Lenovo revenues shrink as PC market suffers global downturn
个人电脑市场遭遇全球低迷，联想营收缩水
Sales decline for first time in 10 quarters at world’s biggest computer maker
全球最大电脑制造商销售额 10 个季度以来首次下滑
Lenovo, the world’s largest computer maker, has posted its first sales decline in more than two years after the global PC market suffered its worst quarterly downturn on record.
在全球个人电脑市场遭遇有记录以来最严重的季度低迷之后，全球最大的电脑制造商联想公布了两年多以来的首次销售下滑。
A zero-Covid policy of frequent lockdowns in its home market of China has damped retail demand and disrupted businesses. Lenovo said it accounted for a 12 per cent drop year on year in fiscal second-quarter sales in China, as overall revenues fell 4 per cent to $17.1bn — their first decline in 10 quarters.
中国本土市场频繁封锁的零疫情政策抑制了零售需求并扰乱了企业。联想表示，其在中国第二财季的销售额同比下降 12%，总收入下降 4% 至 171 亿美元，这是 10 个季度以来的首次下降。
“Lenovo once again delivered solid results, even in a challenging global market,” said Yuanqing Yang, chair and chief executive.
“即使在充满挑战的全球市场中，联想再次取得了可观的业绩，”董事长兼首席执行官杨元庆表示。
With a deteriorating macroeconomic situation and high inflation in key markets, analysts say consumers and businesses are being more cautious in their spending, which has hit PC sales and shipments.
分析师表示，随着宏观经济形势的恶化和主要市场的高通胀，消费者和企业的支出变得更加谨慎，这对个人电脑的销售和出货量造成了冲击。
Research company Canalys reported on Wednesday that total PC and tablet shipments fell 14 per cent year on year in the third quarter to 105.6mn units. Lenovo shipped 19.4mn units in the third quarter, down 21 per cent and falling behind Apple, which shipped 23.4mn units. Global desktop and notebook shipments fell 18 per cent in the quarter, a record year-on-year decline.
研究公司 Canalys 周三报告称，第三季度个人电脑和平板电脑的总出货量同比下降 14%，至 1.056 亿台。联想第三季度出货量为 1,940 万台，下降 21%，落后于苹果公司，后者出货量为 2,340 万台。本季度全球台式机和笔记本电脑的出货量下降了 18%，同比下降创历史新高。
Yang said in a Reuters interview that Lenovo’s decreasing sales in China were related more to commercial clients. In contrast, there was weaker consumer demand in other markets, such as the US and Europe, influenced by high inflation. He told Bloomberg that Lenovo could not sell some of its most advanced computers to clients in China because of the latest US chip curbs.
杨在接受路透社采访时表示，联想在中国的销售额下降更多地与商业客户有关。相比之下，受高通胀影响，美国和欧洲等其他市场的消费需求较弱。他告诉彭博社，由于美国最新的芯片限制措施，联想无法向中国客户出售其部分最先进的计算机。
While Apple supplier Foxconn has taken a production hit from workers fleeing its factory in Zhengzhou to escape Covid-19 controls, Yang said Lenovo’s plants were not affected and were “still operating very well”.
虽然苹果供应商富士康的生产受到工人逃离其郑州工厂以逃避 Covid-19 控制的打击，但杨表示，联想的工厂没有受到影响，并且“仍然运行良好”。
Lenovo has built new factories in Tianjin and Shenzhen as well as in Hungary, and expanded its factory in Mexico. Its plants in Shenzhen and Wuhan were described by Chinese state media as model factories in the fight against Covid in 2020 and 2021.
联想在天津、深圳以及匈牙利建立了新工厂，并在墨西哥扩建了工厂。其在深圳和武汉的工厂被中国官方媒体描述为 2020 年和 2021 年抗击新冠病毒的模范工厂。
To help offset declining PC sales, the company has been diversifying into areas such as cloud computing, servers and smartphones. New businesses and cost-cutting helped lift profits for the September quarter by 6 per cent to $541mn, beating analyst expectations of $473mn.
为了帮助抵消个人电脑销量下滑的影响，该公司一直在向云计算、服务器和智能手机等领域进军。新业务和成本削减帮助提高了 9 月季度的利润 6% 至 5.41 亿美元，超过了分析师预期的 4.73 亿美元。
During its earnings call, Yang said Lenovo had been investing in non-PC segments for years and would continue rebalancing resources to the new areas.
杨在财报电话会议上表示，联想多年来一直在投资非个人电脑领域，并将继续将资源重新平衡到新领域。
“For Lenovo, these results prove that our strategic foresight, operational resilience and consistent investment in diversified growth engines have prepared us well for challenging times,” he said.
“对于联想来说，这些结果证明了我们的战略远见、运营弹性和对多元化增长引擎的持续投资，为我们应对充满挑战的时代做好了准备，”他说。
