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ASMPT(00522.HK):第四季收入指引為4.55億至5.25億美元
阿思達克 10-26 10:17
ASMPT(00522.HK)行政總裁黃梓達在業績會議中表示,對2022年第四季的收入指引為4.55億美元(下同)至5.25億元,以中位數計算,按年減少38%,按季則下跌16%。他指出,是由於預期2022年的包裝組裝設備(PAE)市場出現下調,及宏觀環境仍具挑戰性,加上季節性因素所影響。他認為短期內行業疲弱將逐步消除,行業將恢復長期增長,長遠來看,市場對芯片和矽含量的需求不斷增長,預計PAE市場將從2021年的65億元增長到2027年的83億元,複合年增長率為4.3%,而集團亦正準備繼續其增長趨勢。 集團第三季新增訂單總額為153.2億港元,按年跌26.6%。於9月30日,未完成訂單總額為100.6億港元,訂單對付運比率為1.02。黃梓達表示,明白市場關注集團的訂單情況,以歷史經驗來看,第四季訂單由於存在季節性因素,預期將按季錄得下跌約15至20%。他預料,半導體需求將繼續疲軟,但SMT(表面貼裝技術)業務相對將處於較高水平,料這個訂單需求將會持續。他相信,汽車行業將會是半導體及SMT需求的主要帶動因素,而先進封裝業務亦將保持強勁勢頭。 他提到,集團的產品均在亞洲及歐洲發展及生產,技術上不會受到美國當局監管,而且美國最新的監管主要目標是中國高級晶片行業的生產,不會對集團物料造成影響。
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