ASMPT(00522.HK):上半年盈利6.23億港元 中期息每股0.61港元
格隆匯7月26日丨ASMPT(00522.HK)發佈公吿,2023年第二季度,銷售收入為港幣39.0億元(4.97億美元),按年減少25.0%,按季亦減少0.4%;新增訂單總額為港幣30.2億元(3.84億美元),按年減少35.1%,按季亦減少14.9%;毛利率為40.1%,按年減少158點子,按季亦減少33點子;經營利潤率為9.9%,按年減少892點子,按季亦減少197點子;盈利為港幣3.08億元,按年減少66.0%,按季亦減少2.3%。2023年第三季度銷售收入預測將介乎4.1億美元至4.8億美元之間。
2023年上半年,銷售收入為港幣78.2億元(9.98億美元),按年減少25.3%,按半年亦減少12.1%;新增訂單總額為港幣65.6億元(8.38億美元),按年減少43.9%,按半年亦減少2.7%;毛利率為40.3%,按年減少89點子,按半年亦減少86點子;經營利潤率為10.9%,按年減少804點子,按半年亦減少318點子;盈利為港幣6.23億元,按年減少64.1%,按半年亦減少29.5%;每股中期基本盈利為港幣1.52元,中期股息每股港幣0.61元。於2023年6月30日,未完成訂單總額為港幣77.8億元(9.93億美元)。
2023年上半年,集團繼續受疲弱的行業狀況影響,包括消費開支及資本投資轉趨保守以及庫存需持續消化。SMT持續表現強韌,其銷售收入已連續四個季度高於SEMI。SEMI的復甦時間較預期長,因其客户的廠房使用率雖逐步得到改善,可惜仍未達最佳水平。在半導體產業持續低迷的情況下,集團獨特而廣泛的產品組合以及在其主要客户的技術發展藍圖擔任關鍵夥伴的角色,為未來的增長奠定堅實的基礎。值得注意的是,受市場對生成式人工智能和高性能計算(“HPC”),以及汽車行業的強勁增長所推動,集團將從先進封裝(“AP”)市場中受惠。
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