智通财经APP获悉，ASMPT(00522)跌超4%，触及58.05港元创2023年5月以来新低。截至发稿，跌4.21%，报58.05港元，成交额2.37亿港元。
消息面上，ASMPT此前公布2024年财报，期内销售收入132.29亿港元(16.9亿美元)，同比跌10%；纯利3.45亿港元，同比跌51.7%；派息共32港仙，上年同期派78港仙。集团预计2025年第一季度的销售收入将在3.7亿美元至4.3亿美元之间，以其中位数计按年持平，按季则下降9%。
大华继显发布研报称，ASMPT去年第四季财报差过预期，仅勉强盈亏平衡，主要受到主流工具的复苏缓慢拖累。今年首季指引持续疲软，SMT解决方案业务仍然缓慢，不过毛利率在产品组合改善下或会扩张，先进ARVR封装业务维持是惟一亮点。该行称，ASMPT主流工具今年有望复苏，但展望仍不明朗，目标价由原先104.5港元降至80港元，维持评级“买入”。
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