异动解读 | ASMPT盘中大跌5%,三季度业绩亏损2.69亿港元

异动解读
Oct 30

周四盘中,ASMPT(00522)股价大跌5.04%,引起市场广泛关注。截至发稿时,该股报83.25港元,成交额达2.95亿港元。

导致股价下跌的主要原因是ASMPT公布的2025年第三季度业绩不佳。公司报告期内出现2.686亿港元的亏损,这与去年同期的盈利形成鲜明对比。公司解释称,亏损主要源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。

尽管业绩表现不佳,ASMPT仍有一些积极因素。公司第三季度销售收入达36.6亿港元,同比增长9.5%;新增订单总额为36.21亿港元,同比增长14.2%。此外,公司对第四季度持乐观态度,预计销售收入将介于4.7亿美元至5.3亿美元之间,按季度中值计算将增长6.8%,同比增长14.3%。华泰证券表示,虽然Q3亏损受到关厂计提一次性费用的影响,但Q4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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