FF305 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00522 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | | 已發行股份總數 | | 於下列日期開始時的 ...

香港联交所最新资料显示，12月5日，摩根大通增持ASMPT（00522）75.8875万股，每股作价77.4431港 元，总金额约为5876.96万港元。增持后最新持股数目约为2936.09万股，最新持股比例为7.05%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新资料显示，12月5日，摩根大通增持ASMPT（00522）75.8875万股，每股作价77.4431港 元，总金额约为5876.96万港元。增持后最新持股数目约为2936.09万股，最新持股比例为7.05%。 ...

格隆汇12月11日丨根据联交所最新权益披露资料显示，2025年12月5日，ASMPT(00522.HK)获JPMorgan Chase & Co.以每股均价77.4431港元增持好仓75.9万 股，涉资约5876.96万港元。 增持后，JPMorgan Chase & Co.最新持好仓数目为29,360,898股，持好仓比例由6.86%上升至7.05%。 | 股份代號: | | --- | | - 上市法國名稱: | | 日期(日 / 月 / 年): | | 2000 1000 | 大股東/董事/最高行政人員名稱 作出披露的 眉入 / 南出或涉及的股 每股的平均價 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 有投票權股 (日 / ) | | | CS20251210E00342 | JPMorgan Chase & Co. | 1101(L) | 758,875(L | HKD 77.4431 | 29,360,898(L | 7.05(L)05/12/ | | | | | | | | | | 3, ...

智通财经APP获悉，香港联交所最新资料显示，12月5日，摩根大通增持ASMPT(00522)75.8875万股， 每股作价77.4431港元，总金额约为5876.96万港元。增持后最新持股数目约为2936.09万股，最新持股比 例为7.05%。 ...

Group 1 - Morgan Stanley increased its stake in ASMPT (00522) by 758,875 shares at a price of HKD 77.4431 per share, totaling approximately HKD 58.7696 million [1] - Following the increase, the total number of shares held by Morgan Stanley is approximately 29,360,900, representing a holding percentage of 7.05% [1]

香港联交所最新资料显示，12月4日，美国资本集团增持ASMPT（00522）61.99万股，每股作价77.9532 港元，总金额约为4832.32万港元。增持后最新持股数目约为4220.79万股，最新持股比例为10.13%。 来源：新浪港股 ...

| 股份代號: | Carlos Concession Comers 00522 | | --- | --- | | 上市法國名稱: | ASMPT Ltd. | | 日期 (日 / 月 / 年): | 09/11/2025 - 09/12/. | 格隆汇12月9日丨根据联交所最新权益披露资料显示，2025年12月4日，ASMPT(00522.HK)获The Capital Group Companies, Inc.在场内以每股均价77.9532港元 增持61.99万股，涉资约4832.32万港元。 增持后，The Capital Group Companies, Inc.最新持股数目为4220.79万股，持股比例由9.99%上升至10.13%。 | 表格序號 | 大股東/華車/最高行政人員名 作出披露的 買入 / 費出或涉及的 每股的平均價 | | | 持有權益的股份數目 佔已發行的 有關事件的日期 | | --- | --- | --- | --- | --- | | | 发布置 | | | ( 請參閱上述 * 註 有投票權股 (日 / 月 / 年) * | | | | | | 分自分子 | | CS20 ...

香港联交所最新资料显示，12月4日，美国资本集团增持ASMPT(00522)61.99万股，每股作价77.9532港 元，总金额约为4832.32万港元。增持后最新持股数目约为4220.79万股，最新持股比例为10.13%。 ...

智通财经APP获悉，香港联交所最新资料显示，12月4日，美国资本集团增持ASMPT(00522)61.99万 股，每股作价77.9532港元，总金额约为4832.32万港元。增持后最新持股数目约为4220.79万股，最新持 股比例为10.13%。 ...

ASMPT (0522.HK) Investor Meetings Takeaways Industry and Company Overview - **Company**: ASMPT - **Industry**: Semiconductor Equipment and Advanced Packaging Key Points and Arguments 1. Positive Outlook for 2026 - ASMPT maintains its guidance for 4Q25 with expected revenue between **US$470-530 million** (HK$3.7-4.1 billion) and anticipates a slight quarter-over-quarter increase in bookings. The company believes the worst is likely over for mainstream semiconductor (SEMI) and surface mount technology (SMT) sectors, setting the stage for a solid recovery in 2026 [2][5] 2. Growth Drivers for 2026 - The recovery in 2026 is expected to be driven primarily by advanced packaging (AP), with high bandwidth memory (HBM) demand outpacing chip-to-substrate (C2S) and chip-to-wafer (C2W) technologies. The demand for TCB (Thermal Compression Bonding) is tracking stronger than previously expected, which may lead to an update in the total addressable market (TAM) forecast in early 2026 [1][2][3] 3. TCB Market Position - ASMPT is positioned as a leader in TCB technology, being the first vendor to secure orders for HBM4 and the sole supplier for C2S at a leading foundry. The company has also adopted a fluxless ultrafine pitch TCB solution for C2W, indicating strong competitive advantages in technology and customer relationships [4][5] 4. Traditional Business Stabilization - The traditional SEMI and SMT businesses are stabilizing, supported by global AI applications and a recovery in demand from China. This stabilization is expected to contribute positively to ASMPT's performance in 2026 [5] 5. Financial Projections - ASMPT's revenue is projected to grow year-over-year in 2026, with gross profit margins expected to remain stable at approximately **40%**. The company targets a **35-40%** market share in the TCB segment, supported by its technology leadership and established customer base [2][3] 6. Risks to Consider - Potential downside risks include a slowdown in AI infrastructure investments, loss of TCB market share at key customers, reduced demand due to alternative technologies, intensifying industry competition, and possible export restrictions affecting back-end equipment [15] 7. Valuation and Investment Recommendation - The target price for ASMPT is set at **HK$100**, based on an up-cycle valuation of **28x** 2026 P/E. The expected total return is **32.0%**, factoring in a **29.3%** share price return and a **2.7%** dividend yield [6][14] Additional Important Information - The company is actively involved in AI-driven advanced packaging order wins, which are expected to significantly contribute to revenue growth. The recovery of mainstream SEMI and SMT is still in its early stages, indicating further potential for growth [14]