| 2393 |
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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| 2393 億光 |
實收資本額 |
4434 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1999/11/04 |
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| 發 言
人 |
蘇鴻彥 |
電 話 |
02-26856688 |
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| 地 址 |
新北市樹林區中華路6之8號 |
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| 產 業
別 |
電子上游-LED照明及光元件 |
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| 主要產品 |
電子製品之加工製造買賣業務、各種光電控制器之加工買賣業務、半導體原料及其設備之製造買賣業務 |
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| 2025/5/2 股價 |
77.30 |
法人買賣超合計(近一日) |
賣超 -67.482 張 |
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| 2025/5/2
漲跌 |
0.70
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法人買賣超合計(近一週) |
賣超 -482.58 張 |
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| 2025/5/2
漲跌幅 |
0.91
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法人買賣超合計(近一月) |
賣超 -813.45 張 |
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| 券 資 比 |
1.28
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外資連2賣 |
投信連5買 |
自營連2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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| 2024/06/12 |
2.50 |
0.20 |
2008/07/25 |
2023/08/02 |
3.23% |
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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 |
2025/06/11 |
5.31 |
0.00 |
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6.87% |
0% |
6.87% |
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| 2023 |
2024/06/12 |
3.20 |
0.00 |
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2024/08/01 |
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4.14% |
0% |
4.14% |
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| 2022 |
2023/06/16 |
2.50 |
0.00 |
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2023/08/02 |
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3.23% |
0% |
3.23% |
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| 2021 |
2022/06/17 |
3.50 |
0.00 |
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2022/08/03 |
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4.53% |
0% |
4.53% |
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| 機構估稅後EPS |
5.86 |
K(9) |
64.95 |
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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) |
45.71 |
D(9) |
54.39 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
13.19 |
周K(9) |
47.9 |
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1.6 |
1.2 |
2 |
0.8 |
0 |
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| 股價淨值比 |
1.69 |
周D(9) |
47.55 |
綜合評分: |
5.6 |
建議: |
列入追踪 |
目標價: |
88.9 |
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| 月線乖離率 |
1.86 |
季線乖離率 |
-4.55 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
117.12 |
3*PB |
137.22 |
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| 股價 |
85.00 |
74.00 |
76.50 |
75.10 |
77.30 |
15*PE |
87.84 |
2*PB |
91.48 |
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| 成交量(千股) |
4,388 |
10,920 |
8,219 |
8,843 |
6,457 |
10*PE |
58.56 |
1*PB |
45.74 |
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| 資餘 |
984 |
996 |
901 |
1,012 |
1,014 |
5*PE |
29.28 |
0.5*PB |
22.87 |
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| 券餘 |
0 |
1 |
11 |
11 |
13 |
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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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4,954,090
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5,557,994
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5,555,800
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4,905,019
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4,442,026
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4,517,190
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4,403,475
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| 營業成本(千) |
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3,586,883
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3,868,622
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3,748,548
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3,415,674
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3,168,373
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3,220,715
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3,172,306
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| 營業毛利(千) |
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1,367,207
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1,689,372
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1,807,252
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1,489,345
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1,273,653
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1,296,475
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1,231,169
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| 營業費用(千) |
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970,495
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975,015
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995,068
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952,451
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857,146
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844,569
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847,240
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| 營業利益(千) |
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396,712
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714,357
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812,184
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536,894
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416,507
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451,906
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383,929
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| 營業外收入及支出(千) |
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843,574
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20,053
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265,445
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402,772
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-208,394 |
162,549
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235,393
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| 稅前純益(千) |
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1,240,286
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734,410
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1,077,629
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939,666
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208,113
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614,455
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619,322
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| 所得稅(千) |
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276,667
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178,168
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235,723
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178,637
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59,275
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200,513
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143,521
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| 稅後純益(千) |
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963,619
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556,242
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841,906
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761,029
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148,838
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413,942
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475,801
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| 其他綜合損益(千) |
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-56,372 |
64,150
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16,840
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167,875
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-132,181 |
211,640
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-236,817 |
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| 綜合損益(千) |
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907,247
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620,392
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858,746
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928,904
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16,657
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625,582
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238,984
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| 原始每股稅前盈餘(元) |
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2.80
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1.66
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2.43
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2.12
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0.47
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1.39
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1.40
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| 原始每股稅後盈餘(元) |
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1.87
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1.25
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1.85
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1.67
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0.32
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0.91
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1.05
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| 毛利率(%) |
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27.60
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30.40
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32.53
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30.36
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28.67
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28.70
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27.96
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| 營業利益率(%) |
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8.01
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12.85
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14.62
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10.95
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9.38
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10.00
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8.72
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| 稅後純益率(%) |
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19.45
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10.01
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15.15
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15.52
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3.35
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9.16
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10.81
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| 稅後權益報酬率(%) |
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4.74
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2.84
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4.31
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3.93
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0.79
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2.23
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2.54
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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 |
1,794,834 |
5,007,730 |
12.19
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0.78
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1.64
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5,007,730
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1.64 |
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| 202502 |
1,599,809 |
3,212,896 |
-0.82 |
5.98
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2.13
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4,808,644
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4.64 |
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| 202501 |
1,613,087 |
1,613,087 |
1.09
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-1.41 |
-1.41 |
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4,836,300
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5.49 |
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| 202412 |
1,595,748 |
20,972,903 |
-1.95 |
10.06
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17.53
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9.00
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4,949,157
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11.81 |
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| 202411 |
1,627,465 |
19,372,730 |
-5.71 |
8.60
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18.39
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5,107,060
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13.77 |
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| 202410 |
1,725,944 |
17,745,265 |
-1.58 |
16.78
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19.38
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5,404,399
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17.78 |
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| 202409 |
1,753,651 |
16,018,813 |
-8.89 |
15.95
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19.51
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6.21
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5,513,463
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21.85 |
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| 202408 |
1,924,804 |
14,265,670 |
4.89
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20.45
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20.14
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5,514,291
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23.46 |
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| 202407 |
1,835,008 |
12,340,866 |
4.59
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29.75
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20.09
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5,463,701
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22.85 |
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| 202406 |
1,754,479 |
10,460,819 |
-6.39 |
20.64
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17.72
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4.55
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5,579,116
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26.51 |
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| 202405 |
1,874,214 |
8,751,379 |
-3.91 |
18.69
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18.13
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5,605,617
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22 |
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| 202404 |
1,950,423 |
6,877,165 |
9.51
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41.67
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17.98
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創近一年新高 |
5,240,973
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18.59 |
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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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| 1440 |
美林 |
103 |
105 |
2 |
1470 |
台灣摩根士丹利 |
-158 |
67 |
225 |
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| 9600 |
富邦 |
101 |
138 |
37 |
1650 |
新加坡商瑞銀 |
-118 |
48 |
166 |
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| 8440 |
摩根大通 |
77 |
109 |
32 |
9A00 |
永豐金 |
-57 |
22 |
79 |
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| 5920 |
元富 |
60 |
92 |
32 |
1480 |
美商高盛 |
-46 |
34 |
80 |
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| 8450 |
康和 |
41 |
42 |
1 |
5850 |
統一 |
-21 |
2 |
23 |
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| 9100 |
群益金鼎 |
27 |
64 |
37 |
8560 |
新光 |
-9 |
4 |
13 |
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| 8150 |
台新 |
22 |
39 |
17 |
8840 |
玉山 |
-8 |
6 |
14 |
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| 8490 |
京城 |
10 |
10 |
0 |
1040 |
臺銀證券 |
-8 |
4 |
12 |
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| 7000 |
兆豐 |
8 |
33 |
25 |
9300 |
華南永昌 |
-4 |
21 |
25 |
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| 7790 |
國票 |
8 |
10 |
2 |
9800 |
元大 |
-3 |
84 |
87 |
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| 20250424 |
億光遭日商控侵權 |
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| 20250408 |
億光營收／3月月增12.18%、首季年增1.64% 看好車用、不可見光撐腰 |
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| 20250314 |
自營商也青睞！億光配息5.31元、殖利率6.77% 量價齊揚 |
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| 20250313 |
億光財報／去年 EPS 6.64元登近30年高點 配息5.31元 |
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| 20241224 |
納入00919新成分股+營收亮眼 海悅盤中大漲逾9% |
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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 |
-1.3 |
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10日籌碼集中度 |
-7.5 |
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單日買賣超 |
-15 |
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| 5日籌碼集中度 |
-9.4 |
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20日籌碼集中度 |
-4.6 |
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累計買賣超 |
-1255 |
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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 |
17073 |
借券餘額 |
21100 |
千張大戶戶數 |
61 |
大戶比例 |
67.52 |
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更新日期： |
2025/5/2 19:35 |
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