ASMPT(00522.HK)料第三季訂單按季降10% 收入主要貢獻來自SMT
ASMPT(00522.HK)表示,由於宏觀環境不確定、客戶情緒及投資持續,預期集團短期內的可見程度仍然有限;而長期來說,因為AI增長推動汽車電氣化、智能廠房、綠色基礎設施、5G、物聯網和高性能計算,料長遠前景料持續強勁。另外,由於表面貼裝技術(SMT)需求開始正常化,預期第三季收入將會介乎4.1億至4.8億美元,以其中間數計,按年及按季分別下跌23.4%和10.5%。
行政總裁黃梓達預計,集團第三季的訂單按季下降10%,而當中大部分原因是SMT需求因正常化而下降,汽車板塊亦開始趨向穩定及正常化。他又料,先進封裝(AP)訂單需求將會較次季平穩。
對於利潤趨勢,高級副總裁兼首席財務官許一帆女士強調,利潤是來自於集團的訂單量、產品組合和細分市場組合,而第三季利潤仍持續受壓,另SMT很可能在第三季仍是集團收入的主要貢獻者。
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