（於開曼群島註冊成立之有限公司） （股份代號：0522） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全 部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ASMPT LIMITED 新聞稿 ASMPT宣布對其製造運營進行戰略優化 題為《ASMPT 宣布對其製造運營進行戰略優化》的新聞稿附載於本公告。 承董事會命 董事 黃梓达 香港，二零二五年八月十一日 於本公告日期，本公司董事會成員包括獨立非執行董事：樂錦壯先生（主席）、 張仰學先生、蕭潔雲女士及許明明女士；非執行董事： Hichem M'Saad 博士及 Paulus Antonius Henricus Verhagen 先生；執行董事： 黃梓达先生及 Guenter Walter Lauber 先生。 （本公告之中英文版本如有任何歧義，概以英文版本為準。） 【即時發布】 ASMPT 宣布對其製造運營進行戰略優化 2025年8月11日，新加坡——全球領先的半導體和電子製造公司 ASMPT 今日宣布，將對其在中國的製造運營進行戰略性優化調 整。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分 內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ASMPT LIMITED （於開曼群島註冊成立之有限公司） （股份代號 ： 0522） 自願清盤 一間全資附屬公司 ASMPT Limited（「本公司」，連同其附屬公司統稱「本集團」）根據香港聯合交易 所有限公司證券上市規則（「上市規則」）第13.09條及第13.25(1)(c)條，以及香港法 例第571章證券及期貨條例 第XIVA部的規定作出本公告。 本公司董事（「董事」）會（「董事會」）宣布，於二零二五年八月八日，本公司間 接全資附屬公司先進半導體設備（深圳）有限公司（「AEC」）股東已通過一項決議 案成立一個清盤委員會，以根據中華人民共和國（「中國」）適用法律及法規對AEC 進行清盤（「自願清盤」）。 由於AEC截至二零二四年十二月三十一日止年度盈利的百分比率（定義見上市規則第 14.04(9)條）為5%或以上，自願清盤須根據上市規則第13.25(1)(c)條予以公布。 AEC資料 AEC 為 ...

Group 1 - The article provides an overview of the investment activities of Hong Kong-listed companies on August 11, 2025, including new stock activities, earnings announcements, shareholder meetings, and dividend distributions [1] Group 2 - New stock activities include companies such as ZhiNuo Pharmaceutical-B (currently in the IPO process) and Zhonghui Biotechnology-B (listing date) [1] - Earnings announcements are scheduled for companies like Baosheng International, Yuanyuan Group, and Kang Shifu Holdings among others [1] - Shareholder meetings will be held for companies including Huatai Textile, Shandong Gold, and Sichuan Chengyu Expressway [1] - Dividend distributions are noted for companies like Jianbei Miao Miao and Kangnait Optical, with specific ex-dividend and payment dates mentioned [1]

Core Viewpoint - ASMPT, the largest semiconductor packaging equipment company globally, faces potential foreign capital acquisition, posing a threat to key technology outflow and the security of China's semiconductor industry chain [1][2]. Group 1: Company Overview - ASMPT, founded in 1975 in Hong Kong, is the only Chinese company listed among the global top 20 semiconductor firms [1]. - The company's TCB technology is regarded as the second most important technology after lithography machines [1]. - ASMPT reported a mid-year revenue of HKD 65.3 billion, a year-on-year increase of 0.7% [1]. Group 2: Financial Performance and Market Position - Citigroup believes ASMPT has passed its most challenging period and anticipates growth opportunities in TCB by 2026-27 [1]. - Domestic securities firms, including Huajin Securities, have initiated coverage with a "buy" rating, highlighting ASMPT's competitive advantages in TCB equipment and its leading position in semiconductor backend manufacturing [1]. - The company’s revenue distribution for 2024 shows that mainland China accounts for 38%, Europe 19%, and the Americas 16% [5][6]. Group 3: Strategic Importance and Acquisition Considerations - ASMPT is seen as a critical component in addressing the "bottleneck" issues within China's semiconductor industry, prompting discussions about potential acquisition by Chinese capital to safeguard this strategic asset [2][3]. - Concerns exist regarding the foreign business segment, particularly in the U.S., which could be vulnerable in the event of a Chinese acquisition [4][8]. - The financial feasibility of a potential acquisition by Chinese entities raises questions about sustainable returns and the ability to navigate regulatory hurdles [2][3]. Group 4: Revenue and Business Segmentation - In 2024, ASMPT's SEMI business segment, which includes semiconductor solutions, generated a revenue increase of 6.9%, accounting for 51% of total revenue [6][11]. - The SMT business, however, saw a decline in revenue by 22.9%, contrasting with the growth in the SEMI segment [11][12]. - The U.S. market's contribution to ASMPT's revenue is limited, with only 12% of total sales, suggesting that losing this segment would have a manageable impact on overall financial performance [12][14]. Group 5: Future Outlook and Growth Potential - The advanced packaging market, particularly in AI chip manufacturing, is expected to grow significantly, with projections indicating a rise from USD 1.78 billion in 2024 to USD 4.04 billion by 2029, reflecting a compound annual growth rate of approximately 18% [14]. - Analysts maintain a positive outlook on ASMPT's profitability, with expectations of continued growth driven by advancements in AI technology and increasing demand for TCB equipment [15][20]. - The strategic value of ASMPT extends beyond financial metrics, as its technology is crucial for the independent development of China's semiconductor industry [14][20].

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7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8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 | | | 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 | 50,000,0 ...

ASMPT LIMITED （於開曼群島註冊成立之有限公司） （股份代號 ： 0522） 有關須予披露交易的更新資料 出售資產 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分 內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 除經補充協議補充外，資產購買協議（由對價確認協議補充）保持不變及具有十足效 力及效用。 本公司之股東敬請注意，建議交易須待條件達成後，方可作實，且未必一定會完成； 而建議交易的實施須（其中包括）經有權監管機構批准。 本公司之股東及潛在投資者在買賣本公司證券時應謹慎行事。 承董事會命 ASMPT Limited 董事 黃梓达 香港，二零二五年七月三十一日 （本公告之中英文版本如有任何歧義，概以英文版本為準。） 茲提述 ASMPT Limited（「本公司」）日期為二零二四年十月二十三日之公告（「 第 一份公告」）及本公司日期為二零二五年三月五日之公告（連同第一份公告統稱為 「 該等公告」），內容有關建議交易。除非另有界定，本公告所用之詞彙與該等公告 所界定者具有相同涵義。 於二零 ...

Group 1 - The Hang Seng Index fell by 0.43%, down 109 points, while the Hang Seng Tech Index dropped by 1.57%. The morning trading volume in Hong Kong stocks was HKD 148.2 billion [1] - The Hang Seng Biotechnology Index rose by 1.77%, with notable gains from MicroPort Medical (00853) up 9.7%, MicroPort NeuroScience (02172) up over 8%, and Innovent Biologics (01801) up 4.85% [1] - WuXi AppTec (02359) increased by 2.24%, WuXi Biologics (02126) rose by 6.5%, and WuXi Biologics (02269) saw an increase of over 3% after announcing the construction of a modular biomanufacturing facility in Singapore [1] Group 2 - Mindray Medical-B (02160) surged by 8.8% as the company is expected to acquire and restructure the MicroPort cardiac rhythm management business, enhancing its product pipeline [2] - Insurance stocks continued to rise, with New China Life Insurance (01336) up 4.47% and China Life Insurance (02628) increasing by 1.5% [3] Group 3 - 361 Degrees (01361) rose by 6.5%, with the company showing steady revenue growth, and institutions expect strong revenue growth for the full year [4] - Dreamscape (01119) increased by 3.5% after signing a capitalization agreement with Playrix, bringing in a long-term strategic partner [5] Group 4 - GAC Group-B (01167) surged over 20% as a concerted action party increased its holdings by over 60,000 shares, raising its stake to 25.36% [6] - Semiconductor stocks collectively declined, with Hua Hong Semiconductor (01347) down 5.3%, SMIC (00981) down 3.9%, and ASMPT (00522) down 2.74% [6]

Market Overview - The Hang Seng Index fell by 0.43%, down 109 points, while the Hang Seng Tech Index decreased by 1.57%. The early trading volume in Hong Kong stocks was HKD 148.2 billion [1]. Biotechnology Sector - The Hang Seng Biotechnology Index rose by 1.77%. Notable gainers included MicroPort Medical (00853) up 9.7%, MicroPort NeuroTech (02172) up over 8%, and Innovent Biologics (01801) up 4.85% [1]. - WuXi AppTec (02359) increased by 2.24%, WuXi Biologics (02126) rose by 6.5%, and WuXi Biologics (02269) saw an increase of over 3% following the announcement of the construction of a modular biologics manufacturing facility in Singapore [1]. - Fosun Pharma (02196) gained over 5% after acquiring exclusive rights for the innovative Alzheimer's drug AR1001 [1]. - HeartCare Medical-B (02160) surged by 8.8% as the company is expected to acquire and restructure MicroPort's cardiac management business, enhancing its product pipeline [1]. Insurance Sector - Insurance stocks continued their upward trend, with New China Life Insurance (01336) rising by 4.47% to reach a new high, and China Life Insurance (02628) increasing by 1.5% [2]. Consumer Sector - 361 Degrees (01361) rose by 6.5%, with institutions expecting strong revenue growth for the full year [3]. - Dreamland (01119) increased by 3.5% after signing a capitalization agreement with Playrix, bringing in a strategic shareholder from the upstream development sector [4]. Semiconductor Sector - Gako Technology-B (01167) surged over 20% as a concerted action party increased its stake by over 60,000 shares, raising its total holding to 25.36% [5]. - Semiconductor stocks collectively declined, with Huahong Semiconductor (01347) down 5.3%, SMIC (00981) down 3.9%, and ASMPT (00522) down 2.74%. Nvidia's order for 300,000 H20 chips and Morgan Stanley's comments on the potential impact of the 520 unlock on local industry sentiment contributed to this decline [5].

值得注意的是，2025年第二季度，台积电实现净利润近3983亿新台币，同比增长近61%，单季度净利润 创历史新高，净利润增速创近3年同期新高。机构指出，当前全球半导体增长延续乐观走势；晶圆代工 龙头或开启涨价，二季度业绩展望乐观。考虑到全球算力投资保持高水位，产业链公司业绩或持续兑 现。 芯片股集体走低，华虹半导体(01347)跌4.96%，报40.25港元；中芯国际(00981)跌4.12%，报51.15港元； ASMPT(00522)跌2.74%，报67.45港元；上海复旦(01385)跌1.95%，报32.75港元。 消息面上，据智通财经报道，消息人士29日透露，英伟达正式向台积电下达30万块H20芯片的新订单， 补充已有的60万-70万块H20芯片库存。此前有媒体表示，英伟达已告知客户，H20人工智能芯片库存有 限，并且目前没有计划重启生产。摩根大通曾表示，H20解禁利好AI数据中心托管企业，但对本地领先 半导体供应链企业如中芯国际的市场情绪构成负面影响。 ...

Group 1 - Chip stocks collectively declined, with Huahong Semiconductor down 4.96% to HKD 40.25, SMIC down 4.12% to HKD 51.15, ASMPT down 2.74% to HKD 67.45, and Shanghai Fudan down 1.95% to HKD 32.75 [1] - Nvidia has officially placed a new order for 300,000 H20 chips with TSMC, supplementing the existing inventory of 600,000 to 700,000 H20 chips [1] - Morgan Stanley indicated that the release of H20 is beneficial for AI data center hosting companies but negatively impacts local leading semiconductor supply chain companies like SMIC [1] Group 2 - TSMC achieved a net profit of nearly NT$398.3 billion in Q2 2025, a year-on-year increase of nearly 61%, marking a record high for quarterly net profit and the highest growth rate in nearly three years [1] - The global semiconductor growth trend remains optimistic, with leading foundries potentially initiating price increases and a positive outlook for Q2 performance [1] - Given the sustained high level of global computing power investment, the performance of industry chain companies is likely to continue to reflect this trend [1]