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《藍籌》聯想集團(00992.HK)全年純利升38%AI相關收入增1.05倍 第四財季純利飆4.8倍 末期息增至33.7港仙
聯想集團(00992.HK)公布截至3月底止2026財年業績,收入830.75億美元創新高,按年升20.3%。純利19.11億美元,按年升38.1%;每股基本盈利15.63美仙。派末期息33.7港仙,上年同期派30.5港仙。剔除一次性重組費用、認股權證的非現金公允值收益、可換股債券的名義利息及其他非現金項目的影響後,經調整權益持有人應佔溢利按年增長42%至2...
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《藍籌》聯想集團(00992.HK)全年純利升38%AI相關收入增1.05倍 第四財季純利飆4.8倍 末期息增至33.7港仙
Recommend
11
Positive
16
Negative
9
 
 

聯想集團(00992.HK)  +2.550 (+19.392%)    Short selling $1.61B; Ratio 36.090%   公布截至3月底止2026財年業績,收入830.75億美元創新高,按年升20.3%。純利19.11億美元,按年升38.1%;每股基本盈利15.63美仙。派末期息33.7港仙,上年同期派30.5港仙。

剔除一次性重組費用、認股權證的非現金公允值收益、可換股債券的名義利息及其他非現金項目的影響後,經調整權益持有人應佔溢利按年增長42%至20億美元。經調整經營溢利率及淨溢利率分別上升3.8%及2.5%。人工智能相關收入按年增長105%,佔集團總收入的33%。

年內,智能設備業務集團的收入按年增長17%,經營溢利率維持於7.2%的穩健水平;基礎設施方案業務集團的全年收入創192億美元新高,全年經營溢利達7,300萬美元;方案服務業務集團實現100億美元收入新里程碑,過去五年經營溢利超過翻倍,收入增速約為IT服務業增長率的四倍。

單計第四財季,聯想集團的收入215.88億美元創新高,按年增長27.1%,創過去五年來最高增速。純利飆4.79倍至5.21億美元,每股基本盈利4.32美仙。經調整權益持有人應佔溢利5.59億美元,按年增長101%。人工智能相關收入按年增長84%,佔集團總收入的38%。

於第四財季,智能設備業務集團的收入按年增長24%至146億美元,高端個人電腦出貨量於第四財季佔比達到50%;全球個人電腦市場份額於第四財季創下24.4%的新高,按年上升1.3個百分點。基礎設施方案業務集團的收入創56億美元季度新高,按年增長37%,經營溢利亦創歷史新高,達2.02億美元。基礎設施方案業務集團全年轉虧為盈,為可持續增長及利潤擴張的能力奠定穩回基礎。方案服務業務集團的收入按年增長19%至26億美元,經營溢利率維持於22.4%的穩定水平。

集團展望,首要工作將繼續聚焦於加速提升盈利能力、強化執行力、推動人工智能引領的增長,透過全球化營運與生產製造佈局構建長期韌性。透過整合集團旗下規模化設備生態系統、擴大的人工智能基礎設施組合,以及技術驅動的服務模式,集團正加速邁向一個盈利能力提升的增長新階段,將以更強的韌性及執行力為各方持有者創造更大價值。(jl/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-22 12:25.)

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