智通财经APP获悉，ASMPT(00522)早盘涨超3%，截至发稿，涨2.24%，报59.45港元，成交额5431.28万港元。
华泰证券发布研报称，ASMPT4Q24营收34.0亿港元(同比持平，环比+1.8%)，略超市场一致预期。全年营收132.3亿港元，同比下降10%。先进封装(AP)业务收入同比增长23%，占比提升至30%，成为主要增长引擎，而传统封装及SMT业务受汽车和工业需求疲软影响。展望2025年，该行看好先进封装业务占比继续提升，带动公司业务保持稳健增长。
该行表示，公司预计1Q25营收为3.7-4.3亿美元(中值环比-9%，同比持平)，低于市场一致预期的4.37亿美元。公司在业绩会上指出，1)1Q25订单收入和4Q24基本持平，其中SEMI业务中的传统设备和SMT业务有所回升，但AP业务由于4Q24高基数影响，环比有所下降。展望2025年，公司认为，先进封装业务客户需求明确，公司预计TCB等AP设备市场规模有望保持18%CAGR增长，到2029年达到40亿美金。
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