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ASMPT(00522.HK):只有很少訂單被取消 有充分意向執行回購
阿思達克 07-21 10:29
ASMPT(00522.HK)今年第二季新增訂單總額為46.5億元,按年下跌36.5%,按季亦下跌34%。集團行政總裁黃梓達表示,第三季訂單通常會較第二季下跌,集團預計第三季訂單額將較第二季錄得大約單位數下跌。他認為2021年基數高,即使第二季訂單額按年下跌,仍然較以往處於高水平,因此若第三季再以單位數下跌,仍屬於高水平。 黃梓達指,市場不利因素仍會持續,但目前只有很少訂單被取消,客戶或對前景抱有不確定態度,但不會希望取消訂單,因為擔心一旦需求恢復時再重新下單,訂單須重新排隊出貨。 黃梓達指,內地因疫情封城造成延遲對客戶交付的影響顯著,另外消費者需求疲軟,集團在內地業務規模很大,內地政府亦推出一系列刺激經濟措施,希望有助提振內地半導體行業。 集團擬最多斥4.2億元回購股份。黃梓達表示,公司在2018年因為宏觀環境因素並無執行當時的回購股份計劃,不過對於今日公布的回購股份計劃,公司有充分意向執行,另外公司股價較以往已下跌至一個低水平,亦希望藉回購計劃顯示對公司策略和前景的信心。 集團第二季毛利率為41.7%,按年增加110點子,按季亦增加104點子。集團表示,先進封裝和汽車解決方案業務均使毛利率顯著增長,另外供應鏈緊張亦使集團能調整定價。
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