| 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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| 2025/7/4 股價 |
117.00 |
法人買賣超合計(近一日) |
買超 141.054 張 |
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| 2025/7/4
漲跌 |
-0.50
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法人買賣超合計(近一週) |
買超
2674.77 張 |
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| 2025/7/4
漲跌幅 |
-0.43
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法人買賣超合計(近一月) |
買超
7054.92 張 |
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| 券 資 比 |
15.37
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外資連7賣 |
投信連5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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| 2024/05/27 |
6.00 |
0.05 |
2018/07/26 |
2024/06/04 |
5.13% |
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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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5.13% |
0% |
5.13% |
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| 2023 |
2024/05/27 |
6.00 |
0.00 |
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2024/06/04 |
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5.13% |
0% |
5.13% |
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| 2022 |
2023/05/29 |
5.90 |
0.00 |
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2023/03/29 |
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5.04% |
0% |
5.04% |
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| 2021 |
2022/06/08 |
5.20 |
0.00 |
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2022/04/07 |
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4.44% |
0% |
4.44% |
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| 機構估稅後EPS |
8.59 |
K(9) |
51.65 |
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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) |
34.37 |
D(9) |
38.59 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
13.62 |
周K(9) |
65.04 |
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1.6 |
0.8 |
1.6 |
1.2 |
0.5 |
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| 股價淨值比 |
3.40 |
周D(9) |
65.8 |
綜合評分: |
5.7 |
建議: |
列入追踪 |
目標價: |
123.39 |
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| 月線乖離率 |
2.68 |
季線乖離率 |
8.07 |
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2025/6/6 |
2025/6/13 |
2025/6/20 |
2025/6/27 |
2025/7/4 |
20*PE |
172.06 |
3*PB |
103.24 |
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| 股價 |
125.00 |
115.00 |
108.50 |
106.00 |
117.00 |
15*PE |
129.04 |
2*PB |
68.82 |
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| 成交量(千股) |
18,316 |
17,303 |
15,937 |
10,179 |
20,514 |
10*PE |
86.03 |
1*PB |
34.41 |
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| 資餘 |
683 |
781 |
1,074 |
1,096 |
807 |
5*PE |
43.01 |
0.5*PB |
17.21 |
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| 券餘 |
0 |
125 |
40 |
37 |
124 |
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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) |
8,441,973
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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) |
6,982,459
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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) |
1,459,514
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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) |
884,657
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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) |
574,857
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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) |
-80,793 |
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) |
494,064
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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) |
91,191
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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) |
402,873
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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) |
264,067
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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) |
666,940
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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) |
1.23
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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) |
1.01
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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(%) |
17.29
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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(%) |
6.81
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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(%) |
4.77
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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(%) |
2.75
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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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| 202506 |
3,124,005 |
17,572,104 |
3.64
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-5.53 |
3.71
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9,130,130
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2.61 |
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| 202505 |
3,014,296 |
14,448,098 |
0.75
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1.07
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5.95
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9,046,073
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8.18 |
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| 202504 |
2,991,829 |
11,433,803 |
-1.58 |
14.69
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7.31
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8,738,864
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10.93 |
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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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1.23
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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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| 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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| 7000 |
兆豐 |
1598 |
1838 |
240 |
1470 |
台灣摩根士丹利 |
-418 |
65 |
483 |
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| 9800 |
元大 |
56 |
509 |
453 |
1480 |
美商高盛 |
-296 |
0 |
296 |
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| 6160 |
中國信託 |
32 |
59 |
27 |
1650 |
新加坡商瑞銀 |
-269 |
33 |
302 |
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| 1030 |
土銀 |
4 |
6 |
2 |
8880 |
國泰 |
-195 |
47 |
242 |
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| 6380 |
光和 |
3 |
4 |
1 |
9200 |
凱基 |
-155 |
403 |
558 |
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| 6210 |
新百王 |
1 |
1 |
0 |
1590 |
花旗環球 |
-113 |
0 |
113 |
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| 1230 |
彰銀 |
1 |
2 |
1 |
1440 |
美林 |
-66 |
27 |
93 |
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| 6210 |
新百王 |
1 |
1 |
0 |
8440 |
摩根大通 |
-27 |
22 |
49 |
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| 7030 |
致和 |
0 |
1 |
1 |
9600 |
富邦 |
-26 |
46 |
72 |
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| 7080 |
石橋 |
0 |
4 |
4 |
8840 |
玉山 |
-23 |
69 |
92 |
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| 20250704 |
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| 20250703 |
群電營收／6月31.24億元為今年以來高點 下半年 AI 伺服器大躍進 |
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| 20250606 |
重要指數成分股調整 納入、候補名單一次看 |
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| 20250604 |
群電5月合併營收月增0.8% 精測增0.7％ |
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| 20250603 |
00919換股一次看！刪除6檔 新增國泰金、陽明、虎航等16檔 |
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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 |
1.9 |
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10日籌碼集中度 |
1.9 |
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單日買賣超 |
73 |
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| 5日籌碼集中度 |
8.2 |
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20日籌碼集中度 |
1.1 |
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累計買賣超 |
272 |
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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 |
12656 |
借券餘額 |
14419 |
千張大戶戶數 |
34 |
大戶比例 |
82.64 |
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更新日期： |
2025/7/4 20:14 |
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