2401 |
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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2401 凌陽 |
實收資本額 |
5920 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2000/01/27 |
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發 言
人 |
莊濟安 |
電 話 |
03-5786005 |
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地 址 |
新竹科學園區創新一路十九號 |
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產 業
別 |
電子上游-IC-設計 |
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主要產品 |
各種積體電路及模組之設計製造測試及銷售、各種積體電路應用軟體之研究開發及銷售、各積積體電路之貿易及代理業務 |
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2025/4/25 股價 |
21.30 |
法人買賣超合計(近一日) |
賣超 -779.312 張 |
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2025/4/25
漲跌 |
0.55
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法人買賣超合計(近一週) |
賣超 -384.88 張 |
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2025/4/25
漲跌幅 |
2.65
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法人買賣超合計(近一月) |
賣超 -216.15 張 |
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券 資 比 |
0.30
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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 |
0.60 |
0.50 |
2008/09/02 |
2023/07/11 |
2.82% |
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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 |
2025/06/13 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2023 |
2024/06/12 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/06/13 |
0.60 |
0.00 |
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2023/07/11 |
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2.82% |
0% |
2.82% |
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2021 |
2022/06/08 |
2.00 |
0.00 |
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2022/07/14 |
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9.39% |
0% |
9.39% |
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機構估稅後EPS |
0.51 |
K(9) |
52.74 |
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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) |
14.63 |
D(9) |
44.62 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
41.76 |
周K(9) |
21.5 |
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1.6 |
0.8 |
1.2 |
1.2 |
1 |
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股價淨值比 |
1.46 |
周D(9) |
26.78 |
綜合評分: |
5.8 |
建議: |
列入追踪 |
目標價: |
24.5 |
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月線乖離率 |
-2.77 |
季線乖離率 |
-19.48 |
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2025/3/28 |
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
20*PE |
10.14 |
3*PB |
43.77 |
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股價 |
26.35 |
25.50 |
20.45 |
20.45 |
21.30 |
15*PE |
7.61 |
2*PB |
29.18 |
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成交量(千股) |
6,688 |
5,996 |
10,844 |
9,381 |
10,909 |
10*PE |
5.07 |
1*PB |
14.59 |
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資餘 |
12,897 |
12,177 |
9,567 |
9,319 |
9,129 |
5*PE |
2.54 |
0.5*PB |
7.29 |
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券餘 |
36 |
67 |
0 |
2 |
27 |
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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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1,513,088
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1,786,548
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1,787,686
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1,346,764
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1,377,998
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1,545,595
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1,418,296
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營業成本(千) |
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800,436
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912,322
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918,965
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687,442
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798,060
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835,416
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749,513
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營業毛利(千) |
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712,652
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874,226
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868,721
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659,322
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579,938
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710,179
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668,783
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營業費用(千) |
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823,500
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738,527
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790,837
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655,128
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685,195
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722,053
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710,484
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營業利益(千) |
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-111,265 |
135,719
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77,894
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4,200
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-105,045 |
-11,838 |
-41,711 |
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營業外收入及支出(千) |
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268,403
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24,411
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37,339
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355,683
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-57,352 |
100,175
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65,152
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稅前純益(千) |
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157,138
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160,130
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115,233
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359,883
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-162,397 |
88,337
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23,441
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所得稅(千) |
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87,633
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58,208
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2,984
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47,351
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41,990
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54,480
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25,293
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稅後純益(千) |
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69,505
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101,922
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112,249
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312,532
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-204,387 |
33,857
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-1,852 |
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其他綜合損益(千) |
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-135,785 |
2,821
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54,875
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-19,223 |
29,411
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61,108
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-65,408 |
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綜合損益(千) |
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-66,280 |
104,743
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167,124
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293,309
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-174,976 |
94,965
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-67,260 |
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原始每股稅前盈餘(元) |
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0.27
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0.27
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0.20
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0.61
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-0.28 |
0.15
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0.04
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原始每股稅後盈餘(元) |
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0.03
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0.02
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0.00
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0.39
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-0.45 |
-0.09 |
-0.14 |
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毛利率(%) |
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47.10
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48.93
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48.59
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48.96
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42.09
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45.95
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47.15
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營業利益率(%) |
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-7.35 |
7.60
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4.36
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0.31
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-7.62 |
-0.77 |
-2.94 |
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稅後純益率(%) |
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4.59
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5.70
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6.28
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23.21
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-14.83 |
2.19
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-0.13 |
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稅後權益報酬率(%) |
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0.63
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0.92
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1.03
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2.88
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-1.88 |
0.31
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-0.02 |
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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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202503 |
593,212 |
1,542,027 |
18.26
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5.19
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14.50
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1,542,027
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14.5 |
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202502 |
501,629 |
948,815 |
12.17
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54.50
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21.20
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1,459,538
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20.55 |
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202501 |
447,186 |
447,186 |
-12.44 |
-2.40 |
-2.40 |
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1,449,215
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5.53 |
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202412 |
510,723 |
6,434,086 |
3.95
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19.35
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16.23
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1.34
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1,513,088
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9.8 |
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202411 |
491,306 |
5,923,363 |
-3.87 |
0.85
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15.97
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1,550,178
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8.21 |
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202410 |
511,059 |
5,432,057 |
-6.71 |
10.40
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17.57
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1,678,864
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14.12 |
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202409 |
547,813 |
4,920,998 |
-11.64 |
13.53
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18.37
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1.07
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1,786,548
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15.59 |
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202408 |
619,992 |
4,373,185 |
0.20
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17.94
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19.00
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創近一年新高 |
1,832,303
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21.94 |
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202407 |
618,743 |
3,753,193 |
4.24
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15.14
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19.18
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創近一年新高 |
1,807,771
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23.22 |
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202406 |
593,568 |
3,134,450 |
-0.32 |
35.05
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20.01
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0.80
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1,787,686
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26.04 |
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202405 |
595,460 |
2,540,882 |
-0.53 |
21.47
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16.97
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1,758,051
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21.07 |
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202404 |
598,658 |
1,945,422 |
6.16
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22.53
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15.65
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創近一年新高 |
1,487,263
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9.49 |
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202403 |
563,933 |
1,346,764 |
73.69
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19.14
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12.84
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0.61
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創近一年新高 |
1,346,764
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12.84 |
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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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9300 |
華南永昌 |
336 |
392 |
56 |
9200 |
凱基 |
-261 |
137 |
398 |
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9800 |
元大 |
257 |
435 |
178 |
1650 |
新加坡商瑞銀 |
-217 |
46 |
263 |
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5320 |
高橋 |
58 |
60 |
2 |
8440 |
摩根大通 |
-192 |
58 |
250 |
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1470 |
台灣摩根士丹利 |
43 |
95 |
52 |
1480 |
美商高盛 |
-148 |
26 |
174 |
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8560 |
新光 |
38 |
68 |
30 |
1560 |
港商野村 |
-133 |
0 |
133 |
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8450 |
康和 |
37 |
43 |
6 |
5380 |
第一金 |
-16 |
21 |
37 |
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9100 |
群益金鼎 |
31 |
66 |
35 |
1440 |
美林 |
-8 |
18 |
26 |
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9600 |
富邦 |
24 |
101 |
77 |
8840 |
玉山 |
-6 |
28 |
34 |
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5850 |
統一 |
23 |
36 |
13 |
8520 |
中農 |
-5 |
5 |
10 |
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6160 |
中國信託 |
23 |
27 |
4 |
6380 |
光和 |
-3 |
6 |
9 |
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20250323 |
凌陽三引擎 催動營運 |
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20241204 |
凌陽擬出清遠見持股 |
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20241007 |
內外資買超股 有撐 |
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20240926 |
力旺飆出第2根漲停再登股后 這幾檔IC設計股也亮燈漲停 |
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20240925 |
群益投資論壇盛大登場 聚焦2024年全球總經動態及科技產業趨勢 |
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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 |
-9.6 |
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10日籌碼集中度 |
-0.9 |
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單日買賣超 |
-227 |
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5日籌碼集中度 |
-2.2 |
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20日籌碼集中度 |
-1.7 |
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累計買賣超 |
-2608 |
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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 |
14749 |
借券餘額 |
18128 |
千張大戶戶數 |
43 |
大戶比例 |
35.53 |
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更新日期: |
2025/4/25 19:36 |
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