《藍籌業績》聯想集團(00992.HK)第三財季淨利潤按年跌22.9%至3.37億美元
聯想集團(00992.HK)公布截至去年12月底止第三財季業績,營業額157.21億美元(下同),按年升3%,按季升9%,為連續三個季度錄得增長,亦標誌著公司最近一年半以來首次實現季度收入按年增長。淨利潤3.37億元,按年跌22.9%,按季升35%;每股盈利2.81仙。毛利率16.5%,按年跌0.6個百分點。
分部收入方面,公司第三財季智能設備業務集團收入按年升6.7%至123.62億元。基礎設施方案業務集團收入跌13.4%至24.73億元。方案服務業務集團收入升10%至20.21億元。
首三財季計,公司錄得營業額430.31億元,按年跌12.7%。淨利潤7.63億元,按年跌48.9%;每股盈利6.38仙。毛利率按年增長0.2個百分點至17.1%。
公司指出,憑藉審慎減少計息借貸,財務費用節省達1,600萬美元,按年節省1,000萬美元。現金周轉期方面,儘管被應付賬款天數減少所抵銷,應收賬款及庫存天數合計按年增加14天。儘管支出環境受限,集團繼續堅定不移地致力創新,並且2023/24財年研發投入份額佔收入有望達到最高佔比。
此外,公司正積極開發屬於聯想AI Now解決方案的個人化人工智能解決方案。長遠而言,全球個人電腦市場的整體潛在市場在結構上有望回到疫情前以上的水平。商業更換周期及高端化趨勢是最重要的催化劑,將有助智能設備業務集團實現超越市場的增長、強勁的平均售價及可持續的盈利能力。
集團正致力加快設備的人工智能創新,以創造差異化,從硬件擴展至零件及軟件,包括聯想的AI Core 芯片、Yoga Creator Zone及AI Now解決方案。集團未來將進一步投資,以在快速增長的配件和辦公協作解決方案的非個人電腦領域中取得突破。其智能手機業務將優先考慮產品組合的擴張和差異化,以受惠於5G的加快應用,提高區域的市場份額。
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