3548 |
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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3548 兆利 |
實收資本額 |
661 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2008/03/27 |
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發 言
人 |
陳穎萱 |
電 話 |
02-22982666 |
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地 址 |
新北市新莊區五工五路十三號 |
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產 業
別 |
電子上游-連接元件 |
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主要產品 |
NB、LCD、手機、3C電子等產品的扭力轉軸之研發設計、製造及銷售、光纖連接器之研發設計、製造及銷售 |
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2025/5/2 股價 |
125.00 |
法人買賣超合計(近一日) |
買超 224.085 張 |
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2025/5/2
漲跌 |
2.00
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法人買賣超合計(近一週) |
買超
712.08 張 |
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2025/5/2
漲跌幅 |
1.63
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法人買賣超合計(近一月) |
買超
2487.44 張 |
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券 資 比 |
2.62
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外資連9買 |
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自營連3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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2023/06/13 |
3.00 |
0.30 |
2009/08/06 |
2023/07/27 |
2.40% |
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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 |
2025/06/19 |
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2023 |
2024/06/18 |
4.50 |
0.00 |
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2024/07/30 |
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3.6% |
0% |
3.6% |
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2022 |
2023/06/13 |
3.00 |
0.00 |
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2023/07/27 |
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2.4% |
0% |
2.4% |
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2021 |
2022/06/21 |
2.00 |
0.00 |
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2022/07/14 |
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1.6% |
0% |
1.6% |
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機構估稅後EPS |
8.88 |
K(9) |
77.46 |
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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) |
89.04 |
D(9) |
70.44 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
14.08 |
周K(9) |
20.02 |
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1.2 |
1.6 |
1.6 |
1.6 |
0.5 |
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股價淨值比 |
1.40 |
周D(9) |
19.91 |
綜合評分: |
6.5 |
建議: |
列入追踪 |
目標價: |
143.75 |
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月線乖離率 |
2.92 |
季線乖離率 |
-19.47 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
177.30 |
3*PB |
267.86 |
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股價 |
146.50 |
113.50 |
119.50 |
123.00 |
125.00 |
15*PE |
132.98 |
2*PB |
178.57 |
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成交量(千股) |
4,566 |
5,676 |
3,771 |
5,066 |
2,798 |
10*PE |
88.65 |
1*PB |
89.29 |
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資餘 |
7,059 |
5,227 |
4,968 |
4,778 |
4,728 |
5*PE |
44.33 |
0.5*PB |
44.64 |
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券餘 |
220 |
0 |
16 |
128 |
124 |
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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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2,766,314
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2,148,603
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2,284,669
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2,378,584
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2,345,954
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2,584,601
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1,970,994
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營業成本(千) |
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2,340,350
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1,809,386
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1,865,316
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1,976,993
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1,849,723
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2,068,641
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1,668,981
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營業毛利(千) |
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425,964
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339,217
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419,353
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401,591
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496,231
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515,960
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302,013
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營業費用(千) |
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294,996
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259,849
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242,069
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238,985
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269,561
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249,278
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206,700
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營業利益(千) |
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130,968
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79,368
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177,284
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162,606
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226,670
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266,682
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95,313
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營業外收入及支出(千) |
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99,938
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46,319
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52,701
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63,513
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3,661
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43,391
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87,124
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稅前純益(千) |
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230,906
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125,687
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229,985
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226,119
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230,331
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310,073
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182,437
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所得稅(千) |
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55,547
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53,456
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65,951
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60,981
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48,559
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82,539
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59,956
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稅後純益(千) |
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175,359
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72,231
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164,034
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165,138
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181,772
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227,534
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122,481
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其他綜合損益(千) |
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30,100
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87,255
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-772 |
74,656
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-93,427 |
106,274
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-88,246 |
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綜合損益(千) |
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205,459
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159,486
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163,262
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239,794
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88,345
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333,808
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34,235
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原始每股稅前盈餘(元) |
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3.49
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1.90
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3.48
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3.42
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3.49
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4.78
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3.03
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原始每股稅後盈餘(元) |
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2.65
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1.09
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2.48
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2.50
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2.75
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3.51
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2.04
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毛利率(%) |
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15.40
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15.79
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18.36
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16.88
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21.15
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19.96
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15.32
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營業利益率(%) |
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4.73
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3.69
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7.76
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6.84
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9.66
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10.32
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4.84
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稅後純益率(%) |
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6.34
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3.36
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7.18
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6.94
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7.75
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8.80
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6.21
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稅後權益報酬率(%) |
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3.03
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1.29
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2.94
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3.03
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3.51
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4.77
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2.76
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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 |
1,004,123 |
2,627,905 |
21.02
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28.71
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10.48
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2,627,905
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10.48 |
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202502 |
829,748 |
1,623,782 |
4.50
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18.98
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1.59
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2,726,287
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18.73 |
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202501 |
794,034 |
794,034 |
-27.98 |
-11.88 |
-11.88 |
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2,899,946
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17.91 |
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202412 |
1,102,505 |
9,578,170 |
9.88
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58.01
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16.51
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12.29
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創歷史新高 |
2,766,314
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17.92 |
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202411 |
1,003,407 |
8,475,665 |
51.94
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16.59
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12.66
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創歷史新高 |
2,345,408
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-7.86 |
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202410 |
660,402 |
7,472,258 |
-3.11 |
-16.15 |
12.16
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創近一年新低 |
2,060,442
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-19.41 |
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202409 |
681,599 |
6,811,856 |
-5.13 |
-24.05 |
15.95
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8.80
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創近一年新低 |
2,148,603
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-16.87 |
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202408 |
718,441 |
6,130,257 |
-4.02 |
-17.59 |
23.16
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2,176,905
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-8.46 |
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202407 |
748,563 |
5,411,816 |
5.45
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-8.20 |
31.82
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2,146,786
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-1.97 |
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202406 |
709,901 |
4,663,253 |
3.14
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2.74
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41.74
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6.90
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2,284,669
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15.91 |
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202405 |
688,322 |
3,953,352 |
-22.35 |
0.69
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52.10
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創近一年新低 |
2,354,921
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27.83 |
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202404 |
886,446 |
3,265,030 |
13.62
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48.63
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70.45
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2,363,999
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52.87 |
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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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1650 |
新加坡商瑞銀 |
89 |
95 |
6 |
8880 |
國泰 |
-54 |
15 |
69 |
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9200 |
凱基 |
52 |
78 |
26 |
7000 |
兆豐 |
-53 |
8 |
61 |
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1480 |
美商高盛 |
50 |
53 |
3 |
8490 |
京城 |
-40 |
0 |
40 |
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1440 |
美林 |
26 |
26 |
0 |
9800 |
元大 |
-40 |
90 |
130 |
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1560 |
港商野村 |
19 |
19 |
0 |
5920 |
元富 |
-39 |
15 |
54 |
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1110 |
台灣企銀 |
14 |
17 |
3 |
9600 |
富邦 |
-22 |
24 |
46 |
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8440 |
摩根大通 |
8 |
8 |
0 |
8580 |
聯邦商銀 |
-12 |
0 |
12 |
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8560 |
新光 |
8 |
28 |
20 |
9100 |
群益金鼎 |
-8 |
38 |
46 |
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6010 |
奔亞證券 |
5 |
6 |
1 |
9A00 |
永豐金 |
-6 |
23 |
29 |
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5380 |
第一金 |
4 |
8 |
4 |
5960 |
日茂 |
-5 |
0 |
5 |
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20250408 |
兆利營收/3月10.04億元 月增21% |
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20250217 |
台股上漲352點收23,505點 台積電上漲25元收1,085元 |
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20250108 |
兆利去年12月營收月增9% 受惠陸折疊機 |
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20241212 |
兆利出貨動能 延續下季 |
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20241211 |
兆利11月營收月增51% 出貨動能強 |
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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 |
-3.5 |
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10日籌碼集中度 |
6.8 |
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單日買賣超 |
-23 |
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5日籌碼集中度 |
4.6 |
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20日籌碼集中度 |
-1.4 |
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累計買賣超 |
-918 |
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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 |
2219 |
借券餘額 |
2637 |
千張大戶戶數 |
7 |
大戶比例 |
26.75 |
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更新日期: |
2025/5/2 17:45 |
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