| 2385 |
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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| 2385 群光 |
實收資本額 |
7601 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1999/01/05 |
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| 發 言
人 |
林玉玲 |
電 話 |
02-66266788 |
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| 地 址 |
新北市三重區光復路二段69號 |
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| 產 業
別 |
電子下游-電腦周邊 |
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| 主要產品 |
鍵盤製造及銷售、數位影像產品之製造及銷售、電源供應器產品之製造及銷售 |
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| 2025/5/2 股價 |
160.00 |
法人買賣超合計(近一日) |
買超 903.509 張 |
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| 2025/5/2
漲跌 |
6.00
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法人買賣超合計(近一週) |
買超
949.65 張 |
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| 2025/5/2
漲跌幅 |
3.90
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法人買賣超合計(近一月) |
買超
1048.8 張 |
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| 券 資 比 |
0.37
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自營連3買 |
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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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| 2024/05/30 |
7.80 |
0.05 |
2018/07/19 |
2024/06/18 |
4.88% |
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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 |
2025/05/28 |
10.00 |
0.00 |
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2025/06/17 |
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6.25% |
0% |
6.25% |
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| 2023 |
2024/05/30 |
7.80 |
0.00 |
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2024/06/18 |
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4.88% |
0% |
4.88% |
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| 2022 |
2023/05/30 |
7.50 |
0.00 |
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2023/06/16 |
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4.69% |
0% |
4.69% |
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| 2021 |
2022/06/10 |
6.10 |
0.00 |
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2022/06/16 |
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3.81% |
0% |
3.81% |
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| 機構估稅後EPS |
11.68 |
K(9) |
89.71 |
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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) |
63.45 |
D(9) |
83.17 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
13.70 |
周K(9) |
54.85 |
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1.6 |
1.2 |
2 |
1.2 |
1.5 |
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| 股價淨值比 |
2.52 |
周D(9) |
57.35 |
綜合評分: |
7.5 |
建議: |
列入追踪 |
目標價: |
184 |
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| 月線乖離率 |
7.93 |
季線乖離率 |
0.18 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
233.58 |
3*PB |
182.51 |
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| 股價 |
167.50 |
146.00 |
147.00 |
149.00 |
160.00 |
15*PE |
175.18 |
2*PB |
121.67 |
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| 成交量(千股) |
14,407 |
22,657 |
19,742 |
19,980 |
13,129 |
10*PE |
116.79 |
1*PB |
60.84 |
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| 資餘 |
2,610 |
1,958 |
2,053 |
2,307 |
2,162 |
5*PE |
58.39 |
0.5*PB |
30.42 |
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| 券餘 |
14 |
18 |
3 |
4 |
8 |
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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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26,237,367
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27,721,130
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24,673,860
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22,845,902
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24,428,946
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25,808,939
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25,362,699
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| 營業成本(千) |
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21,117,346
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22,079,390
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19,574,183
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18,237,764
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19,330,416
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20,261,998
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20,822,920
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| 營業毛利(千) |
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5,120,021
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5,641,740
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5,099,677
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4,608,138
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5,098,530
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5,546,941
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4,539,779
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| 營業費用(千) |
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2,625,107
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2,660,983
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2,542,093
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2,328,760
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2,510,230
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2,545,782
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2,506,717
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| 營業利益(千) |
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2,494,914
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2,980,757
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2,557,584
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2,279,378
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2,588,300
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3,001,159
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2,033,062
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| 營業外收入及支出(千) |
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1,060,522
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479,231
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974,676
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468,754
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480,517
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108,760
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924,703
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| 稅前純益(千) |
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3,555,436
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3,459,988
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3,532,260
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2,748,132
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3,068,817
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3,109,919
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2,957,765
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| 所得稅(千) |
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700,259
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582,090
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633,211
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676,370
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590,071
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545,763
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779,043
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| 稅後純益(千) |
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2,855,177
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2,877,898
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2,899,049
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2,071,762
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2,478,746
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2,564,156
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2,178,722
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| 其他綜合損益(千) |
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-487,493 |
1,276,719
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1,380,133
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1,194,233
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-849,850 |
1,465,026
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-539,534 |
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| 綜合損益(千) |
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2,367,684
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4,154,617
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4,279,182
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3,265,995
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1,628,896
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4,029,182
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1,639,188
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| 原始每股稅前盈餘(元) |
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4.89
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4.75
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4.85
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3.78
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4.24
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4.30
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4.09
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| 原始每股稅後盈餘(元) |
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3.32
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3.29
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3.40
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2.42
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2.86
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2.93
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2.50
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| 毛利率(%) |
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19.51
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20.35
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20.67
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20.17
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20.87
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21.49
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17.90
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| 營業利益率(%) |
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9.51
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10.75
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10.37
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9.98
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10.60
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11.63
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8.02
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| 稅後純益率(%) |
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10.88
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10.38
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11.75
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9.07
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10.15
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9.94
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8.59
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| 稅後權益報酬率(%) |
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5.38
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5.77
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6.37
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4.63
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5.48
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6.07
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5.53
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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 |
8,473,057 |
23,281,285 |
16.22
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-0.44 |
1.91
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23,281,285
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1.91 |
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| 202502 |
7,290,720 |
14,808,227 |
-3.02 |
9.80
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3.30
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創近一年新低 |
23,124,922
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3.67 |
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| 202501 |
7,517,508 |
7,517,508 |
-9.61 |
-2.31 |
-2.31 |
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24,466,964
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2.43 |
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| 202412 |
8,316,694 |
101,478,259 |
-3.66 |
4.34
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3.21
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17.49
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26,237,367
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7.4 |
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| 202411 |
8,632,762 |
93,161,565 |
-7.05 |
5.03
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3.11
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27,573,782
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7.71 |
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| 202410 |
9,287,911 |
84,528,803 |
-3.78 |
12.73
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2.92
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28,628,181
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10 |
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| 202409 |
9,653,109 |
75,240,892 |
-0.35 |
5.61
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1.82
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12.81
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27,721,129
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7.41 |
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| 202408 |
9,687,161 |
65,587,783 |
15.59
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12.04
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1.29
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創近一年新高 |
26,429,296
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2.82 |
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| 202407 |
8,380,859 |
55,900,621 |
0.23
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4.47
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-0.37 |
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25,292,011
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-0.86 |
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| 202406 |
8,361,276 |
47,519,762 |
-2.21 |
-7.46 |
-1.17 |
8.26
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24,673,860
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-2.72 |
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| 202405 |
8,549,876 |
39,158,486 |
10.14
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1.14
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0.28
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24,822,950
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-1.09 |
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| 202404 |
7,762,708 |
30,608,610 |
-8.79 |
-1.41 |
0.04
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22,913,314
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-2.52 |
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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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| 9200 |
凱基 |
386 |
606 |
220 |
6160 |
中國信託 |
-521 |
9 |
530 |
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| 1440 |
美林 |
335 |
366 |
31 |
9800 |
元大 |
-477 |
90 |
567 |
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| 1470 |
台灣摩根士丹利 |
287 |
347 |
60 |
8440 |
摩根大通 |
-201 |
240 |
441 |
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| 9100 |
群益金鼎 |
271 |
326 |
55 |
8880 |
國泰 |
-187 |
41 |
228 |
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| 1480 |
美商高盛 |
243 |
437 |
194 |
5920 |
元富 |
-187 |
83 |
270 |
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| 9A00 |
永豐金 |
221 |
278 |
57 |
1590 |
花旗環球 |
-112 |
22 |
134 |
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| 9300 |
華南永昌 |
129 |
176 |
47 |
9600 |
富邦 |
-89 |
80 |
169 |
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| 8890 |
大和國泰 |
77 |
100 |
23 |
8840 |
玉山 |
-69 |
41 |
110 |
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| 1650 |
新加坡商瑞銀 |
67 |
255 |
188 |
5380 |
第一金 |
-30 |
2 |
32 |
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| 1570 |
港商法國興業 |
54 |
54 |
0 |
5850 |
統一 |
-30 |
14 |
44 |
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| 20250418 |
00733成分股大風吹 川普關稅陰霾下調降電子股比重 |
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| 20250409 |
群光3月營收月增16% 群電增12% |
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| 20250408 |
群光營收／3月85億 月增16% |
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| 20250331 |
長榮、群光 押90天期 |
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| 20250312 |
台股上漲207點收22,278點 台積電漲17元收988元 |
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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 |
16.9 |
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10日籌碼集中度 |
4.3 |
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單日買賣超 |
626 |
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| 5日籌碼集中度 |
3.5 |
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20日籌碼集中度 |
-3.9 |
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累計買賣超 |
-2631 |
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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 |
5416 |
借券餘額 |
27510 |
千張大戶戶數 |
116 |
大戶比例 |
73.32 |
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更新日期： |
2025/5/2 19:35 |
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