6835 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
6835 圓裕 |
實收資本額 |
662 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2022/11/10 |
|
|
|
|
|
|
|
|
|
發 言
人 |
郭明豐 |
電 話 |
(02)22184523 |
|
|
|
|
|
|
|
|
|
地 址 |
新北市新店區民權路130巷4號4樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子上游-PCB-材料設備 |
|
|
|
|
|
|
|
|
|
主要產品 |
FPC軟性印刷電路板、WIREHarness連接線組 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
41.50 |
法人買賣超合計(近一日) |
賣超 -9.879 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.35
|
法人買賣超合計(近一週) |
買超
66.12 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
0.85
|
法人買賣超合計(近一月) |
買超
230.12 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.00
|
外資連2賣 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/26 |
2.00 |
#N/A |
#N/A |
2023/07/03 |
4.82% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/25 |
2.00 |
0.00 |
|
2025/03/28 |
|
4.82% |
0% |
4.82% |
|
|
|
|
2023 |
2024/06/26 |
2.00 |
0.00 |
|
2024/07/08 |
|
4.82% |
0% |
4.82% |
|
|
|
|
2022 |
2023/06/27 |
2.00 |
0.00 |
|
2023/07/03 |
|
4.82% |
0% |
4.82% |
|
|
|
|
2021 |
2022/06/27 |
2.00 |
0.00 |
|
2022/07/04 |
|
4.82% |
0% |
4.82% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
3.02 |
K(9) |
84.29 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
28.59 |
D(9) |
77.04 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
13.74 |
周K(9) |
40.29 |
|
1.2 |
1.2 |
2 |
0.8 |
1.5 |
|
|
|
|
股價淨值比 |
1.45 |
周D(9) |
46.33 |
綜合評分: |
6.7 |
建議: |
列入追踪 |
目標價: |
47.73 |
|
|
|
|
月線乖離率 |
6.01 |
季線乖離率 |
-6.52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
60.58 |
3*PB |
85.86 |
|
|
|
|
股價 |
45.55 |
36.60 |
38.05 |
40.30 |
41.50 |
15*PE |
45.44 |
2*PB |
57.24 |
|
|
|
|
成交量(千股) |
1,879 |
2,162 |
2,482 |
1,400 |
868 |
10*PE |
30.29 |
1*PB |
28.62 |
|
|
|
|
資餘 |
514 |
357 |
432 |
399 |
491 |
5*PE |
15.15 |
0.5*PB |
14.31 |
|
|
|
|
券餘 |
1 |
0 |
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) |
|
626,105
|
641,127
|
594,924
|
575,459
|
574,146
|
597,126
|
497,238
|
|
|
|
|
營業成本(千) |
|
444,778
|
484,407
|
438,567
|
431,243
|
409,807
|
427,500
|
377,892
|
|
|
|
|
營業毛利(千) |
|
181,327
|
156,720
|
156,357
|
144,216
|
164,339
|
169,626
|
119,346
|
|
|
|
|
營業費用(千) |
|
102,845
|
89,219
|
89,003
|
85,342
|
91,035
|
89,243
|
76,979
|
|
|
|
|
營業利益(千) |
|
78,482
|
67,501
|
67,354
|
58,874
|
73,304
|
80,383
|
42,367
|
|
|
|
|
營業外收入及支出(千) |
|
57,293
|
-28,605 |
26,171
|
37,832
|
6,633
|
29,116
|
34,951
|
|
|
|
|
稅前純益(千) |
|
135,775
|
38,896
|
93,525
|
96,706
|
79,937
|
109,499
|
77,318
|
|
|
|
|
所得稅(千) |
|
24,710
|
9,878
|
28,376
|
33,286
|
13,219
|
28,180
|
27,077
|
|
|
|
|
稅後純益(千) |
|
111,065
|
29,018
|
65,149
|
63,420
|
66,718
|
81,319
|
50,241
|
|
|
|
|
其他綜合損益(千) |
|
-11,618 |
46,103
|
6,023
|
9,818
|
-15,219 |
16,602
|
-18,054 |
|
|
|
|
綜合損益(千) |
|
99,447
|
75,121
|
71,172
|
73,238
|
51,499
|
97,921
|
32,187
|
|
|
|
|
原始每股稅前盈餘(元) |
|
2.05
|
0.59
|
1.41
|
1.46
|
1.21
|
1.65
|
1.17
|
|
|
|
|
原始每股稅後盈餘(元) |
|
1.68
|
0.44
|
0.98
|
0.96
|
1.01
|
1.23
|
0.76
|
|
|
|
|
毛利率(%) |
|
28.96
|
24.44
|
26.28
|
25.06
|
28.62
|
28.41
|
24.00
|
|
|
|
|
營業利益率(%) |
|
12.53
|
10.53
|
11.32
|
10.23
|
12.77
|
13.46
|
8.52
|
|
|
|
|
稅後純益率(%) |
|
17.74
|
4.53
|
10.95
|
11.02
|
11.62
|
13.62
|
10.10
|
|
|
|
|
稅後權益報酬率(%) |
|
6.15
|
1.73
|
4.05
|
3.96
|
4.16
|
5.32
|
3.44
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
217,649 |
599,236 |
33.01
|
-3.02 |
4.13
|
|
|
599,236
|
4.13 |
|
|
|
|
202502 |
163,634 |
381,587 |
-24.92 |
-2.04 |
8.71
|
|
創近一年新低 |
588,138
|
10.41 |
|
|
|
|
202501 |
217,953 |
217,953 |
5.52
|
18.46
|
18.46
|
|
|
640,614
|
11.67 |
|
|
|
|
202412 |
206,551 |
2,437,615 |
-4.42 |
13.69
|
10.89
|
5.51
|
|
626,106
|
9.05 |
|
|
|
|
202411 |
216,110 |
2,231,064 |
6.23
|
3.89
|
10.63
|
|
|
614,421
|
5.45 |
|
|
|
|
202410 |
203,445 |
2,014,954 |
4.40
|
10.30
|
11.41
|
|
|
606,495
|
4.88 |
|
|
|
|
202409 |
194,866 |
1,811,510 |
-6.40 |
2.45
|
11.54
|
3.46
|
|
641,127
|
7.77 |
|
|
|
|
202408 |
208,184 |
1,616,643 |
-12.56 |
2.24
|
12.74
|
|
|
631,074
|
7.67 |
|
|
|
|
202407 |
238,077 |
1,408,460 |
28.82
|
18.39
|
14.48
|
|
創近一年新高 |
616,420
|
11.61 |
|
|
|
|
202406 |
184,813 |
1,170,383 |
-4.50 |
1.89
|
13.96
|
2.87
|
|
594,924
|
19.36 |
|
|
|
|
202405 |
193,530 |
985,570 |
-10.64 |
13.96
|
16.24
|
|
|
634,548
|
25.57 |
|
|
|
|
202404 |
216,581 |
792,040 |
-3.50 |
47.11
|
16.82
|
|
|
608,057
|
28.2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1440 |
美林 |
19 |
26 |
7 |
7000 |
兆豐 |
-37 |
111 |
148 |
|
|
|
|
9800 |
元大 |
16 |
40 |
24 |
9200 |
凱基 |
-10 |
20 |
30 |
|
|
|
|
5920 |
元富 |
10 |
11 |
1 |
1480 |
美商高盛 |
-8 |
2 |
10 |
|
|
|
|
1650 |
新加坡商瑞銀 |
7 |
17 |
10 |
8150 |
台新 |
-7 |
2 |
9 |
|
|
|
|
5260 |
美好 |
6 |
7 |
1 |
8440 |
摩根大通 |
-3 |
5 |
8 |
|
|
|
|
5380 |
第一金 |
5 |
5 |
0 |
8880 |
國泰 |
-2 |
2 |
4 |
|
|
|
|
9600 |
富邦 |
3 |
11 |
8 |
1560 |
港商野村 |
-2 |
10 |
12 |
|
|
|
|
8840 |
玉山 |
2 |
4 |
2 |
1470 |
台灣摩根士丹利 |
-1 |
0 |
1 |
|
|
|
|
1590 |
花旗環球 |
1 |
1 |
0 |
1470 |
台灣摩根士丹利 |
-1 |
0 |
1 |
|
|
|
|
9300 |
華南永昌 |
1 |
22 |
21 |
9100 |
群益金鼎 |
0 |
25 |
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-2.9 |
|
10日籌碼集中度 |
1.3 |
|
單日買賣超 |
-10 |
|
|
|
5日籌碼集中度 |
7.2 |
|
20日籌碼集中度 |
-1.6 |
|
累計買賣超 |
-178 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
232 |
借券餘額 |
234 |
千張大戶戶數 |
14 |
大戶比例 |
62.57 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 22:37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|