3017 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3017 奇鋐 |
實收資本額 |
3877 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2002/09/27 |
|
|
|
|
|
|
|
|
|
發 言
人 |
陳易成 |
電 話 |
07-8157612 |
|
|
|
|
|
|
|
|
|
地 址 |
高雄市前鎮區新生路248之27號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子中游-NB與手機零組件 |
|
|
|
|
|
|
|
|
|
主要產品 |
3C電子產品 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
507.00 |
法人買賣超合計(近一日) |
買超 4293.117 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
43.00
|
法人買賣超合計(近一週) |
買超
4588.29 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
9.27
|
法人買賣超合計(近一月) |
買超
6833.28 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
4.69
|
|
投信連2買 |
自營連4賣 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/14 |
7.00 |
0.50 |
2012/09/25 |
2024/08/15 |
1.38% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
2024 |
2025/06/06 |
10.00 |
0.00 |
|
|
|
1.97% |
0% |
1.97% |
|
|
|
|
2023 |
2024/06/14 |
6.96 |
0.00 |
|
2024/08/15 |
|
1.37% |
0% |
1.37% |
|
|
|
|
2022 |
2023/06/15 |
5.00 |
0.00 |
|
2023/08/25 |
|
0.99% |
0% |
0.99% |
|
|
|
|
2021 |
2022/06/17 |
4.30 |
0.00 |
|
2022/08/25 |
|
0.85% |
0% |
0.85% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
31.32 |
K(9) |
88.34 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
74.47 |
D(9) |
82.63 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
16.19 |
周K(9) |
47.2 |
|
1.6 |
1.2 |
1.2 |
1.2 |
1.5 |
|
|
|
|
股價淨值比 |
6.81 |
周D(9) |
37.87 |
綜合評分: |
6.7 |
建議: |
列入追踪 |
目標價: |
532.35 |
|
|
|
|
月線乖離率 |
18.35 |
季線乖離率 |
0.48 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
625.93 |
3*PB |
223.35 |
|
|
|
|
股價 |
466.00 |
411.50 |
417.00 |
471.00 |
507.00 |
15*PE |
469.44 |
2*PB |
148.90 |
|
|
|
|
成交量(千股) |
22,744 |
32,420 |
43,709 |
46,167 |
31,960 |
10*PE |
312.96 |
1*PB |
74.45 |
|
|
|
|
資餘 |
12,883 |
10,459 |
11,198 |
10,327 |
10,416 |
5*PE |
156.48 |
0.5*PB |
37.22 |
|
|
|
|
券餘 |
92 |
111 |
254 |
402 |
488 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
20,904,070
|
19,064,683
|
16,483,855
|
15,308,688
|
16,720,109
|
15,768,820
|
14,870,889
|
|
|
|
|
營業成本(千) |
|
15,680,354
|
14,584,432
|
12,689,764
|
11,936,305
|
13,074,619
|
12,353,297
|
11,879,885
|
|
|
|
|
營業毛利(千) |
|
5,223,716
|
4,480,251
|
3,794,091
|
3,372,383
|
3,645,490
|
3,415,523
|
2,991,004
|
|
|
|
|
營業費用(千) |
|
1,870,826
|
1,372,374
|
1,367,097
|
1,437,485
|
1,229,271
|
1,310,277
|
1,443,615
|
|
|
|
|
營業利益(千) |
|
3,352,890
|
3,107,877
|
2,426,994
|
1,934,898
|
2,416,219
|
2,105,246
|
1,547,389
|
|
|
|
|
營業外收入及支出(千) |
|
306,298
|
319,703
|
508,241
|
394,710
|
74,761
|
114,602
|
329,673
|
|
|
|
|
稅前純益(千) |
|
3,659,188
|
3,427,580
|
2,935,235
|
2,329,608
|
2,490,980
|
2,219,848
|
1,877,062
|
|
|
|
|
所得稅(千) |
|
978,316
|
826,283
|
774,905
|
579,430
|
675,657
|
634,193
|
531,650
|
|
|
|
|
稅後純益(千) |
|
2,680,872
|
2,601,297
|
2,160,330
|
1,750,178
|
1,815,323
|
1,585,655
|
1,345,412
|
|
|
|
|
其他綜合損益(千) |
|
-134,225 |
237,580
|
482,144
|
348,459
|
-494,123 |
558,811
|
-462,726 |
|
|
|
|
綜合損益(千) |
|
2,546,647
|
2,838,877
|
2,642,474
|
2,098,637
|
1,321,200
|
2,144,466
|
882,686
|
|
|
|
|
原始每股稅前盈餘(元) |
|
9.44
|
8.84
|
7.66
|
6.08
|
6.50
|
5.79
|
4.90
|
|
|
|
|
原始每股稅後盈餘(元) |
|
6.03
|
6.00
|
5.08
|
4.08
|
4.36
|
3.72
|
3.13
|
|
|
|
|
毛利率(%) |
|
24.99
|
23.50
|
23.02
|
22.03
|
21.80
|
21.66
|
20.11
|
|
|
|
|
營業利益率(%) |
|
16.04
|
16.30
|
14.72
|
12.64
|
14.45
|
13.35
|
10.41
|
|
|
|
|
稅後純益率(%) |
|
12.82
|
13.64
|
13.11
|
11.43
|
10.86
|
10.06
|
9.05
|
|
|
|
|
稅後權益報酬率(%) |
|
8.33
|
8.85
|
8.14
|
6.85
|
7.49
|
7.35
|
7.01
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
8,509,853 |
23,332,951 |
6.08
|
67.51
|
52.42
|
|
創歷史新高 |
23,332,951
|
52.42 |
|
|
|
|
202502 |
8,022,033 |
14,823,098 |
17.95
|
76.19
|
44.92
|
|
創歷史新高 |
21,454,149
|
35.39 |
|
|
|
|
202501 |
6,801,065 |
6,801,065 |
2.56
|
19.83
|
19.83
|
|
|
20,624,183
|
22.17 |
|
|
|
|
202412 |
6,631,051 |
71,761,296 |
-7.80 |
18.03
|
21.23
|
31.87
|
|
20,904,070
|
25.02 |
|
|
|
|
202411 |
7,192,067 |
65,130,245 |
1.57
|
28.70
|
21.57
|
|
創歷史新高 |
20,624,300
|
25.25 |
|
|
|
|
202410 |
7,080,952 |
57,938,178 |
11.49
|
28.42
|
20.73
|
|
創歷史新高 |
20,014,554
|
24.09 |
|
|
|
|
202409 |
6,351,281 |
50,857,226 |
-3.51 |
18.41
|
19.74
|
22.43
|
|
19,064,683
|
20.9 |
|
|
|
|
202408 |
6,582,321 |
44,505,945 |
7.36
|
25.34
|
19.93
|
|
創歷史新高 |
18,725,598
|
21.03 |
|
|
|
|
202407 |
6,131,081 |
37,923,624 |
1.98
|
18.98
|
19.04
|
|
創歷史新高 |
17,426,733
|
14.58 |
|
|
|
|
202406 |
6,012,196 |
31,792,543 |
13.79
|
18.65
|
19.05
|
13.58
|
創歷史新高 |
16,483,855
|
10.85 |
|
|
|
|
202405 |
5,283,456 |
25,780,347 |
1.84
|
5.90
|
19.14
|
|
|
15,551,842
|
6.74 |
|
|
|
|
202404 |
5,188,203 |
20,496,891 |
2.13
|
7.77
|
23.11
|
|
|
14,821,470
|
7.11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1470 |
台灣摩根士丹利 |
814 |
903 |
89 |
9800 |
元大 |
-1030 |
1045 |
2075 |
|
|
|
|
1440 |
美林 |
605 |
628 |
23 |
7000 |
兆豐 |
-295 |
132 |
427 |
|
|
|
|
9200 |
凱基 |
537 |
1533 |
996 |
9A00 |
永豐金 |
-279 |
437 |
716 |
|
|
|
|
1480 |
美商高盛 |
521 |
729 |
208 |
5920 |
元富 |
-244 |
112 |
356 |
|
|
|
|
8440 |
摩根大通 |
457 |
1259 |
802 |
9100 |
群益金鼎 |
-218 |
348 |
566 |
|
|
|
|
1650 |
新加坡商瑞銀 |
382 |
567 |
185 |
8840 |
玉山 |
-175 |
101 |
276 |
|
|
|
|
1560 |
港商野村 |
291 |
291 |
0 |
9300 |
華南永昌 |
-165 |
204 |
369 |
|
|
|
|
1260 |
宏遠 |
172 |
219 |
47 |
8880 |
國泰 |
-156 |
420 |
576 |
|
|
|
|
1020 |
合庫 |
50 |
133 |
83 |
1040 |
臺銀證券 |
-126 |
44 |
170 |
|
|
|
|
1590 |
花旗環球 |
37 |
38 |
1 |
9600 |
富邦 |
-123 |
743 |
866 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250502 |
美科技財報亮 帶動台股勁揚552點收20,787點 台積電收950元 |
|
|
|
|
20250501 |
大和:台灣中小型股非電族群受關注 看多十檔台股 |
|
|
|
|
20250430 |
奇鋐、緯創 四檔活力旺 |
|
|
|
|
20250430 |
美超微財報失色衝擊 AI 族群 台積電翻紅撐盤、陸行之畫重點 |
|
|
|
|
20250429 |
台股上漲198點收20,232點 台積電上揚5元收902元 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
32.5 |
優 |
10日籌碼集中度 |
8 |
|
單日買賣超 |
3809 |
|
|
|
5日籌碼集中度 |
8.9 |
|
20日籌碼集中度 |
4.6 |
|
累計買賣超 |
7251 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
19238 |
借券餘額 |
30290 |
千張大戶戶數 |
44 |
大戶比例 |
52.31 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|