4973 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4973 廣穎 |
實收資本額 |
654 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
OTC |
上 櫃 日 期 |
2012/06/19 |
|
|
|
|
|
|
|
|
|
發 言
人 |
謝超民 |
電 話 |
02-8797-8833 |
|
|
|
|
|
|
|
|
|
地 址 |
台北市內湖區洲子街106號7樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子上游-IC-設計 |
|
|
|
|
|
|
|
|
|
主要產品 |
快閃記憶體相關產品之製造及買賣、記憶體模組之製造及買賣 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/7/4 股價 |
25.35 |
法人買賣超合計(近一日) |
賣超 -118.29 張 |
|
|
|
|
|
|
|
|
|
2025/7/4
漲跌 |
-0.80
|
法人買賣超合計(近一週) |
賣超 -30.3 張 |
|
|
|
|
|
|
|
|
|
2025/7/4
漲跌幅 |
-3.06
|
法人買賣超合計(近一月) |
賣超 -233.2 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
1.86
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2023/06/16 |
2.00 |
0.30 |
2012/05/24 |
2023/04/14 |
7.89% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/19 |
1.00 |
0.00 |
|
2025/04/17 |
|
3.94% |
0% |
3.94% |
|
|
|
|
2023 |
2024/06/21 |
2.00 |
0.00 |
|
2024/04/19 |
|
7.89% |
0% |
7.89% |
|
|
|
|
2022 |
2023/06/16 |
2.00 |
0.00 |
|
2023/04/14 |
|
7.89% |
0% |
7.89% |
|
|
|
|
2021 |
2022/06/24 |
1.00 |
0.00 |
|
2022/04/14 |
|
3.94% |
0% |
3.94% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
-0.15 |
K(9) |
22.12 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
30.52 |
D(9) |
24.65 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
-169.00 |
周K(9) |
47.97 |
|
0.4 |
0.4 |
0.4 |
1.2 |
1 |
|
|
|
|
股價淨值比 |
0.83 |
周D(9) |
51.21 |
綜合評分: |
3.4 |
建議: |
不列入追踪 |
目標價: |
26.62 |
|
|
|
|
月線乖離率 |
-3.02 |
季線乖離率 |
-0.94 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/6/6 |
2025/6/13 |
2025/6/20 |
2025/6/27 |
2025/7/4 |
20*PE |
|
3*PB |
91.63 |
|
|
|
|
股價 |
27.65 |
25.55 |
26.10 |
26.10 |
25.35 |
15*PE |
|
2*PB |
61.08 |
|
|
|
|
成交量(千股) |
4,671 |
3,198 |
7,166 |
2,040 |
1,146 |
10*PE |
|
1*PB |
30.54 |
|
|
|
|
資餘 |
2,007 |
2,261 |
1,996 |
1,996 |
1,990 |
5*PE |
|
0.5*PB |
15.27 |
|
|
|
|
券餘 |
36 |
23 |
26 |
41 |
37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
1,189,086
|
1,187,548
|
990,608
|
1,037,416
|
1,183,087
|
1,171,882
|
1,128,259
|
1,077,279
|
|
|
|
|
營業成本(千) |
974,719
|
988,403
|
800,806
|
844,661
|
883,218
|
891,498
|
888,265
|
872,778
|
|
|
|
|
營業毛利(千) |
214,367
|
199,145
|
189,802
|
192,755
|
299,869
|
280,384
|
239,994
|
204,501
|
|
|
|
|
營業費用(千) |
236,913
|
222,733
|
192,031
|
194,256
|
199,859
|
200,521
|
219,994
|
199,965
|
|
|
|
|
營業利益(千) |
-22,546 |
-23,588 |
-2,229 |
-1,501 |
100,010
|
79,863
|
20,000
|
4,536
|
|
|
|
|
營業外收入及支出(千) |
19,871
|
2,054
|
37,263
|
4,289
|
14,048
|
-9,760 |
85,578
|
11,043
|
|
|
|
|
稅前純益(千) |
-2,675 |
-21,534 |
35,034
|
2,788
|
114,058
|
70,103
|
105,578
|
15,579
|
|
|
|
|
所得稅(千) |
-845 |
-8,953 |
3,264
|
-1,841 |
24,616
|
7,807
|
4,504
|
5,542
|
|
|
|
|
稅後純益(千) |
-1,830 |
-12,581 |
31,770
|
4,629
|
89,442
|
62,296
|
101,074
|
10,037
|
|
|
|
|
其他綜合損益(千) |
-60,582 |
-50,684 |
-93,909 |
-104,662 |
44,086
|
-2,244 |
139,489
|
-10,436 |
|
|
|
|
綜合損益(千) |
-62,412 |
-63,265 |
-62,139 |
-100,033 |
133,528
|
60,052
|
240,563
|
-399 |
|
|
|
|
原始每股稅前盈餘(元) |
-0.04 |
-0.33 |
0.54
|
0.04
|
1.77
|
1.09
|
1.67
|
0.25
|
|
|
|
|
原始每股稅後盈餘(元) |
-0.03 |
-0.20 |
0.49
|
0.07
|
1.39
|
0.97
|
1.59
|
0.16
|
|
|
|
|
毛利率(%) |
18.03
|
16.77
|
19.16
|
18.58
|
25.35
|
23.93
|
21.27
|
18.98
|
|
|
|
|
營業利益率(%) |
-1.90 |
-1.99 |
-0.23 |
-0.14 |
8.45
|
6.81
|
1.77
|
0.42
|
|
|
|
|
稅後純益率(%) |
-0.15 |
-1.06 |
3.21
|
0.45
|
7.56
|
5.32
|
8.96
|
0.93
|
|
|
|
|
稅後權益報酬率(%) |
-0.09 |
-0.59 |
1.44
|
0.20
|
3.84
|
2.72
|
4.72
|
0.50
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202506 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202505 |
290,812 |
1,843,238 |
-19.96 |
-20.46 |
-3.42 |
|
創近一年新低 |
1,091,291
|
-0.75 |
|
|
|
|
202504 |
363,340 |
1,552,426 |
-16.88 |
1.00
|
0.62
|
|
|
1,182,284
|
8.65 |
|
|
|
|
202503 |
437,139 |
1,189,086 |
14.49
|
16.81
|
0.51
|
-0.04 |
|
1,189,086
|
0.51 |
|
|
|
|
202502 |
381,805 |
751,947 |
3.15
|
7.81
|
-7.04 |
|
|
1,191,889
|
-1.91 |
|
|
|
|
202501 |
370,142 |
370,142 |
-15.87 |
-18.60 |
-18.60 |
|
|
1,169,083
|
-6.7 |
|
|
|
|
202412 |
439,942 |
4,398,659 |
22.55
|
8.29
|
-2.04 |
2.02
|
|
1,187,548
|
1.34 |
|
|
|
|
202411 |
358,999 |
3,958,717 |
-7.62 |
-8.42 |
-3.07 |
|
|
1,040,426
|
-9.06 |
|
|
|
|
202410 |
388,607 |
3,599,718 |
32.71
|
4.01
|
-2.51 |
|
|
1,050,798
|
-7.62 |
|
|
|
|
202409 |
292,820 |
3,211,111 |
-20.72 |
-22.63 |
-3.24 |
2.36
|
創近一年新低 |
990,608
|
-12.2 |
|
|
|
|
202408 |
369,371 |
2,918,291 |
12.47
|
-4.16 |
-0.74 |
|
|
1,009,852
|
-7.66 |
|
|
|
|
202407 |
328,417 |
2,548,920 |
5.24
|
-9.87 |
-0.23 |
|
|
1,006,085
|
-8.22 |
|
|
|
|
202406 |
312,064 |
2,220,503 |
-14.64 |
-9.25 |
1.38
|
1.81
|
創近一年新低 |
1,037,416
|
-3.7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1110 |
台灣企銀 |
25 |
25 |
0 |
9200 |
凱基 |
-89 |
36 |
125 |
|
|
|
|
9800 |
元大 |
24 |
38 |
14 |
9600 |
富邦 |
-41 |
27 |
68 |
|
|
|
|
6110 |
台中銀 |
22 |
22 |
0 |
1560 |
港商野村 |
-23 |
0 |
23 |
|
|
|
|
9300 |
華南永昌 |
20 |
21 |
1 |
1440 |
美林 |
-16 |
0 |
16 |
|
|
|
|
8560 |
新光 |
19 |
19 |
0 |
5260 |
美好 |
-5 |
0 |
5 |
|
|
|
|
8880 |
國泰 |
16 |
18 |
2 |
7030 |
致和 |
-5 |
7 |
12 |
|
|
|
|
9A00 |
永豐金 |
14 |
16 |
2 |
1650 |
新加坡商瑞銀 |
-4 |
4 |
8 |
|
|
|
|
5380 |
第一金 |
11 |
15 |
4 |
1480 |
美商高盛 |
-1 |
1 |
2 |
|
|
|
|
5850 |
統一 |
5 |
5 |
0 |
8840 |
玉山 |
-1 |
0 |
1 |
|
|
|
|
8150 |
台新 |
5 |
5 |
0 |
8440 |
摩根大通 |
0 |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250624 |
DDR4逆襲 DDR5飆出歷史新高度!華邦電剽悍登人氣王 |
|
|
|
|
20250618 |
DDR4暫停報價若玩真的?分析師:這2檔有機會挑戰天價 |
|
|
|
|
20250618 |
DDR4價格飆!南亞科傳「封盤」 股價漲停、逾1.3萬張等買 |
|
|
|
|
20250604 |
記憶體股嗨起來!南亞科營收報喜 放量挑戰50元關卡 |
|
|
|
|
20250513 |
漲價吸引外資助燃!DRAM 股人氣超夯 這檔驚喜又漲停 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-21.9 |
|
10日籌碼集中度 |
2.8 |
|
單日買賣超 |
-66 |
|
|
|
5日籌碼集中度 |
0.9 |
|
20日籌碼集中度 |
-1.7 |
|
累計買賣超 |
-401 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
1234 |
借券餘額 |
1302 |
千張大戶戶數 |
6 |
大戶比例 |
19.31 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/7/4 17:55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|