中银国际发表研究报告指，ASMPT(00522.HK) 首季业绩符合指引中位数，受惠于产品组合改善，毛利率按年上升约3.7个百分点。期内，集团净利润为8,400万元，略微胜于市场预测。
中银国际表示，ASMPT先进封装业务继续快速进展，同时设备行业逐渐见底回升，其TCB业务持续获得客户认可，而SMT业务仍然拖累公司近期表现，不过，该行认为，由于有订单赶在关税暂停期90天内出货，加上产能转移带动全球资本开支上升，料集团有望受惠于关税战。该行提到，该股的估值较为吸引，维持“买入”评级，目标价由98元下调至81元。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-02 16:25。)
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