| 3406 |
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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| 3406 玉晶光 |
實收資本額 |
1127 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2005/12/20 |
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| 發 言
人 |
郭英理 |
電 話 |
04-25667115 |
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| 地 址 |
台中市大雅區中部科學工業園區科雅東路一號 |
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| 產 業
別 |
電子中游-光學鏡片 |
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| 主要產品 |
各類光學鏡頭、鏡片研發及生產製造、高功率LED室內外照明產品 |
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| 2025/5/2 股價 |
378.00 |
法人買賣超合計(近一日) |
賣超 -87.521 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
79.16 張 |
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| 2025/5/2
漲跌幅 |
0.67
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法人買賣超合計(近一月) |
買超
1040.53 張 |
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| 券 資 比 |
1.93
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外資連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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| 2024/06/18 |
12.00 |
0.10 |
2007/07/25 |
2023/07/27 |
3.17% |
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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 |
2025/06/17 |
18.00 |
0.00 |
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4.76% |
0% |
4.76% |
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| 2023 |
2024/06/18 |
12.00 |
0.00 |
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2024/07/18 |
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3.17% |
0% |
3.17% |
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| 2022 |
2023/06/15 |
12.00 |
0.00 |
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2023/07/27 |
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3.17% |
0% |
3.17% |
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| 2021 |
2022/06/17 |
7.99 |
0.00 |
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2022/07/27 |
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2.11% |
0% |
2.11% |
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| 機構估稅後EPS |
37.52 |
K(9) |
83.16 |
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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) |
219.89 |
D(9) |
79.01 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
10.07 |
周K(9) |
32.31 |
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1.6 |
1.6 |
2 |
1.6 |
0.5 |
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| 股價淨值比 |
1.72 |
周D(9) |
27.19 |
綜合評分: |
7.3 |
建議: |
列入追踪 |
目標價: |
434.7 |
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| 月線乖離率 |
4.48 |
季線乖離率 |
-11.01 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
748.51 |
3*PB |
659.30 |
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| 股價 |
409.00 |
354.00 |
364.50 |
369.50 |
378.00 |
15*PE |
561.39 |
2*PB |
439.53 |
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| 成交量(千股) |
2,730 |
7,683 |
4,921 |
4,066 |
2,187 |
10*PE |
374.26 |
1*PB |
219.77 |
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| 資餘 |
5,105 |
3,811 |
3,814 |
3,709 |
3,680 |
5*PE |
187.13 |
0.5*PB |
109.88 |
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| 券餘 |
30 |
0 |
31 |
80 |
71 |
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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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5,469,962
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7,493,428
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4,987,181
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5,236,157
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6,827,591
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8,853,491
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2,666,070
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| 營業成本(千) |
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3,986,816
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4,674,545
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3,154,357
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3,314,002
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4,042,343
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5,750,429
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1,863,163
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| 營業毛利(千) |
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1,483,146
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2,818,883
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1,832,824
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1,922,155
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2,785,248
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3,103,062
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802,907
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| 營業費用(千) |
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957,889
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819,049
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750,269
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774,383
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956,837
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896,190
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944,236
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| 營業利益(千) |
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525,257
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1,999,834
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1,082,555
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1,147,772
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1,828,411
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2,206,872
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-141,329 |
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| 營業外收入及支出(千) |
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612,588
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-97,496 |
290,503
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363,754
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-178,800 |
221,858
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242,372
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| 稅前純益(千) |
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1,137,845
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1,902,338
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1,373,058
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1,511,526
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1,649,611
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2,428,730
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101,043
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| 所得稅(千) |
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277,773
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524,550
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364,200
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420,443
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495,436
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854,577
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-16,299 |
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| 稅後純益(千) |
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860,072
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1,377,788
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1,008,858
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1,091,083
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1,154,175
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1,574,153
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117,342
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| 其他綜合損益(千) |
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-125,867 |
356,030
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136,057
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325,263
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-333,501 |
427,266
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-507,286 |
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| 綜合損益(千) |
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734,205
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1,733,818
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1,144,915
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1,416,346
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820,674
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2,001,419
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-389,944 |
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| 原始每股稅前盈餘(元) |
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10.09
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16.87
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12.18
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13.41
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14.63
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21.54
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0.90
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| 原始每股稅後盈餘(元) |
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7.61
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12.22
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8.87
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9.65
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10.24
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13.92
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0.99
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| 毛利率(%) |
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27.11
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37.62
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36.75
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36.71
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40.79
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35.05
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30.12
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| 營業利益率(%) |
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9.60
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26.69
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21.71
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21.92
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26.78
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24.93
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-5.30 |
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| 稅後純益率(%) |
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15.72
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18.39
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20.23
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20.84
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16.90
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17.78
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4.40
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| 稅後權益報酬率(%) |
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3.53
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5.95
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4.64
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5.16
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5.58
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8.17
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0.64
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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 |
1,893,079 |
5,321,347 |
36.21
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-3.44 |
1.60
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5,321,347
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1.6 |
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| 202502 |
1,389,856 |
3,428,269 |
-31.82 |
4.62
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4.62
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創近一年新低 |
4,877,221
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-4.3 |
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| 202501 |
2,038,413 |
2,038,413 |
40.68
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4.62
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4.62
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5,519,515
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-11.78 |
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| 202412 |
1,448,952 |
23,186,728 |
-28.70 |
-20.37 |
6.96
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52.57
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5,455,474
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-20.18 |
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| 202411 |
2,032,150 |
21,733,577 |
2.93
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-18.34 |
9.46
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6,592,979
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-22.23 |
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| 202410 |
1,974,372 |
19,701,427 |
-23.66 |
-21.84 |
13.45
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7,201,772
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-21.92 |
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| 202409 |
2,586,457 |
17,716,766 |
-2.06 |
-25.30 |
19.33
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42.47
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7,502,998
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-15.18 |
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| 202408 |
2,640,943 |
15,140,598 |
16.05
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-18.37 |
33.07
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6,472,357
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-1.04 |
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| 202407 |
2,275,598 |
12,499,655 |
46.26
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5.93
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53.52
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5,386,306
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33.26 |
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| 202406 |
1,555,816 |
10,223,338 |
0.06
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34.50
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70.57
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25.60
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4,986,692
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86.99 |
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| 202405 |
1,554,892 |
8,668,240 |
-17.12 |
110.99
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79.19
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5,391,321
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110.41 |
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| 202404 |
1,875,984 |
7,113,348 |
-4.31 |
142.64
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73.48
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5,164,938
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87.63 |
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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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| 9300 |
華南永昌 |
121 |
134 |
13 |
1480 |
美商高盛 |
-53 |
6 |
59 |
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| 1590 |
花旗環球 |
19 |
19 |
0 |
1470 |
台灣摩根士丹利 |
-42 |
15 |
57 |
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| 9600 |
富邦 |
16 |
34 |
18 |
1440 |
美林 |
-20 |
16 |
36 |
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| 1650 |
新加坡商瑞銀 |
15 |
19 |
4 |
1560 |
港商野村 |
-12 |
0 |
12 |
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| 9100 |
群益金鼎 |
6 |
16 |
10 |
7790 |
國票 |
-11 |
7 |
18 |
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| 8440 |
摩根大通 |
5 |
14 |
9 |
8840 |
玉山 |
-10 |
3 |
13 |
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| 1020 |
合庫 |
4 |
6 |
2 |
7000 |
兆豐 |
-9 |
3 |
12 |
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| 6380 |
光和 |
4 |
4 |
0 |
9200 |
凱基 |
-6 |
28 |
34 |
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| 9800 |
元大 |
3 |
46 |
43 |
6160 |
中國信託 |
-5 |
5 |
10 |
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| 6450 |
永全 |
1 |
1 |
0 |
1110 |
台灣企銀 |
-5 |
1 |
6 |
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| 20250424 |
大摩：下修iPhone出貨及六檔蘋概股目標價 不建議抄底 |
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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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| 20250422 |
小摩：今年iPhone出貨年減2% 蘋概股中最愛大立光 |
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| 20250416 |
台積電不給力收低22元 台股跌389點收19,468點 |
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| 20250409 |
美國關稅風暴 大摩：硬體廠以蘋果鏈最脆弱、OEM廠直接衝擊最大 |
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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 |
7.6 |
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10日籌碼集中度 |
10.4 |
優 |
單日買賣超 |
34 |
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| 5日籌碼集中度 |
12.4 |
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20日籌碼集中度 |
5.4 |
優 |
累計買賣超 |
623 |
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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 |
4910 |
借券餘額 |
7011 |
千張大戶戶數 |
15 |
大戶比例 |
35.32 |
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更新日期： |
2025/5/2 19:50 |
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