| 2347 |
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 |
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| 2347 聯強 |
實收資本額 |
16679 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1995/12/13 |
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| 發 言
人 |
杜書全 |
電 話 |
2506-3320 |
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| 地 址 |
臺北市南港區市民大道八段205號27樓 |
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| 產 業
別 |
電子上游-IC-通路 |
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| 主要產品 |
電子零組件，資訊產品及通訊產品代理銷售、個人電腦，電腦週邊設備及通訊產品維修，技術服務、3Cdistributorandserviceprovider |
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| 2025/5/2 股價 |
71.90 |
法人買賣超合計(近一日) |
買超 1634.336 張 |
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| 2025/5/2
漲跌 |
1.00
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法人買賣超合計(近一週) |
買超
2805.73 張 |
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| 2025/5/2
漲跌幅 |
1.41
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法人買賣超合計(近一月) |
買超
8862.95 張 |
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| 券 資 比 |
4.22
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外資連4買 |
投信連4賣 |
自營連3賣 |
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| 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 |
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| 2024/05/31 |
3.00 |
0.50 |
2016/08/30 |
2024/06/24 |
4.17% |
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| 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 |
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| 2024 |
2025/05/29 |
4.00 |
0.00 |
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5.56% |
0% |
5.56% |
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| 2023 |
2024/05/31 |
3.00 |
0.00 |
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2024/06/24 |
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4.17% |
0% |
4.17% |
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| 2022 |
2023/05/30 |
3.50 |
0.00 |
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2023/06/07 |
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4.87% |
0% |
4.87% |
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| 2021 |
2022/05/30 |
5.00 |
0.00 |
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2022/06/09 |
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6.95% |
0% |
6.95% |
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| 機構估稅後EPS |
5.93 |
K(9) |
74.89 |
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技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
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| 淨值(元) |
46.22 |
D(9) |
75.14 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
12.12 |
周K(9) |
66.67 |
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0.8 |
1.2 |
1.6 |
0.8 |
0.5 |
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| 股價淨值比 |
1.56 |
周D(9) |
61.25 |
綜合評分: |
4.9 |
建議: |
觀望 |
目標價: |
81.97 |
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| 月線乖離率 |
5.02 |
季線乖離率 |
1.72 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
118.84 |
3*PB |
138.27 |
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| 股價 |
73.80 |
66.50 |
68.50 |
70.90 |
71.90 |
15*PE |
89.13 |
2*PB |
92.18 |
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| 成交量(千股) |
16,824 |
28,663 |
21,537 |
34,251 |
17,651 |
10*PE |
59.42 |
1*PB |
46.09 |
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| 資餘 |
698 |
545 |
638 |
511 |
498 |
5*PE |
29.71 |
0.5*PB |
23.04 |
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| 券餘 |
44 |
24 |
20 |
46 |
21 |
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| 季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
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| 營業收入淨額(千) |
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113,246,192
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108,802,978
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100,209,135
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103,750,811
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114,206,974
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98,234,316
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94,949,700
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| 營業成本(千) |
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107,936,884
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104,090,419
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96,002,511
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99,331,638
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109,208,747
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94,091,081
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90,768,957
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| 營業毛利(千) |
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5,309,308
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4,712,559
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4,206,624
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4,419,173
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4,998,227
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4,143,235
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4,180,743
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| 營業費用(千) |
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2,183,159
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2,154,772
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2,202,320
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2,084,845
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2,372,862
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2,227,052
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2,153,450
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| 營業利益(千) |
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3,126,149
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2,557,787
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2,004,304
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2,334,328
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2,625,365
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1,916,183
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2,027,293
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| 營業外收入及支出(千) |
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659,272
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733,083
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526,339
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412,794
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374,471
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509,951
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667,824
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| 稅前純益(千) |
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3,785,421
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3,290,870
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2,530,643
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2,747,122
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2,999,836
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2,426,134
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2,695,117
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| 所得稅(千) |
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566,462
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829,830
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588,334
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439,964
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609,998
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579,563
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886,770
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| 稅後純益(千) |
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3,218,959
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2,461,040
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1,942,309
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2,307,158
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2,389,838
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1,846,571
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1,808,347
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| 其他綜合損益(千) |
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-406,762 |
-1,169,648 |
1,161,926
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1,465,646
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-824,841 |
4,474,301
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-4,866,282 |
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| 綜合損益(千) |
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2,812,197
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1,291,392
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3,104,235
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3,772,804
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1,564,997
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6,320,872
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-3,057,935 |
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| 原始每股稅前盈餘(元) |
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2.27
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1.97
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1.52
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1.65
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1.80
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1.45
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1.62
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| 原始每股稅後盈餘(元) |
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1.76
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1.35
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1.09
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1.32
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1.30
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1.02
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1.02
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| 毛利率(%) |
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4.69
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4.33
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4.20
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4.26
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4.38
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4.22
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4.40
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| 營業利益率(%) |
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2.76
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2.35
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2.00
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2.25
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2.30
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1.95
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2.14
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| 稅後純益率(%) |
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2.84
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2.26
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1.94
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2.22
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2.09
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1.88
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1.90
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| 稅後權益報酬率(%) |
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4.09
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3.21
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2.60
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3.12
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3.24
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2.64
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2.64
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| 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 |
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| 202504 |
0 |
0 |
0.00
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0.00
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0.00
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0 |
0 |
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| 202503 |
34,039,986 |
91,343,676 |
20.61
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-3.85 |
-11.96 |
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91,343,676
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-11.96 |
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| 202502 |
28,222,149 |
57,431,947 |
-2.97 |
3.92
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-15.97 |
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創近一年新低 |
98,600,989
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-10.76 |
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| 202501 |
29,085,545 |
29,085,545 |
-29.56 |
-29.39 |
-29.39 |
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107,809,197
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-11.64 |
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| 202412 |
41,293,295 |
426,009,116 |
10.32
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-2.02 |
7.58
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7.41
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創近一年新高 |
114,639,685
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0.38 |
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| 202411 |
37,430,357 |
386,242,123 |
4.22
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-3.24 |
9.15
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111,957,604
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6.99 |
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| 202410 |
35,916,033 |
348,678,958 |
-6.98 |
7.59
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10.63
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108,622,392
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8.85 |
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| 202409 |
38,611,214 |
312,762,924 |
13.25
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18.51
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10.99
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5.14
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108,478,356
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10.43 |
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| 202408 |
34,095,145 |
273,896,539 |
-4.69 |
0.79
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9.91
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106,944,354
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3.3 |
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| 202407 |
35,771,997 |
239,731,944 |
-3.52 |
12.40
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11.31
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105,753,584
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6.78 |
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| 202406 |
37,077,212 |
203,959,946 |
12.68
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-2.11 |
11.12
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3.16
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100,641,155
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5.99 |
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| 202405 |
32,904,375 |
166,984,211 |
7.32
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12.15
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14.63
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98,784,670
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7.2 |
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| 202404 |
30,659,568 |
134,410,379 |
-12.95 |
10.55
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15.54
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93,428,553
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5.82 |
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| 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 |
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| 1650 |
新加坡商瑞銀 |
742 |
915 |
173 |
9800 |
元大 |
-413 |
102 |
515 |
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| 1440 |
美林 |
522 |
606 |
84 |
8440 |
摩根大通 |
-412 |
17 |
429 |
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| 1470 |
台灣摩根士丹利 |
513 |
529 |
16 |
7790 |
國票 |
-376 |
104 |
480 |
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| 9200 |
凱基 |
247 |
526 |
279 |
5850 |
統一 |
-339 |
26 |
365 |
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| 1560 |
港商野村 |
191 |
191 |
0 |
7000 |
兆豐 |
-271 |
40 |
311 |
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| 9600 |
富邦 |
151 |
163 |
12 |
8890 |
大和國泰 |
-242 |
0 |
242 |
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| 1480 |
美商高盛 |
91 |
622 |
531 |
9A00 |
永豐金 |
-222 |
34 |
256 |
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| 1590 |
花旗環球 |
64 |
74 |
10 |
1030 |
土銀 |
-175 |
1 |
176 |
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| 9100 |
群益金鼎 |
7 |
33 |
26 |
8450 |
康和 |
-11 |
2 |
13 |
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| 1040 |
臺銀證券 |
6 |
7 |
1 |
1260 |
宏遠 |
-10 |
0 |
10 |
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| 20250501 |
聯強：2025年是躍升年 |
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| 20250425 |
外資本周買超275億元 買超最多竟是它、台積電則居第二名 |
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| 20250425 |
台股早盤漲逾500點挑戰2萬關卡 台積電開高36元 |
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| 20250424 |
聯強擴張雅加達運籌中心 |
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| 20250418 |
台股電子權值大軍回神 電子通路族群齊漲、兩檔快攻漲停 |
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| 個股TOP15買賣超券商籌碼統計(20日) |
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| 1日籌碼集中度 |
1.4 |
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10日籌碼集中度 |
6.7 |
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單日買賣超 |
58 |
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| 5日籌碼集中度 |
1.2 |
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20日籌碼集中度 |
3.8 |
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累計買賣超 |
2467 |
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| 個股借券統計(20日) |
千張大戶統計(20週) |
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| 單日借賣張數 |
12345 |
借券餘額 |
32155 |
千張大戶戶數 |
164 |
大戶比例 |
82.86 |
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更新日期： |
2025/5/2 19:34 |
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