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《藍籌業績》聯想集團(00992.HK)首財季純利1.77億美元跌65.8%
聯想集團(00992.HK)公布截至今年6月底止首財季業績,營業額129億美元(下同),按年跌23.9%,扣除匯率影響後下降22%。純利1.77億元,按年跌65.8%;每股盈利1.48仙。非香港財務報告準則下純利跌65.7%至1.91億元。 期內,方案服務業務集團收入升17.7%至17.13億元,經營溢利升9.7%至3.61億元,引領集團服務主導的轉型;其創紀錄的第一財季收入和利潤推動集團同期有史以來最高的毛利率。毛利率上升0.6百分點至17.5%。 受雲需求疲軟以及向下一代平台的過渡慢於預期的影響,基礎設施方案業務集團收入按年跌8.3%至19.14億元,經營虧損6,041.7萬元,去年同期溢利1,131.1萬元。儘管面對重重挑戰,該業務集團仍創下多項產品記錄,包括存儲領域錄得三位數增長,以及高性能計算、邊緣和軟件領域錄得雙位數強勁增長。 智能設備業務集團收入跌28.1%至102.61億元,經營溢利跌39.2%至6.5億元。在整個行業的挑戰下,清理渠道過剩庫存使收入年比年下降28%,但為2023年較後時間的銷售增長奠定基礎。 公司展望,集團的個人電腦業務在今年下半年穩步增長,已準備就緒實現按年復甦。由於圍繞個人電腦的數字生活日趨普及,全球個人電腦市場的整體潛在市場短期內將回到疫情前水平,長遠或在結構上保持高於疫情前的水平。 同時,商業升級週期和高端化的趨勢將推動智能設備業務集團實現超越市場的增長,此業務集團將通過加強混合辦公、遊戲、娛樂和ESG 設計的功能,引領全球設備創新水平,並將進一步投資,以在包括快速增長的配件和辦公協作解決方案的非個人電腦領域中取得勝利。其智能手機業務將專注於產品組合的擴張和差異化,以把握5G加速使用的優勢,推高區域市場的份額。
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