女士们先生们欢迎大家参加我们的全年业绩沟通会今天我们会在香港现场以及线上举办这一次的沟通会我叫Charlotte 那我是负责联想的全球沟通工作那我将会主持今天的会议那在香港的话呢我们有管理层参加现场的会议我将会一一介绍首先呢就是我们的主席和CEO杨源庆我们的王伟民先生EVP CFO Ken Wong是我们的EVP以及SSG的总裁Cat Galgan是我们的EVP以及负责ISG的总裁Luca Rossi也是我们的SVP以及负责我们IDG的总裁以及社交Bionic他是我们的SVP以及负责摩托罗拉以及移动BG的总裁 下面我们有请主席和CEO来去说几句然后会把时间交给CFO之后会有一个问答的环节然后我们先有请CFO与主席先生发言大家好感谢参加联想集团 2023-2024财年第四季度季全年业绩沟通会我很高兴向大家报告自第三财季恢复营业额年比年增长和盈利能力既比既改善以来联想在第四财季的增速更加启人我们不但成功从行业低谷走出而果断把握住了混合式人工智能带来的巨大机遇 这些都让我们对于新财年的前景保持乐观态度首先分享一下我们在第四季度的强劲表现我们不但所有的主营业务全部恢复年比年增长推动集团总体营业额提高了接近10%我们的 ...

Financial Performance - Full-year revenue decreased by 8% to $56.864 billion, with net profit attributable to equity holders down 37% to $1.011 billion[4][5] - Lenovo's full-year profit decreased by 37%, reflecting a downturn in the first half of the fiscal year, but the company achieved a significant turnaround in Q4 with a 118% year-over-year increase in profit to $248 million[8] - Total revenue for FY2024 was $56.864 billion, a decrease of 8% year-over-year, with net profit attributable to equity holders dropping to $1.011 billion, down 37% YoY[19] - Net profit for the year 2024 decreased to $1,102,312 thousand from $1,680,831 thousand in 2023, representing a decline of 34.4%[47] - Total comprehensive income for 2024 was $772,284 thousand, down from $1,068,351 thousand in 2023, a decrease of 27.7%[47] - Revenue for 2024 was $56.864 billion, with a gross profit of $9.803 billion and net profit attributable to shareholders of $1.011 billion[46] - Net profit for the year amounted to $1,102,312 thousand[51] - Total comprehensive income for the year was $772,284 thousand[51] - The company's profit before tax for 2024 was 1,365,454 thousand USD, compared to 2,135,987 thousand USD in 2023[91] Gross Margin and Profitability - Non-PC business contributed significantly, driving the full-year gross margin to a record high[4] - The company's gross margin reached a historical high for the third consecutive year, with R&D investment as a percentage of revenue also hitting a record high[8] - Gross margin improved by 0.2 percentage points to 17.2% in FY2024, despite a 7% decline in gross profit to $9.803 billion[19] - Gross profit margin increased by 0.6 percentage points to 17.6%, driven by higher-margin contributions from the Solutions and Services Business Group[26] - The company's gross margin reached a historical high for the third consecutive year, with R&D investment as a percentage of revenue also hitting a record high[8] Business Group Performance - Solutions and Services Group (SSG) profit grew by 11%, driven by high-value services like TruScale as-a-service[4] - Infrastructure Solutions Group (ISG) revenue declined by 9% year-over-year but achieved record sales in Q4[4] - Intelligent Devices Group (IDG) sales decreased by 10% year-over-year, but maintained strong market leadership in PCs and smartphones[4] - The Solutions and Services Group (SSG) saw a 11% year-over-year increase in segment profit, contributing 35% to the company's total segment profit[8] - The Intelligent Devices Group (IDG) maintained a strong segment profitability of 7.1%, with global market share increasing by 50 basis points[8] - In Q4, the SSG achieved a record high revenue of $1.8 billion, with segment profitability maintained at 21% and a 20% year-over-year increase in profit[10] - The IDG's operating profit in Q4 increased by 17% year-over-year, with revenue growth of 7% and an operating margin increase of 64 basis points to 7.4%[12] - Infrastructure Solutions Group's annual revenue reached $9 billion, a 9% decline from the previous fiscal year, driven by global IT budget shifts and AI deployment trends[13] - Infrastructure Solutions Group's Q4 revenue grew 15% YoY, setting a new record, with AI products contributing positively to growth[13] - Solutions and Services Group achieved record annual revenue and profit of $7.5 billion and $1.5 billion, respectively, with a 12% and 11% YoY growth[14] - Solutions and Services Group's operating margin remained strong at 21%, the highest among all business groups[14] - Managed services revenue grew 29% YoY, driven by a diversified service portfolio and multi-channel strategy[14] - The Smart Devices Business Group generated revenue of $44.599 billion, with an operating profit of $3.181 billion[24] - The Solutions and Services Business Group saw revenue grow to $7.472 billion, with an operating profit of $1.545 billion[24] - The Smart Devices Business Group reported revenue of $10.46 billion, with an operating profit of $772.9 million, up from $9.8 billion and $661 million respectively in the previous year[30] - The Infrastructure Solutions Business Group saw a revenue increase to $2.53 billion but recorded an operating loss of $96.7 million, compared to a profit of $7.5 million in the previous year[30] - The Solutions and Services Business Group generated revenue of $1.82 billion, with an operating profit of $388.9 million, up from $1.65 billion and $324.4 million respectively[30] - Smart Devices Business Group revenue decreased to $44.6 billion in 2024 from $49.37 billion in 2023, with operating profit also declining to $3.18 billion from $3.6 billion[58] - Infrastructure Solutions Business Group reported a loss of $248.26 million in 2024, compared to a profit of $98.08 million in 2023[58] - Total revenue for the company decreased to $56.86 billion in 2024 from $61.95 billion in 2023, with operating profit dropping to $3.16 billion from $3.88 billion[58] R&D and Innovation - R&D investment reached a record 3.6% of annual revenue[4] - The company's R&D expenses as a percentage of revenue reached 3.6%, with total annual R&D cash spending at $2.3 billion[9] - Lenovo launched industry-leading products such as the ThinkBook transparent screen concept notebook and new AI PCs designed to enhance device AI capabilities[12] - The company is investing in AI Core chips, Yoga Creator Zone, ThinkShield security solutions, and AI Now personal assistant to differentiate its AI PC offerings[16] - The company's R&D expenses for 2024 were $2.028 billion, a decrease from $2.195 billion in the previous year[46] - R&D-related laboratory testing, services, and supplies expenses increased to $116.3 million from $87.6 million year-over-year[28] Cash Flow and Liquidity - Cash conversion cycle improved to negative 4 days[4] - Lenovo's cash conversion cycle improved to negative 4 days, supported by a 12-day reduction in accounts receivable and inventory days[9] - The company's liquidity ratio was 0.87 as of March 31, 2024, compared to 0.88 in the previous year[37] - Net cash generated from operating activities in 2024 was $2,010,991 thousand, down from $2,801,402 thousand in 2023[50] - Net cash used in investing activities in 2024 was $1,283,450 thousand, compared to $1,915,020 thousand in 2023[50] - Cash and cash equivalents decreased to $3,559,831 thousand in 2024 from $4,250,085 thousand in 2023[50] - The net cash generated from operating activities in 2024 was 3,368,939 thousand USD, compared to 3,934,656 thousand USD in 2023[91] Dividends and Shareholder Returns - Proposed final dividend of 30.0 HK cents per share, unchanged from the previous year[6] - The company declared dividends of $601.140 million for 2024, an increase from $587.997 million in 2023[46] - Dividends for 2024 totaled $601.14 million, including an interim dividend of $124.32 million and a proposed final dividend of $476.82 million[70] Regional Performance - EMEA region revenue declined 5% YoY but showed early signs of recovery in Q4, driven by PC demand and smartphone market share growth[15] - Greater China revenue declined 15% YoY but rebounded in Q4, marking the first positive growth after seven consecutive quarters of decline[15] - Revenue from China decreased to $12.58 billion in 2024 from $14.86 billion in 2023, while revenue from the Americas also declined to $19.62 billion from $21.23 billion[58] AI and Future Growth - The company expects AI PCs to drive long-term recovery in the global PC market, with nearly 60% of PC shipments expected to feature AI capabilities by 2027[16] - Infrastructure Solutions Business Group focuses on high-growth and profitable areas, including high-value-added products like storage and software, aiming for differentiated technology solutions in hybrid AI, high-performance computing, storage, and edge devices[17] - The company expects double-digit revenue growth driven by strong total contract value growth in the Solutions and Services Business Group, supported by AI-embedded services in digital workplaces, hybrid cloud, and sustainability solutions[17] - AI workloads are expected to be more evenly distributed across on-premises data centers, private and hybrid clouds, and edge devices, driving demand for comprehensive infrastructure solutions[17] ESG and Sustainability - The company is advancing its ESG initiatives, integrating innovative features like carbon offset services and low-carbon transportation into its service offerings to support customer sustainability goals[18] - The company is leveraging its TruScale as-a-service portfolio to address customer pain points in hybrid work, multi-cloud management, and network security, supported by partnerships with leading business and channel partners[18] Operational Efficiency - Operating expenses remained flat at $7.797 billion, with $550 million spent on severance and related costs to enhance efficiency and competitiveness[21] - The company incurred $55 million in severance and related costs (2023: $209 million) and $40 million in asset impairment and write-offs to enhance efficiency and competitiveness[27] - Advertising and promotional expenses increased by $86 million due to new product launches and special events[27] - Strategic investment fair value gains amounted to $51 million (2023: $89 million), reflecting changes in the value of the investment portfolio[27] - The company recorded a net exchange gain of $4.6 million, compared to a net exchange loss of $12.2 million in the previous year[28] Financial Position and Liabilities - Total assets of the company as of March 31, 2024, were $38.751 billion, with equity attributable to shareholders at $5.583 billion and total liabilities at $32.670 billion[37] - Cash and cash equivalents totaled $3.626 billion as of March 31, 2024, with 90% held as bank deposits and 10% in investment-grade money market funds[38] - The company's outstanding notes and convertible bonds as of March 31, 2024, included $965 million in 2025 notes, $900 million in 2030 notes, and $675 million in 2029 convertible bonds[41] - The company's net cash position as of March 31, 2024, was $6 million, with a loan-to-equity ratio of 0.60[42] - The company's forward foreign exchange contracts amounted to $11.555 billion as of March 31, 2024, used to hedge against currency fluctuations[43] - Total assets decreased marginally to $38,750,954 thousand in 2024 from $38,920,057 thousand in 2023[48] - Total equity increased to $6,081,187 thousand in 2024 from $6,047,021 thousand in 2023[49] - Total liabilities decreased to $32,669,767 thousand in 2024 from $32,873,036 thousand in 2023[49] - Total financing liabilities decreased from $4,359.35 million in 2023 to $3,961.69 million in 2024, a reduction of approximately 9.1%[92] - Short-term loans decreased from $57.03 million in 2023 to $50.43 million in 2024, a reduction of 11.6%[92] - Notes (non-current) decreased from $3,146.15 million in 2023 to $3,012.64 million in 2024, a reduction of 4.2%[92] - Convertible bonds (non-current) increased from $537.03 million in 2023 to $556.59 million in 2024, an increase of 3.6%[92] - Lease liabilities (current) decreased from $123.72 million in 2023 to $101.58 million in 2024, a reduction of 17.9%[92] - Lease liabilities (non-current) decreased from $280.84 million in 2023 to $240.45 million in 2024, a reduction of 14.4%[92] Acquisitions and Investments - The company completed the acquisition of Lenovo Leasing Co., Ltd. for approximately $124 million in cash[94] - The company acquired certain assets and assumed certain liabilities from FCNT Co., Ltd. for approximately $14 million in cash[94] - Lenovo Leasing and FCNT businesses contributed $32 million and $23 million respectively to the group's revenue for the year ended March 31, 2024[95] - Lenovo Leasing contributed $2 million in pre-tax profit, while FCNT incurred a $12 million pre-tax loss for the year ended March 31, 2024[95] - The group's pro forma revenue increased from $56.864 billion to $56.874 billion, and pre-tax profit remained at $1.365 billion, assuming the acquisition of Lenovo Leasing occurred on April 1, 2023[95] - Net cash outflow for acquisitions decreased from $403.82 million in 2023 to $135.06 million in 2024, a reduction of 66.6%[93] Corporate Governance - The group's audit committee reviewed the audited annual results for the year ended March 31, 2024, and regularly meets with management, external auditors, and internal audit personnel[100] - The group complied with the Corporate Governance Code during the year ended March 31, 2024, except for the separation of the roles of Chairman and CEO[101] - William O. Grabe appointed as Lead Independent Director with responsibilities including chairing meetings on board structure and providing feedback to the Chairman and CEO[102] - Quarterly financial results are published to help shareholders assess the company's performance, financial condition, and prospects, using the same accounting standards as interim and annual financial statements[102] - The 2023/24 annual report will be published on the Hong Kong Stock Exchange website and the company's investor relations website, and will be sent to shareholders[103] - The current board structure includes a combined Chairman and CEO role, a Lead Independent Director, and a majority of independent non-executive directors to ensure effective checks and balances[102] Other Financial Metrics - The company recorded a $143 million gain from the remeasurement of written put option liabilities and a $153 million fair value gain from strategic investments[21] - Currency fluctuations resulted in a net foreign exchange loss of $74 million, compared to $118 million in the previous year[21] - The company recorded a $143.43 million gain from the remeasurement of put option liabilities[22] - Financial income from bank deposits increased to $148.13 million, up from $141.67 million in the previous year[22] - Financial expenses increased by 16% year-over-year, primarily due to a $147 million rise in factoring costs, partially offset by reductions in loan and overdraft interest[23] - The Infrastructure Solutions Business Group reported a loss of $248.26 million, compared to a profit of $98.08 million in the previous year[24] - Depreciation and amortization expenses decreased to $449.55 million from $548.85 million in the previous year[24] - The company's deferred tax assets as of March 31, 2022, were $2,531,331 thousand, with an additional $70,336 thousand reclassified from deferred tax liabilities related to lease liabilities[55] - As of April 1, 2022, the total deferred tax assets amounted to $2,601,667 thousand[55] - The deferred tax assets as of March 31, 2023, were $2,481,894 thousand, with $55,473 thousand reclassified from deferred tax liabilities related to lease liabilities[55] - As of April 1, 2023, the total deferred tax assets amounted to $2,537,367 thousand[55] - The company reported a foreign exchange loss of $287,000 and a deferred tax asset impact of $14,576,000 from the reclassification of deferred tax liabilities for the year ended March 31, 2023[55] - The company adopted the revised Hong Kong Accounting Standard 12, "Deferred Tax related to Assets and Liabilities arising from a Single Transaction," effective April 1, 2023, which narrowed the scope of initial recognition exemptions[53] - The company is evaluating the impact of new and revised standards, including HKFRS 17 "Insurance Contracts" and HKAS 1 amendments, which are expected to be effective from January 1, 2024[56] - The company's operating segments are determined based on the report reviewed by the Lenovo Executive Committee (LEC), which includes the Intelligent Devices Group, Infrastructure Solutions Group, and Solutions and Services Group[57] - Revenue recognized at a point in time decreased to $53.88 billion in 2024 from $59.4 billion in 2023[59] - Depreciation and amortization expenses increased to $963.6 million in 2024 from $803.83 million in 2023[60] - Goodwill and indefinite-lived trademarks and trade names decreased to $6.17 billion in 2024 from $6.26 billion in 2023[61] - The Smart Devices Business Group's goodwill allocation was adjusted, with the PC and Smart Devices Business goodwill at $3.3 billion and Infrastructure Solutions Business at $1 billion in 2024[62] - The company's financial income decreased to $132.18 million in 2024 from $100.21 million in 2023, while financial expenses increased to $323.14 million from $154.53 million[58] - The company's total financial expenses for the Smart Devices Business Group increased to $293.5 million in 2024 from $349.2 million in 2023[60] - Operating profit for 2024 was impacted by depreciation of property, plant, and equipment amounting to $428.47 million, compared to $377.42 million in 2023[64] - Employee benefit costs increased to $5.57 billion in 2024 from $5.31 billion in 2023, with long

公司研究 | 动态跟踪 联想集团 00992.HK 联想发布多款 AI PC，持续推进 AI 生态建 买入（维持） 设 股价（2024年05月03日） 9.17港元 目标价格 11.03港元 52周最高价/最低价 11.1/6.6港元 总股本/流通H股（万股） 1,240,466/1,240,466 H股市值（百万港币） 113,751 核心观点 国家/地区 中国 行业 电子 ⚫ 联想发布多款真正的AI PC产品。联想在联想创新科技大会正式发布多款AI PC新 报告发布日期 2024年05月06日 产品，包括 ThinkPad T14p、ThinkBook 16p、YOGA Book 9i、YOGA Pro 16s、 YOGA Air 14及小新 Pro等，实现了其定义的AI PC五大特性：内嵌个人大模型与 1周 1月 3月 12月 用户自然交互的智能体、个人知识库、本地异构 AI 算力、开放的人工智能应用生态 绝对表现% 1.55 5.89 15.06 15.87 以及个人数据和隐私安全保护，成为中国市场中真正意义上的AI PC。 相对表现% -3.12 -4.58 -3.88 22.08 ⚫ 个人智能体联 ...

Investment Rating - The report maintains a "Buy" rating for Lenovo Group (00992) with a target price based on the last closing price of HKD 9.03 [1][2] Core Insights - Lenovo has launched its first batch of AIPC products, marking a significant step in building an AI large model ecosystem. The AIPC products feature five key characteristics, including embedded personal large models and a focus on data privacy [1][2] - The company is expected to see a recovery in revenue, particularly in the AI sector, with projected EPS for FY2024, FY2025, and FY2026 at USD 0.07, USD 0.12, and USD 0.13 respectively [1][3] Financial Performance Summary - Revenue (in million) for FY22/23 was 71,618.22, with estimates for FY23/24 at 55,862.21, FY24/25 at 58,655.32, and FY25/26 at 63,347.74 [3][4] - Net profit (in million) for FY22/23 was 2,029.82, with projections of 890.65 for FY23/24, 1,181.66 for FY24/25, and 1,611.64 for FY25/26 [3][4] - The company’s net profit growth rates are projected at 67.64% for FY23/24, 62.99% for FY24/25, and 11.02% for FY25/26 [3][4] Key Financial Ratios - The report indicates a projected P/E ratio of 7.40 for FY23/24, 16.87 for FY24/25, and 10.35 for FY25/26 [3][7] - The net profit margin is expected to be 2.16% for FY22, increasing to 3.00% for FY23, and projected at 1.73% for FY24 [7] - The return on equity (ROE) is projected to be 34.02% for FY22, decreasing to 16.19% for FY24, and then increasing to 22.22% for FY26 [7]

计算机/计算机设备 公 司 研 联想集团（00992.HK） AI PC 软硬件持续优化，服务器增长动能加强 究 2024年04月21日 ——港股公司信息更新报告 投资评级：买入（维持） 吴柳燕（分析师） 李祎晗（联系人） wuliuyan@kysec.cn liyihan@kysec.cn 日期 2024/4/19 证 书编号：S0790521110001 证书编号：S0790123080037  AI PC软硬件持续优化，服务器业务有望于2024H2增长动能加强 港 当前股价(港元) 8.200 我们维持公司FY2024 -2026归母净利润预测分别为9.29/12.05/15.38亿美元，对 股 一年最高最低(港元) 11.100/6.900 公 应同比变化率分别为-42.2%/29.7%/27.6%，对应摊薄后EPS 0.077/0.099/0.127美 司 总市值(亿港元) 1,017.18 元，折合0.60/0.78/0.99港元。最新股价8.2港元对应2024-2026财年13.7/10.5/8.3 信 流通市值(亿港元) 1,017.18 息 倍 PE。我们预计 2024 年 PC 行业有望 ...

4月18日，以“AI for All，让世界充满AI”为主题的第十届联想创新科技大会（2024 Lenovo Tech World）在上海成功举办。面对混合式人工智能带来的广阔机遇，联想集团执行副总裁、方案服务业务集团（SSG）总裁黄建恒在大会上表示，将全面升级方案服务产品，布局全周期服务及量身定制的行业解决方案，并以企业智能体为核心，通过智能化转型咨询带动并助力客户商业模式的创新和变革。 当前， AI大模型应用正强势渗透企业组织发展，触发了企业根本性变革。但在实际使用中，AI大模型在企业落地应用时受到网络速度、云端效率、数据安全及成本考量的限制。混合式人工智能将成为未来发展的大势所趋。在黄建恒看来，混合人工智能将为方案服务领域带来新的机遇，主要体现在三个方面： ●智能设备将越来越多地部署大量生成式AI应用，设备之间的连接协同也会不断增强，这将带来更多、更高的服务需求。 ●混合式人工智能基础设施的部署和运行，不仅将带来大量智能基础设施的部署和运维服务需求，也需要更全面、更系统的全周期服务，以保障混合式智能基础设施的稳定运行。 ●AI原生解决方案将引发更多企业的业务场景创新，企业智能体、大模型技术可以更高效地 ...

2024年03月12日 公 司点评 公 买入 / 维持 司 联想集团(00992) 研 究 目标价: 昨收盘:9.37 第三季度收入增速同比转正，AI 引领未来发展 公司发布 FY2023/2024 第三季度财报，前三季度实现营业收入 ◼ 走势比较 430.31亿美元，同比减少12.77%，归母净利润7.63亿美元，同比减 少48.95%。 50% 太 34% 平 第三季度收入增速同比转正。2023/2024 财年第三季度，公司收 18% 洋 入 157.21 亿美元，同比增长 2.65%，净利润 3.37 亿美元，同比减少 2% 证 (14%)31/3/32 42/5/32 4/8/32 51/01/32 62/21/32 7/3/42 22.9 2%，环比增加35.22%。 券 (30%) 智能设备业务表现优异。公司三项业务中： 股 份 联想集团 恒生指数 ⚫ 智能设备业务集团实现收入 341.37 亿美元，同比减少 13.74%，第三季度收入同比增长 6.70%。个人电脑全球市场 有 ◼ 股票数据 份额达到24%，商用个人电脑的市占率攀升至27%。手机业 限 总股本(百万股) 1,137.31 务增长态 ...

2024年03月01日 公司研究●证券研究报告 联想集团（ ） 公司快报 00992.HK 收入重回增长轨道，AI PC 与服务器是 24 年主 买入-A(首次) 投资评级 股价(2024-02-29) 8.67港元 要看点 交易数据 投资要点 总市值（百万港元） 107,548.40 流通市值（百万港元） 107,548.40 事件：2月22日，公司发布2024财年三季报，其中，Q3实现收入157.21亿美 总股本（百万股） 12,404.66 元，同比增长3%，环比增长9%；实现归母净利润3.37亿美元，同比降低23%， 流通股本（百万股） 12,404.66 环比增长35%。分业务看，智能设备业务（IDG）实现收入123.62亿美元，同比 12个月价格区间 10.820/7.290 增长7%，实现经营利润9.11亿美元，同比增长7%；基础设施方案业务（ISG） 一年股价表现 实现收入24.73亿美元，同比降低13%，实现经营利润-0.38亿美元，同比降低 187%；方案服务业务（SSG）实现收入20.21亿美元，同比增长10%，实现经营 利润4.12亿美元，同比增长11%。 收入重新实现同比正增长， ...

公司研究 | 季报点评 联想集团 00992.HK 买入（维持） 营收同环比增长，期待 AI PC 股价（2024年02月29日） 8.67港元 目标价格 10.06港元 52周最高价/最低价 11.1/6.6港元 总股本/流通H股（万股） 1,240,466/1,240,466 H股市值（百万港币） 107,548 核心观点 国家/地区 中国 行业 电子 ⚫ FY23/24Q3 集团实现营业收入 157 亿美元，环比增长 9%，同比提升 3%；实现归 报告发布日期 2024年03月01日 母净利润3.37亿美元，环比增长35%。 ⚫ 智能设备业务集团IDG领先地位稳固，AI PC有望提供新驱动力。 FY23/24Q3， 1周 1月 3月 12月 IDG实现营收约124亿美元，同比增长7%；IDG还实现了7.4%的行业领先的经营 绝对表现% -1.92 -1.48 -9.69 28.69 利润率，接近历史峰值。根据IDC数据，23年第四季度全球PC出货为6710万 相对表现% -0.54 -4.18 -6.85 45.24 台，其中联想集团PC出货量达1610万台，全球排名维持第一，市场领先地位稳 恒生指数% ...

证券研究报告 | 公司动态点评 2024 年 02月 26日 联想集团（00992.HK） IDG 重返增长通道，AI 催化正当时 财务指标 2022FY 2023FY 2024FYE 2025FYE 2026FYE 增持（维持评级） 营业收入（百万美元） 71618 61947 55758 59729 64838 股票信息 增长率yoy（%） 17.9 -13.5 -10.0 7.1 8.6 归母净利润（百万美元） 2030 1608 922 1224 1577 行业 计算机 增长率yoy（%） 67.6 -20.8 -42.7 32.7 28.9 2024年2月23日收盘价（港元） 8.550 ROE（%） 40.7 28.8 14.9 17.5 19.7 总市值（百万港元） 106,059.84 EPS最新摊薄（美元） 0.16 0.13 0.07 0.10 0.13 流通市值（百万港元） 106,059.84 P/E（倍） 52.2 65.9 114.9 86.6 67.2 总股本（百万股） 12,404.66 P/B（倍） 21.2 19.0 17.1 15.2 13.2 流通股本（百万股） 12, ...