| 3450 |
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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| 3450 聯鈞 |
實收資本額 |
1457 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2006/04/12 |
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| 發 言
人 |
陳士恩 |
電 話 |
(02)8245-6186 |
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| 地 址 |
新北市中和區橋安街35號10樓 |
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| 產 業
別 |
電子上游-IC-封測 |
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| 主要產品 |
光資訊及光通訊產品、功率半導體封裝測試 |
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| 2025/5/2 股價 |
209.50 |
法人買賣超合計(近一日) |
買超 393.942 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
216.26 張 |
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| 2025/5/2
漲跌幅 |
1.95
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法人買賣超合計(近一月) |
買超
2973.46 張 |
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| 券 資 比 |
9.51
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投信連5買 |
自營連7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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| 2024/06/07 |
0.50 |
1.00 |
2018/07/24 |
2023/06/26 |
0.24% |
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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 |
2025/05/28 |
0.50 |
0.00 |
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0.24% |
0% |
0.24% |
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| 2023 |
2024/06/07 |
0.00 |
0.00 |
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0% |
0% |
0% |
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| 2022 |
2023/06/06 |
0.50 |
0.00 |
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2023/06/26 |
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0.24% |
0% |
0.24% |
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| 2021 |
2022/06/29 |
1.80 |
0.00 |
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2022/07/18 |
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0.86% |
0% |
0.86% |
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| 機構估稅後EPS |
10.45 |
K(9) |
75.51 |
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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) |
30.40 |
D(9) |
65.26 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
20.05 |
周K(9) |
23.29 |
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1.6 |
1.6 |
1.6 |
1.2 |
0.5 |
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| 股價淨值比 |
6.89 |
周D(9) |
22.55 |
綜合評分: |
6.5 |
建議: |
列入追踪 |
目標價: |
223.7 |
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| 月線乖離率 |
6.22 |
季線乖離率 |
-16.9 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
209.50 |
3*PB |
91.22 |
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| 股價 |
234.00 |
192.50 |
196.50 |
195.50 |
209.50 |
15*PE |
157.13 |
2*PB |
60.81 |
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| 成交量(千股) |
49,471 |
24,276 |
119,398 |
132,819 |
75,824 |
10*PE |
104.75 |
1*PB |
30.41 |
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| 資餘 |
16,986 |
14,176 |
12,187 |
10,886 |
11,268 |
5*PE |
52.38 |
0.5*PB |
15.20 |
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| 券餘 |
773 |
288 |
692 |
827 |
1,072 |
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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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2,476,550
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2,100,770
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1,704,853
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1,285,488
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1,438,314
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1,406,587
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1,291,364
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| 營業成本(千) |
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1,646,140
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1,521,831
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1,310,178
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1,028,396
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1,217,507
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1,224,799
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1,105,564
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| 營業毛利(千) |
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830,410
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578,939
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394,675
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257,092
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220,807
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181,788
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185,800
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| 營業費用(千) |
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318,586
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217,560
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174,576
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171,495
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147,872
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159,765
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157,993
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| 營業利益(千) |
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508,742
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358,297
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219,157
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84,169
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71,752
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20,096
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25,559
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| 營業外收入及支出(千) |
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81,303
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-25,794 |
-4,681 |
73,779
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-24,514 |
36,883
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75,177
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| 稅前純益(千) |
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590,045
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332,503
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214,476
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157,948
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47,238
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56,979
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100,736
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| 所得稅(千) |
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75,237
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61,059
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43,302
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42,689
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6,334
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34,848
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49,521
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| 稅後純益(千) |
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514,808
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271,444
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171,174
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115,259
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40,904
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22,131
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51,215
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| 其他綜合損益(千) |
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30,742
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-22,209 |
44,717
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88,711
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-91,495 |
103,030
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-49,284 |
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| 綜合損益(千) |
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545,550
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249,235
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215,891
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203,970
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-50,591 |
125,161
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1,931
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| 原始每股稅前盈餘(元) |
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4.05
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2.28
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1.47
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1.08
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0.32
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0.39
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0.69
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| 原始每股稅後盈餘(元) |
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2.00
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1.04
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0.47
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0.31
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-0.01 |
-0.14 |
-0.09 |
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| 毛利率(%) |
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33.53
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27.56
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23.15
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20.00
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15.35
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12.92
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14.39
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| 營業利益率(%) |
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20.54
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17.06
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12.85
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6.55
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4.99
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1.43
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1.98
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| 稅後純益率(%) |
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20.79
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12.92
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10.04
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8.97
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2.84
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1.57
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3.97
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| 稅後權益報酬率(%) |
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7.69
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4.32
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2.83
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1.94
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0.69
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0.38
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0.87
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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 |
977,959 |
2,758,002 |
2.03
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104.88
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114.55
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創歷史新高 |
2,758,002
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114.55 |
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| 202502 |
958,464 |
1,780,043 |
16.66
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148.83
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120.26
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創歷史新高 |
2,604,951
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106.31 |
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| 202501 |
821,579 |
821,579 |
-0.40 |
94.25
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94.25
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2,433,484
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78.72 |
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| 202412 |
824,908 |
7,567,661 |
4.82
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81.50
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40.16
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8.89
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2,476,550
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72.18 |
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| 202411 |
786,997 |
6,742,753 |
-8.98 |
62.55
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36.36
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2,449,403
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66.3 |
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| 202410 |
864,645 |
5,955,756 |
8.38
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73.05
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33.52
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創歷史新高 |
2,320,603
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59.11 |
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| 202409 |
797,761 |
5,091,111 |
21.20
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63.12
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28.53
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4.84
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創歷史新高 |
2,100,770
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49.35 |
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| 202408 |
658,197 |
4,293,350 |
2.08
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40.11
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23.66
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創近一年新高 |
1,843,930
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35.47 |
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| 202407 |
644,812 |
3,635,153 |
19.21
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44.01
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21.09
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創近一年新高 |
1,761,439
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34.29 |
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| 202406 |
540,921 |
2,990,341 |
-6.04 |
21.94
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17.07
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2.56
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1,704,854
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32.02 |
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| 202405 |
575,706 |
2,449,420 |
-2.13 |
36.97
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16.05
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1,641,273
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28.44 |
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| 202404 |
588,227 |
1,873,714 |
23.23
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37.62
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10.85
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創近一年新高 |
1,450,761
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13.21 |
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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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| 9200 |
凱基 |
285 |
2269 |
1984 |
9600 |
富邦 |
-316 |
954 |
1270 |
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| 9100 |
群益金鼎 |
216 |
785 |
569 |
9300 |
華南永昌 |
-150 |
620 |
770 |
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| 8450 |
康和 |
167 |
316 |
149 |
9800 |
元大 |
-111 |
2701 |
2812 |
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| 8440 |
摩根大通 |
98 |
317 |
219 |
5920 |
元富 |
-102 |
639 |
741 |
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| 1560 |
港商野村 |
81 |
186 |
105 |
1650 |
新加坡商瑞銀 |
-96 |
450 |
546 |
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| 5380 |
第一金 |
80 |
332 |
252 |
5850 |
統一 |
-44 |
311 |
355 |
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| 1470 |
台灣摩根士丹利 |
72 |
270 |
198 |
1480 |
美商高盛 |
-42 |
617 |
659 |
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| 8840 |
玉山 |
51 |
403 |
352 |
8560 |
新光 |
-37 |
444 |
481 |
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| 6160 |
中國信託 |
26 |
366 |
340 |
8880 |
國泰 |
-33 |
1113 |
1146 |
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| 1020 |
合庫 |
19 |
179 |
160 |
1030 |
土銀 |
-30 |
26 |
56 |
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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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| 20250430 |
台積電收漲6元撐住指數收高2點 台股4月史詩級震盪4千點 |
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| 20250429 |
台股上漲198點收20,232點 台積電上揚5元收902元 |
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| 20250428 |
權值股領軍 台股上漲161點收20,034點、重返2萬大關 |
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| 20250425 |
三大法人聯手買超213.75億、一周回補255億 台股登月線 |
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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 |
2.4 |
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10日籌碼集中度 |
0.4 |
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單日買賣超 |
400 |
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| 5日籌碼集中度 |
1.3 |
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20日籌碼集中度 |
-0.1 |
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累計買賣超 |
-2359 |
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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 |
6525 |
借券餘額 |
11620 |
千張大戶戶數 |
10 |
大戶比例 |
17.77 |
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更新日期： |
2025/5/2 19:51 |
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