聯想集團財報:PC復甦動能再強化,高端產品佔比達31.6%
8月15日,聯想集團公佈財年第一財季業績,其中營收1119億人民幣,同比增長20%;淨利潤近23億人民幣,同比大幅增長65%,兩項數據均超彭博一致預期。
其中,核心主業IDG部分也交出強勁答卷,營收827億人民幣,同比達到11.3%的雙位數增長,運營利潤率同比提升近1個百分點。其中,PC業務全球市場份額近23%,高端產品佔比達31.6%。此外,智能手機和平板電腦營收均獲30%左右同比高增長。
聯想集團表示,受益於新一輪商用換機週期,疊加AI PC的話題效應,全球PC市場復甦的動能仍在繼續強化。
近日,Canalys最新的AI PC報吿也印證了這一趨勢,其首席分析師Ishan Dutt表示,6月份推出的Arm架構Copilot+ PC,英特爾加大Core Ultra芯片組的交付力度,AMD於7月中旬發佈的Ryzen AI 300系列筆記本處理器,為2024年第二季度為AI PC擴張增添了巨大的動力。AI PC出貨量有望在2024年下半年進一步增長,全年出貨有望達到4400萬台,2025年出貨1.03億台。
數據顯示,聯想多年來穩居全球PC市場霸主地位,更憑藉五月份率先推出多款AI PC,以及搭載高通驍龍X的Yoga Slim 7x和ThinkPad T14s的產品,幫助其在上個季度將AI PC出貨量佔比提升至6%左右,這意味着其AI PC出貨量環比增長了228%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.