Core Viewpoint - The semiconductor sector in the Hong Kong stock market is experiencing significant gains, with notable increases in stock prices for several companies [1] Company Performance - ASMPT has seen its stock price rise by over 8% [1] - Brainhole Technology's stock has increased by more than 7% [1] - Huahong Semiconductor and SMIC have both risen by over 6% [1]

Group 1 - Semiconductor stocks are performing actively, with ASMPT rising 6.33% to HKD 84, SMIC up 3.37% to HKD 75.05, and Huagong Semiconductor increasing by 1.72% to HKD 0.59 [1] - The expectation of rising prices for semiconductor silicon wafers is intensifying, leading to significant stock price increases for companies like GlobalWafers, Win Semiconductors, and others [1] - Dongguan Securities recently reported that policies are strongly favoring the localization of computing power chips, while major cloud companies like Alibaba and Tencent are increasing capital expenditures and adapting to mainstream domestic chips [1] Group 2 - Alibaba and Baidu have begun using internally designed chips to train AI models, replacing some of NVIDIA's chips, which is expected to accelerate the construction of a domestic computing power ecosystem [1] - Apart from AI computing power chips, advanced process wafer foundry, memory, and advanced packaging sectors are also expected to benefit from these trends [1]

Group 1 - ASMPT's stock price increased over 8% in early trading, currently up 5.13% at 83.2 HKD with a trading volume of 164 million HKD [1] - China's self-developed EUV lithography machine utilizing laser-induced discharge plasma (LDP) technology is expected to enter trial production in Q3 2025 and achieve mass production in 2026 [1] - The new lithography machine "Xinkailai" has received orders exceeding 10 billion, with clients including SMIC, Hua Hong Group, and Yangtze Memory Technologies [1] Group 2 - ASMPT's mid-term performance shows strong growth in advanced packaging business driven by AI, with revenue contribution rising to approximately 39%, equivalent to 326 million USD [1] - The demand for TCB equipment continues to grow, with a 50% year-on-year increase in TCB equipment orders and over 500 units installed globally [1]

Group 1 - ASMPT's stock price increased by over 8% in early trading, currently up 5.13% at HKD 83.2, with a trading volume of HKD 164 million [1] - China's self-developed EUV lithography machine utilizing laser-induced discharge plasma (LDP) technology is expected to enter trial production in Q3 2025 and achieve mass production in 2026 [1] - The new lithography machine "Xinkailai" has received orders exceeding RMB 10 billion, with clients including SMIC, Hua Hong Group, and Yangtze Memory Technologies [1] Group 2 - ASMPT's mid-term performance shows strong growth in advanced packaging business driven by AI, with revenue contribution rising to approximately 39%, equivalent to USD 326 million [1] - The demand for TCB equipment continues to grow, with a 50% year-on-year increase in TCB equipment orders for H1 2025, and global TCB equipment installations surpassing 500 units [1]

Core Viewpoint - The Hong Kong chip stocks are showing active performance, with notable increases in share prices for several companies in the sector [1] Company Performance - ASMPT (00522.HK) increased by 6.33%, reaching HKD 84 [1] - Zhongxin International (00981.HK) rose by 3.37%, trading at HKD 75.05 [1] - Hongguang Semiconductor (06908.HK) saw a gain of 1.72%, priced at HKD 0.59 [1] - Huahong Semiconductor (01347.HK) experienced a rise of 0.82%, with shares at HKD 61.4 [1]

Group 1 - ASMPT (00522) shares increased by over 5%, reaching a price of 75.95 HKD with a trading volume of 495 million HKD [1] - Zhizheng Co. announced that the China Securities Regulatory Commission approved its major asset restructuring plan, which includes acquiring 87.47% of Advanced Packaging Materials International Ltd. (AAMI) for 3.069 billion CNY [1] - The restructuring will divest traditional cable materials business and introduce ASMPT Holding, a wholly-owned subsidiary of ASMPT, as a significant shareholder, marking a precedent for A-share companies to attract international semiconductor leaders [1] Group 2 - The move is expected to significantly enhance international cooperation in the semiconductor industry [1] - According to Everbright Securities International, the expectation of monetary easing is making Hong Kong stocks attractive due to their valuation and profit growth potential, particularly in leading companies within technology, finance, and consumer sectors [1] - The policy benefits and capital influx are anticipated to lead to a more active performance in these sectors [1]

Group 1 - ASMPT's stock price increased by over 5%, reaching 75.95 HKD with a trading volume of 4.95 billion HKD [1] - Zhizheng Co., Ltd. announced that the China Securities Regulatory Commission approved its major asset restructuring plan, which involves acquiring 87.47% of Advanced Packaging Materials International Ltd. (AAMI) for a transaction price of 3.069 billion CNY [1] - The restructuring will divest traditional cable materials business and introduce ASMPT Holding, a wholly-owned subsidiary of ASMPT, as a significant shareholder, marking a precedent for A-share companies to attract international semiconductor leaders [1] Group 2 - The media reports suggest that this move will significantly enhance international cooperation in the semiconductor industry [1] - According to Everbright Securities International, the expectation of monetary easing is making Hong Kong stocks attractive due to their valuation and profit growth potential, particularly in leading companies within technology, finance, and consumer sectors [1] - These sectors are anticipated to experience more active performance driven by favorable policies and capital inflows [1]

Group 1 - The Hang Seng Index slightly declined by 0.18% while the Hang Seng Tech Index rose by 1.04% on September 18, with a half-day trading volume of HKD 204.71 billion [1] - The Hong Kong Stock Connect Tech ETF (159101) increased by 0.81%, with significant gains in constituent stocks such as ASMPT and Hua Hong Semiconductor, which surged by 10%, and Horizon Robotics-W and SMIC, which rose by 6.79% and 6.65% respectively [1] - The Federal Reserve's interest rate cut is expected to benefit the Hong Kong stock market significantly, as it alleviates global dollar liquidity pressure and lowers discount rates, thereby promoting valuation recovery in the tech sector [1] Group 2 - The trend of foreign capital returning to emerging markets is strengthening, with Hong Kong tech stocks being attractive as high-growth assets due to their low valuations and high elasticity [1] - The active participation of southbound funds creates a resonance effect between domestic and foreign capital [1] - The Hong Kong Stock Connect Tech ETF (159101) covers the entire technology industry chain, while the Hang Seng Internet ETF (513330) focuses on leading internet companies [2]

Group 1 - The semiconductor sector in the Hong Kong stock market showed strong performance at the beginning of trading, with ASMPT rising over 8% [1] - Hua Hong Semiconductor increased by more than 4% [1] - SMIC (Semiconductor Manufacturing International Corporation) saw a rise of over 2% [1] - Shanghai Fudan increased by 1% [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年8月31日 | | | | 狀態: | 新提交 | | --- | --- | --- | --- | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | | | | | 公司名稱: | ASMPT Limited | | | | | | | 呈交日期: | 2025年9月1日 | | | | | | | I. 法定/註冊股本變動 | | | | | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | | 證券代號 (如上市) | 00522 | 說明 | | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | 上月底結存 500,000,000 HKD 0.1 HKD 50,000,000 增加 / 減少 (-) HKD 本月底結存 500,000,000 HKD 0.1 HKD 50,000,000 本月底法定/註冊股本總額： HKD 50,000,000 FF301 ...