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ASM太平洋(00522.HK)稱首季解決方案需求非常強勁 料可受惠汽車業復甦
阿思達克 02-26 12:29
ASM太平洋(00522.HK)行政總裁黃梓達在全年業績電話會議上表示,近期半導體解決方案業務需求非常強勁,預期半導體及SMT解決方案今年首季的新訂單將超過7億美元。另外,受惠於數碼化及經濟改善,客戶願意投放更多在消息者產品上,令集成電路及鏡頭模組等需求勢頭亦良好。

他提到,環球汽車業於去年下半年開始復甦,加上電動汽車市場持續增長,特別是中國市場,對解決方案需求非常大,認為集團半導體及SMT解決方案業務可從中受益。雖然近月汽車業出現芯片短缺問題,但相信一旦問題得到解決及重新生產,對設備的需求會更加強勁,集團亦可因而受惠。

集團去年派息比率提高至68%,黃梓達稱年內完成出售物料業務權益帶來8.59億元一次性收益,因此回報股東,而集團一貫股息政策是維持派息比率在約50%。

另外,首席財務總監周珮芬指集團將在未來數季推出一系列策略性措施,包括精簡及增強產品組合、在裝嵌設備中高端市場增加市佔率,及改善產品成本結構等,相信有助提升長期盈利能力及毛利表現。(ek/u)

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