港股异动 | ASMPT(00522)绩前跌超6% 大摩料其第三季或因一次性重组开支取得亏损

智通财经
Oct 28, 2025

智通财经APP获悉,ASMPT(00522)跌超6%,截至发稿,跌6.61%,报87.55港元,成交额1.65亿港元。

消息面上,ASMPT此前公告拟10月28日举行董事会会议,以(其中包括)考虑及批准刊发公司及其附属公司截至2025年9月30日止九个月的未经审核综合业绩公告。公司表示上述公告将于当日收市后公布。摩根士丹利近期发布研报称,预测ASMPT第三季可能因一次性重组开支而录得亏损,但建议投资者关注其长期增长动力,包括CoWoS-L产能扩张、中国高频宽记忆体发展及混合键合进展。该行指,ASMPT第三季收入指引中位数为4.75亿美元,即同比增长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6900万元净亏损。

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