聯想集團(00992.HK):目標個人電腦業務續保持超越市場增長
據內媒報道,聯想集團(00992.HK)董事長兼CEO楊元慶於集團2023/24財年誓師大會上表示,新財年集團依然要堅定不移地執行3S戰略,加速以服務為導向的轉型,全力推進以技術為驅動的創新,繼續打造多元化增長引擎。
同時,他披露了新財年的五大目標,包括個人電腦業務繼續保持超越市場的增長,保持行業領先的盈利能力,在2023年自然年下半年恢復按年增長;非個人電腦業務營業額佔比進一步提升,提升兩個百分點以上;MBG營業額實現15%的按年增長,SSG實現20%的增長,兩個業務都增長到80億美元的規模;ISG以超越大市20個百分點以上的增速,繼續實現高速增長,並繼續提升利潤水平;聯想創投投資更多優秀科技企業,做好聯想的科技瞭望塔。
此外,他認為高科技行業從最早的IBM軟硬件一體、疊加應用的整合模式,到以操作系統和芯片為主導的分化模式,目前已經過於複雜和分散。用戶無法獲得跨設備、跨生態的無縫體驗,而企業級客戶也很難選擇最適合自己的基礎架構和方案。再一次整合的時機,也許已經到來。聯想具備天時地利人和的優勢抓住有關機遇。
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