6271 |
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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6271 同欣電 |
實收資本額 |
2091 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2007/11/16 |
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發 言
人 |
呂紹萍 |
電 話 |
03-3625000 |
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地 址 |
桃園市八德區和平路1125巷88號 |
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產 業
別 |
電子上游-IC-封測 |
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主要產品 |
影像產品47.41%、混合積體電路模組24.55%、陶瓷電路板15.61%、高頻無線通訊模組9.93%(影像產品、混合積體電路模組、陶瓷電路板) |
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2025/5/2 股價 |
106.50 |
法人買賣超合計(近一日) |
買超 198.129 張 |
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2025/5/2
漲跌 |
1.00
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法人買賣超合計(近一週) |
買超
554.08 張 |
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2025/5/2
漲跌幅 |
0.95
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法人買賣超合計(近一月) |
買超
3788.08 張 |
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券 資 比 |
0.65
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自營連2賣 |
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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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2024/05/30 |
2.40 |
3.00 |
2023/08/09 |
2024/06/27 |
2.25% |
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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 |
3.00 |
0.00 |
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2.82% |
0% |
2.82% |
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2023 |
2024/05/30 |
2.40 |
0.00 |
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2024/06/27 |
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2.25% |
0% |
2.25% |
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2022 |
2023/06/06 |
7.77 |
3.00 |
2023/08/09 |
2023/07/04 |
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10.11% |
0.03% |
7.3% |
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2021 |
2022/06/08 |
9.00 |
0.00 |
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2022/07/04 |
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8.45% |
0% |
8.45% |
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機構估稅後EPS |
8.72 |
K(9) |
83.38 |
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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) |
123.21 |
D(9) |
80.96 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
12.21 |
周K(9) |
38.25 |
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1.2 |
1.6 |
1.6 |
1.6 |
1 |
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股價淨值比 |
0.86 |
周D(9) |
30.32 |
綜合評分: |
7 |
建議: |
列入追踪 |
目標價: |
122.48 |
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月線乖離率 |
6.41 |
季線乖離率 |
-7.57 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
174.59 |
3*PB |
371.51 |
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股價 |
115.00 |
94.60 |
99.60 |
103.00 |
106.50 |
15*PE |
130.94 |
2*PB |
247.67 |
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成交量(千股) |
3,473 |
8,326 |
9,465 |
5,215 |
3,232 |
10*PE |
87.30 |
1*PB |
123.84 |
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資餘 |
5,479 |
4,018 |
4,203 |
4,099 |
4,013 |
5*PE |
43.65 |
0.5*PB |
61.92 |
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券餘 |
12 |
17 |
25 |
24 |
26 |
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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) |
2,908,662
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2,983,514
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3,067,551
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3,068,911
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2,971,018
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3,173,876
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2,666,822
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2,843,763
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營業成本(千) |
2,101,782
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2,212,641
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2,197,565
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2,202,385
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2,152,505
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2,295,692
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2,055,579
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2,358,756
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營業毛利(千) |
806,880
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770,873
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869,986
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866,526
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818,513
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878,184
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611,243
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485,007
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營業費用(千) |
397,589
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387,555
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398,701
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406,891
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389,890
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352,583
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356,076
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318,357
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營業利益(千) |
409,291
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383,318
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471,285
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459,635
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428,623
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525,601
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255,167
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166,650
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營業外收入及支出(千) |
265,912
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1,657
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59,517
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91,169
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27,229
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28,886
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100,103
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-148,368 |
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稅前純益(千) |
675,203
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384,975
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530,802
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550,804
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455,852
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554,487
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355,270
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18,282
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所得稅(千) |
92,058
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1,206
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1,365
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110,146
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91,267
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68,028
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75,631
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5,960
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稅後純益(千) |
583,145
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383,769
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529,437
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440,658
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364,585
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486,459
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279,639
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12,322
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其他綜合損益(千) |
15,312
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97,343
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-49,500 |
16,784
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67,077
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-70,356 |
50,454
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21,705
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綜合損益(千) |
598,457
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481,112
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479,937
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457,442
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431,662
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416,103
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330,093
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34,027
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原始每股稅前盈餘(元) |
3.23
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1.84
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2.54
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2.63
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2.18
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2.65
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1.70
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0.11
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原始每股稅後盈餘(元) |
2.79
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1.81
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2.53
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2.11
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1.74
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2.33
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1.34
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0.08
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毛利率(%) |
27.74
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25.84
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28.36
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28.24
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27.55
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27.67
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22.92
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17.06
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營業利益率(%) |
14.07
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12.85
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15.36
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14.98
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14.43
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16.56
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9.57
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5.86
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稅後純益率(%) |
20.05
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12.86
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17.26
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14.36
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12.27
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15.33
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10.49
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0.43
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稅後權益報酬率(%) |
2.26
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1.50
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2.11
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1.79
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1.49
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2.01
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1.17
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0.05
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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 |
1,043,518 |
2,908,662 |
8.68
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2.50
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-2.10 |
3.23
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2,908,662
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-2.1 |
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202502 |
960,143 |
1,865,144 |
6.09
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3.68
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-4.50 |
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2,816,853
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-7.31 |
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202501 |
905,001 |
905,001 |
-4.91 |
-11.87 |
-11.87 |
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創近一年新低 |
2,893,887
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-8.26 |
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202412 |
951,709 |
12,090,994 |
-8.24 |
-12.37 |
4.37
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9.19
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2,983,514
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-6 |
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202411 |
1,037,177 |
11,139,285 |
4.28
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-0.40 |
6.10
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3,010,356
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4.22 |
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202410 |
994,628 |
10,102,108 |
1.64
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-4.95 |
6.82
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3,017,410
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10 |
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202409 |
978,551 |
9,107,480 |
-6.29 |
22.23
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8.28
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7.35
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3,067,551
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15.03 |
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202408 |
1,044,231 |
8,128,929 |
-0.05 |
16.52
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6.81
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3,142,623
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11.98 |
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202407 |
1,044,769 |
7,084,698 |
-0.84 |
7.70
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5.52
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3,110,993
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8.74 |
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202406 |
1,053,623 |
6,039,929 |
4.05
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12.07
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5.15
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4.81
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3,068,911
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7.92 |
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202405 |
1,012,601 |
4,986,306 |
0.99
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6.52
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3.79
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3,033,369
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5.64 |
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202404 |
1,002,687 |
3,973,705 |
-1.51 |
5.21
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3.12
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2,946,793
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2.25 |
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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 |
62 |
81 |
19 |
9A00 |
永豐金 |
-95 |
10 |
105 |
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8960 |
香港上海匯豐 |
54 |
54 |
0 |
9800 |
元大 |
-81 |
40 |
121 |
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1480 |
美商高盛 |
49 |
50 |
1 |
6110 |
台中銀 |
-46 |
0 |
46 |
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1650 |
新加坡商瑞銀 |
49 |
55 |
6 |
1020 |
合庫 |
-21 |
9 |
30 |
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1470 |
台灣摩根士丹利 |
25 |
25 |
0 |
5260 |
美好 |
-19 |
1 |
20 |
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5320 |
高橋 |
21 |
22 |
1 |
8560 |
新光 |
-17 |
6 |
23 |
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6010 |
奔亞證券 |
17 |
20 |
3 |
5850 |
統一 |
-16 |
4 |
20 |
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1440 |
美林 |
15 |
26 |
11 |
6160 |
中國信託 |
-12 |
2 |
14 |
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7790 |
國票 |
11 |
28 |
17 |
9600 |
富邦 |
-8 |
11 |
19 |
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8840 |
玉山 |
6 |
27 |
21 |
6460 |
大昌 |
-4 |
0 |
4 |
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20250422 |
同欣電下修至120元 |
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20250421 |
里昂、大摩看同欣電 全年營收呈現溫和年增 |
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20250417 |
同欣電第1季 EPS 2.79元
富鼎1.45元 |
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20250414 |
PCB 族群掀漲停!AWS 伺服器、800G雙引擎助攻點火 |
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20250320 |
同欣電 拓展自駕車商機 |
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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 |
3.7 |
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10日籌碼集中度 |
4.5 |
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單日買賣超 |
23 |
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5日籌碼集中度 |
5.1 |
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20日籌碼集中度 |
0.7 |
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累計買賣超 |
-614 |
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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 |
3278 |
借券餘額 |
7619 |
千張大戶戶數 |
25 |
大戶比例 |
38.86 |
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更新日期: |
2025/5/2 20:10 |
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