聯想集團(00992.HK)2025財年營收增長21%至690億美元 純利同比增長37%至13.84億美元
格隆匯5月22日丨聯想集團(00992.HK)公佈年度業績，截至2025年3月31日止年度，集團展現穩健的財務表現。集團權益持有人應佔溢利同比增加37%至13.84億美元，收入增長21%至690億美元，創下年度營收第二高的紀錄，基礎設施方案業務集團及方案服務業務集團皆錄得創紀錄的收入表現，非香港財務報告準則的權益持有人應佔溢利增長36%。董事會已議決建議派發截至2025年3月31日止年度的末期股息，每股30.5港仙。
報告期內，集團的銷售額同比增長21%至690億美元，是集團歷來第二高的紀錄。其中，基礎設施方案業務集團錄得了63%的收入增長，主要得益於伺服器訂單的強勁增長、企業需求的回升以及新客戶的拓展。同時，方案服務業務集團的營業利潤同比增長13%，創下新紀錄，這主要受DWS(數位化工作場所解決方案)和人工智能驅動解決方案的強勁需求所推動。智能設備業務集團的銷售額同比增長13%，個人電腦業務受惠於全球市場份額增長、商業銷售復甦以及包括全新人工智能個人電腦在內的高端產品的推出。值得注意的是，智能手機業務持續穩佔亞太及歐洲等關鍵市場的份額。聯想仍是個人電腦市場的領導者，其多元化戰略已見成效，非個人電腦收入佔三個業務集團總收入的47%。
集團的非香港財務報告準則及香港財務報告準則的淨溢利分別增長36%及37%，三個業務集團均實現了增量貢獻。基礎設施方案業務集團以滿足快速增長的雲需求爲策略重心，成功於下半年扭虧爲盈。儘管本財政年度的最後半年意外受到關稅的負面影響，但智能設備業務集團的盈利能力仍達到歷史高位，並保持行業領先地位。方案服務業務集團的經營溢利率保持在21%，佔三大業務集團綜合分部溢利總額的33%。
報告期內，研發開支同比增加13%至23億美元。在混合式人工智能的兩大基礎領域中，聯想於個人人工智能方面取得顯着進展，從硬體設計延伸至先進的軟體應用與服務，並推出AI NOW智能代理，打造「一個人個人工智能，多設備兼容」的生態系統。在企業人工智能方面，聯想利用混合式人工智能優勢解決方案，結合基礎設施方案業務集團的全棧式能力及方案服務業務集團的AI library，開發適用於企業及智慧城市的「超級智能體」，加速客戶的智能化轉型。
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