| 6227 |
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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| 6227 茂綸 |
實收資本額 |
761 (百萬) |
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| 市 場
別 |
OTC |
上 櫃 日 期 |
2003/01/14 |
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| 發 言
人 |
張聖鑫 |
電 話 |
(02)8913-2200 |
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| 地 址 |
新北市新店區北新路三段207-2號14樓 |
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| 產 業
別 |
電子上游-IC-通路 |
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| 主要產品 |
各種視聽器材各種電子電器零件之進出口貿易買賣業務、代理國內外有關廠商經銷代購有關上項產品及進出口業務、倉儲業 |
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| 2025/5/2 股價 |
99.00 |
法人買賣超合計(近一日) |
賣超 -562.205 張 |
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| 2025/5/2
漲跌 |
1.20
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法人買賣超合計(近一週) |
賣超 -4051.04 張 |
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| 2025/5/2
漲跌幅 |
1.23
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法人買賣超合計(近一月) |
賣超 -7493.78 張 |
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| 券 資 比 |
7.43
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自營連3買 |
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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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| 2023/05/30 |
4.30 |
0.20 |
2009/08/24 |
2023/08/24 |
4.34% |
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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 |
2025/05/27 |
3.80 |
0.00 |
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3.84% |
0% |
3.84% |
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| 2023 |
2024/05/30 |
2.50 |
0.00 |
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2024/08/22 |
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2.53% |
0% |
2.53% |
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| 2022 |
2023/05/30 |
4.30 |
0.00 |
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2023/08/24 |
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4.34% |
0% |
4.34% |
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| 2021 |
2022/05/26 |
3.35 |
0.00 |
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2022/08/25 |
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3.38% |
0% |
3.38% |
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| 機構估稅後EPS |
8.02 |
K(9) |
69.95 |
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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) |
35.70 |
D(9) |
64.38 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
12.34 |
周K(9) |
35.42 |
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0.8 |
1.6 |
2 |
1.6 |
0 |
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| 股價淨值比 |
2.77 |
周D(9) |
42.79 |
綜合評分: |
6 |
建議: |
列入追踪 |
目標價: |
113.85 |
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| 月線乖離率 |
12.47 |
季線乖離率 |
4.87 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
159.68 |
3*PB |
107.22 |
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| 股價 |
103.00 |
78.00 |
84.70 |
92.30 |
99.00 |
15*PE |
119.76 |
2*PB |
71.48 |
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| 成交量(千股) |
3,418 |
6,533 |
28,703 |
23,788 |
58,590 |
10*PE |
79.84 |
1*PB |
35.74 |
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| 資餘 |
2,625 |
1,983 |
2,813 |
3,455 |
3,434 |
5*PE |
39.92 |
0.5*PB |
17.87 |
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| 券餘 |
31 |
20 |
71 |
84 |
255 |
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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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3,387,047
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3,266,239
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3,120,669
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2,552,556
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3,099,410
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3,541,315
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3,510,280
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| 營業成本(千) |
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2,962,572
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2,941,148
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2,813,375
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2,316,369
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2,681,840
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3,189,094
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3,208,397
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| 營業毛利(千) |
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424,475
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325,091
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307,294
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236,187
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417,570
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352,221
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301,883
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| 營業費用(千) |
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231,012
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159,879
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161,674
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150,945
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203,900
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162,992
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157,888
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| 營業利益(千) |
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193,463
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165,212
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145,620
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85,242
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213,670
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189,229
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143,995
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| 營業外收入及支出(千) |
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44,437
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-24,880 |
6,563
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9,584
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-88,055 |
-52,095 |
-50,077 |
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| 稅前純益(千) |
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237,900
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140,332
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152,183
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94,826
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125,615
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137,134
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93,918
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| 所得稅(千) |
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43,325
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31,326
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14,839
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23,765
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23,275
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27,774
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8,215
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| 稅後純益(千) |
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194,575
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109,006
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137,344
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71,061
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102,340
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109,360
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85,703
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| 其他綜合損益(千) |
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15,012
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-7,393 |
4,439
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11,278
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-15,127 |
11,413
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7,065
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| 綜合損益(千) |
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209,587
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101,613
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141,783
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82,339
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87,213
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120,773
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92,768
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| 原始每股稅前盈餘(元) |
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3.13
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1.84
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2.00
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1.25
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1.65
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1.80
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1.23
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| 原始每股稅後盈餘(元) |
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2.27
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1.43
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1.80
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0.93
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1.01
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1.44
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1.13
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| 毛利率(%) |
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12.53
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9.95
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9.85
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9.25
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13.47
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9.95
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8.60
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| 營業利益率(%) |
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5.71
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5.06
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4.67
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3.34
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6.89
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5.34
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4.10
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| 稅後純益率(%) |
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5.74
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3.34
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4.40
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2.78
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3.30
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3.09
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2.44
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| 稅後權益報酬率(%) |
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7.37
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4.40
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5.84
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3.04
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4.28
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4.82
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3.96
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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 |
0.00 |
0.00 |
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0 |
0 |
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| 202503 |
1,201,130 |
3,494,830 |
-10.90 |
36.18
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36.91
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3,494,830
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36.91 |
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| 202502 |
1,348,040 |
2,293,700 |
42.55
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102.34
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37.30
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創近一年新高 |
3,367,022
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19 |
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| 202501 |
945,660 |
945,660 |
-11.89 |
-5.84 |
-5.84 |
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3,194,049
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5.13 |
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| 202412 |
1,073,322 |
12,326,511 |
-8.66 |
-7.39 |
-8.69 |
8.22 |
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3,270,565
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10.82 |
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| 202411 |
1,175,067 |
11,253,190 |
14.96
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34.33
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-7.71 |
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3,154,700
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8.53 |
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| 202410 |
1,022,176 |
10,078,123 |
6.76 |
11.43
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-10.95 |
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3,092,191
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-4.64 |
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| 202409 |
957,457 |
8,939,464 |
-13.94 |
-14.11 |
-14.05 |
5.09 |
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3,266,239
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-7.77 |
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| 202408 |
1,112,558 |
7,982,007 |
-6.99 |
-8.08 |
-14.04 |
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3,488,327
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-1.98 |
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| 202407 |
1,196,224 |
6,869,449 |
1.41 |
-1.64 |
-14.93 |
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3,322,782
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-8.98 |
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| 202406 |
1,179,545 |
5,673,225 |
24.55
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4.16 |
-17.29 |
3.25 |
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3,120,668
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-11.1 |
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| 202405 |
947,013 |
4,493,680 |
-4.74 |
-27.26 |
-21.53 |
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2,823,149
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-21.77 |
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| 202404 |
994,110 |
3,546,667 |
12.71
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-7.61 |
-19.85 |
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2,542,348
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-25.87 |
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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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| 9100 |
群益金鼎 |
83 |
330 |
247 |
8440 |
摩根大通 |
-250 |
51 |
301 |
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| 9800 |
元大 |
58 |
1304 |
1246 |
1650 |
新加坡商瑞銀 |
-98 |
122 |
220 |
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| 9600 |
富邦 |
47 |
468 |
421 |
1480 |
美商高盛 |
-66 |
28 |
94 |
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| 9300 |
華南永昌 |
46 |
268 |
222 |
1440 |
美林 |
-49 |
13 |
62 |
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| 5850 |
統一 |
38 |
202 |
164 |
9200 |
凱基 |
-41 |
860 |
901 |
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| 7000 |
兆豐 |
37 |
205 |
168 |
1470 |
台灣摩根士丹利 |
-35 |
0 |
35 |
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| 5320 |
高橋 |
35 |
42 |
7 |
5920 |
元富 |
-26 |
211 |
237 |
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| 1020 |
合庫 |
35 |
85 |
50 |
1560 |
港商野村 |
-24 |
0 |
24 |
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| 8150 |
台新 |
33 |
179 |
146 |
5380 |
第一金 |
-17 |
141 |
158 |
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| 8880 |
國泰 |
32 |
295 |
263 |
1110 |
台灣企銀 |
-7 |
13 |
20 |
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| 20250425 |
台股早盤漲逾500點挑戰2萬關卡 台積電開高36元 |
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| 20250425 |
最牛一輪／茂綸犀利 國泰48搶鏡 |
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| 20250418 |
台股電子權值大軍回神 電子通路族群齊漲、兩檔快攻漲停 |
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| 20250328 |
台股量縮周跌606點 軍工逆漲奪魁、5大權值全淪陷 |
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| 20250321 |
台股周漲241點終結三連黑！10大紅黑榜揭曉 |
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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 |
-6.7 |
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10日籌碼集中度 |
-3.4 |
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單日買賣超 |
-411 |
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| 5日籌碼集中度 |
-4.9 |
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20日籌碼集中度 |
-5 |
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累計買賣超 |
-6641 |
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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 |
707 |
借券餘額 |
1652 |
千張大戶戶數 |
3 |
大戶比例 |
69.24 |
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更新日期： |
2025/5/2 18:03 |
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