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ASMPT(00522.HK):一季度銷售收入達31.2億港元 毛利率重回超過40%的水平
格隆匯 04-30 07:22

格隆匯4月30日丨ASMPT(00522.HK)發佈公吿,2025年第一季度,集團的毛利率重回超過40%的水平,主要由於兩個分部均有更佳的產品組合。銷售收入達港幣31.2億元(4.02億美元),達到預測銷售收入的中位數,按季減少8.2%,按年則持平。

新增訂單總額勝過預期達港幣33.5億元(4.31億美元),按季增長2.9%,按年亦增長4.8%。按季增長主要來自表面貼裝技術解決方案分部新增訂單總額的增加,部分增長被半導體解決方案分部新增訂單總額從2024年第四季度的高基數減少所抵銷。按年增長則由半導體解決方案分部所推動,其季度新增訂單總額已在過去六個季度實現按年增長。

毛利率為40.9%,按季上升371點子,按年則下降97點子。按季增長主要來自半導體解決方案及表面貼裝技術解決方案兩個分部。受惠於嚴謹的成本控制措施及季節性因素,集團的營運開支(“Opex”)按季減少11.3%。由於策略性基礎設施及研發的投資,營運開支按年則上升4.1%。經調整盈利為港幣8,320萬元,按季增長1.6%,按年則減少53.1%。按年下降是受毛利率輕微下降,策略性投資的營運開支及外幣匯兑的影響所致。

集團有信心維持先進封裝解決方案的銷售收入,並預計其主流業務因季節性及勝過預期的第一季度新增訂單總額而將有所增長,集團預計2025年第二季度的銷售收入將介乎4.1億美元至4.7億美元之間,以其中位數計按年上升3.0%,按季亦上升9.6%。

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