| 6187 |
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 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 6187 萬潤 |
實收資本額 |
977 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
OTC |
上 櫃 日 期 |
2002/09/27 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
盧慧萱 |
電 話 |
(07)607-1828 |
|
|
|
|
|
|
|
|
|
| 地 址 |
821011 高雄市路竹區路科十路1號 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
電子中游-儀器設備工程 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
機械設備製造業、光學儀器製造業、國際貿易業 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2025/5/2 股價 |
269.00 |
法人買賣超合計(近一日) |
賣超 -222.567 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌 |
14.00
|
法人買賣超合計(近一週) |
賣超 -1905.16 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌幅 |
5.49
|
法人買賣超合計(近一月) |
賣超 -522.87 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
8.64
|
外資連2賣 |
投信連6買 |
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
| 2023/06/15 |
3.06 |
0.45 |
2009/07/24 |
2023/07/25 |
1.14% |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
2025/06/20 |
10.22 |
0.00 |
|
|
|
3.8% |
0% |
3.8% |
|
|
|
|
| 2023 |
2024/06/18 |
1.47 |
0.00 |
|
2024/07/17 |
|
0.55% |
0% |
0.55% |
|
|
|
|
| 2022 |
2023/06/15 |
3.06 |
0.00 |
|
2023/07/25 |
|
1.14% |
0% |
1.14% |
|
|
|
|
| 2021 |
2022/06/09 |
4.50 |
0.00 |
|
2022/07/11 |
|
1.67% |
0% |
1.67% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
19.25 |
K(9) |
81.44 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
68.51 |
D(9) |
75.19 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
13.97 |
周K(9) |
25.13 |
|
1.6 |
1.6 |
2 |
1.2 |
1.5 |
|
|
|
|
| 股價淨值比 |
3.93 |
周D(9) |
19.51 |
綜合評分: |
7.9 |
建議: |
列入追踪 |
目標價: |
309.35 |
|
|
|
|
| 月線乖離率 |
10.93 |
季線乖離率 |
-15.35 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
384.29 |
3*PB |
200.25 |
|
|
|
|
| 股價 |
275.00 |
240.00 |
239.00 |
261.50 |
269.00 |
15*PE |
288.21 |
2*PB |
133.50 |
|
|
|
|
| 成交量(千股) |
6,271 |
7,326 |
8,581 |
17,100 |
11,395 |
10*PE |
192.14 |
1*PB |
66.75 |
|
|
|
|
| 資餘 |
4,227 |
3,218 |
3,485 |
4,047 |
4,097 |
5*PE |
96.07 |
0.5*PB |
33.37 |
|
|
|
|
| 券餘 |
296 |
45 |
116 |
407 |
354 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
| 營業收入淨額(千) |
|
1,597,544
|
1,942,400
|
1,271,522
|
723,154
|
369,999
|
331,647
|
275,907
|
|
|
|
|
| 營業成本(千) |
|
736,426
|
1,012,790
|
719,548
|
349,321
|
144,143
|
191,289
|
132,215
|
|
|
|
|
| 營業毛利(千) |
|
861,118
|
929,610
|
551,974
|
373,833
|
225,856
|
140,358
|
143,692
|
|
|
|
|
| 營業費用(千) |
|
353,112
|
457,838
|
287,326
|
191,102
|
152,459
|
131,087
|
153,104
|
|
|
|
|
| 營業利益(千) |
|
508,006
|
471,772
|
264,648
|
182,731
|
73,397
|
9,271
|
-9,412 |
|
|
|
|
| 營業外收入及支出(千) |
|
-5,477 |
82,677
|
35,001
|
26,440
|
1,538
|
22,554
|
49,742
|
|
|
|
|
| 稅前純益(千) |
|
502,529
|
554,449
|
299,649
|
209,171
|
74,935
|
31,825
|
40,330
|
|
|
|
|
| 所得稅(千) |
|
86,744
|
102,215
|
28,025
|
38,311
|
9,929
|
3,062
|
9,847
|
|
|
|
|
| 稅後純益(千) |
|
415,785
|
452,234
|
271,624
|
170,860
|
65,006
|
28,763
|
30,483
|
|
|
|
|
| 其他綜合損益(千) |
|
53,190
|
-1,037 |
159,101
|
42,911
|
-10,806 |
47,113
|
-58,018 |
|
|
|
|
| 綜合損益(千) |
|
468,975
|
451,197
|
430,725
|
213,771
|
54,200
|
75,876
|
-27,535 |
|
|
|
|
| 原始每股稅前盈餘(元) |
|
5.28
|
5.85
|
3.39
|
2.49
|
0.92
|
0.39
|
0.49
|
|
|
|
|
| 原始每股稅後盈餘(元) |
|
4.37
|
4.77
|
3.07
|
2.04
|
0.80
|
0.35
|
0.37
|
|
|
|
|
| 毛利率(%) |
|
53.90
|
47.86
|
43.41
|
51.69
|
61.04
|
42.32
|
52.08
|
|
|
|
|
| 營業利益率(%) |
|
31.80
|
24.29
|
20.81
|
25.27
|
19.84
|
2.80
|
-3.41 |
|
|
|
|
| 稅後純益率(%) |
|
26.03
|
23.28
|
21.36
|
23.63
|
17.57
|
8.67
|
11.05
|
|
|
|
|
| 稅後權益報酬率(%) |
|
6.68
|
9.29
|
7.55
|
5.82
|
2.65
|
1.20
|
1.24
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
444,081 |
1,235,345 |
4.93
|
43.97
|
70.83
|
|
|
1,235,345
|
70.83 |
|
|
|
|
| 202502 |
423,229 |
791,264 |
15.00
|
64.55
|
90.81
|
|
|
1,348,973
|
145.42 |
|
|
|
|
| 202501 |
368,035 |
368,035 |
-34.01 |
133.69
|
133.69
|
|
|
1,454,033
|
254.65 |
|
|
|
|
| 202412 |
557,709 |
5,534,620 |
5.57
|
313.19
|
359.19
|
16.06
|
|
1,597,544
|
331.77 |
|
|
|
|
| 202411 |
528,289 |
4,976,911 |
3.27
|
349.50
|
364.99
|
|
|
1,722,293
|
390.13 |
|
|
|
|
| 202410 |
511,546 |
4,448,622 |
-25.04 |
335.37
|
366.90
|
|
|
1,871,695
|
439 |
|
|
|
|
| 202409 |
682,458 |
3,937,076 |
0.70
|
486.44
|
371.33
|
10.91
|
創歷史新高 |
1,942,400
|
485.68 |
|
|
|
|
| 202408 |
677,691 |
3,254,618 |
16.39
|
497.69
|
352.70
|
|
創歷史新高 |
1,794,971
|
468.53 |
|
|
|
|
| 202407 |
582,251 |
2,576,927 |
8.83
|
471.46
|
325.55
|
|
創歷史新高 |
1,520,874
|
416.11 |
|
|
|
|
| 202406 |
535,029 |
1,994,676 |
32.57
|
432.64
|
296.03
|
5.22
|
創歷史新高 |
1,271,522
|
360.85 |
|
|
|
|
| 202405 |
403,594 |
1,459,647 |
21.24
|
337.05
|
262.00
|
|
創歷史新高 |
1,044,957
|
307.53 |
|
|
|
|
| 202404 |
332,899 |
1,056,053 |
7.92
|
300.54
|
239.71
|
|
創歷史新高 |
898,562
|
279.9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 9600 |
富邦 |
257 |
602 |
345 |
1470 |
台灣摩根士丹利 |
-211 |
68 |
279 |
|
|
|
|
| 9800 |
元大 |
92 |
633 |
541 |
1440 |
美林 |
-147 |
15 |
162 |
|
|
|
|
| 1480 |
美商高盛 |
79 |
179 |
100 |
5260 |
美好 |
-142 |
16 |
158 |
|
|
|
|
| 9200 |
凱基 |
71 |
503 |
432 |
8440 |
摩根大通 |
-104 |
54 |
158 |
|
|
|
|
| 9A00 |
永豐金 |
69 |
270 |
201 |
1650 |
新加坡商瑞銀 |
-45 |
122 |
167 |
|
|
|
|
| 8880 |
國泰 |
51 |
243 |
192 |
7000 |
兆豐 |
-32 |
82 |
114 |
|
|
|
|
| 7790 |
國票 |
15 |
51 |
36 |
1560 |
港商野村 |
-31 |
10 |
41 |
|
|
|
|
| 8150 |
台新 |
14 |
359 |
345 |
8450 |
康和 |
-23 |
22 |
45 |
|
|
|
|
| 5050 |
大展 |
10 |
12 |
2 |
8840 |
玉山 |
-22 |
65 |
87 |
|
|
|
|
| 6160 |
中國信託 |
10 |
52 |
42 |
8560 |
新光 |
-18 |
101 |
119 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 20250306 |
世芯5天跌掉470元 含淚讓出后位給力旺 |
|
|
|
|
| 20250304 |
台股下挫159點收22,596點 台積電下跌20元守住千元大關 |
|
|
|
|
| 20250228 |
萬潤2024年 EPS 14.57元 攀上高峰 |
|
|
|
|
| 20250218 |
大摩：需求強勁！AI 半導體七台廠受惠 評級「優於大盤」 |
|
|
|
|
| 20250212 |
MSCI 季度調整出爐 12檔新增股中僅這檔亮燈漲停 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
3.5 |
|
10日籌碼集中度 |
-2.3 |
|
單日買賣超 |
153 |
|
|
|
| 5日籌碼集中度 |
-7 |
|
20日籌碼集中度 |
-3.4 |
|
累計買賣超 |
-1624 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
4574 |
借券餘額 |
5959 |
千張大戶戶數 |
11 |
大戶比例 |
26.23 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期： |
2025/5/2 18:02 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
