ASMPT(00522.HK):上半年經調整盈利爲港幣2.18億元
格隆匯7月23日丨ASMPT(00522.HK)發佈公告,2025年第二季度,銷售收入爲港幣34.0億元(4.36億美元),同比增加1.8%,環比增加8.9%;新增訂單總額爲港幣37.5億元(4.82億美元),同比增加20.2%,環比增加11.9%;盈利爲港幣1.34億元,同比減少1.7%,環比增加62.6%;經調整盈利爲港幣1.35億元,同比減少1.6%,環比增加62.1;每股基本盈利爲港幣0.32元。集團預計2025年第三季度的銷售收入將介乎於4.45億美元至5.05億美元之間,以其中位數計按年增長10.8%,按季亦增長8.9%,高於市場預期。集團對取得可持續穩定的先進封裝銷售收入充滿信心,並預期表面貼裝技術解決方案分部的銷售收入亦將受惠。
2025年上半年,銷售收入爲港幣65.3億元(8.38億美元),按年增加0.7%,按半年則減少3.3%;新增訂單總額爲港幣71.1億元(9.13億美元),按年增加12.4%,按半年亦增加10.5%;盈利爲港幣2.17億元,按年減少30.9%,按半年則增加672.7%;經調整盈利爲港幣2.18億元,按年減少30.7%,按半年則增加95.7%;每股基本盈利爲港幣0.52元。
集團行政總裁黃梓達先生表示:“人工智能浪潮推動了先進封裝和主流業務的強勁需求,使我們於2025年上半年實現了勝過預期的新增訂單總額。我們一直保持着在人工智能企業的TCB市場領先地位,並推動着銷售收入增長。我們的主流業務正開始受惠於人工智能數據中心的需求,並且在中國電動車和消費者市場也實現了新增訂單總額增長。在此期間,我們的毛利率繼續高於40%以上。”
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