2406 |
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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2406 國碩 |
實收資本額 |
3509 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2000/04/29 |
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發 言
人 |
陳繼明 |
電 話 |
03-5985510 |
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地 址 |
新竹縣湖口鄉工業一路3號 |
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產 業
別 |
電子下游-太陽能 |
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主要產品 |
導電銲帶之研發、製造及銷售、太陽能電廠工程服務、太陽能電廠發電及售電 |
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2025/5/2 股價 |
12.45 |
法人買賣超合計(近一日) |
買超 356.208 張 |
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2025/5/2
漲跌 |
0.30
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法人買賣超合計(近一週) |
買超
246.79 張 |
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2025/5/2
漲跌幅 |
2.47
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法人買賣超合計(近一月) |
賣超 -375.45 張 |
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券 資 比 |
0.42
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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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2024/06/26 |
0.50 |
1.00 |
2011/09/20 |
2012/09/12 |
4.02% |
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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 |
2025/06/27 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2023 |
2024/06/26 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/06/28 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2021 |
2022/06/24 |
0.00 |
0.00 |
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0% |
0% |
0% |
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機構估稅後EPS |
-1.00 |
K(9) |
73.93 |
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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) |
10.98 |
D(9) |
73.6 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
-12.45 |
周K(9) |
38.95 |
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1.6 |
1.6 |
1.2 |
0.8 |
1 |
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股價淨值比 |
1.13 |
周D(9) |
33.88 |
綜合評分: |
6.2 |
建議: |
列入追踪 |
目標價: |
13.94 |
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月線乖離率 |
8.14 |
季線乖離率 |
-7.01 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
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3*PB |
33.05 |
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股價 |
12.90 |
10.65 |
11.00 |
12.40 |
12.45 |
15*PE |
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2*PB |
22.04 |
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成交量(千股) |
3,420 |
7,396 |
4,034 |
14,215 |
5,214 |
10*PE |
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1*PB |
11.02 |
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資餘 |
11,571 |
9,555 |
9,574 |
9,358 |
9,371 |
5*PE |
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0.5*PB |
5.51 |
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券餘 |
57 |
50 |
2 |
34 |
39 |
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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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970,035
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1,835,457
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2,466,464
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1,640,077
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1,238,691
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810,804
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792,278
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營業成本(千) |
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983,540
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1,745,694
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2,271,984
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1,523,674
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1,240,114
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768,199
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818,539
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營業毛利(千) |
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-13,505 |
89,763
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194,480
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116,403
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-1,423 |
42,605
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-26,261 |
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營業費用(千) |
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306,058
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311,676
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260,701
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217,979
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274,797
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234,141
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247,445
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營業利益(千) |
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-322,892 |
-206,895 |
-93,418 |
-100,705 |
-279,208 |
-197,239 |
-273,378 |
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營業外收入及支出(千) |
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-237,876 |
-37,981 |
-5,022 |
116,940
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-314,855 |
129,308
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-10,246 |
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稅前純益(千) |
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-560,768 |
-244,876 |
-98,440 |
16,235
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-594,063 |
-67,931 |
-283,624 |
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所得稅(千) |
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7,153
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9,326
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23,739
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7,265
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9,768
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15,039
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9,696
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稅後純益(千) |
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-567,921 |
-254,202 |
-122,179 |
8,970
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-603,831 |
-82,970 |
-293,320 |
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其他綜合損益(千) |
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18,345
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31,457
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14,794
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-45,018 |
-37,740 |
-51,348 |
-69,488 |
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綜合損益(千) |
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-549,576 |
-222,745 |
-107,385 |
-36,048 |
-641,571 |
-134,318 |
-362,808 |
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原始每股稅前盈餘(元) |
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-1.60 |
-0.70 |
-0.28 |
0.05
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-1.69 |
-0.19 |
-0.81 |
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原始每股稅後盈餘(元) |
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-0.57 |
-0.22 |
-0.11 |
0.05
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-0.59 |
-0.03 |
-0.23 |
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毛利率(%) |
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-1.39 |
4.89
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7.88
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7.10
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-0.11 |
5.25
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-3.31 |
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營業利益率(%) |
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-33.29 |
-11.27 |
-3.79 |
-6.14 |
-22.54 |
-24.33 |
-34.51 |
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稅後純益率(%) |
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-58.55 |
-13.85 |
-4.95 |
0.55
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-48.75 |
-10.23 |
-37.02 |
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稅後權益報酬率(%) |
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-6.49 |
-2.84 |
-1.37 |
0.10
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-6.52 |
-0.86 |
-3.02 |
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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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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 |
382,096 |
1,012,779 |
22.40
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-36.91 |
-38.36 |
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1,012,779
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-38.36 |
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202502 |
312,179 |
630,683 |
-1.99 |
-37.89 |
-39.21 |
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952,700
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-43.24 |
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202501 |
318,504 |
318,504 |
-1.09 |
-40.45 |
-40.45 |
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947,431
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-37.07 |
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202412 |
322,017 |
6,912,033 |
4.92
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-49.75 |
75.43
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-2.53 |
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964,686
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-22.74 |
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202411 |
306,910 |
6,588,953 |
-8.59 |
-6.94 |
98.97
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創近一年新低 |
1,231,570
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31.86 |
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202410 |
335,759 |
6,282,043 |
-42.99 |
20.80
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110.69
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1,506,839
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83.2 |
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202409 |
588,901 |
5,941,998 |
1.15
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80.51
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119.96
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-0.93 |
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1,833,789
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126.18 |
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202408 |
582,179 |
5,357,383 |
-12.15 |
166.70
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125.34
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2,094,350
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194.94 |
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202407 |
662,709 |
4,775,204 |
-21.98 |
148.92
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121.16
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2,293,412
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216.63 |
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202406 |
849,462 |
4,106,541 |
8.73
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276.59
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117.21
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-0.23 |
創近一年新高 |
2,469,434
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209.04 |
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202405 |
781,241 |
3,263,033 |
-6.85 |
235.99
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95.70
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2,225,568
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130.13 |
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202404 |
838,731 |
2,481,792 |
38.50
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145.98
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72.97
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創近一年新高 |
1,946,937
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78.38 |
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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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1480 |
美商高盛 |
112 |
133 |
21 |
9800 |
元大 |
-80 |
129 |
209 |
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1560 |
港商野村 |
98 |
98 |
0 |
9600 |
富邦 |
-77 |
59 |
136 |
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9200 |
凱基 |
55 |
155 |
100 |
9A00 |
永豐金 |
-72 |
47 |
119 |
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1040 |
臺銀證券 |
47 |
57 |
10 |
7000 |
兆豐 |
-44 |
9 |
53 |
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1440 |
美林 |
30 |
35 |
5 |
5920 |
元富 |
-36 |
41 |
77 |
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7030 |
致和 |
29 |
29 |
0 |
8840 |
玉山 |
-35 |
16 |
51 |
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1470 |
台灣摩根士丹利 |
22 |
22 |
0 |
8560 |
新光 |
-23 |
29 |
52 |
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1650 |
新加坡商瑞銀 |
19 |
28 |
9 |
8880 |
國泰 |
-17 |
25 |
42 |
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6460 |
大昌 |
18 |
20 |
2 |
8150 |
台新 |
-17 |
27 |
44 |
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6010 |
奔亞證券 |
6 |
10 |
4 |
1020 |
合庫 |
-15 |
2 |
17 |
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20250423 |
太陽能族群火熱期待東南亞轉單潮 但要小心一件事 |
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20250328 |
3月28日重要財經行事曆 |
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20241121 |
國碩綠能布局 拚轉盈 |
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20240628 |
行情只有一天?聯合再生爆量下跌 太陽能僅兩檔續亮燈 |
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20240628 |
台股收盤上漲126點重返23,000點 上半年大漲5,101點、漲幅28.4% |
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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 |
14 |
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10日籌碼集中度 |
-3.1 |
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單日買賣超 |
159 |
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5日籌碼集中度 |
-6.6 |
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20日籌碼集中度 |
-0.9 |
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累計買賣超 |
-865 |
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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 |
10282 |
借券餘額 |
11962 |
千張大戶戶數 |
26 |
大戶比例 |
23.82 |
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更新日期: |
2025/5/2 19:36 |
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