本文源自：金融界AI电报 据香港交易所披露，花旗集团对ASMPT Ltd.的多头持仓比例于2026年2月4日从7.52%降至7.51%。 ...

本文源自：金融界AI电报 ASMPT2月10日在港交所公告，黄梓达已决定于其本公司董事任期在本公司即将于二零二六年五月七日 举行的股东周年大会上届满后，不再膺选连任。黄梓达作为执行董事的任期将于股东周年大会结束时届 满。此外，黄梓达决定退任集团行政总裁职务。黄梓达已同意在委任其继任人之前，继续以集团行政总 裁身份留任。本公司已启动全面遴选程序，以物色黄梓达的继任人选。 ...

此外，Guenter Walter Lauber先生已决定于其董事任期在股东周年大会上届满后，不再膺选连任。因 此，Lauber先生作为执行董事的任期将于股东周年大会结束时届满。 ASMPT(00522)发布公告，黄梓达先生已决定于其公司董事任期在公司即将于2026年5月7日举行的股东 周年大会上届满后，不再膺选连任。因此，黄先生作为执行董事的任期将于股东周年大会结束时届满。 黄先生亦已正式通知董事会，他决定退任集团行政总裁职务，以便有更多时间陪伴家人并专注于新的个 人追求。董事会已接纳黄先生的决定，并欣然宣布黄先生已同意在委任其继任人之前，继续以集团行政 总裁身份留任，以确保交接安排有序及顺利。公司已启动全面遴选程序，以物色黄先生的继任人选，并 将在适当时候另行刊发公告。 ...

此外，Guenter Walter Lauber 先生已决定于其董事任期在股东周年大会上届满后，不再膺选连任。因 此，Lauber 先生作为执行董事的任期将于股东周年大会结束时届满。 智通财经APP讯，ASMPT(00522)发布公告，黄梓达先生已决定于其公司董事任期在公司即将于2026年5 月7日举行的股东周年大会上届满后，不再膺选连任。因此，黄先生作为执行董事的任期将于股东周年 大会结束时届满。 黄先生亦已正式通知董事会，他决定退任集团行政总裁职务，以便有更多时间陪伴 家人并专注于新的个人追求。董事会已接纳黄先生的决定，并欣然宣布黄先生已同意在委任其继任人之 前，继续以集团行政总裁身份留任，以确保交接安排有序及顺利。公司已启动全面遴选程序，以物色黄 先生的继任人选，并将在适当时候另行刊发公告。 ...

格隆汇2月10日丨ASMPT(00522.HK)发布公告，黄梓达已决定于其董事任期在公司即将于2026年5月7日 举行的股东周年大会上届满后，不再膺选连任。因此，黄梓达作为执行董事的任期将于股东周年大会结 束时届满。 Guenter Walter Lauber已决定于其董事任期在股东周年大会上届满后，不再膺选连任。因此，Guenter Walter Lauber作为执行董事的任期将于股东周年大会结束时届满。 ...

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（「本公司」）董事會（「董事會」）宣布，黃梓达先生已決定於其 本公司董事（「董事」）任期在本公司即將於二零二六年五月七日舉行的股東週年大 會（「股東週年大會」）上屆滿後，不再膺選連任。因此，黃先生作為執行董事的任 期將於股東週年大會結束時屆滿。 黃先生亦已正式通知董事會，他決定退任集團行政總裁職務，以便有更多時間陪伴家 人並專注於新的個人追求。董事會已接納黃先生的決定，並欣然宣布黃先生已同意在 委任其繼任人之前，繼續以集團行政總裁身份留任，以確保交接安排有序及順利。本 公司已啟動全面遴選程序，以物色黃先生的繼任人選，並將在適當時候另行刊發公告。 黃先生於二零二零年五月十二日獲委任為本公司集團行政總裁。於出任集團行政總裁 前，黃先生曾擔任集團首席財務官逾十年。 黃先生表示：「雖然交出領導重任從來沒有一個真正合適的時機，但我認為此刻恰逢 其時，亦屬適當。多年來，我有幸建立一支能力卓 ...

Core Viewpoint - ASMPT is evaluating options for its Surface Mount Technology (SMT) business, which may include sale, joint venture, spin-off, or public listing, aiming to focus on its core semiconductor packaging business [1] Group 1: Company Actions - ASMPT's potential divestiture of the SMT business is expected to free up cash flow and management resources, which will be redirected towards research and development in semiconductor packaging [1] - The company’s stock rose over 5% in early trading, reflecting positive market sentiment regarding the potential SMT business divestiture [1] Group 2: Market Analysis - Citigroup indicated that the potential divestiture of the SMT business could allow ASMPT to concentrate on semiconductor equipment and advanced packaging, potentially unlocking shareholder value [1]

Core Viewpoint - ASMPT is evaluating options for its Surface Mount Technology (SMT) business, which may include sale, joint venture, spin-off, or public listing, aiming to focus on its semiconductor packaging core business [1] Group 1 - ASMPT's stock rose over 5% in early trading, currently up 4.46% at HKD 104.3, with a trading volume of HKD 75.1585 million [1] - The potential divestiture of the SMT business is expected to enhance cash flow and free up management resources, which will be redirected towards research and development in semiconductor packaging [1] - Citigroup indicated that the divestiture could allow ASMPT to concentrate on semiconductor equipment and advanced packaging, potentially unlocking shareholder value [1]

ASMPT (0522.HK) Conference Call Summary Company Overview - **Company**: ASMPT (0522.HK) - **Industry**: Semiconductor Equipment Key Points Industry and Market Trends - The semiconductor segment is expected to experience an uptrend driven by increasing demand for AI, which will enhance both advanced packaging and mainstream back-end tools [1][2] - The company's SMT segment is projected to account for 44% of revenues by 2025, but growth is slower compared to the semiconductor segment due to technological advancements [2] Strategic Focus - ASMPT is exploring strategic options for its SMT segment, including divestitures, joint ventures, spin-offs, and potential listings, to reallocate resources towards the semiconductor segment, which has a more favorable growth outlook [1][2] - The share price increased by 6.5% following the announcement of these strategic options, outperforming the Hang Seng Tech Index [1] Financial Projections - ASMPT's price target has been raised by 14.8% to HK$90.7, based on a higher 2027E P/E of 20.1x, aligning with the company's average trading P/E since 2019 [1][16] - Revenue estimates for 2025E remain unchanged at HK$14.21 billion, with projected revenues of HK$17.30 billion in 2026E and HK$19.58 billion in 2027E [12][20] Advanced Packaging and Technology - ASMPT is a leading supplier of high-end thermal compression bonding tools, with over 500 units installed by 2Q25 [3] - The company is making significant progress in TCB for HBM, having secured orders from major HBM players for HBM4 TCB tools, positioning itself as a first mover in the transition from HBM3E to HBM4 [3] Operational and Financial Adjustments - Operating expenses are expected to remain high, with an opex ratio projected to sustain at over 30% in 2025-26E due to increased R&D investments [11] - Net income estimates for 2025-27E have been revised down by -35% for 2025E, -7% for 2026E, and increased by +1% for 2027E [11] Risks and Considerations - Key risks include the pace of customer adoption of advanced packaging tools, demand fluctuations from automotive customers, and overall demand for traditional IC packaging and SMT equipment [17] Valuation and Rating - The current rating for ASMPT is Neutral, reflecting a fair valuation despite the positive outlook for the semiconductor segment [1][16] - The target price implies a downside of 13.0% from the current price of HK$104.20 [20] Additional Insights - The company is focusing on enhancing its semiconductor solutions business, which is expected to benefit from technological advancements and increased demand driven by AI trends [2][11] - The financial outlook indicates a recovery trajectory for ASMPT's fundamentals, supported by the demand recovery in SMT and semiconductor tools [16]

第 1 頁 共 10 頁 v 1.2.0 FF301 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: | 2026年1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: | 2026年2月2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 ...