| 2425 |
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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| 2425 承啟 |
實收資本額 |
965 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2000/09/11 |
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| 發 言
人 |
李凱莉 |
電 話 |
(02)2913-8833 |
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| 地 址 |
新北市新店區民權路48-3號3樓 |
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| 產 業
別 |
電子中游-主機板 |
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| 主要產品 |
一、電腦零組件、週邊設備製造加工及買賣 |
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| 2025/5/2 股價 |
37.10 |
法人買賣超合計(近一日) |
買超 638.325 張 |
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| 2025/5/2
漲跌 |
1.60
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法人買賣超合計(近一週) |
買超
1443.65 張 |
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| 2025/5/2
漲跌幅 |
4.51
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法人買賣超合計(近一月) |
買超
1993.99 張 |
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| 券 資 比 |
2.01
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外資連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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| 2024/06/14 |
0.45 |
1.56 |
2014/08/26 |
2024/07/04 |
1.21% |
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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 |
2025/06/20 |
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| 2023 |
2024/06/14 |
0.45 |
0.00 |
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2024/07/04 |
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1.21% |
0% |
1.21% |
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| 2022 |
2023/06/16 |
0.80 |
0.00 |
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2023/07/05 |
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2.16% |
0% |
2.16% |
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| 2021 |
2022/06/15 |
0.60 |
0.00 |
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2022/07/01 |
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1.62% |
0% |
1.62% |
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| 機構估稅後EPS |
1.04 |
K(9) |
78.25 |
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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) |
25.42 |
D(9) |
79.91 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
35.67 |
周K(9) |
67.77 |
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1.2 |
1.6 |
1.6 |
0.8 |
1.5 |
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| 股價淨值比 |
1.46 |
周D(9) |
56.35 |
綜合評分: |
6.7 |
建議: |
列入追踪 |
目標價: |
38.13 |
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| 月線乖離率 |
11.39 |
季線乖離率 |
5.85 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
20.73 |
3*PB |
76.23 |
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| 股價 |
34.60 |
28.95 |
35.45 |
36.15 |
37.10 |
15*PE |
15.54 |
2*PB |
50.82 |
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| 成交量(千股) |
1,979 |
3,960 |
8,471 |
12,164 |
4,729 |
10*PE |
10.36 |
1*PB |
25.41 |
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| 資餘 |
5,058 |
4,372 |
4,147 |
3,990 |
3,637 |
5*PE |
5.18 |
0.5*PB |
12.71 |
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| 券餘 |
97 |
8 |
42 |
139 |
73 |
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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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758,391
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872,448
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789,220
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1,175,932
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770,910
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886,590
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952,363
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| 營業成本(千) |
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707,894
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814,921
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723,767
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1,072,288
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718,554
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813,998
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870,764
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| 營業毛利(千) |
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50,497
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57,527
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65,453
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103,644
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52,356
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72,592
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81,599
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| 營業費用(千) |
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62,144
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54,947
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56,370
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142,637
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30,822
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40,599
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42,502
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| 營業利益(千) |
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-11,647 |
2,580
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9,083
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-38,993 |
21,534
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31,993
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39,097
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| 營業外收入及支出(千) |
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57,101
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-29,561 |
20,599
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66,511
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-55,589 |
47,221
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30,913
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| 稅前純益(千) |
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45,454
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-26,981 |
29,682
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27,518
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-34,055 |
79,214
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70,010
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| 所得稅(千) |
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21,491
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1,569
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13,572
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7,750
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3,855
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31,999
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25,392
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| 稅後純益(千) |
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122,928
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-2,295 |
3,888
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19,768
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5,889
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116,669
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76,778
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| 其他綜合損益(千) |
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18,836
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19,343
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145,710
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44,671
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-29,482 |
88,905
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-41,032 |
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| 綜合損益(千) |
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141,764
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17,048
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149,598
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64,439
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-23,593 |
205,574
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35,746
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| 原始每股稅前盈餘(元) |
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0.47
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-0.28 |
0.31
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0.29
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-0.35 |
0.82
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0.73
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| 原始每股稅後盈餘(元) |
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0.77
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-0.16 |
0.10
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0.34
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-0.16 |
0.86
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0.63
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| 毛利率(%) |
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6.66
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6.59
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8.29
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8.81
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6.79
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8.19
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8.57
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| 營業利益率(%) |
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-1.54 |
0.30
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1.15
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-3.32 |
2.79
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3.61
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4.11
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| 稅後純益率(%) |
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16.21
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-0.26 |
0.49
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1.68
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0.76
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13.16
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8.06
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| 稅後權益報酬率(%) |
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4.42
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-0.09 |
0.15
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0.77
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0.23
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4.76
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3.24
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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 |
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| 202503 |
955,289 |
1,827,951 |
118.67
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90.65
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55.45
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創歷史新高 |
1,827,951
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55.45 |
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| 202502 |
436,869 |
872,662 |
0.25
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71.20
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29.31
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1,663,742
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34.36 |
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| 202501 |
435,793 |
435,793 |
-44.91 |
3.84
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3.84
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1,749,999
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0.28 |
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| 202412 |
791,080 |
3,043,980 |
51.22
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40.41
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-9.27 |
1.05
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創近一年新高 |
1,889,063
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5.02 |
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| 202411 |
523,126 |
5,145,610 |
-9.00 |
-31.35 |
-17.80 |
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1,604,548
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-24.84 |
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| 202410 |
574,857 |
4,622,484 |
13.48
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21.43
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-15.92 |
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1,699,810
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-17.81 |
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| 202409 |
506,565 |
2,285,589 |
-18.08 |
-43.68 |
-11.55 |
0.58
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1,579,170
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-32.9 |
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| 202408 |
618,388 |
3,541,062 |
36.14
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-11.06 |
-14.16 |
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1,458,947
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-24.25 |
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| 202407 |
454,217 |
2,922,674 |
17.57
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-40.13 |
-14.79 |
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1,303,433
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-25.63 |
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| 202406 |
386,342 |
1,413,141 |
-16.53 |
-18.16 |
-16.75 |
0.86
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1,292,525
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-12.55 |
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| 202405 |
462,874 |
2,082,115 |
4.41
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-11.30 |
-5.41 |
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1,407,253
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-8.92 |
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| 202404 |
443,309 |
1,619,241 |
-11.53 |
-8.44 |
-3.58 |
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1,199,561
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-12.34 |
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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 |
411 |
563 |
152 |
9800 |
元大 |
-338 |
194 |
532 |
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| 1650 |
新加坡商瑞銀 |
174 |
206 |
32 |
7000 |
兆豐 |
-79 |
55 |
134 |
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| 8440 |
摩根大通 |
72 |
84 |
12 |
5380 |
第一金 |
-73 |
46 |
119 |
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| 1480 |
美商高盛 |
60 |
111 |
51 |
5850 |
統一 |
-68 |
46 |
114 |
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| 5920 |
元富 |
53 |
183 |
130 |
8880 |
國泰 |
-64 |
57 |
121 |
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| 1560 |
港商野村 |
52 |
64 |
12 |
8560 |
新光 |
-47 |
30 |
77 |
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| 1440 |
美林 |
45 |
49 |
4 |
7790 |
國票 |
-45 |
29 |
74 |
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| 6160 |
中國信託 |
26 |
53 |
27 |
9300 |
華南永昌 |
-44 |
21 |
65 |
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| 1470 |
台灣摩根士丹利 |
19 |
21 |
2 |
9A00 |
永豐金 |
-40 |
69 |
109 |
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| 8150 |
台新 |
11 |
70 |
59 |
8840 |
玉山 |
-40 |
44 |
84 |
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| 20250303 |
川普引爆幣圈激情 概念股今日尚勇 |
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| 20241217 |
承啟雙引擎 催動營收 |
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| 20241111 |
比特幣漲破8.1萬美元 這2檔盤中觸漲停領軍概念股表現 |
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| 20241106 |
美國大選川普一路領先！比特幣噴漲 撼訊飆漲停領軍概念股同慶 |
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| 20241101 |
台積電開盤跌34元失守千元關卡 台股開盤挫低381點 |
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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 |
25.1 |
優 |
10日籌碼集中度 |
2.8 |
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單日買賣超 |
609 |
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| 5日籌碼集中度 |
20.2 |
優 |
20日籌碼集中度 |
4.2 |
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累計買賣超 |
1105 |
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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 |
3901 |
借券餘額 |
4487 |
千張大戶戶數 |
5 |
大戶比例 |
34.38 |
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更新日期： |
2025/5/2 19:36 |
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