《大行》花旗:ASMPT(00522.HK)上季盈利逊因毛利率降 HBM进展令人鼓舞

阿斯达克财经
Feb 26, 2025

花旗发表报告,指ASMPT(00522.HK) 2024年第四季度盈利跌至盈亏平衡,主要因半导体(SEMI)和表面贴装技术(SMT)的毛利率下降,表现令人失望。先进封装(AP)保持强劲,而SMT因季节性疲软进一步下滑。订单出货比(Book-to-Bill ratio)按季稳定于0.96,主要受半导体订单(1.09)推动,尤其是高带宽内存(HBM)热压键合(TCB)获得订单。2025年第一季度收入...

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