是重視經營效率的公司,將專注於提升業務競爭力及盈利能力,會好好控制資源運用,在增長較快的業務領域會持續投資,於放緩的市場則會小心處理預算,上半財年資本性支出按年升38%至7.7億美元。 9月底止中期集團銷售額受到匯率波動所影響,首席財務官黃偉明指出,期內盈利能力依然穩定,已做好充分措施對衝相關影響,因此最終受到影響幅度較少。 集團曾訂立中期淨利潤率目標,期望未來幾年淨利潤率翻倍至4%。而截至9月底止季度淨利潤增長提升至3.2%。楊元慶重申維持淨利潤率翻倍承諾,認爲集團能較好地應對市場波動,是因爲幾年前已開始培養多元化增長引擎,雖然在通脹升溫下歐美等成熟市場需求有下降,但各項業務仍表現穩健,有信心市場放緩的時候仍可捕捉增長機會。
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