| 6148 |
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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| 6148 驊宏資 |
實收資本額 |
466 (百萬) |
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| 市 場
別 |
OTC |
上 櫃 日 期 |
2002/02/01 |
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| 發 言
人 |
高郁芬 |
電 話 |
(02)2356-3996 |
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| 地 址 |
台北市中正區北平東路30號5樓 |
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| 產 業
別 |
軟體-系統整合 |
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| 主要產品 |
電腦主機及儲存設備、網通設備、工程收入 |
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| 2025/5/2 股價 |
70.70 |
法人買賣超合計(近一日) |
買超 851.557 張 |
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| 2025/5/2
漲跌 |
-0.40
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法人買賣超合計(近一週) |
買超
739.95 張 |
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| 2025/5/2
漲跌幅 |
-0.56
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法人買賣超合計(近一月) |
買超
188.64 張 |
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| 券 資 比 |
38.73
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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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| 2023/06/28 |
0.75 |
0.23 |
2015/08/13 |
2023/04/07 |
1.06% |
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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 |
2025/06/24 |
1.38 |
0.00 |
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2025/04/01 |
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1.95% |
0% |
1.95% |
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| 2023 |
2024/06/27 |
1.20 |
0.00 |
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2024/04/02 |
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1.7% |
0% |
1.7% |
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| 2022 |
2023/06/28 |
0.75 |
0.00 |
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2023/04/07 |
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1.06% |
0% |
1.06% |
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| 2021 |
2022/06/28 |
1.00 |
0.00 |
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2022/04/07 |
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1.42% |
0% |
1.42% |
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| 機構估稅後EPS |
1.50 |
K(9) |
64.96 |
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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) |
13.01 |
D(9) |
69.31 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
47.13 |
周K(9) |
81.66 |
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0.4 |
1.2 |
1.2 |
0 |
0.5 |
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| 股價淨值比 |
5.43 |
周D(9) |
79.4 |
綜合評分: |
3.3 |
建議: |
不列入追踪 |
目標價: |
74.24 |
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| 月線乖離率 |
16.11 |
季線乖離率 |
50.25 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
30.02 |
3*PB |
38.99 |
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| 股價 |
49.65 |
55.70 |
66.40 |
66.50 |
70.70 |
15*PE |
22.52 |
2*PB |
25.99 |
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| 成交量(千股) |
58,913 |
203,479 |
299,975 |
148,508 |
191,569 |
10*PE |
15.01 |
1*PB |
13.00 |
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| 資餘 |
3,987 |
4,346 |
4,738 |
4,023 |
3,700 |
5*PE |
7.51 |
0.5*PB |
6.50 |
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| 券餘 |
417 |
1,534 |
501 |
574 |
1,433 |
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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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223,260
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225,698
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132,454
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173,164
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225,491
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172,038
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327,511
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| 營業成本(千) |
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170,448
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179,249
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96,168
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133,246
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171,968
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109,803
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244,509
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| 營業毛利(千) |
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52,812
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46,449
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36,286
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39,918
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53,523
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62,235
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83,002
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| 營業費用(千) |
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37,224
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37,759
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23,267
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24,076
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34,786
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49,241
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36,322
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| 營業利益(千) |
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15,588
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8,690
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13,019
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15,842
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18,737
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12,994
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46,680
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| 營業外收入及支出(千) |
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4,925
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22,426
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5,798
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-74 |
2,954
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9,658
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-1,963 |
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| 稅前純益(千) |
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20,513
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31,116
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18,817
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15,768
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21,691
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22,652
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44,717
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| 所得稅(千) |
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4,561
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2,412
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3,487
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3,798
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4,354
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4,583
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9,372
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| 稅後純益(千) |
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15,952
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28,704
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15,330
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11,970
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17,337
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18,069
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35,345
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| 其他綜合損益(千) |
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-755 |
0 |
0 |
0 |
-643 |
0 |
0 |
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| 綜合損益(千) |
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15,197
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28,704
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15,330
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11,970
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16,694
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18,069
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35,345
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| 原始每股稅前盈餘(元) |
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0.44
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0.67
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0.40
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0.34
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0.47
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0.49
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0.96
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| 原始每股稅後盈餘(元) |
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0.34
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0.62
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0.33
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0.26
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0.37
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0.39
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0.76
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| 毛利率(%) |
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23.65
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20.58
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27.40
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23.05
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23.74
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36.18
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25.34
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| 營業利益率(%) |
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6.98
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3.85
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9.83
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9.15
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8.31
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7.55
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14.25
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| 稅後純益率(%) |
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7.15
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12.72
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11.57
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6.91
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7.69
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10.50
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10.79
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| 稅後權益報酬率(%) |
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2.66
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4.98
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2.76
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2.10
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2.98
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3.20
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6.56
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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 |
52,611 |
170,704 |
-35.78 |
-39.97 |
-1.42 |
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170,704
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-1.42 |
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| 202502 |
81,919 |
118,093 |
126.46
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555.19
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38.07
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286,500
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68.73 |
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| 202501 |
36,174 |
36,174 |
-78.52 |
-50.46 |
-50.46 |
0.02
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230,689
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7.13 |
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| 202412 |
168,407 |
754,576 |
545.04
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99.86
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-14.74 |
1.85
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創近一年新高 |
223,261
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-0.99 |
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| 202411 |
26,108 |
586,169 |
-9.18 |
-55.01 |
-26.80 |
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189,765
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-28.1 |
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| 202410 |
28,746 |
560,061 |
-78.69 |
-65.45 |
-24.60 |
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234,356
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1.48 |
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| 202409 |
134,911 |
531,316 |
90.82
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9.96
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-19.44 |
1.41
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創近一年新高 |
225,697
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31.19 |
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| 202408 |
70,699 |
396,404 |
251.96
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182.21
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-26.16 |
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161,534
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65.74 |
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| 202407 |
20,087 |
325,705 |
-71.61 |
-17.30 |
-36.36 |
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126,455
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-54.89 |
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| 202406 |
70,748 |
305,618 |
98.62
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47.03
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-37.31 |
0.74
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132,454
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-59.56 |
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| 202405 |
35,620 |
234,870 |
36.55
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-82.87 |
-46.55 |
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149,340
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-56.55 |
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| 202404 |
26,086 |
199,250 |
-70.23 |
-63.52 |
-13.93 |
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126,223
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-29.2 |
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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 |
439 |
2426 |
1987 |
8560 |
新光 |
-206 |
725 |
931 |
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| 1020 |
合庫 |
181 |
365 |
184 |
8880 |
國泰 |
-159 |
1530 |
1689 |
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| 1480 |
美商高盛 |
140 |
527 |
387 |
9100 |
群益金鼎 |
-154 |
1412 |
1566 |
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| 1650 |
新加坡商瑞銀 |
93 |
512 |
419 |
9A00 |
永豐金 |
-111 |
1544 |
1655 |
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| 7000 |
兆豐 |
82 |
624 |
542 |
6110 |
台中銀 |
-73 |
73 |
146 |
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| 1560 |
港商野村 |
64 |
64 |
0 |
5920 |
元富 |
-70 |
481 |
551 |
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| 8440 |
摩根大通 |
37 |
155 |
118 |
9300 |
華南永昌 |
-64 |
712 |
776 |
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| 8710 |
陽信 |
12 |
22 |
10 |
9800 |
元大 |
-34 |
4661 |
4695 |
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| 5050 |
大展 |
12 |
13 |
1 |
5380 |
第一金 |
-29 |
385 |
414 |
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| 5260 |
美好 |
11 |
238 |
227 |
1230 |
彰銀 |
-27 |
10 |
37 |
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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 |
台股上漲393點收19,872點 台積電上揚24元收888元 |
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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 |
2.9 |
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10日籌碼集中度 |
0.3 |
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單日買賣超 |
654 |
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| 5日籌碼集中度 |
-0.2 |
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20日籌碼集中度 |
0.2 |
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累計買賣超 |
1135 |
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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 |
361 |
借券餘額 |
361 |
千張大戶戶數 |
7 |
大戶比例 |
36.9 |
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更新日期： |
2025/5/2 18:01 |
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