1604 |
北城證券研發部提供 非經同意不得轉載 本刊內容僅供參考 投資人應謹慎考量投資風險 本公司不負任何法律責任 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1604 聲寶 |
實收資本額 |
3842 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
1970/12/14 |
|
|
|
|
|
|
|
|
|
發 言
人 |
簡淑慧 |
電 話 |
03-3975151 |
|
|
|
|
|
|
|
|
|
地 址 |
桃園市龜山區大華里頂湖26-3號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子下游-消費電子 |
|
|
|
|
|
|
|
|
|
主要產品 |
電子電化等製品之製造加工承攬批發零售等業務、電子電化等製品及汽車之買賣、保養、修理等業務、倉儲業務之經營,有關進出口業務 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
25.55 |
法人買賣超合計(近一日) |
買超 48.69 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.15
|
法人買賣超合計(近一週) |
買超
123.03 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
0.59
|
法人買賣超合計(近一月) |
賣超 -1071.15 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.00
|
外資連3買 |
|
自營連4賣 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
最新股利發放 |
股東會日期 |
現金股利(元) |
股票股利(元) |
除權日 |
除息日 |
殖利率 |
|
|
|
|
|
|
|
2024/06/12 |
1.50 |
0.50 |
2004/07/05 |
2024/04/11 |
5.87% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
股利年度 |
股東會日期 |
現金股利(元) |
股票股利(元) |
除權日 |
除息日 |
扣抵率(%) |
殖利率 |
股利殖利率 |
現金殖利率 |
|
|
|
|
2024 |
2025/06/13 |
1.50 |
0.00 |
|
2025/04/11 |
|
5.87% |
0% |
5.87% |
|
|
|
|
2023 |
2024/06/12 |
1.50 |
0.00 |
|
2024/04/11 |
|
5.87% |
0% |
5.87% |
|
|
|
|
2022 |
2023/06/28 |
1.50 |
0.00 |
|
2023/04/27 |
|
5.87% |
0% |
5.87% |
|
|
|
|
2021 |
2022/06/17 |
2.70 |
0.00 |
|
2022/07/05 |
|
10.57% |
0% |
10.57% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
2.00 |
K(9) |
80.92 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
23.53 |
D(9) |
68.01 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
12.78 |
周K(9) |
50.6 |
|
1.6 |
0.8 |
0.8 |
0.8 |
1.5 |
|
|
|
|
股價淨值比 |
1.09 |
周D(9) |
56.09 |
綜合評分: |
5.5 |
建議: |
列入追踪 |
目標價: |
26.83 |
|
|
|
|
月線乖離率 |
1.5 |
季線乖離率 |
-2.85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
40.24 |
3*PB |
66.65 |
|
|
|
|
股價 |
28.20 |
25.50 |
25.10 |
25.15 |
25.55 |
15*PE |
30.18 |
2*PB |
44.43 |
|
|
|
|
成交量(千股) |
1,241 |
6,783 |
1,673 |
1,033 |
603 |
10*PE |
20.12 |
1*PB |
22.22 |
|
|
|
|
資餘 |
336 |
517 |
531 |
461 |
454 |
5*PE |
10.06 |
0.5*PB |
11.11 |
|
|
|
|
券餘 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
2,315,049
|
2,264,506
|
2,430,738
|
2,483,514
|
1,974,654
|
2,117,276
|
2,444,413
|
|
|
|
|
營業成本(千) |
|
1,907,288
|
1,823,957
|
1,937,291
|
1,967,566
|
1,647,132
|
1,707,967
|
1,949,140
|
|
|
|
|
營業毛利(千) |
|
407,761
|
440,549
|
493,447
|
515,948
|
327,522
|
409,309
|
495,273
|
|
|
|
|
營業費用(千) |
|
296,191
|
269,086
|
313,034
|
322,075
|
284,190
|
248,004
|
290,859
|
|
|
|
|
營業利益(千) |
|
111,570
|
171,463
|
180,413
|
193,873
|
43,332
|
161,305
|
204,414
|
|
|
|
|
營業外收入及支出(千) |
|
86,647
|
39,044
|
105,366
|
75,966
|
33,304
|
80,534
|
87,094
|
|
|
|
|
稅前純益(千) |
|
198,217
|
210,507
|
285,779
|
269,839
|
76,636
|
241,839
|
291,508
|
|
|
|
|
所得稅(千) |
|
54,482
|
29,796
|
34,922
|
39,330
|
-41,756 |
30,075
|
42,076
|
|
|
|
|
稅後純益(千) |
|
143,735
|
180,711
|
250,857
|
230,509
|
118,392
|
211,764
|
249,432
|
|
|
|
|
其他綜合損益(千) |
|
91,364
|
-11,538 |
-18,921 |
175,264
|
-123,976 |
60,799
|
-55,129 |
|
|
|
|
綜合損益(千) |
|
235,099
|
169,173
|
231,936
|
405,773
|
-5,584 |
272,563
|
194,303
|
|
|
|
|
原始每股稅前盈餘(元) |
|
0.54
|
0.58
|
0.79
|
0.74
|
0.21
|
0.66
|
0.80
|
|
|
|
|
原始每股稅後盈餘(元) |
|
0.35
|
0.47
|
0.66
|
0.61
|
0.31
|
0.56
|
0.64
|
|
|
|
|
毛利率(%) |
|
17.61
|
19.45
|
20.30
|
20.77
|
16.59
|
19.33
|
20.26
|
|
|
|
|
營業利益率(%) |
|
4.82
|
7.57
|
7.42
|
7.81
|
2.19
|
7.62
|
8.36
|
|
|
|
|
稅後純益率(%) |
|
6.21
|
7.98
|
10.32
|
9.28
|
6.00
|
10.00
|
10.20
|
|
|
|
|
稅後權益報酬率(%) |
|
1.62
|
2.08
|
2.96
|
2.73
|
1.39
|
2.52
|
3.06
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
月營收 |
單月營收(千) |
累計營收(千) |
單月MoM |
單月YoY |
累計YoY |
累計稅前EPS |
備註 |
近3月營收(千) |
近3月年成長 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
782,851 |
2,460,993 |
16.94
|
-1.03 |
-0.91 |
|
|
2,460,993
|
-0.91 |
|
|
|
|
202502 |
669,466 |
1,678,142 |
-33.63 |
-1.30 |
-0.85 |
|
|
2,522,437
|
9.21 |
|
|
|
|
202501 |
1,008,676 |
1,008,676 |
19.47
|
-0.55 |
-0.55 |
|
創近一年新高 |
2,627,373
|
13.62 |
|
|
|
|
202412 |
844,295 |
9,493,807 |
9.03
|
36.78
|
6.80
|
2.51
|
|
2,315,049
|
17.24 |
|
|
|
|
202411 |
774,402 |
8,649,513 |
11.21
|
13.73
|
4.57
|
|
|
2,125,354
|
8.51 |
|
|
|
|
202410 |
696,352 |
7,875,111 |
6.38
|
2.94
|
3.75
|
|
|
2,128,886
|
8.28 |
|
|
|
|
202409 |
654,600 |
7,178,758 |
-15.85 |
8.88
|
3.82
|
1.99
|
|
2,264,506
|
6.95 |
|
|
|
|
202408 |
777,934 |
6,524,158 |
-6.50 |
13.02
|
3.34
|
|
|
2,392,216
|
2.23 |
|
|
|
|
202407 |
831,972 |
5,746,224 |
6.35
|
0.51
|
2.16
|
|
|
2,471,391
|
-1.96 |
|
|
|
|
202406 |
782,310 |
4,914,252 |
-8.73 |
-5.06 |
2.44
|
1.45
|
|
2,430,738
|
-0.56 |
|
|
|
|
202405 |
857,109 |
4,131,942 |
8.31
|
-1.38 |
4.00
|
|
|
2,439,458
|
3.96 |
|
|
|
|
202404 |
791,319 |
3,274,833 |
0.04
|
5.33
|
5.51
|
|
|
2,260,602
|
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
券商代號 |
券商名稱 |
張增減 |
買張 |
賣張 |
券商代號 |
券商名稱 |
張增減 |
買張 |
賣張 |
|
|
|
|
9800 |
元大 |
31 |
44 |
13 |
9600 |
富邦 |
-38 |
14 |
52 |
|
|
|
|
9200 |
凱基 |
22 |
41 |
19 |
9300 |
華南永昌 |
-23 |
5 |
28 |
|
|
|
|
1440 |
美林 |
20 |
20 |
0 |
1480 |
美商高盛 |
-10 |
2 |
12 |
|
|
|
|
1560 |
港商野村 |
14 |
14 |
0 |
1020 |
合庫 |
-9 |
2 |
11 |
|
|
|
|
1650 |
新加坡商瑞銀 |
11 |
13 |
2 |
9A00 |
永豐金 |
-9 |
15 |
24 |
|
|
|
|
6460 |
大昌 |
6 |
6 |
0 |
8440 |
摩根大通 |
-7 |
0 |
7 |
|
|
|
|
1030 |
土銀 |
5 |
5 |
0 |
8580 |
聯邦商銀 |
-4 |
0 |
4 |
|
|
|
|
1260 |
宏遠 |
2 |
2 |
0 |
7000 |
兆豐 |
-3 |
1 |
4 |
|
|
|
|
8520 |
中農 |
2 |
2 |
0 |
9100 |
群益金鼎 |
-3 |
2 |
5 |
|
|
|
|
8560 |
新光 |
1 |
1 |
0 |
8880 |
國泰 |
-2 |
1 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250313 |
三集瑞2024年EPS 11.41元 聲寶2.09元 |
|
|
|
|
20250111 |
聲寶2024年EPS估2元 |
|
|
|
|
20241112 |
聲寶台南廠 拚家電基地 |
|
|
|
|
20241111 |
聲寶財報/前三季稅後純益6.33億元 EPS 1.74元 |
|
|
|
|
20241009 |
聲寶營收/9月6.55億元 月減15.9%、年增8.9% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
3.7 |
|
10日籌碼集中度 |
-5.4 |
|
單日買賣超 |
8 |
|
|
|
5日籌碼集中度 |
-2.3 |
|
20日籌碼集中度 |
-16.3 |
|
累計買賣超 |
-1904 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
1096 |
借券餘額 |
1346 |
千張大戶戶數 |
40 |
大戶比例 |
53.56 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|