6202 |
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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6202 盛群 |
實收資本額 |
2262 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2004/09/27 |
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發 言
人 |
潘建州 |
電 話 |
(03)5631999 |
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地 址 |
新竹科學園區新竹市研新二路3號 |
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產 業
別 |
電子上游-IC-設計 |
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主要產品 |
各種積體電路之研究、設計開發、製造及銷售 |
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2025/5/2 股價 |
41.40 |
法人買賣超合計(近一日) |
買超 80.571 張 |
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2025/5/2
漲跌 |
0.70
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法人買賣超合計(近一週) |
買超
389.48 張 |
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2025/5/2
漲跌幅 |
1.72
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法人買賣超合計(近一月) |
賣超 -243.6 張 |
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券 資 比 |
1.70
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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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2024/05/29 |
4.00 |
0.04 |
2009/07/31 |
2023/08/16 |
9.66% |
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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 |
2025/05/28 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2023 |
2024/05/29 |
0.45 |
0.00 |
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2024/08/14 |
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1.09% |
0% |
1.09% |
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2022 |
2023/05/24 |
4.00 |
0.00 |
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2023/08/16 |
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9.66% |
0% |
9.66% |
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2021 |
2022/05/24 |
8.12 |
0.00 |
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2022/08/09 |
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19.62% |
0% |
19.62% |
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機構估稅後EPS |
1.16 |
K(9) |
81.97 |
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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) |
16.44 |
D(9) |
76.14 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
35.69 |
周K(9) |
33.76 |
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1.6 |
1.6 |
1.2 |
2 |
0.5 |
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股價淨值比 |
2.52 |
周D(9) |
32.64 |
綜合評分: |
6.9 |
建議: |
列入追踪 |
目標價: |
47.61 |
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月線乖離率 |
7.17 |
季線乖離率 |
-10.45 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
23.19 |
3*PB |
47.77 |
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股價 |
45.20 |
35.60 |
38.95 |
38.80 |
41.40 |
15*PE |
17.39 |
2*PB |
31.85 |
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成交量(千股) |
1,926 |
4,740 |
2,735 |
1,444 |
2,231 |
10*PE |
11.60 |
1*PB |
15.92 |
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資餘 |
5,011 |
3,274 |
3,182 |
3,213 |
3,235 |
5*PE |
5.80 |
0.5*PB |
7.96 |
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券餘 |
25 |
26 |
33 |
30 |
55 |
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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) |
760,939
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692,221
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683,295
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682,586
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443,528
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488,227
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631,284
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715,722
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營業成本(千) |
466,614
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432,068
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422,815
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402,420
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281,483
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334,425
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378,244
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388,360
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營業毛利(千) |
294,325
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260,153
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260,480
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280,166
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162,045
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153,802
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253,040
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327,362
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營業費用(千) |
276,255
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309,353
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336,785
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339,574
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259,084
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244,374
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327,834
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284,873
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營業利益(千) |
15,431
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-39,447 |
-78,346 |
-58,334 |
-60,660 |
-48,084 |
-403 |
104,052
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營業外收入及支出(千) |
31,243
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887
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7,105
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23,963
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14,118
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-8,361 |
24,834
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-39,438 |
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稅前純益(千) |
46,674
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-38,560 |
-71,241 |
-34,371 |
-46,542 |
-56,445 |
24,431
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64,614
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所得稅(千) |
-47,050 |
-43,250 |
561
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100
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24 |
-39,078 |
-13,799 |
8,902
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稅後純益(千) |
93,724
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4,690
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-71,802 |
-34,471 |
-46,566 |
-17,367 |
38,230
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55,712
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其他綜合損益(千) |
30,877
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-15,433 |
27,064
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2,506
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-202,022 |
40,195
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45,161
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-50,745 |
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綜合損益(千) |
124,601
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-10,743 |
-44,738 |
-31,965 |
-248,588 |
22,828
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83,391
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4,967
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原始每股稅前盈餘(元) |
0.21
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-0.17 |
-0.31 |
-0.15 |
-0.21 |
-0.25 |
0.11
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0.29
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原始每股稅後盈餘(元) |
0.40
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0.01
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-0.32 |
-0.15 |
-0.20 |
-0.08 |
0.16
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0.25
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毛利率(%) |
38.68
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37.58
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38.12
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41.04
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36.54
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31.50
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40.08
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45.74
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營業利益率(%) |
2.03
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-5.70 |
-11.47 |
-8.55 |
-13.68 |
-9.85 |
-0.06 |
14.54
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稅後純益率(%) |
12.32
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0.68
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-10.51 |
-5.05 |
-10.50 |
-3.56 |
6.06
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7.78
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稅後權益報酬率(%) |
2.52
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0.13
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-1.95 |
-0.91 |
-1.17 |
-0.42 |
0.95
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1.25
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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 |
265,943 |
760,939 |
2.63
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43.47
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71.57
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0.21
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創近一年新高 |
760,939
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71.57 |
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202502 |
259,139 |
494,996 |
9.87
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147.61
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91.74
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創近一年新高 |
719,830
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74.33 |
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202501 |
235,857 |
235,857 |
4.90
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53.65
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53.65
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698,782
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51 |
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202412 |
224,834 |
2,501,630 |
-5.57 |
45.29
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-3.64 |
-0.84 |
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692,221
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41.78 |
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202411 |
238,091 |
2,276,796 |
3.84
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54.09
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-6.74 |
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703,351
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32.4 |
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202410 |
229,296 |
2,038,705 |
-2.83 |
28.12
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-10.85 |
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683,882
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15.82 |
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202409 |
235,964 |
1,809,409 |
7.93
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19.31
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-14.16 |
-0.67 |
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683,295
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8.24 |
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202408 |
218,622 |
1,573,445 |
-4.41 |
2.29
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-17.62 |
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687,057
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0.82 |
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202407 |
228,709 |
1,354,823 |
-4.60 |
4.06
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-20.13 |
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705,388
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0.06 |
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202406 |
239,726 |
1,126,114 |
1.17
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-3.31 |
-23.73 |
-0.36 |
創近一年新高 |
682,586
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-4.63 |
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202405 |
236,953 |
886,388 |
15.08
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-0.11 |
-27.86 |
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628,229
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-12.12 |
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202404 |
205,907 |
649,435 |
11.08
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-10.70 |
-34.49 |
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495,930
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-33.05 |
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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 |
45 |
70 |
25 |
9800 |
元大 |
-18 |
29 |
47 |
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1650 |
新加坡商瑞銀 |
23 |
30 |
7 |
1020 |
合庫 |
-17 |
0 |
17 |
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9600 |
富邦 |
20 |
26 |
6 |
8440 |
摩根大通 |
-15 |
18 |
33 |
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1440 |
美林 |
11 |
38 |
27 |
5920 |
元富 |
-14 |
2 |
16 |
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9300 |
華南永昌 |
9 |
13 |
4 |
5380 |
第一金 |
-13 |
0 |
13 |
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1470 |
台灣摩根士丹利 |
8 |
10 |
2 |
7790 |
國票 |
-7 |
0 |
7 |
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1260 |
宏遠 |
3 |
3 |
0 |
8880 |
國泰 |
-7 |
9 |
16 |
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6160 |
中國信託 |
3 |
4 |
1 |
9A00 |
永豐金 |
-6 |
7 |
13 |
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9100 |
群益金鼎 |
3 |
7 |
4 |
1230 |
彰銀 |
-4 |
0 |
4 |
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6210 |
新百王 |
1 |
1 |
0 |
8150 |
台新 |
-3 |
1 |
4 |
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20250429 |
盛群安防、醫療出貨旺 |
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20250409 |
盛群營收/3月業績站上近27個月高點 |
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20250409 |
可成3月合併營收月增15% 盛群增2% |
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20250211 |
盛群法說會/可望淡季不淡 今年的營運表現將優於去年 |
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20241217 |
聯電傳奪高通先進封裝大單股價反彈 這3檔也沾光上漲 |
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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 |
18.3 |
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10日籌碼集中度 |
4.2 |
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單日買賣超 |
55 |
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5日籌碼集中度 |
3.5 |
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20日籌碼集中度 |
-7 |
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累計買賣超 |
-974 |
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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 |
3420 |
借券餘額 |
7279 |
千張大戶戶數 |
19 |
大戶比例 |
29.28 |
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更新日期: |
2025/5/2 20:08 |
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