ASMPT(00522)2026年第三季度销售收入为52.5亿港元

金吾财讯
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金吾财讯 | ASMPT(00522)发布公告,2026年第三季度,集团的销售收入为港币52.5亿元(6.69亿美元),高于销售收入预测的中位数,按季增长6.3%,按年亦增长48.7%,受半导体解决方案分部及表面贴装技术解决方案分部所推动。

受惠于人工智能基础设施投资持续增加、一次性大额订单以及交付周期延长促使客户提前订货,集团于2026年第三季度的新增订单总额创新高达港币88.5亿元(11.3亿美元)。在多项产品(尤其是TCB、表面贴装技术解决方案分部产品及光子)强劲需求带动下,新增订单总额按季增长24.7%,按年亦增长137.9%。集团订单对付运比率达1.69,为2021年第一季度以来最高水平。

集团经调整毛利率为42.9%,按季上升35点子,按年亦上升517点子,主要受惠于表面贴装技术解决方案分部及半导体解决方案分部毛利率的改善。

公司预测2026年第四季度销售收入,将介乎6.7亿美元至7.3亿美元之间,以其中位数7.0亿美元计按季上升4.6%,按年亦上升37.5%。

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