聯想(00992.HK):非常有信心未來業績會改善並跑贏市場表現
聯想集團(00992.HK)截至9月底止第二財季營業額按年下跌15.6%,淨利潤按年跌53.9%。執行副總裁兼集團首席財務官黃偉明解釋,期內業績下跌主要是受到宏觀環境表現不佳所拖累,強調集團業績已實現按季持續改善,營業額重回1,000億元人民幣以上,連續第二個季度錄得按季增長,並較過去十年平均增長水平高,相信下半財年會見到復甦。
他指出,集團致力提升淨利潤率的目標仍然未變,雖然未能就收入及盈利增長作出預測,但有信心未來業績改善幅度將跑贏市場表現,同時預期渠道庫存水平健康,經營溢利率可望提升。
董事長兼首席執行官楊元慶透露,聯想明年會如期推出AI PC,並會繼續投資技術創新,利用生成式人工智能加速打造新一代人工智能終端設備,又形容路並非一日內建成,而聯想早於多年前已在AI及創新科技上佈局,強調在行業變革中處於有利地位置,目前已經擁有全景式人工智能產品管線。
楊元慶認為,PC及手機等設備產品方面已見到復甦,集團有信心很快可恢復增長,至於基礎設施市場預期短期內仍面對挑戰。執行副總裁兼智能設備業務集團(IDG)總裁Luca Rossi補充,行業即將迎來「設備新時代」,透露AI PC將是更智能、更快及更具安全性與私隱度的產品,聯想將於明年下半年至2025年會陸續推出更多相關產品。
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