楊元慶:聯想集團(00992.HK)核心業務高度韌性 智能化轉型持續見效
聯想集團(00992.HK)已披露截至去年12月底止第三財季業績,公司董事長兼CEO楊元慶其後發視頻致辭表示,如公司所承諾,成功恢復整體營業額的按年增長,盈利水平也連續第二個季度實現按季提升,主要歸功於其核心業務的高度韌性,以及智能化轉型的持續見效。
他稱,公司的智能設備業務集團(IDG)業務已重回增長軌道,在個人電腦市場持續回暖的情況下,聯想的表現優於市場,不僅保持領先的盈利能力,而且恢復按年的增長,並且以顯著高於市場增速的出貨量,進一步鞏固其全球第一的地位,市場份額達到疫情以來的最高。
此外,他提及聯想的智能手機和平板電腦的銷量也雙雙實現遠超市場平均增速的雙位數的按年增長,其中智能手機業務在亞太、歐洲和北美市場的增長尤其迅猛。公司的基礎設施方案業務集團(ISG)儘管整體業績仍然受到全球經濟和市場環境的影響,但營業額已連續兩個季度實現按年提升。至於方案服務業務集團(SSG)亦維持雙位數的按年增長及20%以上的利潤率,營業額和營運利潤曾創新高,在數字化辦公、混合雲、可持續發展等關鍵通用解決方案方面增長勢頭強勁。
他預期,未來人工智能將會與每一個人每一個企業都愈來愈息息相關,聯想擁有獨特的優勢來引領這場混合式人工智能的變革。
聯想集團現報8.76元,升2.34%,成交8,011.31萬股,涉資6.94億元。
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