3441 |
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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3441 聯一光 |
實收資本額 |
400 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2010/10/04 |
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發 言
人 |
陳忠政 |
電 話 |
049-2323825 |
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地 址 |
南投縣草屯鎮稻香路6-4號 |
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產 業
別 |
電子中游-光學鏡片 |
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主要產品 |
各種光學玻璃、光學鏡片、透鏡毛胚、稜鏡毛胚之製造、加工及買賣、各種精密光學鏡頭、光學儀器之製造、加工及買賣、照相機、望遠鏡、放大鏡、等光學用器具之製造加工及買賣 |
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2025/5/2 股價 |
33.45 |
法人買賣超合計(近一日) |
買超 13.5 張 |
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2025/5/2
漲跌 |
-0.05
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法人買賣超合計(近一週) |
買超
78.51 張 |
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2025/5/2
漲跌幅 |
-0.15
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法人買賣超合計(近一月) |
賣超 -361.64 張 |
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券 資 比 |
0.17
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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 |
1.50 |
0.30 |
2013/08/15 |
2023/07/07 |
4.48% |
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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 |
2025/05/20 |
0.75 |
0.00 |
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2.24% |
0% |
2.24% |
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2023 |
2024/05/29 |
0.50 |
0.00 |
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2024/07/11 |
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1.49% |
0% |
1.49% |
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2022 |
2023/05/24 |
1.50 |
0.00 |
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2023/07/07 |
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4.48% |
0% |
4.48% |
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2021 |
2022/05/25 |
0.50 |
0.00 |
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2022/07/08 |
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1.49% |
0% |
1.49% |
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機構估稅後EPS |
1.25 |
K(9) |
47.67 |
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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) |
20.10 |
D(9) |
50.42 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
26.76 |
周K(9) |
43.08 |
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0.8 |
0.4 |
1.2 |
0.8 |
1.5 |
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股價淨值比 |
1.66 |
周D(9) |
43.2 |
綜合評分: |
4.7 |
建議: |
觀望 |
目標價: |
38.47 |
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月線乖離率 |
2.58 |
季線乖離率 |
-8.43 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
24.96 |
3*PB |
60.45 |
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股價 |
36.80 |
30.50 |
34.95 |
33.10 |
33.45 |
15*PE |
18.72 |
2*PB |
40.30 |
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成交量(千股) |
481 |
1,509 |
1,315 |
453 |
332 |
10*PE |
12.48 |
1*PB |
20.15 |
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資餘 |
1,720 |
1,233 |
1,170 |
1,178 |
1,164 |
5*PE |
6.24 |
0.5*PB |
10.08 |
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券餘 |
15 |
1 |
29 |
2 |
2 |
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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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87,223
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97,285
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73,828
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72,842
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73,914
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70,091
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73,045
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營業成本(千) |
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58,515
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63,758
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49,178
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48,896
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61,655
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54,381
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49,887
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營業毛利(千) |
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28,708
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33,527
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24,650
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23,946
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12,259
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15,710
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23,158
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營業費用(千) |
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20,218
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18,711
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20,768
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20,540
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16,545
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20,037
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20,394
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營業利益(千) |
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8,490
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14,816
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3,882
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3,406
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-4,286 |
-4,327 |
2,764
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營業外收入及支出(千) |
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11,943
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-1,425 |
10,795
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22,231
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-10,158 |
25,022
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6,215
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稅前純益(千) |
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20,433
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13,391
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14,677
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25,637
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-14,444 |
20,695
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8,979
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所得稅(千) |
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3,517
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5,623
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3,072
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5,161
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-2,179 |
3,711
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3,933
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稅後純益(千) |
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16,916
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7,768
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11,605
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20,476
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-12,265 |
16,984
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5,046
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其他綜合損益(千) |
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14,623
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-9,053 |
6,372
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20,164
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-22,394 |
19,695
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-202 |
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綜合損益(千) |
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31,539
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-1,285 |
17,977
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40,640
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-34,659 |
36,679
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4,844
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原始每股稅前盈餘(元) |
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0.51
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0.33
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0.37
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0.64
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-0.36 |
0.52
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0.22
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原始每股稅後盈餘(元) |
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0.42
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0.18
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0.29
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0.51
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-0.31 |
0.42
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0.12
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毛利率(%) |
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32.91
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34.46
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33.39
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32.87
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16.59
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22.41
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31.70
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營業利益率(%) |
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9.73
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15.23
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5.26
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4.68
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-5.80 |
-6.17 |
3.78
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稅後純益率(%) |
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19.39
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7.98
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15.72
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28.11
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-16.59 |
24.23
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6.91
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稅後權益報酬率(%) |
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2.11
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0.99
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1.47
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2.66
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-1.60 |
2.22
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0.65
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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 |
36,494 |
91,023 |
48.44
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14.17
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24.96
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91,023
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24.96 |
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202502 |
24,585 |
54,529 |
-17.90 |
153.56
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33.39
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87,736
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33.61 |
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202501 |
29,944 |
29,944 |
-9.83 |
-3.97 |
-3.97 |
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96,251
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19.68 |
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202412 |
33,207 |
331,178 |
0.32
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33.96
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11.87
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1.85
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87,223
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18 |
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202411 |
33,100 |
297,971 |
58.25
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35.37
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9.85
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81,085
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15.76 |
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202410 |
20,916 |
264,871 |
-22.73 |
-15.23 |
7.32
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78,587
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9.74 |
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202409 |
27,069 |
243,955 |
-11.54 |
29.39
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9.82
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1.34
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97,285
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38.8 |
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202408 |
30,602 |
216,886 |
-22.75 |
17.63
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7.79
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92,789
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35.06 |
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202407 |
39,614 |
186,284 |
75.49
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71.09
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6.33
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創近一年新高 |
84,577
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18.96 |
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202406 |
22,573 |
146,670 |
0.82
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15.57
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-3.53 |
1.01
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73,828
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1.07 |
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202405 |
22,390 |
124,097 |
-22.43 |
-21.19 |
-6.35 |
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83,219
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-2.17 |
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202404 |
28,865 |
101,707 |
-9.70 |
14.99
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-2.30 |
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70,525
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-15.94 |
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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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1560 |
港商野村 |
11 |
11 |
0 |
9800 |
元大 |
-40 |
32 |
72 |
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1440 |
美林 |
9 |
9 |
0 |
8440 |
摩根大通 |
-22 |
0 |
22 |
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1480 |
美商高盛 |
6 |
7 |
1 |
8380 |
安泰 |
-5 |
0 |
5 |
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5850 |
統一 |
6 |
7 |
1 |
8150 |
台新 |
-4 |
1 |
5 |
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9A00 |
永豐金 |
6 |
6 |
0 |
1030 |
土銀 |
-3 |
0 |
3 |
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9100 |
群益金鼎 |
5 |
5 |
0 |
1110 |
台灣企銀 |
-3 |
0 |
3 |
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1650 |
新加坡商瑞銀 |
5 |
5 |
0 |
9200 |
凱基 |
-3 |
0 |
3 |
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2180 |
亞東 |
3 |
3 |
0 |
9600 |
富邦 |
0 |
3 |
3 |
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5920 |
元富 |
3 |
3 |
0 |
8840 |
玉山 |
0 |
0 |
0 |
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8560 |
新光 |
3 |
3 |
0 |
8880 |
國泰 |
0 |
2 |
2 |
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20241226 |
鏡頭紅鏈爆雷+機器人題材 玉晶光漲停領軍光學股強漲 |
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20231122 |
第3季獲利亮+筆電市場回溫 先進光鎖漲停追買單逾1.3萬張 |
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20230705 |
光電股發光發熱 明基材強攻漲停 逾2萬張排隊買不到 |
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20230410 |
三動能挹注今國光今年動能 股價飆漲停帶動光學股漲勢 |
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20221208 |
櫃買強過大盤 資金青睞觀光、車用概念股 |
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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 |
-36.5 |
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10日籌碼集中度 |
-6.9 |
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單日買賣超 |
-46 |
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5日籌碼集中度 |
-3.3 |
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20日籌碼集中度 |
-0.5 |
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累計買賣超 |
-143 |
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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 |
667 |
借券餘額 |
797 |
千張大戶戶數 |
4 |
大戶比例 |
15.14 |
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更新日期: |
2025/5/2 17:43 |
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