智通财经APP获悉，中金发布研报称，ASMPT(00522)公布第三季业绩，收入符合预期，主要是先进封装及主流业务均受益于AI人工智能;毛利率35.7%，主要是受产品组合影响;净利润亏损2.69亿元，主要是受深圳工厂清盘影响，剔除重组费用和存货注销后，本季度经调整盈利为1.02亿元。中金维持ASMPT“跑赢行业”评级，由于市场对公司的AP业务仍看好，且市场估值中枢上移，上调目标价25%至90港元。
报告指，第三季季度新增订单4.63亿美元，受一家高密度基板厂商取消订单影响，原订单总额应当为4.87亿美元。第三季收入符合预期，盈利低于该行预期。由于一次性订单取消和深圳工厂重组(已完成)，以及公司存在的AP业务平淡的问题，下调2025年收入5%至135.6亿元，下调净利润75%至2.5亿元;维持2026年盈利预测不变。
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