| 2424 |
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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| 2424 隴華 |
實收資本額 |
576 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2000/09/11 |
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| 發 言
人 |
王雅萱 |
電 話 |
(02)2578-7775 |
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| 地 址 |
台北市松山區八德路三段32號15樓 |
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| 產 業
別 |
電子中游-通訊設備 |
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| 主要產品 |
衛星影像事業、衛星事業、其他 |
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| 2025/5/2 股價 |
89.70 |
法人買賣超合計(近一日) |
賣超 -21 張 |
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| 2025/5/2
漲跌 |
8.10
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法人買賣超合計(近一週) |
賣超 -10 張 |
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| 2025/5/2
漲跌幅 |
9.93
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法人買賣超合計(近一月) |
買超
5.6 張 |
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| 券 資 比 |
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外資連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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| 2024/06/25 |
1.00 |
0.11 |
2004/12/02 |
1999/10/21 |
1.11% |
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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 |
2025/06/24 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 2023 |
2024/06/25 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 2022 |
2023/06/29 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 2021 |
2022/06/17 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 機構估稅後EPS |
-3.61 |
K(9) |
86.9 |
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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) |
5.04 |
D(9) |
78.49 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
-24.85 |
周K(9) |
70.86 |
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1.6 |
1.2 |
0.8 |
1.2 |
1.5 |
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| 股價淨值比 |
17.80 |
周D(9) |
57.21 |
綜合評分: |
6.3 |
建議: |
觀望 |
目標價: |
71.01 |
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| 月線乖離率 |
31.83 |
季線乖離率 |
43.54 |
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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 |
19.10 |
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| 股價 |
75.20 |
62.20 |
61.80 |
73.80 |
89.70 |
15*PE |
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2*PB |
12.73 |
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| 成交量(千股) |
260 |
325 |
95 |
562 |
693 |
10*PE |
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1*PB |
6.37 |
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| 資餘 |
0 |
0 |
0 |
0 |
0 |
5*PE |
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0.5*PB |
3.18 |
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| 券餘 |
0 |
0 |
0 |
0 |
0 |
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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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69,111
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26,337
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23,514
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21,109
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42,789
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17,157
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20,850
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| 營業成本(千) |
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39,650
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43,951
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48,121
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42,299
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54,790
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38,983
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35,153
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| 營業毛利(千) |
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29,461
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-17,614 |
-24,607 |
-21,190 |
-12,001 |
-21,826 |
-14,303 |
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| 營業費用(千) |
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33,316
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32,996
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42,483
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49,075
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35,291
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35,255
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34,039
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| 營業利益(千) |
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-3,855 |
-50,610 |
-67,090 |
-70,265 |
-47,292 |
-57,081 |
-48,342 |
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| 營業外收入及支出(千) |
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-409 |
-658 |
4,442
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3,219
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2,917
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-5,831 |
-7,053 |
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| 稅前純益(千) |
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-4,264 |
-51,268 |
-62,648 |
-67,046 |
-44,375 |
-62,912 |
-55,395 |
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| 所得稅(千) |
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0 |
0 |
0 |
0 |
0 |
0 |
0 |
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| 稅後純益(千) |
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-4,264 |
-51,268 |
-62,648 |
-67,046 |
-44,375 |
-62,912 |
-55,395 |
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| 其他綜合損益(千) |
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38 |
189
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111
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478
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-166 |
-232 |
674
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| 綜合損益(千) |
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-4,226 |
-51,079 |
-62,537 |
-66,568 |
-44,541 |
-63,144 |
-54,721 |
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| 原始每股稅前盈餘(元) |
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-0.07 |
-0.89 |
-1.11 |
-1.19 |
-0.83 |
-1.23 |
-1.14 |
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| 原始每股稅後盈餘(元) |
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-0.26 |
-0.82 |
-1.08 |
-1.15 |
-0.84 |
-1.15 |
-1.12 |
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| 毛利率(%) |
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42.63
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-66.88 |
-104.65 |
-100.38 |
-28.05 |
-127.21 |
-68.60 |
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| 營業利益率(%) |
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-5.58 |
-192.16 |
-285.32 |
-332.87 |
-110.52 |
-332.70 |
-231.86 |
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| 稅後純益率(%) |
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-6.17 |
-194.66 |
-266.43 |
-317.62 |
-103.71 |
-366.68 |
-265.68 |
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| 稅後權益報酬率(%) |
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-1.39 |
-17.14 |
-21.06 |
-22.65 |
-15.76 |
-23.39 |
-21.10 |
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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 |
52,545 |
64,613 |
718.84
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767.51
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198.86
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64,613
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198.86 |
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| 202502 |
6,417 |
12,068 |
13.56
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-28.86 |
-22.46 |
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65,825
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39.01 |
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| 202501 |
5,651 |
5,651 |
-89.49 |
-13.63 |
-13.63 |
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66,835
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48.11 |
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| 202412 |
53,757 |
140,071 |
623.81
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69.11
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31.31
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-3.21 |
創近一年新高 |
68,578
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61.71 |
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| 202411 |
7,427 |
86,085 |
0.45
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9.35
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17.13
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25,200
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33.43 |
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| 202410 |
7,394 |
78,658 |
-28.76 |
93.21
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17.92
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28,414
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75.91 |
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| 202409 |
10,379 |
70,960 |
-2.46 |
25.55
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11.08
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-3.14 |
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26,321
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58.85 |
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| 202408 |
10,641 |
60,885 |
100.74
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162.16
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11.49
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20,760
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8.05 |
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| 202407 |
5,301 |
50,244 |
10.02
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24.91
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-0.61 |
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22,598
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15.17 |
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| 202406 |
4,818 |
44,623 |
-61.39 |
-55.84 |
-4.50 |
-2.25 |
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23,323
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14.06 |
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| 202405 |
12,479 |
40,125 |
107.09
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179.36
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13.36
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24,562
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-9.34 |
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| 202404 |
6,026 |
27,646 |
-0.51 |
18.83
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-10.61 |
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21,103
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-22.14 |
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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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| 7790 |
國票 |
43 |
46 |
3 |
8880 |
國泰 |
-33 |
1 |
34 |
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| 9A00 |
永豐金 |
25 |
29 |
4 |
5850 |
統一 |
-32 |
6 |
38 |
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| 9600 |
富邦 |
17 |
29 |
12 |
7000 |
兆豐 |
-31 |
1 |
32 |
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| 8840 |
玉山 |
17 |
19 |
2 |
9200 |
凱基 |
-9 |
17 |
26 |
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| 9300 |
華南永昌 |
12 |
18 |
6 |
5920 |
元富 |
-6 |
27 |
33 |
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| 9100 |
群益金鼎 |
6 |
7 |
1 |
5260 |
美好 |
-4 |
0 |
4 |
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| 9800 |
元大 |
5 |
14 |
9 |
6460 |
大昌 |
-4 |
0 |
4 |
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| 1110 |
台灣企銀 |
2 |
4 |
2 |
8560 |
新光 |
-2 |
4 |
6 |
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| 1020 |
合庫 |
1 |
1 |
0 |
6010 |
奔亞證券 |
-2 |
0 |
2 |
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| 1040 |
臺銀證券 |
1 |
1 |
0 |
1440 |
美林 |
-2 |
0 |
2 |
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| 20250430 |
三大法人賣超99.95億元 4月再砍1,292億元…自營商最狠 |
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| 20250401 |
隴華攻企業主權AI研發授權 |
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| 20250328 |
台股量縮周跌606點 軍工逆漲奪魁、5大權值全淪陷 |
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| 20250117 |
隴華違反重訊規定 證交所開罰3萬元 |
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| 20250117 |
隴華電子違反重大訊息規定 證交所處以3萬元違約金 |
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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 |
-9.1 |
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10日籌碼集中度 |
-4.5 |
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單日買賣超 |
-21 |
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| 5日籌碼集中度 |
-2.9 |
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20日籌碼集中度 |
-9.2 |
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累計買賣超 |
-105 |
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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 |
0 |
借券餘額 |
0 |
千張大戶戶數 |
6 |
大戶比例 |
91.22 |
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更新日期： |
2025/5/2 19:36 |
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