2206 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2206 三陽工業 |
實收資本額 |
7975 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
1996/07/29 |
|
|
|
|
|
|
|
|
|
發 言
人 |
田人豪 |
電 話 |
(03)5981911 |
|
|
|
|
|
|
|
|
|
地 址 |
新竹縣湖口鄉鳳山村中華路3號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-汽車 |
|
|
|
|
|
|
|
|
|
主要產品 |
生產汽車、機車及其零件、引擎、模治具內外銷、提供有關產品之技術服務及其諮詢顧問業務 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
69.80 |
法人買賣超合計(近一日) |
買超 83.028 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.60
|
法人買賣超合計(近一週) |
賣超 -412.61 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
0.87
|
法人買賣超合計(近一月) |
買超
982.83 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.01
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/25 |
1.80 |
0.60 |
2011/09/14 |
2023/07/25 |
2.58% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/26 |
3.00 |
0.00 |
|
|
|
4.3% |
0% |
4.3% |
|
|
|
|
2023 |
2024/06/25 |
3.00 |
0.00 |
|
2024/07/26 |
|
4.3% |
0% |
4.3% |
|
|
|
|
2022 |
2023/06/28 |
1.80 |
0.00 |
|
2023/07/25 |
|
2.58% |
0% |
2.58% |
|
|
|
|
2021 |
2022/06/23 |
1.30 |
0.00 |
|
2022/07/20 |
|
1.86% |
0% |
1.86% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
5.81 |
K(9) |
51.66 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
31.74 |
D(9) |
59.05 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
12.01 |
周K(9) |
69.16 |
|
0.8 |
1.2 |
1.6 |
1.2 |
0 |
|
|
|
|
股價淨值比 |
2.20 |
周D(9) |
68.89 |
綜合評分: |
4.8 |
建議: |
觀望 |
目標價: |
74.94 |
|
|
|
|
月線乖離率 |
0.82 |
季線乖離率 |
-0.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
116.33 |
3*PB |
94.75 |
|
|
|
|
股價 |
71.50 |
69.80 |
70.10 |
70.30 |
69.80 |
15*PE |
87.25 |
2*PB |
63.17 |
|
|
|
|
成交量(千股) |
2,667 |
23,247 |
6,260 |
5,934 |
2,568 |
10*PE |
58.17 |
1*PB |
31.58 |
|
|
|
|
資餘 |
20,898 |
21,796 |
22,111 |
22,442 |
22,732 |
5*PE |
29.08 |
0.5*PB |
15.79 |
|
|
|
|
券餘 |
19 |
61 |
0 |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
14,541,593
|
16,187,273
|
18,078,479
|
16,817,199
|
15,052,996
|
16,686,526
|
17,387,652
|
|
|
|
|
營業成本(千) |
|
11,550,633
|
12,980,829
|
14,285,989
|
13,426,626
|
12,027,410
|
13,217,521
|
13,641,246
|
|
|
|
|
營業毛利(千) |
|
2,990,960
|
3,206,444
|
3,792,490
|
3,390,573
|
3,025,586
|
3,469,005
|
3,746,406
|
|
|
|
|
營業費用(千) |
|
1,918,499
|
1,949,719
|
1,963,447
|
1,692,743
|
1,957,591
|
1,933,252
|
1,863,114
|
|
|
|
|
營業利益(千) |
|
1,072,461
|
1,256,725
|
1,829,043
|
1,697,830
|
1,067,995
|
1,535,753
|
1,883,292
|
|
|
|
|
營業外收入及支出(千) |
|
254,628
|
109,073
|
151,317
|
104,723
|
478,858
|
68,100
|
1,281,611
|
|
|
|
|
稅前純益(千) |
|
1,327,089
|
1,365,798
|
1,980,360
|
1,802,553
|
1,546,853
|
1,603,853
|
3,164,903
|
|
|
|
|
所得稅(千) |
|
203,902
|
225,735
|
566,521
|
347,160
|
90,908
|
260,828
|
744,196
|
|
|
|
|
稅後純益(千) |
|
1,123,187
|
1,140,063
|
1,413,839
|
1,455,393
|
1,455,945
|
1,343,025
|
2,420,707
|
|
|
|
|
其他綜合損益(千) |
|
-102,684 |
149,115
|
162,241
|
255,561
|
-525,755 |
234,464
|
94,257
|
|
|
|
|
綜合損益(千) |
|
1,020,503
|
1,289,178
|
1,576,080
|
1,710,954
|
930,190
|
1,577,489
|
2,514,964
|
|
|
|
|
原始每股稅前盈餘(元) |
|
1.68
|
1.72
|
2.50
|
2.28
|
1.95
|
2.02
|
4.00
|
|
|
|
|
原始每股稅後盈餘(元) |
|
1.33
|
1.33
|
1.62
|
1.75
|
1.77
|
1.60
|
2.87
|
|
|
|
|
毛利率(%) |
|
20.57
|
19.81
|
20.98
|
20.16
|
20.10
|
20.79
|
21.55
|
|
|
|
|
營業利益率(%) |
|
7.38
|
7.76
|
10.12
|
10.10
|
7.09
|
9.20
|
10.83
|
|
|
|
|
稅後純益率(%) |
|
7.72
|
7.04
|
7.82
|
8.65
|
9.67
|
8.05
|
13.92
|
|
|
|
|
稅後權益報酬率(%) |
|
4.00
|
4.24
|
5.30
|
5.54
|
5.84
|
5.68
|
10.86
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
5,905,573 |
15,091,668 |
28.96
|
0.91 |
-10.26 |
|
|
15,091,668
|
-10.26 |
|
|
|
|
202502 |
4,579,292 |
9,186,095 |
-0.60 |
0.75 |
-16.22 |
|
創近一年新低 |
14,242,305
|
-8.48 |
|
|
|
|
202501 |
4,606,803 |
4,606,803 |
-8.89 |
-28.24 |
-28.24 |
|
|
14,292,878
|
-10.95 |
|
|
|
|
202412 |
5,056,210 |
65,624,544 |
9.21 |
9.99 |
1.80 |
8.12 |
|
14,572,249
|
-3.24 |
|
|
|
|
202411 |
4,629,865 |
60,602,824 |
-5.25 |
-8.02 |
1.22 |
|
|
14,883,049
|
-6.32 |
|
|
|
|
202410 |
4,886,174 |
55,972,959 |
-8.96 |
-10.03 |
2.07 |
|
|
15,275,531
|
-5.88 |
|
|
|
|
202409 |
5,367,010 |
51,082,951 |
6.86 |
-1.04 |
3.40 |
6.46 |
|
16,190,850
|
-2.98 |
|
|
|
|
202408 |
5,022,347 |
45,719,775 |
-13.43 |
-6.56 |
3.94 |
|
|
16,803,251
|
-0.88 |
|
|
|
|
202407 |
5,801,493 |
40,697,428 |
-2.98 |
-1.50 |
5.41 |
|
|
18,270,348
|
3.84 |
|
|
|
|
202406 |
5,979,411 |
34,895,678 |
-7.86 |
5.12 |
6.65 |
4.74 |
|
18,078,698
|
4.15 |
|
|
|
|
202405 |
6,489,444 |
28,916,524 |
15.68
|
7.87 |
6.97 |
|
創歷史新高 |
17,951,734
|
2.1 |
|
|
|
|
202404 |
5,609,843 |
22,427,080 |
-4.15 |
-0.78 |
6.71
|
|
|
16,007,591
|
-3.07 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1440 |
美林 |
44 |
80 |
36 |
9800 |
元大 |
-75 |
26 |
101 |
|
|
|
|
5380 |
第一金 |
39 |
41 |
2 |
9600 |
富邦 |
-54 |
6 |
60 |
|
|
|
|
7000 |
兆豐 |
33 |
35 |
2 |
1480 |
美商高盛 |
-25 |
13 |
38 |
|
|
|
|
9100 |
群益金鼎 |
21 |
32 |
11 |
5920 |
元富 |
-13 |
0 |
13 |
|
|
|
|
1570 |
港商法國興業 |
13 |
13 |
0 |
9A00 |
永豐金 |
-10 |
1 |
11 |
|
|
|
|
1650 |
新加坡商瑞銀 |
12 |
12 |
0 |
1470 |
台灣摩根士丹利 |
-10 |
28 |
38 |
|
|
|
|
9200 |
凱基 |
11 |
58 |
47 |
5320 |
高橋 |
-6 |
0 |
6 |
|
|
|
|
8440 |
摩根大通 |
10 |
14 |
4 |
1020 |
合庫 |
-3 |
0 |
3 |
|
|
|
|
8840 |
玉山 |
5 |
5 |
0 |
7790 |
國票 |
-3 |
1 |
4 |
|
|
|
|
8880 |
國泰 |
4 |
10 |
6 |
5260 |
美好 |
-2 |
0 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250429 |
三陽拚現代汽車銷售 |
|
|
|
|
20250421 |
說到做到!百餘家上市櫃公司庫藏股 唯獨這家100%達標 |
|
|
|
|
20250421 |
自備5000億元救股價 這些公司股價有機會領先突圍 |
|
|
|
|
20250410 |
川普關稅下 李鴻基:台灣半導體供應鏈須提早備足糧草 |
|
|
|
|
20250409 |
庫藏股大軍增員中!今4檔守紅 這檔衝漲8%又翻黑 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
8.1 |
|
10日籌碼集中度 |
11.9 |
優 |
單日買賣超 |
35 |
|
|
|
5日籌碼集中度 |
9.4 |
|
20日籌碼集中度 |
18 |
優 |
累計買賣超 |
4923 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
17677 |
借券餘額 |
18918 |
千張大戶戶數 |
69 |
大戶比例 |
78.51 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:32 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|