6568 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
6568 宏觀 |
實收資本額 |
310 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
OTC |
上 櫃 日 期 |
2016/12/28 |
|
|
|
|
|
|
|
|
|
發 言
人 |
陳俊傑 |
電 話 |
(03)5506258 |
|
|
|
|
|
|
|
|
|
地 址 |
新竹縣竹北市成功十二街28號8樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子上游-IC-設計 |
|
|
|
|
|
|
|
|
|
主要產品 |
射頻積體(RFIC)電路之設計、製造與銷售 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
100.50 |
法人買賣超合計(近一日) |
買超 0.318 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.60
|
法人買賣超合計(近一週) |
賣超 -4.31 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
0.60
|
法人買賣超合計(近一月) |
買超
179.36 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.00
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2023/06/13 |
4.02 |
2.02 |
2021/08/19 |
2023/07/05 |
4.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/05/27 |
2.00 |
0.00 |
|
2025/05/29 |
|
1.99% |
0% |
1.99% |
|
|
|
|
2023 |
2024/06/18 |
1.82 |
0.00 |
|
2024/06/18 |
|
1.81% |
0% |
1.81% |
|
|
|
|
2022 |
2023/06/13 |
4.02 |
0.00 |
|
2023/07/05 |
|
4% |
0% |
4% |
|
|
|
|
2021 |
2022/06/15 |
5.02 |
0.00 |
|
2022/07/05 |
|
4.99% |
0% |
4.99% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
4.13 |
K(9) |
72.73 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
47.55 |
D(9) |
65.25 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
24.33 |
周K(9) |
16.29 |
|
1.2 |
1.2 |
1.6 |
1.6 |
0.5 |
|
|
|
|
股價淨值比 |
2.11 |
周D(9) |
17.88 |
綜合評分: |
6.1 |
建議: |
列入追踪 |
目標價: |
115.58 |
|
|
|
|
月線乖離率 |
3.55 |
季線乖離率 |
-21.87 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
82.72 |
3*PB |
141.55 |
|
|
|
|
股價 |
117.00 |
93.50 |
95.30 |
96.10 |
100.50 |
15*PE |
62.04 |
2*PB |
94.37 |
|
|
|
|
成交量(千股) |
475 |
885 |
508 |
321 |
385 |
10*PE |
41.36 |
1*PB |
47.18 |
|
|
|
|
資餘 |
433 |
320 |
297 |
257 |
261 |
5*PE |
20.68 |
0.5*PB |
23.59 |
|
|
|
|
券餘 |
1 |
1 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
275,196
|
285,968
|
259,501
|
244,826
|
201,657
|
259,857
|
233,163
|
|
|
|
|
營業成本(千) |
|
176,715
|
181,653
|
149,709
|
143,276
|
161,370
|
151,684
|
154,337
|
|
|
|
|
營業毛利(千) |
|
98,481
|
104,315
|
109,792
|
101,550
|
40,287
|
108,173
|
78,826
|
|
|
|
|
營業費用(千) |
|
87,722
|
78,271
|
69,267
|
77,596
|
65,376
|
81,852
|
74,897
|
|
|
|
|
營業利益(千) |
|
10,847
|
25,614
|
40,710
|
23,695
|
-25,471 |
26,321
|
4,771
|
|
|
|
|
營業外收入及支出(千) |
|
15,979
|
4,959
|
726
|
10,066
|
-2,403 |
10,114
|
-3,381 |
|
|
|
|
稅前純益(千) |
|
26,826
|
30,573
|
41,436
|
33,761
|
-27,874 |
36,435
|
1,390
|
|
|
|
|
所得稅(千) |
|
4,623
|
-1,201 |
5,772
|
6,297
|
-5,959 |
6,901
|
-9,953 |
|
|
|
|
稅後純益(千) |
|
22,203
|
31,774
|
35,664
|
27,464
|
-21,915 |
29,534
|
11,343
|
|
|
|
|
其他綜合損益(千) |
|
-495 |
-397 |
-1,949 |
954
|
-2,117 |
3,190
|
-2,324 |
|
|
|
|
綜合損益(千) |
|
21,708
|
31,377
|
33,715
|
28,418
|
-24,032 |
32,724
|
9,019
|
|
|
|
|
原始每股稅前盈餘(元) |
|
0.87
|
1.00
|
1.36
|
1.10
|
-0.91 |
1.19
|
0.05
|
|
|
|
|
原始每股稅後盈餘(元) |
|
0.72
|
1.04
|
1.17
|
0.90
|
-0.72 |
0.97
|
0.37
|
|
|
|
|
毛利率(%) |
|
35.79
|
36.48
|
42.31
|
41.48
|
19.98
|
41.63
|
33.81
|
|
|
|
|
營業利益率(%) |
|
3.94
|
8.96
|
15.69
|
9.68
|
-12.63 |
10.13
|
2.05
|
|
|
|
|
稅後純益率(%) |
|
8.07
|
11.11
|
13.74
|
11.22
|
-10.87 |
11.37
|
4.86
|
|
|
|
|
稅後權益報酬率(%) |
|
1.53
|
2.23
|
2.51
|
1.94
|
-1.54 |
2.08
|
0.81
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
89,405 |
269,723 |
36.21
|
-11.24 |
10.17
|
|
|
269,723
|
10.17 |
|
|
|
|
202502 |
65,636 |
180,318 |
-42.77 |
23.12
|
25.14
|
|
創近一年新低 |
287,628
|
39.99 |
|
|
|
|
202501 |
114,682 |
114,682 |
6.87
|
26.33
|
26.33
|
|
創近一年新高 |
305,848
|
33.59 |
|
|
|
|
202412 |
107,310 |
1,065,491 |
27.97
|
74.85
|
6.97
|
4.28
|
創近一年新高 |
275,196
|
36.47 |
|
|
|
|
202411 |
83,856 |
958,181 |
-0.21 |
9.20
|
2.52
|
|
|
258,412
|
15.69 |
|
|
|
|
202410 |
84,030 |
874,325 |
-7.18 |
32.35
|
1.92
|
|
|
265,065
|
13.74 |
|
|
|
|
202409 |
90,526 |
790,295 |
0.02
|
8.95
|
-0.51 |
3.41
|
|
285,968
|
10.05 |
|
|
|
|
202408 |
90,509 |
699,769 |
-13.75 |
4.66
|
-1.62 |
|
|
275,627
|
5.02 |
|
|
|
|
202407 |
104,933 |
609,260 |
30.86
|
16.21
|
-2.49 |
|
創近一年新高 |
261,142
|
9.95 |
|
|
|
|
202406 |
80,185 |
504,327 |
5.47
|
-6.42 |
-5.65 |
2.43
|
|
259,501
|
11.3 |
|
|
|
|
202405 |
76,024 |
424,142 |
-26.40 |
23.59
|
-5.50 |
|
|
280,047
|
5.19 |
|
|
|
|
202404 |
103,292 |
348,118 |
2.54
|
20.16
|
-10.12 |
|
創近一年新高 |
257,335
|
-9.37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9800 |
元大 |
17 |
30 |
13 |
1570 |
港商法國興業 |
-8 |
0 |
8 |
|
|
|
|
9200 |
凱基 |
5 |
16 |
11 |
9A00 |
永豐金 |
-7 |
1 |
8 |
|
|
|
|
9200 |
凱基 |
5 |
16 |
11 |
9600 |
富邦 |
-6 |
5 |
11 |
|
|
|
|
1560 |
港商野村 |
3 |
3 |
0 |
8840 |
玉山 |
-4 |
0 |
4 |
|
|
|
|
1040 |
臺銀證券 |
2 |
2 |
0 |
8440 |
摩根大通 |
-3 |
0 |
3 |
|
|
|
|
6460 |
大昌 |
2 |
2 |
0 |
1480 |
美商高盛 |
-2 |
0 |
2 |
|
|
|
|
5320 |
高橋 |
1 |
1 |
0 |
5960 |
日茂 |
-2 |
0 |
2 |
|
|
|
|
5850 |
統一 |
1 |
1 |
0 |
6160 |
中國信託 |
-2 |
0 |
2 |
|
|
|
|
5320 |
高橋 |
1 |
1 |
0 |
5380 |
第一金 |
-1 |
0 |
1 |
|
|
|
|
5850 |
統一 |
1 |
1 |
0 |
6910 |
德信 |
-1 |
0 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20241224 |
12月24日重要財經行事曆 |
|
|
|
|
20241219 |
宏觀2024年獲利 比去年好 |
|
|
|
|
20241021 |
股后力旺領軍 這兩檔千金矽智財股同步大漲 |
|
|
|
|
20240709 |
台股大怒神!IP千金股抗震勁揚 M31飆漲停「這幾檔」也大漲 |
|
|
|
|
20240313 |
凱基證券專業 獲財資雜誌年度五大獎肯定 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
8.9 |
|
10日籌碼集中度 |
11 |
優 |
單日買賣超 |
8 |
|
|
|
5日籌碼集中度 |
13.4 |
|
20日籌碼集中度 |
-0.8 |
|
累計買賣超 |
-61 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
459 |
借券餘額 |
634 |
千張大戶戶數 |
1 |
大戶比例 |
29.74 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 18:08 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|