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楊元慶設定新財年四大目標:盈利能力持續改善,AI創新取得重大突破
格隆匯 04-01 10:38

4月1日,聯想集團2024/2025財年誓師大會在北京舉行,董事長兼CEO楊元慶稱,剛剛過去的這個財年,在重重挑戰之下,聯想展現出了高度的韌性。面對行業收縮期,聯想的表現相對更為穩健;而進入復甦階段,聯想的核心競爭力已經得到進一步鞏固和加強,運營高效,財務健康,轉型也取得了顯著的成效。

其中:

● IDG在智能設備市場整體復甦之前,率先恢復年比年增長,並在充滿挑戰的前三個季度保持了行業領先的盈利能力。財年第三季度,個人電腦市場的份額達到疫情以來的最高,智能手機業務的出貨量和營業額從下半財年開始恢復了大雙位數的年比年增長。

● ISG順應市場變化及時調整目標優先級,聚焦於業務健康。聯想已經成功躋身人工智能基礎設施的全球三甲,在高性能計算和海神温水水冷技術方面的領先地位不斷贏得頭部客户的認可!前三季度,存儲、軟件和服務營業額高速增長,創下歷史新高。

● SSG成長為高利潤、高增長引擎。前三個季度,營業額和運營利潤已經雙雙刷新歷史紀錄。數字化辦公、混合雲、聯想臻算、人工智能邊緣計算和可持續發展等通用解決方案不斷取得重要進展。堅定推進多引擎、多元化發展,前三季度的非個人電腦營業額佔比已經超過了 41%,比前年同期提升了3個百分點。

● 聯想創投緊密圍繞公司戰略,佈局早期核心科技,成立8年來累計完成18個IPO,投資收益達70億人民幣。

● 中國區在牢牢鞏固個人電腦領導者地位的同時,把基礎設施業務重新帶回增長軌道,並且成功達成方案服務業務目標,在運營商以外的中國IT服務市場勇奪第二名!面對生成式人工智能技術加速的人工智能大潮,中國區及時升級戰略,佈局"全棧AI",特別是在AI PC人工智能電腦方面,打造領跑人工智能電腦產業的核心優勢。

● 聯想集團研發人員總數持續增長,已經接近19,000人,全年的研發費用率有望創下歷史新高!

面對新的財年,楊元慶非常樂觀的表示,這將是聯想把握機遇,加速創新,深化轉型的一年,並同時設定四大目標:

● 集團整體實現全年營業額的年比年增長,盈利能力的持續改善,持續提升電腦以外的業務比例,深入推動服務導向的轉型,在人工智能創新方面取得重大突破。

● SSG實現 20%以上的運營利潤率,雙位數的營業額年比年增長,開發和部署混合式人工智能解決方案及服務。

● ISG實現扭虧為盈、恢復增長,在混合式人工智能基礎設施領域力爭領先。

● IDG要繼續保持行業領先的市場地位和盈利能力,最重要的是,要引領AI PC 的浪潮!智能手機要保持強勁勢頭,落實好三年增長的計劃目標。

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