3231 |
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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3231 緯創 |
實收資本額 |
28944 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2003/08/19 |
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發 言
人 |
石慶堂 |
電 話 |
(02)6616-9999 |
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地 址 |
新竹縣竹北市智慧路1號 |
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產 業
別 |
電子下游-筆記型電腦 |
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主要產品 |
3C電子產品98.87%、其他1.13%(3C電子產品、其他) |
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2025/6/27 股價 |
121.00 |
法人買賣超合計(近一日) |
賣超 -7979.941 張 |
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2025/6/27
漲跌 |
-4.00
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法人買賣超合計(近一週) |
買超
49408.33 張 |
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2025/6/27
漲跌幅 |
-3.20
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法人買賣超合計(近一月) |
買超
36564.86 張 |
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券 資 比 |
5.01
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外資連2賣 |
投信連12買 |
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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2024/05/30 |
2.60 |
0.29 |
2018/08/01 |
2024/06/25 |
2.15% |
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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 |
2025/05/16 |
3.80 |
0.00 |
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2025/06/03 |
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3.14% |
0% |
3.14% |
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2023 |
2024/05/30 |
2.60 |
0.00 |
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2024/06/25 |
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2.15% |
0% |
2.15% |
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2022 |
2023/06/15 |
2.60 |
0.00 |
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2023/07/05 |
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2.15% |
0% |
2.15% |
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2021 |
2022/06/17 |
2.20 |
0.00 |
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2022/07/06 |
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1.82% |
0% |
1.82% |
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機構估稅後EPS |
7.71 |
K(9) |
69.92 |
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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) |
48.14 |
D(9) |
73.79 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
15.69 |
周K(9) |
85.74 |
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0.4 |
1.2 |
0.4 |
1.2 |
1 |
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股價淨值比 |
2.51 |
周D(9) |
84.88 |
綜合評分: |
4.2 |
建議: |
觀望 |
目標價: |
139.15 |
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月線乖離率 |
3.65 |
季線乖離率 |
14.27 |
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2025/5/29 |
2025/6/6 |
2025/6/13 |
2025/6/20 |
2025/6/27 |
20*PE |
154.14 |
3*PB |
159.21 |
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股價 |
116.50 |
110.00 |
118.50 |
118.50 |
121.00 |
15*PE |
115.61 |
2*PB |
106.14 |
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成交量(千股) |
175,595 |
303,701 |
241,514 |
188,718 |
334,377 |
10*PE |
77.07 |
1*PB |
53.07 |
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資餘 |
38,954 |
48,333 |
43,325 |
48,110 |
45,152 |
5*PE |
38.54 |
0.5*PB |
26.54 |
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券餘 |
0 |
718 |
1,629 |
1,652 |
2,262 |
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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) |
346,485,069
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297,181,761
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272,542,265
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240,206,609
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239,325,146
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230,539,572
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217,040,268
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207,476,960
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營業成本(千) |
319,429,510
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273,148,673
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249,797,576
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220,123,505
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222,095,184
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209,127,994
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199,997,968
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191,799,560
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營業毛利(千) |
27,055,559
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24,033,088
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22,744,689
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20,083,104
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17,229,962
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21,411,578
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17,042,300
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15,677,400
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營業費用(千) |
11,905,616
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12,175,488
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11,335,621
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11,430,666
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10,170,542
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10,876,577
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10,245,931
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10,341,935
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營業利益(千) |
15,149,943
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11,857,600
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11,409,068
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8,652,438
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7,059,420
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10,535,001
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6,796,369
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5,335,465
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營業外收入及支出(千) |
-343,117 |
796,488
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-1,220,181 |
472,774
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947,869
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-3,412,519 |
1,598,090
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841,593
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稅前純益(千) |
14,806,826
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12,654,088
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10,188,887
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9,125,212
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8,007,289
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7,122,482
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8,394,459
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6,177,058
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所得稅(千) |
3,637,698
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3,194,501
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2,293,389
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2,051,912
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1,799,443
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1,806,941
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2,201,148
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1,440,742
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稅後純益(千) |
11,169,128
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9,459,587
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7,895,498
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7,073,300
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6,207,846
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5,315,541
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6,193,311
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4,736,316
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其他綜合損益(千) |
1,442,434
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4,797,517
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-3,308,313 |
1,250,935
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5,107,268
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-5,695,660 |
3,884,367
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2,461,249
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綜合損益(千) |
12,611,562
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14,257,104
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4,587,185
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8,324,235
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11,315,114
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-380,119 |
10,077,678
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7,197,565
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原始每股稅前盈餘(元) |
5.12
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4.37
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3.53
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3.18
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2.79
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2.48
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2.93
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2.17
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原始每股稅後盈餘(元) |
1.84
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1.84
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1.45
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1.54
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1.23
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1.16
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1.64
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1.14
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毛利率(%) |
7.81
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8.09
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8.35
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8.36
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7.20
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9.29
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7.85
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7.56
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營業利益率(%) |
4.37
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3.99
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4.19
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3.60
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2.95
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4.57
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3.13
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2.57
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稅後純益率(%) |
3.22
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3.18
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2.90
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2.94
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2.59
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2.31
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2.85
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2.28
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稅後權益報酬率(%) |
5.78
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5.27
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5.07
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5.05
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4.60
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4.14
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5.07
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3.99
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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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202505 |
208,405,603 |
688,594,218 |
55.87
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162.14
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76.39
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創歷史新高 |
495,093,920
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104.61 |
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202504 |
133,703,546 |
480,188,615 |
-12.60 |
84.06
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54.47
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389,402,453
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59.87 |
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202503 |
152,984,771 |
346,485,069 |
48.94
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70.30
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44.78
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4.71
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創歷史新高 |
346,485,069
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44.78 |
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202502 |
102,714,136 |
193,500,298 |
13.14
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26.66
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30.39
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299,154,510
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34.09 |
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202501 |
90,786,162 |
90,786,162 |
-14.07 |
34.90
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34.90
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291,682,927
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33.53 |
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202412 |
105,654,212 |
1,049,255,781 |
10.93
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41.44
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21.01
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13.80
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創歷史新高 |
297,181,589
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29.47 |
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202411 |
95,242,553 |
943,601,397 |
-1.08 |
24.61
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19.16
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288,430,947
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23.94 |
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202410 |
96,284,824 |
848,358,844 |
-0.64 |
22.81
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18.58
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283,009,023
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23.49 |
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202409 |
96,903,570 |
752,074,020 |
7.89
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24.42
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18.15
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9.43
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創近一年新高 |
272,914,678
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24.91 |
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202408 |
89,820,629 |
655,170,450 |
4.21
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23.23
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17.17
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264,798,273
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19.43 |
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202407 |
86,190,479 |
565,349,821 |
-2.92 |
27.28
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16.26
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254,478,933
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19.95 |
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202406 |
88,787,165 |
479,531,755 |
11.68
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9.48
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14.32
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5.92
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240,931,253
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16.64 |
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202405 |
79,501,289 |
390,372,177 |
9.44
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25.54
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15.68
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241,975,171
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9.78 |
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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 |
3045 |
8922 |
5877 |
1650 |
新加坡商瑞銀 |
-3539 |
1575 |
5114 |
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9300 |
華南永昌 |
2508 |
4122 |
1614 |
8880 |
國泰 |
-2541 |
2934 |
5475 |
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9800 |
元大 |
2464 |
8497 |
6033 |
1440 |
美林 |
-1954 |
487 |
2441 |
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9600 |
富邦 |
1889 |
4243 |
2354 |
1480 |
美商高盛 |
-1677 |
2427 |
4104 |
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1560 |
港商野村 |
1638 |
2154 |
516 |
7000 |
兆豐 |
-1470 |
1714 |
3184 |
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9100 |
群益金鼎 |
777 |
1811 |
1034 |
5850 |
統一 |
-1431 |
1274 |
2705 |
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1260 |
宏遠 |
744 |
829 |
85 |
1470 |
台灣摩根士丹利 |
-1039 |
237 |
1276 |
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8890 |
大和國泰 |
680 |
680 |
0 |
8440 |
摩根大通 |
-656 |
379 |
1035 |
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7790 |
國票 |
596 |
1075 |
479 |
8450 |
康和 |
-537 |
417 |
954 |
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5380 |
第一金 |
442 |
1025 |
583 |
8150 |
台新 |
-527 |
1397 |
1924 |
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20250627 |
台股上漲87點收22,580點 台積電漲5元收1,080元 |
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20250627 |
緯創股利入袋!每股發3.799元 董座林憲銘笑納1.7億股息 |
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20250627 |
緯創32億買美土地廠房 |
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20250627 |
漲幅王出爐!台股周線翻紅彈升534點 警戒三大潛藏變數 |
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20250626 |
外資3天砸976億元回補!台股震盪收紅 土洋對作激戰 |
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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 |
-18.8 |
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10日籌碼集中度 |
9.6 |
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單日買賣超 |
-11290 |
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5日籌碼集中度 |
14.1 |
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20日籌碼集中度 |
5.4 |
優 |
累計買賣超 |
55174 |
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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 |
93422 |
借券餘額 |
215368 |
千張大戶戶數 |
270 |
大戶比例 |
61.64 |
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更新日期: |
2025/6/27 19:51 |
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