聯想集團(00992.HK)2024/25中期業績亮眼：收入同比飆升22%，達333億美元
格隆匯11月15日丨聯想集團(00992.HK)公佈2024/25年財政年度中期業績，截至2024年9月30日止六個月，聯想(集團)業績創下多項新紀錄。集團收入同比飆升22%，達333億美元，而權益持有人應占溢利更以41%的速度增長。三個業務集團的收入在三年來首次一致錄得強勁的雙位數增長。集團一直致力建立全棧式人工智能產品組合，涵蓋基礎設施、邊緣設備及服務，在人工智能範式轉變中成為行業領導者。為加強人工智能的關鍵發展，研發費用同比增長8%。董事會宣佈派發中期股息每股8.5港仙，合共約1.355億美元，將分派予於2024年11月29日登記在公司股東登記冊的股東。
集團非個人電腦分部佔三個業務集團總收入的46%，創新高，突顯核心個人電腦業務以外的增長。基礎設施方案業務集團的收入同比增長65%，歷史上首次達到65億美元。雲客户正投資於基礎設施，以推動人工智能的應用。根據最新的第三方研究數據，這項增長加上企業業務的復甦，使基礎設施方案業務集團的市場地位上升至全球第五及中國第三。方案服務業務集團的收入同比增長12%至40億美元，主要受“即服務”及人工智能驅動的解決方案的強勁需求所帶動。方案服務業務集團的分部溢利佔三大業務集團分部溢利總額的32%。集團持續擴大經常性收入基礎，遞延收入達到創紀錄的 31 億美元。
智能設備業務集團已為消費和商業領域提供全面的人工智能個人電腦產品組合。智能設備業務集團正投資於活躍的人工智能應用生態系統，已開發針對不同市場的個人人工智能代理，成為這項努力的核心。智能設備業務集團的收入增長15%，其具有五大特徵包括配備個人智能代理的人工智能電腦於第二季度佔中國筆記型電腦總出貨量的14%，是唯一能大量供應這種嶄新個人電腦的地理市場。智能手機方面，在亞太地區、歐洲-中東-非洲以及北美市場的超高速成長帶動下，智能設備業務集團的收入錄得高雙位數增長，其市場份額同比擴大連續一年多。
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