2464 |
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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2464 盟立 |
實收資本額 |
2045 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2001/09/17 |
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發 言
人 |
林芳毅 |
電 話 |
(03)5783280 |
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地 址 |
新竹市科學園區研發二路3號 |
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產 業
別 |
電子中游-儀器設備工程 |
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主要產品 |
設計開發生產製造及銷售下列產品:自動化設備系統及其零組件、電腦控制設備及系統,醫療器材及其自動化生產設備,立體停車設備、前項產品工程之規劃安裝,技術咨詢顧問,維修及租賃 |
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2025/5/2 股價 |
62.30 |
法人買賣超合計(近一日) |
賣超 -496.411 張 |
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2025/5/2
漲跌 |
0.80
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法人買賣超合計(近一週) |
賣超 -2380.17 張 |
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2025/5/2
漲跌幅 |
1.30
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法人買賣超合計(近一月) |
買超
2290.85 張 |
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券 資 比 |
1.71
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外資連2賣 |
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自營連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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2024/05/29 |
0.50 |
0.20 |
2017/07/26 |
2024/07/03 |
0.80% |
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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 |
2025/05/26 |
0.35 |
0.00 |
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0.56% |
0% |
0.56% |
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2023 |
2024/05/29 |
0.50 |
0.00 |
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2024/07/03 |
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0.8% |
0% |
0.8% |
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2022 |
2023/05/30 |
1.80 |
0.00 |
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2023/07/03 |
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2.89% |
0% |
2.89% |
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2021 |
2022/06/09 |
2.20 |
0.00 |
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2022/07/04 |
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3.53% |
0% |
3.53% |
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機構估稅後EPS |
1.35 |
K(9) |
70.45 |
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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) |
25.34 |
D(9) |
68.92 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
46.15 |
周K(9) |
31.58 |
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1.2 |
1.6 |
1.2 |
1.2 |
0.5 |
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股價淨值比 |
2.46 |
周D(9) |
26.29 |
綜合評分: |
5.7 |
建議: |
列入追踪 |
目標價: |
65.42 |
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月線乖離率 |
10.42 |
季線乖離率 |
-9.87 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
27.09 |
3*PB |
75.98 |
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股價 |
65.00 |
53.40 |
55.50 |
58.70 |
62.30 |
15*PE |
20.32 |
2*PB |
50.65 |
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成交量(千股) |
8,214 |
9,928 |
8,853 |
9,541 |
28,728 |
10*PE |
13.54 |
1*PB |
25.33 |
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資餘 |
11,904 |
8,711 |
8,430 |
8,289 |
8,792 |
5*PE |
6.77 |
0.5*PB |
12.66 |
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券餘 |
218 |
90 |
114 |
122 |
150 |
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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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2,142,879
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2,185,324
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1,743,603
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1,430,995
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2,064,335
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2,404,189
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2,000,865
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營業成本(千) |
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1,790,785
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1,741,894
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1,398,710
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1,193,925
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1,687,151
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2,006,186
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1,627,354
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營業毛利(千) |
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352,094
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443,430
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344,893
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237,070
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377,184
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398,003
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373,511
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營業費用(千) |
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311,795
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385,212
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352,169
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261,079
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361,712
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366,185
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383,110
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營業利益(千) |
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42,505
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60,492
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-7,398 |
-49,794 |
-18,017 |
846
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-10,831 |
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營業外收入及支出(千) |
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34,810
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-42,464 |
27,900
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55,556
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209,601
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19,820
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26,922
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稅前純益(千) |
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77,315
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18,028
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20,502
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5,762
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191,584
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20,666
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16,091
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所得稅(千) |
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18,085
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-3,473 |
5,819
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-9,145 |
40,801
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16,490
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664
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稅後純益(千) |
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59,230
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21,501
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14,683
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14,907
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150,783
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4,176
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15,427
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其他綜合損益(千) |
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82,241
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3,477
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35,370
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82,431
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-28,667 |
71,342
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-41,696 |
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綜合損益(千) |
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141,471
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24,978
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50,053
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97,338
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122,116
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75,518
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-26,269 |
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原始每股稅前盈餘(元) |
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0.38
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0.09
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0.10
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0.03
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0.98
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0.11
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0.08
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原始每股稅後盈餘(元) |
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0.29
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0.10
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0.07
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0.06
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0.75
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0.02
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0.07
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毛利率(%) |
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16.43
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20.29
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19.78
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16.57
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18.27
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16.55
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18.67
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營業利益率(%) |
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1.98
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2.77
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-0.42 |
-3.48 |
-0.87 |
0.04
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-0.54 |
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稅後純益率(%) |
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2.76
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0.98
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0.84
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1.04
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7.30
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0.17
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0.77
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稅後權益報酬率(%) |
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1.21
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0.49
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0.34
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0.35
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3.62
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0.10
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0.38
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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 |
603,949 |
1,728,889 |
4.55
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19.98
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20.82
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1,728,889
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20.82 |
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202502 |
577,653 |
1,124,940 |
5.55
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41.11
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21.27
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1,842,531
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10.57 |
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202501 |
547,287 |
547,287 |
-23.73 |
5.60
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5.60
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1,927,359
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-1.12 |
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202412 |
717,591 |
7,502,801 |
8.32
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-2.87 |
-14.86 |
0.59
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2,142,879
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3.8 |
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202411 |
662,481 |
6,785,210 |
-13.15 |
-4.28 |
-15.96 |
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2,221,403
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1.13 |
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202410 |
762,807 |
6,122,729 |
-4.18 |
20.42
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-17.06 |
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2,300,583
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1.68 |
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202409 |
796,115 |
5,359,922 |
7.34
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-8.60 |
-20.58 |
0.22
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創近一年新高 |
2,185,324
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-9.1 |
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202408 |
741,661 |
4,563,807 |
14.53
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-2.15 |
-22.35 |
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2,047,755
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-7.74 |
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202407 |
647,548 |
3,822,146 |
-1.67 |
-16.46 |
-25.34 |
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1,882,659
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-8.84 |
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202406 |
658,546 |
3,174,598 |
14.22
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-4.07 |
-26.92 |
0.13
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1,756,599
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-12.21 |
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202405 |
576,565 |
2,529,048 |
10.56
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-4.49 |
-30.86 |
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1,601,434
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-26.43 |
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202404 |
521,488 |
1,952,483 |
3.60
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-26.62 |
-36.07 |
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1,434,223
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-38.25 |
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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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5380 |
第一金 |
245 |
337 |
92 |
1470 |
台灣摩根士丹利 |
-164 |
73 |
237 |
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1020 |
合庫 |
95 |
153 |
58 |
1480 |
美商高盛 |
-115 |
68 |
183 |
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8880 |
國泰 |
66 |
311 |
245 |
1440 |
美林 |
-105 |
105 |
210 |
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9600 |
富邦 |
61 |
347 |
286 |
9200 |
凱基 |
-51 |
616 |
667 |
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9800 |
元大 |
47 |
899 |
852 |
8560 |
新光 |
-39 |
125 |
164 |
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9A00 |
永豐金 |
47 |
396 |
349 |
9300 |
華南永昌 |
-37 |
221 |
258 |
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6010 |
奔亞證券 |
21 |
26 |
5 |
1650 |
新加坡商瑞銀 |
-34 |
61 |
95 |
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5920 |
元富 |
17 |
157 |
140 |
8150 |
台新 |
-31 |
181 |
212 |
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1260 |
宏遠 |
15 |
21 |
6 |
1040 |
臺銀證券 |
-29 |
35 |
64 |
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2180 |
亞東 |
12 |
15 |
3 |
9100 |
群益金鼎 |
-23 |
361 |
384 |
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20250429 |
馬斯克目標明年機器人產量增十倍 這六檔攻漲停 |
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20250323 |
盟立奪先進封裝設備大單 |
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20250317 |
盟立攜輝達 強攻機器人 |
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20250313 |
提早卡位輝達 GTC機器人也發動了 這3檔飆漲停領軍 |
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20250303 |
兩大展覽登場 機器人股卻消風 昆盈爆量大漲最搶眼 |
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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 |
-2.8 |
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10日籌碼集中度 |
-2.4 |
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單日買賣超 |
-148 |
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5日籌碼集中度 |
-5.6 |
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20日籌碼集中度 |
0.2 |
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累計買賣超 |
-605 |
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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 |
7473 |
借券餘額 |
11994 |
千張大戶戶數 |
15 |
大戶比例 |
29.61 |
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更新日期: |
2025/5/2 19:38 |
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