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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2025/7/11 股價 |
18.20 |
法人買賣超合計(近一日) |
買超 287.337 張 |
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2025/7/11
漲跌 |
0.30
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法人買賣超合計(近一週) |
買超
124.66 張 |
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2025/7/11
漲跌幅 |
1.68
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法人買賣超合計(近一月) |
賣超 -2313.72 張 |
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券 資 比 |
0.51
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外資連2買 |
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自營連5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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2024/06/12 |
0.60 |
0.50 |
2008/09/02 |
2023/07/11 |
3.30% |
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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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3.3% |
0% |
3.3% |
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2021 |
2022/06/08 |
2.00 |
0.00 |
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2022/07/14 |
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10.99% |
0% |
10.99% |
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機構估稅後EPS |
-0.10 |
K(9) |
16.65 |
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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) |
14.64 |
D(9) |
20.55 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
-182.00 |
周K(9) |
16.98 |
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1.2 |
0.8 |
1.2 |
1.2 |
1 |
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股價淨值比 |
1.24 |
周D(9) |
18.91 |
綜合評分: |
5.4 |
建議: |
列入追踪 |
目標價: |
19.11 |
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月線乖離率 |
-2.86 |
季線乖離率 |
-9.24 |
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2025/6/13 |
2025/6/20 |
2025/6/27 |
2025/7/4 |
2025/7/11 |
20*PE |
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3*PB |
43.68 |
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股價 |
19.00 |
18.30 |
19.55 |
18.60 |
18.20 |
15*PE |
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2*PB |
29.12 |
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成交量(千股) |
8,969 |
6,964 |
10,841 |
5,354 |
3,847 |
10*PE |
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1*PB |
14.56 |
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資餘 |
10,417 |
10,401 |
10,570 |
10,588 |
10,616 |
5*PE |
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0.5*PB |
7.28 |
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券餘 |
14 |
49 |
55 |
37 |
54 |
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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) |
1,542,027
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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) |
790,706
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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) |
751,321
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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) |
728,009
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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) |
22,486
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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) |
58,205
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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) |
80,691
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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) |
41,761
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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) |
38,930
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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) |
46,502
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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) |
85,432
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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) |
0.14
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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) |
-0.06 |
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(%) |
48.72
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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(%) |
1.46
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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(%) |
2.52
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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(%) |
0.35
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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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202506 |
542,783 |
3,247,807 |
-3.59 |
-8.56 |
3.62
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1,705,780
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-4.58 |
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202505 |
562,971 |
2,705,024 |
-6.18 |
-5.46 |
6.46
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1,756,209
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-0.1 |
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202504 |
600,026 |
2,142,053 |
1.15
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0.23
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10.11
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1,694,867
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13.96 |
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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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0.14
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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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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 |
128 |
183 |
55 |
9800 |
元大 |
-108 |
49 |
157 |
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1480 |
美商高盛 |
86 |
102 |
16 |
9600 |
富邦 |
-45 |
13 |
58 |
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8440 |
摩根大通 |
49 |
66 |
17 |
9A00 |
永豐金 |
-36 |
23 |
59 |
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1440 |
美林 |
21 |
38 |
17 |
5380 |
第一金 |
-27 |
1 |
28 |
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9300 |
華南永昌 |
15 |
29 |
14 |
6010 |
奔亞證券 |
-21 |
0 |
21 |
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8560 |
新光 |
9 |
12 |
3 |
9100 |
群益金鼎 |
-21 |
2 |
23 |
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7000 |
兆豐 |
9 |
18 |
9 |
6460 |
大昌 |
-18 |
2 |
20 |
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6160 |
中國信託 |
6 |
11 |
5 |
6380 |
光和 |
-12 |
0 |
12 |
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8490 |
京城 |
5 |
5 |
0 |
5850 |
統一 |
-12 |
3 |
15 |
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1470 |
台灣摩根士丹利 |
2 |
3 |
1 |
5920 |
元富 |
-10 |
10 |
20 |
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20250514 |
台股衝高逾300點 台積電開高21元續領漲 |
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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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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 |
18.2 |
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10日籌碼集中度 |
3.2 |
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單日買賣超 |
122 |
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5日籌碼集中度 |
0.4 |
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20日籌碼集中度 |
-1.8 |
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累計買賣超 |
-1756 |
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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 |
8850 |
借券餘額 |
16838 |
千張大戶戶數 |
39 |
大戶比例 |
35.56 |
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更新日期: |
2025/7/11 19:37 |
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