异动解读 | ASMPT盘中大跌5.02%,出售NEXX子公司交割后产品线收窄及行业压力致股价承压

异动解读
Jun 10

ASMPT(00522)今日盘中股价大跌5.02%,引起了市场关注。

消息面上,公司近期完成了将其间接全资子公司ASMPT NEXX, Inc.全部股份出售予应用材料公司的交割。此举预计为公司净回笼资金约1.16亿美元,但同时也意味着ASMPT NEXX不再并入集团财务报表,导致公司SEMI(半导体设备)分部的产品线有所收窄。市场正据此对公司未来的营收规模进行重新评估和定价。

此外,近期半导体设备板块整体表现偏弱,行业性的联动压力与公司资产剥离后的基本面变化共同作用,使得ASMPT股价持续面临下行压力。

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