ASMPT(00522.HK):第三季度銷售收入34.7億港元 先進封裝在疲弱行業中表現亮麗
格隆匯10月25日丨ASMPT(00522.HK)發佈公吿,集團2023年第三季度錄得銷售收入為港幣34.7億元(4.44億美元),較2022年第三季度按年減少23.8%。集團2023年第三季度的綜合除税後盈利為港幣1280萬元(根據非香港財務報吿準則計量經調整為港幣4540萬元),較去年同期的盈利港幣6.17億元減少97.9%。2023年第三季度的每股基本盈利為港幣0.04元(根據非香港財務報吿準則計量經調整為港幣0.11元),而2022年第三季度則為港幣1.50元。2023年第四季度銷售收入預測將介乎3.9億美元至4.6億美元之間,以其中位數計按年-23.2%,按季亦-4.2%。
集團第三季度的業務繼續受持續疲弱的行業狀況影響,在審慎的消費者情緒下,供求狀態仍未轉好。集團獨特及廣泛的產品組合在一定程度上緩解了對業務的壓力,即使SMT解決方案分部銷售收入趨於常態化,仍連續五個季度高於SEMI。SEMI雖現零星需求,惟全面復甦仍未可見。就終端市場應用而言,汽車和工業的銷售收入貢獻持續佔集團銷售收入的最高比例。
集團的先進封裝解決方案需求持續增長,這很大程度上是受全球對生成式人工智能及高性能計算(“HPC”)應用日益增長的需求所推動。這使集團多項綜合先進封裝解決方案受惠,並令集團對其先進封裝解決方案套件的長期潛力充滿信心。
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