6412 |
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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6412 群電 |
實收資本額 |
4008 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2013/11/08 |
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發 言
人 |
陳學毅 |
電 話 |
02-66260678 |
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地 址 |
新北市三重區光復路二段 69 號30樓 |
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產 業
別 |
電子中游-電源供應器 |
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主要產品 |
交換式電源供應器之研發、製造及買賣、其他各種電子零組件及器材之研發、製造及買賣、LED應用產品之研發、製造及買賣及智慧建築系統業務 |
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2025/5/2 股價 |
109.00 |
法人買賣超合計(近一日) |
買超 245.998 張 |
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2025/5/2
漲跌 |
2.50
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法人買賣超合計(近一週) |
買超
223.81 張 |
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2025/5/2
漲跌幅 |
2.35
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法人買賣超合計(近一月) |
買超
136.77 張 |
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券 資 比 |
0.21
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投信連2買 |
自營連7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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2024/05/27 |
6.00 |
0.05 |
2018/07/26 |
2024/06/04 |
5.50% |
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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 |
2025/05/26 |
6.00 |
0.00 |
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2025/06/10 |
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5.5% |
0% |
5.5% |
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2023 |
2024/05/27 |
6.00 |
0.00 |
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2024/06/04 |
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5.5% |
0% |
5.5% |
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2022 |
2023/05/29 |
5.90 |
0.00 |
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2023/03/29 |
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5.41% |
0% |
5.41% |
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2021 |
2022/06/08 |
5.20 |
0.00 |
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2022/04/07 |
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4.77% |
0% |
4.77% |
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機構估稅後EPS |
9.61 |
K(9) |
86.27 |
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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) |
38.74 |
D(9) |
80.06 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
11.34 |
周K(9) |
39.5 |
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1.6 |
1.6 |
2 |
1.2 |
1.5 |
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股價淨值比 |
2.81 |
周D(9) |
32.35 |
綜合評分: |
7.9 |
建議: |
列入追踪 |
目標價: |
125.35 |
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月線乖離率 |
7.57 |
季線乖離率 |
-6.61 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
192.92 |
3*PB |
116.37 |
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股價 |
112.50 |
98.60 |
102.00 |
104.50 |
109.00 |
15*PE |
144.69 |
2*PB |
77.58 |
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成交量(千股) |
2,739 |
4,941 |
4,341 |
1,830 |
1,677 |
10*PE |
96.46 |
1*PB |
38.79 |
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資餘 |
2,398 |
2,032 |
2,036 |
959 |
934 |
5*PE |
48.23 |
0.5*PB |
19.40 |
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券餘 |
9 |
0 |
0 |
1 |
2 |
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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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9,870,086
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10,362,561
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8,897,788
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8,046,013
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9,008,849
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9,740,110
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9,270,460
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營業成本(千) |
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8,048,829
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8,186,981
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7,077,560
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6,371,319
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6,925,173
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7,553,813
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7,388,925
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營業毛利(千) |
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1,821,257
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2,175,580
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1,820,228
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1,674,694
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2,083,676
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2,186,297
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1,881,535
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營業費用(千) |
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963,718
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935,323
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906,745
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891,030
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954,196
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973,606
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988,975
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營業利益(千) |
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857,539
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1,240,257
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913,483
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783,664
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1,129,480
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1,212,691
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892,560
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營業外收入及支出(千) |
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204,266
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-136,344 |
228,078
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57,542
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120,295
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-31,435 |
107,079
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稅前純益(千) |
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1,061,805
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1,103,913
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1,141,561
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841,206
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1,249,775
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1,181,256
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999,639
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所得稅(千) |
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200,578
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216,925
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229,585
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160,348
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267,912
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239,674
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209,596
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稅後純益(千) |
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861,227
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886,988
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911,976
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680,858
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981,863
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941,582
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790,043
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其他綜合損益(千) |
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-184,626 |
365,477
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137,020
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178,783
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-150,103 |
275,082
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-285,595 |
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綜合損益(千) |
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676,601
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1,252,465
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1,048,996
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859,641
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831,760
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1,216,664
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504,448
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原始每股稅前盈餘(元) |
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2.65
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2.75
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2.85
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2.11
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3.13
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2.96
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2.51
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原始每股稅後盈餘(元) |
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2.15
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2.21
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2.28
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1.71
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2.46
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2.36
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1.98
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毛利率(%) |
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18.45
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20.99
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20.46
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20.81
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23.13
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22.45
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20.30
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營業利益率(%) |
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8.69
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11.97
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10.27
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9.74
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12.54
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12.45
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9.63
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稅後純益率(%) |
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8.73
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8.56
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10.25
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8.46
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10.90
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9.67
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8.52
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稅後權益報酬率(%) |
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5.67
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6.24
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7.05
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5.22
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7.33
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7.61
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6.87
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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 |
3,039,948 |
8,441,973 |
12.30
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9.68
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4.92
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8,441,973
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4.92 |
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202502 |
2,707,087 |
5,402,025 |
0.45
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8.37
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2.42
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8,669,660
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6.91 |
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202501 |
2,694,938 |
2,694,938 |
-17.53 |
-2.94 |
-2.94 |
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9,222,289
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6.77 |
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202412 |
3,267,635 |
37,176,448 |
0.24
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15.27
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2.38
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10.35
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9,870,086
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9.56 |
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202411 |
3,259,716 |
33,908,813 |
-2.48 |
7.73
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1.29
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10,222,852
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7 |
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202410 |
3,342,735 |
30,649,097 |
-7.67 |
6.18
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0.65
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10,495,514
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6.68 |
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202409 |
3,620,401 |
27,306,362 |
2.49
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7.12
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0.02
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7.70
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創近一年新高 |
10,362,561
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6.39 |
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202408 |
3,532,378 |
23,685,960 |
10.05
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6.71
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-0.99 |
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創近一年新高 |
10,049,117
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3.79 |
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202407 |
3,209,782 |
20,153,583 |
-2.94 |
5.23
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-2.22 |
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9,499,058
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-0.82 |
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202406 |
3,306,957 |
16,943,801 |
10.89
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-0.46 |
-3.52 |
4.95
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8,897,787
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-4.02 |
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202405 |
2,982,319 |
13,636,844 |
14.33
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-6.95 |
-4.23 |
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8,362,381
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-7.25 |
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202404 |
2,608,511 |
10,654,524 |
-5.88 |
-4.91 |
-3.44 |
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7,877,955
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-6.03 |
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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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8440 |
摩根大通 |
169 |
173 |
4 |
1380 |
台灣匯立 |
-126 |
0 |
126 |
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7000 |
兆豐 |
88 |
100 |
12 |
8840 |
玉山 |
-65 |
13 |
78 |
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1440 |
美林 |
49 |
51 |
2 |
5850 |
統一 |
-60 |
46 |
106 |
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1480 |
美商高盛 |
20 |
27 |
7 |
9800 |
元大 |
-35 |
35 |
70 |
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1470 |
台灣摩根士丹利 |
12 |
25 |
13 |
5920 |
元富 |
-25 |
17 |
42 |
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1560 |
港商野村 |
9 |
9 |
0 |
1020 |
合庫 |
-13 |
1 |
14 |
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1650 |
新加坡商瑞銀 |
7 |
20 |
13 |
1260 |
宏遠 |
-7 |
0 |
7 |
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9200 |
凱基 |
7 |
29 |
22 |
9600 |
富邦 |
-7 |
14 |
21 |
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8560 |
新光 |
1 |
5 |
4 |
8880 |
國泰 |
-5 |
53 |
58 |
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1590 |
花旗環球 |
1 |
1 |
0 |
9A00 |
永豐金 |
-4 |
6 |
10 |
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20250408 |
群電營收/3月30.4億元 月增12.3% |
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20250303 |
群電財報/去年每股純益8.34元創新高 去年度擬配發6元股息 |
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20250303 |
世界行動通訊大會 MWC 開幕 3月3日重要財經行事曆一次看 |
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20250221 |
群電EPS 估連三年逾8元 |
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20250205 |
群電1月營收 月減17% |
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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 |
6.8 |
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10日籌碼集中度 |
8.3 |
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單日買賣超 |
45 |
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5日籌碼集中度 |
13.6 |
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20日籌碼集中度 |
7.3 |
優 |
累計買賣超 |
286 |
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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 |
5306 |
借券餘額 |
6619 |
千張大戶戶數 |
34 |
大戶比例 |
79.89 |
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更新日期: |
2025/5/2 20:13 |
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