3234 |
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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3234 光環 |
實收資本額 |
1115 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2011/03/24 |
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發 言
人 |
吳承儒 |
電 話 |
03-5780080 |
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地 址 |
新竹科學園區新竹市展業一路21號 |
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產 業
別 |
電子中游-網通 |
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主要產品 |
應用於光纖通訊、4G/5G基地台/雲端/3D感測使用之、垂直共振腔面射型雷射(VCSEL)、、FP/DFB、PIN/PINTIA之各型式產品 |
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2025/5/2 股價 |
33.70 |
法人買賣超合計(近一日) |
買超 27 張 |
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2025/5/2
漲跌 |
0.70
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法人買賣超合計(近一週) |
買超
326 張 |
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2025/5/2
漲跌幅 |
2.12
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法人買賣超合計(近一月) |
買超
527 張 |
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券 資 比 |
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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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2023/05/24 |
1.00 |
0.60 |
2013/08/22 |
2017/07/19 |
2.97% |
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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 |
2025/05/27 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2023 |
2024/05/30 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/05/24 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2021 |
2022/05/26 |
0.00 |
0.00 |
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0% |
0% |
0% |
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機構估稅後EPS |
-1.03 |
K(9) |
68.53 |
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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) |
8.59 |
D(9) |
56.86 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
-32.72 |
周K(9) |
16.64 |
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1.6 |
1.6 |
0.8 |
0.8 |
0.5 |
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股價淨值比 |
3.92 |
周D(9) |
16.35 |
綜合評分: |
5.3 |
建議: |
列入追踪 |
目標價: |
43.5 |
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月線乖離率 |
1.86 |
季線乖離率 |
-20.56 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
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3*PB |
25.73 |
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股價 |
40.30 |
31.80 |
32.95 |
31.85 |
33.70 |
15*PE |
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2*PB |
17.15 |
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成交量(千股) |
2,208 |
3,300 |
3,227 |
2,782 |
2,430 |
10*PE |
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1*PB |
8.58 |
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資餘 |
0 |
0 |
0 |
0 |
0 |
5*PE |
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0.5*PB |
4.29 |
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券餘 |
0 |
0 |
0 |
0 |
0 |
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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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147,291
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132,246
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146,017
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148,198
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178,004
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162,436
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154,387
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營業成本(千) |
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135,662
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123,163
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128,616
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162,696
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186,697
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151,450
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140,133
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營業毛利(千) |
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11,629
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9,083
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17,401
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-14,498 |
-8,693 |
10,986
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14,254
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營業費用(千) |
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58,671
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63,272
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76,387
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80,881
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83,913
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107,581
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81,728
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營業利益(千) |
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-46,946 |
-54,225 |
-59,035 |
-95,287 |
-92,464 |
-96,471 |
-67,761 |
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營業外收入及支出(千) |
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-4,566 |
-3,406 |
3,205
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5,385
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-90,065 |
-478 |
3,847
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稅前純益(千) |
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-51,512 |
-57,631 |
-55,830 |
-89,902 |
-182,529 |
-96,949 |
-63,914 |
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所得稅(千) |
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0 |
0 |
0 |
0 |
2,207
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2,523
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174
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稅後純益(千) |
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-51,512 |
-57,631 |
-55,830 |
-89,902 |
-184,736 |
-99,472 |
-64,088 |
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其他綜合損益(千) |
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-1,183 |
2,437
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460
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3,345
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-3,702 |
8,919
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-10,047 |
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綜合損益(千) |
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-52,695 |
-55,194 |
-55,370 |
-86,557 |
-188,438 |
-90,553 |
-74,135 |
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原始每股稅前盈餘(元) |
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-0.46 |
-0.52 |
-0.50 |
-0.81 |
-1.89 |
-1.00 |
-0.84 |
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原始每股稅後盈餘(元) |
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-0.43 |
-0.50 |
-0.47 |
-0.74 |
-1.82 |
-0.98 |
-0.69 |
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毛利率(%) |
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7.90
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6.87
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11.92
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-9.78 |
-4.88 |
6.76
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9.23
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營業利益率(%) |
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-31.87 |
-41.00 |
-40.43 |
-64.30 |
-51.94 |
-59.39 |
-43.89 |
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稅後純益率(%) |
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-34.97 |
-43.58 |
-38.24 |
-60.66 |
-103.78 |
-61.24 |
-41.51 |
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稅後權益報酬率(%) |
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-5.50 |
-5.82 |
-5.34 |
-10.12 |
-23.15 |
-13.15 |
-9.75 |
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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 |
70,679 |
206,119 |
1.36
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29.73
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39.08
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創近一年新高 |
206,119
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39.08 |
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202502 |
69,730 |
135,440 |
6.12
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72.94
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44.52
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創近一年新高 |
187,214
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23.39 |
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202501 |
65,710 |
65,710 |
26.92
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23.07
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23.07
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創近一年新高 |
168,401
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-2.86 |
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202412 |
51,774 |
573,752 |
1.68
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-10.76 |
-8.97 |
-2.29 |
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147,291
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-17.25 |
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202411 |
50,917 |
521,978 |
14.16
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-17.81 |
-8.79 |
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141,993
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-19.58 |
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202410 |
44,600 |
471,061 |
-4.04 |
-23.15 |
-7.69 |
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135,930
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-19.88 |
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202409 |
46,476 |
426,461 |
3.62
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-17.85 |
-5.70 |
-1.82 |
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132,246
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-18.59 |
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202408 |
44,854 |
379,985 |
9.62
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-18.52 |
-3.97 |
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133,831
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-14.29 |
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202407 |
40,916 |
335,131 |
-14.87 |
-19.48 |
-1.62 |
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134,268
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-11.53 |
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202406 |
48,061 |
294,215 |
6.12
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-4.40 |
1.51
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-1.31 |
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146,017
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-5.42 |
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202405 |
45,291 |
246,154 |
-14.00 |
-10.62 |
2.76
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152,439
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-1.92 |
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202404 |
52,665 |
200,863 |
-3.34 |
-1.45 |
6.34
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147,469
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3.76 |
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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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9A00 |
永豐金 |
57 |
84 |
27 |
9600 |
富邦 |
-16 |
44 |
60 |
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8150 |
台新 |
45 |
54 |
9 |
9100 |
群益金鼎 |
-14 |
3 |
17 |
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1440 |
美林 |
15 |
27 |
12 |
1650 |
新加坡商瑞銀 |
-14 |
24 |
38 |
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8440 |
摩根大通 |
10 |
22 |
12 |
8880 |
國泰 |
-12 |
7 |
19 |
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1470 |
台灣摩根士丹利 |
9 |
10 |
1 |
7000 |
兆豐 |
-12 |
5 |
17 |
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1480 |
美商高盛 |
9 |
9 |
0 |
8490 |
京城 |
-10 |
0 |
10 |
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8560 |
新光 |
6 |
14 |
8 |
5960 |
日茂 |
-10 |
0 |
10 |
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1040 |
臺銀證券 |
5 |
15 |
10 |
6110 |
台中銀 |
-10 |
0 |
10 |
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6380 |
光和 |
3 |
3 |
0 |
6110 |
台中銀 |
-10 |
0 |
10 |
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8450 |
康和 |
2 |
2 |
0 |
5920 |
元富 |
-9 |
1 |
10 |
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20250415 |
資金轉戰跌深股!矽光子報復反彈 12檔亮燈漲停 |
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20250407 |
上詮3月營收月增57%創41個月新高 第1季攀十季來高點 |
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20250307 |
光環財報/去年連四虧、每股淨損2.21元 今年2月營收創28個月新高 |
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20250208 |
光環1月營收月增26% 精誠1月合併營收月減13% |
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20241210 |
光環衝刺資料中心商機 |
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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 |
10.7 |
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10日籌碼集中度 |
-5.7 |
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單日買賣超 |
53 |
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5日籌碼集中度 |
0.2 |
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20日籌碼集中度 |
-7.8 |
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累計買賣超 |
-1116 |
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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 |
0 |
借券餘額 |
0 |
千張大戶戶數 |
3 |
大戶比例 |
14.59 |
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更新日期: |
2025/5/2 17:41 |
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