Gwałtowne hamowanie Huawei
Koronawirus i sankcje odcisnęły swoje piętno na wynikach Huawei. W I kw. br. przychody wzrosły nieco ponad 1 proc.

W I kw. 2020 r. Huawei wypracowało w przeliczeniu ok. 25,8 mld dol. przychodów. Licząc w chińskiej walucie sprzedaż była wyższa o 1,4 proc. wobec analogicznego okresu ub.r. Rok temu wzrost wyniósł 39 proc.
Marża zysku netto w I kw. br. wyniosła 7,3 proc., co oznacza zysk poziomie ok. 1,88 mld dol. Poziom marży netto był natomiast niższy niż przed rokiem (8 proc.).
Huawei nie ujawniło bilansu dla poszczególnych grup biznesowych w I kw. br. ani sprzedaży smartfonów. Zapewnia, że wyniki są zgodne z oczekiwaniami, a wzrost jest "prężny" w warunkach, w jakich musi działać obecnie korporacja. Spowolnienie dynamiki to skutek zarówno amerykańskich restrykcji jak i koronawirusa, który w I kw. br. zadał mocny cios chińskiej gospodarce. Huawei twierdzi, że w obliczu pandemii prowadzi biznes tak jak zwykle. Koncentruje się na sprawnym funkcjonowaniu sieci dostawców i operacjach.
Firma informowała wcześniej, że w pełni przywróciło produkcję w Chinach po problemach w szczycie pandemii w tym kraju. Dalszy wpływ koronawirusa na globalny biznes oceniono jednak jako trudny do oceny.
"Ziarno, które przetrwa burzę, wykiełkuje, a następnie zakwitnie" – tą metaforą Huawei opisuje pokonanie pandemii w przyszłości.
Wzrok ku Europie
Wyniki I kw. 2020 r. Huawei ogłosiło w Londynie, a nie jak zwykle w swojej centrali w Shenzhen w Chinach, co może pokazywać znaczenie europejskiego rynku dla koncernu i jego zaangażowanie na kontynencie. Obecnie rozstrzyga się kwestia budowy infrastruktury 5G w różnych krajach. W Polsce Huawei zabiega o uzyskanie międzynarodowego certyfikatu potwierdzającego bezpieczeństwo swoich rozwiązań 5G.
W 2019 r. amerykańskie sankcje kosztowały Huawei globalnie 12 mld dol. utraconej sprzedaży – wynika z bilansu za ub.r.
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Tablety: dwie marki są najbardziej odporne na spadki
Na idącym w dół rynku (-16 proc. w III kw. br.) kluczową umiejętnością dla producentów będzie pokonanie presji inflacyjnej.
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Huawei wstrzymuje dostawy do Rosji
Nastąpi radykalny zwrot koncernu wobec Rosji - wynika z nieoficjalnych doniesień.
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