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　　中银国际发布研报称，维持ASMPT（00522）“买入”评级，目标价由107港元下调至98港元，对公司今年及明年盈利预测分别下调28%及16%，但认为短期业绩无碍先进封装业务积极进展。

　　中银国际指，ASMPT2024年第四季度收入达到指引区间上限，这得益于AI应用的强劲增长，但SEMI和SMT业务的利润率疲软，导致净利润仅为400万港元，调整后净利润也仅为7，600万港元，均逊预期。

　　该行表示，对热压焊接（TCB）和其他先进封装设备的结构性需求保持乐观，同时在产品认证和获得订单方面，ASMPT在去年第四季和今年首季均有稳步进展。该行又指，通用半导体设备和非AI相关应用目前仍是业绩拖累因素，但预计从2025年起，ASMPT的先进封装业务收入占比将超过30%，净利润贡献将超过50%，故认为目前股价被低估。

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