港股异动 | ASMPT(00522)盘中涨超5% 大摩料公司三季度订单出货比将维持在1倍以上

智通财经
Oct 24, 2025

智通财经APP获悉,ASMPT(00522)盘中涨超5%,截至发稿,涨5.65%,报87.95港元,成交额7752.94万港元。

大摩发布研报称,主流半导体需求正在复苏,而且先进封装市场持续增长,目前估计ASMPT第三季订单出货比将维持在1倍以上。业绩方面,ASMPT第三季收入指引中位数为4.75亿美元,即按年增长11%,大摩目前预测公司收入可符合指引,但相信期内会录得约3.6亿元人民币的一次性重组开支,因而将录得约6,900万元净亏损。至于第四季,该行预测收入可达到36.46亿元,料按年增长7%,并按季扭亏录净利润约1.26亿元,主要受到先进封装推动半导体解决方案收入增长。

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