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聯想集團(00992.HK):關稅影響料可控 冀ISG經營虧損持續收窄
阿思達克 08-14 13:17
聯想集團(00992.HK)高級副總裁兼首席財務官鄭孝明表示,集團於全球擁有30個製造基地,分佈於中國、美國、墨西哥、阿根廷、日本、印度等地,又指中國與美國正就達成貿易政策共識展開協商,相信關稅影響屬可控。談及資本開支規劃,他承認目前投資額處於集團歷史較高水平,主要由於沙特廠房的投入較多,但強調集團經營性現金流狀況維持良好,預期未來投資力度仍將維持,纔可確保實現高於行業平均的增長、利潤空間及鞏固現有市場地位。 首財季基礎設施方案業務集團(ISG)經營虧損錄至8,552萬美元,較去年同期的虧損3,727.4萬元擴大。他解釋是由於期內加大了對AI能力、產品研發及業務轉型的投資,期望未來虧損可持續收窄,而過往的投資預期亦將轉化爲市場份額提升及全球業務增長的動力。 次季毛利率按年回落1.9個百分點至14.7%。鄭孝明指,若撇除較低利潤貢獻的雲服務提供商方案(CSP)業務,期內毛利率將逾17%,又指公司具有規模效應及成本優勢,有信心可維持競爭力。
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