| 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97.94%、其他2.06%(3C電子產品、其他) |
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| 2025/5/2 股價 |
105.50 |
法人買賣超合計(近一日) |
買超 14242.876 張 |
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| 2025/5/2
漲跌 |
4.00
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法人買賣超合計(近一週) |
買超
16595.51 張 |
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| 2025/5/2
漲跌幅 |
3.94
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法人買賣超合計(近一月) |
買超
37089.72 張 |
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| 券 資 比 |
15.62
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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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| 2024/05/30 |
2.60 |
0.29 |
2018/08/01 |
2024/06/25 |
2.46% |
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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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3.6% |
0% |
3.6% |
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| 2023 |
2024/05/30 |
2.60 |
0.00 |
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2024/06/25 |
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2.46% |
0% |
2.46% |
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| 2022 |
2023/06/15 |
2.60 |
0.00 |
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2023/07/05 |
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2.46% |
0% |
2.46% |
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| 2021 |
2022/06/17 |
2.20 |
0.00 |
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2022/07/06 |
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2.09% |
0% |
2.09% |
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| 機構估稅後EPS |
8.65 |
K(9) |
71.15 |
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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) |
45.89 |
D(9) |
66.86 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
12.20 |
周K(9) |
63.35 |
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1.6 |
1.6 |
1.6 |
1.6 |
1.5 |
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| 股價淨值比 |
2.30 |
周D(9) |
49.73 |
綜合評分: |
7.9 |
建議: |
列入追踪 |
目標價: |
121.33 |
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| 月線乖離率 |
8.36 |
季線乖離率 |
1.47 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
172.95 |
3*PB |
137.61 |
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| 股價 |
101.00 |
90.30 |
105.00 |
102.50 |
105.50 |
15*PE |
129.71 |
2*PB |
91.74 |
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| 成交量(千股) |
68,148 |
186,768 |
311,164 |
177,117 |
88,426 |
10*PE |
86.48 |
1*PB |
45.87 |
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| 資餘 |
54,985 |
42,767 |
44,901 |
47,664 |
45,524 |
5*PE |
43.24 |
0.5*PB |
22.93 |
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| 券餘 |
1,274 |
1,675 |
7,613 |
7,136 |
7,109 |
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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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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) |
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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) |
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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) |
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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) |
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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) |
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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) |
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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) |
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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) |
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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) |
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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) |
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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) |
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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) |
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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(%) |
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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(%) |
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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(%) |
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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(%) |
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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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| 202504 |
0 |
0 |
0.00 |
0.00 |
0.00 |
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0 |
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| 202503 |
152,984,771 |
346,485,069 |
48.94
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70.30
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45.44
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創歷史新高 |
346,485,069
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45.44 |
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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 |
24.42
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18.15
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9.43 |
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 |
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 |
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 |
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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| 202404 |
72,642,799 |
310,870,888 |
-19.13 |
16.93
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13.40
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243,571,313
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11.14 |
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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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| 1470 |
台灣摩根士丹利 |
3048 |
3056 |
8 |
9800 |
元大 |
-2983 |
2822 |
5805 |
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| 1440 |
美林 |
2285 |
2403 |
118 |
9600 |
富邦 |
-1685 |
2792 |
4477 |
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| 1480 |
美商高盛 |
1969 |
2263 |
294 |
9A00 |
永豐金 |
-1105 |
902 |
2007 |
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| 8440 |
摩根大通 |
1832 |
2688 |
856 |
8880 |
國泰 |
-971 |
1204 |
2175 |
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| 9200 |
凱基 |
1744 |
4158 |
2414 |
9100 |
群益金鼎 |
-769 |
494 |
1263 |
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| 1650 |
新加坡商瑞銀 |
1358 |
2404 |
1046 |
9300 |
華南永昌 |
-635 |
745 |
1380 |
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| 6160 |
中國信託 |
413 |
832 |
419 |
5850 |
統一 |
-599 |
324 |
923 |
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| 1560 |
港商野村 |
152 |
214 |
62 |
8560 |
新光 |
-590 |
285 |
875 |
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| 1590 |
花旗環球 |
92 |
124 |
32 |
8840 |
玉山 |
-555 |
501 |
1056 |
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| 8580 |
聯邦商銀 |
32 |
121 |
89 |
7790 |
國票 |
-485 |
418 |
903 |
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| 20250502 |
外資387億掃貨！AI 股強勢吸金 這檔金融股奪5萬張 |
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| 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 |
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| 20250502 |
AI 股強勢反攻 台積電領漲、聯發科陷1300元攻防戰 |
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| 20250502 |
緯創、緯穎 押逾三個月 |
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| 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 |
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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 |
38.3 |
優 |
10日籌碼集中度 |
6.9 |
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單日買賣超 |
13188 |
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| 5日籌碼集中度 |
13.7 |
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20日籌碼集中度 |
3.2 |
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累計買賣超 |
21693 |
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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 |
153106 |
借券餘額 |
249389 |
千張大戶戶數 |
244 |
大戶比例 |
53.96 |
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更新日期： |
2025/5/2 19:49 |
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