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Lenovo: it has started the layout of "counting from the east to the west", and the company is very competitive

Share the news of February 24 with wechat scanning QR code < / P > < p > to friends and circles of friends < / P > < p > recently, Lenovo announced the results of the third quarter of fiscal year 2021 / 22 as of December 31, 2021, and its revenue and profit have increased significantly. At the financial report communication meeting, Yang Yuanqing, chairman and CEO of Lenovo Group, was full of confidence in the trend of sustained growth in the future, especially the goal of doubling the net profit margin in the next three years < p > in addition, Lenovo also responded to the return to the Hang Seng Index and the recent hot topic of "counting from the east to the west". Tong Fuyao, senior vice president of Lenovo Group and President of infrastructure solutions business group in China, revealed that Lenovo has very strong competitiveness in these fields and has preliminarily arranged "counting from the east to the west" Recently, the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration jointly issued a notice agreeing to start the construction of National Computing hub nodes in Beijing, Tianjin and Hebei, the Yangtze River Delta, the Great Bay area of Guangdong, Hong Kong, Macao and Chengdu and Chongqing, and planned 10 national data center clusters. So far, the overall layout design of the national integrated big data center system has been completed, and the "counting from the east to the west" project has been officially launched < p > "to put it bluntly, (counting in the East and counting in the West) is the data in the East and counting in the West. It represents that the development of China's digital economy has higher and higher requirements for computing power." Tong Fuyao gave his own understanding of the recent hot topic "counting from the east to the west", "In the past, China's IDC was basically deployed in coastal areas. As we all know, the resources in coastal areas are tight, and the energy consumption utilization rate is also very tight. There are a lot of energy in the west, especially renewable energy. If a large-scale data center is established, it can effectively undertake such a computing power in the East." < p > it indicates that Lenovo has strong competitiveness in these fields, and it happens to be in the track laid out by Lenovo

"If you pay attention to the national policy of counting from east to west, there are two indicators: the shelf rate is greater than 65% and the pue is less than 1.2, which is also Lenovo's real core competitiveness. Our water cooling technology can reduce the overall pue to less than 1.1 and the lowest to 1.08. Therefore, our core competitiveness can respond very well to the national energy-saving reduction in this technical indicator Such a strategy. " Tong Fuyao said < p > in addition, Lenovo has always been at the forefront of the world in terms of computing power. According to the latest supercomputing TOP500 ranking, Lenovo has provided 180 of the world's top 500 machines, accounting for 36%, which is the eighth time Lenovo has ranked first in the share of manufacturers since June 2018 < p > "Lenovo has begun to make a layout (counting from the east to the West). Besides Beijing, Shanghai, Guangzhou and Tianjin, we are also actively looking for our partners in Ningxia, Chengdu and Inner Mongolia. I believe Lenovo has great achievements in this field." Tong Fuyao revealed < p > be confident in doubling the profit margin in the next three years < / P > < p > in August 2021, at the presentation of Lenovo's performance, Yang Yuanqing set a goal: Lenovo will continue to increase R & D investment and strive to double it within three years; At the same time, the net profit margin will also strive to double within three years < p > with the release of the last two financial reports, we can see that Lenovo is gradually approaching this goal. The latest financial report shows that Lenovo's turnover and net profit have increased year-on-year, and its R & D expenses have also increased by 38% year-on-year < p > "this time, the net profit increased by 62% year-on-year, which is the sixth consecutive quarter with a growth rate of more than 50%. It is not easy to continue like this. Of course, all Lenovo businesses here have made contributions." Yang Yuanqing counted the performance of Lenovo's three business segments < p > is Lenovo able to maintain this growth trend in the future, and is it confident that its net profit margin will double in three years? Yang Yuanqing was very optimistic and said that Lenovo was full of confidence in the future < p > Yang Yuanqing believes that this confidence is mainly due to the growth of the following trends < p > the first is the prediction of PC in the future. It believes that the PC industry will maintain growth, and the average unit price will rise. In addition, the computer industry is changing from medium and low-end to medium and high-end; The shift from consumer computers to commercial computers will help promote the growth of profits and revenue < p > "Lenovo's growth will not depend entirely on PC. now it depends more on non PC growth, such as mobile phones, tablets and emerging smart terminals. Smart phones increased by 46% last quarter, the fastest among the top ten manufacturers." Yang Yuanqing said < p > < p > secondly, Yang Yuanqing believes that due to the development of 5g and the development of "end edge cloud network intelligence" system, more new terminal devices are springing up, such as embedded computing and the Internet of things < p > in addition, AR and VR driven by the meta universe will also grow rapidly driven by the meta universe, which will promote the high growth of Lenovo < p > in terms of ISG infrastructure business and SSG solution service business, as the infrastructure capacity has been built in the past few years, it will maintain profit growth in the future. Yang Yuanqing expects double-digit growth faster than the market growth < p > of course, in addition to doubling the profit margin, Yang Yuanqing said that he would continue to maintain the investment in R & D and complete the commitment to double the R & D expenses in three years. (quiet)


2023-03-22 10:04:50

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