ASMPT(0522.HK)2025年四季度业绩点评:业务结构质变 全面转向半导体后端先进封装

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事件:公司于2026年3月4日发布25Q4及全年业绩。25Q4营收接近指引上限,AI需求驱动增长。持续经营业务口径(剔除NEXX业务)下,25Q4营收5.09亿美元对应39.59亿港元,YoY+30.9%,QoQ+12.2%,接近此前4.7~5.3亿美元指引区间上限,高于市场预期4.97亿美元,主要受SEMI与SMT业务销售增强驱动,其中TCB设备表现强劲。1)其中半导体解决方案业务营收2.46...

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