华尔街日报 | 惠普计划涨价并将更多生产迁出中国

                

HP to Raise Prices, Shift More Production Out of China Amid Tariff Pressure


惠普预计，到6月底该公司基本所有供应北美市场的产品都将在中国以外生产。


惠普已经增加了在越南、泰国、印度、墨西哥和美国等国的产量。

惠普(HP)正准备提高部分产品的价格，并加紧将其更多生产迁出中国，目前这家科技公司正努力应对关税压力。
HP is getting ready to raise prices on certain products and accelerating efforts to move more of its production out of China as the technology company grapples with tariff pressure.
这些计划出台之际，这家电脑和打印机制造商下调了财年业绩预期，理由是关税成本高于预期，以及最近一个财季硬件需求放缓。
The plans come as the computer and printer maker lowered its outlook for the year, citing higher-than-expected tariff costs and moderating demand for hardware in the recent quarter.
首席执行官Enrique Lores周三表示：“关税费用更高，影响的国家也比我们预期的要多。”
“Tariff charges were bigger and impacted more countries than we were expecting,” Chief Executive Enrique Lores said Wednesday.
Lores表示，因此，该公司已增加了在越南、泰国、印度、墨西哥和美国等国的产量。他称，该公司预计到6月底，其几乎所有供应北美市场的产品都将在中国以外生产。惠普还将推出“有针对性的定价行动”，同时加大成本控制力度。
As a result, the company has increased its production in countries such as Vietnam, Thailand, India, Mexico and the U.S. It expects nearly all of its North American products to be built outside of China by the end of June, Lores said. HP will also roll out “targeted pricing actions,” while simultaneously increasing its focus on cost control.
Lores预计，这些综合行动将在10月份结束的第四财季前抵消所有关税成本的影响。他补充说，惠普于2022年11月首次宣布的成本削减计划（该计划将导致公司裁员多达9,000人）的进展略微快于计划，并且可能带来比最初预期更高的成本节约。
Lores expects these combined actions to offset all tariff costs by its fiscal fourth quarter, ending in October. HP’s cost-cutting plan—which was first announced in November 2022 and will see the company eliminate up to 9,000 jobs—is slightly ahead of schedule and will likely result in higher savings than initially forecast, he added.
Lores表示，个人电脑市场持续增长，尽管增速较以往有所放缓。在人工智能(AI)持续普及的推动下，商业客户将成为财年剩余时间增长的主要驱动力。
Meanwhile, the personal computing market continues to grow, albeit at a slower pace than before. Commercial customers will be the key driver of growth for the remainder of the year, boosted by the continued adoption of artificial intelligence, Lores said.
他指出，惠普有望实现其目标，即到第四财季AI个人电脑(PC)的出货量将占总出货量的25%以上。
He noted that HP is on track to meet its goal to have AI PCs account for more than 25% of total shipments by the fourth quarter.
对于2025财年，惠普目前预计调整后每股收益为3-3.30美元，低于此前3.45-3.75美元的预期。该业绩预期包括每股68美分的费用，该公司称这主要与重组和其他费用有关。
For its fiscal 2025, HP now expects adjusted per-share earnings of $3 to $3.30, down from a prior view of $3.45 to $3.75. This outlook includes a charge of 68 cents a share, which the company said is primarily tied to restructuring and other charges.
对于当前财季，该公司预计调整后每股收益为68-80美分，其中包括与重组相关的11美分费用。
For the current quarter, the company forecast adjusted per-share earnings of 68 cents to 80 cents, including an 11 cent charge tied to restructuring.
FactSet调查的分析师此前预计，该公司当前财季调整后每股收益为90美分，财年每股收益为3.56美元。
Analysts polled by FactSet were looking for adjusted earnings of 90 cents a share in the current quarter, and $3.56 a share for the year.
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上述业绩预期发布之际，惠普公布的第二财季销售额和利润均低于预期。
The outlooks came as HP logged lower-than-expected sales and profit for its second quarter.
在截至4月30日的三个月里，该公司实现利润4.06亿美元，合每股42美分，低于上年同期的6.07亿美元，合每股61美分。
The company posted a profit of $406 million, or 42 cents a share, for the three months ended April 30, down from $607 million, or 61 cents a share, a year earlier.
调整后每股收益为71美分，低于分析师预期的80美分。
Adjusted per-share earnings came in at 71 cents, missing the 80 cents that analysts expected.
收入增长3.3%，至132.2亿美元。分析师预期销售额为131.3亿美元。个人系统业务收入增长7%，抵消了打印业务净销售额下降4%的影响。
Revenue rose 3.3% to $13.22 billion. Analysts expected sales of $13.13 billion. Personal systems revenue increased 7%, offsetting a 4% drop in net printing sales.