| 3693 |
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 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 3693 營邦 |
實收資本額 |
430 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
OTC |
上 櫃 日 期 |
2013/11/27 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
錢靜怡 |
電 話 |
(03)313-8386 |
|
|
|
|
|
|
|
|
|
| 地 址 |
(338)桃園市蘆竹區大興路20巷19弄9號 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
電子中游-機殼 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
產業用電腦及伺服器用機箱類、存儲平台類、系統平台類 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2025/5/2 股價 |
313.50 |
法人買賣超合計(近一日) |
買超 191.914 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌 |
18.50
|
法人買賣超合計(近一週) |
買超
306.37 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌幅 |
6.27
|
法人買賣超合計(近一月) |
買超
256.52 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
0.05
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
| 2023/06/28 |
6.00 |
0.15 |
2010/09/13 |
2023/08/25 |
1.91% |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
2025/06/25 |
11.00 |
0.00 |
|
|
|
3.51% |
0% |
3.51% |
|
|
|
|
| 2023 |
2024/06/27 |
10.00 |
0.00 |
|
2024/08/23 |
|
3.19% |
0% |
3.19% |
|
|
|
|
| 2022 |
2023/06/28 |
6.00 |
0.00 |
|
2023/08/25 |
|
1.91% |
0% |
1.91% |
|
|
|
|
| 2021 |
2022/06/22 |
1.50 |
0.00 |
|
2022/08/26 |
|
0.48% |
0% |
0.48% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
30.00 |
K(9) |
87.67 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
117.34 |
D(9) |
82.4 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
10.45 |
周K(9) |
40.01 |
|
1.6 |
1.2 |
2 |
2 |
1.5 |
|
|
|
|
| 股價淨值比 |
2.67 |
周D(9) |
36.17 |
綜合評分: |
8.3 |
建議: |
列入追踪 |
目標價: |
333.73 |
|
|
|
|
| 月線乖離率 |
12.5 |
季線乖離率 |
-5.25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
597.14 |
3*PB |
352.25 |
|
|
|
|
| 股價 |
313.00 |
260.00 |
286.50 |
292.50 |
313.50 |
15*PE |
447.86 |
2*PB |
234.83 |
|
|
|
|
| 成交量(千股) |
1,132 |
2,337 |
1,905 |
1,792 |
1,499 |
10*PE |
298.57 |
1*PB |
117.42 |
|
|
|
|
| 資餘 |
2,794 |
2,194 |
2,079 |
1,979 |
1,956 |
5*PE |
149.29 |
0.5*PB |
58.71 |
|
|
|
|
| 券餘 |
9 |
8 |
1 |
1 |
1 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
| 營業收入淨額(千) |
|
2,260,898
|
2,668,996
|
2,121,316
|
1,486,247
|
2,510,913
|
2,874,639
|
1,916,074
|
|
|
|
|
| 營業成本(千) |
|
1,579,312
|
1,754,500
|
1,485,755
|
1,017,341
|
1,794,522
|
2,018,172
|
1,446,037
|
|
|
|
|
| 營業毛利(千) |
|
681,586
|
914,496
|
635,561
|
468,906
|
716,391
|
856,467
|
470,037
|
|
|
|
|
| 營業費用(千) |
|
517,811
|
348,121
|
286,953
|
261,322
|
433,527
|
346,690
|
222,221
|
|
|
|
|
| 營業利益(千) |
|
163,775
|
566,375
|
348,608
|
207,584
|
282,864
|
509,777
|
247,816
|
|
|
|
|
| 營業外收入及支出(千) |
|
78,853
|
-42,293 |
23,563
|
66,526
|
-87,134 |
70,187
|
36,141
|
|
|
|
|
| 稅前純益(千) |
|
242,628
|
524,082
|
372,171
|
274,110
|
195,730
|
579,964
|
283,957
|
|
|
|
|
| 所得稅(千) |
|
51,710
|
110,899
|
102,600
|
61,176
|
72,024
|
129,487
|
74,859
|
|
|
|
|
| 稅後純益(千) |
|
190,918
|
413,183
|
269,571
|
212,934
|
123,706
|
450,477
|
209,098
|
|
|
|
|
| 其他綜合損益(千) |
|
21,553
|
-15,006 |
8,766
|
24,725
|
-27,975 |
17,245
|
9,841
|
|
|
|
|
| 綜合損益(千) |
|
212,471
|
398,177
|
278,337
|
237,659
|
95,731
|
467,722
|
218,939
|
|
|
|
|
| 原始每股稅前盈餘(元) |
|
5.64
|
12.19
|
9.67
|
7.12
|
5.09
|
15.07
|
7.38
|
|
|
|
|
| 原始每股稅後盈餘(元) |
|
4.44
|
9.61
|
7.00
|
5.53
|
3.21
|
11.70
|
5.43
|
|
|
|
|
| 毛利率(%) |
|
30.15
|
34.26
|
29.96
|
31.55
|
28.53
|
29.79
|
24.53
|
|
|
|
|
| 營業利益率(%) |
|
7.24
|
21.22
|
16.43
|
13.97
|
11.27
|
17.73
|
12.93
|
|
|
|
|
| 稅後純益率(%) |
|
8.44
|
15.48
|
12.71
|
14.33
|
4.93
|
15.67
|
10.91
|
|
|
|
|
| 稅後權益報酬率(%) |
|
3.87
|
10.62
|
8.98
|
7.25
|
4.47
|
18.10
|
9.25
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
908,244 |
2,456,518 |
18.38
|
64.83
|
65.34
|
|
|
2,456,518
|
65.34 |
|
|
|
|
| 202502 |
767,250 |
1,548,274 |
-1.76 |
81.73
|
65.65
|
|
|
2,285,162
|
32.26 |
|
|
|
|
| 202501 |
781,024 |
781,024 |
5.99 |
52.40
|
52.40
|
|
|
2,164,399
|
7.82 |
|
|
|
|
| 202412 |
736,888 |
8,537,457 |
13.98
|
-7.08 |
-2.90 |
32.86
|
|
2,260,493
|
-9.99 |
|
|
|
|
| 202411 |
646,487 |
7,800,409 |
-26.29 |
-7.90 |
-2.48 |
|
|
2,284,724
|
-13.89 |
|
|
|
|
| 202410 |
877,118 |
7,153,922 |
15.24
|
-13.70 |
-1.96 |
|
|
2,604,926
|
-12.29 |
|
|
|
|
| 202409 |
761,119 |
6,276,559 |
-21.27 |
-18.58 |
-0.06 |
27.22
|
|
2,669,066
|
-7.15 |
|
|
|
|
| 202408 |
966,689 |
5,515,685 |
2.70 |
-5.11 |
3.18 |
|
|
2,680,951
|
-2.77 |
|
|
|
|
| 202407 |
941,258 |
4,548,996 |
21.77
|
2.19 |
5.13 |
|
|
2,446,913
|
3.09 |
|
|
|
|
| 202406 |
773,004 |
3,607,563 |
5.51 |
-5.44 |
5.92 |
15.03
|
|
2,122,045
|
10.78 |
|
|
|
|
| 202405 |
732,651 |
2,834,734 |
18.86
|
15.36
|
9.51 |
|
|
1,900,047
|
6.72 |
|
|
|
|
| 202404 |
616,390 |
2,102,083 |
11.87
|
33.12
|
7.61
|
|
|
1,589,593
|
1.56 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 1650 |
新加坡商瑞銀 |
36 |
70 |
34 |
5920 |
元富 |
-35 |
6 |
41 |
|
|
|
|
| 1470 |
台灣摩根士丹利 |
28 |
28 |
0 |
9800 |
元大 |
-21 |
91 |
112 |
|
|
|
|
| 1560 |
港商野村 |
22 |
22 |
0 |
7030 |
致和 |
-18 |
0 |
18 |
|
|
|
|
| 1480 |
美商高盛 |
21 |
22 |
1 |
1020 |
合庫 |
-17 |
4 |
21 |
|
|
|
|
| 9200 |
凱基 |
17 |
105 |
88 |
8880 |
國泰 |
-14 |
17 |
31 |
|
|
|
|
| 5380 |
第一金 |
10 |
21 |
11 |
5260 |
美好 |
-12 |
1 |
13 |
|
|
|
|
| 9300 |
華南永昌 |
4 |
42 |
38 |
5850 |
統一 |
-12 |
4 |
16 |
|
|
|
|
| 1260 |
宏遠 |
4 |
8 |
4 |
6480 |
福邦 |
-10 |
0 |
10 |
|
|
|
|
| 1040 |
臺銀證券 |
3 |
6 |
3 |
9A00 |
永豐金 |
-10 |
29 |
39 |
|
|
|
|
| 1440 |
美林 |
2 |
3 |
1 |
8560 |
新光 |
-9 |
6 |
15 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 20241228 |
營邦合資設立越南子公司有進度 獲官方核發登記證 |
|
|
|
|
| 20241127 |
川普高關稅發威 AI 股一片慘兮兮 這檔卻創下歷史新高 |
|
|
|
|
| 20240918 |
台股迎2,000億活水 台積電、AI、金融股等挹注資金動能 |
|
|
|
|
| 20240710 |
營邦擬辦現增 擴大營運規模 |
|
|
|
|
| 20240628 |
營邦新產品出貨 業績UP |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
17.4 |
|
10日籌碼集中度 |
8.4 |
|
單日買賣超 |
116 |
|
|
|
| 5日籌碼集中度 |
14.6 |
|
20日籌碼集中度 |
9.4 |
優 |
累計買賣超 |
386 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
847 |
借券餘額 |
1054 |
千張大戶戶數 |
5 |
大戶比例 |
36.75 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期： |
2025/5/2 17:46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
