事件：公司于2025 年7 月23 日发布25Q2 业绩。Q2 营收符合指引。营收4.36 亿美元对应34.0 亿港元，YoY+1.8%，QoQ+8.9%，接近此前指引区间4.1~4.7 亿美元的中值。其中半导体解决方案业务营收20.1 亿港元（2.58 亿美元），YoY+20.9%，QoQ+1%，系逻辑及存储器市场对TCB 工具需求强劲；SMT 业务营收13.9 亿港元（1.79 亿美元），...
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