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楊元慶:聯想SSG連續高速增長,保持20%以上高盈利能力
格隆匯 08-15 17:05

8月15日午間,聯想集團公佈截至2024年6月30日的2024/25財年第一財季業績,整體營業額增長強勁,同比提升了20%,而盈利則增長更快,按照非香港財務報吿準則,淨利潤同比大幅提升65%,接近23億人民幣。個人電腦以外業務在三大業務集團總營業額中的佔比較去年同期提升5個百分點,已達到了近47%的歷史新高。

聯想集團董事長兼CEO楊元慶在財報會議上表示,SSG方案服務業務,自創立以來已經連續13個季度以雙位數以上的增速高速增長,並一直保持20%乃至更高的高盈利能力,進一步鞏固其作為集團增長引擎和利潤貢獻者的地位。聯想的運維服務和項目與解決方案服務營業額在SSG整體營業額中的佔比較去年同期提升了3個百分點,達到55%。

按分部劃分,支持服務的收入同比增長2%,反映硬件銷售與其對服務收入的影響之間存在的自然時滯。然而,支持服務的訂單連續三個季度增長,與最近的硬件銷售增長一致,顯示本財年下半年支持服務的收入前景樂觀。

運維服務的收入同比增長16%。設備即服務及基礎設施即服務解決方案的的總合約價值增長近40%,鞏固了長期強勁的增長軌跡。財報期內,SSG於歐洲—中東—非洲(EMEA)簽訂最大的數字化工作場所解決方案服務合約,並見證更多的跨國公司採用資產回收服務及二氧化碳抵銷服務的綠色設備即服務解決方案。得益於人工智能驅動的解決方案,包括智能工廠物聯網及智能倉儲解決方案,項目與解決方案服務的收入同比增長18%。

未來三年,全球IT服務市場有望保持雙位數增長,其中人工智能服務將以接近兩倍於整體市場的增速成為主要驅動力。聯想將持續把人工智能內置到包括數字化辦公解決方案,混合雲和可持續發展等在內的關鍵通用解決方案中去,同時持續開發更多的人工智能原生服務,從而助力客户充分利用人工智能來加速轉型。

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