今日盘中，半导体设备制造商ASMPT（00522）股价出现大幅下跌，跌幅超过5%，引发市场关注。
造成股价下跌的主要原因是公司发布的2025年第三季度财报显示业绩转亏。根据财报，ASMPT第三季度销售收入为36.6亿港元，同比增长9.5%；新增订单总额36.21亿港元，同比增长14.2%。然而，公司录得净亏损2.69亿港元，由盈转亏。公司表示，亏损主要是由于子公司先进半导体设备（深圳）有限公司（AEC）的自愿性清盘，产生了3.71亿港元的重组成本和存货注销。
尽管第三季度业绩不佳，但ASMPT对未来前景仍持乐观态度。公司预计2025年第四季度销售收入将介于4.7亿至5.3亿美元之间，以中位数计算，环比增长6.8%，同比增长14.3%。华泰证券分析认为，公司第三季度亏损受到关厂计提一次性费用的影响，第四季度收入指引乐观，并看好2026年先进封装产品的持续推进。
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