| 3019 |
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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| 3019 亞光 |
實收資本額 |
2792 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2002/08/26 |
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| 發 言
人 |
張士駿 |
電 話 |
(04)2533-5175 |
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| 地 址 |
台中市潭子區南二路22-3號 |
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| 產 業
別 |
電子中游-光學鏡片 |
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| 主要產品 |
照相機、距離計、攝影機、望遠鏡、顯微鏡、複印機、傳真機、光碟機用光學鏡片及光學鏡片組合體之製造、、加工與外銷等 |
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| 2025/5/2 股價 |
135.00 |
法人買賣超合計(近一日) |
賣超 -530.527 張 |
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| 2025/5/2
漲跌 |
0.00
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法人買賣超合計(近一週) |
賣超 -9179.68 張 |
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| 2025/5/2
漲跌幅 |
0.00
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法人買賣超合計(近一月) |
買超
1404.94 張 |
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| 券 資 比 |
3.67
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外資連5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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| 2024/05/31 |
1.80 |
0.10 |
2009/07/22 |
2024/06/20 |
1.33% |
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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 |
2025/05/29 |
4.00 |
0.00 |
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2.96% |
0% |
2.96% |
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| 2023 |
2024/05/31 |
1.80 |
0.00 |
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2024/06/20 |
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1.33% |
0% |
1.33% |
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| 2022 |
2023/06/13 |
1.90 |
0.00 |
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2023/06/30 |
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1.41% |
0% |
1.41% |
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| 2021 |
2022/06/14 |
3.70 |
0.00 |
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2022/07/07 |
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2.74% |
0% |
2.74% |
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| 機構估稅後EPS |
7.32 |
K(9) |
65.73 |
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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) |
52.54 |
D(9) |
66.13 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
18.44 |
周K(9) |
24.03 |
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0.4 |
0.8 |
1.6 |
1.2 |
0 |
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| 股價淨值比 |
2.57 |
周D(9) |
25.55 |
綜合評分: |
4 |
建議: |
觀望 |
目標價: |
155.25 |
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| 月線乖離率 |
3.39 |
季線乖離率 |
-16.02 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
146.74 |
3*PB |
157.59 |
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| 股價 |
148.50 |
128.00 |
133.50 |
135.00 |
135.00 |
15*PE |
110.05 |
2*PB |
105.06 |
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| 成交量(千股) |
56,541 |
70,564 |
72,721 |
74,973 |
68,681 |
10*PE |
73.37 |
1*PB |
52.53 |
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| 資餘 |
12,903 |
9,397 |
9,697 |
10,842 |
11,813 |
5*PE |
36.68 |
0.5*PB |
26.26 |
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| 券餘 |
737 |
324 |
376 |
404 |
433 |
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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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6,317,009
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6,827,802
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5,614,268
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4,288,394
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4,827,885
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4,715,016
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4,451,394
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| 營業成本(千) |
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5,148,191
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5,356,189
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4,628,495
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3,634,752
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3,995,677
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3,834,010
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3,613,799
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| 營業毛利(千) |
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1,168,818
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1,471,613
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985,773
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653,642
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832,208
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881,006
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837,595
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| 營業費用(千) |
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647,688
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711,982
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609,532
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548,230
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599,498
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548,966
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578,238
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| 營業利益(千) |
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521,130
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759,631
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376,241
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105,412
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232,710
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332,040
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259,357
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| 營業外收入及支出(千) |
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217,538
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164,604
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206,822
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134,351
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154,897
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-55,889 |
252,345
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| 稅前純益(千) |
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738,668
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924,235
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583,063
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239,763
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387,607
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276,151
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511,702
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| 所得稅(千) |
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251,936
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128,981
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31,098
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45,283
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63,348
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10,463
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97,033
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| 稅後純益(千) |
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486,732
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795,254
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551,965
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194,480
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324,259
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265,688
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414,669
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| 其他綜合損益(千) |
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456,948
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-312,614 |
204,497
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661,299
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-728,110 |
630,540
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23,472
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| 綜合損益(千) |
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943,680
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482,640
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756,462
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855,779
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-403,851 |
896,228
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438,141
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| 原始每股稅前盈餘(元) |
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2.65
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3.31
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2.09
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0.86
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1.39
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0.99
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1.83
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| 原始每股稅後盈餘(元) |
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1.34
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2.45
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1.60
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0.40
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1.00
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0.65
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1.06
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| 毛利率(%) |
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18.50
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21.55
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17.56
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15.24
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17.24
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18.69
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18.82
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| 營業利益率(%) |
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8.25
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11.13
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6.70
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2.46
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4.82
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7.04
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5.83
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| 稅後純益率(%) |
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7.71
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11.65
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9.83
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4.54
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6.72
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5.63
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9.32
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| 稅後權益報酬率(%) |
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2.89
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4.94
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3.56
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1.30
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2.16
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1.80
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2.94
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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 |
1,981,911 |
5,409,043 |
23.84
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21.12
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26.13
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5,409,043
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26.13 |
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| 202502 |
1,600,346 |
3,427,132 |
-12.40 |
38.11
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29.22
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創近一年新低 |
5,572,142
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32.05 |
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| 202501 |
1,826,786 |
1,826,786 |
-14.84 |
22.32
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22.32
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6,080,299
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27.68 |
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| 202412 |
2,145,010 |
23,047,473 |
1.73
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36.84
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29.26
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8.90
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6,317,080
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30.98 |
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| 202411 |
2,108,503 |
20,902,474 |
2.18
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23.94
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28.58
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6,357,435
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30.97 |
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| 202410 |
2,063,567 |
18,793,971 |
-5.57 |
32.78
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29.12
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6,666,339
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41.24 |
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| 202409 |
2,185,365 |
16,730,464 |
-9.60 |
36.71
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28.68
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6.26
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6,827,724
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44.81 |
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| 202408 |
2,417,407 |
14,545,039 |
8.65
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54.25
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27.56
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創近一年新高 |
6,752,701
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46.07 |
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| 202407 |
2,224,952 |
12,127,632 |
5.43
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43.63
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23.30
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創近一年新高 |
6,231,628
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37.1 |
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| 202406 |
2,110,342 |
9,902,662 |
11.29
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40.06
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19.50
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2.95
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創近一年新高 |
5,614,163
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26.12 |
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| 202405 |
1,896,334 |
7,792,338 |
17.97
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27.32
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14.94
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創近一年新高 |
5,140,150
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14.5 |
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| 202404 |
1,607,487 |
5,896,004 |
-1.76 |
10.45
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11.45
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4,402,591
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4.53 |
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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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| 9800 |
元大 |
406 |
1663 |
1257 |
1650 |
新加坡商瑞銀 |
-274 |
306 |
580 |
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| 1440 |
美林 |
155 |
312 |
157 |
1470 |
台灣摩根士丹利 |
-235 |
216 |
451 |
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| 9100 |
群益金鼎 |
95 |
471 |
376 |
5920 |
元富 |
-144 |
266 |
410 |
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| 9200 |
凱基 |
87 |
983 |
896 |
7790 |
國票 |
-98 |
92 |
190 |
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| 8150 |
台新 |
64 |
317 |
253 |
1590 |
花旗環球 |
-67 |
1 |
68 |
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| 9A00 |
永豐金 |
47 |
564 |
517 |
6460 |
大昌 |
-59 |
24 |
83 |
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| 9300 |
華南永昌 |
46 |
340 |
294 |
6160 |
中國信託 |
-51 |
167 |
218 |
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| 8560 |
新光 |
42 |
319 |
277 |
5320 |
高橋 |
-43 |
20 |
63 |
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| 7000 |
兆豐 |
37 |
438 |
401 |
8440 |
摩根大通 |
-21 |
39 |
60 |
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| 8840 |
玉山 |
29 |
234 |
205 |
8710 |
陽信 |
-13 |
23 |
36 |
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| 20250430 |
台積電收漲6元撐住指數收高2點 台股4月史詩級震盪4千點 |
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| 20250429 |
台股上漲198點收20,232點 台積電上揚5元收902元 |
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| 20250428 |
權值股領軍 台股上漲161點收20,034點、重返2萬大關 |
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| 20250424 |
權值股疲弱 台股下跌160點收19,478點 台積電下挫9元收864元 |
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| 20250424 |
美系外資調降6家蘋果供應鏈目標價 鴻海、大立光也難逃 |
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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 |
-3.4 |
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10日籌碼集中度 |
-4.7 |
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單日買賣超 |
-305 |
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| 5日籌碼集中度 |
-8.8 |
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20日籌碼集中度 |
-1.2 |
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累計買賣超 |
-4486 |
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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 |
8760 |
借券餘額 |
21243 |
千張大戶戶數 |
29 |
大戶比例 |
42.28 |
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更新日期： |
2025/5/2 19:46 |
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