3374 |
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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3374 精材 |
實收資本額 |
2714 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2015/03/30 |
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發 言
人 |
林恕敏 |
電 話 |
(03)433-1818 |
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地 址 |
(32062)桃園市中壢區吉林路23號9樓 |
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產 業
別 |
電子上游-IC-封測 |
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主要產品 |
晶圓級尺寸封裝業務、晶圓測試業務、晶圓級後護層封裝業務 |
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2025/5/2 股價 |
136.00 |
法人買賣超合計(近一日) |
買超 106.148 張 |
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2025/5/2
漲跌 |
2.50
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法人買賣超合計(近一週) |
買超
1001.94 張 |
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2025/5/2
漲跌幅 |
1.87
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法人買賣超合計(近一月) |
買超
6308.12 張 |
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券 資 比 |
9.75
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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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2023/05/29 |
3.00 |
0.10 |
2012/07/18 |
2023/06/20 |
2.21% |
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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 |
2.50 |
0.00 |
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1.84% |
0% |
1.84% |
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2023 |
2024/05/30 |
2.00 |
0.00 |
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2024/06/24 |
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1.47% |
0% |
1.47% |
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2022 |
2023/05/29 |
3.00 |
0.00 |
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2023/06/20 |
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2.21% |
0% |
2.21% |
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2021 |
2022/05/26 |
3.00 |
0.00 |
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2022/06/15 |
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2.21% |
0% |
2.21% |
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機構估稅後EPS |
6.18 |
K(9) |
82.27 |
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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) |
33.50 |
D(9) |
74.58 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
22.01 |
周K(9) |
24.42 |
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1.6 |
1.6 |
1.6 |
0.4 |
0.5 |
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股價淨值比 |
4.06 |
周D(9) |
18.6 |
綜合評分: |
5.7 |
建議: |
列入追踪 |
目標價: |
156.4 |
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月線乖離率 |
4.68 |
季線乖離率 |
-15.57 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
123.64 |
3*PB |
100.49 |
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股價 |
152.50 |
127.50 |
128.00 |
133.00 |
136.00 |
15*PE |
92.73 |
2*PB |
67.00 |
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成交量(千股) |
11,647 |
9,858 |
14,663 |
11,442 |
6,131 |
10*PE |
61.82 |
1*PB |
33.50 |
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資餘 |
11,472 |
9,610 |
9,416 |
8,767 |
8,647 |
5*PE |
30.91 |
0.5*PB |
16.75 |
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券餘 |
312 |
405 |
628 |
979 |
843 |
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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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1,808,243
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2,165,576
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1,642,149
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1,443,973
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1,782,167
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1,881,927
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1,407,918
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營業成本(千) |
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1,184,618
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1,303,153
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1,112,590
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966,652
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1,083,266
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1,172,656
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1,016,384
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營業毛利(千) |
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623,625
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862,423
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529,559
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477,321
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698,901
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709,271
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391,534
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營業費用(千) |
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150,932
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165,374
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151,711
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129,423
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146,750
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145,691
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128,862
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營業利益(千) |
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488,394
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713,671
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411,077
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362,561
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569,389
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580,999
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280,470
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營業外收入及支出(千) |
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45,230
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-22,785 |
26,329
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35,897
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-35,612 |
52,197
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25,757
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稅前純益(千) |
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533,624
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690,886
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437,406
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398,458
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533,777
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633,196
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306,227
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所得稅(千) |
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76,286
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129,104
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112,910
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72,354
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98,915
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119,298
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107,124
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稅後純益(千) |
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457,338
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561,782
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324,496
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326,104
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434,862
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513,898
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199,103
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其他綜合損益(千) |
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綜合損益(千) |
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467,225
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561,782
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324,496
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326,104
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437,151
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513,898
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199,103
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原始每股稅前盈餘(元) |
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1.97
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2.55
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1.61
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1.47
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1.97
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2.33
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1.13
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原始每股稅後盈餘(元) |
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1.69
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2.07
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1.20
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1.20
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1.60
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1.89
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0.73
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毛利率(%) |
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34.49
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39.82
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32.25
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33.06
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39.22
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37.69
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27.81
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營業利益率(%) |
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27.01
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32.96
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25.03
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25.11
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31.95
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30.87
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19.92
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稅後純益率(%) |
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25.29
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25.94
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19.76
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22.58
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24.40
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27.31
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14.14
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稅後權益報酬率(%) |
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5.16
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6.73
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3.97
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4.02
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5.62
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7.08
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2.72
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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 |
612,263 |
1,545,411 |
25.87
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40.77
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7.02
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1,545,411
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7.02 |
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202502 |
486,436 |
933,148 |
8.89
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6.30
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-7.52 |
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1,473,693
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-4.75 |
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202501 |
446,712 |
446,712 |
-17.36 |
-18.99 |
-18.99 |
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1,581,315
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-5.08 |
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202412 |
540,545 |
7,059,941 |
-9.01 |
0.46
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10.54
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7.59
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1,808,243
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1.46 |
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202411 |
594,058 |
6,519,396 |
-11.81 |
3.04
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11.47
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1,964,542
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3 |
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202410 |
673,640 |
5,925,338 |
-3.33 |
0.91
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12.39
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2,070,004
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6.69 |
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202409 |
696,844 |
5,251,698 |
-0.38 |
5.08
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14.05
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5.63
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2,165,576
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15.07 |
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202408 |
699,520 |
4,554,854 |
-9.06 |
14.77
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15.56
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2,122,610
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19.6 |
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202407 |
769,212 |
3,855,334 |
17.64
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26.25
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15.70
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創近一年新高 |
2,010,506
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25.08 |
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202406 |
653,878 |
3,086,122 |
11.31
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17.62
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13.34
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3.08
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1,642,149
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16.64 |
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202405 |
587,416 |
2,432,244 |
46.54
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32.85
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12.25
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1,423,208
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8.96 |
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202404 |
400,855 |
1,844,828 |
-7.84 |
-2.19 |
6.97
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創近一年新低 |
1,293,403
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1.37 |
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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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1480 |
美商高盛 |
72 |
85 |
13 |
8150 |
台新 |
-115 |
25 |
140 |
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1650 |
新加坡商瑞銀 |
55 |
113 |
58 |
9800 |
元大 |
-41 |
212 |
253 |
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9300 |
華南永昌 |
45 |
98 |
53 |
6160 |
中國信託 |
-23 |
9 |
32 |
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5380 |
第一金 |
30 |
40 |
10 |
9200 |
凱基 |
-17 |
118 |
135 |
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1040 |
臺銀證券 |
20 |
35 |
15 |
9600 |
富邦 |
-15 |
82 |
97 |
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9100 |
群益金鼎 |
15 |
66 |
51 |
8880 |
國泰 |
-15 |
69 |
84 |
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8450 |
康和 |
10 |
18 |
8 |
1470 |
台灣摩根士丹利 |
-12 |
2 |
14 |
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8560 |
新光 |
10 |
32 |
22 |
9A00 |
永豐金 |
-10 |
75 |
85 |
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5320 |
高橋 |
8 |
10 |
2 |
1260 |
宏遠 |
-9 |
1 |
10 |
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8440 |
摩根大通 |
5 |
9 |
4 |
5850 |
統一 |
-8 |
88 |
96 |
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20250310 |
台積電跌破千元 後市關注兩重點 |
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20250219 |
台積供應鏈好嗨 昇陽半創高、家登叩關500元、均豪登百元 |
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20250219 |
展望保守重挫 精材200元關卡只待兩天 |
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20250219 |
台股震盪下跌62點收23,604點 台積電收跌10元 |
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20250218 |
2月18日重要財經行事曆 |
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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 |
5.4 |
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10日籌碼集中度 |
5.7 |
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單日買賣超 |
76 |
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5日籌碼集中度 |
9.1 |
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20日籌碼集中度 |
0.7 |
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累計買賣超 |
-557 |
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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 |
11781 |
借券餘額 |
14898 |
千張大戶戶數 |
16 |
大戶比例 |
55.55 |
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更新日期: |
2025/5/2 17:43 |
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