6207 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
6207 雷科 |
實收資本額 |
797 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
OTC |
上 櫃 日 期 |
2002/12/23 |
|
|
|
|
|
|
|
|
|
發 言
人 |
唐靜玲 |
電 話 |
07-8159877 |
|
|
|
|
|
|
|
|
|
地 址 |
高雄市前鎮區新生路二四八之三十九號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子中游-儀器設備工程 |
|
|
|
|
|
|
|
|
|
主要產品 |
表面黏著元件&SMD捲裝材料、雷射修整機、陶瓷基板雷射切割機、劃線、鑽孔、自動光學檢查系統、迴銲爐 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
43.80 |
法人買賣超合計(近一日) |
買超 18.86 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.80 |
法人買賣超合計(近一週) |
買超
115.62 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
1.86 |
法人買賣超合計(近一月) |
買超
1549.45 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.48 |
|
|
自營連2賣 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2023/06/20 |
1.50 |
0.30 |
2013/08/13 |
2023/07/14 |
3.42% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/18 |
1.50 |
0.00 |
|
|
|
3.42% |
0% |
3.42% |
|
|
|
|
2023 |
2024/06/19 |
1.50 |
0.00 |
|
2024/06/21 |
|
3.42% |
0% |
3.42% |
|
|
|
|
2022 |
2023/06/20 |
1.50 |
0.00 |
|
2023/07/14 |
|
3.42% |
0% |
3.42% |
|
|
|
|
2021 |
2022/06/24 |
1.50 |
0.00 |
|
2022/08/02 |
|
3.42% |
0% |
3.42% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
2.01 |
K(9) |
75.77 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
24.91 |
D(9) |
75.98 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
21.79 |
周K(9) |
31.17 |
|
0.8 |
1.6 |
1.2 |
0.4 |
0.5 |
|
|
|
|
股價淨值比 |
1.76 |
周D(9) |
25.8 |
綜合評分: |
4.5 |
建議: |
觀望 |
目標價: |
50.37 |
|
|
|
|
月線乖離率 |
8.01 |
季線乖離率 |
-10.95 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
40.18 |
3*PB |
74.66 |
|
|
|
|
股價 |
47.45 |
36.90 |
40.20 |
42.15 |
43.80 |
15*PE |
30.14 |
2*PB |
49.77 |
|
|
|
|
成交量(千股) |
2,070 |
3,255 |
2,119 |
2,714 |
2,011 |
10*PE |
20.09 |
1*PB |
24.89 |
|
|
|
|
資餘 |
4,574 |
3,293 |
3,095 |
3,062 |
3,101 |
5*PE |
10.05 |
0.5*PB |
12.44 |
|
|
|
|
券餘 |
42 |
0 |
6 |
22 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
425,376
|
293,290
|
357,081
|
285,437
|
401,077
|
332,983
|
223,081
|
|
|
|
|
營業成本(千) |
|
297,615
|
204,594
|
233,109
|
196,552
|
252,080
|
234,569
|
152,394
|
|
|
|
|
營業毛利(千) |
|
127,761
|
88,696
|
123,972
|
88,885
|
148,997
|
98,414
|
70,687
|
|
|
|
|
營業費用(千) |
|
79,432
|
73,012
|
87,188
|
79,091
|
65,788
|
80,457
|
73,314
|
|
|
|
|
營業利益(千) |
|
48,329
|
15,684
|
36,784
|
9,794
|
83,209
|
17,957
|
-2,627 |
|
|
|
|
營業外收入及支出(千) |
|
191 |
1,953
|
17,662
|
71,041
|
-31,724 |
37,983
|
38,155
|
|
|
|
|
稅前純益(千) |
|
48,520
|
17,637
|
54,446
|
80,835
|
51,485
|
55,940
|
35,528
|
|
|
|
|
所得稅(千) |
|
11,638
|
6,729
|
16,330
|
2,392
|
20,512
|
11,839
|
12,860
|
|
|
|
|
稅後純益(千) |
|
36,882
|
10,908
|
38,116
|
78,443
|
30,973
|
44,101
|
22,668
|
|
|
|
|
其他綜合損益(千) |
|
27,052
|
-34,386 |
22,225
|
124,482
|
-98,117 |
90,743
|
55,380
|
|
|
|
|
綜合損益(千) |
|
63,934
|
-23,478 |
60,341
|
202,925
|
-67,144 |
134,844
|
78,048
|
|
|
|
|
原始每股稅前盈餘(元) |
|
0.61 |
0.22 |
0.68 |
1.01 |
0.65 |
0.70 |
0.45 |
|
|
|
|
原始每股稅後盈餘(元) |
|
0.46 |
0.14 |
0.48 |
0.99 |
0.39 |
0.56 |
0.28 |
|
|
|
|
毛利率(%) |
|
30.03
|
30.24
|
34.72
|
31.14
|
37.15
|
29.56
|
31.69
|
|
|
|
|
營業利益率(%) |
|
11.36
|
5.35 |
10.30
|
3.43 |
20.75
|
5.39 |
-1.18 |
|
|
|
|
稅後純益率(%) |
|
8.67 |
3.72 |
10.67
|
27.48
|
7.72 |
13.24
|
10.16
|
|
|
|
|
稅後權益報酬率(%) |
|
1.89 |
0.56 |
1.99 |
4.25 |
1.68 |
2.44 |
1.33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
137,789 |
279,811 |
82.77 |
60.78 |
-2.05 |
|
|
279,811
|
-2.05 |
|
|
|
|
202502 |
75,389 |
142,022 |
13.14 |
-9.09 |
-28.97 |
|
|
359,673
|
6.98 |
|
|
|
|
202501 |
66,633 |
66,633 |
-69.39 |
-43.07 |
-43.07 |
|
創近一年新低 |
393,315
|
-6.3 |
|
|
|
|
202412 |
217,651 |
1,361,184 |
99.62 |
59.75 |
15.57 |
2.53 |
創近一年新高 |
427,106
|
8.12 |
|
|
|
|
202411 |
109,031 |
1,146,043 |
8.57 |
-34.51 |
9.73 |
|
|
304,431
|
-13.31 |
|
|
|
|
202410 |
100,424 |
1,037,012 |
5.74 |
8.80 |
18.12 |
|
|
290,162
|
-4.93 |
|
|
|
|
202409 |
94,976 |
935,808 |
0.23 |
2.82 |
20.48 |
1.92 |
|
294,295
|
-13.96 |
|
|
|
|
202408 |
94,762 |
841,612 |
-9.37 |
-21.39 |
21.40 |
|
|
298,345
|
-8.64 |
|
|
|
|
202407 |
104,557 |
746,850 |
5.59 |
-19.02 |
30.41 |
|
|
333,768
|
20.07 |
|
|
|
|
202406 |
99,026 |
642,518 |
-23.93 |
28.76 |
44.79 |
1.70 |
|
356,637
|
65.42 |
|
|
|
|
202405 |
130,185 |
543,267 |
2.17 |
80.92 |
48.16 |
|
|
343,309
|
46.29 |
|
|
|
|
202404 |
127,426 |
413,082 |
48.69
|
90.95
|
40.16
|
|
|
296,047
|
33.1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
6380 |
光和 |
11 |
11 |
0 |
9100 |
群益金鼎 |
-20 |
9 |
29 |
|
|
|
|
1480 |
美商高盛 |
9 |
13 |
4 |
8880 |
國泰 |
-12 |
6 |
18 |
|
|
|
|
1020 |
合庫 |
7 |
7 |
0 |
9200 |
凱基 |
-7 |
21 |
28 |
|
|
|
|
6160 |
中國信託 |
7 |
8 |
1 |
9A00 |
永豐金 |
-5 |
2 |
7 |
|
|
|
|
9800 |
元大 |
6 |
33 |
27 |
8840 |
玉山 |
-4 |
0 |
4 |
|
|
|
|
1440 |
美林 |
4 |
10 |
6 |
9300 |
華南永昌 |
-4 |
2 |
6 |
|
|
|
|
1650 |
新加坡商瑞銀 |
4 |
21 |
17 |
5380 |
第一金 |
-3 |
0 |
3 |
|
|
|
|
5850 |
統一 |
3 |
8 |
5 |
8150 |
台新 |
-2 |
0 |
2 |
|
|
|
|
5850 |
統一 |
3 |
8 |
5 |
8450 |
康和 |
-1 |
10 |
11 |
|
|
|
|
7790 |
國票 |
3 |
3 |
0 |
8490 |
京城 |
-1 |
0 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20240702 |
雷科三引擎 動能強勁 |
|
|
|
|
20240701 |
櫃買公告第3季得為認購權證之標的證券 |
|
|
|
|
20240610 |
陳奕光專欄/CoWoS設備鏈 乘勢布局 |
|
|
|
|
20240521 |
台股跌34點收21,236點、台積電漲6元收841元
櫃買指數由黑翻紅 |
|
|
|
|
20240515 |
台股漲161點站穩21,100點大關再創新高 台積電漲14元收839元 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
5.9 |
|
10日籌碼集中度 |
4.7 |
|
單日買賣超 |
13 |
|
|
|
5日籌碼集中度 |
3.3 |
|
20日籌碼集中度 |
0.2 |
|
累計買賣超 |
-171 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
2290 |
借券餘額 |
2647 |
千張大戶戶數 |
6 |
大戶比例 |
15.47 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 18:03 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|