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《業績》ASMPT(00522.HK)首季純利2.54億元升2.04倍 新增訂單總額創四年新高
ASMPT(00522.HK)公布截至今年3月底止首季業績,持續經營業務銷售收入39.67億元,按年升32%,並高於銷售收入預測的中位數,按季升0.2%。純利2.54億元,按年升203.5%;每股盈利61仙。持續經營業務之非香港財務報告會計準則計量經調整盈利按年升193.5%至3.35億元,經調整每股基本盈利81仙。期內,新增訂單總額按年升71.6%至56....
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《業績》ASMPT(00522.HK)首季純利2.54億元升2.04倍 新增訂單總額創四年新高
Recommend
6
Positive
9
Negative
8
 
 

ASMPT(00522.HK)  +3.000 (+2.026%)    Short selling $35.56M; Ratio 4.837%   公布截至今年3月底止首季業績,持續經營業務銷售收入39.67億元,按年升32%,並高於銷售收入預測的中位數,按季升0.2%。純利2.54億元,按年升203.5%;每股盈利61仙。持續經營業務之非香港財務報告會計準則計量經調整盈利按年升193.5%至3.35億元,經調整每股基本盈利81仙。

Dividend History
Announce DateEventParticular
2026/03/04FinalSD:HKD 0.7900
2026/03/04FinalD:HKD 0.3400
2025/10/283rd QuarterlyNo Dividend
2025/07/23InterimD:HKD 0.2600

期內,新增訂單總額按年升71.6%至56.73億元,創下四年來新高,並遠超預期,按季升46%;毛利率按年跌150點子至39.5%,按季上升364點子;經營利潤按年升105.6%至3.85億元,按季升139.2%。

半導體解決方案分部銷售收入按年增加14.6%至21.4億元,按季升12.2%;新增訂單總額按年升43.2%至24.1億元,按季升22.6%;經調整毛利率為46.4%,按年跌37點子,按季升594點子。

表面貼裝技術解決方案分部錄得銷售收入18.2億元,按季跌11%,按年升60.7%;新增訂單總額創新高達32.6億元,按季升70%,按年增101.1%。

此外,集團對第二季銷售收入預測介乎5.4億至6億美元之間,以其中位數5.7億美元計按季上升12.2%,按年亦上升37%,高於市場預期。增長將主要由半導體解決方案分部所推動。集團預期第二季兩個業務分部的新增訂單總額將維持高位,而表面貼裝技術解決方案分部則或因高基數效應而按季下降。人工智能驅動的結構性需求預期將於今年支持整體半導體解決方案分部及表面貼裝技術解決方案分部的銷售收入增長。

ASMPT指出,雖然中東地區持續的地緣政治局勢尚未對集團產生任何重大影響,但集團意識到不確定性依舊存在。集團憑藉其全球佈局,將能靈活應對任何潛在影響,並繼續密切關注局勢發展並按需要靈活應變。(jl/w)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-22 12:25.)
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