3686 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3686 達能 |
實收資本額 |
765 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2010/07/20 |
|
|
|
|
|
|
|
|
|
發 言
人 |
湯豐帆 |
電 話 |
(03)6686361 |
|
|
|
|
|
|
|
|
|
地 址 |
新竹市東區慈雲路118號19樓之8 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子下游-太陽能 |
|
|
|
|
|
|
|
|
|
主要產品 |
電子零組件製造業、電子材料批發業、電子材料零售業 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
16.05 |
法人買賣超合計(近一日) |
買超 103 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.30
|
法人買賣超合計(近一週) |
買超
30.89 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
1.90
|
法人買賣超合計(近一月) |
賣超 -63.11 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/05/24 |
1.00 |
0.12 |
2011/07/29 |
2011/07/29 |
6.23% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
2024 |
2025/06/18 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2023 |
2024/05/24 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2022 |
2023/05/31 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2021 |
2022/06/21 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
0.13 |
K(9) |
75.63 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
9.16 |
D(9) |
78.14 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
123.46 |
周K(9) |
45.51 |
|
0.8 |
1.2 |
1.2 |
1.2 |
1 |
|
|
|
|
股價淨值比 |
1.75 |
周D(9) |
32.46 |
綜合評分: |
5.4 |
建議: |
列入追踪 |
目標價: |
17.59 |
|
|
|
|
月線乖離率 |
10.8 |
季線乖離率 |
-3.45 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
2.61 |
3*PB |
27.51 |
|
|
|
|
股價 |
15.05 |
12.35 |
14.05 |
16.40 |
16.05 |
15*PE |
1.96 |
2*PB |
18.34 |
|
|
|
|
成交量(千股) |
810 |
1,084 |
1,086 |
2,633 |
1,000 |
10*PE |
1.31 |
1*PB |
9.17 |
|
|
|
|
資餘 |
0 |
0 |
0 |
0 |
0 |
5*PE |
0.65 |
0.5*PB |
4.59 |
|
|
|
|
券餘 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
21,545
|
15,879
|
23,351
|
21,765
|
18,644
|
11,748
|
5,263
|
|
|
|
|
營業成本(千) |
|
21,732
|
16,101
|
23,608
|
21,928
|
18,845
|
11,992
|
5,418
|
|
|
|
|
營業毛利(千) |
|
-187 |
-222 |
-257 |
-163 |
-201 |
-244 |
-155 |
|
|
|
|
營業費用(千) |
|
6,370
|
6,399
|
6,584
|
5,654
|
6,580
|
8,631
|
13,915
|
|
|
|
|
營業利益(千) |
|
-6,557 |
-6,621 |
-6,841 |
-5,817 |
-6,781 |
-8,875 |
-14,070 |
|
|
|
|
營業外收入及支出(千) |
|
-393 |
11,401
|
4,210
|
6,219
|
-582 |
5,901
|
3,751
|
|
|
|
|
稅前純益(千) |
|
-6,950 |
4,780
|
-2,631 |
402
|
-7,363 |
-2,974 |
-10,319 |
|
|
|
|
所得稅(千) |
|
33 |
-72 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
稅後純益(千) |
|
-6,983 |
4,852
|
-2,631 |
402
|
-7,363 |
-2,974 |
-10,319 |
|
|
|
|
其他綜合損益(千) |
|
|
|
|
|
|
|
|
|
|
|
|
綜合損益(千) |
|
-6,983 |
4,852
|
-2,631 |
402
|
-7,363 |
-2,974 |
-10,319 |
|
|
|
|
原始每股稅前盈餘(元) |
|
-0.09 |
0.06
|
-0.03 |
0.01
|
-0.10 |
-0.04 |
-0.13 |
|
|
|
|
原始每股稅後盈餘(元) |
|
-0.09 |
0.06
|
-0.03 |
0.01
|
-0.10 |
-0.04 |
-0.13 |
|
|
|
|
毛利率(%) |
|
-0.87 |
-1.40 |
-1.10 |
-0.75 |
-1.08 |
-2.08 |
-2.95 |
|
|
|
|
營業利益率(%) |
|
-30.43 |
-41.70 |
-29.30 |
-26.73 |
-36.37 |
-75.54 |
-267.34 |
|
|
|
|
稅後純益率(%) |
|
-32.41 |
30.56
|
-11.27 |
1.85
|
-39.49 |
-25.31 |
-196.07 |
|
|
|
|
稅後權益報酬率(%) |
|
-0.99 |
0.69
|
-0.37 |
0.06
|
-1.04 |
-0.42 |
-1.43 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
4,723 |
18,833 |
-31.96 |
-33.71 |
-13.47 |
|
|
18,833
|
-13.47 |
|
|
|
|
202502 |
6,942 |
14,111 |
-3.15 |
-10.55 |
-3.61 |
|
|
19,271
|
-13.76 |
|
|
|
|
202501 |
7,168 |
7,168 |
38.89
|
4.22
|
4.22
|
|
|
20,109
|
-4.32 |
|
|
|
|
202412 |
5,161 |
82,540 |
-33.66 |
-33.04 |
101.45
|
-0.06 |
|
21,544
|
15.55 |
|
|
|
|
202411 |
7,780 |
77,378 |
-9.57 |
20.98
|
132.61
|
|
|
21,736
|
34.77 |
|
|
|
|
202410 |
8,603 |
69,598 |
60.71
|
90.97
|
159.36
|
|
|
18,148
|
31.14 |
|
|
|
|
202409 |
5,353 |
60,995 |
27.70
|
3.10
|
173.18
|
0.03
|
|
15,880
|
35.18 |
|
|
|
|
202408 |
4,192 |
55,642 |
-33.83 |
1.21
|
224.69
|
|
創近一年新低 |
22,436
|
199.59 |
|
|
|
|
202407 |
6,335 |
51,450 |
-46.80 |
162.54
|
295.95
|
|
|
24,615
|
323.08 |
|
|
|
|
202406 |
11,909 |
45,116 |
86.93
|
1175.05
|
326.39
|
-0.03 |
創近一年新高 |
23,351
|
343.68 |
|
|
|
|
202405 |
6,371 |
33,207 |
25.64
|
157.83
|
244.22
|
|
|
18,567
|
191.61 |
|
|
|
|
202404 |
5,071 |
26,836 |
-28.83 |
172.93
|
273.97
|
|
|
19,957
|
193.05 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9200 |
凱基 |
81 |
81 |
0 |
5380 |
第一金 |
-35 |
0 |
35 |
|
|
|
|
1440 |
美林 |
30 |
30 |
0 |
6460 |
大昌 |
-12 |
0 |
12 |
|
|
|
|
5920 |
元富 |
11 |
11 |
0 |
8880 |
國泰 |
-12 |
10 |
22 |
|
|
|
|
9100 |
群益金鼎 |
6 |
10 |
4 |
9800 |
元大 |
-12 |
14 |
26 |
|
|
|
|
9600 |
富邦 |
4 |
12 |
8 |
7000 |
兆豐 |
-9 |
0 |
9 |
|
|
|
|
6380 |
光和 |
1 |
1 |
0 |
1260 |
宏遠 |
-9 |
1 |
10 |
|
|
|
|
1590 |
花旗環球 |
1 |
1 |
0 |
8560 |
新光 |
-8 |
2 |
10 |
|
|
|
|
5260 |
美好 |
1 |
5 |
4 |
6160 |
中國信託 |
-7 |
0 |
7 |
|
|
|
|
5860 |
盈溢 |
1 |
1 |
0 |
5600 |
永興 |
-5 |
0 |
5 |
|
|
|
|
5320 |
高橋 |
0 |
0 |
0 |
9300 |
華南永昌 |
-5 |
0 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250423 |
太陽能族群火熱期待東南亞轉單潮 但要小心一件事 |
|
|
|
|
20241120 |
大摩:輝達GB200產量將大增 看好台積電、京元電、日月光等台廠 |
|
|
|
|
20241119 |
大摩:輝達將達成財報目標、B200明年首季產量增加 看好台積等4台廠 |
|
|
|
|
20241117 |
台股上周回檔811點、跌幅3.4% 法人:本周要看輝達財報臉色 |
|
|
|
|
20241116 |
中鼎報捷 再奪中東大單 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
21.4 |
優 |
10日籌碼集中度 |
5.9 |
|
單日買賣超 |
40 |
|
|
|
5日籌碼集中度 |
3.4 |
|
20日籌碼集中度 |
4.4 |
|
累計買賣超 |
-35 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
0 |
借券餘額 |
0 |
千張大戶戶數 |
5 |
大戶比例 |
13.38 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|