| 2365 |
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 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 2365 昆盈 |
實收資本額 |
2215 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
TSE |
上 市 日 期 |
1997/11/03 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
卓世坤 |
電 話 |
(02)29956645 |
|
|
|
|
|
|
|
|
|
| 地 址 |
新北市三重區重新路五段492號1-8樓 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
電子下游-電腦周邊 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
電腦週邊產品54.01%、影像光電產品39.76%、消費性電子產品2.3%(電腦週邊設備之製造及買賣) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2026/7/17 股價 |
29.65 |
法人買賣超合計(近一日) |
賣超 -685.394 張 |
|
|
|
|
|
|
|
|
|
| 2026/7/17
漲跌 |
-2.05
|
法人買賣超合計(近一週) |
賣超 -508.76 張 |
|
|
|
|
|
|
|
|
|
| 2026/7/17
漲跌幅 |
-6.47
|
法人買賣超合計(近一月) |
買超
1075.23 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
0.72
|
外資連2賣 |
|
自營連2賣 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 2025 |
2026/06/17 |
0.30 |
0.00 |
|
2026/07/16 |
|
1.01% |
0% |
1.01% |
|
|
|
|
| 2024 |
2025/06/09 |
0.60 |
0.00 |
|
2025/07/08 |
|
2.02% |
0% |
2.02% |
|
|
|
|
| 2023 |
2024/06/21 |
0.30 |
0.00 |
|
2024/07/26 |
|
1.01% |
0% |
1.01% |
|
|
|
|
| 2022 |
2023/06/21 |
0.20 |
0.00 |
|
2023/07/27 |
|
0.67% |
0% |
0.67% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
0.59 |
K(9) |
17.93 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
14.00 |
D(9) |
27.64 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
50.25 |
周K(9) |
18 |
|
0.4 |
0.4 |
1.2 |
0.8 |
0 |
|
|
|
|
| 股價淨值比 |
2.12 |
周D(9) |
30.38 |
綜合評分: |
2.8 |
建議: |
不列入追踪 |
目標價: |
31.45 |
|
|
|
|
| 月線乖離率 |
-9.6 |
季線乖離率 |
-14.57 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2026/6/18 |
2026/6/26 |
2026/7/3 |
2026/7/9 |
2026/7/17 |
20*PE |
11.74 |
3*PB |
41.96 |
|
|
|
|
| 股價 |
34.05 |
31.80 |
35.05 |
32.50 |
29.65 |
15*PE |
8.81 |
2*PB |
27.97 |
|
|
|
|
| 成交量(千股) |
5,654 |
10,350 |
25,036 |
9,685 |
22,403 |
10*PE |
5.87 |
1*PB |
13.99 |
|
|
|
|
| 資餘 |
10,132 |
10,017 |
9,440 |
9,702 |
9,252 |
5*PE |
2.94 |
0.5*PB |
6.99 |
|
|
|
|
| 券餘 |
57 |
22 |
29 |
1 |
67 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202601 |
202504 |
202503 |
202502 |
202501 |
202404 |
202403 |
202402 |
|
|
|
|
| 營業收入淨額(千) |
241,791
|
244,856
|
247,437
|
232,649
|
234,422
|
226,936
|
264,701
|
263,528
|
|
|
|
|
| 營業成本(千) |
146,853
|
147,174
|
144,282
|
131,434
|
143,372
|
137,922
|
154,480
|
153,835
|
|
|
|
|
| 營業毛利(千) |
94,938
|
97,682
|
103,155
|
101,215
|
91,050
|
89,014
|
110,221
|
109,693
|
|
|
|
|
| 營業費用(千) |
77,312
|
94,296
|
74,735
|
87,637
|
83,554
|
79,350
|
83,521
|
84,230
|
|
|
|
|
| 營業利益(千) |
17,626
|
3,386
|
28,420
|
13,578
|
7,496
|
9,664
|
26,700
|
25,463
|
|
|
|
|
| 營業外收入及支出(千) |
19,268
|
24,812
|
22,926
|
-24,850 |
16,081
|
15,591
|
35,687
|
23,158
|
|
|
|
|
| 稅前純益(千) |
36,894
|
28,198
|
51,346
|
-11,272 |
23,577
|
25,255
|
62,387
|
48,621
|
|
|
|
|
| 所得稅(千) |
6,272
|
6,917
|
7,968
|
-1,027 |
7,734
|
4,592
|
14,477
|
9,199
|
|
|
|
|
| 稅後純益(千) |
30,622
|
21,281
|
43,378
|
-10,245 |
15,843
|
20,663
|
47,910
|
39,422
|
|
|
|
|
| 其他綜合損益(千) |
20,390
|
49,885
|
20,388
|
-96,676 |
42,130
|
-14,015 |
-21,465 |
43,870
|
|
|
|
|
| 綜合損益(千) |
51,012
|
71,166
|
63,766
|
-106,921 |
57,973
|
6,648
|
26,445
|
83,292
|
|
|
|
|
| 原始每股稅前盈餘(元) |
0.17
|
0.13
|
0.23
|
-0.05 |
0.11
|
0.11
|
0.28
|
0.22
|
|
|
|
|
| 原始每股稅後盈餘(元) |
0.14
|
0.10
|
0.20
|
-0.04 |
0.07
|
0.09
|
0.22
|
0.18
|
|
|
|
|
| 毛利率(%) |
39.26
|
39.89
|
41.69
|
43.51
|
38.84
|
39.22
|
41.64
|
41.62
|
|
|
|
|
| 營業利益率(%) |
7.29
|
1.38
|
11.49
|
5.84
|
3.20
|
4.26
|
10.09
|
9.66
|
|
|
|
|
| 稅後純益率(%) |
12.66
|
8.69
|
17.53
|
-4.40 |
6.76
|
9.11
|
18.10
|
14.96
|
|
|
|
|
| 稅後權益報酬率(%) |
0.98
|
0.70
|
1.46
|
-0.33 |
0.50
|
0.66
|
1.54
|
1.28
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 202606 |
79,394 |
488,411 |
0.29
|
-17.28 |
4.57
|
|
|
246,620
|
6.01 |
|
|
|
|
| 202605 |
79,164 |
409,017 |
-10.10 |
25.63
|
10.22
|
|
|
269,508
|
13.19 |
|
|
|
|
| 202604 |
88,062 |
329,853 |
-13.90 |
19.57
|
7.07
|
|
|
256,670
|
6.47 |
|
|
|
|
| 202603 |
102,282 |
241,791 |
54.21
|
0.83
|
3.14
|
0.17
|
|
241,791
|
3.14 |
|
|
|
|
| 202602 |
66,326 |
139,509 |
-9.37 |
0.51
|
4.91
|
|
|
247,470
|
11.07 |
|
|
|
|
| 202601 |
73,183 |
73,183 |
-32.21 |
9.24
|
9.24
|
|
|
258,147
|
13.08 |
|
|
|
|
| 202512 |
107,961 |
959,364 |
40.20
|
20.21
|
-1.99 |
0.41
|
創近一年新高 |
244,856
|
7.9 |
|
|
|
|
| 202511 |
77,003 |
851,403 |
28.57
|
7.73
|
-4.23 |
|
|
211,331
|
-0.63 |
|
|
|
|
| 202510 |
59,892 |
774,400 |
-19.54 |
-8.77 |
-5.28 |
|
創近一年新低 |
216,090
|
-10.36 |
|
|
|
|
| 202509 |
74,436 |
714,508 |
-8.96 |
-1.46 |
-4.97 |
0.29
|
|
247,437
|
-6.52 |
|
|
|
|
| 202508 |
81,762 |
640,072 |
-10.39 |
-18.13 |
-5.36 |
|
|
268,986
|
-3.31 |
|
|
|
|
| 202507 |
91,239 |
558,310 |
-4.94 |
2.18
|
-3.15 |
|
|
250,239
|
-6.08 |
|
|
|
|
| 202506 |
95,985 |
467,071 |
52.32
|
7.80
|
-4.13 |
0.06
|
|
232,649
|
-11.72 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 7000 |
兆豐 |
221 |
232 |
11 |
1440 |
美林 |
-238 |
94 |
332 |
|
|
|
|
| 9800 |
元大 |
127 |
394 |
267 |
9200 |
凱基 |
-153 |
1114 |
1267 |
|
|
|
|
| 9B00 |
台新 |
114 |
241 |
127 |
1470 |
台灣摩根士丹利 |
-122 |
4 |
126 |
|
|
|
|
| 7790 |
國票 |
46 |
52 |
6 |
9600 |
富邦 |
-74 |
147 |
221 |
|
|
|
|
| 6460 |
大昌 |
21 |
21 |
0 |
1650 |
新加坡商瑞銀 |
-42 |
5 |
47 |
|
|
|
|
| 5260 |
美好 |
19 |
20 |
1 |
5850 |
統一 |
-22 |
43 |
65 |
|
|
|
|
| 9300 |
華南永昌 |
18 |
65 |
47 |
1480 |
美商高盛 |
-21 |
78 |
99 |
|
|
|
|
| 8450 |
康和 |
18 |
19 |
1 |
1260 |
宏遠 |
-13 |
2 |
15 |
|
|
|
|
| 6910 |
德信 |
15 |
16 |
1 |
1030 |
土銀 |
-12 |
1 |
13 |
|
|
|
|
| 8880 |
國泰 |
14 |
91 |
77 |
6110 |
台中銀 |
-11 |
1 |
12 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
-15.6 |
|
10日籌碼集中度 |
-3.7 |
|
單日買賣超 |
-515 |
|
|
|
| 5日籌碼集中度 |
-1.6 |
|
20日籌碼集中度 |
1.7 |
|
累計買賣超 |
157 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
10693 |
借券餘額 |
10693 |
千張大戶戶數 |
13 |
大戶比例 |
18.74 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期: |
2026/7/19 01:41 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|