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2021-02-24
14:49
ZTE i5GC Enables Private Networks for Digital Transformation of Vertical Industries

SHENZHEN, China, Feb. 24, 2021 /PRNewswire/ -- ZTE Corporation (0763.HK / 000063.SZ), a major international provider of telecommunications, enterprise and consumer technology solutions for the Mobile Internet, today announced at MWC Shanghai, the release of i5GC (industry 5GC) network solution oriented to private 5G networks for industry.

ZTE i5GC Enables Private Networks for Digital Transformation of Vertical Industries
ZTE i5GC Enables Private Networks for Digital Transformation of Vertical Industries

The solution introduces 5G capabilities such as large bandwidth, low latency, high reliability and multiple connections into various industries, and integrates technologies such as AI, IoT, cloud computing, big data and MEC to enable the digitalisation of whole industries and build fully-connected intelligent private 5G networks for vertical industries.

At present, public 5GC is oriented to consumer applications, so it cannot meet industry users' ultra-high requirements for security, latency, reliability, network control rights, energy consumption and usage environment. ZTE i5GC addresses this by deeply integrating and optimising 5GC functions. It uses 2U general servers to achieve the integration of multiple network functions (NF) and a plug-and-play one-stop deployment mode to achieve minimal space, minimal energy consumption and minimal operation and maintenance (O&M).

This solution provides non-professional industry users with rapid and accurate 5G network access deployment and excellent service experience. In addition, ZTE i5GC can be flexibly customised according to a user's diversified requirements for security, traffic processing and autonomy, and provide different function combinations and deployment forms for different scenarios. For instance, the user plane function (UPF) is deployed to the edge, traffic is forwarded nearby, and user data is locally managed. In addition, ZTE i5GC employs a 3GPP service-based architecture (SBA) to seamlessly interconnect with a 5G public network. It can integrate third-party multi-access edge-computing (MEC) applications through open interfaces to achieve flexible expansion and rapid iteration of edge applications, so as to explore and breed 5G killer applications in the vertical field.

Towards the construction of business-grade 5G networks, ZTE has implemented in-depth 5G applications for use in vertical fields such as mines, medical treatments and ports. For example, for a 5G smart mine project, ZTE uses i5GC to deploy a complete set of 5G networks underground, meeting the mine's compact space and explosion-proofing requirements, and achieving full coverage from key 5G networks. ZTE i5GC will continue to focus on industry projects, promote the understanding of industry requirements, work with enterprises and operators to build a 5G application ecosystem, help expand the 'blue ocean market' opportunity for 5G for business, and drive 5G large-scale commercial use and value monetisation.

Media Contacts:

Margaret Ma
ZTE Corporation
Tel: +86 755 26775189
Email: ma.gaili@zte.com.cn

Related Links :

http://www.zte.com.cn

Information Provided by PR Newswire [Disclaimer]
11:57
ZTE Launches Intelligent Orchestration Radio Network Solution

SHENZHEN, China, Feb. 24, 2021 /PRNewswire/ -- ZTE Corporation (0763.HK / 000063.SZ), a major international provider of telecommunications, enterprise and consumer technology solutions for the Mobile Internet, has released its Intelligent Orchestration Radio Network solution, which employs an innovative AI-based intelligent orchestration engine to enable MNOs to achieve maximum value from 5G networks.

As a key infrastructure and technology for digital transformation, 5G is advancing the development of the digital economy to a new level: from online to offline, from consumption to production, from platform to ecosystem. With the development of 5G networks, the one-size-fits-all strategy of traditional wireless networks has been unable to meet the diverse needs of B2C and B2B services. To help tackle this challenge, ZTE releases the Intelligent Orchestration Radio Network solution, which can simultaneously and dynamically orchestrate network resources according to service and experience requirements, implement the best user experience and meet industry requirements in a more flexible and efficient way to unlock the full potential of 5G network capabilities and value.

During the first stage of implementing the Intelligent Orchestration Radio Network solution, scenario-based intelligent resource coordination is implemented based on user orchestration and network orchestration. User orchestration is based on the learning and prediction of user behaviour and service capacity, and the evaluation of terminal capabilities to achieve precise navigation. This navigates users to the system and cell with the shortest delay and highest efficiency, thereby enabling delivery of the best 5G user experience. With the deployment of multi-frequency 5G networks, network orchestration can further realise 5G spectrum bandwidth in a dynamic maximum without affecting 2G/3G/4G services under the scenario of 4G and 5G resource competition with intelligent service diversion, guaranteeing the continuity of the 5G user experience.

Bai Yanmin, Vice President of ZTE Corporation, said: "ZTE has introduced intelligent orchestration capabilities into wireless networks for the first time. From the perspective of all frequency bands and radio access technologies (RATs), ZTE is committed to delivering the most powerful network capability, the best service perception, and the best user experience at any time. We hope that user experience and traffic gain can be improved by 20% through the first phase of user orchestration and network orchestration, facilitating MNOs to build a more competitive smart collaborative network with higher return on investment to realise a sustainable value-based operation."

As 5G networks begin to serve a wide range of industries, combined with the requirements of industry applications, more intelligent orchestration will be developed to fully serve the B2C and B2B markets. ZTE's Intelligent Orchestration Radio Network will facilitate MNOs and partners at home and abroad to fully release the value of 5G networks and empower thousands of industries to upgrade intelligently.

Media Contact:

Margaret Ma
ZTE Corporation
Tel: +86 755 26775189
Email: ma.gaili@zte.com.cn

Related Links :

http://www.zte.com.cn

Information Provided by PR Newswire [Disclaimer]
10:31
【活捉走地股】賭業新勢力入主 澳門勵駿1680只會越炒越乾

1680新主陳榮煉去年9月以1.05元入場兼提出全購要約(G.O.),之後有多達7.71億股接納。

呢一個動作,令1680有四大要點:

一)新主陳榮煉持股升至33.19%;

二)「賭王三太」陳婉珍一股未減,持股量仍然有16.33%;

三)公眾股東持股量由29.08%,降至16.7%,貨乾程度大增

四)原來陳榮煉係澳門猛人,博彩中介人排名僅次於「洗米華」周焯華,陳榮煉又於柬埔寨、菲律賓、韓國有賭場業務

1680似乎係陳榮煉「升呢之作」,今次仲拍住「賭王三房」人馬合作,未來更有注資憧憬。

1680未乎合港交所公眾持股25%要求水平,最理想當然要等佢配一次股,恢復公眾持股水平,但短線市場大炒賭股反彈,1680有機會受氣氛帶動向1.6、1.7水平挑戰。

 

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2021-02-23
10:31
【論股商場】Mirko:期油可望100美元 三桶油反彈首選中海油883

中石油(00857.HK)和中石化(00386.HK)的天然氣油價開採成本分別為約11美元和16美元,相比中海油(00883.HK)約29美元一桶,貌似成本較低,而事實上我們翻開2019年的財務報表一看,386和857的純利率 (net profit margin) 僅為2%以下,相反中海油在油價未有大幅波動前純利率達26%。我們得出的結論中海油是理論上最受低油價的影響,但在油價復甦後反彈力度理應更強,他的盈利能力比另外兩桶油高出十幾倍。

油價近日在60美元邊徘徊,而紐約期油對上次在50至60美元徘徊的時間是2019至2020年間,中石油股價波幅處於4至5元,中石化則處於5至6元,與今日相比分別下跌約50%和20%,而中海油亦跌20%左右,由此類比推斷的話直接因油價因素還有起碼20%上升空間。

當然還要衡量其他因素,例如技術走勢上三隻油股上邊皆有萬年蟹貨下壓,短期突破能力還看中海油最強,相信其資產結構及營利模式會更受基構投資者喜愛,他的業務較另外兩隻簡單,也能最直接受惠於油價反彈,而中石化386照計收益率最高,逹8.19厘,相信更受散戶投資者鍾情。

由此歸納,我認為反彈力度由強到弱是:「中海油>中石油>中石化」,投資者看自己策略,哪一隻自己坐得最舒服,追落後中石油,強勢中海油,但持有中石化也不用太過擔心,在一邊享受8厘息一邊靜觀其變,相信油價在通脹的推動下重回100美元並非天方夜譚,屆時全部油股皆能受惠。

而炒得更短的投機者更可留意下中海油田服務(02883.HK),在以往基金仍重倉能源股的年代經常會見到883和2883一齊出現的身影,而散戶投資者則較少留意,所以港交所ccass可見中海油服會較少散戶祝福更乾身,短期波幅更大,如能突破近五年高位$12前途無可限量。

以現時經濟大環境預測,油價在兩年內重回100美元是絕對有機會的,而我們部署油股的策略會直接與油價掛鉤,我會以中長線部署為主,以油價50美元為止蝕的話,中海油883的止蝕約為8.5元,可先上望近年高位15元,油價再有異動的話可在再調高上望空間,以中長線部署來看,油股仍然是相對落後股份,策略上將高位減持其他股票的利潤鎖定,再分配部份資產到油股,既可享有油價上升的優勢,又可以減低風險,賺取8厘股息回報,絕對值摶。

Mirko

https://www.facebook.com/MirkoCom

 

Information Provided by Strategist Digital Limited [Disclaimer]
2021-02-22
12:04
CNOOC Limited Announces a Large-sized Oil and Gas Discovery of Bozhong 13-2 in Bohai

HONG KONG, Feb. 22, 2021 /PRNewswire/ -- CNOOC Limited (the "Company", SEHK: 00883, NYSE: CEO, TSX: CNU) announced today that the Company made a large-sized oil and gas discovery Bozhong 13-2 in Bohai Bay.

The Bozhong 13-2 structure is located in the south-western Ring of Bozhong Sag in the Bohai Bay with an average water depth of about 23.2 meters. The discovery well BZ13-2-2 was drilled and completed at a depth of 5,223 meters, and encountered oil pay zones with a total thickness of approximately 346 meters. The well was tested to produce an average of approximately 1,980 barrels of crude oil and 5.25 million cubic feet of natural gas per day.

Mr. Zhou Xinhuai, General Manager of Exploration Department of the Company said, "The successful exploration of Bozhong 13-2 structure is another remarkable exploration achievement for the Company to continuously enhancing its efforts in oil and gas exploration and production in offshore China. After obtaining Bozhong 19-6 large-sized condensate gas field, the Company has made significant breakthrough in the exploration of another type of buried hill in Bohai, which not only has important promotion value, but also demonstrates promising exploration prospect in Bohai."

Notes to Editors:

More information about the Company is available at http://www.cnoocltd.com

*** *** *** ***

This press release includes "forward-looking statements" within the meaning of the United States Private Securities Litigation Reform Act of 1995, including statements regarding expected future events, business prospectus or financial results. The words "expect", "anticipate", "continue", "estimate", "objective", "ongoing", "may", "will", "project", "should", "believe", "plans", "intends" and similar expressions are intended to identify such forward-looking statements. These statements are based on assumptions and analyses made by the Company in light of its experience and its perception of historical trends, current conditions and expected future developments, as well as other factors the Company believes are appropriate under the circumstances. However, whether actual results and developments will meet the expectations and predictions of the Company depends on a number of risks and uncertainties which could cause the actual results, performance and financial condition to differ materially from the Company's expectations, including but not limited to those associated with fluctuations in crude oil and natural gas prices, macro-political and economic factors, changes in the tax and fiscal regimes of the host countries in which we operate, the highly competitive nature of the oil and natural gas industry, the exploration and development activities, mergers, acquisitions and divestments activities, environmental responsibility and compliance requirements, foreign operations and cyber system attacks. For a description of these and other risks and uncertainties, please see the documents the Company files from time to time with the United States Securities and Exchange Commission, including the Annual Report on Form 20-F filed in April of the latest fiscal year.

Consequently, all of the forward-looking statements made in this press release are qualified by these cautionary statements. The Company cannot assure that the results or developments anticipated will be realised or, even if substantially realised, that they will have the expected effect on the Company, its business or operations.

*** *** *** ***

For further enquiries, please contact:

Ms. Jing Liu
Manager, Media & Public Relations
CNOOC Limited
Tel: +86-10-8452-3404
Fax: +86-10-8452-1441
E-mail: mr@cnooc.com.cn

Bunny Lee
Porda Havas International Finance Communications Group
Tel: +852 3150 6707
Fax: +852 3150 6728
E-mail: cnooc.hk@pordahavas.com

Related Links :

http://www.cnoocltd.com

Information Provided by PR Newswire [Disclaimer]
12:04
中海油在渤海獲得渤中13-2大型油氣發現

香港2021年2月22日 /美通社/ -- 中國海洋石油有限公司(「公司」或「中海油」,香港聯交所股票代碼:00883,紐約証券交易所股票代碼:CEO,多倫多証券交易所股票代碼:CNU)今天宣佈在渤海海域獲得渤中13-2大型油氣發現。

渤中13-2構造位於渤海海域渤中凹陷西南環,平均水深約23.2米。發現井BZ13-2-2井共鑽遇約346米厚的油層,完鑽井深5,223米。經測試,該井平均日產原油約1,980桶、天然氣約5.25百萬立方英尺。

公司勘探部總經理周心懷表示:「渤中13-2構造的勘探成功,是公司持續加大中國海域油氣勘探開發力度的又一重要勘探成果,標誌著公司在獲得渤中19-6大型凝析氣田後,於渤海另一潛山類型獲得重大突破,不僅具有重要的推廣價值,更展示出渤海巨大的勘探前景。」

編者注:

如需了解中國海洋石油有限公司更多信息,請登陸公司網站 http://www.cnoocltd.com

*** *** *** ***

本新聞稿包含一九九五年《美國私人証券訴訟改革法案》(United States Private Securities Litigation Reform Act of 1995)意義上的前瞻性聲明,包括關於預期未來事件、業務展望或財務結果的聲明。「預期」、「預計」、「繼續」、「估計」、「目標」、「持續」、「可能」、「將會」、「預測」、「應當」、「相信」、「計劃」、「旨在」等詞匯以及相似表達意在判定此類前瞻性聲明。這些聲明以本公司根據其經驗以及對歷史發展趨勢、目前情況以及預期未來發展的理解,以及本公司相信的其它合理因素所做出的假設和分析為基礎。然而,實際結果和發展是否能夠達到本公司的預期和預測取決於一些可能導致實際業績、表現和財務狀況與本公司的預期產生重大差異的風險和不確定因素,這些因素包括但不限於與原油和天然氣價格波動有關的因素、宏觀政治及經濟因素,公司作業所在國的財稅制度變化,石油和天然氣行業高競爭性的本質,勘探開發和並購剝離活動,環境責任和合規要求,海外經營狀況以及網絡攻擊。對於這些及其他風險和不確定因素的描述,請參看本公司不時向美國証券交易委員會遞交的備案文件,包括本公司於最近財政年度四月份備案的年度報告(20-F表格)。

因此,本新聞稿中所做的所有前瞻性聲明均受這些謹慎性聲明的限制。本公司不能保証預期的業績或發展將會實現,或者即便在很大程度上得以實現,本公司也不能保証其將會對本公司、其業務或經營產生預期的效果。

*** *** *** ***

如有進一步查詢,請聯絡:

劉靜
媒體/公共關係經理
中國海洋石油有限公司
電話:+86-10-8452-3404
傳真:+86-10-8452-1441
電郵:mr@cnooc.com.cn

李耀榮
博達浩華國際財經傳訊集團
電話:+852 3150 6707 
傳真:+852 3150 6728
電郵:cnooc.hk@pordahavas.com

相關鏈接 :

http://www.cnoocltd.com

Information Provided by PR Newswire [Disclaimer]
10:31
【異動股】小米未否應造車傳聞 僅稱:「電動車未正式立項」

集團發澄清公告,稱注意到近日若干媒體有關集團擬進入電動汽車製造行業的報道。集團一直關注電動汽車生態的發展,並就相關行業態勢進行持續評估及研究,就電動汽車製造業務的研究還沒有到正式立項階段。

 

Information Provided by Strategist Digital Limited [Disclaimer]
2021-02-18
15:28
New World Development to Host First Private Sector Job Fair Since the Pandemic, Creating Nearly 1,000 Jobs Amidst Hong Kong's Rising Unemployment Rate

Adrian Cheng: Corporates must take the lead in supporting Hong Kong's economic recovery through creating opportunities and hope

HONG KONG, Feb. 18, 2021 /PRNewswire/ -- As Hong Kong's latest unemployment rate is predicted to once again hit a record high, New World Development (NWD) has announced a huge drive to lead economic recovery by hosting the largest jobs fair by the private sector since the start of the pandemic, creating close to 1,000 new jobs with a monthly salary of up to HKD100,000.

Themed "Create Jobs - Spark Hope", the fair will take place on 13 March 2021 and will feature a number of jobs which have evolved from the city's transition to a 'new normal' as a result of the pandemic, including mask production, heritage conservation and social media.

The first private sector job fair since the pandemic

Adrian Cheng, Executive Vice-Chairman and Chief Executive Officer of NWD, said, "Business leaders should be the engine to provide innovative solutions for the society. The pandemic has affected jobs across sectors, and businesses with resources have the responsibility to help. We are creating nearly 1,000 jobs for people in Hong Kong to not only support the Group's long-term growth, but also create opportunities and a sense of hope, especially for those who have been made unemployed or experiencing difficulties in searching for a job. We firmly believe in the future of Hong Kong's economy; I hope this job fair can inspire corporations in Hong Kong to create opportunities and support our economic recovery."

The positions on offer will mainly be at New World Development Company Limited and at least 10 of its subsidiaries including New World Property Management, K11 Group, 11 SKIES, NWS Holdings, Gleneagles Hospital Hong Kong, Humansa, Hong Kong Golf & Tennis Academy, Hip Seng Group of Companies, Hip Hing Construction, Vibro and FTLife. They welcome applications from people from all backgrounds, from new graduates to those unfortunate to have lost their jobs.

Few sectors were hit as hard by the pandemic as travel, retail and hospitality but the hope is that many of those skills are transferable to the jobs on offer, which will include travel development strategist, nurses, pharmacists, wealth management consultants, chefs, engineers, security guards and roles in digital media, online promotion, marketing, occupational health and safety, property management and customer service.

The Group is a strong advocate for female leadership and improving gender diversity at the workplace, a principle which will also be reflected in these new hires. Female representation at senior management levels at NWD has increased from 35% to almost 40% in the past 6 months and the Group continues to strive for equality.

The "Create Jobs - Spark Hope" job fair, which will take place at K11 ATELIER King's Road, Quarry Bay, will feature 11 booths each introducing the recruiting departments of the companies and the positions available. Job seekers can submit interview applications onsite. There will also be an exhibition showcasing the 50th anniversary of New World Development which the company is celebrating this year, so job seekers can understand the group's business and corporate vision as preparation for subsequent interviews.

In view of the ongoing pandemic, to avoid large gatherings at the venue, job seekers must register online from February 22 and arrive at the job fair at the designated timeslot.

Highlight of 9 featuring jobs in the fair

The job fair provides some emerging careers in cultural creative industry that fit the current trend.

In response to the upcoming launch of large projects such as the restoration of the State Theatre and the opening of 11 SKIES, the group is looking for talented individuals with expertise in historic building conversation, tourism management, marketing and customer services. Amid post-pandemic transformation and increasing cultural awareness, New World has advertised nine featuring job opportunities, which are as follows:

  1. State Theatre Conservation Ambassador
    Planning and organising various social and cultural activities, introducing the State Theatre's valuable history to citizens and tourists, promoting historic building conservation and revitalization, facilitating oral history and artefacts curations, and building Hong Kong into a "Cultural Oasis" where people can explore performing arts, as well as cosmopolitan arts and culture.

  2. Masketing (Mask-marketer and product developer)
    New World Development was the first property developer to produce face masks in Hong Kong. In light of more stringent requirements, the group will put more resources into the marketing and the development of innovative protective equipment to fight the coronavirus pandemic, and provide health protection for the group's property residents, retail outlets.

  3. ESG Strategist
    With ongoing concerns about climate change, "Environmental, Social and Corporate Governance" (ESG) is increasingly being valued by institutional investors and family funds. ESG development strategy consultants will develop a set of standardised environmental protection goals for NWD's property development projects and operations, while also introducing the values of environmental preservation, health, technology and community into the existing synergies within the business model which is expected to bring long-term well-being to the community.

  4. 11 SKIES Travel Development Strategist
    11 SKIES will be developed into a one-stop landmark location combining retail, F&B and entertainment, providing much-needed job opportunities in the tourism sector, which has been badly affected by lay-offs during the pandemic. Roles available include expert tour guides who will provide tailor-made, in-depth guided travel experiences for local visitors and tourists alike.

  5. 11 SKIES Digital Media Strategist
    Developing a New Retail strategy leveraging big data and new media channels, for example, connecting online and offline sales, e-shops, big data and the IoT, etc. together with a precise CRM system that helps provide an intimate customer experience.

  6. K11 Customer Service Excellence Representative
    As social media has become a part of customers' daily life, K11 Excellent Customer Service Representative will not only provide customer service but will also be stationed at K11's different cultural retail landmarks, exploring the trendiest and most Instragrammable hotspots for customers and tenants for stunning photos, while providing promotion opportunities for our tenants.

  7. Children Programme Specialists
    Discovering and developing children's hidden potential have always been a top priority for parents. NWD's family-friendly landmark, D - PARK Discovery Park, has long been committed to building an interactive shopping space that is designed to stimulate young minds. The Group has hired Children Programme Specialists who will dedicate their time to creating fun, bespoke activities for children, allowing them to learn through play and inspire them to discover their natural potential and aptitudes.

  8. Athletic Programme Specialist
    New World is dedicated to assisting retired Hong Kong athletes to transition from professional sports to a brand-new career path. Partnering with its affiliate, the Hong Kong Golf and Tennis Academy in Sai Kung, New World provides priority consideration for active or retired athletes as Athletic Programme Specialist at the Academy, spend time working with patrons of the Academy and organising training regiments and athletic training plans for them.

  9. Entrepreneur Trainees
    In light of the global economic changes resulting from the pandemic and with NWD's innovative corporate culture, the firm is looking to hire a number of Entrepreneur Trainees. The highlight of the application is to propose a creative and feasible corporate development plan which the candidate, if hired, might be able to put it into practice and infuse into our business ecosystem.

Registration and results announcement arrangement of Job Fair:

Registration Date:

From February 22 (Monday)

Registration Qualification:

Welcome job seekers with different years and academic qualifications

Registration Method:

Applicants must go to the website nwjobfair.nwd.com.hk to fill in the registration form. If the number of applicants exceeds the limit, submissions will be placed on waiting list

Result Announcement:

Applicants will receive a confirmation email with QR code upon successful registration. All visitors must present the QR code before entering the venue 

Details of the job fair:

Date:

March 13 (Saturday)

Time:

10am to 12pm

2pm to 5pm

The venue will be closed from 12pm to 2pm for sanitisation 

Venue:

L3, K11 ATELIER King's Road, 728 King's Road, Quarry Bay

Recruitment Company:

New World Development Company Limited,

New World Property Management Company Limited, K11 Group, 11 SKIES, NWS Holdings Limited, Gleneagles Hospital Hong Kong, Humansa, Hong Kong Golf & Tennis Academy, Hip Seng Group of Companies Hip Hing Construction Company Limited, Vibro (H.K.) Limited and FTLife Insurance Company Limited

Recruitment Method:

Full time / Part time / Contracts

Job Fair Email:

nwjobfair@nwd.com.hk

Basic Information of 9 featuring job opportunities


Job Opportunities

Recruiting Company:

1

State Theatre Conservation Ambassador

New World Development Company Limited

2

Masketing (Mask-marker)

Hip Seng Group of Companies

3

ESG Strategist

New World Development Company Limited

4

11 SKIES Travel Development Strategist

11 SKIES

5

11 SKIES Digital Media Strategist

11 SKIES

6

K11 Customer Service Excellence Representative

K11 Group

7

Children Programme Specialist

D - PARK Discovery Park

8

Athletic Programme Specialist

Hong Kong Golf & Tennis Academy

9

Entrepreneur Trainees

New World Development Company Limited

About New World Development

Founded in 1970, New World Development Company Limited ("The Group", Hong Kong stock code: 00017) was publicly listed in Hong Kong in 1972 and is a constituent stock of the Hong Kong Hang Seng Index. A premium brand infused with a unique personality best defined by The Artisanal Movement, New World Group's core business areas include investment in property and property development, and investment in and/or operation of roads, commercial aircraft leasing, construction, insurance, hotels and other strategic businesses. Its Greater China operations, especially in the Greater Bay Area, had a total asset value of approximately HK$600.2 billion as of 30 June 2020. The Group's two listed companies are NWS Holdings Limited (61%), and New World Department Store China Limited (75%). New World China Land Limited is wholly owned by the Group.

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10:18
【港股策略】聯想集團992 擬創科板上市 搶掘「黃金坑」 飆升概率高

現在,該股以10.74元交易,上升0.44元,總成交量為6980萬股,而最新技術性量度上升首目標為11.5元,破位後將可反覆向上挑戰12.3-12.6元區域水平,再上可見14元及16元。

聯想集團首席財務官黃偉明在電話訪問中指出,疫情新常態下估計在家工作等的趨勢將持續,對後台、雲服務及基建等亦有正面影響,而公司透過服務帶動的轉型過去數季亦陸續有成績,成立方案服務業務集團後料更聚焦相關發展,續投資冀加大增長。他認為服務業務的利潤較設備高,而受惠市場需求強勁,上季相關收入增長逾三成,貢獻集團約8-9%左右,一般利潤亦是設備最少一倍,有助改善整體利潤表現。

他指出,公司在科創板上市已於股東會上獲通過,之後會安排董事、高級管理層培訓、撰寫招股書及監管機構審批等,之前公布時期望可半年內完成,如情況許可希望爭取盡快上市。他指出公司是出身於中國的企業,惟內地投資者只能透過互聯互通購買其股份,加上考慮到中國在5G、科技升級等商機龐大,冀集資在雲基建、新IT方面的投資,認為內地市場估值及股價等或較香港好。

他指出現時零部件市場存在供求不平衡,上季如果不受供應困擾生意應好10-20%,但強調集團有不同應對方式,包括是預先採購等,加上其供應鏈能力較強,並擁有自己的生產基地,故即使最後階段取得零部件亦能趕及生產,而旗下供應鏈團隊料今年首季仍面對供求問題,料到年中後應回復平衡。

里昂發表研究報告指出,聯想集團的季度業績創新高,收入錄170億美元,按年增長22%,超出該行及市場預期;稅前盈利錄5.91億美元,按年增長52%,超出預期的幅度更大。

該行指,在供應短缺支持毛利率穩定的情況下,聯想領先的規模及全球製造靈活性,都令其在產品提供及定價上有很高的議價能力。另外,伺服器毛利率改善處於正軌。以服務為導向的轉型亦執行良好,可入帳收入及合同上升,令其增長前景可見度提高。

該行將公司2021至2023財年的每股盈利預測分別上調9%、20%及12%,以反映個人電腦需求持續及結構性毛利率改善,目標價由原來的14元上調至16.3元,重申「買入」投資評級,看到多項重估催化劑,料盈利升級周期持續。

 

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10:18
【港股策略】信義光能968 兜底扭腰勁有力 期待再創新高

現在,該股以21.4元交易,上升0.5元,總成交量為3423萬股,而最新技術性量度上升首目標為22元,破位後將可反覆向上挑戰24.8元水平,再上可見28元。

信義光能發盈喜,預計12月止年度純利將較2019年度的24.17億元大幅增長75%-95%,主要受惠集團太陽能玻璃業務的純利大幅增加,原因是市場需求強勁及新產能增加,令銷量增加;平均市價整體上升;及生產效率提高以及若干原材料及能源成本下降。

信義光能於2020年12月中以13元作價,配售3億股,集資淨額約為38.76億元,擬用作擴大太陽能玻璃產能的資本開支、太陽能發電場項目以及集團的一般營運資金。

美銀證券發表報告指,在反映信義光能將520萬瓦太陽能電場出售予信義能源(03868.HK)後,輕微上調信義光能股份目標價,由22元升至22.1元,不過評級由「買入」降至「中性」,主因行業產能增加令明年太陽能玻璃的供過於求風險上升,或使其基於折現現金流的目標價,及相當於1.9倍市盈增長率(PEG)的估值上升空間有限。

 

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